Extract PDF according to specific criteria

[Green171224]

Hello,

I need some very general help with vba.
I have a pdf file with approximately 150 payslips. I also have a list with employers - numbers, names and their managers. Each manager should receive only payslips for her/his team according to the data in excel. Is it possible to create a VBA that would extract pages from initial PDF according to the criteria in Excel (employee nr or name and surname), combine them and save a separate pdf for each manager in a specific folder?

Best,
Inna

 

[ExcelToDAX]

I would recommend using Power Query to extract PDF information, and then use VBA to send them if their name is in the PDF. Start with this link and then we can do the VBA part after.

 

[John_w]

This is possible, but quite tricky.

If you have Acrobat Pro installed then you could do the following by calling the Acrobat API from Excel VBA: extract the individual pages from the main PDF file; read each 'page' PDF to identify the employee name in it; combine that 'page' PDF with that employee's 'manager' PDF according to your list in Excel.

Otherwise you'd need a third party tool such as PDFtk Server and do the following steps from Excel VBA: run its 'burst' command to split the main PDF into separate PDFs for each page; import each 'page' PDF into Excel using Word VBA to identify the employee name in it; run its 'cat' command to combine that 'page' PDF with that employee's 'manager' PDF according to your list in Excel.

There should be example code on this forum for all the steps in both approaches.

 

[Green171224]

This is possible, but quite tricky.

If you have Acrobat Pro installed then you could do the following by calling the Acrobat API from Excel VBA: extract the individual pages from the main PDF file; read each 'page' PDF to identify the employee name in it; combine that 'page' PDF with that employee's 'manager' PDF according to your list in Excel.

Otherwise you'd need a third party tool such as PDFtk Server and do the following steps from Excel VBA: run its 'burst' command to split the main PDF into separate PDFs for each page; import each 'page' PDF into Excel using Word VBA to identify the employee name in it; run its 'cat' command to combine that 'page' PDF with that employee's 'manager' PDF according to your list in Excel.

There should be example code on this forum for all the steps in both approaches.

Thank you! I'll see what suits best for our process.

 

[Green171224]

I would recommend using Power Query to extract PDF information, and then use VBA to send them if their name is in the PDF. Start with this link and then we can do the VBA part after.

Thanks for the idea!