PROPER Function

It shows how to use this function to maintain a cleaner version of the data.

Author: Osman Ahmed
Osman Ahmed
Osman Ahmed
Investment Banking | Private Equity

Osman started his career as an investment banking analyst at Thomas Weisel Partners where he spent just over two years before moving into a growth equity investing role at Scale Venture Partners, focused on technology. He's currently a VP at KCK Group, the private equity arm of a middle eastern family office. Osman has a generalist industry focus on lower middle market growth equity and buyout transactions.

Osman holds a Bachelor of Science in Computer Science from the University of Southern California and a Master of Business Administration with concentrations in Finance, Entrepreneurship, and Economics from the University of Chicago Booth School of Business.

Reviewed By: Patrick Curtis
Patrick Curtis
Patrick Curtis
Private Equity | Investment Banking

Prior to becoming our CEO & Founder at Wall Street Oasis, Patrick spent three years as a Private Equity Associate for Tailwind Capital in New York and two years as an Investment Banking Analyst at Rothschild.

Patrick has an MBA in Entrepreneurial Management from The Wharton School and a BA in Economics from Williams College.

Last Updated:December 20, 2023

What is the PROPER Function?

The PROPER function in Excel returns a text string, where the first letter of the text is capitalized while the rest of the letters in the word are set to lowercase.

The Excel files we receive from external sources often have text values in irregular formats. For example, the automated file generated by the stock brokers may have your name as "StePHEn STRangE." 

The essence of data management is that you cannot store the data as it is if it contains irregularities. These irregularities can include additional spaces, extra characters, or random capitalized letters in the text value.

Different functions achieve different objectives as the TRIM function removes the additional spaces. For example, you can use the combination of several text functions to remove extra characters, and you can use this function to return text strings in the 'proper' case.

This article will show how to use this function to maintain a cleaner data version.

Key Takeaways

  • The function always capitalizes the first letter of the text string.
  • All the subsequent letters of the text are set to lowercase.
  • It will not affect if you reference cells and special characters inside the PROPER function.
  • The function will capitalize the subsequent letter if a special character is present in the middle of the text. For example, "Lucy's tea party" becomes "Lucy'S Tea Party." The letter 's' after the comma is capitalized to 'S.'

Understanding the PROPER function

The PROPER is categorized as a text function that takes in a text argument and returns the first letter of word/word in uppercase, while the rest of the letters are set to lowercase.

For example, if you have the word "WALLStreeTOasIS," then by using the PROPER function, you will get the result as "Wallstreetoasis." 

Notice it is entirely one word? If we separate the word into two components, i.e., "WALLStreeT" and "OasIS" separated by space as "WALLStreeT OasIS," then you will get the result as "WallStreet Oasis." 

This means that if you enclose a sentence inside the function, every world will begin with a capitalized letter followed by lowercase letters. The process is available on all the Excel versions from the latest Excel 365, Excel 2019, Excel 2013, and up to Excel 2000.

PROPER Function Formula

The syntax for the function is:

=PROPER(text)

where,

text = (required) a text string enclosed inside the quotation marks, a cell reference for the text strings, or a formula that returns a text value.

Note

The function only takes in one argument, text, and usually in only one cell address if referenced in the formula. Therefore, if you try referencing multiple cells in the procedure, you will get a dialog box that says, "You've entered too many arguments for this function."

PROPER Function Example

Suppose that you have various types of text strings, as illustrated below:

Sheet

Then, we will see how the PROPER function affects different data types. Although we already know that the process primarily works on text values, it is essential to understand how other data formats are affected. Hence, you know how to tackle such situations if any arise.

The formula that we will use in the spreadsheet is

=PROPER(B3)

and drag is down up to cell C13, which will give you the result as:

Data

As you can see, all the words always have a capitalized first letter, followed by lowercase letters. If the rumors are separated by space, the logic repeats, i.e., the first letter will be in uppercase followed by lowercase letters.

You can also see that if most letters are capitalized, excluding the first, they are set to lowercase. So, for example, 'MONEY' in cell B4 changes to 'Money.'

Another thing that you can notice is that if a particular character is used in the sentence, then the function will capitalize the letter after the unique character. For example, if you have 'mo#ney' and use the process on the text, you will get the result 'Mo# Ney'

The numbers are entirely unaffected by the function; however, if you reference the date or time inside the PROPER function, it will return the serial number for the data and decimal value (0-1 for a 24-hour clock), respectively.

Practical Example 1

We bet you've seen this several times, "Are you working on Excel? Try this! TikTok video." The essence of those videos is that you can directly make the changes using a single formula.

This is a textual representation of the same. For example, suppose you have the employee names in Excel:

Sheet

Here, rather than changing the value 'JOSHua MilLEr' to 'Joshua Miller by typing it in cell B3 and then changing the next value and so on, you can directly use the formula

=PROPER(B3)

in cell E3 and drag it down till E17 which will give you the result:

Result

Once you get the properly formatted text values, you can PasteSpecial them into the B column using the keyboard shortcut of Ctrl + C first and then Ctrl + Alt + V +V into cell B3.

Practical Example 2

If you don't like using the PROPER function on the text now and then, we have a VBA code that you can use to convert the text into its 'proper' format automatically.

  • Go into the Developer tab and click on Visual Basic.
  • Click on Sheet1 under the VBA Project (or any other sheet on which you need to return the text values in their proper format.
  • Change the object to 'Worksheet' and procedure to 'change' in Sheet1. This will open up a Private Sub for you in the VBA.Data
  • You must type in the code below and save the file as Macro Enabled Workbook.
  • Click on any cell and type the text in either entirely uppercase or lowercase, and you will see that Excel returns the text in the correct format.

Note

The macro is specific to sheet1 and will run only on that spreadsheet.

Practical Example 3

You already know that you can't reference two different cells inside the PROPER function. But what if you receive an Excel file where the first and last name needs to be reformatted?

Do we individually reference those cells into the PROPER function and then concatenate the result? Not!

Suppose that you have the data as illustrated below:

Sheet

Then, we will use the formula

=PROPER(B3&" "&C3)

which will concatenate the result for both cell B3 and C3 and return it to cell D3. Yes, you can use a little hack if the text strings are in different cells. After using the formula, the spreadsheet will look as illustrated below:

Data

Researched and Authored by Akash Bagul | Linkedin

Reviewed and edited by Parul Gupta | LinkedIn

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