Excel 2003
Quick Reference – The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)
http://breakingintowallstreet.com
The Fundamentals
Ctrl + O
Ctrl + N
Ctrl + P
Ctrl + S
F12
Ctrl + F4
Alt + F4
Esc
Ctrl + C
Ctrl + X
Ctrl + V
Ctrl + Z
Ctrl + Y
Ctrl + A
Ctrl + F
Ctrl + H
Alt + Tab
Alt + T + O
F4
Open File
New File
Print
Save File
Save File As
Close File
Close Excel
Exit Dialog
Copy
Cut
Paste
Undo
Redo
Select All
Find
Replace
Switch Windows
Options Menu
Repeat Last
Action
Navigation & Data Selection
Arrow Keys
Ctrl + Arrows
Shift + Arrows
Shift + Ctrl +
Arrows
Shift + F8
Move Around
Jump to
Boundary
Select Cells
Select to
Boundary
Select Multiple
Areas
Editing Cells
F2
Del
Ctrl + Arrows
Ctrl + Shift +
Arrows
Alt + Enter
Ctrl + Enter /
Tab / Shift +
Tab
Edit Cell
Delete Cell
Contents
Skip Word(s)
Highlight
Word(s)
New Line in Cell
Edit and… Stay in
Place / Go Left /
Go Right
Rows & Columns
Ctrl + Spacebar
Shift + Spacebar
Alt + I + R
Alt + I + C
Alt + E + D
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
Insert Cut Cells
and Shift Over
Group Rows /
Columns
Ungroup Rows /
Columns
Show Rows /
Columns
Hide Rows /
Columns
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
Basic Formatting
Ctrl + 1
Alt + E + S
Alt + E + S + T
Alt + E + S + V
Alt + E + S + F
Ctrl + B
Ctrl + I
Ctrl + U
Ctrl + 5
Ctrl + Shift + &
Ctrl + Shift + –
Shift + Ctrl + ~
Shift + Ctrl + !
Shift + Ctrl + @
Shift + Ctrl + #
Shift + Ctrl + $
Shift + Ctrl + %
Shift + Ctrl + ^
=TEXT(Cell,
Format)
Alt + O + C + A
Alt + O + R + A
Alt + O + C + W
Alt + O + R + E
Alt + O + D
Format Dialog
Paste Special
Paste Formats
Paste Values
Paste Formulas
Bold
Italics
Underline
Strikethrough
Add Borders
Delete Borders
General
Number
Time
Date
Currency
Percentage
Scientific
Displays cell
using custom
format
Auto-Fit Col.
Auto-Fit Row
Column Width
Row Height
Conditional
Formatting
Dates & Times
=DATE (Year,
Month, Day)
=NETWORKDAYS
(Start, End Date)
=EOMONTH
(Start Date, #
Months)
Ctrl + Shift + ;
Ctrl + ;
Creates new
Date
Business days
in between 2
dates
Last day of
month after #
months
Current Time
Current Date
Excel 2003
Quick Reference – The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)
http://breakingintowallstreet.com
Text Tools & Functions
Alt + D + D + D
=LEFT
=RIGHT
=MID
=FIND
=SEARCH
=LEN
=SUBSTITUTE
=REPLACE
Alt + D + E
=TRIM
=PROPER
=UPPER
=LOWER
Import External
Data
Chars from left
Chars from right
Chars from…
Search for text
within text
Same, but not
case sensitive
Length of text
Replace text in
text with search
Same, but use
position instead
Text to Columns
Deletes Extra
Spaces
Capitalize All
First Letters
Make All Caps
Make All Lower
Display & Printing
Alt + W + F
Alt + V + Z
Ctrl + Mouse
Scroll Wheel
Alt + F + U
Alt + F + T + S
Alt + F + V
Alt + V + P
Alt + V + N
Freeze Panes
Zoom
Zoom
Page Setup
Set Print Range
to Selected Area
Print Preview
Page Break View
Normal View
Formulas and Calculations
=
F9
F4
Ctrl + F3
F5
Tab
Shift + F3
Alt + E + S + F
Alt + E + S + R
Ctrl + D
Ctrl + R
Ctrl + ’
F5, Alt + S + F + X
F5, Alt + S + O +
X
Ctrl + ~
=IF (ISERROR
(Formula), …)
=SUM
Alt + =
Show Formulas
Checks formula
for errors
=NPV (Discount
Rate, Cash
Flows)
=XNPV (Rate,
Values, Dates)
=IRR (Values)
Lookups & Related Functions
=VLOOKUP
(Value, Table,
Column #)
=HLOOKUP
(Value, Table,
Row #)
=MATCH (Value,
Row or Column
Range)
=INDEX (Table,
Row #, Col #)
=INDIRECT (Ref)
=ADDRESS (Row
#, Col #)
Common Built-In Functions
Enter Formula
Refresh All
Anchor Cell
Name Cell
Jump to Cell
Use Suggested
Name
Enter Built-In
Function
Paste Formulas
Paste Formats
& Formulas
