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Excel Skills for Business

Week 2: Text & Date

Practice Chall

Week 2: Learning Objectives

Explain the use of Date and Text functions in Excel.


Understand how to work with NESTED functions.
Use Date functions to extract additional business intelligence.
Use Text functions to combine or split text strings.

Scenario A

You work for a small retail business and your boss has launched an online store.
You need to set up accounts for all existing customers, and you've been given a copy of the existing customer database.

You will be asking customers to log in with the following credentials:


- Username = the first 4 characters of their Surname
- Password = a capital "P" followed by their Post Code

After a customer has logged in for the first time, they will be able to choose their own username and password.
On the sheet titled "Practice A", you are given a copy of the customer database as provided by your boss.
Follow the instructions, so that the IT department can create the user accounts.
Excel Skills for Business: Intermediate I
Week 2: Text & Date Functions

Practice Challenge
Customer number Surname First Name
417 Sonier Albert
429 Poarch Aleta
423 Majorga Ben
454 Cassi Breana
416 Pylant Camellia
436 Soros Cassie
426 Aguele Catherin
442 Vandersloot Craig
449 Platz Dan
437 Moothart Darnell
439 Resureccion Donte
445 Handler Elenora
462 Scatton Elliot
424 Geffers Emelda
420 Stoneking Fanny
441 Sanborn Genevive
456 Neisius Geraldine
422 Julye Gwen
458 Rosso Jacquelyne
430 Korczynski Jamal
432 Ruthers Janessa
455 Nicols Jarvis
434 Cecchinato Jean
444 Jezek Jeniffer
461 Mcenery Johnson
459 Epps Jonelle
427 Bonalumi Kathryn
435 Flitcroft Katlyn
448 Ivans Kent
447 Litherland Kirby
421 Ellerbusch Kristian
446 Shiflet Kristin
419 Bourbonnais Laura
433 Esco Lavonne
453 Bolka Leandro
457 Block Leatha
440 Kriner Lou
431 Broccoli Luz
438 Lazzaro Lynda
413 Tarbor Marica
415 Bewley Maybelle
450 Pirkl Millie
451 Qadir Moira
425 Lobosco Oren
414 Tabar Reita
452 Qazi Reta
460 Amlin Rosamond
418 Sidhu Rosina
428 Landa Suzan
412 Jarding Theron
411 Siena Vince
443 Daria Zena
Address Post Code Phone
4 Brookcrest Dr #7786, Inverlaw 4610 07-9354-2612
5 Liberty Ave, Fosterville 3557 03-2691-1298
13904 S 35th St, Wherrol Flat 2429 02-8171-9051
405 W Lee St, Stonehaven 3221 03-2305-8627
570 W Pine St, Tuggerawong 2259 02-5171-4345
67765 W 11th St, Yelverton 6280 08-2666-6390
75962 E Drinker St, Sunny Nook 4605 07-6476-1399
3 S Willow St #82, Bygalorie 2669 02-5487-7528
5210 E Airy St #2, Brandy Creek 4800 07-4306-1623
40 E 19th Ave, Empire Bay 2257 02-3996-9188
65898 E St Nw, Watsonville 4887 07-2373-6048
8 Middletown Blvd #708, Wardering 6311 08-5671-3318
5 W Allen St, Mccullys Gap 2333 02-3647-9507
95431 34th Ave #62, Nedlands 6909 08-7097-3947
50968 Kurtz St #45, Warra 4411 07-3721-9123
78 31st St, Bellangry 2446 02-6246-5711
96 Armitage Ave, Katunga 3640 03-8243-2999
8 Old County Rd #3, Alvie 3249 03-7063-6734
6940 Prospect Pl, Caldwell 2710 02-4565-6425
404 Broxton Ave, Bateau Bay 2261 02-3877-9654
1255 W Passaic St #1553, Bolivia 2372 02-2367-6845
5656 N Fiesta Blvd, East Newdegate 6355 08-2117-5217
7 Hugh Wallis Rd, Koolan Island 6733 08-5263-2786
1089 Pacific Coast Hwy, Myrniong 3341 03-3268-5102
7 Hall St, Nambucca Heads 2448 02-1718-4983
52347 San Fernando Rd, Coppabella 4741 07-8085-8351
86 Worth St #272, Tibradden 6532 08-3071-2258
7177 E 14th St, Maleny 4552 07-1778-9968
56710 Euclid Ave, Camp Mountain 4520 07-8661-4016
92 South St, Alligator Creek 4740 07-5284-3845
71585 S Ayon Ave #9, Wanguri 6810 08-2748-1250
503 Fulford Ave, Somers 3927 03-4529-7210
2 N Valley Mills Dr, Cape Portland 7264 03-6543-6688
377 Excalibur Dr, East Melbourne 3002 03-3474-2120
1886 2nd Ave, Wattle Hill 7172 03-8157-4609
6926 Orange Ave, Two Rocks 6037 08-7635-8350
39 Broad St, Seaforth 2092 02-7328-3350
4 S Main St #285, Glenmoral 4719 07-2679-1774
20214 W Main St, Macks Creek 3971 03-4933-4205
68828 S 32nd St #6, Rosegarland 7140 03-1174-6817
387 Airway Cir #62, Mapleton 4560 07-9387-7293
31 Schuyler Ave, Sovereign Hill 3350 03-6023-2680
661 Plummer St #963, Arno Bay 5603 08-7687-4883
1585 Salem Church Rd #59, Dangar Island 2083 02-5046-1307
79620 Timber Dr, Arthurville 2820 02-3518-7078
1351 Simpson St, Maffra 3860 03-1974-9948
5399 Mcwhorter Rd, Calala 2340 02-8007-5034
660 N Green St, Burpengary 4505 07-6460-4488
15 Campville Rd #191, Clermont 4721 07-1576-1412
8839 Ventura Blvd, Blanchetown 5357 08-6890-4661
70 S 18th Pl, Purrawunda 4356 07-3184-9989
57245 W Union Blvd #25, Ivanhoe East 3079 03-2822-8156
Email DOB
albert.sonier@jmail.com 12/30/1979
apoarch@jmail.com 5/14/1993
ben.majorga@coolmail.com 1/14/1968
breana@yeeha.com 9/8/1976
camellia_pylant@jmail.com 6/24/1973
csoros@jmail.com 9/7/1972
caguele@jmail.com 12/14/1977
craig_vandersloot@yeeha.com 5/3/1980
dan_platz@coolmail.com 8/16/1991
darnell_moothart@yeeha.com 3/11/1972
donte.resureccion@yeeha.com 7/8/1964
ehandler@yeeha.com 9/28/1970 ü
elliot.scatton@coolmail.com 12/26/1988
emelda.geffers@jmail.com 5/25/1995
fstoneking@coolmail.com 5/26/1965
genevive@coolmail.com 1/12/1982
geraldine@jmail.com 5/10/1996 ü
gjulye@coolmail.com 8/9/1988
jacquelyne.rosso@yeeha.com 8/5/1997
jamal_korczynski@jmail.com 7/23/1984
janessa@yeeha.com 1/19/1965
jarvis@jmail.com 3/11/1997
jean.cecchinato@jmail.com 6/3/1972
jeniffer@jmail.com 12/12/1973
johnson@jmail.com 6/21/1982
jepps@coolmail.com 1/13/1972
kathryn.bonalumi@yeeha.com 9/4/1986
kflitcroft@coolmail.com 12/3/1993
kent_ivans@yeeha.com 7/14/1977
kirby.litherland@coolmail.com 5/25/1964
kristian@yeeha.com 7/16/1988
kristin@coolmail.com 3/4/1985
laura.bourbonnais@yeeha.com 3/7/1982
lavonne.esco@yeeha.com 5/12/1993
leandro_bolka@coolmail.com 12/12/1972
leatha_block@jmail.com 7/18/1995
lou.kriner@coolmail.com 8/19/1986
luz_broccoli@coolmail.com 8/15/1982
lynda.lazzaro@jmail.com 5/23/1969
marica.tarbor@coolmail.com 8/20/1993
mbewley@yeeha.com 5/6/1964
millie_pirkl@jmail.com 1/5/1983
moira.qadir@jmail.com 5/17/1976
olobosco@coolmail.com 6/14/1974
rtabar@coolmail.com 1/21/1968
reta.qazi@yeeha.com 6/14/1975
rosamond.amlin@jmail.com 5/14/1998
rosina_sidhu@jmail.com 9/2/1997
suzan.landa@jmail.com 3/11/1968
tjarding@coolmail.com 7/25/1976
vince_siena@yeeha.com 5/25/1995
zdaria@jmail.com 6/25/1992
Instructions

You need to create the following credentials for each


customer:
- Username = first 4 letters of the customer's surname
- Password = the letter "P" followed by their Post Code

1. Add a label in cell I1 for "Username" and use a text


function in cell I2 to find the first customer's username. Use
the fill handle to find all customer's usernames.
If you need a hint, click here. Great work!

