Using the UPPER and LOWER Functions in Excel

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  • 0:00 Text Functions
  • 0:57 The Upper Function
  • 1:44 The Lower Function
  • 2:45 The Proper Function
  • 3:34 Lesson Summary
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Lesson Transcript
Instructor: Karen Sorensen

Karen has a Bachelors in Communications. She has 25 years of experience in Information Systems, Adult Learning and Virtual Training.

If you need to change the text in a worksheet to uppercase, lowercase, or just return it to proper case, there is a function that you can use to write a formula and Excel will do the work. This lesson will discuss the upper, lower, and proper functions in Excel.

Text Functions

Suppose you just received a list of clients. You would like to use Word's mail merge function to create a mailing list of labels. However, the client information has some text in all caps, some in all lower case, and some is in proper case. You get ready to start re-typing the information and then remember that Excel might have a function that will do the work for you.

Well, Excel has three functions that can be used to change the case of text. The first one is the upper function, and it converts all lower case letters to upper case. The second is the lower function, which removes capital letters. And then, the proper function, which makes the first letter of each word capitalized and leaves the other letters lower case.

This lesson will demonstrate how to use each text function in a formula.

The Upper Function

Let's look at an example formula.

=UPPER(A1)

The above formula would convert all text in A1 to upper case. For instance, assume that you have song titles in column A. You would like all the titles to be in upper case. We will put the upper case titles in column C.

Select the cell where you will enter the formula (in our example, this would be C1). Then, type the equals sign ''(=)'' and then type ''UPPER''. Enter the cell reference (in our example, this would be A1) and then hit ''Enter'' and there you go. All letters are now capitalized.

The Lower Function

Now, the lower function works identically. Let's look at an example formula.

=LOWER(A1)

The steps are the same here except you type ''LOWER'' rather than ''UPPER''. It's important to understand that the changed text will be entered into the same cell you add the formula. This means that you can only enter 1 cell reference.

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