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Final Excel project updated

The document provides an overview of various text and date/time functions in Excel, including TRIM, UPPER, MID, DAYS, and DATEDIF. It explains how to use these functions with examples to manipulate and analyze text and date data effectively. Each function is accompanied by its syntax and arguments for better understanding.

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0% found this document useful (0 votes)
2 views6 pages

Final Excel project updated

The document provides an overview of various text and date/time functions in Excel, including TRIM, UPPER, MID, DAYS, and DATEDIF. It explains how to use these functions with examples to manipulate and analyze text and date data effectively. Each function is accompanied by its syntax and arguments for better understanding.

Uploaded by

Prashant
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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THEINSTITUTEOFCHARETEREDACCONTANTOFINDIA

III. TEXT Functions

Excel is mostly about the numerical data, but at times we can come across the data which has too much text
and that is the time when Text Functions in Excel will help us to simplify the things easily.

Excel Logical Functions List


1. MID
2. PROPER
3. TRIM
4. UPPER
5. LOWER
6. LEFT
7. RIGHT
8. TEXT

1. TRIM Fun
Question.
FollowingisthelistofdatacontainnameofpeopletakingpartinQuizcompetition.
Name
rakeSh
Mahtok
aRan
Guptap
rIYA SIngh
rIya kuMAri
Raj sharMA
Thegivendataisdisorganised.

Solution

Name FormulaUsed
RakeshMahto TRIM(PROPER(A8))
KaranGupta TRIM(PROPER(A9))
PriyaSingh TRIM(PROPER(A10))
RiyaKumari TRIM(PROPER(A11))
RajSharma TRIM(PROPER(A12))

Here we have used the TRIM Function along with PROPER Function to present the data in a
suitable format.
The TRIM Function removes all the spaces from the text except for the single space between the words.
Syntax: TRIM( text )
The TRIM Function has the following arguments-
• Text- Required argument. The text from which you want spaces to be removed.
THEINSTITUTEOFCHARETEREDACCONTANTOFINDIA
2. UPPER Function

Question.
ThefollowingdataistobefilledinaformwhichrequiresallthecharacterstobeCapitalised/UP
PER
CASE.
name-
rakeshmahtofather'sname-
rammahtomother'sname-
santimahto
address-s.b.gorairoad,asansolpin-
710031
mobno-1234567890
Youarerequiredtocovertthegivendatainproperformatusing"UPPER"func
tion.

Solution

Data Formula Used


NAME - RAKESH MAHTO UPPER(A8)
FATHER'S NAME - RAM MAHTO UPPER(A9)
MOTHER'S NAME - SANTI MAHTO UPPER(A10)
ADDRESS - S.B. GORAI ROAD , ASANSOL UPPER(A11)
PIN - 710031 UPPER(A12)
MOB NO - 1234567890 UPPER(A13)

Here we have used the UPPER Function to convert all text in lower case to UPPER Case.

The UPPER Function is used to covert the given text to uppercase.

Syntax: UPPER( text )

The UPPER Function has the following arguments-

• Text- Required argument. The text which you want to convert into uppercase. The text can be

reference or a text
string.
THEINSTITUTEOFCHARETEREDACCONTANTOFINDIA

3. MID Function
Question.
Data
ABCTHEDEFH
Solution
HJISKLFINSTITUTEXYZ
ROFGHTHUIDCHA THE INSTITUTE OF CHARTERE ACCOUNTAN OF INDIA
RTEREDOPIK D T
FormulaUsed MID(A7,4,3
WERVACCOUNTANTDFGH (A8,8,9 MID(A10,6,9 MID(A12,2,2 MID(A13,5,5
MI MID(A9,2,
) ) MID(A11,5,10) ) )
D 2
ROFGY
QWERINDIADFG
Usingtheabovedata,formmeaningfulwords. Here we have used the MID Function to extract the
letters form the middle of the words.

The MID function returns a specified number of characters from the middle of a given text string.

While doing financial analysis, the MID function can be useful if we wish to extract characters from the middle of a

specific text. Generally, it is used by combining it with other functions such as VALUE, SUM, COUNT, DATE, DAY, etc.

Syntax: MID(text,start_num,num_chars)

The MID function has the following arguments-

• Text (required argument) – The original text string.

• Start_num (required argument) – This is an integer that specifies the position of the first character that you
want to be returned.

