• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Revelwood

Revelwood

  • Who We Are
    • About Us
      • Our Company
      • Our Team
      • Partners
    • Careers
      • Join Our Team
  • What We Do
    • SOLUTIONS
      • Workday Adaptive Planning
      • IBM Planning Analytics
      • BlackLine
    • SERVICES
      • Implementation Services
      • Advisory Services
      • Customer Care
        • Help Desk
        • System Admin
        • Performance Tune-Up
      • Training
        • Workday Adaptive Planning Training
        • IBM Planning Analytics / TM1 Training
    • PRODUCTS
      • DataMaestro
      • Lightspeed Planning & Reporting
      • IBM Planning Analytics Utilities
  • How We Help
    • Workday Adaptive Planning Use Cases
    • IBM Planning Analytics Use Cases
    • Client Success Stories
  • How We Think
    • Knowledge Center
    • Events
    • News
    • User Groups
  • Contact Us

IBM Planning Analytics Tips & Tricks: How to Manipulate Case Used for Text

Did you know IBM Planning Analytics rules can be used to manipulate the case used for text?  There are rules to change values into both uppercase and lowercase. UPPER Converts an entire string to upper case UPPER(‘Lee Lazarow wrote this’) becomes LEE LAZAROW WROTE THIS LOWER Converts entire string to lower case LOWER(‘Lee Lazarow wrote […]

IBM Planning Analytics Tips & Tricks

IBM Planning Analytics Tips & Tricks: How to Manipulate Case Used for Text

 

Tips & Tricks

July 16, 2019

By Lee Lazarow

Did you know IBM Planning Analytics rules can be used to manipulate the case used for text?  There are rules to change values into both uppercase and lowercase.

UPPER

Converts an entire string to upper case

UPPER(‘Lee Lazarow wrote this’) becomes LEE LAZAROW WROTE THIS

LOWER

Converts entire string to lower case

LOWER(‘Lee Lazarow wrote this’) becomes lee lazarow wrote this

CAPIT

Converts the first letter of each work to upper case

CAPIT(‘Lee Lazarow wrote this’) becomes Lee Lazarow Wrote This

But what if you only want to capitalize the very first character?  You can do this by using these commands in conjunction with the LONG and the SUBST formulas. 

Here is an example of a set of rules that show various ways to manipulate a text string.

IBM Planning Analytics Tips & Tricks: Rules for Capitalization

By combining formulas together in Planning Analytics, text can easily be manipulated in a variety of ways.

IBM Planning Analytics, which TM1 is the engine for, is full of new features and functionality. Not sure where to start? Our team here at Revelwood can help. Contact us for more information at info@revelwood.com. And stay tuned for more Planning Analytics Tips & Tricks weekly in our Knowledge Center and in upcoming newsletters!

Learn more IBM Planning Analytics Tips & Tricks:

IBM Planning Analytics Tips & Tricks: Ways to Stop a TI Process

IBM Planning Analytics Tips & Tricks: Ways to Skip a Record Using a TI Process

IBM Planning Analytics Tips & Tricks: How to Maintain a Hierarchy via a TurboIntegrator Process

Need more guidance? Take a look at our IBM Planning Analytics Training services and our Customer Care Program.

    • Categories

      • Awards & Recognition
      • FP&A Done Right
      • IBM Planning Analytics Tips & Tricks
      • Modern Accounting
      • News & Events
      • Success Stories
      • Tech Bulletins
      • Workday Adaptive Planning Insights
      • Workday Adaptive Planning Tips & Tricks

    Popular Posts

    • Workday Adaptive Planning Tips & Tricks: The Formula Assistant – How To, Where & Why
    • Workday Adaptive Planning Tips & Tricks: Templates
    • IBM Planning Analytics Tips & Tricks: Troubleshooting Planning Analytics for Excel
    • Workday Adaptive Planning Named a Leader in Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions 2020
    • Workday Adaptive Planning Tips & Tricks: Attributes, Accounts, Dimensions, Levels – What’s the Difference?

    Sign up for our newsletter

    Connect

    Authors

    • John Pra Sisto
    • Revelwood
    • Adam Riskin
    • Ailenette Cruz
    • Brian Combs
    • Dave Miersch
    • Dillon Rossman
    • Gary Leiffer
    • Ken Wolf
    • Koury Reid
    • Lee Lazarow
    • Lisa Minneci
    • Marc Assenza
    • Mary Luchs
    • Michelle Song
    • Nina Inverso
    • Summer Jeter
    • Tara Byrnes
    • Thanh Chau
    • Wesley DeMarco

Footer

Revelwood Overview

Revelwood helps finance organizations close, consolidate, plan, monitor and analyze business performance. As experts in solutions for the Office of Finance, we partner with best-in-breed software companies by applying best practices guidance and our pre-configured applications to help businesses achieve their full potential.

EXPERTISE

  • Workday Adaptive Planning
  • IBM Planning Analytics
  • BlackLine

ABOUT

  • Who We Are
  • What We Do
  • How We Help
  • How We Think
  • Privacy

CONNECT

Contact:
25B Vreeland Road, Suite 111
Florham Park, NJ 07932

201.984.3030
info@revelwood.com

© Revelwood Inc. All rights reserved. Revelwood® and the Revelwood logo are registered marks of Revelwood Inc. 

FP&A Done Right

The Importance of Including FP&A Ea

FP&A Done Right

Tips & Tricks

Learn how to Create Reports in Adaptive

Videos