Customizing PDF/XPS Import Options

Steps:

1.    Select File, click on the arrow of the Open  menu, and then select Report from the options that display.

2.    In the Files of type drop-down box, select PDF files (*.pdf).

3.    Select the CustomerSummary.pdf file, and then click Open.

You can also perform the next steps with an XPS file. In this case, open CustomerSummary.xps instead.

Monarch opens the PDF Import Options window and displays a sample of the PDF file’s data. Let’s enlarge the window so that we can view more of the sample data.

Notice that for Bluegrass Records, the value in the Amount 1 column begins one space too far to the right, so that it doesn’t line up properly with the Amount 1 values for the other three customers.

Let’s assume that we know the font used to generate this PDF was Tahoma, which is a proportional font. A quick visual investigation tells us this is not a freeform document, but is more of a columnar report. Let’s try adjusting the Stretch setting to see if this improves the conversion.

4.    In the Stretch size indicator, shift the marker until the size reads 7.0. You may need to resize the window to the right to see all of the data. Monarch applies the stretch setting and shows the results on the sample page. Note that the Amount 1 value for Bluegrass Records now lines up correctly with the Amount 1 values of the other customers. If you wish to increase the font size in the window, use the Zoom size indicator to resize the font as you wish.

5.    Click the Accept  button to close the PDF/XPS Import Options window and open the PDF file as a report.

A closer look at all of the options available in the PDF/XPS Import Options window may be found here.

This completes Chapter 6. If you plan to go on to Chapter 7 now, you may leave Monarch open but select the File tab and then click Close All . Select No when asked if you want to save changes to the model or project you created. If you plan to go on to Chapter 7 at a later time, select File > Exit Monarch.