Forum Discussion
Fill Out multiple PDF Forms with Data
Hello,
I am trying to fill out multiple PDF forms with address and phone contact information in PowerBI Desktop. It is the same single form, but different data each time.
I was told there was a way to do this by a colleague but they no longer work with me and I wasn't able to learn how they accomplished this.
Could I get any support on the matter?
Thanks,
Eduardo
Well, you can try any of the popular PDF tools (Adobe, Foxit) on the market, however, a low-dollar subscription would help to make this a sustainable effort.
I use both, (this is not a sales endorsement), however in the last
six months, for a larger project I used Foxit exclusively. You would have to do your personal due diligence first.
- Free Online PDF Editor | Edit PDF Files Effortlessly with Foxit
- Adobe Acrobat PDF software | Adobe Acrobat
Understanding more of the context now, the favor is towards purchasing a subscription for one or another product. Depending on your work type, this may be considered a deduction at one or more levels in the same way as Microsoft 365.
Fortunately, the form is well-designed, the fields are readily visible.
From a functional perspective when looking at the PDF file, it was produced using Microsoft® Word for Office 365, PDF-1.7, and there are no security restrictions on the file itself.
Commercial work (even when considering this scenario may be for a non-profit) requires a license for use.
6 Replies
Are you asking if I am able to display a fillable form interactively in a Power BI Visual, or are you asking if you can use a Power BI Dataset as the source to fill out multiple PDF fillable forms?
The second one. Using a PowerBI Dataset to fill out a PDF form. And then, repeating the process for each new row of data.
What is the PDF form tool or suite you are using, the version, and the subscription level?
Where do you plan on storing the Forms, any work-in-progress data, and final data?
Will you be using SharePoint Online and OneDrive or another popular cloud service?
Generally speaking, you will use Power Query to shape and clean up the data received, and then export it into a CSV file (as a tab-delimited text file). You may want to handle the column mapping with Power Query to save mapping in whatever PDF Suite will handle it. Adobe is probably the most recognized of the breed and works well.
