Mac Excel 2008 / 2011+

Quick Reference – The Most Important Keyboard Shortcuts for

Finance (IB, PE, HF/AM, ER, CF, etc.)

http://breakingintowallstreet.com

The Fundamentals Rows & Columns Basic Formatting

⌘+O Open File Ctrl + Spacebar Select Column ⌘+1 Format Dialog
⌘+N New File Shift + Spacebar Select Row ⌘ + Ctrl + V Paste Special
⌘+P Print Ctrl + I Insert Cells / ⌘ + Ctrl + V, Paste Formats
⌘+S Save File Rows / Columns ⌘+T
F12 Save File As Ctrl + – Delete Cells / ⌘ + Ctrl + V, Paste Values
⌘+W Close File Rows / Columns ⌘+V
⌘+Q Close Excel Right Mouse Insert Cut Cells ⌘ + Ctrl + V, Paste Formulas
Esc Exit Dialog Button + E and Shift Over ⌘+F
⌘+C Copy ⌘ + Shift + K Group Rows / ⌘+L/E/R Align Left /
⌘+X Cut Columns Center/ Right
⌘+V Paste Shift + Alt + Group Rows / ⌘ + 1, Change Indent
⌘+Z Undo Right Columns Alignment
⌘+Y Redo ⌘ + Shift + J Ungroup Rows / ⌘+B Bold
⌘+A Select All Columns ⌘+I Italics
⌘+F Find Shift + Alt + Left Ungroup Rows / ⌘+U Underline
Ctrl + H Replace Columns ⌘ + Shift + _ Strikethrough
⌘ + Tab Switch Windows Ctrl + 0 Hide Columns ⌘ + Alt + 0 Add Borders
⌘+, Options Menu Ctrl + Shift + 0 Show Columns ⌘ + Alt + – Delete Borders
⌘+Y Repeat Last Ctrl + 9 Hide Rows Shift + Ctrl + ~ General
Action Ctrl + Shift + 9 Show Rows Shift + Ctrl + ! Number
⌘ + Option + R Show/Hide Shift + Ctrl + @ Time
Ribbon Menu Workbooks & Worksheets Shift + Ctrl + # Date
Shift + Ctrl + $ Currency
⌘+N New Workbook
Navigation & Data Selection Shift + Ctrl + % Percentage
Ctrl + Tab Switch
Shift + Ctrl + ^ Scientific
Arrow Keys Move Around Workbook
=TEXT(Cell, Displays cell
Ctrl + Arrows Jump to Shift + F11 New Worksheet
Format) using custom
Boundary No shortcut Del Worksheet
format
Shift + Arrows Select Cells Ctrl + Fn + Up Move to Left
No shortcuts Auto-Fit Col.
Shift + Ctrl + Select to Worksheet
Auto-Fit Row
Arrows Boundary Ctrl + Fn + Move to Right
Column Width
Shift + F8 Select Multiple Down Worksheet
Row Height
Areas No shortcut Move / Copy
No shortcut Conditional
Worksheet
Formatting
Editing Cells Shift + Ctrl + Fn Select Multiple
+ Up / Down Worksheets
Ctrl + U Edit Cell
Hide Worksheet
Del Delete Cell
Show Worksheet
Contents
No shortcuts Rename
Ctrl + Arrows Skip Word(s)
Worksheet
Ctrl + Shift + Highlight
Color Tab
Arrows Word(s)
Ctrl + Option + New Line in Cell
Enter
Ctrl + Enter / Edit and… Stay in
Tab / Shift + Place / Go Left /
Tab Go Right
 Mac Excel 2008 / 2011+
Quick Reference – The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)

http://breakingintowallstreet.com

Dates & Times Formulas and Calculations Common Built-In Functions

=DATE (Year, Creates new = Enter Formula =SUM Sum Numbers
Month, Day) Date F9 Refresh All ⌘ + Shift + T Sum Adjacent
=NETWORKDAYS Business days ⌘+T Anchor Cell Cells
(Start, End Date) in between 2 Ctrl + L Name Cell =COUNT Count # Entries
dates F5 Jump to Cell =AVERAGE Average
=EOMONTH Last day of Tab Use Suggested =MAX Maximum
(Start Date, # month after # Name =MIN Minimum
Months) months Shift + F3 Enter Built-In =SUMIF / Conditional
⌘+; Current Time Function =SUMIFS Sum
Ctrl + ; Current Date ⌘ + Ctrl + V, Paste Formulas =COUNTIF / Conditional
⌘+F =COUNTIFS Count
Text Tools & Functions ⌘ + Ctrl + V, Paste Formats =SUMPRODUCT Multiply and
⌘+R & Formulas Sum Range
No shortcut Text File Import
Ctrl + D Copy Down =ABS Absolute Value
=LEFT Chars from left
Ctrl + R Copy Right =IF Conditional
=RIGHT Chars from right
Ctrl + ’ Copy from =OR One Must Be
=MID Chars from…
Above True
=FIND Search for text
F5, ⌘ + S, ⌘ + F Go to Formulas =AND All Must Be
within text
F5, ⌘ + S, ⌘ + O Go to Constants True
=SEARCH Same, but not
Ctrl + ~ Show Formulas =NPV (Discount Net Present
case sensitive
=IFERROR(Value, Calculates only Rate, Cash Value of Cash
=LEN Length of text
Value If Error) if no error Flows) Flows
=SUBSTITUTE Replace text in
=XNPV (Rate, NPV with
text with search
Lookups & Related Functions Values, Dates) irregular dates
=REPLACE Same, but use
=IRR (Values) Internal Rate of
position instead =VLOOKUP Match Value in
Return of
No shortcut Text to Columns (Value, Table, Left Column
Investment
=TRIM Deletes Extra Column #) and Return
=XIRR (Values, IRR with
Spaces from Column #
Dates) irregular dates
=PROPER Capitalize All =HLOOKUP Match Value in
First Letters (Value, Table, Top Row and
=UPPER Make All Caps Row #) Return from Database and Array Functions
=LOWER Make All Lower Row # =DSUM (DB, Sums records
=MATCH (Value, Find Item’s Field, Criteria) that match
Display & Printing Row or Column Position in criteria
Range) Row/Column =DCOUNT (DB, Counts records
No shortcut Freeze Panes
=INDEX (Table, Return Item at Field, Criteria) that match
Ctrl + ⌘ + Zoom
Row #, Col #) Row # and criteria
Mouse Scroll
Column # Ctrl + Shift + Enter Array
Wheel
=INDIRECT (Ref) Returns cell at Enter Function
Page Setup
reference given =TRANSPOSE Converts rows
Set Print Range
by text (Rows or to columns and
to Selected Area
=ADDRESS (Row Creates cell Columns) vice versa
No shortcuts Print Preview
#, Col #) reference
Page Break View
Normal View
Toggle Gridlines
 Mac Excel 2008 / 2011+
Quick Reference – The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)

