Read PDF and Extract Data in Tabular Format

[Sasthana25]

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 

[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,

M.

[Sasthana25]

Thank you so much @mceleavey for your quick response. 

I will try this and let you know 🙂

Cheers! 

[mceleavey]

@Sasthana25 ,

If you need to download the macro separately you can download it HERE.

Shout-out to @DiganP  for his fine work on this.

M.

[Emil_Kos]

Hi @mceleavey,

You forgot to add a link to a macro 😀

[mceleavey]

Nice catch, @Emil_Kos !

M.

[Sasthana25]

Sorry - i guess the link isnt working :

The page you were looking for doesn't exist.

You may have mistyped the address or the page may have moved.

[mceleavey]

@Sasthana25 ,

You shouldn't need it as I packaged it in the first post, but try HERE.

M.

[Sasthana25]

Unfortunately, I am not on the latest version of Alteryx: 
 

Failure to Import 

This workflow was created by a more recent version of Alteryx, and may contain tools or functionality not present in this version. Alteryx does not support using an earlier version of Alteryx to open a workflow created with a newer version. For best results, download the latest version of Alteryx.

Any suggestion how can I view your workflow and apply the logic here - Thanks

[mceleavey]

@Sasthana25 , what version are you on?

Help->About

M.