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Convert and compress / Step-by-step guide

Bring your PDF tables into Excel

Extract the data and check rows, numbers and totals.

At a glance

A spreadsheet lets you sort and analyze table data. After converting, check the structure and values before adding formulas.

Before you start

Identify the headers and the pages containing the table. If it is a scan, check its clarity.

Actual Folio interface with a sample document. Bring your PDF tables into Excel
Actual Folio interface with a sample document. View full screenshot ↗
01

Select the report

Open PDF to Excel and select your PDF. Locate the table in the preview and review the options shown.

02

Convert the table

Run the conversion and download the result when available. Open it in your spreadsheet application.

03

Validate before calculating

Compare the first, a middle and the last row with the PDF. Review decimal separators, dates, negative values and repeated headers.

If something does not go as expected

A cell that looks like a number may contain text. Check its data type and a known total before trusting a sum. Merged cells may need reorganization.

Before you finish

The rows and a reference total match the PDF.

NOW, YOUR DOCUMENT

Now you know where to start.

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