SHORT CUT KEYS IN EXCELL VERY IMPORTANT AND UNIQUE

Navigation & Data Selection
Ctrl + N Ctrl + Tab
Shift + F11
Alt + H + D + S Ctrl + PgUp

Ctrl + PgDn
Alt + H + O + M

Shift + Ctrl + PgUp / PgDn Alt + H + O + U +S
Alt + H + O + U +H
Alt + H + O + R

Alt + H + O + T
New Workbook Switch Workbook
New Worksheet Del Worksheet Move to Left Worksheet Move to Right Worksheet Move / Copy Worksheet Select Multiple Worksheets Hide Worksheet

Show Worksheet
Rename Worksheet Color Tab
Arrow Keys Ctrl + Arrows
Shift + Arrows Shift + Ctrl + Arrows
Shift + F8

Move Around Jump to Boundary Select Cells Select to Boundary Select Multiple Areas
F2 Del
Ctrl + Arrows Ctrl + Shift + Arrows
Alt + Enter Ctrl + Enter / Tab / Shift + Tab

Edit Cell
Delete Cell Contents
Skip Word(s) Highlight Word(s)
New Line in Cell Edit and... Stay in Place / Go Left / Go Right

Editing Cells
Excel 2007 / 2010 / 2013+
Quick Reference – The Most Important Keyboard Shortcuts for Finance (IB, PE, HF/AM, ER, CF, etc.)

The Fundamentals
Rows & Columns
http://breakingintowallstreet.com
Basic Formatting
Ctrl + O Ctrl + N Ctrl + P Ctrl + S F12
Ctrl + F4 Alt + F4 Esc
Ctrl + C Ctrl + X Ctrl + V Ctrl + Z Ctrl + Y Ctrl + A Ctrl + F Ctrl + H Alt + Tab Alt + T + O F4

Ctrl + F1
Open File New File Print
Save File Save File As Close File Close Excel Exit Dialog Copy

Cut
Paste
Undo
Redo
Select All
Find
Replace
Switch Windows Options Menu Repeat Last Action

Show / Hide Ribbon Menu
Ctrl + Spacebar Shift + Spacebar Ctrl + Shift + +
Ctrl + –
Right Mouse Button + E
Alt + A + G + G

Shift + Alt + Right
Alt + A + U + U

Shift + Alt + Left Alt + A + J
Alt + A + H

Select Column Select Row Insert Cells / Rows / Columns Delete Cells / Rows / Columns Insert Cut Cells and Shift Over Group Rows / Columns
Group Rows / Columns Ungroup Rows / Columns Ungroup Rows / Columns
Show Grouped Rows / Columns Hide Grouped Rows / Columns
Alt+H
Ctrl+1 Ctrl+Alt+V Ctrl+Alt+V+T Ctrl+Alt+V+V Ctrl+Alt+V+F Alt+H+FC Alt+H+H Alt+H+B

Alt + H + A + L/C/R Alt+H +6 Alt+H +5 Alt+H +0
Alt+H +9
Format Menu Format Dialog Paste Special Paste Formats Paste Values Paste Formulas Font Color
Fill Color Border Options Align Left / Center/ Right Increase Indent Decrease Indent Increase Decimal Places Decrease Decimal Places Bold
Italics Underline Strikethrough Add Borders Delete Borders General Number
Time
Date
Currency Percentage Scientific Displays cell using custom format
Auto-Fit Col. Auto-Fit Row Column Width Row Height Conditional Formatting Format as Table

Workbooks & Worksheets
+& +– +~ +! +@ +# +$ +% +^
Ctrl+B Ctrl+I Ctrl+U Ctrl+5
Ctrl + Shift Ctrl + Shift Shift + Ctrl Shift + Ctrl Shift + Ctrl Shift + Ctrl Shift + Ctrl Shift + Ctrl Shift + Ctrl =TEXT(Cell, Format)

