Chapter 4: Text Functions in Excel

Introduction to Text Functions in Excel

Text functions in Excel are essential tools for manipulating and formatting text data. Whether you’re looking to convert text to uppercase, extract specific characters, or join text strings, these functions can handle a wide range of tasks. This chapter will cover fundamental text functions like UPPER, LOWER, PROPER, LEN, LEFT, RIGHT, MID, and CONCATENATE, providing you with a comprehensive understanding of how to use these functions effectively.


Key Text Functions in Excel

  1. UPPER Function
    • Purpose: Converts all letters in a text string to uppercase.
    • Syntax: =UPPER(text)
    • Example: =UPPER(A1) converts the text in cell A1 to uppercase.
  2. LOWER Function
    • Purpose: Converts all letters in a text string to lowercase.
    • Syntax: =LOWER(text)
    • Example: =LOWER(A1) converts the text in cell A1 to lowercase.
  3. PROPER Function
    • Purpose: Capitalizes the first letter of each word in a text string.
    • Syntax: =PROPER(text)
    • Example: =PROPER(A1) capitalizes the first letter of each word in the text in cell A1.
  4. LEN Function
    • Purpose: Returns the number of characters in a text string.
    • Syntax: =LEN(text)
    • Example: =LEN(A1) returns the number of characters in the text in cell A1.
  5. LEFT Function
    • Purpose: Extracts a specified number of characters from the beginning of a text string.
    • Syntax: =LEFT(text, [num_chars])
    • Example: =LEFT(A1, 5) extracts the first 5 characters from the text in cell A1.
  6. RIGHT Function
    • Purpose: Extracts a specified number of characters from the end of a text string.
    • Syntax: =RIGHT(text, [num_chars])
    • Example: =RIGHT(A1, 4) extracts the last 4 characters from the text in cell A1.
  7. MID Function
    • Purpose: Extracts a specified number of characters from the middle of a text string.
    • Syntax: =MID(text, start_num, num_chars)
    • Example: =MID(A1, 3, 4) extracts 4 characters starting from the 3rd character in the text in cell A1.
  8. CONCATENATE Function
    • Purpose: Joins two or more text strings into one text string.
    • Syntax: =CONCATENATE(text1, [text2], …)
    • Example: =CONCATENATE(A1, ” “, B1) combines the text in cells A1 and B1 with a space in between.

Alternative Methods for Concatenation:

  • & Operator: You can use the & operator to concatenate text strings. For example: =A1 & ” ” & B1 joins the text in cells A1 and B1 with a space in between.
  • TEXTJOIN Function (Excel 2016 and Later): Allows you to specify a delimiter and ignore empty cells. Example: =TEXTJOIN(“, “, TRUE, A1:A3) joins text in the range A1

with a comma and space.


Practice Assignment:

Create a Text Transformation Sheet

  1. Set Up Your Data:
    • In Column A, enter the text: “ANJNI COMPUTER EDUCATION”.
  2. Using Functions:
    • UPPER: In cell B2, convert the text to uppercase. Use: =UPPER(A1)
    • LOWER: In cell B3, convert the text to lowercase. Use: =LOWER(A1)
    • PROPER: In cell B4, capitalize the first letter of each word. Use: =PROPER(A1)
    • LEN: In cell B5, find the length of the text. Use: =LEN(A1)
    • LEFT: In cell B6, extract the first 4 characters. Use: =LEFT(A1, 4)
    • RIGHT: In cell B7, extract the last 7 characters. Use: =RIGHT(A1, 7)
    • MID: In cell B8, extract 6 characters starting from the 5th character. Use: =MID(A1, 5, 6)
  3. Concatenation Exercise:
    • In Column C, use concatenation functions to abbreviate “ANJNI COMPUTER EDUCATION” to “A.C.E”:
      • Using CONCATENATE: In cell C1, use: =CONCATENATE(LEFT(A1, 1), “.”, MID(A1, FIND(” “, A1) + 1, 1), “.”, MID(A1, FIND(” “, A1, FIND(” “, A1) + 1) + 1, 1))
      • Using & Operator: In cell C2, use: =LEFT(A1, 1) & “.” & MID(A1, FIND(” “, A1) + 1, 1) & “.” & MID(A1, FIND(” “, A1, FIND(” “, A1) + 1) + 1, 1)

Pro Tip:

When working with text functions, especially in complex formulas, use the Ctrl + A shortcut while writing formulas to open the expanded formula window. This view makes it easier to manage and edit your formulas without having to worry about commas and brackets. It’s a handy way to ensure your formula syntax is correct and to make adjustments quickly.


This chapter provides you with essential tools for handling text data in Excel. By practicing these functions, you’ll become more proficient at managing and formatting text. At Anjni Computer Education, we emphasize practical exercises to enhance your Excel skills.

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