TEXT

The TEXT function allows you to format numbers, dates, times, and logical values by applying a specific display format, making the values more readable.

Use

TEXT( value [, display_format] )
Formats a value and converts it to text.

Parameter	Required	Description
value	Yes	a number, logical, date, time, or date/time value to format
display_format	No	a display format relevant to the data type (uses default if omitted)

Returns

Text

Examples

Formatting Numeric Data for Communication (Input Mapping)

You can use the TEXT function to turn a raw number into a readable currency or percentage format before displaying it in a summary field or a Teams notification.

• Scenario: You want to create a summary line for an expense approval that includes the total amount formatted as currency.
• Formula: CONCAT("The total claim is ", TEXT($TotalAmount, "$#,###.00"))
• Logic:
  • $TotalAmount: A numeric variable containing a raw value (e.g., 1234.5).
  • "$#,###.00": A number format pattern that adds a dollar sign, a thousands separator, and two decimal places.
  • Result: The function returns the text string "$1,234.50".

Standardizing Dates for Custom Identifiers (Variable Update)

You can use the TEXT function to extract specific parts of a date and format them to create a standardized "Request ID" or "Audit Code."

• Scenario: You need to generate a project code that includes the year and the abbreviated month of the current date (e.g., "PRJ-2024-OCT").
• Formula: CONCAT("PRJ-", TEXT(TODAY(), "y-MMM"))
• Logic:
  • TODAY(): A function that returns the current date.
  • "y-MMM": A date format pattern where y represents the full year and MMM represents the three-character abbreviated month.
  • Result: If today is October 15, 2024, the function returns "2024-Oct", which is then concatenated into "PRJ-2024-Oct".

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Pro Tip: If the display_format parameter is omitted, the function will automatically apply a default format based on the specific data type of the value being converted. These defaults (such as how a logical TRUE/FALSE is written out) can be managed by an Account Owner or Admin in the Regional Settings.