Highline Excel 2016 Class 08: Text Formulas and Text Functions

Topics:
1 Text Formulas: Ampersand to Join Items together
2 Text Functions to extract partial text items from a larger text item.
3 Extract State with LEFT function
4 Extract Zip Code with RIGHT function
5 Extract First Name with LEFT and SEARCH functions
6 Extract Last Name with RIGHT, LEN and SEARCH functions
7 Extract Product with LEFT and SEARCH functions
8 Extract Region with MID and 3 SEARCH functions
Extract Money Amount from end of description Field with RIGHT, LEN and SEARCH functions, and
9 a MATH operation to Convert Text Number Back to a Number
10 TRIM function to remove extra spaces.
11 Create Serial Number Date from ISO Date using DATE, LEFT, MID and RIGHT functions.
Create Serial Number Date from ISO Date using TEXT function, Custom Number Format and Math
12 Operation to Convert Text Number back to a Number.
13 TEXT function and Custom Number Formatting to create labels
14 Text Formulas: TEXTJOIN Excel 2016 Function
Symbol Usage Typed digits
Digit placeholder that displays significant digits only;
# example ####.# 12.77

5
Digit placeholder that displays significant and
0 insignificant zeroes; example: 0.00 0.35

23
0 Zeros before digit like 00345; example: 00000 345
0 display many digits 0.000000000000000 .125489632586635

Acts as a digit placeholder that does not display

insignificant digits but does hold a place so that
? decimal points will align; example: 0.00? 27.3

5.132
? Scoots the decimal over; example: 0.00???? 27.3

5.132
Rules for formatting a % (times 100 and add symbol);
% example 0.00% .3

, Inserts a comma for thousands; example: #,### 1000000

, Use as a scaling operator; example #,, 1000000

Tells the cell to put enough of the character (space)

* after it to fill the column; example $* 0.00 548
Tells the cell to put enough of the character (^) after
* it to fill the column; example $*^0.01 548

Skip the width of the next character - often used

with ) to help positive numbers align with negative
numbers; example: _($* #,###0.00_);_($*
_ (#,###0.00);_(* "-"??_);_(@_) 256.36
example: _($* #,###0.00_);_($* (#,###0.00);_(* "-"??
_ _);_(@_) -256.36
example: _($* #,###0.00_);_($* (#,###0.00);_(* "-"??
_ _);_(@_) 0

"" adds text; example: 0.00" Rad" 23

"" "surplus";"deficit" 5

-10
 Indicates the location where text should be inserted
in cells formatted with custom format; if the @ is
not included in the code, the text will not be
@ displayed; example: _($@_) none
Use formatting to hide words; example: 0.00;-
@ 0.00;"--"; none

How to put a single character in front of a word;

example: _(* #,##0.00_);_(* (#,##0.00);_(* "-"??
@ _);_(^@_) rad

This scoots the text over one width of a parenthesis;

example: _($* #,###0.00_);_($* (#,###0.00);_(* "-"??
@ _);_(@_) rad
d day; example: dddd 12/31/2006
m month; example: mmm. 12/31/2006
y year; example: yy 12/31/2006
d day; example: d 12/31/2006
m month; example: m 12/31/2006
y year; example: yyyy 12/31/2006
hh:mm:ss AM/PM Time 8:00 AM
[h]:mm Show time greater than 24 hours 2
If you specify only two formats, the first is used for
Note 1==> positive and zero
If you specify only one formats, it is used for all
Note 2==> numbers
\ backslash and then a single character inserts text
\ into a number format 65
Colors allowed:
Black
White
Red
Green
Blue
Yellow
Magenta
Cyan
Displayed value

12.8

0.35

23.00

00345

0.125489632586635

27.30

5.132

27.30

5.132

30.00%

1,000,000

$ 548.00

$^^^^^^^^^^^548.01

$ 256.36

$ (256.36)

23.00 Rad

surplus

deficit
$none

^rad

rad

Sunday

Dec.