2. Add a label in cell J1 for "Password" and use a text


function in cell J2 to create the first customer's password.
Use the fill handle to create a password for every customer.
If you need a hint, click here. That's right!
Excel Skills for Business
Week 2: Text & Date

Practice Chall

Scenario B

After some time, you notice online sales declining and you think it would help if you offer customers a 10% discount for the month of their birthday.
Your boss loves this idea, and has decided that if it is a milestone birthday (21, 30, 40 or 50) the customer should receive a 25% discount.

The IT department can send a personlised email to promote this discount, but they need a list of customers with the following information:
- Full name (formatted as First name then space then Surname)
- First name
- Email address
- The age of the customer (so we know the level of discount to offer them)
- The month of their birthday

On the sheet titled "Practice B", you will find your updated customer database.
Follow the instructions to reformat this for the IT department.
(The instructions are on the right-hand-side of the sheet, you might need to scroll across)
Excel Skills for Business: Intermediate I
Week 2: Text & Date Functions

Practice Challenge
Customer number Surname First Name Address
417 Sonier Albert 4 Brookcrest Dr #7786, Inverlaw
429 Poarch Aleta 5 Liberty Ave, Fosterville
423 Majorga Ben 13904 S 35th St, Wherrol Flat
454 Cassi Breana 405 W Lee St, Stonehaven
416 Pylant Camellia 570 W Pine St, Tuggerawong
436 Soros Cassie 67765 W 11th St, Yelverton
426 Aguele Catherin 75962 E Drinker St, Sunny Nook
442 Vandersloot Craig 3 S Willow St #82, Bygalorie
449 Platz Dan 5210 E Airy St #2, Brandy Creek
437 Moothart Darnell 40 E 19th Ave, Empire Bay
439 Resureccion Donte 65898 E St Nw, Watsonville
445 Handler Elenora 8 Middletown Blvd #708, Wardering
462 Scatton Elliot 5 W Allen St, Mccullys Gap
424 Geffers Emelda 95431 34th Ave #62, Nedlands
420 Stoneking Fanny 50968 Kurtz St #45, Warra
441 Sanborn Genevive 78 31st St, Bellangry
456 Neisius Geraldine 96 Armitage Ave, Katunga
422 Julye Gwen 8 Old County Rd #3, Alvie
458 Rosso Jacquelyne 6940 Prospect Pl, Caldwell
430 Korczynski Jamal 404 Broxton Ave, Bateau Bay
432 Ruthers Janessa 1255 W Passaic St #1553, Bolivia
455 Nicols Jarvis 5656 N Fiesta Blvd, East Newdegate
434 Cecchinato Jean 7 Hugh Wallis Rd, Koolan Island
444 Jezek Jeniffer 1089 Pacific Coast Hwy, Myrniong
461 Mcenery Johnson 7 Hall St, Nambucca Heads
459 Epps Jonelle 52347 San Fernando Rd, Coppabella
427 Bonalumi Kathryn 86 Worth St #272, Tibradden
435 Flitcroft Katlyn 7177 E 14th St, Maleny
448 Ivans Kent 56710 Euclid Ave, Camp Mountain
447 Litherland Kirby 92 South St, Alligator Creek
421 Ellerbusch Kristian 71585 S Ayon Ave #9, Wanguri
446 Shiflet Kristin 503 Fulford Ave, Somers
419 Bourbonnais Laura 2 N Valley Mills Dr, Cape Portland
433 Esco Lavonne 377 Excalibur Dr, East Melbourne
453 Bolka Leandro 1886 2nd Ave, Wattle Hill
457 Block Leatha 6926 Orange Ave, Two Rocks
440 Kriner Lou 39 Broad St, Seaforth
431 Broccoli Luz 4 S Main St #285, Glenmoral
438 Lazzaro Lynda 20214 W Main St, Macks Creek
413 Tarbor Marica 68828 S 32nd St #6, Rosegarland
415 Bewley Maybelle 387 Airway Cir #62, Mapleton
450 Pirkl Millie 31 Schuyler Ave, Sovereign Hill
451 Qadir Moira 661 Plummer St #963, Arno Bay
425 Lobosco Oren 1585 Salem Church Rd #59, Dangar Island
414 Tabar Reita 79620 Timber Dr, Arthurville
452 Qazi Reta 1351 Simpson St, Maffra
460 Amlin Rosamond 5399 Mcwhorter Rd, Calala
418 Sidhu Rosina 660 N Green St, Burpengary
428 Landa Suzan 15 Campville Rd #191, Clermont
412 Jarding Theron 8839 Ventura Blvd, Blanchetown
411 Siena Vince 70 S 18th Pl, Purrawunda
443 Daria Zena 57245 W Union Blvd #25, Ivanhoe East
Post Code Phone Email DOB Username
4610 07-9354-2612 albert.sonier@jmail.com 12/30/1979 ASonier
3557 03-2691-1298 apoarch@jmail.com 5/14/1993 PoarchA
2429 02-8171-9051 ben.majorga@coolmail.com 1/14/1968 Ben.Majorga
3221 03-2305-8627 breana@yeeha.com 9/8/1976 CassiBee
2259 02-5171-4345 camellia_pylant@jmail.com 6/24/1973 CamelliaP
6280 08-2666-6390 csoros@jmail.com 9/7/1972 csoros25
4605 07-6476-1399 caguele@jmail.com 12/14/1977 CatAguele
2669 02-5487-7528 craig_vandersloot@yeeha.com 5/3/1980 CJV1980
4800 07-4306-1623 dan_platz@coolmail.com 8/16/1991 platzy
2257 02-3996-9188 darnell_moothart@yeeha.com 3/11/1972 DamellM
4887 07-2373-6048 donte.resureccion@yeeha.com 7/8/1964 Resu
6311 08-5671-3318 ehandler@yeeha.com 9/28/1970 ehandler
2333 02-3647-9507 elliot.scatton@coolmail.com 12/26/1988 ScattonE
6909 08-7097-3947 emelda.geffers@jmail.com 5/25/1995 EmGeffers
4411 07-3721-9123 fstoneking@coolmail.com 5/26/1965 FStoneking
2446 02-6246-5711 genevive@coolmail.com 1/12/1982 GinnyS
3640 03-8243-2999 geraldine@jmail.com 5/10/1996 GerryN
3249 03-7063-6734 gjulye@coolmail.com 8/9/1988 gjulye
2710 02-4565-6425 jacquelyne.rosso@yeeha.com 8/5/1997 jacki_rosso
2261 02-3877-9654 jamal_korczynski@jmail.com 7/23/1984 Jamal2307
2372 02-2367-6845 janessa@yeeha.com 1/19/1965 Ruth
6355 08-2117-5217 jarvis@jmail.com 3/11/1997 jarvisnicols
6733 08-5263-2786 jean.cecchinato@jmail.com 6/3/1972 JCecc
3341 03-3268-5102 jeniffer@jmail.com 12/12/1973 JenJez
2448 02-1718-4983 johnson@jmail.com 6/21/1982 JMac82
4741 07-8085-8351 jepps@coolmail.com 1/13/1972 eppsy
6532 08-3071-2258 kathryn.bonalumi@yeeha.com 9/4/1986 kathrynb
4552 07-1778-9968 kflitcroft@coolmail.com 12/3/1993 flitcroftk
4520 07-8661-4016 kent_ivans@yeeha.com 7/14/1977 Ivan
4740 07-5284-3845 kirby.litherland@coolmail.com 5/25/1964 KirbyLit
6810 08-2748-1250 kristian@yeeha.com 7/16/1988 kristian88
3927 03-4529-7210 kristin@coolmail.com 3/4/1985 KrisShif
7264 03-6543-6688 laura.bourbonnais@yeeha.com 3/7/1982 laura-b
3002 03-3474-2120 lavonne.esco@yeeha.com 5/12/1993 lavonne
7172 03-8157-4609 leandro_bolka@coolmail.com 12/12/1972 lbolka
6037 08-7635-8350 leatha_block@jmail.com 7/18/1995 LeathaBlock
2092 02-7328-3350 lou.kriner@coolmail.com 8/19/1986 lou.kriner
4719 07-2679-1774 luz_broccoli@coolmail.com 8/15/1982 luzbrocc
3971 03-4933-4205 lynda.lazzaro@jmail.com 5/23/1969 LLazzaro
7140 03-1174-6817 marica.tarbor@coolmail.com 8/20/1993 Tarb
4560 07-9387-7293 mbewley@yeeha.com 5/6/1964 Bewl
3350 03-6023-2680 millie_pirkl@jmail.com 1/5/1983 millie_p
5603 08-7687-4883 moira.qadir@jmail.com 5/17/1976 qadir76
2083 02-5046-1307 olobosco@coolmail.com 6/14/1974 olobosco
2820 02-3518-7078 rtabar@coolmail.com 1/21/1968 rtabar
3860 03-1974-9948 reta.qazi@yeeha.com 6/14/1975 QaziReta
2340 02-8007-5034 rosamond.amlin@jmail.com 5/14/1998 Amli
4505 07-6460-4488 rosina_sidhu@jmail.com 9/2/1997 RoseSidhu
4721 07-1576-1412 suzan.landa@jmail.com 3/11/1968 SuzanL
5357 08-6890-4661 tjarding@coolmail.com 7/25/1976 tkjarding
4356 07-3184-9989 vince_siena@yeeha.com 5/25/1995 vinnys
3079 03-2822-8156 zdaria@jmail.com 6/25/1992 zena92
Password
slkjc8ksn 12
dklsh92h
katzrule
puiixb76
mvemjsun
azzo55dm
baby5! ü
ppsldk40
sk8r4lyf
passwrd6
P4887
zw8j03sx
oosur9gy
xwvt0l23!
88koap#g
fluffysox
qjs9c2ds ü
cpp04390
gocowboys!
f0g9h8j7
P2372
g3ssw40?
kscysoz6 ü
8qw4wsbs
p4ssw0rd
ccdpgs7
bwglpsy7
ecps55hg
P4520 ü
87654321
vi3w71585
zpdnses0
gosct5da
gagaslays!
fosscqpa
83502rox
cgdnwf28
82pumpkin
jgbsqc55
P7140
P4560
pgnscod2
12341235
pskjw333
iwwtlt88
hyhatgljc
P2340
ig99pbaba1
henry65
dfoikjx87
ascosdn2
gsodknf3
Instructions

