Excel 2003 and 2007 / 2010

Quick Reference – The Most Important Keyboard Shortcuts for

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The Fundamentals Rows & Columns Formatting & Cleaning Data

Ctrl + O Open File Ctrl + Spacebar Select Column Ctrl + 1 Format Cells
Ctrl + N New File Shift + Spacebar Select Row Alt + E + S + T Paste Format
Ctrl + P Print Alt + I + R Insert Row Alt + E + S + V Paste Values
Ctrl + S Save File Alt + I + C Insert Column Shift + Ctrl + ~ General
Ctrl + F4 Close File Alt + E + D Delete Shift + Ctrl + ! Number
Alt + F4 Close Excel Rows/Columns Shift + Ctrl + @ Time
Esc Exit Dialog F4 Repeat Last Shift + Ctrl + # Date
Ctrl + C Copy Action Shift + Ctrl + $ Currency
Ctrl + X Cut Right Mouse Insert Cut Cells Shift + Ctrl + % Percentage
Ctrl + V Paste Button + E Shift + Ctrl + ^ Scientific
Ctrl + Z Undo Alt + D + G + G Group Rows / Ctrl + B Bold
Ctrl + Y Redo Columns Ctrl + I Italics
Ctrl + A Select All Alt + D + G + U Ungroup Rows / Ctrl + U Underline
Ctrl + F Find Columns Ctrl + 5 Strikethrough
Ctrl + H Replace Alt + D + G + S Show Rows / Ctrl + Shift + & Add Outline
Alt + Tab Switch Windows Columns Ctrl + Shift + - Delete Outline
Alt + D + G + H Hide Rows / Alt + O + C + A Auto-Fit Col.
Navigation & Data Selection Columns Alt + O + R + A Auto-Fit Row
Alt + O + C + W Column Width
Arrow Keys Move Left, Right,
Workbooks & Worksheets Alt + O + D Conditional
Up, Down
Formatting
Ctrl + Arrows Jump to Ctrl + N New Workbook
Alt + D + E Text to Columns
Boundary Ctrl + Tab Switch
=TRIM Remove Extra
Shift + Arrows Select Multiple Workbook
Spaces
Cells Shift + F11 New Worksheet
=PROPER Fix
Shift + Ctrl + Select to Alt + E + L Del Worksheet
Capitalization
Arrows Boundary Ctrl + PgUp Move to Left
Alt + D + S Sort Data
Shift + F8 Select Multiple Worksheet
Areas Ctrl + PgDn Move to Right
Worksheet Display & Printing
Manipulating Cells Alt + E + M Move / Copy Alt + W + F + F Freeze Panes
Worksheet (2007 / 2010)
F2 Edit Cell
Shift + Ctrl + Select Multiple Alt + W + F Freeze Panes
Del Delete Cell
PgUp/PgDn Worksheets (2003)
Contents
Alt + O + H + H Hide Worksheet Alt + V + Z Zoom
Ctrl + Arrows Skip Word(s)
Alt + O + H + U Show Alt + P + S + P Page Setup
Ctrl + Shift + Highlight
Worksheets (2007 / 2010)
Arrows Word(s)
Alt + O + H + R Rename Alt + F + U Page Setup
Ctrl + F3 Name Cell
Worksheet (2003)
F5 Jump to Cell
Alt + O + H + T Color Tab Alt + F + W + V Print Preview
(2007 / 2010)
Alt + F + V Print Preview
(2003)
 Excel 2003 and 2007 / 2010
Quick Reference – The Most Important Keyboard Shortcuts for
Investment Banking & Private Equity

http://breakingintowallstreet.com

Formula Fundamentals Common Built-In Functions Auditing Formulas

= Enter Formula =SUM Sum Numbers Alt + T + U + T Trace
Shift + F3 Built-In Alt + = Sum Adjacent Precedents
Functions Cells Alt + T + U + D Trace
Alt + E + S + F Paste Formulas =COUNT Count # Entries Dependents
Alt + E + S + R Paste Formats =AVERAGE Average Alt + T + U + A Erase Traces
& Formulas =MAX Maximum Shift + Ctrl + { All Precedents
Ctrl + D Copy Down =MIN Minimum Shift + Ctrl + } All Dependents
Ctrl + R Copy Right =SUMIF Conditional Ctrl + { Highlight
F4 Anchor Cell Sum Precedents
Alt + E + S + L Paste Link =COUNTIF Conditional Ctrl + } Highlight
F5, Alt + S + F + X Go to Formulas Count Dependents
F5, Alt + S + O + Go to Constants =SUMPRODUCT Multiply/Sum F5 + Enter Jump to
X Range Original Cell
Ctrl + ~ + = Show Formulas =ABS Absolute Value Shift + F2 Add/Edit
=IF Conditional Comment
Lookups & Scenarios =OR At Least 1 Must Alt + E + A + M Del Comment
Be True F5, Alt + S + C Highlight
=CHOOSE Select from List
=AND All Must Be Comments
=OFFSET Move # of
True
Rows/Columns
from Cell Recording Macros
=VLOOKUP Find Based on Validating Data Alt + T + M + R Start/Stop
Column Alt + D + F + A Advanced Data Recording
=HLOOKUP Find Based on Filter Alt + T + M + M View Macros
Row Alt + D + L Validate Data
=MATCH Find Item’s
Position
=INDEX Find Item

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

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.

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 it’s 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.