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Home Tech Apps & Software

Switching between File Formats to Boost Productivity

by Miles Austine
in Apps & Software, Tips and Tricks
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PDFs are popular. They are the most used file format, but that doesn’t make them the one-size-fits-all for all your office problems.

There are instances when converting these files to another format is the most reasonable thing to do. PDFs deny you the freedom to do many things you can do with other file formats.

This article will discuss instances when a PDF to Excel converter is your best friend. It will also discuss other PDF tools you may need to switch among the different document formats.

Switching between Formats Can Increase Productivity

One thing we know about PDFs is that they are not easy to edit. It is easier to make changes in documents after converting them to other formats like Word and Excel.

It can be tiresome to use PDF docs for all office duties; these file formats are better left for document management and not all tasks.

Shifting to a format that allows you to work faster saves a lot of time and helps you avoid mistakes that you would otherwise made trying to struggle with a PDF document.

Remember, PDFs became popular because they are usable across multiple devices. It does not make sense insisting on doing all your office work in this format.

Instances When PDF to Excel Conversion Can Boost Productivity

PDFs are a favorite for many, but they are not flexible enough to accommodate all our office needs. So when is it an excellent idea to consider a PDF to Excel converter?

1. When You’re after Next-level Automation 

Excel has an automation feature that most users do not know about—the Macro. It enables a user to record an activity and automate it so that it happens over and over again. A Macro could be a set of activities characterized by mouse-clicks and keyboard strokes.

The document format captures the activities during a macro and enables a user to accomplish it repeatedly until a task is complete. Macro is particularly useful when you need to format docs uniformly in terms of font, color, italics, or text bolding.

Furthermore, users can tweak these macros by editing them when needed. The ability to make changes saves you the hassle of starting from scratch when you need to make a change.

2. When You Need to Add Comments as Reminders to Cross-check your Data 

A PDF to Excel converter when you need to add comments as reminders to cross-check your data later.

When working on projects, we often record data on documents. Sometimes we are not sure about the data we enter and wish to leave a small comment on the side to remind you that you need to double-check it.

Excel can make this dream come true; PDFs don’t allow you enough wiggle room.

The internet has third-party apps to help you add a markup to PDF documents, but these must be pre-installed if you w comments in this format.

The lack of uniformity in the PDF editors used to view and make changes to a document may lead to formatting errors, compromising its readability.

In comparison, Excel is a widespread tool among users. That means you can be confident the recipient of the doc will view the changes you’ve highlighted.

3. When You Need to Analyze Table Data Better 

PDF has no built-in data analysis capabilities.

Excel has a feature known as the PivotTable. This tech allows the user to analyze the data in a table in different perspectives that you may not think of on your own.

Because the feature allows a user to deal with cached data, you can analyze your data without interfering with the original entries.

This capability is particularly useful for projects that involve mining piles of data, and you’re looking to break it down as much as possible.

4. When You Want to Delete Without a Hassle 

To edit a PDF file, you must import the doc to a third-party editing app, yet you do not always have the time to do all these and convert it back to portable document format.

Because you receive a continuous inflow of information, you only need data useful to your organization. That’s why it makes sense to update your lists and do away with what you don’t need.

This task is easier done if you use a PDF to Excel converter.

5. When You Need to Generate Timesheets 

PDFs pose problems to users looking to edit their content. And that makes it a difficult doc format to manipulate.

In truth, this format gained publicity because of its multichannel consistency. It ensures a receiver views the same document regardless of the device they are using, whether a mobile gadget or a computer.

This difficulty in editing leads to serious problems when a user needs to make the simplest changes on the spot.

 For instance, you may be supervising the new recruitment process and would like your new staff to record the time it takes to finish each training phase. Making everyone write down the info on a sheet and later changing it to Portable Document Format may seem okay until you realize its eating all your time.

Handwritten work is also a problem because some manually written data is difficult to decode.

But Excel offers automatic updates of the date and time, which means you can track time spent on training by checking Excel. Your employees must not record time manually.

6. When you Need to Simplify Your Formatting 

The Flash Fill element identifies, master’s patterns, and automatically fill them in the Excel boxes.

The feature collects a user’s patterns and reduces the number of keystrokes used during the typing process. Saving on time means you complete more work and become more productive.

Final Words

PDFs are excellent for storing data, sending documents for signing, and other document management tasks, but is not flexible for editing and automating processes.

Businesses must now understand when to use other documents other than PDF. Knowing when to shift to a different format is essential in saving time and boosting productivity.

If possible choose a PDF suite with a PDF to Excel Converter and other tools you need to switch between documents.

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