06

31

12 Be careful ==> 468984

2006

08:00:00 AM

48:00

65q
Date: m = month, d = day, y = year 11/7/2013
11/7/2013
11/7/2013
Time: h = hour, m = minute, s = second 9:57 AM
No AM/PM to show military time 9:57 AM
Time Greater than 24 hours: use square brackets 9:57 AM
Digit placeholder that displays significant digits only: # 1.35
Digit placeholder that displays significant and insignificant zeroes: 0 1.35
1.35
Use commas with # to have thousand separators 1000000
Use extra comma at end to remove three zeros 1000000
1000000
"M" for million 1000000
K for thousands 1000000
Percenatges: % 0.3575
0.3575
Fractions: ?/? 0.866666666666667
0.866666666666667
Insert Words, use double quotes: " unit price" 15.67
Insert a single character, use back slash 15.67
Four sections separated by three semi-colons: POS;ZERO;NEG;TEXT 0
Hide words 2
Nothing: ;;; 5
If you specify only two formats, the first is used for positive and zero
If you specify only one formats, it is used for all numbers
m/d/yyyy
dddd
dddd, mmm, d, yyy
h:mm AM/PM
hh:mm
[h]:mm
#.##
0.00
0.0
#,###.00
#,###,
#,###,,
#,###,," M"

0.00%
0.0%
??/??
?/?
$0.00" unit price"
$0.00\u
$0.00;-$0.00;" - "
$0.00;-$0.00;" - ";
;;;
Date: m = month, d = day, y = year 11/7/2013
Thursday
Thursday, Nov, 7, 2013
Time: h = hour, m = minute, s = second 9:57 AM
No AM/PM to show military time 15:00
Time Greater than 24 hours: use square brackets 36:00
Digit placeholder that displays significant digits only: # 1.4
Digit placeholder that displays significant and insignificant zeroes: 0 1.40
1.4
Use commas with # to have thousand separators 1,000,000,000.00
Use extra comma at end to remove three zeros 1,000
1
"M" for million 1,000 M
K for thousands 1,000K
Percenatges: % 35.75%
35.8%
Fractions: ?/? 13/15
7/8
Insert Words, use double quotes: " unit price" $15.67 unit price
Insert a single character, use back slash $15.67u
Four sections separated by three semi-colons: POS;ZERO;NEG;TEXT -$56.00
Hide words 0
Nothing: ;;;
If you specify only two formats, the first is used for positive and zero
If you specify only one formats, it is used for all numbers
m/d/yyyy
dddd
dddd, mmm, d, yyy
h:mm AM/PM
hh:mm
[h]:mm
#.##
0.00
0.0
#,###.00
#,###,
#,###,,
#,###,," M"
1000K
0.00%
0.0%
??/?? 0.866667
?/? 0.875
$0.00" unit price"
$0.00\u
$0.00;-$0.00[Red];" - "
$0.00;[Red]-$0.00;0;
;;;
Text Formulas:
1) We can use the Ampersand to Join Items together. Text always goes in "Double Quotes".

First Name Last Name Join

Rosalie Mullins
Marcia Parker
Christy Hogan
Sophia Maxwell
Salvador Craig
Wanda Stevens
Harvey Tucker
Jesse Kelley
Miguel Simpson
Darryl May

2) Often times we need to extract partial text items from a larger text item.
Example: Wee need "Carlota" from "Carlota / West: 658"

State-Zip Sales Rep Description Web Site SS #

CA-94704 Rosalie Mullins Carlota / West: 658 Amazon 047-58-9096
WA-98106 Marcia Parker Aspen / South: 345 Gel-boomerangs 022-84-1275
OR-96011 Christy Hogan Yanaki / South: 19.5 E-bay 044-99-8241
CA-98702 Sophia Maxwell FlatTop / South: 987.75 Amazon 095-16-8959
WA-98108 Salvador Craig Carlota / South: 56 Amazon 041-29-5981
WA-98112 Wanda Stevens Carlota / East: 23.5 E-bay 068-16-8345
OR-96011 Harvey Tucker Carlota / West: 321 Gel-boomerangs 033-78-7677
CA-94600 Jesse Kelley Yanaki / East: 1209.5 Amazon 082-13-8237
CA-94688 Miguel Simpson Yanaki / East: 123.5 E-bay 061-38-7552
WA-98342 Darryl May Quad / West: 399.95 Amazon 062-66-9360
ISO Date State Zip First Name Last Name Product Region
20160715
20160229
20160822
20160817
20160605
20160206
20160610
20160515
20161012
20160808

