Scribd Logo
Upload

Welcome to Scribd!

  • 2K views

    BIWS Excel Shortcuts

    Uploaded by

    Leo Dahut
    This document provides a summary of important keyboard shortcuts in Excel 2003, 2007, and 2010 for tasks related to investment banking and private equity modeling. It includes shortcuts for formatting, navigation, formulas, functions, lookups, pivot tables, and more. Custom shortcuts can also be added. Care should be taken when using circular references to ensure manual calculation and a maximum iteration count is set.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd

    BIWS Excel Shortcuts

    Uploaded by

    Leo Dahut
    2K views3 pages
    This document provides a summary of important keyboard shortcuts in Excel 2003, 2007, and 2010 for tasks related to investment banking and private equity modeling. It includes shortcuts for formatting, navigation, formulas, functions, lookups, pivot tables, and more. Custom shortcuts can also be added. Care should be taken when using circular references to ensure manual calculation and a maximum iteration count is set.

    Copyright

    © Attribution Non-Commercial (BY-NC)

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This document provides a summary of important keyboard shortcuts in Excel 2003, 2007, and 2010 for tasks related to investment banking and private equity modeling. It includes shortcuts for formatting, navigation, formulas, functions, lookups, pivot tables, and more. Custom shortcuts can also be added. Care should be taken when using circular references to ensure manual calculation and a maximum iteration count is set.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    2K views3 pages

    BIWS Excel Shortcuts

    Uploaded by

    Leo Dahut
    This document provides a summary of important keyboard shortcuts in Excel 2003, 2007, and 2010 for tasks related to investment banking and private equity modeling. It includes shortcuts for formatting, navigation, formulas, functions, lookups, pivot tables, and more. Custom shortcuts can also be added. Care should be taken when using circular references to ensure manual calculation and a maximum iteration count is set.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 3
    At a glance
    Powered by AI
    The document provides an overview of important keyboard shortcuts for Excel 2003, 2007, and 2010 with a focus on shortcuts useful for investment banking and private equity work.

    Some important keyboard shortcuts mentioned include Ctrl+C to copy, Ctrl+V to paste, F2 to edit cells, arrow keys to navigate, Alt+Tab to switch windows, and Ctrl+P to print.

    Examples of custom number formats mentioned include displaying values as 5.0x for valuation multiples, (1,200.00) for negative expenses, and Balanced! for balance sheet checks.

    Excel 2003 and 2007 / 2010 Quick Reference The Most Important Keyboard Shortcuts for Investment Banking

    g & Private Equity http://breakingintowallstreet.com

    The Fundamentals
    Ctrl + O Ctrl + N Ctrl + P Ctrl + S Ctrl + F4 Alt + F4 Esc Ctrl + C Ctrl + X Ctrl + V Ctrl + Z Ctrl + Y Ctrl + A Ctrl + F Ctrl + H Alt + Tab Open File New File Print Save File Close File Close Excel Exit Dialog Copy Cut Paste Undo Redo Select All Find Replace Switch Windows

    Rows & Columns


    Ctrl + Spacebar Shift + Spacebar Alt + I + R Alt + I + C Alt + E + D F4 Right Mouse Button + E Alt + D + G + G Alt + D + G + U Alt + D + G + S Alt + D + G + H Select Column Select Row Insert Row Insert Column Delete Rows/Columns Repeat Last Action Insert Cut Cells Group Rows / Columns Ungroup Rows / Columns Show Rows / Columns Hide Rows / Columns

    Formatting & Cleaning Data


    Ctrl + 1 Alt + E + S + T Alt + E + S + V Shift + Ctrl + ~ Shift + Ctrl + ! Shift + Ctrl + @ Shift + Ctrl + # Shift + Ctrl + $ Shift + Ctrl + % Shift + Ctrl + ^ Ctrl + B Ctrl + I Ctrl + U Ctrl + 5 Ctrl + Shift + & Ctrl + Shift + Alt + O + C + A Alt + O + R + A Alt + O + C + W Alt + O + D Alt + D + E =TRIM =PROPER Alt + D + S Format Cells Paste Format Paste Values General Number Time Date Currency Percentage Scientific Bold Italics Underline Strikethrough Add Outline Delete Outline Auto-Fit Col. Auto-Fit Row Column Width Conditional Formatting Text to Columns Remove Extra Spaces Fix Capitalization Sort Data

