This is part of a series of Excel tips focused on helping you clean up your contact data. Today’s tip explains how to use Excel proper case to convert names from UPPERCASE or lowercase to Proper case.
The other day I was getting ready to send an email to a small group of people. I like to personalize emails, even when sending to a group. So I set up my emails to address everyone by their first name.
Looking at my list of contacts, I noticed that some of the names were all UPPERCASE, and some we all lowercase. Being a bit of a perfectionist, I wanted all the first names to have the same formatting. With names you should use proper casing. That means an uppercase first letter, with the rest of the name in lowercase.
Remember, I was sending this email to a group of people, not one at a time. That doesn’t mean that my message wasn’t personal. I wanted it to come across as being from me to the each recipient personally. I was asking for some specific feedback from this group.
Nothing would throw off that personal feeling like starting the email with Hi STEVE or Hi steve. I had to fix those first names so they would look natural, à la Hi Steve.
Excel is on the Case
Luckily, there is a quick and painless way to change the casing on names (or any text) in Excel.
To do so, use the Excel proper case formula that looks like this: =PROPER(CELL)
Let’s walk through how to do this step by step.