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.