Mac Excel 2008 / 2011+ Quick Reference – The Most Important Keyboard Shortcuts for Finance (IB, PE, HF/AM, ER, CF, etc.)
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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 Shift + Ctrl + # Date ⌘ Workbooks & Worksheets Shift + Ctrl + $ Currency + N New Workbook Shift + Ctrl + % Percentage Navigation & Data Selection 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 ⌘ + Ctrl + V, Paste Formats =SUMPRODUCT Multiply and Text Tools & Functions ⌘ + 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 Values, Dates) irregular dates =REPLACE Same, but use Lookups & Related Functions =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 No shortcuts Element 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: