How to Build a Power Pivot Table in Excel Using PDF Invoices

TLDRLearn how to import and analyze PDF invoices in Excel to create a power pivot table. Understand the PDF file structure and use the PDF Tables M function to extract data. Merge tables and format columns to build the pivot table.

Key insights

:clipboard:Understand the structure of PDF invoices to extract data accurately.

:arrow_up: :file_folder:Use the Get Data from PDF function in Excel to import PDF invoices.

:1234:Apply M functions to transform and merge the imported data.

:bar_chart:Create a power pivot table to analyze and visualize the data.

:hammer_and_wrench:Format columns and apply calculations to enhance the pivot table's functionality.

Q&A

Can I import multiple PDF invoices into Excel?

Yes, you can import multiple PDF invoices into Excel by using the Get Data from Folder function.

Do I need to know programming to build a power pivot table?

No, you don't need to know programming. The power pivot table can be built using Excel's built-in functions and features.

Can I customize the appearance of the pivot table?

Yes, you can customize the appearance of the pivot table by formatting columns, applying conditional formatting, and adding visualizations.

Can I analyze data from other file formats in Excel?

Yes, Excel supports various file formats, including CSV, TXT, XML, and more. You can import and analyze data from these formats using similar techniques.

Is the power pivot table compatible with older versions of Excel?

The power pivot table is available in Excel 2013 and later versions. Older versions may not have this functionality.

Timestamped Summary

00:13Introduction to building a power pivot table in Excel using PDF invoices.

00:36Importing PDF invoices into Excel using the Get Data function.

04:48Understanding the structure of PDF invoices and using M functions to transform and merge the data.

09:43Creating a power pivot table to analyze and visualize the data.

11:48Formatting columns and applying calculations to enhance the power pivot table.