Introduction: Why You Need to Convert PDF Files into Excel
Are you struggling with how to convert a PDF file into Excel? Many professionals, students, and data analysts receive reports, invoices, and business data in PDF format, making it difficult to extract and analyze information.
Luckily, Power Query Editor in Excel provides a simple and efficient way to convert PDF files into Excel without manual data entry or third-party tools. In this guide, we will walk you through the step-by-step process of converting a PDF file into Excel, along with additional tips for handling CSV, TXT, and web data using Power Query.
Step 1: How to Convert PDF File into Excel Using Power Query
If you want to convert a PDF file into Excel, follow these simple steps using Power Query:
1️⃣ Open Microsoft Excel and go to the Data tab.
2️⃣ Click Get Data > From File > From PDF.
3️⃣ Select the PDF file you want to import.
4️⃣ Power Query will display available tables and structured data.
This method makes it easy to import data from a PDF into Excel without losing formatting or accuracy.
Step 2: Transform and Clean Data After Converting PDF to Excel
Once Power Query loads the data, follow these steps to format and clean the imported PDF data in Excel:
✔️ Select the correct table from the preview.
✔️ Click Transform Data to modify the content.
✔️ Remove unwanted columns and clean the dataset.
✔️ Rename column headers and adjust data formatting.
✔️ Click Close & Load to export the cleaned data into an Excel worksheet.
📌 Pro Tip: If your PDF file updates frequently, Power Query allows you to refresh the data automatically, keeping your Excel sheet up to date!
Step 3: Convert CSV, TXT, and Other Files into Excel Using Power Query
Convert CSV or TXT Files into Excel with Power Query
1️⃣ Click Get Data > From File > From Text/CSV.
2️⃣ Select your CSV or TXT file and preview the data.
3️⃣ Transform the data before loading it into Excel.
Convert an Excel File into Power Query for Advanced Data Processing
1️⃣ Click Get Data > From File > From Workbook.
2️⃣ Choose the Excel file and select the sheet to import.
Convert Web Data into Excel Using Power Query
1️⃣ Click Get Data > From Web.
2️⃣ Enter the URL of the webpage containing data.
3️⃣ Power Query will extract and format the table into Excel.
This feature allows you to import real-time data from online sources and keep your Excel reports updated.
Step 4: Merge and Append Data After Converting PDF Files into Excel
If you’re working with multiple data sources, Power Query makes it easy to merge or append them in Excel:
✔️ Append Queries – Combine multiple tables into one dataset.
✔️ Merge Queries – Use a common column to connect data sources (similar to VLOOKUP).
How to Merge Data After Converting a PDF File into Excel
1️⃣ Click Home > Merge Queries.
2️⃣ Select the tables and specify the matching columns.
3️⃣ Load the merged dataset into Excel.
This technique is useful when you need to combine different reports from PDFs, CSV files, and Excel workbooks into a single analysis.
Conclusion: Why You Should Use Power Query to Convert PDF Files into Excel
Now you know how to convert a PDF file into Excel using Power Query Editor! This built-in Excel tool helps you:
✅ Extract and convert PDF files into Excel tables
✅ Import CSV, TXT, and web data effortlessly
✅ Clean, transform, and merge multiple datasets
✅ Automate data import and reduce manual errors
If you regularly work with financial reports, business data, or invoices in PDF format, mastering Power Query will save you time and improve your workflow.
🚀 Start using Power Query today and simplify your data processing tasks in Excel!
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