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Text Case Conversions

Convert text to uppercase, lowercase, or proper case for standardization and consistency.

Relevant Formulas​

UPPER​

Converts text to uppercase.

View UPPER Formula Reference →

LOWER​

Converts text to lowercase.

View LOWER Formula Reference →

PROPER​

Capitalizes the first letter of each word.

View PROPER Formula Reference →

Basic Usage​

UPPER - All Uppercase​

=UPPER([text])
Input: "hello world"
Result: "HELLO WORLD"

LOWER - All Lowercase​

=LOWER([text])
Input: "HELLO WORLD"
Result: "hello world"

PROPER - Title Case​

=PROPER([text])
Input: "hello world"
Result: "Hello World"

Common Use Cases​

Data Standardization​

// Standardize state codes
=UPPER([state])

// Standardize email addresses
=LOWER([email])

// Format names consistently
=PROPER([customer_name])

Before Comparison​

// Case-insensitive matching
=IF(UPPER([input]) = "YES", true, false)

// Standardize before join
=LOWER(TRIM([email]))

Display Formatting​

// Title format for headers
=PROPER(CONCAT([first_name], " ", [last_name]))

// Uppercase for codes
=UPPER([product_code])

Advanced Techniques​

Combined with Other Functions​

// Clean and capitalize
=PROPER(TRIM([company_name]))

// Uppercase extracted text
=UPPER(LEFT([code], 3))

Conditional Case Conversion​

// Convert based on type
=IF([type] = "code", UPPER([value]), PROPER([value]))

Best Practices​

  1. Standardize Early - Convert case early in pipeline
  2. Combine with TRIM - Remove spaces while converting
  3. Consider Culture - PROPER may not work correctly for all names
  4. Index After - Index standardized columns for better performance

Additional Formula References​

Additional examples will be added soon.