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1.1 MSE - Chapter 6 - Text - Formulas - Case Study PDF

This case study demonstrates how to extract first and last names from a list of emails and combine them to create full names. The document provides step-by-step instructions to: 1) Find the "@" symbol in each email to separate the name, 2) Extract the first and last names using LEFT, FIND, and RIGHT formulas, 3) Concatenate the names to create a full name, and 4) Format the full names as proper case for updating a CRM system. Following these steps completes the case study and provides the information needed.

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Iacob Claudiu
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77 views3 pages

1.1 MSE - Chapter 6 - Text - Formulas - Case Study PDF

This case study demonstrates how to extract first and last names from a list of emails and combine them to create full names. The document provides step-by-step instructions to: 1) Find the "@" symbol in each email to separate the name, 2) Extract the first and last names using LEFT, FIND, and RIGHT formulas, 3) Concatenate the names to create a full name, and 4) Format the full names as proper case for updating a CRM system. Following these steps completes the case study and provides the information needed.

Uploaded by

Iacob Claudiu
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Chapter 6 – Text Formulas: Case Study

In this case study, you will use common Text functions to extract first name and last name from
an email list and combine the two to create full name.

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Description
Samresh is a sales manager of BeeSoft, a B2B software company. His job is to find new prospects
and pitch BeeSoft’s software to them. He has extracted a list of email ids from a target company
and needs to send emails to the executives at this company.

Since he only has email ids, he needs to extract executives’ First name from the email id so he
can address the emails personally. He also needs to extract Last name and create the full name
for updating BeeSoft’s CRM software.

In this case study, we will help Samresh extract this information and format it.

Open the data file MSE_Chapter6_Text Formulas Case Study.xlsx

The worksheet Sheet 1 has the following columns:

Email, First Name, Last Name and Full Name.

In order to get and format the desired information, we will first separate the name from the domain
in the email id. Then we will extract first and last name. We will then combine the two to get the
full name. Finally, we will format the full name as proper case.

Follow the steps to complete the case study:

1. Select the column titled First Name. Click Insert in Cells group on Home tab and select
Insert Sheet Columns from the list. Repeat the process to insert one more column.
2. Type Name Length in cell B1. We will use this column to store information about the “@”
symbol that separates name and domain in the email id.
3. Type Extracted Name in cell C1. We will store the name extracted from email id in this
column.
4. We will use FIND function to find the location on @ symbol in the email id. Select cell B2.
Click Text in Function Library group on the Formulas tab. Select FIND from the list.
5. Type @ in Find_text and A2 in Within_text in the Function Arguments dialog box. Click
OK.
Cell B2 now displays 13 which is the position of @ in the email id stored in cell A2.
6. Enter =LEFT(A2,B2-1) in cell C2. The formula returns the text string in cell A2 starting
from first most position up to one place before the @ sign.
The second parameter in the formula subtracts 1 from cell B2 as we need to extract text
string up to one place before the @ sign.
The cell C2 now displays the name of the person as vivek.sharma.
7. Type =LEFT(C2,FIND(".",C2)-1) in cell D2.
This formula first calculates the position of “.” in cell C2. Then it extracts text string starting
from left position and up to 1 place before “.”. This gives us the first name of the person
as the first name and last name are separated by the full stop sign.
The cell D2 now displays vivek.
8. Type =RIGHT(C2,(LEN(C2)-FIND(".",C2))) in cell E2.

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Since the last name is on the right side of full stop sign, we use RIGHT function to extract
it. The formula in cell calculates length of the string in cell C2 and subtracts the position of
“.” from it. This gives the RIGHT function the length of the last name to extract.
The cell E2 now displays Sharma.
9. The final step is to combine the two to create the full name.
Enter =CONCATENATE(D2," ",E2) in cell F2.
The formula concatenates first name (D2) and last name (E2) with a space in between.
The cell F2 now displays vivek sharma.
10. We need one more column to store the formatted name. Enter Proper Full Name in cell
G1.
11. Select cell G2. Click Text in Function Library group on the Formulas tab. Select
PROPER from the list.
12. Enter F2 in the Text box in Function Arguments dialog box. Click OK.
Cell G2 now displays the name in Proper Case.
13. Copy the formula from cells B2 to G2 to rows 3 through 8.

The worksheet now has the information Samresh needs for sending out the emails.

Solution file: MSE_Chapter6_Text Formulas Case Study_Solution.xlsx

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