Import from PDF document

Exporting a table to PDF is not a new feature, it has been around for ten years or more. But how to import a table from a PDF document into Excel? This task is performed by Power Query which, since the latest version, has become an integral part of Excel and you can’t bypass it, no matter what kind of data you import into the application. Since recently he has this fantastic option, let’s see how it is used …

Header of Data tables

Structured tables (Data tables) or, as we call them, named ranges represent a group of cells that have been given a name and a filter to make it easier to view and work with the data they contain. If these tables start from the first cell in the worksheet, you can set the cell header to appear instead of the worksheet header. To be more precise, instead name of the columns they contain.

Birthday cake

“Birthday Cake” is a way of combining Stacked Column Chart, shapes and images to, with a little extra formatting, get a graphic report reminiscent of a birthday cake with candles. It can be used e.g. to show the growth of income or profit of the company over a period of several years. This kind of chart is very easy to make, so if you want to attract the attention of bosses and colleagues, pay attention and follow the steps shown.

Customizing source table

Before you decide to create a pivot table, ask yourself: do you really need it? This report groups and aggregates data (summation, averaging, counting, etc.) and you may have already done so in the source table; maybe it is, in itself, a report? If you do decide to take this step, you will need to adjust it so that the pivot table can process the data, because it requires that the records be in rows.

Stock inventory

The inventory of goods is a boring but necessary activity that must be carried out, at least once a year, by all those who deal with sales. I have written before how to make an inventory of fixed assets. The inventory of goods is done in a similar way, but this time I will show how this is achieved by applying the technique of data consolidation. Excel has had this option for at least 10 years, so I believe it will be useful for each user.