Text Functions:
LEFT extracts a given number of characters from the left
RIGHT extracts a given number of characters from the right
SEARCH tells you the starting position in a text string of text you specify. FIND is similar to SEARCH, but it is case
REPLACE function replaces part of a text string with text you specify, given a starting number and the number o
LEN function counts characters
MID extracts from the midele giben a starting point and the number of charactesr that you want
**Any Math Operation on Text Numbers will convert them back to numbers. It will also remove extra spaces.
TRIM removes spaces from a text string except for single spaces between words

More Text Functions:

PROPER function changes all capital letters or all lower case letters to all lower case except for first letter in eac
The LEN function counts characters
LOWER converts all letters to lower case
UPPER converts all letters to upper case
SUBSTITUTE function finds some text and replaces it with some different text
 Amount Web Site Date Date

D is similar to SEARCH, but it is case sensitive.

a starting number and the number of characters

actesr that you want

s. It will also remove extra spaces.

wer case except for first letter in each word

Text Formulas:
1) We can use the Ampersand to Join Items together. Text always goes in "Double Quotes".

First Name Last Name Join

Rosalie Mullins Rosalie Mullins
Marcia Parker Marcia Parker
Christy Hogan Christy Hogan
Sophia Maxwell Sophia Maxwell
Salvador Craig Salvador Craig
Wanda Stevens Wanda Stevens
Harvey Tucker Harvey Tucker
Jesse Kelley Jesse Kelley
Miguel Simpson Miguel Simpson
Darryl May Darryl May

2) Often times we need to extract partial text items from a larger text item.
Example: Wee need "Carlota" from "Carlota / West: 658"

State-Zip Sales Rep Description Web Site SS #

CA-94704 Rosalie Mullins Carlota / West: 658 Amazon 047-58-9096
WA-98106 Marcia Parker Aspen / South: 345 Gel-boomerangs 022-84-1275
OR-96011 Christy Hogan Yanaki / South: 19.5 E-bay 044-99-8241
CA-98702 Sophia Maxwell FlatTop / South: 987.75 Amazon 095-16-8959
WA-98108 Salvador Craig Carlota / South: 56 Amazon 041-29-5981
WA-98112 Wanda Stevens Carlota / East: 23.5 E-bay 068-16-8345
OR-96011 Harvey Tucker Carlota / West: 321 Gel-boomerangs 033-78-7677
CA-94600 Jesse Kelley Yanaki / East: 1209.5 Amazon 082-13-8237
CA-94688 Miguel Simpson Yanaki / East: 123.5 E-bay 061-38-7552
WA-98342 Darryl May Quad / West: 399.95 Amazon 062-66-9360
ISO Date State Zip First Name Last Name Product Region
20160715 CA 94704 Rosalie Mullins Carlota West
20160229 WA 98106 Marcia Parker Aspen South
20160822 OR 96011 Christy Hogan Yanaki South
20160817 CA 98702 Sophia Maxwell FlatTop South
20160605 WA 98108 Salvador Craig Carlota South
20160206 WA 98112 Wanda Stevens Carlota East
20160610 OR 96011 Harvey Tucker Carlota West
20160515 CA 94600 Jesse Kelley Yanaki East
20161012 CA 94688 Miguel Simpson Yanaki East
20160808 WA 98342 Darryl May Quad West

Text Functions:
LEFT extracts a given number of characters from the left
RIGHT extracts a given number of characters from the right
SEARCH tells you the starting position in a text string of text you specify. FIND is similar to SEARCH, but it is case
REPLACE function replaces part of a text string with text you specify, given a starting number and the number o
LEN function counts characters
MID extracts from the midele giben a starting point and the number of charactesr that you want
**Any Math Operation on Text Numbers will convert them back to numbers. It will also remove extra spaces.
TRIM removes spaces from a text string except for single spaces between words

More Text Functions:

PROPER function changes all capital letters or all lower case letters to all lower case except for first letter in eac
The LEN function counts characters
LOWER converts all letters to lower case
UPPER converts all letters to upper case
SUBSTITUTE function finds some text and replaces it with some different text
 Amount Web Site Date Date
658 Amazon 7/15/2016 7/15/2016
345 Gel-boomerangs 2/29/2016 2/29/2016
19.5 E-bay 8/22/2016 8/22/2016
987.75 Amazon 8/17/2016 8/17/2016
56 Amazon 6/5/2016 6/5/2016
23.5 E-bay 2/6/2016 2/6/2016
321 Gel-boomerangs 6/10/2016 6/10/2016
1209.5 Amazon 5/15/2016 5/15/2016
123.5 E-bay 10/12/2016 10/12/2016
399.95 Amazon 8/8/2016 8/8/2016

D is similar to SEARCH, but it is case sensitive.

a starting number and the number of characters

actesr that you want

s. It will also remove extra spaces.

wer case except for first letter in each word

3) Text Formulas to create labels that include Formatted Numbers:

TEXT function with custom number format and & (ampersand) to make label:
Number Label
2:00 PM
12/15/2010
25.55%

TEXT function converts a number to text with a Custom Number Format that you specify. TEXT(number, "Custom Number For
that you specify. TEXT(number, "Custom Number Format in quotes")
3) Text Formulas to create labels that include Formatted Numbers:

TEXT function with custom number format and & (ampersand) to make label:
Number Label
2:00 PM Your Appointment is at 2:00 PM
12/3/2010 The due date is 12/03/2010
5.55% The rate is 5.55%

TEXT function converts a number to text with a Custom Number Format that you specify. TEXT(number, "Custom Number For
 ="Your Appointment is at "&TEXT(A5,"h:mm AM/PM")
="The due date is "&TEXT(A6,"mm/dd/yyyy")
="The rate is "&TEXT(A7,"0.00%")

that you specify. TEXT(number, "Custom Number Format in quotes")

More information about TEXTJOIN functions:
Excel Magic Trick 1281: TEXTJOIN & CONCAT New Excel 2016 functions (14 Examples of Joining Items)
https://www.youtube.com/watch?v=qALXjobSAMA
Excel Magic Trick 1282: Lookup And Return Multiple Items to a Single Cell: TEXTJOIN Function
https://www.youtube.com/watch?v=oseoa_2OYqg

Latest Updates (Insider Program):

Excel Magic Trick 1280: How To Get Latest Excel Updates for Insider Program: Office 365
https://www.youtube.com/watch?v=9yu8nxy6-Pw

TEXTJOIN (Excel 2016 Office 365 or later, may require special version with latest updates)

First Middle Last Ampersand CONCATENATE

Sioux Radcoolinator Sioux Radcoolinator Sioux Radcoolinator
Gigi T. Fran Gigi T. Fran Gigi T. Fran
Tyrone Chip Smith Tyrone Chip Smith Tyrone Chip Smith
Chin Pham Chin Pham Chin Pham
Dennis Big D Ho Dennis Big D Ho Dennis Big D Ho

E-mails TEXTJOIN
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
[email protected] First Last
[email protected] Jane Mceachern
[email protected] Thanh Hatten
[email protected] Stephani Barris
[email protected] Tamera Lauritsen
[email protected] Fredric Mccrystal
[email protected] Yajaira Pointer
[email protected] Han Winchenbach
[email protected] Machelle Boyett
[email protected] Charlyn Oakman
[email protected] Tena Fickes
[email protected] Stephnie Rothstein
[email protected] Emeline Carballo
[email protected] Catharine Machnik
[email protected] Arielle Harker
Xuan Bellman
Ana Scranton
Lynelle Lymon
Mandie Sibrian
Sunshine Anson
Elinor Tinney
Joining Items)

TEXTJOIN

Email Phone All in 1 Column

[email protected] (206) 702-3761
[email protected] (509) 890-2222
[email protected] (509) 388-5556
[email protected] (253) 269-5644
[email protected] (206) 321-3643
[email protected] (509) 797-4802
[email protected] (253) 892-7509
[email protected] (206) 201-1128
[email protected] (509) 464-9688
[email protected] (509) 678-9724
[email protected] (206) 414-6854
[email protected] (206) 718-7242
[email protected] (253) 349-2963
[email protected] (509) 765-8970
[email protected] (253) 736-4111
[email protected] (509) 292-3337
[email protected] (253) 255-3509
[email protected] (509) 800-5133
[email protected] (253) 640-6399
[email protected] (509) 669-9304
More information about TEXTJOIN functions:
Excel Magic Trick 1281: TEXTJOIN & CONCAT New Excel 2016 functions (14 Examples of Joining Items)
https://www.youtube.com/watch?v=qALXjobSAMA
Excel Magic Trick 1282: Lookup And Return Multiple Items to a Single Cell: TEXTJOIN Function
https://www.youtube.com/watch?v=oseoa_2OYqg

Latest Updates (Insider Program):

Excel Magic Trick 1280: How To Get Latest Excel Updates for Insider Program: Office 365
https://www.youtube.com/watch?v=9yu8nxy6-Pw

TEXTJOIN (Excel 2016 Office 365 or later, may require special version with latest updates)

First Middle Last Ampersand CONCATENATE

Sioux Radcoolinator Sioux Radcoolinator Sioux Radcoolinator
Gigi T. Fran Gigi T. Fran Gigi T. Fran
Tyrone Chip Smith Tyrone Chip Smith Tyrone Chip Smith
Chin Pham Chin Pham Chin Pham
Dennis Big D Ho Dennis Big D Ho Dennis Big D Ho

E-mails TEXTJOIN
[email protected] [email protected];[email protected];[email protected];[email protected];
[email protected]
[email protected]
[email protected]
[email protected]
[email protected] First Last
[email protected] Jane Mceachern
[email protected] Thanh Hatten
[email protected] Stephani Barris
[email protected] Tamera Lauritsen
[email protected] Fredric Mccrystal
[email protected] Yajaira Pointer
[email protected] Han Winchenbach
[email protected] Machelle Boyett
[email protected] Charlyn Oakman
[email protected] Tena Fickes
[email protected] Stephnie Rothstein
[email protected] Emeline Carballo
[email protected] Catharine Machnik
[email protected] Arielle Harker
Xuan Bellman
Ana Scranton
Lynelle Lymon
Mandie Sibrian
Sunshine Anson
Elinor Tinney
Joining Items)

TEXTJOIN
Sioux Radcoolinator
Gigi T. Fran
Tyrone Chip Smith
Chin Pham
Dennis Big D Ho

[email protected];[email protected];[email protected];[email protected];[email protected];[email protected];TameraM@

Email Phone All in 1 Column

[email protected] (206) 702-3761 Jane, Mceachern, [email protected], (206) 702-3761
[email protected] (509) 890-2222 Thanh, Hatten, [email protected], (509) 890-2222
[email protected] (509) 388-5556 Stephani, Barris, [email protected], (509) 388-5556
[email protected] (253) 269-5644 Tamera, Lauritsen, [email protected], (253) 269-5644
[email protected] (206) 321-3643 Fredric, Mccrystal, [email protected], (206) 321-3643
[email protected] (509) 797-4802 Yajaira, Pointer, [email protected], (509) 797-4802
[email protected] (253) 892-7509 Han, Winchenbach, [email protected], (253) 892-7509
[email protected] (206) 201-1128 Machelle, Boyett, [email protected], (206) 201-1128
[email protected] (509) 464-9688 Charlyn, Oakman, [email protected], (509) 464-9688
[email protected] (509) 678-9724 Tena, Fickes, [email protected], (509) 678-9724
[email protected] (206) 414-6854 Stephnie, Rothstein, [email protected], (206) 414-6854
[email protected] (206) 718-7242 Emeline, Carballo, [email protected], (206) 718-7242
[email protected] (253) 349-2963 Catharine, Machnik, [email protected], (253) 349-2963
[email protected] (509) 765-8970 Arielle, Harker, [email protected], (509) 765-8970
[email protected] (253) 736-4111 Xuan, Bellman, [email protected], (253) 736-4111
[email protected] (509) 292-3337 Ana, Scranton, [email protected], (509) 292-3337
[email protected] (253) 255-3509 Lynelle, Lymon, [email protected], (253) 255-3509
[email protected] (509) 800-5133 Mandie, Sibrian, [email protected], (509) 800-5133
[email protected] (253) 640-6399 Sunshine, Anson, [email protected], (253) 640-6399
[email protected] (509) 669-9304 Elinor, Tinney, [email protected], (509) 669-9304
@yahoo.com;[email protected];[email protected];[email protected];[email protected];[email protected];WillisC@gma
[email protected];[email protected];[email protected];[email protected];[email protected];[email protected];LeannaD@ho
[email protected];[email protected];[email protected]
Create text formulas in the green cells below.

