Invoice Extraction: Extract PDF Invoice to Excel with UiPath
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- เผยแพร่เมื่อ 29 มิ.ย. 2024
- Extracting PDF invoices to Excel with UiPath? And you don't want to use Regular Expressions? Then this tutorial is for you! The method I show in this video you can use with a large part of invoices.
⭐️Download the sample PDF Invoice⭐
🔗 rpa-unlimited.com/youtube/uip...
⭐️Link to the Invoice template (you don't need it in the course, just in case ;)⭐
🔗create.microsoft.com/en-us/te...
⭐️ Skip through the video ⭐
00:00 - Intro
00:19 - Let's take a look at the invoice
00:55 - Saving the invoice and creating the folder structure
01:41 - Installing the PDF Package in UiPath
01:59 - How to extract text from PDF in UiPath
03:29 - How does a PDF file look when extracted with UiPath?
04:30 - How to extract metadata from PDF with UiPath (e.g. invoice nr / date)?
06:32 - How to extract line items from PDF with UiPath?
10:28 - How to build a flow that can handle multiple invoices
12:27 - How to save the result to an Excel file?
15:37 - Run the robot and test the result
⭐️ Follow me ⭐
💼 LinkedIn: / thomasjanssen90
#uipath #rpa #roboticprocessautomation - วิทยาศาสตร์และเทคโนโลยี
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Very good explanation
Thank you for your comment, glad my video was helpful for you :)
For the given invoice example in the video, the TextToLeft/Right works fine because the text part always appears BEFORE the value. I have an invoice when converted to text has the value AFTER the text e.g. "some thing is here 5,000 Total etc etc" rather than "some thing is here Total 5,000 etc etc". I can get the left part of Total to give me " some thing is here 5,000 " so in this case I would need to split the string by " " and get the last element of the string array, rather than the first which TextToLeft/Right gives you. i.e. the result would be "thing is here 5000 etc etc" if i tried to use TextToLeft/Right returning the right side. Of course I can just write my own split to return the last element, (or reverse the order of the lines in the original text and apply TextToLeft/Right) but it would have been nice to have a Boolean property in TextToLeft/Right to allow splitting by the last appearance of the separator , instead of always splitting by the first appearance of the separator.
I'm thinking of the business users of UiPath Studio /StudioX
thank you
Thank you for your comment, glad my video was useful for you 😀
Use this method to extract straight forward data and combine with Regex for any data not conforming to this method
Exactly, I’m planning another video on the more “advanced” RegEx extraction soon 😀
Hello, I can't seem to join some words of the same column together. Like how you did for the "Decorative clay pottery", can you help me? I have other rows which do not require this change so how should I make the necessary changes without amending my other data?
This method only works if the distance between columns is different than the distance between words (1 space). In other scenarios I would suggest to use RegEx extraction
@@TomsTechAcademy I see, thank you.
Hi, I want to use 3 invoices but the thing is that the values of each invoice will overwrite each other. I added a read range workbook as well as an assign and now it says that it cannot process as its being used by another process. Can you help me ?
Thanks a lot
I have also added increment row but it still isn't working
Hi, please post this question on my Discord channel - this way I can help you better: discord.gg/WHJWFNDXXX
after i'm done with creating the project can i add more invoices to the input folder ? will it work the same ?
You can add more invoices, though the format needs to be the same. I would definitely encourage to create (or download) some invoice templates and experiment with reading them :) that's how you learn UiPath!
thank u so much
@@TomsTechAcademy
is just only can extract English language? I use Arabic language
You should be able to extract any language as long as the format is similar 😀 just use other text in the “text to left / right” activity
@@TomsTechAcademyGreat you r great man ❤
im not getting the output as pdf.txt it is not showing any txt file in my file location
Can you try to navigate to your project files (instead of the actions sheet, navigate to "project" on the left side of your screen). Now right click on "main.xaml" and click "open file location". Can you check whether pdf.txt is stored in this directory? Otherwise, I would recommend to check whether the scope of your variables is configured correctly.
i got it thank you
@@TomsTechAcademy
Very hard to see, the video is not sharp
Can you please click on the gear icon at the right bottom of the YT video and change the resolution to 1080p? The video has been recorded in 1920*1080 resolution so it should be sharp?