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TECHNOLOGY Q&A

MICROSOFT EXCEL
Change the case of text in Excel

Q. I receive A. You can change the case of a text string in We will change the case of the names that
customer names Excel by using LOWER, UPPER, and PROPER, and appear in column A to all lowercase in column
from my clients they are all so simple to use. You can download C by using the LOWER function. Click in cell C2
in all different an Excel workbook and access an accompany- and enter =LOWER(A2). Because this is formatted
cases. Is there a ing video with the online version of this article at as a table, the whole column will automatically
way to organize journalofaccountancy.com. populate. If your data is not in a table, just copy
the case of all Note that the content that follows is based on your formula down or double-click the green box
customer names Microsoft Excel 365 for PCs. Other versions of in the bottom right corner of cell C2.
consistently? Excel may work differently. Next, we will change the case of the names
Each of these three functions only contains that appear in column E to all uppercase in
one argument, Text. This is simply the cell(s) that column G by using the UPPER function. Click in
contains the text string(s) where this case should G2 and enter =UPPER(E2). Lastly, we will change
be changed. LOWER would be used when you want the case of the names in column I to the proper
to change the case of text in Excel to all lowercase, case in column K by using the PROPER function.
UPPER when you want to change the case of the Click in K2 and enter =PROPER(I2). See the
text to all uppercase, and PROPER when you want second screenshot below for the newly formatted
the first letter of each word to be uppercase and the names.
other letters to be lowercase. See the first screenshot — By Kelly L. Williams, CPA, Ph.D. ■
below for names where we will change the case.

38 | Journal of Accountancy August 2022