User Guide

How to PDF to Excel

4 min read Updated Jun 20, 2026 Convert PDF

Extract tables and reporting data from PDFs into Excel for sorting, calculations, and reuse.

Overview

PDF to Excel is useful for financial reports, invoices, and recurring documents with structured tables.

Requirements
  • A PDF containing tables
  • Microsoft Excel or compatible spreadsheet app
Step by Step
1

Choose PDF to Excel

20 sec

Open the Convert tab and select PDF to Excel.

2

Select table extraction options

1 min

Confirm the page range and whether OCR should detect scanned tables.

3

Validate cell structure

1 min

Open the spreadsheet and verify rows, columns, and totals before reuse.

Tips
  • Merged cells often need manual cleanup in the spreadsheet.
  • Use page range selection when the PDF mixes narrative and tables.
  • Check decimals and date formats after export.
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