Description Web Site Product Region Amount

Carlota / West: 658 Amazon
Aspen / South: 345 Gel-boomerangs
Yanaki / South: 19.5 E-bay
FlatTop / South: 987.75 Amazon
Carlota / South: 56 Amazon
Carlota / East: 23.5 E-bay
Carlota / West: 321 Gel-boomerangs
Yanaki / East: 1209.5 Amazon
Yanaki / East: 123.5 E-bay
Quad / West: 399.95 Amazon
Web Site
Create text formulas in the green cells below.

Description Web Site Product Region Amount

Carlota / West: 658 Amazon Carlota West 658
Aspen / South: 345 Gel-boomerangs Aspen South 345
Yanaki / South: 19.5 E-bay Yanaki South 19.5
FlatTop / South: 987.75 Amazon FlatTop South 987.75
Carlota / South: 56 Amazon Carlota South 56
Carlota / East: 23.5 E-bay Carlota East 23.5
Carlota / West: 321 Gel-boomerangs Carlota West 321
Yanaki / East: 1209.5 Amazon Yanaki East 1209.5
Yanaki / East: 123.5 E-bay Yanaki East 123.5
Quad / West: 399.95 Amazon Quad West 399.95
Web Site
Amazon
Gel-boomerangs
E-bay
Amazon
Amazon
E-bay
Gel-boomerangs
Amazon
E-bay
Amazon
Create text formulas in the green cells below.

Download Names Extract first name & capitalize only first letter
NEIL LIEBER
MAT PRISCO
ALTHEA BERTIN
KELLY GAMBLIN
CHANDRA VALENZULA
CODY CASTILLON
TYRONE BRAZIER
ALTHEA BUHL
DOLLIE MUNSEY
ALLYSON PHOU

Download Names Extract last name & capitalize only first letter
NEIL LIEBER
MAT PRISCO
ALTHEA BERTIN
KELLY GAMBLIN
CHANDRA VALENZULA
CODY CASTILLON
TYRONE BRAZIER
ALTHEA BUHL
DOLLIE MUNSEY
ALLYSON PHOU

ExtractFirst initial of first name and first initial

Download Names of last name separated by a space.
NEIL LIEBER
MAT PRISCO
ALTHEA BERTIN
KELLY GAMBLIN
CHANDRA VALENZULA
CODY CASTILLON
TYRONE BRAZIER
ALTHEA BUHL
DOLLIE MUNSEY
ALLYSON PHOU
Create text formulas in the green cells below.

Download Names Extract first name & capitalize only first letter
NEIL LIEBER Neil
MAT PRISCO Mat
ALTHEA BERTIN Althea
KELLY GAMBLIN Kelly
CHANDRA VALENZULA Chandra
CODY CASTILLON Cody
TYRONE BRAZIER Tyrone
ALTHEA BUHL Althea
DOLLIE MUNSEY Dollie
ALLYSON PHOU Allyson

Download Names Extract last name & capitalize only first letter
NEIL LIEBER Lieber
MAT PRISCO Prisco
ALTHEA BERTIN Bertin
KELLY GAMBLIN Gamblin
CHANDRA VALENZULA Valenzula
CODY CASTILLON Castillon
TYRONE BRAZIER Brazier
ALTHEA BUHL Buhl
DOLLIE MUNSEY Munsey
ALLYSON PHOU Phou

ExtractFirst initial of first name and first initial

Download Names of last name separated by a space.
NEIL LIEBER NL
MAT PRISCO MP
ALTHEA BERTIN AB
KELLY GAMBLIN KG
CHANDRA VALENZULA CV
CODY CASTILLON CC
TYRONE BRAZIER TB
ALTHEA BUHL AB
DOLLIE MUNSEY DM
ALLYSON PHOU AP