Filtering Financial Table Data

You can apply the Table Filter macro to your table containing financial data. With the number number and date range filters you can quickly filter entries matching the specific rnage or period of time.

Filtering the number ranges

Table Filter macro allows you to filter numbers in your tables. Just select the appropriate number range or minimal/maximal value and get the table data filtered.

Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro.

Customer	Minimal Purchase, $	Maximal Purchase, $	Average Purchase, $
Remy Deomampo	47.50	139.13	214.00
Rahul Dickstein	73.50	505.88	184.00
Radu Donahue	117.75	514.75	208.25
Preston Doorey	61.38	571.50	334.63
Phill Doyle	63.38	558.75	142.00
Philip Druckman	37.13	495.75	291.25
Philip Duncan	74.13	88.00	125.38
Peter Elia	121.25	573.00	338.38
Peter Erickson	81.00	453.38	73.75
Peter Espinosa	26.13	427.38	63.38
Peter Ferrero	98.25	347.75	99.25
Perez Figueiredo	26.13	315.38	148.13
Patrick Fixler	27.88	548.00	221.13
Patrick Flegal	119.13	185.63	250.25
Patino Forsyth	110.38	93.13	366.13
Pallavi Fox	124.50	552.50	150.13
Owen Franzoni	77.88	462.75	359.25
Ophir Friedman	98.88	170.25	155.50
Obaid Friis	25.63	331.88	277.63
Noelle Fu	47.38	569.63	273.75
Noel Gambino	102.13	134.88	332.38
Nicole Gao	34.50	608.25	141.00
Nishant Gao	117.13	622.25	326.50
Nicole Garcia	87.00	260.88	179.50
Negrin Gee	93.13	299.38	117.63

Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro.

Customer	Tickets per Hour	Average Time per Ticket (min)	Calls per Hour	Average Time per Call (min)	Earned Money for Support ($)	Support Efficiency
Remy Deomampo	2.8	5.9	2.6	7.2	5 185.00	47.00%
Rahul Dickstein	7.8	2.5	2.0	3.7	2 366.00	62.00%
Radu Donahue	6.5	3.8	1.9	3.2	1 449.00	20.00%
Preston Doorey	6.7	6.8	3.7	6.7	3 096.00	42.00%
Phill Doyle	4.7	4.0	2.3	6.7	4 957.00	23.00%
Philip Druckman	3.9	3.0	2.0	4	3 544.00	37.00%
Philip Duncan	7.3	5.9	1.3	5.8	4 007.00	16.00%
Peter Elia	2.3	6.3	3.5	5.9	4 743.00	24.00%
Peter Erickson	6.1	2.8	3.4	5.6	5 134.00	57.00%
Peter Espinosa	5.4	2.7	4.8	4.1	2 257.00	44.00%
Peter Ferrero	3.7	4.5	2.4	7.2	2 350.00	40.00%
Perez Figueiredo	8.0	4.0	4.2	3.1	2 972.00	16.00%
Patrick Fixler	6.4	1.4	1.5	5.9	4 490.00	11.00%
Patrick Flegal	4.3	6.8	4.9	7.4	2 506.00	14.00%
Patino Forsyth	5.5	7.0	3.5	4	1 489.00	73.00%
Pallavi Fox	2.1	2.4	3.1	6.2	4 533.00	14.00%
Owen Franzoni	6.7	5.2	4.9	4.3	1 361.00	77.00%
Ophir Friedman	5.3	2.1	2.0	7.8	2 032.00	47.00%
Obaid Friis	7.5	4.0	3.8	7.5	4 812.00	16.00%
Noelle Fu	2.8	6.8	1.2	6.6	2 167.00	10.00%
Noel Gambino	6.7	2.9	2.5	3.1	3 090.00	47.00%
Nicole Gao	9.0	2.3	2.6	7.8	4 518.00	61.00%
Nishant Gao	6.0	3.9	2.0	5.2	3 411.00	71.00%
Nicole Garcia	3.8	5.9	4.6	6.3	3 139.00	28.00%
Negrin Gee	2.8	2.3	2.2	5.4	4 072.00	54.00%

Filtering the date ranges

Table Filter macro allows you to filter dates in your tables. Just specify the appropriate date format and filter the table by date range.

Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro.

Customer	Registration Date	First Transaction	Last Transaction
Stephen Chan	5/26/2015	7/29/2015	7/19/2015
Steven Chan	6/5/2015	7/29/2015	8/14/2015
Sompop Chang	6/16/2015	7/21/2015	7/25/2015
Spencer Chang	6/23/2015	7/13/2015	8/11/2015
Stephanie Chang	6/14/2015	7/23/2015	8/9/2015
Simond Chat	5/18/2015	6/20/2015	8/20/2015
Simon Chau	6/17/2015	7/19/2015	7/27/2015
Shiv Chayet	5/4/2015	7/17/2015	7/20/2015
Shannon Cheesebro	5/11/2015	7/4/2015	8/20/2015
Scott Chen	5/3/2015	7/27/2015	8/2/2015
Se Chen	6/21/2015	7/11/2015	7/26/2015
Sean Chen	6/9/2015	7/21/2015	7/20/2015
Seth Chen	5/30/2015	7/15/2015	8/12/2015
Sevag Chen	5/15/2015	6/24/2015	7/20/2015
Scott Cheng	6/5/2015	7/12/2015	7/29/2015
Satiya Cheung	6/5/2015	7/25/2015	8/27/2015
Sarah Chin	6/4/2015	6/29/2015	8/29/2015
Sara Chomitz	6/13/2015	6/27/2015	8/17/2015
Samuel Chou	6/30/2015	7/6/2015	8/4/2015
Sang Chou	6/18/2015	6/28/2015	8/1/2015
Sangjo Chou	5/14/2015	7/6/2015	8/2/2015
Samantha Chu	6/3/2015	7/7/2015	8/20/2015
Samaneh Chua	6/21/2015	6/20/2015	7/22/2015
Salas Chung	6/6/2015	7/25/2015	8/23/2015
Saeed Cilento	5/2/2015	7/24/2015	8/26/2015

Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro.

Customer	Registration Date	First Transaction	Last Transaction
Stephen Chan	26-May-15	29-Jul-15	19-Jul-15
Steven Chan	5-Jun-15	29-Jul-15	14-Aug-15
Sompop Chang	16-Jun-15	21-Jul-15	25-Jul-15
Spencer Chang	23-Jun-15	13-Jul-15	11-Aug-15
Stephanie Chang	14-Jun-15	23-Jul-15	9-Aug-15
Simond Chat	18-May-15	20-Jun-15	20-Aug-15
Simon Chau	17-Jun-15	19-Jul-15	27-Jul-15
Shiv Chayet	4-May-15	17-Jul-15	20-Jul-15
Shannon Cheesebro	11-May-15	4-Jul-15	20-Aug-15
Scott Chen	3-May-15	27-Jul-15	2-Aug-15
Se Chen	21-Jun-15	11-Jul-15	26-Jul-15
Sean Chen	9-Jun-15	21-Jul-15	20-Jul-15
Seth Chen	30-May-15	15-Jul-15	12-Aug-15
Sevag Chen	15-May-15	24-Jun-15	20-Jul-15
Scott Cheng	5-Jun-15	12-Jul-15	29-Jul-15
Satiya Cheung	5-Jun-15	25-Jul-15	27-Aug-15
Sarah Chin	4-Jun-15	29-Jun-15	29-Aug-15
Sara Chomitz	13-Jun-15	27-Jun-15	17-Aug-15
Samuel Chou	30-Jun-15	6-Jul-15	4-Aug-15
Sang Chou	18-Jun-15	28-Jun-15	1-Aug-15
Sangjo Chou	14-May-15	6-Jul-15	2-Aug-15
Samantha Chu	3-Jun-15	7-Jul-15	20-Aug-15
Samaneh Chua	21-Jun-15	20-Jun-15	22-Jul-15
Salas Chung	6-Jun-15	25-Jul-15	23-Aug-15
Saeed Cilento	2-May-15	24-Jul-15	26-Aug-15

Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro.