Alt + H + O + I Alt + H + O + A Alt + H + O + W Alt + H + O + H Alt + H + L + R
Alt+H+T
Dates & Times
Formulas and Calculations
http://breakingintowallstreet.com
Common Built-In Functions
=DATE (Year, Month, Day) =NETWORKDAYS (Start, End Date)
=EOMONTH (Start Date, # Months)
Ctrl + Shift + ; Ctrl + ;

Creates new Date
Business days in between 2 dates

Last day of month after # months Current Time Current Date
=
F9
F4
Ctrl + F3 F5

Tab
Shift + F3
Ctrl+Alt+V+F Ctrl + Alt + V + R
Ctrl + D Ctrl + R Ctrl + ’
F5, Alt + S + F + X F5, Alt + S + O + X Ctrl+~ =IFERROR(Value, Value If Error)
Enter Formula Refresh All Anchor Cell Name Cell Jump to Cell Use Suggested Name
Enter Built-In Function
Paste Formulas Paste Formats & Formulas Copy Down Copy Right Copy from Above

Go to Formulas Go to Constants Show Formulas Calculates only if no error
=SUM Alt+=
=COUNT =AVERAGE =MAX
=MIN
=SUMIF / =SUMIFS =COUNTIF / =COUNTIFS =SUMPRODUCT

=ABS =IF =OR
=AND
=NPV (Discount Rate, Cash Flows)
=XNPV (Rate, Values, Dates) =IRR (Values)

=XIRR (Values, Dates)
Sum Numbers Sum Adjacent Cells
Count # Entries Average Maximum Minimum Conditional Sum Conditional Count Multiply and Sum Range Absolute Value Conditional One Must Be True

All Must Be True
Net Present Value of Cash Flows

NPV with irregular dates Internal Rate of Return of Investment IRR with irregular dates
Text Tools & Functions
Alt + A + FT =LEFT =RIGHT =MID =FIND
=SEARCH
=LEN =SUBSTITUTE
=REPLACE
Alt + A + E =TRIM
=PROPER
=UPPER =LOWER
Text File Import Chars from left Chars from right Chars from... Search for text within text Same, but not case sensitive Length of text Replace text in text with search Same, but use position instead Text to Columns Deletes Extra Spaces Capitalize All First Letters Make All Caps Make All Lower
Lookups & Related Functions
Display & Printing
=DSUM (DB, Field, Criteria)
=DCOUNT (DB, Field, Criteria)
Ctrl + Shift + Enter =TRANSPOSE (Rows or Columns)
Sums records that match criteria
Counts records that match criteria

Enter Array Function Converts rows to columns and vice versa
Alt + W + F + F Alt + W + Q Ctrl + Mouse Scroll Wheel Alt + P + S + P Alt + P + R + S
Ctrl + F2
Alt + W + I Alt + W + L Alt + W + VG

Freeze Panes Zoom
Zoom

Page Setup
Set Print Range to Selected Area Print Preview Page Break View Normal View Toggle Gridlines

Excel 2007 / 2010 / 2013+
Quick Reference – The Most Important Keyboard Shortcuts for Finance (IB, PE, HF/AM, ER, CF, etc.)

=VLOOKUP (Value, Table, Column #)
=HLOOKUP (Value, Table, Row #)
=MATCH (Value, Row or Column Range)
=INDEX (Table, Row #, Col #)

=INDIRECT (Ref)
=ADDRESS (Row #, Col #)
Match Value in Left Column and Return from Column # Match Value in Top Row and Return from Row #
Find Item’s Position in Row/Column Return Item at Row # and Column # Returns cell at reference given by text
Creates cell reference
Database and Array Functions
Auditing Formulas
Filtering, Sorting & Validating
http://breakingintowallstreet.com
Macros, VBA, and Forms
Pivot Tables
Graphs & Charts
Excel 2007 / 2010 / 2013+
Quick Reference – The Most Important Keyboard Shortcuts for Finance (IB, PE, HF/AM, ER, CF, etc.)

