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import bank statements data from pdf

Kara-Tadevosyan
Level I

Hello,

Is JMP able to import credit card statements into excel/JMP table? Or does it only work from text files? 

 

If not, could I convert pdf into text, then could it recognize the rows I am trying to import into JMP?

THANKS!!!

Kara

3 REPLIES 3
txnelson
Super User


Re: import bank statements data from pdf

Yes, JMP can open pdf files.

 Go to:     Help=>JMP Online Help=>PDF

The PDF Import Wizard enables you to preview a PDF file, adjust the import settings, and view the results in the data table preview before you import the data. JMP attempts to auto-detect the data structure in the PDF file, or you can customize the structure.

txnelson_0-1744125267673.png

 

Jim
Craige_Hales
Super User


Re: import bank statements data from pdf

...and it gets better: you probably have a directory of pdfs of statements collected for several years. If the bank has not changed the format, you can use the script JMP saved to the data table to import and stack them

Craige_Hales_0-1744140704785.png

 

Craige
SawyerTanner
Level I


Re: import bank statements data from pdf

Absolutely! Converting to text works, JMP handles it well.

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