Just like the Excel worksheet functions, there is a DAX function to convert text to lower case. We can enter the above formula into the Measure editor. =CONCATENATEX( ChangeCase, LOWER( ChangeCase ), ", ") This will open up the Measure dialog box, where we can create our DAX formulas. Right click on the table in the PivotTable Fields window and select Add Measure from the menu. This will allow us to use the necessary DAX formula to transform our text case.Ĭreating a DAX formula in our pivot table can be done by adding a measure. In the Create PivotTable dialog box menu, check the option to Add this data to the Data Model. Select the data to be converted ➜ go to the Insert tab ➜ select PivotTable from the tables section. There are even DAX formula to change text case before we summarize it!įirst, we need to create a pivot table with our text data. But pivot tables can also summarize text data when we use the data model and DAX formulas. When we think of pivot tables, we generally think of summarizing numeric data. This will create a new column with all text converted to proper case lettering, where each word is capitalized, using the Text.Proper power query function. = Table.AddColumn(#"Changed Type", "Capitalize Each Word", each Text.Proper(), type text) Select the column containing the data we want to transform ➜ go to the Add Column tab ➜ select Format ➜ select Capitalize Each Word from the menu. This will create a new column with all text converted to upper case letters using the Text.Upper power query function. = Table.AddColumn(#"Changed Type", "UPPERCASE", each Text.Upper(), type text) Select the column containing the data we want to transform ➜ go to the Add Column tab ➜ select Format ➜ select UPPERCASE from the menu. This will create a new column with all text converted to lower case letters using the Text.Lower power query function. = Table.AddColumn(#"Changed Type", "lowercase", each Text.Lower(), type text) Select the column containing the data we want to transform ➜ go to the Add Column tab ➜ select Format ➜ select lowercase from the menu. This will open up the power query editor where we can apply our text case transformations. Select the data we want to transform ➜ go to the Data tab ➜ select From Table/Range. With power query we can transform the case into lower, upper and proper case. Power query is all about data transformation, so it’s sure there is a way to change the case of text in this tool. We can also use the keyboard shortcut Ctrl + E for flash fill.įlash fill will work for many types of simple data transformations including changing text between lower case, upper case and proper case. Enter the example data ➜ highlight both the examples and cells that need to be filled ➜ go to the Data tab ➜ press the Flash Fill command found in the Data Tools section. We can also access flash fill from the ribbon. We can accept this suggested filled data by pressing Enter. When Excel has enough examples to figure out the pattern, it will show the suggested data in a light grey font. We need to type out a couple of examples of the results we want. We only need to provide a couple examples of the results we want, and flash fill will fill in the rest.įlash fill can only be used directly to the right of the data we’re trying to transform. Using Flash Fill To Change Text Caseįlash fill is a tool in Excel that helps with simple data transformations. Press Ctrl + C to copy the range of cells ➜ press Ctrl + Alt + V to paste special ➜ choose Values from the paste options. This can be done by copying the range of formulas and pasting them as values with the paste special command. Copy And Paste Formulas As ValuesĪfter using the Excel formulas to change the case of our text, we may want to convert these to values. The function will evaluate to text that is all proper case where each word starts with a capital letter and is followed by lower case letters. The PROPER function takes one argument which is the bit of Text we want to change into proper case. The function will evaluate to text that is all upper case. The UPPER function takes one argument which is the bit of Text we want to change into upper case letters. The function will evaluate to text that is all lower case. The LOWER function takes one argument which is the bit of Text we want to change into lower case letters. There’s a whole category of Excel functions to deal with text, and these three will help us to change the text case.
These are the functions we can use in any worksheet in Excel. The first option we’re going to look at is regular Excel functions. In this post, we’re going to look at using Excel functions, flash fill, power query, DAX and power pivot to change the case of our text data.
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