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Upper Case Excel Data in Word

October 17, 2017 - by Bill Jelen

Upper Case Excel Data in Word

How to change case of Excel data. Whether you have to convert to upper case, lower case, sentence case or proper case, this article will show you how to convert the case.


Katie Sullivan is a Project Manager on the Microsoft Word team. For today's tip, a benefit of Word.

While Excel fans sometimes tease that Word and PowerPoint are freeware apps that come on the Excel DVD, there are times when Microsoft Word offers a feature that Excel does not. In those cases, it makes sense to copy your data from Excel, paste to Word, do the command, then copy back to Excel. Here are some examples of techniques that are better handled in Word than in Excel.

Technique 1

Convert to Upper, Lower, Proper

If you have to convert from uppercase to lowercase or proper case, Word has a keystroke shortcut. Copy the data to Word and toggle the case using Shift + F3.

Watch Video

  • Today's trick is from Katie Sullivan on the Word team
  • There are a few cases where Microsoft Word can do things better than Excel
  • One of those is changing case.
  • If you needed to convert all of this text to Upper case, you could
  • add a helper column and use UPPER, plus then Copy & Paste Values.
  • The video shows how to right-drag a selection and choose Copy Here as Values Only
  • But, you can also round-trip the data to Word
  • In Word, there is a choice to convert text to UPPER, lower, Sentence, tOGGLE cASE, or Proper Case

Auto-Generated Transcript

  • Learn Excel from MrExcel Podcast
  • episode 2050 change Excel data to
  • uppercase inward hi I am podcasting all
  • my tips from this book click that I on
  • the top right hand corner to see the
  • playlist all right today's trick from
  • Katie Sullivan on the word team there's
  • a few cases where Microsoft Word can do
  • things easier faster better than Excel
  • and one of those is changing case if you
  • needed to convert all this text to
  • uppercase you could come over here and
  • add a little helper column with equal
  • upper equal lower equal proper double
  • click to copy that down and then right
  • click drag right and say copy here is
  • values only but that's a lot of steps so
  • let's undo undo undo instead let's take
  • the data control C and then we'll switch
  • over to Microsoft Word and paste select
  • all that text and right here this
  • beautiful setting on the Home tab will
  • go to uppercase like that we also have
  • options for capitalized each word or
  • sentence case or lowercase about our
  • goal today is uppercase will choose that
  • ctrl-c to copy go back to excel paste in
  • place BAM everything is in uppercase all
  • right all of the tips from the last 70
  • plus podcasts are in this book click
  • that I in the top right hand corner to
  • buy the book thanks to katie for this
  • cool word trick what's the next time for
  • another deck cast from MrExcel

Download File

Download the sample file here: Podcast2050.xlsm

Title Photo: Joenomias / Pixabay

Bill Jelen is the author / co-author of
MrExcel LIVe

A book for people who use Excel 40+ hours per week. Illustrated in full color.