r/ExcelTips

Best way to extract data from PDF to Excel?

I'm looking for a good to͏ol to extract data from PDF to Excel without destroying the formatting or mixing up columns. Tried a couple random converters already but most need way too much cleanup after esp since most of my docs are scanned. Anyone found something legit and accurate?

reddit.com
u/Physical-West6634 — 2 days ago
▲ 101 r/ExcelTips

30 Essential Excel Shortcuts for Accounting & Finance (Verified for Windows)

I've compiled the 30 most useful shortcuts for accounting and daily data management. All tested on Windows.

File & Workbook Management

  1. Ctrl + N: New Workbook (Creates a new file)
  2. Ctrl + S: Save Workbook (Saves current progress)
  3. Ctrl + W: Close Workbook (Closes the active file)
  4. Ctrl + O: Open Workbook (Opens an existing file)

Data Entry & Editing

  1. F2: Edit Cell (Enters the active cell for editing)
  2. Ctrl + ;: Insert Current Date (Static timestamp)
  3. Ctrl + Shift + :: Insert Current Time (Static timestamp)
  4. Ctrl + D: Fill Down (Copies top cell into selected cells below)
  5. Ctrl + R: Fill Right (Copies leftmost cell into selected cells to the right)
  6. Ctrl + K: Insert Hyperlink (Adds a link to a cell)
  7. Ctrl + Z: Undo (Reverses the last action)
  8. Ctrl + Y: Redo (Repeats the last undone action)

Formatting (The Accountant’s Toolkit)

  1. Ctrl + 1: Format Cells (Opens the full formatting menu)
  2. Ctrl + Shift + %: Apply Percentage Format (0.00%)
  3. Ctrl + Shift + $: Apply Currency Format (Default currency)
  4. Ctrl + Shift + #: Apply Date Format (DD-MMM-YY)
  5. Ctrl + Shift + !: Apply Number Format (Two decimals & thousands separator)
  6. Alt + H + M + C: Merge & Center (Combines selected cells)
  7. Alt + H + B: Add Border (Opens the border menu)

Formulas & Calculations

  1. Alt + =: AutoSum (Inserts a SUM function automatically)
  2. Shift + F3: Insert Function (Opens the function wizard)
  3. F4: Toggle Absolute Reference (Adds $ to cell references in a formula)
  4. Shift + F9: Calculate Active Sheet (Recalculates current worksheet only)
  5. F9: Calculate All (Recalculates all open workbooks)

Data Analysis & Navigation

  1. Ctrl + Shift + L: Toggle Filters (Adds/removes filter arrows)
  2. Ctrl + T: Create Table (Converts range to an official Excel table)
  3. Ctrl + F: Find (Searches for text or values)
  4. Ctrl + H: Replace (Finds and replaces content)
  5. Ctrl + Alt + V: Paste Special (Opens the Paste Special menu)
  6. Alt + E + S + V: Paste Values (Quickly pastes values only, removing formulas)

Note: These are Windows shortcuts. Mac users will generally need to use Cmd instead of Ctrl, and Alt-key sequences may vary

reddit.com
u/Good-Willingness2234 — 4 days ago

Not trying to start a war, but I wasted years overusing VLOOKUP for stuff it’s just bad at.

A B C

ID Name Score

101 Anna 88

102 Luca 92

103 Marco 75

Most people do this:

=VLOOKUP(102, A2:C4, 3, FALSE)

Looks fine… until:

you insert a column > formula breaks

you need to look left >can’t

you forget what "3" even means

What finally fixed it for me:

=INDEX(C2:C4, MATCH(102, A2:A4, 0))

Same result, but:

no random column numbers

doesn’t break when you touch the table

actually scales when your file gets messy

The moment it clicked was realizing: MATCH finds the row, INDEX returns the value. That’s it.

Also, if you’re on newer Excel, just use:

=XLOOKUP(102, A2:A4, C2:C4)

Way cleaner.

Not saying VLOOKUP is useless, but if you’re still defaulting to it for everything, you’re probably making your spreadsheets more fragile than they need to be.

reddit.com
u/Good-Willingness2234 — 8 days ago

I ignored Flash Fill for ages. Turns out it's one of the best time-savers in Excel.

Attached two screenshots – before and after pressing Ctrl+E.

What I did:

  1. Typed J. Smith in B2 as the first example
  2. Pressed Ctrl+E (or went to Data → Flash Fill)

Excel figured out the pattern and filled the rest instantly: A. Johnson, M. Garcia, D. Lee.

No formulas, no dragging, no text-to-columns.

Works great for:

• Extracting initials + last names

• Reformatting dates, phone numbers, addresses

• Splitting or combining text any way you want

If you've never used it: type one example, hit enter, press Ctrl+E.

Once you get used to it, you won't go back.

Cheers!

