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In this course, Dennis Taylor explores the functions, commands, and techniques in Excel that restructure data, remove unwanted characters, convert date data into the desired format, and prepare data for efficient analysis. This course helps get data from a business management system file, other database software, a text file, or a poorly designed Excel worksheet into optimal shape for working with in Excel.
Sometimes you need to pull data together from different locations within a worksheet. The data in columns A, B, and C is structured in such a way that it's ideal for sorting by last name, and even first name if necessary. But suppose you want to take that information and create the kind of names that you would put on mailing labels. In Cell D2, for example, what we would like to see here is Mark R. Baker, and just below that, Sheila H. Hansen. We can pull data together by using the Concatenate function or a technique that pulls the data together.
Let's take a look at both of these. The function is called Concatenate. And we simply want to pull the data from B2-- that's the first name where we see Mark-- comma, and we would also like to see a space after Mark. So double quote, space, double quote, and a comma, and now we want to see the middle initial--it's in C2. Recognize that some of the names below don't have a middle initial. Following the middle initial another comma, double quote, space, double quote, comma, and now the location of the last name-- it's in cell A2. We're done.
That's what it looks like. As we copy this down the column, keep your eye on those rows where there is no middle initial, and they look slightly different. It's like there's an extra space. Now that may or may not be a big problem on a mailing label, but if you want to deal with that issue, what we can do here is actually use another function called Trim, whose general purpose is to remove leading and trailing spaces, but it also converts multiple consecutive inner spaces to simply one space. And we do need an extra parenthesis on the right side here, too.
So changing this and then recopying by double-clicking here, we see what's happening. And that looks slightly different than before, and it looks like only a single space. So what we're doing here, again, using the Concatenate function to pull the data together and using the Trim function to get rid of that multiple spaces when they occur. Now, instead of using Concatenate, another approach is to use the ampersand symbol. So what we don't need here is the actual word concatenate. We do want to get B2, but instead of a comma here, we put in the ampersand-- that's above the number 7 key, the & symbol.
So it's as if we're saying, let's get Mark and the space and the data from C2-- that's the middle one--put in another ampersand in place of the commas in all cases here, and another space and the data in A2. We don't need two parentheses out there, just one. There we go! This is substantially shorter than Concatenate, and if it is clearer to you, perhaps it's the better choice. Let's see what's happening there, recopy these. Everything looks the same as it did before, but for many people a little more direct, a little faster to get to it.
Different techniques for pulling together data from different locations. If this is our final result, of course we copy this all the way down the column here for as long as that might be. And then the final step in many situations like this for creating conversions is to save the data and essentially throw away the formulas. Once again using the right-mouse button drag any edge in any direction. How about up and then down? As soon as we let go of the mouse, Copy Here as Values Only. So that's the pure result that we have. By the way, if you wanted to put in periods, that would take a little bit more work, but that could be done as well.
Probably have to incorporate an if function. It would be substantially longer. Let's say for the moment it's not worth it. It might be faster to just put the periods over in column C. Now, there are certain times when you might want to gather information that involves text and numbers together. You see what's happening in column E and F, just two values there. And here is the Total Price. Let's take a look at what's here already in cell G2. Total Price is, and we're showing a calculation, and yet that calculation isn't that readable.
It certainly isn't a standard way to display a number like that. What we would like to do is show the dollar sign and format it. There are a couple of different ways to do this. One way might be to include this calculation inside of a function called Dollar, which automatically applies currency format. So the data looks like this--much more readable. You won't see a great need for something like this, but it does illustrate the concept. And sometimes the dollar isn't the appropriate choice to make here. so you might want to use fixed-- that's another option--and there are other techniques here as well.
Lots of different choices here for pulling together information from different cells. The more important example we saw earlier here is with the names. And also be aware of certain situations. If you had names like this and you wanted to put them together as "Baker," and then Mark, space, R, you can certainly do that, similar to what we did here in our use of Concatenate or the ampersand approach. Both techniques work fine here for getting data from different sources and pulling them together into one cell.
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