TTS Turbo Macros & Shortcut Keys

Installation and Users Guide

Preparing Financial Professionals for Success

1999-2009 Training The Street, Inc. All rights reserved. TTS_Turbo_Macros_v6.6.ppt 10/27/09

About Training g The Street

The firm:
Training The Street (TTS) offers state-of-the-art, instructor-led courses in financial modeling and valuation for finance professionals. Founded in 1999, TTS is the worlds leading financial learning services company offering targeted and customized training courses to corporate and educational clients. Through the use of highly effective, intuitive teaching methods in an interactive, multimedia setting, our mission is to teach you the everyday valuation techniques and financial modeling skills that experienced professionals use at work so you can use them the very next morning. In short, through a mix of hands-on instruction, practical illustrations, group projects, computer exercises, visual presentations, and mini-lectures, we teach you real-world applications of finance theory in a way that brings corporate valuation and financial modeling to life life.

The team:
With more than 100 years of combined professional and teaching experience, TTS's instructors have worked across a broad spectrum of industries-from high-technology to retail-and across a wide range of financial disciplines-from investment banking, accounting, and financial research to global trade finance and credit risk management. We have executed LBOs and M&A t transactions, ti and d worked k d with ith b both th d debt bt and d equity it products, d t i including l di public bli offerings ff i and d private i t placements. l t Th Through h our extensive exposure to deal flow on several continents and across firms, we have built a conceptual reservoir of global transactions, client experiences, situational dilemmas, and anecdotal cases that enrich the examples we select and the way we teach. That experience enables us to simulate the feel of a real deal in our courses

Careers at TTS:
Training the Street is always looking to add talented people to the team. If you have completed a two or more years of investment banking experience and have a desire to instruct in a training context, contact us at jobs@trainingthestreet.com. Previous teaching experience is not necessary, but is helpful. If you can offer a unique opportunity or perspective to training, please contact us as well. Training the Street also has the need for part-time, summer employees to serve as Teaching Associates during the summer training programs at various investment banks across the nation. Length of employment can vary from a few weeks to a few months to a full-time associate position. For more information, contact us at jobs@trainingthestreet.com.

1999-2009 Training The Street, Inc. All rights reserved.

Training a g The e St Street eet & Your ou Ca Career ee Path at

Training The Street leads seminars at the worlds most prestigious firms and universities. TTS hopes to earn your trust by providing you with the same quality and service that our clients expect from the leader in corporate valuation and financial modeling training.
University Offerings
Corporate Valuation
Initial preparation for successful interview 1 or 2 days

Upcoming Public Courses

Evening / Weekend Corporate Valuation & Modeling
Evenings: Oct 26 Nov 18 Weekends: Jan 16 17 and 23 - 24 2 days New York City

Financial Modeling
Core preparation for internship / full-time

Missed Us on Campus?
Flexible Corporate Valuation November 21, 2009 New York City New York City San Francisco Chicago L Angeles Los A l

Modeling Complex Transactions

LBO Modeling (1/2 1 day) M&A Modeling (1/2 1 day)

Core Training Programs

Weekday classes offered almost every month Flexible

Private Equity Workshops

Learning the dynamics of the industry and ace the PE interview including transition training

International Courses Investment Management Workshops

Valuation and modeling fundamentals in preparation for jobs in sell-side and buy-side investment research 1 day Sept 27 Oct 1 Oct 26 Oct 30 Nov 20 Nov 26 Dubai Mumbai London

Self Study
The convenience of self study and the dynamic training of TTS

Over 250 pages + Excel models and video

One-on-one PE Interview Prep

Inquire at PEinterviewcoaching@trainingthestreet.com

Find Out More

Call us at (800) 887-1320 or visit www.trainingthestreet.com www trainingthestreet com 1999-2009 Training The Street, Inc. All rights reserved.

TTS Self Study y

TTS now proudly offers self study for individual purchase!
Innovative blend of a reference course pack, on-demand videos and dynamic Excel modeling just like the classroom!

Please visit www.trainingthestreet.com for more information.

Fundamentals of Corporate Valuation
Designed for self-paced learning, Fundamentals of Corporate Valuation offers a practical guide to the application of crucial methods of valuation. Two books containing over 250 pages (main resource book + real world case study) Online video tutorials covering advanced topics in valuation Excel models including sample discounted cash flow model and other valuation models Enhances the live seminar experience! More detail, examples and exercises Hotwords glossary for interview preparation Sample technical questions and quizzes Excel models

Front and back cover of main resource book

1999-2009 Training The Street, Inc. All rights reserved.