Copy Down
Copy Right
Copy from
Above
Go to Formulas
Go to Constants
Match Value in
Left Column
and Return
from Column #
Match Value in
Top Row and
Return from
Row #
Find Item’s
Position in
Row/Column
Return Item at
Row # and
Column #
Returns cell at
reference given
by text
Creates cell
reference
=COUNT
=AVERAGE
=MAX
=MIN
=SUMIF
=COUNTIF
=SUMPRODUCT
=ABS
=IF
=OR
=AND
=XIRR (Values,
Dates)
Sum Numbers
Sum Adjacent
Cells
Count # Entries
Average
Maximum
Minimum
Conditional
Sum
Conditional
Count
Multiply and
Sum Range
Absolute Value
Conditional
One Must Be
True
All Must Be
True
Net Present
Value of Cash
Flows
NPV with
irregular dates
Internal Rate of
Return of
Investment
IRR with
irregular dates
Database and Array Functions
=DSUM (DB,
Field, Criteria)
=DCOUNT (DB,
Field, Criteria)
Ctrl + Shift +
Enter
=TRANSPOSE
(Rows or
Columns)
Sums records
that match
criteria
Counts records
that match
criteria
Enter Array
Function
Converts rows
to columns and
vice versa
Excel 2003
Quick Reference – The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)
http://breakingintowallstreet.com
Auditing Formulas
Ctrl + [
Ctrl + ]
Alt + T + U + T
Alt + T + U + D
Alt + T + U + A
Shift + Ctrl + {
Shift + Ctrl + }
F5 + Enter
Shift + F2
Alt + E + A + M
F5, Alt + S + C
Immediate
Precedents
Immediate
Dependents
Trace
Precedents
Trace
Dependents
Erase Traces
All Precedents
All Dependents
Jump to
Original Cell
Add/Edit
Comment
Del Comment
Highlight Cells
w/ Comments
Pivot Tables
Alt + D + P
Pivot Table
Filtering, Sorting & Validating
Alt + D + S
Alt + D + F
Alt + D + F + A
Right Mouse
Button + E + V
Alt + D + L
Sort Data
Filter Data
Advanced Data
Filter
Filter by Cell’s
Properties
Validate Data
Macros, VBA, and Forms
Alt + F11
F5 (in VBA)
F2 (in VBA)
Ctrl + G (in VBA)
Alt + V + T, Select
Forms
Alt + T + M + R
Alt + T + M + M
VBA Editor
Run Macro
Object Browser
Immediate
Window
Forms Toolbar
Record Macro
View Macros
Scenarios & Sensitivities
=CHOOSE
(Number, Item1,
Item2…)
=OFFSET(Cell, #
Rows, # Cols)
Alt + T + E
Alt + T + G
Alt + D + T
Select from List
based on
Number
Move # of Rows
and Columns
from Cell
Scenario
Manager
Goal Seek
Data Table
Drop Data Items = Calculation Area
Row/Column Fields = Categories
•
•
Row Input Cell = Discount
Rate
Column Input Cell =
Terminal Growth Rate
Graphs & Charts
Alt + I + H
Chart Wizard
(Follow
instructions in
dialog box
there)
Excel 2003
Quick Reference – The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)
http://breakingintowallstreet.com
Custom Number Formats
Example Data:
5
-1200
0
Wal-Mart
Displayed As:
5.0x
(1,200.00)
Balanced!
Model – Wal-Mart
Used For:
Valuation Multiples
Negative Expenses
Balance Sheet Checks
Titles & Headers
Text on Left: [Blue]0.0 x;[Red](#,##0.00);"Balanced!";"Model - "@
1.
2.
3.
4.
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 what’s in the cell.
[Red] and [Blue] can be used for color coding.
For more on custom number formats, please see our separate
guide – this is just a brief summary.
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.”
The Optimal Excel Settings – IMPORTANT!
Always make sure you go to the Options menu (Alt + T + O), select the
Calculation tab, and use the settings shown on the right:
Ideally, you will also disable the language bar and any plug-ins, add-ins, or
macros that interfere with shortcuts, and any programs that override built-in
Excel shortcuts.
You can disable automatic error-checking if you want, but we recommend
leaving it on unless you’re a pro; if you go the “Edit” tab you can change in
the direction the cursor moves in after editing a cell.