◆ Acrobat · organize

Collect Performance Data

Before I map waste, assemble and merge process manuals, timing sheets, and recent audit notes into one PDF; add a simp…

1ready prompt
1real task
3roles

When to use it

real situations

AI prompts

1 way to ask · copy any one
BImprove — “do it better”Before I map waste, assemble and merge process manuals, timing sheets, and recent audit notes…+
Before I map waste, assemble and merge process manuals, timing sheets, and recent audit notes into one PDF; add a simple cover page listing sources and date, reorder pages by actual workflow sequence, and flag gaps or overlapping tasks that would make a reviewer in Operations hesitate.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
  1. 1

    Open Adobe Acrobat and select the PDF form for which you have collected responses.

  2. 2

    Go to the Prepare Form tool from the right-hand pane.

  3. 3

    Click on More in the toolbar and choose Merge Data Files into Spreadsheet.

  4. 4

    In the dialog that appears, click Add Files and select all the exported FDF/XFDF/CSV files containing the form responses you want to analyze.

    Best practiceYou can select multiple files at once by holding down Ctrl (Windows) or Command (Mac) while clicking.

  5. 5

    Click Export and choose a location to save the aggregated data as a CSV file.

  6. 6

    Open the exported CSV file in Microsoft Excel, Google Sheets, or another spreadsheet program.

  7. 7

    Use the spreadsheet’s built-in features (such as sorting, filtering, and pivot tables) to analyze the data for trends, patterns, or statistics relevant to your educational objectives.

    Best practiceConsider using conditional formatting in your spreadsheet to visually highlight key trends or outliers in your data.

After exporting your form data to a spreadsheet, you can use formulas and charts in your spreadsheet program to create visual reports for your class or institution.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page
Flatten a formMake all form fields permanent and unchangeable by turning them into normal page text.ExampleYou flatten a form to ensure no one can change the information you typed into the fields.
FDFFDF stands for Forms Data Format, a file type that holds only the data from PDF form fields.ExampleAfter filling out a PDF form, you save an FDF file containing only your entered information.
XFA formAn XFA form is a special type of PDF form made with Adobe LiveCycle Designer, which has complex features.ExampleAn XFA form allows fields to expand or shrink based on the amount of text you type.

The real tasks

the one, listed here
Collect and organize existing process documents and performance data so I can pinpoint where teams waste time and duplicate work.

Who does this

3 roles
Instructional DesignerSchool AdministratorEducation Data Analyst

FAQ

about this task
  1. Open your PDF form in Acrobat.
  2. Go to 'Options' in the toolbar.
  3. Select 'Export data' and choose your desired format (FDF, XML, or CSV).
  4. Save the file to your computer.

When you flatten a PDF form, all the interactive fields, like text boxes and checkboxes, are removed. The information you entered into those fields becomes a permanent part of the page, just like regular text or images. This means you can no longer click on or edit the fields. It's like printing the form to a new PDF, where the field values are fixed. Flattening is useful when you want to make sure the form content cannot be changed by others.

Yes, you can import data from other forms into one main form. This is useful if you have collected many separate forms and want to gather all the information in one place. You would prepare your main form, then use the 'Import data' option to bring in the information from your other files. This helps you manage and review all the collected data efficiently.

Understanding the difference is important because each format serves a different purpose for how you want to use your form data. FDF is specific to PDF forms and is good for exchanging data while keeping the form structure. XML is a flexible format that can be used by many different programs and is good for structured data. CSV is a simple text-based format, easy to open in spreadsheet programs like Excel, and is best for basic tabular data. Choosing the right format ensures your data is usable for your next task, whether it's analysis, database entry, or sharing.

When an XFA form is flattened, especially through a workaround, all its interactive elements are lost. This includes not only the data fields but also any JavaScript code, layers, and buttons that were part of the form. The form becomes a static document, meaning all its dynamic features and programmed behaviors are removed. This is a one-way process, so it's crucial to save an editable version of the XFA form before flattening if you need to retain its advanced functionalities.

Sources

where this comes from
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