TTS SO One-on-One e o O e Interview te e Coac Coaching g

Best-in-class service. TTS offers the premiere one-on-one PRIVATE EQUITY and INVESTMENT BANKING interview coaching service Tailored to each clients client s needs needs. Interview coaching aims to demystify the interview process and deliver the most powerful information and techniques as efficiently as possible to each individual client A wise investment in your future. We help clients secure offers with top investment banks and PE firms

PRIVATE EQUITY
Learn what matters most to a PE investor
Quantitative LBO analysis and modeling Common questions, most compelling answers Simulated interview practice & feedback PE business evaluation Communicate like a PE investor SWOT: rsum review & tactical messaging

INVESTMENT BANKING
Nail the fit interview with confidence & ease
Discuss IB valuation techniques like a pro Common questions, most compelling answers Simulated interview practice & feedback Refine view of banking as a client business Crystallize & apply finance/accounting skills SWOT: rsum review & tactical messaging

TTS LEAD INTERVIEW COACH

Lead interview coach, Trevor Nelson, has years of experience in private equity investing and financial transactions having worked at Texas Pacific Group (TPG), Harvest Partners, and Lehman Brothers. At TPG and Harvest Partners, Trevor evaluated and completed numerous transactions across a variety of industries. Prior to Harvest, Trevor worked in the M&A group at Lehman Brothers. Trevor is a graduate of Northwestern University.

To learn more or to arrange a coaching session, please contact TTS at: i t i interviewcoaching@trainingthestreet.com hi @t i i th t t
1999-2009 Training The Street, Inc. All rights reserved.

Commonly Used Excel Shortcut Keys and Functions

Commonly y Used Shortcut Keys y

Action
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

Excel 97-2003
Keystroke

Keystroke
F4 (in edit cell mode (F2)) Alt T U Alt T U T Alt T U D Alt T U A Alt+= Alt+ Ctrl+Shift+7 Ctrl+Underscore (Ctrl+Shift+) Alt E A Shift+F2 (or Alt I M) Alt E A M Ctrl+C / Ctrl+X Ctrl+V (or Enter) Ctrl+C, Alt E S T Ctrl+C Alt E S F Ctrl+C, Ctrl+ / Ctrl++ Shift+Backspace F2 Ctrl+R / Ctrl+D Ctrl+Shift+P Ctrl+1 (or Alt O E) Alt I F (or Shift+F3) F5 (or Ctrl+G)
25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48

Action
Go to end (contiguous range) Group rows or columns ...Hide grouped range ...Show grouped range ...Ungroup Ungroup rows or columns Highlight a contiguous range Highlight entire column / row Move a sheet / Copy a sheet Name a cell Page Break Preview / Normal Page setup Print Print preview Redo Rename sheet Repeat Replace Set p print area Tools options Undo Workbooks toggle Worksheets move between Zoom sizing / return to 100%

Anchoring cells Auditing toolbar ...Trace precedents ...Trace dependents ...Remove arrows Auto sum Borders outside area Borders remove all Clear Comment inserting Comment deleting Copy / Cut Paste (after copy or cut) Copy, Paste special formats Copy Paste special formulas Copy, Delete / Insert Deselect to original cell Edit cell / Highlight precedents Fill right g / Fill down Font change size Format cells Function inserting Go to

Ctrl+Arrow Keys Alt D G (or Shift+Alt+) Alt D G H Alt D G S Alt D G G (or Shift+Alt+) Ctrl+Shift+Arrow Keys Ctrl+Spacebar / Shift+Spacebar Alt E M / Alt E M, Alt+C Alt I N D (or Ctrl+F3) Alt V P / Alt V N Alt F U Ctrl+P (or Alt F P) Alt F V Ctrl+Y Alt O H R F4 Ctrl+H Alt F T S Alt T O Ctrl+Z Ctrl+Tab Ctrl+Page Up / Ctrl+Page Down Alt V Z / Alt V Z 1

Go to precedent cell(s) / Return Ctrl+[ / F5, Enter

Go to constants (highlight inputs) F5, Alt+S O X

1999-2009 Training The Street, Inc. All rights reserved.

Commonly y Used Functions

To insert a function in a cell, use either Alt I F or Shift+F3 (Function Wizard).
Note: If typing the syntax of a formula, Ctrl+A shows the function arguments.