http://breakingintowallstreet.com

Auditing Formulas Filtering, Sorting & Validating Macros, VBA, and Forms
Ctrl + [ Immediate ⌘ + Shift + R Sort Data VBA Editor
Precedents Sort Ascending Run Macro
No shortcuts
Ctrl + ] Immediate Sort Descending Object Browser
Dependents ⌘ + Shift + F Filter Data Immediate
Trace Precedents No shortcut Advanced Data No shortcuts Window
Trace Filter Form Control
No shortcuts
Dependents Right Mouse Filter by Cell’s Use Relative
Erase Traces Button + E + V Properties References
Shift + Ctrl + { All Precedents No shortcut Remove Record Macro
Shift + Ctrl + } All Dependents Duplicates Option + F8 View Macros
F5 + Enter Jump to No shortcut Validate Data
Original Cell
Shift + F2 Add/Edit
Comment
Shift + F2 + Del Del Comment
No shortcut Show All
Comments
F5, ⌘ + S, ⌘ + C Highlight Cells
w/ Comments

Pivot Tables
No shortcut Pivot Table
Graphs & Charts
Column Chart
Scenarios & Sensitivities Line Chart
=CHOOSE Select from List Pie Chart
(Number, Item1, based on Bar Chart
Item2…) Number Text Box
=OFFSET(Cell, # Move # of Rows Combo Chart
Rows, # Cols) and Columns No shortcuts Recommended
from Cell Chart
Scenario Add Chart
Manager Element
No shortcuts
Goal Seek Design Tab
Data Table Layout Tab
Format Tab

• Row Input Cell = Discount

Rate
• Column Input Cell =
Terminal Growth Rate
Mac Excel 2008 / 2011+
Quick Reference – The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)

http://breakingintowallstreet.com

Custom Number Formats

Example Data: Displayed As: Used For:

5 5.0x Valuation Multiples
-1200 (1,200.00) Negative Expenses
0 Balanced! Balance Sheet Checks
Wal-Mart Model – Wal-Mart Titles & Headers

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 – Mac Excel 2008 / 2011+

In the Mac versions of Excel, you have to go to the “Tools” menu (it
may be under “File” and then “Options” depending on the Excel
version) and then select “Customize Keyboard” there to create these
shortcuts.

See the screenshot to the left – these shortcuts work the same way
mechanically as on Windows, but the dialog box to create them looks
different and you have to access that dialog box differently.
 Mac Excel 2008 / 2011+
Quick Reference – The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)

http://breakingintowallstreet.com

The Optimal Excel Settings – IMPORTANT!

You have to go through a bunch of different steps to get Mac Excel to work properly. Let’s review those steps:

STEP 1: Go to System Preferences (⌘ + ,) outside of Excel and

select the “Keyboard” (see screenshot on the right):

STEP 2: Then, go to the “Keyboard Shortcuts” tab and then

“Keyboard & Text Input” and change the following options (see
screenshot below):

STEP 3: Then, go into the Excel Preferences or Options menu within Excel by pressing ⌘ + , inside the program and make the
following changes:
 Mac Excel 2008 / 2011+
Quick Reference – The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)

http://breakingintowallstreet.com

STEP 4: Now, go back to the System Preferences menu outside of Excel

and select Exposé & Spaces and/or “Keyboard” (depending on what’s
visible on your screen).

If you leave the Mac on its default settings, built-in shortcuts in the system
software may interfere with essential Excel shortcuts such as Ctrl +
Spacebar, so we’re going to disable some of that functionality in this part of
the process.

STEP 5: Uncheck “Enable Spaces” if you actually have the Exposé &
Spaces option and it looks something like the menu below:

STEP 6: Now, within the “Keyboard” option (if that’s available), go

to “Keyboard Shortcuts” and then “Mission Control” and DISABLE
the shortcuts shown on the right. They should be the OPPOSITE of
what’s in this screenshot.

Yes, we should really find a screenshot that has both of these

unchecked and disabled – it’s on the list (I don’t have a Mac setup
myself, which makes this difficult).

STEP 7: Go to “Spotlight” on the left-hand side and make sure

“Show Spotlight Search Field” is DISABLED. See the screenshot
below: