Excel Skills for Business: Intermedi

Week 2: Text & Date Functions

Practice Challenge

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.
xcel Skills for Business: Intermediate I
Week 2: Text & Date Functions

Practice Challenge
Customer numberSurname First NameAddress Post Code
417 Sonier Albert 4 Brookcrest Dr #7786, Inverlaw 4610
429 Poarch Aleta 5 Liberty Ave, Fosterville 3557
423 Majorga Ben 13904 S 35th St, Wherrol Flat 2429
454 Cassi Breana 405 W Lee St, Stonehaven 3221
416 Pylant Camellia 570 W Pine St, Tuggerawong 2259
436 Soros Cassie 67765 W 11th St, Yelverton 6280
426 Aguele Catherin 75962 E Drinker St, Sunny Nook 4605
442 Vandersloot Craig 3 S Willow St #82, Bygalorie 2669
449 Platz Dan 5210 E Airy St #2, Brandy Creek 4800
437 Moothart Darnell 40 E 19th Ave, Empire Bay 2257
439 ResureccionDonte 65898 E St Nw, Watsonville 4887
445 Handler Elenora 8 Middletown Blvd #708, Wardering 6311
462 Scatton Elliot 5 W Allen St, Mccullys Gap 2333
424 Geffers Emelda 95431 34th Ave #62, Nedlands 6909
420 Stoneking Fanny 50968 Kurtz St #45, Warra 4411
441 Sanborn Genevive 78 31st St, Bellangry 2446
456 Neisius Geraldine 96 Armitage Ave, Katunga 3640
422 Julye Gwen 8 Old County Rd #3, Alvie 3249
458 Rosso Jacquelyne6940 Prospect Pl, Caldwell 2710
430 Korczynski Jamal 404 Broxton Ave, Bateau Bay 2261
432 Ruthers Janessa 1255 W Passaic St #1553, Bolivia 2372
455 Nicols Jarvis 5656 N Fiesta Blvd, East Newdegate 6355
434 Cecchinato Jean 7 Hugh Wallis Rd, Koolan Island 6733
444 Jezek Jeniffer 1089 Pacific Coast Hwy, Myrniong 3341
461 Mcenery Johnson 7 Hall St, Nambucca Heads 2448
459 Epps Jonelle 52347 San Fernando Rd, Coppabella 4741
427 Bonalumi Kathryn 86 Worth St #272, Tibradden 6532
435 Flitcroft Katlyn 7177 E 14th St, Maleny 4552
448 Ivans Kent 56710 Euclid Ave, Camp Mountain 4520
447 Litherland Kirby 92 South St, Alligator Creek 4740
421 Ellerbusch Kristian 71585 S Ayon Ave #9, Wanguri 6810
446 Shiflet Kristin 503 Fulford Ave, Somers 3927
419 BourbonnaisLaura 2 N Valley Mills Dr, Cape Portland 7264
433 Esco Lavonne 377 Excalibur Dr, East Melbourne 3002
453 Bolka Leandro 1886 2nd Ave, Wattle Hill 7172
457 Block Leatha 6926 Orange Ave, Two Rocks 6037
440 Kriner Lou 39 Broad St, Seaforth 2092
431 Broccoli Luz 4 S Main St #285, Glenmoral 4719
438 Lazzaro Lynda 20214 W Main St, Macks Creek 3971
413 Tarbor Marica 68828 S 32nd St #6, Rosegarland 7140
415 Bewley Maybelle 387 Airway Cir #62, Mapleton 4560
450 Pirkl Millie 31 Schuyler Ave, Sovereign Hill 3350
451 Qadir Moira 661 Plummer St #963, Arno Bay 5603
425 Lobosco Oren 1585 Salem Church Rd #59, Dangar Isl 2083
414 Tabar Reita 79620 Timber Dr, Arthurville 2820
452 Qazi Reta 1351 Simpson St, Maffra 3860
460 Amlin Rosamond5399 Mcwhorter Rd, Calala 2340