Excel 97-2003

Type of Function
Absolute function And function Choose function Columns function Comp. annual growth rate Count function Hlookup function If statement Net present value Offset function Or function Sum-of-years digits deprec. Text function Vlookup function
1 N

Common Use
Parity check If statement logic Scenarios To count N periods (e.g., rate function) IRR and growth over a period (1) Data mining Used to reference inputs on an output page Error handling and switches Discounted cash flow analysis (2) Scenarios If statement logic Modeling depreciation , titles, , and subtitles Footnotes, Used to reference inputs on an output page

Formula
=ABS(number) =AND(logical argument1, logical argument2..) =CHOOSE(index number, value1, value2..) =COLUMNS(reference range) =RATE(periods, payment, -PV, FV, type) =COUNT(value1, value2, value3..) =HLOOKUP(lookup, array, row index, range lookup) =IF(logical test, value if true, value if false) =NPV(rate, value1, value2, value3..) =OFFSET(reference, rows, columns, height, width) =OR(logical argument1, logical argument2..) =SYD(cost, salvage, life, period) =TEXT(value, ( , format of text) ) =VLOOKUP(lookup, array, col. index, range lookup)

(1) Compound annual growth rate formula:

FV 1 PV
(2) Net present value formula:

CF1 CF2 CFN + + ... 1 2 (1 + r) (1 + r) (1 + r)N

1999-2009 Training The Street, Inc. All rights reserved.

Commonly y Used Shortcut Keys y

Action
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

Excel 2007
Keystroke

Keystroke
F4 (in edit cell mode (F2)) Alt M A Alt M P Alt M D Alt M A A Alt+= Alt+ Ctrl+Shift+7 Ctrl+Underscore (Ctrl+Shift+) Alt H E Shift+F2 (or Alt R C) Alt R D Ctrl+C / Ctrl+X Ctrl+V (or Enter) Ctrl+C, Alt H V S T Ctrl+C Alt H V F Ctrl+C, Ctrl+ / Ctrl++ Shift+Backspace F2 Ctrl+R / Ctrl+D Alt H F S (or Ctrl+Shift+P, Alt S) Ctrl+1 (or Alt H O E) Alt M F (or Shift+F3) F5 (or Ctrl+G)
25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48

Action
Go to end (contiguous range) Group rows or columns ...Hide grouped range ...Show grouped range ...Ungroup Ungroup rows or columns Highlight a contiguous range Highlight entire column / row Move a sheet / Copy a sheet Name a cell Page Break Preview / Normal Page setup Print Print preview Redo Rename sheet Repeat Replace Set p print area Tools (Excel) options Undo Workbooks toggle Worksheets move between Zoom sizing / return to 100%

Anchoring cells Auditing toolbar ...Trace precedents ...Trace dependents ...Remove arrows Auto sum Borders outside area Borders remove all Clear Comment inserting Comment deleting Copy / Cut Paste (after copy or cut) Copy, Paste special formats Copy Paste special formulas Copy, Delete / Insert Deselect to original cell Edit cell / Highlight precedents Fill right g / Fill down Font change size Format cells Function inserting Go to

Ctrl+Arrow Keys Alt A G G (or Shift+Alt+) Alt A H Alt A J Alt A U U U (or Shift+Alt+) Ctrl+Shift+Arrow Keys Ctrl+Spacebar / Shift+Spacebar Alt H O M, Alt+C Alt M M D (or Alt M N N) Alt W I / Alt W L Alt P S P Ctrl+P (or Alt F P) Alt F W V Ctrl+Y Alt H O R F4 Ctrl+H Alt P R S Alt F I Ctrl+Z Ctrl+Tab Ctrl+Page Up / Ctrl+Page Down Alt W Q / Alt W J

Go to precedent cell(s) / Return Ctrl+[ / F5, Enter

Go to constants (highlight inputs) F5, Alt+S O X

1999-2009 Training The Street, Inc. All rights reserved.

Commonly y Used Functions

To insert a function in a cell, use either Alt M F or Shift+F3 (Function Wizard).
Note: If typing the syntax of a formula, Ctrl+A shows the function arguments.

Excel 2007

Type of Function
Absolute function And function Choose function Columns function Comp. annual growth rate Count function Hlookup function If statement Net present value Offset function Or function Sum-of-years digits deprec. Text function Vlookup function

Common Use
Parity check If statement logic Scenarios To count N periods (e.g., rate function) IRR and growth over a period (1) Data mining Used to reference inputs on an output page Error handling and switches Discounted cash flow analysis (2) Scenarios If statement logic Modeling depreciation Footnotes titles Footnotes, titles, and subtitles Used to reference inputs on an output page

Formula
=ABS(number) =AND(logical argument1, logical argument2..) ( number, value1, value2..) ) =CHOOSE(index =COLUMNS(reference range) =RATE(periods, payment, -PV, FV, type) =COUNT(value1, value2, value3..) =HLOOKUP(lookup, array, row index, range lookup) =IF(logical IF(logical test test, value if true true, value if false) =NPV(rate, value1, value2, value3..) =OFFSET(reference, rows, columns, height, width) =OR(logical argument1, logical argument2..) =SYD(cost, salvage, life, period) =TEXT(value, TEXT(value format of text) =VLOOKUP(lookup, array, col. index, range lookup)

(1) Compound annual growth rate formula:

FV 1 PV
1 N

(2) Net present value formula:

CF1 CF2 CFN + + ... 1 2 (1 + r) (1 + r) (1 + r)N

1999-2009 Training The Street, Inc. All rights reserved.

