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How to Use ChatGPT for PDF Data Analysis? [Answered]

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Published By Raj Kumar
Anuraag Singh
Approved By Anuraag Singh
Published On July 31st, 2024
Reading Time 9 Minutes Reading
Category How to

The present data-driven world has found a new method for data analysis: artificial intelligence. From complex mathematical problems to extensive data analysis, there’s nothing AI can’t solve! A part of the large-scale AI expansion is virtual chatbots/assistants assisting us with generative conversations based on specific prompts fed by us. One such virtual chatbot/assistant is ChatGPT from OpenAI. This blog post explores the methods to use ChatGPT for PDF data analysis and the reasons behind it.

Why Examine PDF in ChatGPT?

The pre-AI days saw extensive manual PDF data analysis by reading every line and jotting down crucial pointers for making an exclusive content summary. Thanks to the rise of AI, this time-consuming manual work is now done by superfast chatbots/assistants, one of them being ChatGPT, in just a matter of minutes, thus saving time and human energy.

This section explores the reasons to analyze PDF file with ChatGPT in the following points:

  • Text Extraction: ChatGPT can extract the PDF file content and outline it according to the user’s prompt, besides explaining key pointers in simple language. It makes PDF data analysis easy and more efficient.
  • Content Flexibility & Data Analysis: Another reason to use ChatGPT for PDF data analysis is content flexibility and data examination. ChatGPT thoroughly scans and summarises numerous PDF documents – college notes, business reports, or research thesis – with total ease and generates a bulleted summary and main points about the uploaded PDF file without any problems. Moreover, it can extract tables, figures, and other complex data from PDF files and assess them for further examination/comparison with other sources.
  • Content Translation and Interpretation: The third reason to analyze PDF file with ChatGPT is content translation and interpretation. Users can command ChatGPT to translate the uploaded PDF file(s) to their preferred language, and it will convert the original content into the chosen language while maintaining the original content’s meaning precisely. Moreover, ChatGPT helps with complex document interpretation in simpler terms. Users can upload complex legal, academic, or technical documents, and ChatGPT can simplify the entire document for better comprehension.
  • Interactive Requests: ChatGPT can answer all user queries interactively by resolving specific requests based on prompts like definitions and content explanations. It can help users understand definite sections of the PDF file without a comprehensive summary.

These reasons highlight the importance of ChatGPT in PDF data analysis, and the following section mentions the methods to analyze PDF file with ChatGPT.

Read More: Remove Encryption From PDF on Mac & Windows System

Methods to Use ChatGPT for PDF Data Analysis

We have read the reasons to examine PDF in ChatGPT in this blog. Now, we will explore the methods to use ChatGPT for examining the PDF file content. Here, we will study email data for ChatGPT evaluation. Every email client provides the facility to download emails in PDF format. All you have to do is use the “Save as PDF” option by clicking the printer icon on the top right side of each email. You can even use third-party software to save your emails in PDF format.

There are three methods to analyze PDF file with ChatGPT, and we will mention them here. The prompts you enter will stay the same, just the PDF uploading method differs.

Method 1: Upload the PDF File

The first method to use ChatGPT for PDF data analysis involves uploading the PDF file to the ChatGPT interface. The following steps mention the process for PDF file assessment using this method:

  • Log into the ChatGPT website in the web browser on your system.

    Open ChatGPT on your computer's web browser

    ChatGPT website

  • Click the paperclip icon in the chat box and select the “Upload from computer” option.

    Click the paperclip icon and select upload from computer

    The “Upload from Computer” option lets you select the PDF file having email data

  • Select the PDF file and click Open to add it to the website.

    select the PDF file and click Open

    Add the PDF email data file by clicking Open

  • Enter your desired prompt and click Enter to start the PDF file analysis.

    enter the prompt and click Enter to start analysis

    Start the email data analysis by entering a prompt

Method 2: Data Analyst GPT

This GPT (generative pre-trained transformer) by ChatGPT helps with data analysis and visualization for numerous file formats, including PDFs. Follow these steps to analyze PDF file with ChatGPT using this GPT:

  • Click Explore GPTs to open the GPT list.
  • Scroll down and click on the Data Analyst GPT in the By ChatGPT section.

    select Data Analyst GPT

    Select the Data Analyst GPT from the list

  • Next, click Start Chat and upload the PDF file to examine PDF in ChatGPT.

    click Start Chat and upload PDF file

    Click the Start Chat button to begin PDF analysis

  • Enter your desired prompts to command the Data Analyst GPT for data analysis.
Data Analyst GPT in ChatGPT

How ChatGPT analyses your PDF data using the Data Analyst GPT

Method 3: Drag-and-Drop Technique

Another method to use ChatGPT for PDF data analysis is the drag-and-drop technique, where you can drag the email PDF file from the folder and drop it to the ChatGPT interface.

