PDF Data Extraction – Get Fields and Tables from PDFs

PDF data extraction in ReadyData collects stated fields and table values from reports, forms and statements. Keep units and period labels with the data, then export Excel, CSV or JSON.

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How to Extract Data from a PDF

Select the source pages and collect the fields and tables your worksheet needs.

1

Select the relevant PDF pages

Upload the file and include the pages with the fields, table headers, and continuation rows you need.

2

Define the extraction focus

Choose Table extraction. Enable Field preferences to describe useful labels such as record ID, reporting period, amount, or unit.

3

Process and check the data

Click Process files. Compare row alignment, totals, units, and any repeated headers with the original PDF.

4

Export for analysis

Download individual tables as CSV or Excel, all extracted tables as an Excel workbook, or the complete result as JSON.

Copying PDF Values into a Spreadsheet?

Reports and forms contain the data you need, but collecting it one value at a time is repetitive.

Finding each field again
Record IDs, dates, and amounts may be spread across several pages or form sections.
Numbers without units
A measurement needs its unit, and an amount needs its currency and reporting period.
Summary and detail tables
A report may show both totals and their breakdown. Keep them separate to avoid counting values twice.
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Collect PDF Fields and Tables for Your Worksheet

Get recognized fields and values as tables for Excel or CSV. Keep labels, units and reporting periods with the numbers so you can check their meaning before comparing or calculating.

Include the relevant tables, headings, and continuation pages rather than extracting an unrelated section.

Use Field preferences for labels such as record ID, reporting period, amount, and unit.

Check which labels and values belong together before taking the table into your worksheet.

Export a table as CSV or Excel, or download all tables from the result in a workbook with separate sheets.

Use PDF Data in Reports and Tracking Sheets

Continue with the extracted values in your own analysis or record-keeping tools.

Compare reporting periods
Move checked period labels and figures into a sheet for your own comparisons.
Fill a tracking register
Use readable form identifiers and fields to prepare entries in your records.
Keep units beside values
Carry currencies and measurement labels into your analysis before converting data types.
Prepare a data import
Use CSV for table imports or JSON when you need your own transformation.

PDF Data Extraction FAQ

Working with fields, tables, units, and export formats.