Excel 2003

Quick Reference – The Most Important Keyboard Shortcuts for

Finance (IB, PE, HF/AM, ER, CF, etc.)

http://breakingintowallstreet.com

The Fundamentals Rows & Columns Basic Formatting

Ctrl + O Open File Ctrl + Spacebar Select Column Ctrl + 1 Format Dialog
Ctrl + N New File Shift + Spacebar Select Row Alt + E + S Paste Special
Ctrl + P Print Alt + I + R Insert Row Alt + E + S + T Paste Formats
Ctrl + S Save File Alt + I + C Insert Column Alt + E + S + V Paste Values
F12 Save File As Alt + E + D Delete Alt + E + S + F Paste Formulas
Ctrl + F4 Close File Rows/Columns Ctrl + B Bold
Alt + F4 Close Excel Right Mouse Insert Cut Cells Ctrl + I Italics
Esc Exit Dialog Button + E and Shift Over Ctrl + U Underline
Ctrl + C Copy Alt + D + G + G Group Rows / Ctrl + 5 Strikethrough
Ctrl + X Cut Columns Ctrl + Shift + & Add Borders
Ctrl + V Paste Alt + D + G + U Ungroup Rows / Ctrl + Shift + – Delete Borders
Ctrl + Z Undo Columns Shift + Ctrl + ~ General
Ctrl + Y Redo Alt + D + G + S Show Rows / Shift + Ctrl + ! Number
Ctrl + A Select All Columns Shift + Ctrl + @ Time
Ctrl + F Find Alt + D + G + H Hide Rows / Shift + Ctrl + # Date
Ctrl + H Replace Columns Shift + Ctrl + $ Currency
Alt + Tab Switch Windows Shift + Ctrl + % Percentage
Alt + T + O Options Menu Workbooks & Worksheets Shift + Ctrl + ^ Scientific
F4 Repeat Last =TEXT(Cell, Displays cell
Ctrl + N New Workbook
Action Format) using custom
Ctrl + Tab Switch
format
Workbook
Navigation & Data Selection Alt + O + C + A Auto-Fit Col.
Shift + F11 New Worksheet
Alt + O + R + A Auto-Fit Row
Arrow Keys Move Around Alt + E + L Del Worksheet
Alt + O + C + W Column Width
Ctrl + Arrows Jump to Ctrl + PgUp Move to Left
Alt + O + R + E Row Height
Boundary Worksheet
Alt + O + D Conditional
Shift + Arrows Select Cells Ctrl + PgDn Move to Right
Formatting
Shift + Ctrl + Select to Worksheet
Arrows Boundary Alt + E + M Move / Copy
Shift + F8 Select Multiple Worksheet Dates & Times
Areas Shift + Ctrl + Select Multiple =DATE (Year, Creates new
PgUp / PgDn Worksheets Month, Day) Date
Editing Cells Alt + O + H + H Hide Worksheet =NETWORKDAYS Business days
Alt + O + H + U Show (Start, End Date) in between 2
F2 Edit Cell
Worksheets dates
Del Delete Cell
Alt + O + H + R Rename =EOMONTH Last day of
Contents
Worksheet (Start Date, # month after #
Ctrl + Arrows Skip Word(s)
Alt + O + H + T Color Tab Months) months
Ctrl + Shift + Highlight
Ctrl + Shift + ; Current Time
Arrows Word(s)
Ctrl + ; Current Date
Alt + Enter New Line in Cell
Ctrl + Enter / Edit and… Stay in
Tab / Shift + Place / Go Left /
Tab Go Right
 Excel 2003
Quick Reference – The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)

