Read PDF and Extract Data in Tabular Format

Hi,

I have a use case where I get a PDF file from client and extract the data from it and populate details in an excel sheet with prefixed headers. I have to automate this process end to end attached is the dummy PDF file for your reference.

Here are few things I want to acheive:

1. Extract the data from PDF to Excel

2. I read somewhere that it requires OCR tool integration which is not supported in my org. so is there a way to convert the PDF to text or docx or any other readable format from where I have pull the details in excel template.

Any help on this is massively appreciated.

Thanks,
Swati

PDF read in Alteryx.pdf

Workflow

Datasets

Developer Tools

Input

Accepted answers

mceleavey

@Sasthana25 ,

you don't have any of the tools.

First, download the PDF Reader macro and install it.

Close and re-open Alteryx and you should see the first tool now. The black squares with question marks means you don't have that tool.

Next, replace the second and third black squares with the "Data Cleansing" tool:

Your workflow should look like this:

In the first tool simply replace the filepath to where your pdf is:

This should have all been done when you installed the last package I sent you but something has gone wrong.

Try that and let me know.

All comments

mceleavey

Hi @Sasthana25 ,

you will need either the Intelligence Suite module for Alteryx, or the pdf macro I've used in the attached example.

I obviously don't know what format you want the data but I've attached a workflow you can mess around with.

This yields the following results:

I hope this helps,

pdf example.yxzp

Sasthana25

Thank you so much @mceleavey for your quick response.

I will try this and let you know 🙂

Cheers!

Emil_Kos

Hi @mceleavey,

You forgot to add a link to a macro 😀

mceleavey

Nice catch, @Emil_Kos !

Sasthana25

Thank you so much @mceleavey I am able to import the workflow. However, this is my 1st time working on such use case so i am having difficulty to understand from the file input. Below is the attached image for reference; also I haven't encountered this question mark tool before. Could you please explain how this workflow functions as currently it shows an error : The entry point is invalid.

Thanks again for your kind support & response.

PDF read.pdf-converted.pdf

mceleavey

@Sasthana25 ,

you don't have any of the tools.

First, download the PDF Reader macro and install it.

Close and re-open Alteryx and you should see the first tool now. The black squares with question marks means you don't have that tool.

Next, replace the second and third black squares with the "Data Cleansing" tool:

Your workflow should look like this:

In the first tool simply replace the filepath to where your pdf is:

This should have all been done when you installed the last package I sent you but something has gone wrong.

Try that and let me know.

mceleavey

@Sasthana25 ,

also...UPGRADE ALTERYX!

Your version is almost two years out of date.

priya_mohana_dhl

Hi,

I want to read a pdf. Tried pdf example given here. Have downloaded the PDF Reader macro and installed it. My Alteryx
Version: 2021.1.4.26400

When I run the workflow, I get the following error.

Thanks,

Priya.

qgpl

Hi @mcleavey - I tried to download your workflow example however I'm getting this error. Do you know where we can download this plugin please? Sorry I'm a beginner!

Thank you

Quick Links

This months top contributors

atcodedog05 19598

Qiu 15867

binu_acs 15708

MarqueeCrew 13708

apathetichell 13703