Shortcuts for Formatting Peoples' Names in Your Spreadsheets

Nov 17th, 2015 / Data Analysis / , , ,

Have a spreadsheet full of employee contact information? Demographic data for people in your community? A list of classmates attending that upcoming reunion? Most of our spreadsheets contain peoples’ names at some point in the project lifecycle.
Here are a few shortcuts for dealing with text like first and last names.

Finding the First Initial from Someone’s Name

There are all sorts of ways to parse out text. In other words, you can have Excel tell you a person’s first initial or last initial.
In this example, we’ll use the =left() function to find the first initial for Beyonce, Barack Obama, and Pablo Picasso. Type =left( and then click on the cell that contains that person’s first name (e.g., cell A2 which contains Beyonce’s first name). Then, type a comma to move on to the second part of the function. Next, Excel wants to know how many characters (letters or numbers) you’re interested in parsing out. Type a 1 to have Excel give you just the first letter.
Your completed function in cell C2 will read: =left(A2,1)
Then, add a closing parentheses to your function and click on the Enter key on your computer’s keyboard to complete the function. Excel will give you a B because B is the left-most letter of Beyonce’s name.
You’re not limited to just the first letter or number in a cell. You could also type =left(A2,2) into cell D2. Excel will return Be because Be are the first two characters in Beyonce’s name.
Ann K. Emery on parsing out the first character of a word in Excel

Switching All Letters to Lowercase

Sometimes you might need to change all your letters to uppercase or all your letters to lowercase.
First, let’s have Excel automatically turn some of our cells into lowercase letters. Type =lower( and then click on cell A2, which contains Beyonce’s first name. Add a ) to finish the function and then press Enter on your keyboard.
In other words, your full function will say =lower(A2)
Excel will grab the Beyonce text from cell A2 and turn that into beyonce in cell C2.
Ann K. Emery on switching all letters to lowercase in your spreadsheet

Switching All Letters to Uppercase

A related text formatting technique is that Excel enables you to switch all your letters into uppercase letters with just a simple function.
Type =upper( and click on cell A2 to select Beyonce’s first name. Then, add another parentheses to the end of the function to close it off, and press Enter.
Excel will transform Beyonce from A2 into BEYONCE in C2.
Ann K. Emery on switching all letters to uppercase in your spreadsheet

Proper

The =proper() function might be the most useful of all: It transforms your messy text into a proper noun format, meaning that the first letter is capitalized and the other letters are lowercase.
In a perfect world, I would receive spreadsheets that already have this easy-on-the-eyes text formatting. In reality, most of the spreadsheets that I receive from coworkers or download from the internet have a mix of fully lowercase and fully uppercase names.
Simply type =proper( into cell D2. Then click on the poorly-formatted text you want to transform (like cell C2, which contains Beyonce’s name formatted as BEYONCE). Finally, add a ) to complete the function and press Enter on your keyboard.
Your final function will look like this: =proper(C2)
Ann K. Emery on capitalizing proper nouns in Excel
 
Want to learn more spreadsheet strategies? I partnered with Udemy to share more than 50 of my favorite time-saving tips. Read my full guidebook at https://www.udemy.com/tutorials/learn-excel/.
 

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