http://breakingintowallstreet.com

Text Tools & Functions Formulas and Calculations Common Built-In Functions
Alt + D + D + D Import External = Enter Formula =SUM Sum Numbers
Data F9 Refresh All Alt + = Sum Adjacent
=LEFT Chars from left F4 Anchor Cell Cells
=RIGHT Chars from right Ctrl + F3 Name Cell =COUNT Count # Entries
=MID Chars from… F5 Jump to Cell =AVERAGE Average
=FIND Search for text Tab Use Suggested =MAX Maximum
within text Name =MIN Minimum
=SEARCH Same, but not Shift + F3 Enter Built-In =SUMIF Conditional
case sensitive Function Sum
=LEN Length of text Alt + E + S + F Paste Formulas =COUNTIF Conditional
=SUBSTITUTE Replace text in Alt + E + S + R Paste Formats Count
text with search & Formulas =SUMPRODUCT Multiply and
=REPLACE Same, but use Ctrl + D Copy Down Sum Range
position instead Ctrl + R Copy Right =ABS Absolute Value
Alt + D + E Text to Columns Ctrl + ’ Copy from =IF Conditional
=TRIM Deletes Extra Above =OR One Must Be
Spaces F5, Alt + S + F + X Go to Formulas True
=PROPER Capitalize All F5, Alt + S + O + Go to Constants =AND All Must Be
First Letters X True
=UPPER Make All Caps Ctrl + ~ Show Formulas =NPV (Discount Net Present
=LOWER Make All Lower =IF (ISERROR Checks formula Rate, Cash Value of Cash
(Formula), …) for errors Flows) Flows
Display & Printing =XNPV (Rate, NPV with
Lookups & Related Functions Values, Dates) irregular dates
Alt + W + F Freeze Panes
=IRR (Values) Internal Rate of
Alt + V + Z Zoom =VLOOKUP Match Value in
Return of
Ctrl + Mouse Zoom (Value, Table, Left Column
Investment
Scroll Wheel Column #) and Return
=XIRR (Values, IRR with
Alt + F + U Page Setup from Column #
Dates) irregular dates
Alt + F + T + S Set Print Range =HLOOKUP Match Value in
to Selected Area (Value, Table, Top Row and
Alt + F + V Print Preview Row #) Return from Database and Array Functions
Alt + V + P Page Break View Row # =DSUM (DB, Sums records
Alt + V + N Normal View =MATCH (Value, Find Item’s Field, Criteria) that match
Row or Column Position in criteria
Range) Row/Column =DCOUNT (DB, Counts records
=INDEX (Table, Return Item at Field, Criteria) that match
Row #, Col #) Row # and criteria
Column # Ctrl + Shift + Enter Array
=INDIRECT (Ref) Returns cell at Enter Function
reference given =TRANSPOSE Converts rows
by text (Rows or to columns and
=ADDRESS (Row Creates cell Columns) vice versa
#, Col #) reference
 Excel 2003
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 Alt + D + S Sort Data Alt + F11 VBA Editor
Precedents Alt + D + F Filter Data F5 (in VBA) Run Macro
Ctrl + ] Immediate Alt + D + F + A Advanced Data F2 (in VBA) Object Browser
Dependents Filter Ctrl + G (in VBA) Immediate
Alt + T + U + T Trace Right Mouse Filter by Cell’s Window
Precedents Button + E + V Properties Alt + V + T, Select Forms Toolbar
Alt + T + U + D Trace Alt + D + L Validate Data Forms
Dependents Alt + T + M + R Record Macro
Alt + T + U + A Erase Traces Alt + T + M + M View Macros
Shift + Ctrl + { All Precedents
Shift + Ctrl + } All Dependents
F5 + Enter Jump to
Original Cell
Shift + F2 Add/Edit
Comment
Alt + E + A + M Del Comment
F5, Alt + S + C Highlight Cells
w/ Comments

Pivot Tables Scenarios & Sensitivities

Alt + D + P Pivot Table =CHOOSE Select from List Graphs & Charts
(Number, Item1, based on Alt + I + H Chart Wizard
Item2…) Number (Follow
=OFFSET(Cell, # Move # of Rows instructions in
Rows, # Cols) and Columns dialog box
from Cell there)
Alt + T + E Scenario
Manager
Alt + T + G Goal Seek
Alt + D + T Data Table

Drop Data Items = Calculation Area

Row/Column Fields = Categories

• Row Input Cell = Discount

Rate
• Column Input Cell =
Terminal Growth Rate
 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: 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 – 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.