10

TTS Turbo Macros Overview

Want to be on our macros update list? Email us at info@trainingthestreet.com

TTS Turbo Macros* Overview

Useful Excel tools to improve efficiency
Formatting F tti
Font Color toggle Pattern toggle Border toggle Number toggle Alignment toggle Increase decimals Decrease decimals Increase zoom Decrease zoom Trace precedents Disable F1 key
* As with most Excel macros, you lose the functionality of Edit Undo (Ctrl + Z) after executing a macro

Functionality

Ability to customize! Excel Add-In (.xla)

Allows p portability y

1999-2009 Training The Street, Inc. All rights reserved.

12

Adding g TTS Turbo Macros

1) Go to Windows Explorer and copy both the .tts and .xla TTS Turbo Macro files 2) Alt+Tab back to Excel 3) Go to Tools, Add-Ins (Alt T, I)
Excel 2003

3)

Go to Office Button, Excel Options, Add-ins, Manage: g Excel Add-ins, , Go (Alt F I A A, , Alt+G)
Excel 2007

4) Click on Browse Browse

DO NOT change your default location Microsoft\AddIns folder Only the xla file will appear The .tts file is there but hidden

5) ) Paste both TTS Turbo Macro files

The Macro automatically loads when Excel is opened May have to deselect, click OK & reselect if not working

6) Double-click on the TTS Turbo Macro file

The TTS Turbo Macro should now appear as an available add-in
13
1999-2009 Training The Street, Inc. All rights reserved.

Disabling g F1 - Help p Menu

Disables F1 key to prevent Mi Microsoft ft Help H l f from opening i Permanent will remember last setting! Access by y Ctrl+Shift+1
Menu bar will show status of either Enabled Enabled or Disabled Disabled. The default setting is Disabled.

* Default status is set to Disabled -

1999-2009 Training The Street, Inc. All rights reserved.

14

Customizing g TTS Turbo Macros

Access Turbo TTS Options by Ctrl+Shift+S Access option tabs
Shortcut Keys (assign shortcuts) Number Format (choose number format) Font Color (choose font colors) Pattern Toggle (choose fill colors) Other (zoom increment, color palate)

* When settings are changed changed, you may notice Excel saving to the XLA file file. This may take a few seconds as the toolkit is storing your settings. After this pause, Excel should work regularly.
1999-2009 Training The Street, Inc. All rights reserved.

15

TTS Turbo Macros - Shortcut Keys y

Macro Type Turbo Color Toggle Turbo Fill Toggle Turbo Border Toggle Turbo Number Toggle Description Toggles blue, green, red and black Toggles light yellow, light turquoise, gray (25%) and none Toggles top border, right border, top with right border and none Toggles Number: #,##0.0_);(#,##0.0) Currency: $#,##0.0_);($#,##0.0) Percentage: #,##0.0%_);(#,##0.0%) Multiple: #,##0.0x General format Toggles center across selection, left alignment, right alignment and general Increases decimal by 1 place D Decreases d decimal i lb by 1 place l Increases zoom by 5% Decreases zoom by 5% Traces cells cell s precedents Turns F1 on / off Hides TTS Turbo Macros Toolbar Customize macros functionality Shortcut Ctrl + Shift + C Ctrl + Shift + V Ctrl + Shift + D Ctrl + Shift + N

Turbo Alignment Toggle Turbo Increase Decimal T b D Turbo Decrease D Decimal i l Turbo Increase Zoom Turbo Decrease Zoom Turbo Precedent Tracer Disable F1 Key Turbo Toolbar TTS Turbo Options

Ctrl + Shift + M Ctrl + Shift + , Ct l + Shift + . Ctrl Ctrl + Shift + J Ctrl + Shift + K Ctrl + Shift + T Ctrl + Shift + 1 Ctrl + Shift + E Ctrl + Shift + S

1999-2009 Training The Street, Inc. All rights reserved.

16

 1999-2009 Training The Street, Inc. All rights reserved.

Training The Street, Inc. (TTS) owns all rights, including copyright, in this publication This publication may not be reproduced or redistributed publication. redistributed, in whole or in part, in any format or by any means without TTSs prior written consent. No TTS seminar, workshop, or other instructional activity may be recorded or transmitted in any format or by any means without TTSs prior written consent.

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