  • Open the system folder where your emails in PDF format reside.
  • Select a PDF file and drag it from the folder.
  • Navigate the PDF file to the ChatGPT website and drop it.
  • ChatGPT will load it, and then you can command it to analyse it.
  • Repeat the same process with other PDF files.

Here, you can upload multiple PDF files to analyse the content efficiently.

You can use either of these three methods to examine your PDF file data (emails) using ChatGPT. We will now mention some examples of using ChatGPT for PDF data analysis.

Analyze PDF File with ChatGPT: Some Examples

So far, we have studied the reasons and techniques to examine PDF in ChatGPT. Now you must be thinking – How do I command ChatGPT to analyze my email data? Worry not! This section will mention some examples to help you with swift PDF data assessment.

Example 1: Data Visualization

Suppose a few of your emails converted into PDF format contain numerical data – financial figures, growth metrics, and the like. Now, you wish to analyse some specific data related to profitability (gross and operating profit, and net profit). You can use ChatGPT to ask questions based on the data in the PDF file, and it will analyse and give swift answers based on the data fed to it.

Here are some examples where you can use ChatGPT for PDF data analysis:

Q1. Analyze the gross profitability in the last decade based on geographical data.
Q2. Create a chart representing our operating expenses.
Q3. Compare the last three fiscal years based on forecasted profits and suggest methods to increase revenue.

These are suggestive questions based on numerical data. You can ask questions based on your preference.

Data Chart creation by ChatGPT

ChatGPT creates a bar chart based on the uploaded PDF file data

Example 2: Data Simplification

Here, ChatGPT can convert the complex PDF file email data – legal, academic, or technical documents – to an easy-to-understand, extensive summary while maintaining the essence of the uploaded file.

Here are some sample questions regarding content abridgement or simplification:

Q1: Summarize the written legal data in simple terms.
Q2: Analyze the academic text and explain key pointers from it.
Q3: Tell me techniques to simplify the technical content written in the document for sharing with junior colleagues.

Again, these questions are suggestive. It’s totally up to you to use ChatGPT as per your wishes. You can use it for PDF data assessment in many ways, and these examples are some references for your help. Even though ChatGPT has simplified data analysis for humans, it has certain issues regarding data accessibility. You can also analyze data from other file formats like XLSX, CSV, DOCX, PPTX, JSON, HTML, TXT, and JPEG.

ChatGPT for PDF File Data Assessment: Limitations

Now that we have read the reasons to examine PDF in ChatGPT, methods for data analysis, and examples to use ChatGPT for PDF data analysis, we will explore the issues with assessing PDF file data in ChatGPT in this section.

Since ChatGPT is a constantly evolving chatbot, it has certain drawbacks that can hamper your PDF data examination. The following points mention the limitations associated with it:

  • The PDF data analysis feature works with only GPT-4o (O for Omni) and the Plus subscription plan. The ChatGPT 3.5 bot doesn’t support attachments.
  • You can analyse PDF file data in a limited capacity (or usage limit) while using the free plan, under which the GPT-4o comes.
  • ChatGPT may generate incorrect or unreasonable results, which many AI researchers term “AI hallucinations.”
  • The biggest concern is data privacy. Since you are uploading your personal and professional PDF data files for data analysis, there is a high chance of data sharing with third-party companies for advertisement purposes. Ultimately, it is a violation of the right to privacy.

These limitations show that a chatbot like ChatGPT isn’t completely perfect for PDF data examination. An efficient blend of human hard work and automated data analysis works wonders to examine PDF in ChatGPT.

Conclusion

We studied the solutions for using ChatGPT for PDF data analysis and the reasons in this blog. The reasons mentioned here convince people to analyze PDF file with ChatGPT, and the solutions described are perfect for PDF data assessment in ChatGPT. However, we also talked about the limitations that come with using ChatGPT to analyze the PDF file data. Hence, it becomes crucial to maintain a careful balance for PDF file data evaluation with ChatGPT.

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