How to import and sort data from embedded excel sheet?

Question

I have a work excel sheet with multiple columns (for security purposes we will pretend its a bank, where column A=account name B=account number C=co-account owner D=Amount in account) and 10,000 rows (lots of people in bank).

I have a PDF with a table that this information needs to go into, but not all 10,000 rows. I want to set it up where on my PDF in the blank table I can type column A, B, and C information and it will auto-search the excel document to auto-populate column D for that row.

Is this even possible to do? And is it possible to have the excel sheet embedded into the PDF so I dont need a second document? (non-tech savvy people at my workpalce). If it is possible, but impossible to have it embedded, please let me know!!!!

Thom Parker · Accepted Answer

Sounds like you want to use a PDF as a UI for Excel. Acrobat cannot connect to Excel, but it is possible to export the excel data as CSV, then acrobat scripts could accomplish this task. However, Excel has it's own UI builder, i.e Excel Forms. Unless there is a compelling reasion to use a PDF, you should use the Excel solution.

try67 · Answer

PDF files are not suited for this kind of dynamic content display. Use Excel.

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