How to Extract Data from PDF to Excel Using UiPath

Managing data extraction from PDF files can often be a time-consuming and complex task. However, with the help of UiPath, this process can be streamlined significantly. This guide will walk you through the steps to achieve this task efficiently.

Steps to Extract Data from PDF to Excel in UiPath

Here's a concise guide on how you can extract data from a PDF to Excel using UiPath:

1. Install Necessary Packages

NOpen UiPath Studio. NGo to the Manage Packages option. NInstall the PdfPackage if it’s not already installed.

2. Create a New Project

Start a new process in UiPath Studio.

3. Add Activities to Your Workflow

NDrag and drop the Read PDF Text activity to your workflow. NSet the FileName property to the path of your PDF file. NCreate an output variable, such as pdfText, to store the extracted text.

4. Process the Extracted Text

Depending on the structure of your PDF, you may need to parse the pdfText variable. You can use string manipulation methods or regular expressions to extract specific data.

5. Write Data to Excel

NDrag and drop the Excel Application Scope activity. NInside the scope, use the Write Range activity to write your extracted data to an Excel file. NSet the DataTable property to a DataTable variable that holds the data you want to write.

6. Run the Workflow

NSave your project and run the workflow. This should extract the data from the PDF and write it to the specified Excel file.

Example Code Snippet

Here’s a simple example of how you might structure your workflow:

Read PDF Text FileName: [Your PDF file path] Output: pdfText Assign DataTable dt new DataTable Use a loop or string manipulation to fill dt with data from pdfText Excel Application Scope FilePath: [Your Excel file path] Write Range DataTable: dt SheetName: [Sheet name] StartingCell: [Starting cell]

Additional Tips

Structured PDFs

If your PDF has a structured layout like tables, you can use the Read PDF with OCR or Read PDF Table activities for better results.

Error Handling

Implement try-catch blocks to handle any exceptions that may occur during the extraction process.

Testing

Test with different PDF files to ensure your logic correctly handles variations in PDF formatting.

By following these steps, you should be able to successfully extract data from a PDF file and export it to Excel using UiPath.