418 Sidhu Rosina 660 N Green St, Burpengary 4505
428 Landa Suzan 15 Campville Rd #191, Clermont 4721
412 Jarding Theron 8839 Ventura Blvd, Blanchetown 5357
411 Siena Vince 70 S 18th Pl, Purrawunda 4356
443 Daria Zena 57245 W Union Blvd #25, Ivanhoe East 3079
Phone Email DOB
07-9354-2612 albert.sonier@jmail.com 12/30/1979
03-2691-1298 apoarch@jmail.com 5/14/1993
02-8171-9051 ben.majorga@coolmail.com 1/14/1968
03-2305-8627 breana@yeeha.com 9/8/1976
02-5171-4345 camellia_pylant@jmail.com 6/24/1973
08-2666-6390 csoros@jmail.com 9/7/1972
07-6476-1399 caguele@jmail.com 12/14/1977
02-5487-7528 craig_vandersloot@yeeha.co 5/3/1980
07-4306-1623 dan_platz@coolmail.com 8/16/1991
02-3996-9188 darnell_moothart@yeeha.co 3/11/1972
07-2373-6048 donte.resureccion@yeeha.co 7/8/1964
08-5671-3318 ehandler@yeeha.com 9/28/1970 ü
02-3647-9507 elliot.scatton@coolmail.com 12/26/1988
08-7097-3947 emelda.geffers@jmail.com 5/25/1995
07-3721-9123 fstoneking@coolmail.com 5/26/1965
02-6246-5711 genevive@coolmail.com 1/12/1982
03-8243-2999 geraldine@jmail.com 5/10/1996 ü
03-7063-6734 gjulye@coolmail.com 8/9/1988
02-4565-6425 jacquelyne.rosso@yeeha.co 8/5/1997
02-3877-9654 jamal_korczynski@jmail.com 7/23/1984
02-2367-6845 janessa@yeeha.com 1/19/1965
08-2117-5217 jarvis@jmail.com 3/11/1997
08-5263-2786 jean.cecchinato@jmail.com 6/3/1972
03-3268-5102 jeniffer@jmail.com 12/12/1973
02-1718-4983 johnson@jmail.com 6/21/1982
07-8085-8351 jepps@coolmail.com 1/13/1972
08-3071-2258 kathryn.bonalumi@yeeha.co 9/4/1986
07-1778-9968 kflitcroft@coolmail.com 12/3/1993
07-8661-4016 kent_ivans@yeeha.com 7/14/1977
07-5284-3845 kirby.litherland@coolmail.com 5/25/1964
08-2748-1250 kristian@yeeha.com 7/16/1988
03-4529-7210 kristin@coolmail.com 3/4/1985
03-6543-6688 laura.bourbonnais@yeeha.co 3/7/1982
03-3474-2120 lavonne.esco@yeeha.com 5/12/1993
03-8157-4609 leandro_bolka@coolmail.com 12/12/1972
08-7635-8350 leatha_block@jmail.com 7/18/1995
02-7328-3350 lou.kriner@coolmail.com 8/19/1986
07-2679-1774 luz_broccoli@coolmail.com 8/15/1982
03-4933-4205 lynda.lazzaro@jmail.com 5/23/1969
03-1174-6817 marica.tarbor@coolmail.com 8/20/1993
07-9387-7293 mbewley@yeeha.com 5/6/1964
03-6023-2680 millie_pirkl@jmail.com 1/5/1983
08-7687-4883 moira.qadir@jmail.com 5/17/1976
02-5046-1307 olobosco@coolmail.com 6/14/1974
02-3518-7078 rtabar@coolmail.com 1/21/1968
03-1974-9948 reta.qazi@yeeha.com 6/14/1975
02-8007-5034 rosamond.amlin@jmail.com 5/14/1998
07-6460-4488 rosina_sidhu@jmail.com 9/2/1997
07-1576-1412 suzan.landa@jmail.com 3/11/1968
08-6890-4661 tjarding@coolmail.com 7/25/1976
07-3184-9989 vince_siena@yeeha.com 5/25/1995
03-2822-8156 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: Intermedi
Week 2: Text & Date Functions

Practice Challenge

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)
xcel Skills for Business: Intermediate I
Week 2: Text & Date Functions

Practice Challenge

elp if you offer customers a 10% discount for the month of their birthday.
Customer numberSurname First NameAddress Post Code
417 Sonier Albert 4 Brookcrest Dr #7786, Inverlaw 4610
429 Poarch Aleta 5 Liberty Ave, Fosterville 3557
423 Majorga Ben 13904 S 35th St, Wherrol Flat 2429
454 Cassi Breana 405 W Lee St, Stonehaven 3221
416 Pylant Camellia 570 W Pine St, Tuggerawong 2259
436 Soros Cassie 67765 W 11th St, Yelverton 6280
426 Aguele Catherin 75962 E Drinker St, Sunny Nook 4605
442 Vandersloot Craig 3 S Willow St #82, Bygalorie 2669
449 Platz Dan 5210 E Airy St #2, Brandy Creek 4800
437 Moothart Darnell 40 E 19th Ave, Empire Bay 2257
439 ResureccionDonte 65898 E St Nw, Watsonville 4887
445 Handler Elenora 8 Middletown Blvd #708, Wardering 6311
462 Scatton Elliot 5 W Allen St, Mccullys Gap 2333
424 Geffers Emelda 95431 34th Ave #62, Nedlands 6909
420 Stoneking Fanny 50968 Kurtz St #45, Warra 4411
441 Sanborn Genevive 78 31st St, Bellangry 2446
456 Neisius Geraldine 96 Armitage Ave, Katunga 3640
422 Julye Gwen 8 Old County Rd #3, Alvie 3249
458 Rosso Jacquelyne6940 Prospect Pl, Caldwell 2710
430 Korczynski Jamal 404 Broxton Ave, Bateau Bay 2261
432 Ruthers Janessa 1255 W Passaic St #1553, Bolivia 2372
455 Nicols Jarvis 5656 N Fiesta Blvd, East Newdegate 6355
434 Cecchinato Jean 7 Hugh Wallis Rd, Koolan Island 6733
444 Jezek Jeniffer 1089 Pacific Coast Hwy, Myrniong 3341
461 Mcenery Johnson 7 Hall St, Nambucca Heads 2448
459 Epps Jonelle 52347 San Fernando Rd, Coppabella 4741
427 Bonalumi Kathryn 86 Worth St #272, Tibradden 6532
435 Flitcroft Katlyn 7177 E 14th St, Maleny 4552
448 Ivans Kent 56710 Euclid Ave, Camp Mountain 4520
447 Litherland Kirby 92 South St, Alligator Creek 4740
421 Ellerbusch Kristian 71585 S Ayon Ave #9, Wanguri 6810
446 Shiflet Kristin 503 Fulford Ave, Somers 3927
419 BourbonnaisLaura 2 N Valley Mills Dr, Cape Portland 7264
433 Esco Lavonne 377 Excalibur Dr, East Melbourne 3002
453 Bolka Leandro 1886 2nd Ave, Wattle Hill 7172
457 Block Leatha 6926 Orange Ave, Two Rocks 6037
440 Kriner Lou 39 Broad St, Seaforth 2092
431 Broccoli Luz 4 S Main St #285, Glenmoral 4719
438 Lazzaro Lynda 20214 W Main St, Macks Creek 3971
413 Tarbor Marica 68828 S 32nd St #6, Rosegarland 7140
415 Bewley Maybelle 387 Airway Cir #62, Mapleton 4560
450 Pirkl Millie 31 Schuyler Ave, Sovereign Hill 3350
451 Qadir Moira 661 Plummer St #963, Arno Bay 5603
425 Lobosco Oren 1585 Salem Church Rd #59, Dangar Isl 2083
414 Tabar Reita 79620 Timber Dr, Arthurville 2820
452 Qazi Reta 1351 Simpson St, Maffra 3860
460 Amlin Rosamond5399 Mcwhorter Rd, Calala 2340
418 Sidhu Rosina 660 N Green St, Burpengary 4505
428 Landa Suzan 15 Campville Rd #191, Clermont 4721
412 Jarding Theron 8839 Ventura Blvd, Blanchetown 5357
411 Siena Vince 70 S 18th Pl, Purrawunda 4356
443 Daria Zena 57245 W Union Blvd #25, Ivanhoe East 3079
Phone Email DOB Username Password
07-9354-2612 albert.sonier@jmail.com 12/30/1979 ASonier slkjc8ksn
03-2691-1298 apoarch@jmail.com 5/14/1993 PoarchA dklsh92h
02-8171-9051 ben.majorga@coolmail.com 1/14/1968 Ben.Majorgakatzrule
03-2305-8627 breana@yeeha.com 9/8/1976 CassiBee puiixb76
02-5171-4345 camellia_pylant@jmail.com 6/24/1973 CamelliaP mvemjsun