Ctrl+[
Ctrl+]
Alt + M + P
Alt + M + D
Alt + M + A + A Shift + Ctrl + { Shift + Ctrl + } F5 + Enter
Shift + F2
Alt + R + D Alt + R + A
F5, Alt + S + C
Immediate Precedents Immediate Dependents Trace Precedents Trace Dependents Erase Traces All Precedents All Dependents Jump to Original Cell Add/Edit Comment
Del Comment Show All Comments Highlight Cells w/ Comments
Alt + A + SS Alt+A+SA Alt+A+SD
Ctrl + Shift + L Alt + A + Q
Right Mouse Button + E + V Alt + A + M
Alt + A + V + V
Sort Data
Sort Ascending Sort Descending Filter Data Advanced Data Filter
Filter by Cell’s Properties Remove Duplicates Validate Data

Alt + F11
F5 (in VBA)
F2 (in VBA)
Ctrl + G (in VBA)

Alt + L + I
Alt + W + M + U

Alt + W + M + R Alt + W + M + V
VBA Editor Run Macro Object Browser Immediate Window
Form Control Use Relative References Record Macro View Macros
Alt + N + V
Pivot Table
Scenarios & Sensitivities
+ C + N + Q + B + X + SD
+ R +A
Column Chart Line Chart
Pie Chart
Bar Chart
Text Box Combo Chart (2013+) Recommended Chart (2013+) Add Chart Element (2013+) Design Tab Layout Tab (2007, 2010) Format Tab (2007, 2010) Format Tab (2013)

Alt + N Alt + N Alt + N Alt + N Alt + N Alt + N
Alt + N Alt+JC
Alt+JC Alt+JA
Alt+JO Alt+JA
=CHOOSE (Number, Item1, Item2...) =OFFSET(Cell, # Rows, # Cols)
Alt + A + W + S
Alt + A + W + G Alt + A + W + T
Select from List based on Number
Move # of Rows and Columns from Cell Scenario Manager

Goal Seek Data Table
  • Row Input Cell = Discount Rate
  • Column Input Cell = Terminal Growth Rate

Excel 2007 / 2010 / 2013+
Quick Reference – The Most Important Keyboard Shortcuts for Finance (IB, PE, HF/AM, ER, CF, etc.)

Custom Number Formats Example Data:
5
-1200
0 Wal-Mart

Displayed As:
5.0x
(1,200.00)
Balanced!
Model – Wal-Mart

Used For:
Valuation Multiples Negative Expenses Balance Sheet Checks Titles & Headers
http://breakingintowallstreet.com
Text on Left: [Blue]0.0 x;[Red](#,##0.00);"Balanced!";"Model - "@
  1. The order for Custom Number Formats is: [Positive Style]; [Negative Style]; [Zero Style]; [Text Style]
  2. If you include the “@” symbol and text, the text will appear and the “@” will be replaced by what’s in the cell.
  3. [Red] and [Blue] can be used for color coding.
  4. For more on custom number formats, please see our separate
    guide – this is just a brief summary.
Custom Keyboard Shortcuts – Excel 2007 / 2010 / 2013+
In Excel 2007 / 2010 / 2013+, you can add custom shortcuts by right clicking the Quick Access Toolbar and going to “Customize Quick Access Toolbar” – or you can right-click the button itself and go to “Add to Quick Access Toolbar.”
Then, you activate the shortcut by pressing the Alt key and the number it’s assigned to. Here, Alt + 4 would change the spreadsheet to a “Page Break” view.
Always make sure you go to the Options menu (Alt + T + O), select Formulas, and use the settings shown on the right:
Ideally, you will also disable the language bar and any plug-ins, add-ins, or macros that interfere with shortcuts, and any programs that override built-in Excel shortcuts.
The Optimal Excel Settings – IMPORTANT!
You can disable automatic error-checking if you want, but we recommend leaving it on unless you’re a pro; if you go the “Advanced” tab you can change in the direction the cursor moves in after editing a cell, but we usually leave that one alone.