+ Reply to Thread
Results 1 to 10 of 10

Format Exports to Match - Custom/Text

  1. #1
    Registered User
    Join Date
    03-30-2015
    Location
    Charlotte, NC
    MS-Off Ver
    2013
    Posts
    27

    Format Exports to Match - Custom/Text

    Good afternoon. I have two exports that I'm trying to make work together, but the differing formats are causing me issues. One is a PDF that I convert to Excel. These cells are automatically formatted as Custom values. I have numbers that appear as "0100" but are only "100" when you actually select that cell. I then take another export from our company software (JD Edwards) and drop it into the same workbook. These are formatted as Text, so "001" is actually "001". The goal is to get the formats aligned so that a VLookup is possible, but it doesn't seem as simple as changing the format of the first export to Text. I'm wondering if there's a way to capture the "0" that doesn't really exist in this first export so that it doesn't disappear when I change the format.

    Please let me know what information I'm not clearly conveying and I'll do my best to clear it up. The ultimate goal is to create a workbook where the employees can dump both of these exports into two worksheets and their copy/paste information will be summarized on a third worksheet. If you need a sample uploaded, I can do that as well. Thanks in advance

  2. #2
    Forum Expert teylyn's Avatar
    Join Date
    10-28-2008
    Location
    New Zealand
    MS-Off Ver
    Excel 365 Insider Fast
    Posts
    11,372

    Re: Format Exports to Match - Custom/Text

    Hello,

    if the values from the PDF are only formatted to show a leading zero, but are truly numbers, then all you need is to convert the JDE values from text to numbers for a Vlookup. This can be done on the fly inside the VLookup formula. With a JDE value in cell A1, try

    =VLOOKUP(A1*1,$B$1:$C$100,2,0)

    The multiplication will coerce the text into a number and the VLookup does not run into a data type mismatch.

    cheers, teylyn

  3. #3
    Registered User
    Join Date
    03-30-2015
    Location
    Charlotte, NC
    MS-Off Ver
    2013
    Posts
    27

    Re: Format Exports to Match - Custom/Text

    Thanks for the input. Here's the thing, our GL codes sometimes begin with a 0. So I need to keep the 0's in there in order to ensure I don't create an issue between accounts. One account could be 01250 and another could be 1250. Let me know what you think about this, please.

  4. #4
    Forum Expert teylyn's Avatar
    Join Date
    10-28-2008
    Location
    New Zealand
    MS-Off Ver
    Excel 365 Insider Fast
    Posts
    11,372

    Re: Format Exports to Match - Custom/Text

    In that case you need to tackle the PDF part. How do you get the PDF data into Excel? What tool do you use?

  5. #5
    Registered User
    Join Date
    03-30-2015
    Location
    Charlotte, NC
    MS-Off Ver
    2013
    Posts
    27

    Re: Format Exports to Match - Custom/Text

    I'm opening the PDF and selecting File>Save As Other>Spreadsheet>Microsoft Excel Workbook. The only other option it gives under Spreadsheets is XML Spreadsheet 2003. I tried saving as that just now before replying and received the same result, "0100" that's really "100."

  6. #6
    Forum Expert teylyn's Avatar
    Join Date
    10-28-2008
    Location
    New Zealand
    MS-Off Ver
    Excel 365 Insider Fast
    Posts
    11,372

    Re: Format Exports to Match - Custom/Text

    You're opening the PDF with what tool? Acrobat Reader won't save as Excel, so you must be using something else. Get into the details of that tool.

  7. #7
    Registered User
    Join Date
    03-30-2015
    Location
    Charlotte, NC
    MS-Off Ver
    2013
    Posts
    27

    Re: Format Exports to Match - Custom/Text

    We're using Adobe Acrobat Pro. They use Excel to create these reports, they just save them as PDFs to prevent further changes. If we can't find a way to align the formats, we might just have to start leaving them in Excel.

  8. #8
    Forum Expert newdoverman's Avatar
    Join Date
    02-07-2013
    Location
    Port Dover, Ontario, Canada
    MS-Off Ver
    2010
    Posts
    10,330

    Re: Format Exports to Match - Custom/Text

    It has been a long time since using the results from Adobe Acrobat in Excel so, I'm taking a guess here. Can you select and copy the PDF table(s) and then paste into Excel using the Text Import Wizard (selection under the Paste button) and import all the columns as text. This will maintain leading 0 values. Seeing that the other program provides a text output into Excel, the data should be compatible unless the values to be looked up are identical.

    It would help if you uploaded a representative sample of the problem.
    <---------If you like someone's answer, click the star to the left of one of their posts to give them a reputation point for that answer.
    Ron W

  9. #9
    Registered User
    Join Date
    03-30-2015
    Location
    Charlotte, NC
    MS-Off Ver
    2013
    Posts
    27

    Re: Format Exports to Match - Custom/Text

    That did it. It landed the values in the format we need them. We can manipulate it the rest of the way to serve our needs. Thank you very much for the time and information!

  10. #10
    Forum Expert teylyn's Avatar
    Join Date
    10-28-2008
    Location
    New Zealand
    MS-Off Ver
    Excel 365 Insider Fast
    Posts
    11,372

    Re: Format Exports to Match - Custom/Text

    Quote Originally Posted by Kenny Blackwell View Post
    We're using Adobe Acrobat Pro. They use Excel to create these reports, they just save them as PDFs to prevent further changes. If we can't find a way to align the formats, we might just have to start leaving them in Excel.
    If you work in the same company, surely you can come up with a collaborative approach that eliminates the kerfuffle caused by routing data through PDFs. If you need the spreadsheet for further analysis, you have a case to get the spreadsheets. Talk to your boss.

    Also, once you have the PDF data in Excel, you can still change figures, so the approach "you get a PDF so you don't change the data" is useless, anyway.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. TEXT function with custom format
    By sajmen in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 11-30-2014, 11:54 AM
  2. Formula that exports percentage based on text
    By Mariku in forum Excel Formulas & Functions
    Replies: 3
    Last Post: 11-19-2013, 06:37 PM
  3. macro that exports text to notepad and also removes consecutive exclamation points...
    By indullg83 in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 08-15-2009, 12:51 PM
  4. Replies: 3
    Last Post: 02-01-2006, 09:15 AM
  5. Custom format with text
    By PierreL in forum Excel General
    Replies: 2
    Last Post: 10-14-2005, 02:05 PM
  6. Custom format text
    By coco in forum Excel Programming / VBA / Macros
    Replies: 2
    Last Post: 08-25-2005, 01:05 PM
  7. [SOLVED] How to format text and numbers as custom
    By Julian Ganoudis in forum Excel General
    Replies: 4
    Last Post: 04-04-2005, 02:06 PM

Tags for this Thread

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1