Customer	Registration Date	First Transaction	Last Transaction
Stephen Chan	May 26, 2015	July 29, 2015	July 19, 2015
Steven Chan	June 5, 2015	July 29, 2015	August 14, 2015
Sompop Chang	June 16, 2015	July 21, 2015	July 25, 2015
Spencer Chang	June 23, 2015	July 13, 2015	August 11, 2015
Stephanie Chang	June 14, 2015	July 23, 2015	August 9, 2015
Simond Chat	May 18, 2015	June 20, 2015	August 20, 2015
Simon Chau	June 17, 2015	July 19, 2015	July 27, 2015
Shiv Chayet	May 4, 2015	July 17, 2015	July 20, 2015
Shannon Cheesebro	May 11, 2015	July 4, 2015	August 20, 2015
Scott Chen	May 3, 2015	July 27, 2015	August 2, 2015
Se Chen	June 21, 2015	July 11, 2015	July 26, 2015
Sean Chen	June 9, 2015	July 21, 2015	July 20, 2015
Seth Chen	May 30, 2015	July 15, 2015	August 12, 2015
Sevag Chen	May 15, 2015	June 24, 2015	July 20, 2015
Scott Cheng	June 5, 2015	July 12, 2015	July 29, 2015
Satiya Cheung	June 5, 2015	July 25, 2015	August 27, 2015
Sarah Chin	June 4, 2015	June 29, 2015	August 29, 2015
Sara Chomitz	June 13, 2015	June 27, 2015	August 17, 2015
Samuel Chou	June 30, 2015	July 6, 2015	August 4, 2015
Sang Chou	June 18, 2015	June 28, 2015	August 1, 2015
Sangjo Chou	May 14, 2015	July 6, 2015	August 2, 2015
Samantha Chu	June 3, 2015	July 7, 2015	August 20, 2015
Samaneh Chua	June 21, 2015	June 20, 2015	July 22, 2015
Salas Chung	June 6, 2015	July 25, 2015	August 23, 2015
Saeed Cilento	May 2, 2015	July 24, 2015	August 26, 2015

Filtering Number and Date Ranges

Oops, it seems that you need to place a table or a macro generating a table within the Table Filter macro.

