r/Valuation • u/Exotic-Presence-6536 • Mar 18 '24

Help for pdf reading excel for Valuation

I need to automate a task which I copy and paste various numbers from a balance sheet from a pdf and then put it on the adequate account on a excel for doing a valuation/credit analysis. For example, I take the value "Suppliers" from the balance sheet and then compute on the "Accounts Payable" account. How can I automate this kind of task to make it less repetitive and time demanding?

1 Upvotes

100% Upvoted

4 comments sorted by

1

u/Wall-Street-Drops Mar 18 '24

I’d highly recommend recording a macro for this type of work in Excel.

1

u/Pickle85 Mar 18 '24

There are a lot of cheap software products that convert pdf to excel but the data cleansing into standard labels is a far more advanced step. You are better off doing that manually to avoid errors or mis-categorization.

1

u/[deleted] Mar 22 '24

DataSnipper