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Last updated

December 3, 2021

Table of contents

How to extract data from tables

What can I use table extraction for?

Impira’s powerful and flexible table extraction feature lets you pull data out of tables within your documents, as well as data from recurring lists and repeated values, and place them in a clean, spreadsheet-like format. 

Adaptable to unique layouts

Tables come in all sorts of shapes, sizes, and formats. Group files with similar table layouts into collections, and use the following steps to teach Impira what your tables look like. Impira will actively learn and begin to extract the same data you need out of the rest of your files.

Here are some examples of tables Impira can extract:

How to extract table data

Step 1: Start with Row 1

Once you’ve uploaded your file and placed it into a collection, open a file to enter file view.

  1. Go to Add field in the top right corner, select Table, and give your table a name.

  1. A blue box will appear on your document. Adjust the box to capture your first row values, minus any header or column names.

  1. One by one, name your column headers, highlight the corresponding value, then click Add value.
  2. Choose Done after you’ve added your last value for Row 1.

Behind the magic: What’s happening?

In the animation above, you can see Impira go down the QTY column and identify other values from other rows. Impira has already used your first QTY label to learn what you’re looking for and immediately went to work. The more column headers you label, the more Impira gets a clearer picture of what you’re trying to extract.

You’ll see Impira’s predictions show up in a queue in File view in just a few moments. If you don’t see any show up, you may have to label a few more fields in a new row. 

Impira never stops learning. As you review predictions, Impira will automatically apply your input and reprocess previous predictions to make them better. With just a handful of points and clicks, you’re making life easier by creating a more fine-tuned machine learning model that’ll perform better for files you upload into this collection in the future.

Step 2: Review Impira’s work and see that magic 

By the time you finish labeling Row 1, Impira has already gone through the rest of your rows and files to extract matching data. You’ll see Impira’s predictions populate the queue in just a few moments.

All the rows will be displayed in a list and will feature a red, green, or black marker. These indicate Impira’s machine learning confidence level for that row. Let’s go through and check Impira’s work.

Reviewing Impira’s work will boost confidence and make the machine learning models smarter and more effective. Read more about machine learning confidence at Impira.

  1. Choose any row and take a look to see if all the values are accurate. 
  2. If they need adjustment, click the value and either highlight the correct value on your document or type in the value yourself. Choose Confirm value.
  3. Once all the values are correct, choose Confirm entire row. This signals Impira to go apply new learnings and reprocess predictions.
  4. Continue this process for subsequent rows until Impira grows more confident and turns red markers green.

Step 3: Modifying your table

While in File view, hover over the three dots icon in any row and choose, Delete Row, Insert row above, or Insert row below

Now that your table is clean and ready to go, you can Close file view to see that tables in the rest of your files have been extracted. If you still see any more red markers, re-open the file and repeat the review steps listed above to make sure your tables are good to go.

You can also collapse or expand any table by clicking the arrows next to the file name.

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