1. You already have two of the details that the IT


department have asked for (First Name and Email
address). Add a label in cell K1 for "Full Name" and use a
text
cells function in cell
B2 and C2. YouK2 to get
want thethe customer's
name full name
to be in the formatfrom
of Use the
fill handle to find the first name of
First Name then a space then Surname
Use the fill handle to find the first name of all
other customers.
If you need a hint, click here. Excellent!

2. Next we want to know the age of each customer.


Add a label in cell L1 for "Age" and use the YearFrac
function in cell L2 to calculate the customer's age in years.
Use the fill handle to find the age of all customers.
If you need a hint, click here. Well done!

3. Finally we need to provide IT with the birthday month of


each customer, so that they know when to send that
customer an email. A handy function to calculate this has
been given to you in cell M2. Add a label in cell M1 for
"Month" and fill the formula down for all customers.

Super Challenge
Even though you have calculated each customer's age, it
is likely we will want to email them before their actual
birthday. It would be more useful if we could tell the IT
department the age each customer will turn on their next
birthday. Add a label in cell N1 for "Age next birthday" and
try to find a Math function that will tell you how old the
customer is turning (in whole years) on their next birthday.
If you need a hint, click here. Awesome!
Hints

While it is best for you to try out the challenges yourself, we've provided some hints in case you get s
To view the hints, click on the 'plus' symbol to the left of the relevant hint below.

Practice 1

< Click the + to view hint on how to create customer's Username.

< Click the + to view hint on how to generate customer's Password.

Practice 2

< Click the + to view hint on how to find customer's Full Name.

< Click the + to view hint on how to find customer's Age.

< Click the + to view hints for the Super Challenge.


me hints in case you get stuck.

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