TEXT Function in Excel

Part 1: Introduce

💡 Definition: The TEXT function in Microsoft Excel is a versatile text function that converts a value to text in a specified format. It allows you to format numbers, dates, times, and other data types into a specific textual representation.

🎯 Purpose: The purpose of the TEXT function is to customize the display of values in Excel by applying various formatting options. It enables you to present data more readably and visually appealingly, aligning with specific formatting requirements.

📚 Syntax & Arguments: The syntax of the TEXT function is as follows:

syntax
=TEXT(value, format_text)
  • value: This is the required argument representing the value you want to convert to text.
  • format_text: This is the required argument that specifies the format you want to apply to the value.

🔍 Explain the Arguments in the function:

  • value: It can be a numeric value, a cell reference containing a value, or a formula that evaluates to a value.
  • format_text: A text string enclosed in double quotation marks (“”) represents the formatting code used to define the desired format. The format code is a combination of letters, symbols, and placeholders that define how the value should be displayed.

💡 Return Value: The TEXT function returns the value converted to the specified format as a text string.

📝 Remarks:

  • The formatting options for the format_text argument depend on the type of value being formatted (e.g., number, date, time).
  • The format_text The argument follows specific formatting codes, such as “0” for a digit placeholder, “d” for a day placeholder, “m” for a month placeholder, and “yyyy” for a four-digit year placeholder.
  • The TEXT function is handy when you need to display values in a specific format that differs from the default display format.

Part 2: Examples

Let’s explore three examples that demonstrate the usage of the TEXT function:

1️⃣ Example 1: Formatting Dates

AB
1DateFormatted Date
22023-01-15=TEXT(A2, “dddd, MMMM d, yyyy”)
32023-05-10=TEXT(A3, “dd/mm/yyyy”)
42023-11-30=TEXT(A4, “mmm-yy”)

In this example, we have dates in column A and want to format them in different date formats. The TEXT function is used in column B to achieve the desired formatting.

  • The formula =TEXT(A2, "dddd, MMMM d, yyyy") in cell B2, formats the date in cell A2 as “Sunday, January 15, 2023”, displaying the full day name, month name, day, and four-digit year.
  • Similarly, the formula =TEXT(A3, "dd/mm/yyyy") cell B3 formats the date in cell A3 as “10/05/2023”, displaying the day, month, and year in the day/month/year order.
  • The formula =TEXT(A4, "mmm-yy") cell B4, formats the date in cell A4 as “Nov-23”, displaying the abbreviated month and two-digit year.

2️⃣ Example 2: Formatting Numbers

AB
1ValueFormatted Value
21234.56=TEXT(A2, “$#,##0.00”)
30.567=TEXT(A3, “0.0%”)
49876543=TEXT(A4, “0.00E+00”)

In this example, we have numeric values in column A and want to format them in different number formats. The TEXT function is used in column B to achieve the desired formatting.

  • The formula =TEXT(A2, "$#,##0.00") cell B2 formats the value in cell A2 as “$1,234.56”, displaying the number with a dollar sign, comma as a thousand separator, and two decimal places.
  • Similarly, the formula =TEXT(A3, "0.0%") cell B3 formats the value in cell A3 as “56.7%”, displaying the number as a percentage with one decimal place.
  • The formula =TEXT(A4, "0.00E+00") cell B4 formats the value in cell A4 as “9.88E+06”, indicating the number in scientific notation with two decimal places.

3️⃣ Example 3: Formatting Times

AB
1TimeFormatted Time
29:30 AM=TEXT(A2, “h:mm AM/PM”)
315:45=TEXT(A3, “hh:mm”)
418:20=TEXT(A4, “[$-409]h:mm AM/PM;@”)

In this example, we have times in column A and want to format them in different time formats. The TEXT function is used in column B to achieve the desired formatting.

  • The formula =TEXT(A2, "h:mm AM/PM") in cell B2, formats the time in cell A2 as “9:30 AM”, displaying the hour and minute with AM/PM notation.
  • Similarly, the formula =TEXT(A3, "hh:mm") cell B3 formats the time in cell A3 as “15:45”, displaying the hour and minute in the 24-hour format.
  • The formula =TEXT(A4, "[$-409]h:mm AM/PM;@") cell B4 formats the time in cell A4 as “6:20 PM”, applying the time format based on the specified locale code.

