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Formula Help

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New Contributor

Our CRM requires a standard name when uploading an opportunity. I'm trying to figure out a formula to help create the standard name to cut down on manual work. 

 

This is the desired outcome: Amber Snyder $5.00 Single Donation 06/08/2021

 

I attached a sample excel here. Any ideas would be greatly appreciated!

2 Replies
best response confirmed by Ambesnyder (New Contributor)
Solution
You'll have to convert the $ and date to text in a separate columns, otherwise it will just print 5 and the date number string. Using your example, if you drop these in columns E:G, it should work.

Column E =TEXT(B2,"$#,##0.00_);($#,##0.0)")
Column F =TEXT(C2,"mm/dd/yyyy")
Column G =CONCATENATE(A2," ",E2," ",D2," ",F2)
Thank you so much! That worked perfectly.