    Navigation & Data Selection


    Arrow Keys Ctrl + Arrows Shift + Arrows Shift + Ctrl + Arrows Shift + F8 Move Left, Right, Up, Down Jump to Boundary Select Multiple Cells Select to Boundary Select Multiple Areas Ctrl + N Ctrl + Tab Shift + F11 Alt + E + L Ctrl + PgUp Ctrl + PgDn Alt + E + M Shift + Ctrl + PgUp/PgDn Alt + O + H + H Alt + O + H + U Alt + O + H + R Alt + O + H + T

    Workbooks & Worksheets


    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 Worksheets Rename Worksheet Color Tab

    Display & Printing


    Alt + W + F + F Alt + W + F Alt + V + Z Alt + P + S + P Alt + F + U Alt + F + W + V Alt + F + V Freeze Panes (2007 / 2010) Freeze Panes (2003) Zoom Page Setup (2007 / 2010) Page Setup (2003) Print Preview (2007 / 2010) Print Preview (2003)

    Manipulating Cells
    F2 Del Ctrl + Arrows Ctrl + Shift + Arrows Ctrl + F3 F5 Edit Cell Delete Cell Contents Skip Word(s) Highlight Word(s) Name Cell Jump to Cell

    Excel 2003 and 2007 / 2010 Quick Reference The Most Important Keyboard Shortcuts for Investment Banking & Private Equity http://breakingintowallstreet.com

    Formula Fundamentals
    = Shift + F3 Alt + E + S + F Alt + E + S + R Ctrl + D Ctrl + R F4 Alt + E + S + L F5, Alt + S + F + X F5, Alt + S + O + X Ctrl + ~ + = Enter Formula Built-In Functions Paste Formulas Paste Formats & Formulas Copy Down Copy Right Anchor Cell Paste Link Go to Formulas Go to Constants Show Formulas

    Common Built-In Functions


    =SUM Alt + = =COUNT =AVERAGE =MAX =MIN =SUMIF =COUNTIF =SUMPRODUCT =ABS =IF =OR =AND Sum Numbers Sum Adjacent Cells Count # Entries Average Maximum Minimum Conditional Sum Conditional Count Multiply/Sum Range Absolute Value Conditional At Least 1 Must Be True All Must Be True

    Auditing Formulas
    Alt + T + U + T Alt + T + U + D Alt + T + U + A Shift + Ctrl + { Shift + Ctrl + } Ctrl + { Ctrl + } F5 + Enter Shift + F2 Alt + E + A + M F5, Alt + S + C Trace Precedents Trace Dependents Erase Traces All Precedents All Dependents Highlight Precedents Highlight Dependents Jump to Original Cell Add/Edit Comment Del Comment Highlight Comments

    Lookups & Scenarios


    =CHOOSE =OFFSET Select from List Move # of Rows/Columns from Cell Find Based on Column Find Based on Row Find Items Position Find Item

    =VLOOKUP =HLOOKUP =MATCH =INDEX

    Validating Data
    Alt + D + F + A Alt + D + L Advanced Data Filter Validate Data

    Recording Macros
    Alt + T + M + R Alt + T + M + M Start/Stop Recording View Macros

    Pivot Tables
    Alt + D + P Pivot Table

    Data Tables
    Alt + D + T Data Table

    Drop Data Items = Calculation Area Row/Column Fields = Categories

    Row Input Cell = Purchase Price Column Input Cell = EBITDA Multiple

    Excel 2003 and 2007 / 2010 Quick Reference The Most Important Keyboard Shortcuts for Investment Banking & Private Equity http://breakingintowallstreet.com

    Custom Number Formats


    Example Data: 5 -1200 0 WallSoft 1. 2. 3. Displayed As: 5.0x (1,200.00) Balanced! Model - WallSoft Used For: Valuation Multiples Negative Expenses Balance Sheet Checks Titles & Headers

    The order for Custom Number Formats is: [Positive Style]; [Negative Style]; [Zero Style]; [Text Style] If you include the @ symbol and text, the text will appear and the @ will be replaced by whats in the cell. [Red] and [Blue] can be used for color coding.

    Custom Keyboard Shortcuts Excel 2007 / 2010


    In Excel 2007 and 2010, 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 its assigned to. Here, Alt + 5 would decrease decimal places.

    Custom Keyboard Shortcuts Excel 2003


    In Excel 2003, you have to right click the toolbar first, go to Customize, then right click the button you want to add a shortcut for, change the Name to the & symbol and then the shortcut key you want, and then click Image and Text.

    Iterations & Circularity


    Always make sure Workbook Calculation is set to Manual and Enable Iterative Calculations is checked with Maximum Iterations set to 100 when working with circular references they occur most often in LBO models.

    You might also like