MS EXCEL EXERCISES:

Functions
Commonly Used

Functions/Tools Go to Sheet
TEXT FUNCTIONS
"LEFT" function 11
"RIGHT" function 12
"MID" function 13
"REPLACE" function 14
"CONCATENATE" function 15
"PROPER" function 16
"UPPER" function 17
"LOWER" function 18
"TRIM" function 19
"LEFT" function Back to Home

PROBLEM: Suppose you are instructed to classify the securities of your client by category and you need to extract the FIRST FOUR LETTERS only of each security in the SECURITY ID column.

SOLUTION:
SECURITY ID CATEGORY Categories:
PIBL1209J217 PIBL PIBL Treasury Bills
PIBL1210A018 PIBL PIBD Treasury Notes
PIBL1210B035 PIBL
PIBL1210B044 PIBL
PIBD1210C052 PIBD
PIBL1210C061 PIBL
PIBD1210D088 PIBD
PIBL1210G147 PIBL
PIBL1210G156 PIBL
PIBL1210H164 PIBL
PIBL1210H173 PIBL
PIBL1210I190 PIBL
PIBD0711A354 PIBD
PIBD0511C622 PIBD
PIBD0511F638 PIBD
PIBD0511F639 PIBD
PIBD0511F640 PIBD
PIBD0411L191 PIBD
PIBL0411L192 PIBL
PIBD0312A182 PIBD
PIBD0312A183 PIBD
PIBD0512B658 PIBD
PIBL0512B659 PIBL
PIBD0712H408 PIBD
"RIGHT" function Back to Home

PROBLEM: Suppose you are instructed to classify the securities of your client as TAXABLE or EXEMPT and you need to extract ONE CHARACTER ONLY from the RIGHT to distinguish the two.

SOLUTION:
DESCRIPTION FINDINGS Findings:
FXT012714 5-67 7 Number Taxable
FXT012714 5-68 8 E Exempt
FXT012714 5-69 9
CBABC030618e e
CBABC030628e e
CBABC030638e e
FXT022112 5-65 5
FXT022112 5-66 6
CBAC112212e e
CBAC112213e e
FXT022112 5-67 7
FXT022112 5-68 8
CBABC030629e e
CBABC030639e e
FXT030311 5-71 1
FXT030313 7-72 2
FXT030313 7-73 3
FXT041511 7-74 4
CBFLI112014e e
CBFLI112015e e
"MID" function Back to Home

PROBLEM: Suppose the client use SHORTENED CODES in maintaining their security file and you need to verify from them from the any financial information system

SOLUTION:
PER PDEX PER CLIENT RECORDS
PIBD0711A354 07 35 07-35
PIBD0511C622 05 62 05-62
PIBD0511F638 05 63 05-63
PIBD0511C633 05 63 05-63
PIBD0511F655 05 65 05-65
PIBD0411L191 04 19 04-19
PIBD0312A182 03 18 03-18
PIBD0511F640 05 64 05-64
PIBD0512B658 05 65 05-65
PIBD0712H418 07 41 07-41
PIBD0313A199 03 19 03-19
PIBD0713C438 07 43 07-43
PIBD1016C407 10 40 10-40
PIBD1016C445 10 44 10-44
PIBD2017D011 20 01 20-01
"REPLACE" function

PROBLEM: Suppose your client wants to replace the security IDs similar to the samples indicated on the right.

