Extract tabular data from similarly formatted documents at scale with the new table extraction capabilities in Form Extraction, available from DataSnipper Version 6.1/
What's new in version 6.1?
In version 6.1, Form Extraction can now detect and extract tabular data at scale. Simply perform a Table Snip by dragging a rectangle on the table, and Form Extraction will detect and Snip the same from all selected documents at once. Additionally, you can now reorder extractions before exporting the data into your workbook. Simply click and drag the extractions in the Form Extraction pane to reorder.
Prerequisites
- Similarly structured documents to extract data (e.g. sales invoices, contracts, tax forms)
- DataSnipper v6.1 and later
Video tutorial
Start extracting
- Open the form extraction section by clicking on the Document Extraction button in the DataSnipper Ribbon and select Form Extraction from the dropdown menu.
- Select Start new form extraction, from the pop-up window to get started.
- Import and/or select all the documents you want to use.
- Click on Add extraction button to extract data from imported documents. Simply click and drag over the area of the document which includes the data you would like to extract.
- You can see the preview of the extracted data fields on the right-hand side of the screen.
- To extract tables from documents, click on the arrow adjacent to the Add extraction button, and choose Add table extraction from the drop-down menu. Simply click and drag over the area of the document which includes the table you would like to extract.
- To reorder extractions after you have made them, hover over the extractions on the left-hand side panel. Click and drag the extractions to reorder as you like. You can see the changes reflected in real-time in the Preview of extractions panel.
- Finally, click on Export to Excel and your extractions will appear on a new workbook.