[Doug McLean]

Hi Austin, welcome to the Brainery.

In answer to your question, probably not directly, but its more than likely doable.
You’re first going to have to figure out exactly how data will get imported into your software.

As David said, you’ll probably have to wash it in Power Query or something to get it exactly correct.

You can look for my post about my XCON presentation on the message boards, it walks you through all the steps you’re going to need to do first in order to do what you want.
If you like, you can jump on Studio and join Project 971-801-391. Its my presentation with the full Power Point and a bunch of step by step instructions.

Cheers

[Doug McLean]

I just looked and there is a Get PDF Form Data connector in Power Automate.
Its put out by Encodian.
I’ve never used this, but I’m sure with a little digging, we could figure it out pretty easily.

[Doug McLean]

It seems going from PDF data to Excel is fairly easy, but going the other way is almost impossible.

I would still explore the use of Power Automate though, might be the easiest way

[Doug McLean]

Isaac, are you trying to go from Excel to PDF? Why?

Wouldn’t it be much easier to go to either a Word or Excel form and then just print to PDF?

Another way would be to use Power Automate to take named cells from an Excel document to a PDF.

[Doug McLean]

One of my personal favourite tips and tricks to share.

[Doug McLean]

Thanks Dave.

Same to you and your family

[Doug McLean]

In a word, no, but the data can be exported.

[Doug McLean]

I always have new people add this to their toolbars when I give them their initial tutorial.
I have to say it’s a bit confusing to me that this isn’t a default tool.
If you go looking for it, its on the Text toolbar. Just check the box to add

[Doug McLean]

a lot of people don’t know about it (and even more don’t realize its free)
It really is one of the best tools out there for repeated data washing.
Just mind your steps, because it can error out easily. Its best to have a nice consistent output of data so that your columns names are all the same all the time. That is one big key to using Power Query. The other is a consistent name of your markup summary, which a BatchConfig file will allow you to do. This will allow you to make your file path a bit more dynamic if you like

[Doug McLean]

Yeah, sometimes you do something and you get an unexpected result.
One simple line of code can change something that’s worked for years. You don’t even realize what you’ve done.

[Doug McLean]

If you need any help, just let me know

[Doug McLean]

I use it to show how to add a tool to a toolbar.

[Doug McLean]

Mine is set that way.
It only happens when I use an email template.

[Doug McLean]

This is why I use Forms.
Revu makes it very easy to export all the form data. Plus if they’re all in the same folder, you can use Merge Data and Revu will pull all the like data fields together in one simple report.

[Doug McLean]

Depends.
Our estimating software allows for us to set a waste percentage, so in most cases we’ll just do it that way.
But if its for something that I know I have a material limitation to, I do it in my markups. This is a great use for the Sketch to Scale markup tools and/or the alignment tools. I can lay out something evenly using a few lines and the ‘Distribute’ tools then place my markups accordingly. This way I can get an accurate sheet count as opposed to just square footage. Then when it imports into our estimating software the panel sizes are already accounted for.

If its something like moulding, we’ll round up to the nearest length of whatever we’re shipping.