SECURITY ID Sample IDs

FXT012714 5-67 FXT000714 5-67 FXT000714 5-67
FXT012714 5-68 FXT000714 5-68 FXT000714 5-68
FXT012714 5-69 FXT000714 5-69 FXT000714 5-69
CBABC030618e CBA00030618e CBA00030618e
CBABC030628e CBA00030628e CBA00030628e
CBABC030638e CBA00030638e CBA00030638e
FXT022112 5-65 FXT000112 5-65 FXT000112 5-65
FXT022112 5-66 FXT000112 5-66 FXT000112 5-66
CBAC112212e CBA0002212e CBA0002212e
CBAC112213e CBA0002213e CBA0002213e
FXT022112 5-67 FXT000112 5-67 FXT000112 5-67
FXT022112 5-68 FXT000112 5-68 FXT000112 5-68
FXT022112 5-69 FXT000112 5-69 FXT000112 5-69
FXT030311 5-70 FXT000311 5-70 FXT000311 5-70
FXT030311 5-71 FXT000311 5-71 FXT000311 5-71
FXT030313 7-72 FXT000313 7-72 FXT000313 7-72
FXT030313 7-73 FXT000313 7-73 FXT000313 7-73
FXT041511 7-74 FXT000511 7-74 FXT000511 7-74
CBFLI112014 CBF00012014 CBF00012014
CBFLI112015 CBF00012015 CBF00012015
CBFLI112016e CBF00012016e CBF00012016e
FXT072211 7-37 FXT000211 7-37 FXT000211 7-37
RTB073111 R3-6 RTB000111 R3-6 RTB000111 R3-6
RTB073113 R5-7 RTB000113 R5-7 RTB000113 R5-7
RTB073113 R5-8 RTB000113 R5-8 RTB000113 R5-8
RTB073113 R5-9 RTB000113 R5-9 RTB000113 R5-9
RTB073113 R5-10 RTB000113 R5-100 RTB000113 R5-10
RTB073113 R5-11 RTB000113 R5-111 RTB000113 R5-11
RTB073113 R5-12 RTB000113 R5-122 RTB000113 R5-12
RTB073113 R5-13 RTB000113 R5-133 RTB000113 R5-13
RTB073113 R5-14 RTB000113 R5-144 RTB000113 R5-14
RTB073113 R5-15 RTB000113 R5-155 RTB000113 R5-15
RTB073113 R5-16 RTB000113 R5-166 RTB000113 R5-16
RTB073113 R5-17 RTB000113 R5-177 RTB000113 R5-17
RTB073113 R5-18 RTB000113 R5-188 RTB000113 R5-18
RTB073113 R5-19 RTB000113 R5-199 RTB000113 R5-19
RTB073113 R5-20 RTB000113 R5-200 RTB000113 R5-20
"CONCATENATE" function

PROBLEM: Suppose the client use SHORTENED CODES in maintaining their security file and you need to verify from them from the any financial info
This is connected to MID function in Tab 13.

SOLUTION:
PER PDEX MID FUNCTION PER CLIENT RECORDS CONCATENATE
PIBD0711A354 07 35 07-35 0735
PIBD0511C622 05 62 05-62 0562
PIBD0511F638 05 63 05-63 0563
PIBD0511C633 05 63 05-63 0563
PIBD0511F655 05 65 05-65 0565
PIBD0411L191 04 19 04-19 0419
PIBD0312A182 03 18 03-18 0318
PIBD0511F640 05 64 05-64 0564
PIBD0512B658 05 65 05-65 0565
PIBD0712H418 07 41 07-41 0741
PIBD0313A199 03 19 03-19 0319
PIBD0713C438 07 43 07-43 0743
PIBD1016C407 10 40 10-40 1040
PIBD1016C445 10 44 10-44 1044
"PROPER" function Back to Home

PROBLEM: Suppose you need to change typo errors of proper nouns without deleting the original text.

SOLUTION:
ORIGINAL TEXT PROPER TEXT
PERSONS
washington sycip Washington Sycip
milarey wee Milarey Wee
febby mae sumael Febby Mae Sumael
michael tomon Michael Tomon
gerlene sagayadoro Gerlene Sagayadoro
zion joy lacson Zion Joy Lacson
jaymar mendoza Jaymar Mendoza
mary grace capistrano Mary Grace Capistrano
mary joy digman Mary Joy Digman
carlo jay palma Carlo Jay Palma

PLACES
laguna Laguna
bacolod Bacolod
catanduanes Catanduanes
cavite Cavite
bulacan Bulacan
bohol Bohol
batangas Batangas
leyte Leyte

MONTHS
january January
february February
march March
april April
may May
june June
july July
august August
september September
october October
november November
december December
"UPPER" function

PROBLEM: Suppose you need to change typo errors of lower cases without deleting the original text.

SOLUTION:
ORIGINAL TEXT UPPER CASE
metropolitan bank and trust company METROPOLITAN BANK AND TRUST COMPANY
sycip, gorres velayo and company SYCIP, GORRES VELAYO AND COMPANY
I love this training! I LOVE THIS TRAINING!
merry christmas MERRY CHRISTMAS
happy new year! HAPPY NEW YEAR!
pibd0511c622 PIBD0511C622
welcome WELCOME
thank you THANK YOU
"LOWER" function

PROBLEM: Suppose you need to change typo errors of upper cases without deleting the original text.

SOLUTION:
ORIGINAL TEXT LOWER CASE
PENDING ITEMS pending items
"TRIM" function

PROBLEM: Suppose you need to change typo errors of lower cases without deleting the original text.

SOLUTION:
ORIGINAL TEXT TRIM
METROPOLITAN BANK AND TRUST COMPANY METROPOLITAN BANK AND TRUST COMPANY
SYCIP, GORRES VELAYO AND COMPANY SYCIP, GORRES VELAYO AND COMPANY
I LOVE THIS TRAINING! I LOVE THIS TRAINING!
MERRY CHRISTMAS MERRY CHRISTMAS
HAPPY NEW YEAR! HAPPY NEW YEAR!
PIBD0511C622 PIBD0511C622
WELCOME WELCOME
THANK YOU THANK YOU