Transaction ID	Transaction Amount	Fee Amount	Transaction Type	Service Agent	Transaction Date	Customer Type
508408554	827.25	6.62	Loan Settlement	G.Sanchez	9/1/2015	Personal
534260583	574.38	10.34	Loan Settlement	A.Stone	9/4/2015	Personal
520498528	53.13	0.21	Mortgage Loans	G.Sanchez	9/3/2015	Business
530181712	1162.75	16.28	Mortgage Loans	P.Jacobs	9/28/2015	Mixed
551886740	270.75	0.54	Mortgage Loans	C.Palmer	9/21/2015	Business
516643388	167.13	2.34	Loan Settlement	A.Stone	9/11/2015	Personal
513935349	617	9.87	Mortgage Loans	P.Jacobs	9/18/2015	Personal
553528808	685.25	1.37	Check Cashing	P.Jacobs	9/22/2015	Personal
574267928	1066.38	6.4	Loan Settlement	A.Stone	9/5/2015	Business
583992263	1221.88	9.78	Check Cashing	P.Jacobs	9/13/2015	Business
512297002	840.38	1.68	Check Cashing	G.Sanchez	9/15/2015	Business
563910595	58.75	0.12	Loan Settlement	P.Jacobs	9/12/2015	Mixed
524635346	1030.38	12.36	Mortgage Loans	G.Sanchez	9/28/2015	Mixed
539707818	1134.25	9.07	Money Deposit	P.Jacobs	9/8/2015	Personal
541299507	337	3.37	Check Cashing	G.Sanchez	9/26/2015	Personal
514145873	1160.13	2.32	Check Cashing	P.Jacobs	9/5/2015	Business
581221815	318.5	5.73	Mortgage Loans	C.Palmer	9/3/2015	Personal
532053909	1109.25	4.44	Check Cashing	P.Jacobs	9/6/2015	Personal
595986162	881.13	1.76	Money Deposit	P.Jacobs	9/21/2015	Mixed
567139520	190.75	1.14	Money Deposit	P.Jacobs	9/28/2015	Business
567077582	1053.38	4.21	Loan Settlement	P.Jacobs	9/7/2015	Mixed
526897721	622.25	2.49	Check Cashing	P.Jacobs	9/6/2015	Business
520309987	482.25	8.68	Loan Settlement	A.Stone	9/13/2015	Personal
553400915	1100.38	13.2	Check Cashing	A.Stone	9/17/2015	Personal
591367710	348.75	2.09	Mortgage Loans	G.Sanchez	9/28/2015	Business
581866954	26	0.42	Money Deposit	G.Sanchez	9/12/2015	Personal
510321813	85	1.19	Check Cashing	G.Sanchez	9/24/2015	Business
532599942	13.25	0.21	Loan Settlement	A.Stone	9/11/2015	Mixed
576785158	1181.88	18.91	Check Cashing	A.Stone	9/26/2015	Business
591279818	558.25	3.35	Check Cashing	G.Sanchez	9/5/2015	Business
565175201	1208.75	7.25	Check Cashing	C.Palmer	9/2/2015	Mixed
579628337	742.25	8.91	Mortgage Loans	C.Palmer	9/15/2015	Personal
562868874	811.5	4.87	Money Deposit	A.Stone	9/12/2015	Personal
547044130	306.13	1.84	Loan Settlement	G.Sanchez	9/7/2015	Business
563739855	126.5	0.25	Check Cashing	G.Sanchez	9/28/2015	Mixed
530009120	972.38	5.83	Money Deposit	G.Sanchez	9/22/2015	Mixed
577909854	318.25	1.91	Loan Settlement	C.Palmer	9/14/2015	Mixed
580475812	220.88	1.77	Check Cashing	P.Jacobs	9/11/2015	Personal
552303738	845.63	13.53	Money Deposit	A.Stone	9/23/2015	Business
553217625	763.5	9.16	Check Cashing	A.Stone	9/26/2015	Business
562886027	461.63	3.69	Mortgage Loans	C.Palmer	9/25/2015	Personal
577128209	81.88	0.49	Mortgage Loans	A.Stone	9/9/2015	Mixed
571897241	273.75	0.55	Mortgage Loans	P.Jacobs	9/8/2015	Mixed
543946203	521.13	2.08	Money Deposit	P.Jacobs	9/4/2015	Mixed
512625019	763.38	6.11	Check Cashing	P.Jacobs	9/25/2015	Business
531366991	1070.38	17.13	Loan Settlement	C.Palmer	9/14/2015	Mixed
528378248	135.13	2.16	Mortgage Loans	C.Palmer	9/9/2015	Mixed
569125972	482.5	2.9	Loan Settlement	G.Sanchez	9/6/2015	Business
544092123	186.63	2.61	Mortgage Loans	G.Sanchez	9/24/2015	Mixed
535664888	849.88	15.3	Money Deposit	P.Jacobs	9/12/2015	Personal
