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Excel Shortcuts (BIWS)

This document provides a summary of important keyboard shortcuts in Excel 2003 and 2007 for tasks commonly used in investment banking and private equity like formatting, navigating cells and sheets, using formulas and functions, creating pivot tables and data tables, and customizing number formats and keyboard shortcuts. It includes over 50 shortcuts organized into sections like formatting, navigation, formulas, lookups, and macros.

Uploaded by

Anthony Liang
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© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PDF, TXT or read online on Scribd
1K views

Excel Shortcuts (BIWS)

This document provides a summary of important keyboard shortcuts in Excel 2003 and 2007 for tasks commonly used in investment banking and private equity like formatting, navigating cells and sheets, using formulas and functions, creating pivot tables and data tables, and customizing number formats and keyboard shortcuts. It includes over 50 shortcuts organized into sections like formatting, navigation, formulas, lookups, and macros.

Uploaded by

Anthony Liang
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as PDF, TXT or read online on Scribd
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Excel 2003 / 2007 Quick Reference The Most Important Keyboard Shortcuts for Investment Banking & Private

e 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

Workbooks & Worksheets


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 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 (Excel 2007) Freeze Panes (Excel 2003) Zoom Page Setup (Excel 2007) Page Setup (Excel 2003) Print Preview (Excel 2007) Print Preview (Excel 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 / 2007 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

Recording Macros Validating Data


Alt + D + F + A Alt + D + L Advanced Data Filter Validate Data Alt + T + M + R Alt + T + M + M Start/Stop Recording View Macros

=VLOOKUP =HLOOKUP =MATCH =INDEX

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 / 2007 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


In Excel 2007, 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.

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