Home » excel » Extract tables from pdf (to excel), pref. w/ vba

Extract tables from pdf (to excel), pref. w/ vba

Posted by: admin March 9, 2020 Leave a comment

Questions:

I am trying to extract tables from pdf files with vba and export them to excel. If everything works out the way it should, it should go all automatic. The problem is that the table are not standardized.

This is what I have so far.

  1. VBA (Excel) runs XPDF, and converts all .pdf files found in current folder to a text file.
  2. VBA (Excel) reads through each text file line by line.

And the code:

With New Scripting.FileSystemObject
With .OpenTextFile(strFileName, 1, False, 0)

    If Not .AtEndOfStream Then .SkipLine
    Do Until .AtEndOfStream
        //do something
    Loop
End With
End With

This all works great. But now I am getting to the issue of extracting the tables from the text files.
What I am trying to do is VBA to find a string e.g. “Year’s Income”, and then output the data, after it, into columns. (Until the table ends.)

The first part is not very difficult (find a certain string), but how would I go about the second part. The text file will look like this Pastebin. The problem is that the text is not standardized. Thus for example some tables have 3-year columns (2010 2011 2012) and some only two (or 1), some tables have more spaces between the columnn, and some do not include certain rows (such as Capital Asset, net).

I was thinking about doing something like this but not sure how to go about it in VBA.

  1. Find user defined string. eg. “Table 1: Years’ Return.”
  2. a. Next line find years; if there are two we will need three columns in output (titles +, 2x year), if there are three we will need four (titles +, 3x year).. etc
    b. Create title column + column for each year.
  3. When reaching end of line, go to next line
  4. a. Read text -> output to column 1.
    b. Recognize spaces (Are spaces > 3?) as start of column 2. Read numbers -> output to column 2.
    c. (if column = 3) Recognize spaces as start of column 3. Read numbers -> output to column 3.
    d. (if column = 4) Recognize spaces as start of column 4. Read numbers -> output to column 4.
  5. Each line, loop 4.
  6. Next line does not include any numbers – End table. (probably the easiet just a user defined number, after 15 characters no number? end table)

I based my first version on Pdf to excel, but reading online people do not recommend OpenFile but rather FileSystemObject (even though it seems to be a lot slower).

Any pointers to get me started, mainly on step 2?

How to&Answers:

You have a number of ways to dissect a text file and depending on how complex it is might cause you to lean one way or another. I started this and it got a bit out of hand… enjoy.

Based on the sample you’ve provided and the additional comments, I noted the following. Some of these may work well for simple files but can get unwieldy with bigger more complex files. Furthermore, there may be slightly more efficient methods or tricks to what I have used here but this will definitely get you going an achieve the desired outcome. Hopefully this makes sense in conjunction with the code provided:

  • You can use booleans to help you determine what ‘section’ of the text file you are in. Ie use InStr on the current line to
    determine you are in a Table by looking for the text ‘Table’ and then
    once you know you are in the ‘Table’ section of the file start
    looking for the ‘Assets’ section etc
  • You can use a few methods to determine the number of years (or columns) you have. The Split function along with a loop will do
    the job.
  • If your files always have constant formatting, even only in certain parts, you can take advantage of this. For example, if you know your
    file line will always have a dollar sign in front of the them, then
    you know this will define the column widths and you can use this on
    subsequent lines of text.

The following code will extract the Assets details from the text file, you can mod it to extract other sections. It should handle multiple rows. Hopefully I’ve commented it sufficient. Have a look and I’ll edit if needs to help out further.

 Sub ReadInTextFile()
    Dim fs As Scripting.FileSystemObject, fsFile As Scripting.TextStream
    Dim sFileName As String, sLine As String, vYears As Variant
    Dim iNoColumns As Integer, ii As Integer, iCount As Integer
    Dim bIsTable As Boolean, bIsAssets As Boolean, bIsLiabilities As Boolean, bIsNetAssets As Boolean

    Set fs = CreateObject("Scripting.FileSystemObject")
    sFileName = "G:\Sample.txt"
    Set fsFile = fs.OpenTextFile(sFileName, 1, False)

    'Loop through the file as you've already done
    Do While fsFile.AtEndOfStream <> True
        'Determine flag positions in text file
        sLine = fsFile.Readline

        Debug.Print VBA.Len(sLine)

        'Always skip empty lines (including single spaceS)
        If VBA.Len(sLine) > 1 Then

            'We've found a new table so we can reset the booleans
            If VBA.InStr(1, sLine, "Table") > 0 Then
                bIsTable = True
                bIsAssets = False
                bIsNetAssets = False
                bIsLiabilities = False
                iNoColumns = 0
            End If

            'Perhaps you want to also have some sort of way to designate that a table has finished.  Like so
            If VBA.Instr(1, sLine, "Some text that designates the end of the table") Then
                bIsTable = False
            End If 

            'If we're in the table section then we want to read in the data
            If bIsTable Then
                'Check for your different sections.  You could make this constant if your text file allowed it.
                If VBA.InStr(1, sLine, "Assets") > 0 And VBA.InStr(1, sLine, "Net") = 0 Then bIsAssets = True: bIsLiabilities = False: bIsNetAssets = False
                If VBA.InStr(1, sLine, "Liabilities") > 0 Then bIsAssets = False: bIsLiabilities = True: bIsNetAssets = False
                If VBA.InStr(1, sLine, "Net Assests") > 0 Then bIsAssets = True: bIsLiabilities = False: bIsNetAssets = True

                'If we haven't triggered any of these booleans then we're at the column headings
                If Not bIsAssets And Not bIsLiabilities And Not bIsNetAssets And VBA.InStr(1, sLine, "Table") = 0 Then
                    'Trim the current line to remove leading and trailing spaces then use the split function to determine the number of years
                    vYears = VBA.Split(VBA.Trim$(sLine), " ")
                    For ii = LBound(vYears) To UBound(vYears)
                        If VBA.Len(vYears(ii)) > 0 Then iNoColumns = iNoColumns + 1
                    Next ii

                    'Now we can redefine some variables to hold the information (you'll want to redim after you've collected the info)
                    ReDim sAssets(1 To iNoColumns + 1, 1 To 100) As String
                    ReDim iColumns(1 To iNoColumns) As Integer
                Else
                    If bIsAssets Then
                        'Skip the heading line
                        If Not VBA.Trim$(sLine) = "Assets" Then
                            'Increment the counter
                            iCount = iCount + 1

                            'If iCount reaches it's limit you'll have to redim preseve you sAssets array (I'll leave this to you)
                            If iCount > 99 Then
                                'You'll find other posts on stackoverflow to do this
                            End If

                            'This will happen on the first row, it'll happen everytime you
                            'hit a $ sign but you could code to only do so the first time
                            If VBA.InStr(1, sLine, "$") > 0 Then
                                iColumns(1) = VBA.InStr(1, sLine, "$")
                                For ii = 2 To iNoColumns
                                    'We need to start at the next character across
                                    iColumns(ii) = VBA.InStr(iColumns(ii - 1) + 1, sLine, "$")
                                Next ii
                            End If

                            'The first part (the name) is simply up to the $ sign (trimmed of spaces)
                            sAssets(1, iCount) = VBA.Trim$(VBA.Mid$(sLine, 1, iColumns(1) - 1))
                            For ii = 2 To iNoColumns
                                'Then we can loop around for the rest
                                sAssets(ii, iCount) = VBA.Trim$(VBA.Mid$(sLine, iColumns(ii) + 1, iColumns(ii) - iColumns(ii - 1)))
                            Next ii

                            'Now do the last column
                            If VBA.Len(sLine) > iColumns(iNoColumns) Then
                                sAssets(iNoColumns + 1, iCount) = VBA.Trim$(VBA.Right$(sLine, VBA.Len(sLine) - iColumns(iNoColumns)))
                            End If
                        Else
                            'Reset the counter
                            iCount = 0
                        End If
                    End If
                End If

            End If
        End If
    Loop

    'Clean up
    fsFile.Close
    Set fsFile = Nothing
    Set fs = Nothing
End Sub

Answer:

I cannot examine the sample data as the PasteBin has been removed. Based on what I can glean from the problem description, it seems to me that using Regular Expressions would make parsing the data much easier.

Add a reference to the Scripting Runtime scrrun.dll for the FileSystemObject.
Add a reference to the Microsoft VBScript Regular Expressions 5.5. library for the RegExp object.

Instantiate a RegEx object with
Dim objRE As New RegExp

Set the Pattern property to “(\bd{4}\b){1,3}”
The above pattern should match on lines containing strings like:
2010
2010 2011
2010 2011 2012

The number of spaces between the year strings is irrelevant, as long as there is at least one (since we’re not expecting to encounter strings like 201020112012 for example)

Set the Global property to True

The captured groups will be found in the individual Match objects from the MatchCollection returned by the Execute method of the RegEx object objRE. So declare the appropriate objects:

Dim objMatches as MatchCollection
Dim objMatch as Match
Dim intMatchCount 'tells you how many year strings were found, if any

Assuming you’ve set up a FileSystemObject object and are scanning the text file, reading each line into a variable strLine

First test to see if the current line contains the pattern sought:

If objRE.Test(strLine) Then
  'do something
Else
  'skip over this line
End If

Set objMatches = objRe.Execute(strLine)
intMatchCount = objMatches.Count

For i = 0 To intMatchCount - 1
   'processing code such as writing the years as column headings in Excel
    Set objMatch = objMatches(i)
    e.g. ActiveCell.Value = objMatch.Value
   'subsequent lines beneath the line containing the year strings should
   'have the amounts, which may be captured in a similar fashion using an
   'additional RegExp object and a Pattern such as "(\b\d+\b){1,3}" for
   'whole numbers or "(\b\d+\.\d+\b){1,3}" for floats. For currency, you
   'can use "(\b$\d+\.\d{2}\b){1,3}"
Next i

This is just a rough outline of how I would approach this challenge. I hope there is something in this code outline that will be of help to you.

Answer:

Another way to do this I have some success with is to use VBA to convert to a .doc or .docx file and then search for and pull tables from the Word file. They can be easily extracted into Excel sheets. The conversion seems to handle tables nicely. Note however that it works on a page by page basis so tables extending over a page end up as separate tables in the word doc.