08-2666-6390 csoros@jmail.com 9/7/1972 csoros25 azzo55dm
07-6476-1399 caguele@jmail.com 12/14/1977 CatAguele baby5!
02-5487-7528 craig_vandersloot@yeeha.co 5/3/1980 CJV1980 ppsldk40
07-4306-1623 dan_platz@coolmail.com 8/16/1991 platzy sk8r4lyf
02-3996-9188 darnell_moothart@yeeha.co 3/11/1972 DamellM passwrd6
07-2373-6048 donte.resureccion@yeeha.co 7/8/1964 Resu P4887
08-5671-3318 ehandler@yeeha.com 9/28/1970 ehandler zw8j03sx
02-3647-9507 elliot.scatton@coolmail.com 12/26/1988 ScattonE oosur9gy
08-7097-3947 emelda.geffers@jmail.com 5/25/1995 EmGeffers xwvt0l23!
07-3721-9123 fstoneking@coolmail.com 5/26/1965 FStoneking 88koap#g
02-6246-5711 genevive@coolmail.com 1/12/1982 GinnyS fluffysox
03-8243-2999 geraldine@jmail.com 5/10/1996 GerryN qjs9c2ds
03-7063-6734 gjulye@coolmail.com 8/9/1988 gjulye cpp04390
02-4565-6425 jacquelyne.rosso@yeeha.co 8/5/1997 jacki_rosso gocowboys!
02-3877-9654 jamal_korczynski@jmail.com 7/23/1984 Jamal2307 f0g9h8j7
02-2367-6845 janessa@yeeha.com 1/19/1965 Ruth P2372
08-2117-5217 jarvis@jmail.com 3/11/1997 jarvisnicols g3ssw40?
08-5263-2786 jean.cecchinato@jmail.com 6/3/1972 JCecc kscysoz6
03-3268-5102 jeniffer@jmail.com 12/12/1973 JenJez 8qw4wsbs
02-1718-4983 johnson@jmail.com 6/21/1982 JMac82 p4ssw0rd
07-8085-8351 jepps@coolmail.com 1/13/1972 eppsy ccdpgs7
08-3071-2258 kathryn.bonalumi@yeeha.co 9/4/1986 kathrynb bwglpsy7
07-1778-9968 kflitcroft@coolmail.com 12/3/1993 flitcroftk ecps55hg
07-8661-4016 kent_ivans@yeeha.com 7/14/1977 Ivan P4520
07-5284-3845 kirby.litherland@coolmail.com 5/25/1964 KirbyLit 87654321
08-2748-1250 kristian@yeeha.com 7/16/1988 kristian88 vi3w71585
03-4529-7210 kristin@coolmail.com 3/4/1985 KrisShif zpdnses0
03-6543-6688 laura.bourbonnais@yeeha.co 3/7/1982 laura-b gosct5da
03-3474-2120 lavonne.esco@yeeha.com 5/12/1993 lavonne gagaslays!
03-8157-4609 leandro_bolka@coolmail.com 12/12/1972 lbolka fosscqpa
08-7635-8350 leatha_block@jmail.com 7/18/1995 LeathaBlock83502rox
02-7328-3350 lou.kriner@coolmail.com 8/19/1986 lou.kriner cgdnwf28
07-2679-1774 luz_broccoli@coolmail.com 8/15/1982 luzbrocc 82pumpkin
03-4933-4205 lynda.lazzaro@jmail.com 5/23/1969 LLazzaro jgbsqc55
03-1174-6817 marica.tarbor@coolmail.com 8/20/1993 Tarb P7140
07-9387-7293 mbewley@yeeha.com 5/6/1964 Bewl P4560
03-6023-2680 millie_pirkl@jmail.com 1/5/1983 millie_p pgnscod2
08-7687-4883 moira.qadir@jmail.com 5/17/1976 qadir76 12341235
02-5046-1307 olobosco@coolmail.com 6/14/1974 olobosco pskjw333
02-3518-7078 rtabar@coolmail.com 1/21/1968 rtabar iwwtlt88
03-1974-9948 reta.qazi@yeeha.com 6/14/1975 QaziReta hyhatgljc
02-8007-5034 rosamond.amlin@jmail.com 5/14/1998 Amli P2340
07-6460-4488 rosina_sidhu@jmail.com 9/2/1997 RoseSidhu ig99pbaba1
07-1576-1412 suzan.landa@jmail.com 3/11/1968 SuzanL henry65
08-6890-4661 tjarding@coolmail.com 7/25/1976 tkjarding dfoikjx87
07-3184-9989 vince_siena@yeeha.com 5/25/1995 vinnys ascosdn2
03-2822-8156 zdaria@jmail.com 6/25/1992 zena92 gsodknf3
12

Instructions

ü 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
cellsfunction in cell
B2 and C2. You K2want
to get
thethe customer's
name to be in full name from
the format 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!

ü 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!

ü 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.

ü 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 stuck.
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.