4️⃣ Example 4: Displaying Currency with Conditional Formatting

ABC
1AmountFormatted AmountConditional Formatting
21000=TEXT(A2, “$#,##0.00”)=IF(A2>=500, B2, “”)
3500=TEXT(A3, “$#,##0.00”)=IF(A3>=500, B3, “”)
42000=TEXT(A4, “$#,##0.00”)=IF(A4>=500, B4, “”)

In this example, we have amounts in column A and want to format them as currency. Additionally, we want to apply conditional formatting to highlight payments greater than or equal to 500. The TEXT function is used in column B to format the quantities, and the IF function is used in column C for conditional formatting.

  • The formula =TEXT(A2, "$#,##0.00") in cell B2, formats the amount in cell A2 as currency with two decimal places.
  • The formula =IF(A2>=500, B2, "") cell C2 checks if the amount in cell A2 is greater than or equal to 500. If true, it displays the formatted amount from cell B2; otherwise, it shows an empty string.
  • Similarly, the formulas in cells B3 and C3 format the amount in cell A3 and apply conditional formatting based on the value.
  • The formulas in cells B4 and C4 are set up similarly for the amount and conditional formatting.

5️⃣ Example 5: Displaying Dates with Custom Text

AB
1Due DateFormatted Date
22023-07-20=TEXT(A2, “dddd, mmmm d, yyyy”)
32023-09-05=TEXT(A3, “mmmm d, yyyy”)
42023-12-31=TEXT(A4, “[$-409]mmm d, yyyy;@”)

In this example, we have due dates in column A, and we want to format them with custom text, such as including the day of the week. The TEXT function is used in column B to format the dates.

  • The formula =TEXT(A2, "dddd, mmmm d, yyyy") in cell B2, formats the due date in cell A2 as “Thursday, July 20, 2023”, displaying the full day name, month name, day, and year.
  • The formula =TEXT(A3, "mmmm d, yyyy") cell B3 formats the due date in cell A3 as “September 5, 2023”, displaying the month name, day, and year.
  • The formula =TEXT(A4, "[$-409]mmm d, yyyy;@") in cell B4, formats the due date in cell A4 as “December 31, 2023”, applying the date format based on the specified locale code.

6️⃣ Example 6: Formatting Phone Numbers

AB
1Phone NumberFormatted Phone Number
21234567890=TEXT(A2, “(000) 000-0000”)
39876543210=TEXT(A3, “(000) 000-0000”)
45551234567=TEXT(A4, “(000) 000-0000”)

In this example, we have phone numbers in column A and want to format them in a specific number format. The TEXT function is used in column B to format the phone numbers.

  • The formula =TEXT(A2, "(000) 000-0000") in cell B2 format, the phone number in cell A2 is “(123) 456-7890”, applying the specified phone number format.
  • The formula =TEXT(A3, "(000) 000-0000") in cell B3 formats the phone number in cell A3 as “(987) 654-3210”.
  • The formula =TEXT(A4, "(000) 000-0000") in cell B4 formats the phone number in cell A4 as “(555) 123-4567”.

7️⃣ Example 7: Displaying Employee IDs with Leading Zeros

AB
1Employee IDFormatted Employee ID
212345=TEXT(A2, “00000”)
35678=TEXT(A3, “00000”)
4987654=TEXT(A4, “00000”)

In this example, we have employee IDs in column A and want to display them with leading zeros. The TEXT function is used in column B to format the employee IDs.

  • The formula =TEXT(A2, "00000") in the cell, B2 formats the employee ID in cell A2 as “12345”, but with leading zeros, as specified by the formatting code.
  • The formula =TEXT(A3, "00000") cell B3 formats the employee ID in cell A3 as “05678”.
  • The formula =TEXT(A4, "00000") cell B4 formats the employee ID in cell A4 as “987654”.

These examples demonstrate how the TEXT function can be nested with other parts to achieve various formatting and display requirements in business scenarios. By leveraging the power of nested functions, you can customize the formatting of your data to meet specific business needs.

Part 3: Tips and Tricks

Here are some tips and tricks related to the TEXT function:

  1. Use the Excel built-in formatting codes to customize the appearance of values. You can find a list of formatting codes in Excel’s documentation or by exploring the formatting options in the cell formatting dialog.
  2. Experiment with different formatting codes to achieve the desired formatting. You can combine multiple formatting codes to create complex formats.
  3. Remember that the TEXT function converts the value to text, so it can affect subsequent calculations or formulas that rely on numerical or date/time values. Use the formatted text output of the TEXT function for display purposes rather than for measures.