Excel TEXT Function: Transform Numbers into Custom Formats

Excel TEXT Function

Excel TEXT Function

When to Use the Excel TEXT Function in Excel

The TEXT function in Excel comes in handy when you need to change the way data is displayed without altering its underlying value. This function is particularly useful in scenarios where you want to:

Format Dates: Convert date values into various date formats (e.g., from “mm/dd/yyyy” to “dd-mmm-yyyy”).

Custom Number Formatting: Display numbers with specific formatting, such as adding currency symbols, decimal places, or leading zeros.

Concatenate Text and Numbers: Combine text and numerical values in a cell while maintaining the desired formatting.

Display Fractions: Convert decimal numbers to fractions with custom formatting.

What Excel TEXT Function Returns

The Excel TEXT function returns a text string that represents the formatted value based on the specified format code. This enables you to present data in the desired style without changing its underlying numeric or date value.

Syntax of Excel TEXT Function

The syntax of the Excel TEXT function is as follows:

=TEXT(value, format_text)

Input Arguments

Here are the input arguments for the Excel TEXT function:

👉 value: The value you want to format, which can be a cell reference containing a number or date, a numeric constant, or a formula that evaluates to a number or date.

👉 format_text: The format code that determines how the value should be displayed. This is enclosed in double quotation marks and can consist of various placeholders and formatting options.

Extra Notes

👉 The format_text argument is essential for the function to work correctly. Incorrect formatting codes may result in unexpected output.

👉 Be cautious when using custom formatting, as it can affect the readability of your data if not applied correctly.

👉 The Excel TEXT function does not change the underlying value; it merely changes how the value is displayed.

Common Mistakes to Avoid

👉 Using incorrect format codes: Ensure that you provide the appropriate format_text argument to achieve the desired formatting.

👉 Forgetting to enclose format_text in double quotation marks: Always enclose your custom format code in double quotes, as Excel interprets unquoted text as cell references or named ranges.

👉 Mixing incompatible data types: The TEXT function won’t work if you try to format a non-numeric or non-date value.

Tips For Optimal Usage

To maximize the usefulness of the Excel TEXT function, consider these tips:

👉 Use the Excel Custom Number Format Codes to create custom formatting that matches your specific requirements.

👉 Combine the TEXT function with other Excel functions, such as CONCATENATE or IF, to create more advanced formatting scenarios.

👉 Be consistent with your formatting across your spreadsheet to maintain clarity and readability.

Examples of the Excel TEXT Function

Here are some examples of using the Excel TEXT function:

Example 1: Formatting Dates

Suppose you have a date in cell A1 (e.g., 07/09/2023), and you want to display it in the “dd-mmm-yy” format (e.g., 07-Sep-23). You can use the TEXT function like this:

Excel TEXT Function Example 1

To format a date in Excel without using the TEXT function, you can use custom number formatting. Here is how to achieve the same result without using the TEXT function:

Step 1 – Select the cell containing the date

Step 2 – Press Ctrl + 1 shortcut to open the “Format Cells” dialog box

Step 3 – In the “Category” list on the left, select “Custom”.

Step 4 – In the “Type” input field on the right, enter the custom date format you want. (For e.g., “dd-mmm-yy”)

Step 5 – Click the “OK” button to apply the custom date format.

Excel TEXT Function

Now, the date in cell A1 will be displayed in the “dd-mmm-yy” format without using the TEXT function. This custom formatting approach allows you to change the way data is displayed while keeping the underlying value unchanged.

Example 2: Adding Leading Zeros

If you have a list of numbers in column A, and you want to display them with leading zeros (e.g., 0015, 0112, 0005), use this formula

Excel TEXT Function Example 2

Here you can also use custom number formatting to achieve the same result without using the TEXT function

Example 3: Formatting Currency with TEXT and ROUND Functions

Suppose you have a list of prices in column A with various decimal places, and you want to display them as currency values with two decimal places. You can use the TEXT function along with the ROUND function:

Excel TEXT Function Example 3

Now let’s break down the formula step by step:

(1) ROUND(A1, 2)

  • This part of the formula uses the ROUND function to round the value in cell A1 to two decimal places (2 is used as the second argument). For example, if cell A1 contains the value 15.236, this function will round it to 15.24.

(2) TEXT(ROUND(A1, 2), “$ 0.00”)

  • After rounding the value with ROUND, the TEXT function is used to format the rounded value. The “$ 0.00” format within TEXT specifies that the number should be displayed as a currency value with two decimal places. The dollar sign “$” indicates the currency symbol.

Conclusion

In conclusion, the Excel TEXT function is a powerful tool for formatting data in a way that suits your presentation needs. Whether you’re working with dates, numbers, or custom text, this function empowers you to control how your data appears without altering its underlying values.

By mastering the TEXT function, you can enhance the readability and professionalism of your Excel spreadsheets. Experiment with different format codes and explore its potential in various scenarios to elevate your Excel skills to new heights.

Frequently Asked Questions (FAQs)

Q1: Can the TEXT function be used to change the underlying value of a cell?

A1: No, the TEXT function only changes the display of the value without affecting its underlying numeric or date value.

Q2: Are there limitations to the format_text argument in the TEXT function?

A2: Yes, the format_text argument must adhere to valid formatting codes, and incorrect codes may result in unexpected output or errors.

Q3: Can the TEXT function format text strings?

A3: No, the TEXT function is primarily designed for formatting numbers and dates, not text strings.

Q4: Can I combine multiple formatting styles in a single format_text argument?

A4: Yes, you can combine various formatting options within the format_text argument to create custom formatting styles.

Q5: Is it possible to apply conditional formatting using the TEXT function?

A5: While the TEXT function itself doesn’t offer conditional formatting, you can combine it with other functions like IF to apply conditional formatting based on specific criteria.

Other Related Excel Functions

SUBSTITUTE Function

LEFT Function

RIGHT Function

MID Function

REPLACE Function

LEN Function

UPPER Function

LOWER Function

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