• Num_chars (required argument) – Specifies the number of characters, starting with start_num, to be returned

from the start of the given text. It is the number of


characters to be extracted.
THEINSTITUTEOFCHARETEREDACCONTANTOFINDIA
IV. DAYS & TIME Functions

Excel Date and Time functions can be used to extract information from, and perform operations on, Excel Dates and
Times.
Some of the Excel Date & Time functions are new to Excel 2010 or Excel 2013, so are not available in earlier versions
of Excel. You can find this information in the applicability section of the function.

Excel Date & Time functions

1. DATE

2. NOW

3. DATEDIF

4. DAY

5. EDATE

6. TODAY

7. TIME

8. YEAR

1. DAYS Function

Question.
FollowingisalistofholidaysofSt.ChristopherMissionSchool
Occasion From To
VivekandaJyantiandMakarS
ankranti
12-01-2020 15-01-2020
NetajiBirthdayandRepublicD
ay 23-01-2020 26-01-2020
SarasvatiPuja 29-01-2020 30-01-2020
Holi 08-03-2020 11-03-2020
PehlaBaishakh 14-04-2020 15-04-2020
Eid 23-07-2020 25-07-2020
Rakhshabandhan 20-08-2020 20-08-2020
DurgaPuja 23-10-2020 26-10-2020
DiwaliandKaliPuja 14-11-2020 15-11-2020
ChhatPuja 18-11-2020 22-11-2020
ChristmasandNewYear 24-12-2020 01-01-2021
Findtheno.ofdaysofeveryholidayprovided.
THEINSTITUTEOFCHARETEREDACCONTANTOFINDIA

Solution

No. of holidays Formula Used

3 DAYS(C9,B9)
3 DAYS(C10,B10)
1 DAYS(C11,B11)
3 DAYS(C12,B12
1 DAYS(C13,B13)
2 DAYS(C14,B14)
0 DAYS(C15,B15)
3 DAYS(C16,B16)
1 DAYS(C17,B17)
4 DAYS(C18,B18)
8 DAYS(C19,B19)

Here we have used the DAYS Function to calculate the no of days of each holiday.

The DAYS Function is used to extract or find out the no of days between two given dates.

Syntax: DAYS( end_date, start_date )

The DAYS Function has the following arguments-

• End_date Required. Start_date and End_date are the two dates between which you want to know the
number of days.

• Start_date Required. Start_date and End_date are the two dates between which you want to know the

number of days.
THEINSTITUTEOFCHARETEREDACCONTANTOFINDIA
2. DATEDIF Function

Question.
Use the given dates against "DATEDIF"
Function
to find between the no. of -
a) Years
b) Months
c) Days
d) Months excluding years
e) Days excluding months
f) Days excluding years
DATE/ CASE Case 1 Case 2
DATE (1) 21-02-1990 08-02-1992
DATE (2) 27-12-2020 22-12-2020

Solution

Result Formula Used


No of-
Case 1 Case 2 Case 1 Case 2
a) Years 30 28 DATEDIF(B$15,B$16,"Y") DATEDIF(C$15,C$16,"Y")
b) Months 370 346 DATEDIF(B$15,B$16,"M") DATEDIF(C$15,C$16,"M")
c) Days 11267 10545 DATEDIF(B$15,B$16,"D") DATEDIF(C$15,C$16,"D")
d) Months excluding
years 10 10 DATEDIF(B$15,B$16,"YM") DATEDIF(C$15,C$16,"YM")
DATEDIF(B$15,B$16,"MD"
e) Days excluding months 6 14 ) DATEDIF(C$15,C$16,"MD")
f) Days excluding years 309 318 DATEDIF(B$15,B$16,"YD") DATEDIF(C$15,C$16,"YD")

Here we have used the DATEDIF Function to find out the days, months, years, etc between the given dates.

The DATEDIF Function in Excel is categorized under Excel Date/Time functions. As a financial analyst, we may require
the number of days, months, or years between two dates. The DATEDIF function helps us calculate the difference.

Syntax:
DATEDIF(start_date,end_date,unit)

The DATEDIF function includes the


following arguments-

• Start_date – This is a required argument. As the name suggests, it is the initial date of the period.
• End_date – This is also a required argument. It represents the last, or ending, date of the period.
• Unit – The time unit in which we want the information.

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