All the data we need is in table format
Our data is invariably in table format. Typically we need to extract the following 3 tables from each PDF document
Holdings
Transactions
Current Account Credits and Debits
Canopy Extract is designed to extract any table (not just the 3 tables above) from any PDF document. In case you need to extract charts and images from a PDF document then Canopy Extract is not for you.
Extract needs the PDF document and an Excel Configuration file
To work the PDF Extract needs two files
PDF document to be extracted (e-PDF is preferred, but paper scans will also work)
Excel Configuration File (which describes the table to be extracted)
The Extract needs an Excel Configuration File (which describes the table to be extracted)
What does a Typical PDF document look like
Multilayer headers and nesting are the key issues while extracting data from a PDF table
Typical table in a Bank Statement
What does an Excel Configuration file look like
The Excel Configuration file for the above table is given below. Further details are on page Parts of a Config File
Sample PDFs and their Excel Configuration files
Some sample PDF documents and their corresponding Excel Configuration files are given below
UBS
Sample PDF document
Excel Configuration File to extract the Holdings Table in the above document
BNP
Sample PDF Document
Excel Configuration File to extract the Holdings Table (pages 9-11) in the above document