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PDF to Excel Automation Tool

A Python script that processes data from a PDF file, converts it to CSV format, parses the data, and populates specific sections of a provided financial audit Excel spreadsheet (see "audit.xlsx" file) based on a given command.

Features

  • PDF to CSV Conversion: Extracts data from the PDF and saves it as a CSV file.
  • Data Parsing: Analyzes and structures the extracted data.
  • Excel Population: Fills specific sections of an input Excel spreadsheet based on parsed data and provided commands.

Requirements

  • Python 3.7+
  • Required Python libraries:
    • pandas
    • openpyxl

Install the dependencies:

pip install pandas openpyxl

Usage

  1. Run the script with the following arguments:

    python script.py <command> <data.pdf> <spreadsheet.xlsx>
    • <command>: Specifies the operation to perform: fillExecs or fillTransactions
    • <data.pdf>: Path to the input PDF file containing the data
    • <spreadsheet.xlsx>: Path to the Excel spreadsheet to be populated (format must be the same as "audit.xlsx")

  2. The script will:

    • Convert the PDF to CSV
    • Parse the CSV data
    • Update the specified sections of the Excel spreadsheet

  3. The output Excel file will be saved with updated content in the same directory

Example

python script.py fillTransactions data.pdf audit.xlsx

This command converts data.pdf into a CSV, processes the data, and updates the audit.xlsx file based on the fillTransactions command.