512597600	160.63	2.25	Check Cashing	A.Stone	9/7/2015	Mixed
524747512	646.5	1.29	Loan Settlement	G.Sanchez	9/6/2015	Personal
517188341	748.75	4.49	Money Deposit	G.Sanchez	9/3/2015	Business
552579946	1090	17.44	Money Deposit	P.Jacobs	9/20/2015	Mixed
553750716	185.75	2.97	Money Deposit	P.Jacobs	9/15/2015	Mixed
553373674	1136.5	20.46	Check Cashing	P.Jacobs	9/18/2015	Mixed
515533717	1188.5	7.13	Money Deposit	C.Palmer	9/23/2015	Mixed
578660434	573.63	9.18	Loan Settlement	C.Palmer	9/4/2015	Personal
547707459	59.5	0.36	Mortgage Loans	G.Sanchez	9/4/2015	Personal
579476961	950.38	13.31	Mortgage Loans	A.Stone	9/17/2015	Business
587670385	821.88	9.86	Check Cashing	P.Jacobs	9/16/2015	Business
558417890	615.38	3.69	Loan Settlement	P.Jacobs	9/10/2015	Mixed
578207183	595.63	9.53	Mortgage Loans	A.Stone	9/17/2015	Business
564545053	48.13	0.29	Money Deposit	G.Sanchez	9/29/2015	Business
582529157	711.63	12.81	Mortgage Loans	C.Palmer	9/27/2015	Personal
578186894	517.25	3.1	Money Deposit	P.Jacobs	9/20/2015	Business
597791001	375.25	5.25	Loan Settlement	G.Sanchez	9/22/2015	Business
560812974	1082.88	12.99	Mortgage Loans	G.Sanchez	9/5/2015	Business
587231094	695.75	1.39	Loan Settlement	C.Palmer	9/22/2015	Personal
508335556	763.63	7.64	Loan Settlement	A.Stone	9/24/2015	Personal
500765585	961.88	17.31	Mortgage Loans	P.Jacobs	9/8/2015	Business
526360464	484.75	2.91	Mortgage Loans	A.Stone	9/11/2015	Personal
514345897	389.5	3.12	Loan Settlement	C.Palmer	9/5/2015	Personal
593253758	1175.75	18.81	Loan Settlement	C.Palmer	9/8/2015	Personal
557314958	1142.63	4.57	Money Deposit	A.Stone	9/8/2015	Personal
534334315	825.13	11.55	Money Deposit	G.Sanchez	9/29/2015	Business
571884914	640.5	7.69	Mortgage Loans	G.Sanchez	9/22/2015	Business
549295540	904.88	7.24	Loan Settlement	G.Sanchez	9/2/2015	Mixed
544394436	607.88	1.22	Money Deposit	P.Jacobs	9/16/2015	Mixed
534982083	896.63	1.79	Check Cashing	A.Stone	9/10/2015	Mixed
505391036	931.88	3.73	Mortgage Loans	G.Sanchez	9/15/2015	Personal
522446349	1243.13	7.46	Mortgage Loans	P.Jacobs	9/18/2015	Personal
562409021	740.13	2.96	Check Cashing	A.Stone	9/11/2015	Mixed
517694745	236.75	3.31	Money Deposit	G.Sanchez	9/18/2015	Mixed
539435352	619.75	1.24	Mortgage Loans	A.Stone	9/17/2015	Personal
507692317	501	8.02	Check Cashing	C.Palmer	9/17/2015	Business
589209610	534.13	7.48	Check Cashing	C.Palmer	9/9/2015	Personal
587368416	369	0.74	Check Cashing	G.Sanchez	9/30/2015	Personal
521423405	101.25	1.01	Mortgage Loans	A.Stone	9/2/2015	Mixed
504460550	364.38	5.83	Loan Settlement	C.Palmer	9/18/2015	Business
570096562	363.5	2.91	Money Deposit	C.Palmer	9/30/2015	Mixed
534671616	251.38	2.01	Mortgage Loans	G.Sanchez	9/2/2015	Mixed
507687895	1148.13	16.07	Check Cashing	G.Sanchez	9/6/2015	Personal
590326099	645.5	2.58	Money Deposit	G.Sanchez	9/6/2015	Business
573827520	27.38	0.27	Loan Settlement	C.Palmer	9/22/2015	Mixed
521919444	461.25	0.92	Loan Settlement	P.Jacobs	9/25/2015	Mixed
539885482	386.25	1.55	Check Cashing	P.Jacobs	9/18/2015	Business
504754478	822.25	9.87	Loan Settlement	G.Sanchez	9/13/2015	Personal
571026788	1097.75	17.56	Check Cashing	A.Stone	9/5/2015	Mixed
505443359	913.63	5.48	Check Cashing	G.Sanchez	9/18/2015	Mixed

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Filtering the number ranges

Filtering the date ranges

Filtering Number and Date Ranges