Proper Case a "Name" field, typically a Company/Account Name, or First and Last Name. Instead of just upper casing the first letter of each word, will apply logic to handle common prefixes (e.g. Mc and Mac), abbreviations, and allows for user overrides to always punctuate a particular string in a preferred manner.
ProperCaseName(StringValue)
- ONLY attempts to proper case when the input data is all in upper or lower case
- If the input data is already proper cased (combination of upper and lower case, e.g. eBay) changes will NOT be made
- Logic regarding the prefix “Mac” (e.g. does not capitalize the first letter after “Mac” if the word is 5 or less letters).
- Logic to identify abbreviations
- When there is no punctuation between the letters and the word contains NO VOWELS, the word is assumed to be an abbreviation and all letters will be uppercased.
- For example: BCBS, GM, JFK, etc.
- When there is no punctuation between the letters and the word contains NO VOWELS, the word is assumed to be an abbreviation and all letters will be uppercased.
- ProperCaseOverrides.txt file available in DemandToolsData\ReplaceList directory for user customization.
- Allows the user to add overrides for any words the formula is not proper casing in a preferred manner.
- Abbreviations containing a vowel should be added here as the standard logic will only assume a word is an abbreviation if it does not contain a vowel.
- Words in this list will be returned in the format specified.
- This list is pre-populated but can be updated as needed.
- Note: This file is loaded upon login, therefore if changes are made they will not be recognized until the user logs out and back in to DemandTools.
- Click HERE to review detailed instruction on the ProperCaseOverrides file.
Example: ProperCaseName({firstname})
- Input: MARY
- Result: Mary
Example: ProperCaseName({name})
- Input: mcdonald's corp.
- Result: McDonald’s Corp.
Example: ProperCaseName({name})
- Input: HEWLETT PACKARD
- Result: Hewlett Packard
Example: ProperCaseName({name})
- Input: JJ ENTERPRISES
- Result: JJ Enterprises
Example: ProperCaseName({name})
- Input: Validity Inc.
- Result: Validity Inc. (already proper-cased so NO changes made)
Example: ProperCaseName({name})
- Input: EBAY
- Result: eBay (cases eBay in the preferred format since this value is in the ProperCaseOverrides.txt file)
Note: The following words WILL NOT be capitalized: and, at, by, for, of, or, to, it.
Please click HERE to view detailed information on the ProperCaseNameForceAll formula that allows proper casing all data REGARDLESS of existing case.
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