7 Replies Latest reply: Jan 29, 2015 4:51 PM by Wayne Contello
prichar Level 1 Level 1 (0 points)

Exporting a credit card statement.  In numbers I would like to create columns with the info through parsing.  thanks phil


iPad 2, iOS 5.1
  • Barry Level 7 Level 7 (29,210 points)

    What format is the exported document file?

     

    On what will Numbers base the parsing of this document?

     

    Regards,

    Barry

  • prichar Level 1 Level 1 (0 points)

    Copying a statement from the web creates a string of info with no delineation.  Would like to bring the PDF doc info into individual info columns.  Excel use to have a parse function that one could replicate a string into a column format.  Does that help?

  • Jerrold Green1 Level 7 Level 7 (29,855 points)

    Prichar,

     

    Numbers has no feature that will help you to import a PDF into a table. I've heard that MS offers a trial version of Excel. Why not give that a try. Let us know how it works out.

     

    Jerry

  • Wayne Contello Level 6 Level 6 (14,975 points)

    you can open a PDF document in a program called Skim and generally you can select data in a table, copy, then paste into a table in Numbers-- sometimes you have to hold the option key down while selecting tablular data.

  • Yellowbox Level 5 Level 5 (6,250 points)

    Hi prichar,

     

    Copying a statement from the web creates a string of info with no delineation

     

    Are you copying by selecting then Copy (command v)?

     

    If this is a bank statement, can you instead download a comma separated values (csv) file? My bank allows various formats for downloading statements, and csv will open in Numbers. The commas delineate columns.

     

    Regards,

    Ian.

  • OlneyMD Level 1 Level 1 (0 points)

    To parse a string that has a space or some other consistent character like a comma separating the text in cell D9 (Smith, Mary):

    =LEFT(D9,FIND(“,",D9)−1)  will return "Smith"  and =RIGHT(D9,LEN(D9)−FIND(“,”,D9,1)-1) will return "Mary"

     

    This is all characters to the left of the position of the comma, minus one so that the comma itself is not included, for the last name;

    and all characters to the right of the comma (the length of the text, minus the position of the comma, minus 1 so the space is not included) for the first name.

     

    FIND(",",D9) is the same as FIND (",",D9,1) since the starting position of 1 is assumed if not stated.

    If you want the position of a space instead, use FIND(" ",D9)

     

    Sometimes when I am doing a complex parsing, I put the lengths and positions in separate columns to make the logic easier to see.

  • Wayne Contello Level 6 Level 6 (14,975 points)

    often I find opening a web page using Safari allows me to copy and paste data from the web site to a Numbers table directly.  If I use Firefox or another browser this does not work well.  Try Safari.