Before

After

u/Good-Willingness2234 — 12 days ago

> Ctrl+ [ (left bracket) - Jump to “precedents”

Selects all precedent cells (cells directly referenced by the active formula).

Great for tracing logic and dependencies in complex models without using the Trace Precedents button.

Bonus: Ctrl + ] jumps to dependents.

> Ctrl+A+V - Open Data Validation in one shot

Instead of going Data > Data Validation via mouse, this opens the Data Validation dialog directly.

Very fast if you often set up input‑range lists or validation rules.

> Alt + A + Q - Open Advanced Filter directly

Bypasses the menu and opens the Advanced Filter dialog immediately.

Handy when you want to filter to another range or use a criteria table without formulas.

> Alt + W + G - Start Goal Seek without digging the ribbon

Opens Goal Seek (Data > What‑If Analysis > Goal Seek) in one keystroke.

Useful if you do trial‑and‑error reverse‑formula calculations a lot.

> Ctrl + / - Select the entire current array (dynamic spilled range)

When you’re inside a dynamic‑array result (e.g., FILTER, UNIQUE, SORT), this selects the whole spill range.

Helps you quickly copy, format, or delete the entire output block, not just the top‑left cell.

> Ctrl + Shift + 8 (or Ctrl + Shift + *) - Select the current region.

Selects the entire connected block of data around the active cell (like a table region, skipping blanks).

Often faster than dragging with the mouse when you have dense tables.

> Alt + H + F + D + S - Open “Go To Special: Styles”

Opens a rarely‑used but powerful Go To Special > Styles dialog, where you can jump to all cells with a specific style (e.g., “Bad”, “Good”, “Note”).

Very nice if you use custom cell styles for status‑coding sheets.

> F4 (repeat last action) - The secret macro‑like key

After you do something like formatting, resizing rows, or dragging a formula, hitting F4 repeats that exact action in the next cell/row.

It’s like a tiny built‑in macro recorder for one‑off actions.

> Alt + ; - Select only visible cells

When you have filtered or hidden rows, this selects only the visible cells, skipping the hidden ones.

Very useful for copying/pasting or deleting only the filtered data, or for referencing only visible values.

> Ctrl + `` (grave accent) - Show all formulas

Toggles between values and formulas for the entire sheet.

Great for auditing complex models or quickly seeing which cells contain formulas.

> Ctrl + Shift + L - Toggle AutoFilter

Instantly turns AutoFilter on or off for the selected range.

Handy when you work with dynamic tables and want to enable/disable filters with one keystroke.

Note; tested and working by me

reddit.com
u/Good-Willingness2234 — 13 days ago

If you’ve ever looked at a dataset and thought “why do these numbers make no sense,” there’s a good chance the issue isn’t the formulas... it’s the blanks you didn’t realise were there. That’s where COUNTA steps in. It’s one of Excel’s simplest but most revealing functions, quietly telling you how much real data you actually have.

Below is a full walkthrough of what COUNTA does, when to use it, and how it behaves in real‑world spreadsheets.

What COUNTA Is & Why It Matters

COUNTA counts non‑empty cells in a range.
Not just numbers — anything that isn’t blank:

  • Text
  • Numbers
  • Dates
  • Logical values
  • Errors
  • Even empty strings from formulas like =""

You need it when you want to:

  • Track how many entries users have filled in
  • Check whether a form or table is complete
  • Validate that required fields aren’t left blank
  • Measure dataset completeness before analysis
  • Avoid broken formulas caused by missing inputs

COUNTA vs COUNT (and Why People Mix Them Up)

  • COUNT only tallies numeric values.
  • COUNTA tallies everything except true blanks.

If you’re counting responses, names, IDs, or mixed data types, COUNTA is the function you want.

COUNTA in Action (Simple Example)

Imagine a list of responses in A1:A20.
Some cells have names, some have numbers, some have errors, and some look empty but contain formulas.

=COUNTA(A1:A20)

This instantly tells you how many cells contain something, even if that “something” isn’t visible.

Formula Structure

=COUNTA(value1, [value2], …)

You can feed it individual cells, ranges, or a mix of both.

To see COUNTA in action with a guided walkthrough, take a look at the video I made: https://www.youtube.com/watch?v=s1YWf4C5Vp0

u/giges19 — 11 days ago
▲ 18 r/ExcelTips+1 crossposts

Stop manually searching for matches between two Excel lists! 🛑 Use this dynamic formula: `=FILTER(TeamA, COUNTIF(TeamB, TeamA))`. It identifies names in both teams in seconds. The list updates automatically whenever you add or remove names, ensuring your data stays accurate without extra work.

To learn easily watch here⏬️

https://youtube.com/shorts/vf7pr-btUy0?si=JPg2ubmlawW8koVP

u/excelinseconds — 10 days ago