How To Change Name Format In Excel

Changing the name format in Excel can be a necessary task for data organization and presentation. This process involves manipulating text strings to fit desired conventions.

While Excel offers built-in functions for this purpose, users often encounter complexities that can impede efficiency. In this guide, we'll provide step-by-step instructions to alter name formats in Excel.

We'll also explore how using Sourcetable can simplify this task, offering a more user-friendly alternative to the traditional Excel method.

Changing Name Format in Excel

Using Flash Fill

To swap names using Flash Fill, type the expected result in a new column, then press Ctrl+E. Flash Fill will recognize the pattern and apply it to the rest of the data set. This method is best for consistent data sets and yields a static result.

Applying Formulas

Formulas offer a dynamic approach to changing name formats. Use text functions such as CONCAT, LEFT, RIGHT, and SEARCH to split and recombine names. For instance, =RIGHT([@[Full Name]],LEN([@[Full Name]]) - (SEARCH(",",[@[Full Name]],1) + 1)) & " " & LEFT([@[Full Name]],SEARCH(",",[@[Full Name]],1) -1) reverses names from 'last, first' to 'first last'.

Utilizing Text to Columns

Text to Columns splits names using the position of a delimiter, such as a comma. Access this feature through the Data tab. After splitting, you can use CONCAT to merge names into the desired format.

Leveraging Power Query

Power Query is ideal for complex data transformations. Load your data into Power Query, use the split column feature, and then recombine the columns in the desired order.

Implementing VBA

For automation across multiple locations in a workbook, VBA scripts can be written to swap name formats. This requires some programming knowledge but is highly customizable.

Excel vs. Sourcetable: Streamlined Data Integration and AI Assistance

Excel, a stalwart in data management, meets its match with Sourcetable, a modern solution for data consolidation. Sourcetable's seamless integration of various data sources sets it apart, providing a unified view without the manual effort Excel requires.

Where Excel relies on user expertise for formula creation, Sourcetable's AI copilot revolutionizes this process. The AI assistant guides users through formula generation, template creation, and more, paving the way for efficiency and reduced error margins.

Sourcetable's chat interface offers a unique edge over Excel's traditional formula input. This innovation streamlines workflows, making data manipulation accessible to users at all skill levels, unlike Excel's steep learning curve.

As businesses seek agile tools for data analysis, Sourcetable's AI-driven approach and multi-source data handling capabilities position it as a formidable alternative to the classic Excel application.