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Alteryx Designer Desktop Discussions

Find answers, ask questions, and share expertise about Alteryx Designer Desktop and Intelligence Suite.

Extract data from PDF and upload automatically

Ramyasri_1997
7 - Meteor

Hello, I have a regular task of copying the Numbers from an PDF file and Paste the values in an excel as per the Month value . Can I use alteryx to copy my required data from an PDF file and EXCEL file and past them in a desired location excel file I specific sheet and column. Is this possible Please assist on this. I had attached the reference files so I want to copy from 14th April to 5th June data in to the excel in the respective month. And it would be great if you can also include the workflow. Please 

5 REPLIES 5
Raj
16 - Nebula

attach this pdf please to create a flow.

Raj
16 - Nebula

Also just to add intelligence suite is required to use PDF to text tool

martinding
13 - Pulsar

Hi @Ramyasri_1997,

 

You can use the Image Input Tool to read your PDF document.

martinding_0-1682074258784.png

https://help.alteryx.com/20223/designer/image-input

 

 

davidskaife
14 - Magnetar

Hi @Ramyasri_1997 

 

There is a tool you can download from the Gallery that reads in PDFs using Python - https://community.alteryx.com/t5/Community-Gallery/PDF-Reader-Tool/ta-p/937908

 

From here you should be able to parse out and use the fields you need.

Ramyasri_1997
7 - Meteor

Hi, 

 

It would be great if u also include the workflow. and I also want it to do for Excel also. In place of PDF  I want to put an Excel file. 

 

Thanks 

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