Is there a formula or shortcut to change text to Proper case?

Options

I have a very large sheet where some of the text was written in upper case. I know the UPPER and LOWER functions will change the entire sentence to lowercase, but is there a PROPER function (like in excel) to capitalize the first letter of the sentence with the subsequent letters in lower case?

Answers

  • Andrée Starå
    Andrée Starå Community Champion

    Hi @CallmeQ

    Unfortunately, it's not possible at the moment, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment

    You could maybe export the sheet to Excel as a possible workaround and make the changes and then copy/paste back to the sheet. Are you using a PC or a Mac?

    Would that work/help?

    I hope that helps!

    Be safe and have a fantastic weekend!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.

  • Jake Gustafson
    Jake Gustafson Community Champion

    Any update on the Proper function? I didn't see it on the Functions List page (Functions List | Smartsheet Learning Center).

  • CWS_Bob
    CWS_Bob ✭✭✭

    Ditto ... any updates

  • Jeff Reisman
    Jeff Reisman Community Champion
    edited 11/04/22

    @Jake Gustafson @CWS_Bob

    I just came across a need for this. In my case, it was cleaning up first name and last name in order to join them together in a new field for inclusion on a generated PDF certificate. These fields are user-input from a form, so we get all kinds of messes in there - all lower, all upper, and stray caps. The below formula converts each name to upper, collects the first letter, then converts the name to lower case and collects everything after the first letter (up to 30 more characters in each name.)

    =LEFT(UPPER([First Name]@row), 1) + MID(LOWER([First Name]@row), 2, 30) + " " + LEFT(UPPER([Last Name]@row), 1) + MID(LOWER([Last Name]@row), 2, 30)

    So "jeff" and "reisman", or "jeFf" and "REISMAN", become "Jeff Reisman"

    The only place where this makes it worse are names like "DeSean," "de Rivera," "McAlister," etc.

    Since someone is going to manually view these records and check a box to trigger the PDF creation, I think I'll add a check box for "Use Existing Names" and change my formula to account for this:

    =IF([Use Existing Names]@row =1, ([First Name]@row + " " + [Last Name]@row), (LEFT(UPPER([First Name]@row), 1) + MID(LOWER([First Name]@row), 2, 30) + " " + (LEFT(UPPER([Last Name]@row), 1) + MID(LOWER([Last Name]@row), 2, 30)))

    Regards,

    Jeff Reisman

    Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!

  • CWS_Bob
    CWS_Bob ✭✭✭

    Thank you for posting this! @Jake Gustafson I'm going to try it and if there are issues I will respond

  • @Jeff Reisman

    You're my hero! Thank you for this!

  • SSFeatures
    SSFeatures ✭✭✭✭✭✭

    Hi @CallmeQ, @CWS_Bob, my name is Nathan and I'm working full-time to build a browser extension that improves Smartsheet's functionality.

    The browser extension is SSFeatures ( https://ssfeatures.com ) and you can use it to enforce different capitalization rules on all of your data.

    image.png

    It currently supports the following capitalization rules:

    • Uppercase: "THIS IS AN EXAMPLE"
    • Lowercase: "this is an example"
    • Title Case: "This is an Example"
    • First Letter Upper Case: "This Is An Example"
    • Sentence Case: "This is an example"

    You can use this to enforce rules on all of your data without needing to use any helper columns.

    Please let me know if you have any questions!

    Nathan Braun (Founder of SSFeatures) (nathan@ssfeatures.com) (LinkedIn)

    SSFeatures makes Smartsheet way easier to use and it saves you hours of work every week. It adds essential features into Smartsheet to save you time. For example: — Auto Sorting — Sorting with Filters — Report PDF Generation — Copy and Paste Conditional Formats — Copy and Paste Automation Workflows — Column Manager — and so many more.

Help Article Resources

Want to practice working with formulas directly in Smartsheet?

Check out the Formula Handbook template!