Excel 2007 / 2010 / 2013+

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 Alt + H Format Menu
Ctrl + N New File Shift + Spacebar Select Row Ctrl + 1 Format Dialog
Ctrl + P Print Ctrl + Shift + + Insert Cells / Ctrl + Alt + V Paste Special
Ctrl + S Save File Rows / Columns Ctrl + Alt + V + T Paste Formats
F12 Save File As Ctrl + – Delete Cells / Ctrl + Alt + V + V Paste Values
Ctrl + F4 Close File Rows / Columns Ctrl + Alt + V + F Paste Formulas
Alt + F4 Close Excel Right Mouse Insert Cut Cells Alt + H + FC Font Color
Esc Exit Dialog Button + E and Shift Over Alt + H + H Fill Color
Ctrl + C Copy Alt + A + G + G Group Rows / Alt + H + B Border Options
Ctrl + X Cut Columns Alt + H + A + Align Left /
Ctrl + V Paste Shift + Alt + Group Rows / L/C/R Center/ Right
Ctrl + Z Undo Right Columns Alt + H + 6 Increase Indent
Ctrl + Y Redo Alt + A + U + U Ungroup Rows / Alt + H + 5 Decrease Indent
Ctrl + A Select All Columns Alt + H + 0 Increase
Ctrl + F Find Shift + Alt + Left Ungroup Rows / Decimal Places
Ctrl + H Replace Columns Alt + H + 9 Decrease
Alt + Tab Switch Windows Alt + A + J Show Grouped Decimal Places
Alt + T + O Options Menu Rows / Columns Ctrl + B Bold
F4 Repeat Last Alt + A + H Hide Grouped Ctrl + I Italics
Action Rows / Columns Ctrl + U Underline
Ctrl + F1 Show / Hide Ctrl + 5 Strikethrough
Ribbon Menu Workbooks & Worksheets Ctrl + Shift + & Add Borders
Ctrl + Shift + – Delete Borders
Ctrl + N New Workbook
Navigation & Data Selection Shift + Ctrl + ~ General
Ctrl + Tab Switch
Shift + Ctrl + ! Number
Arrow Keys Move Around Workbook
Shift + Ctrl + @ Time
Ctrl + Arrows Jump to Shift + F11 New Worksheet
Shift + Ctrl + # Date
Boundary Alt + H + D + S Del Worksheet
Shift + Ctrl + $ Currency
Shift + Arrows Select Cells Ctrl + PgUp Move to Left
Shift + Ctrl + % Percentage
Shift + Ctrl + Select to Worksheet
Shift + Ctrl + ^ Scientific
Arrows Boundary Ctrl + PgDn Move to Right
=TEXT(Cell, Displays cell
Shift + F8 Select Multiple Worksheet
Format) using custom
Areas Alt + H + O + M Move / Copy
format
Worksheet
Alt + H + O + I Auto-Fit Col.
Editing Cells Shift + Ctrl + Select Multiple
Alt + H + O + A Auto-Fit Row
PgUp / PgDn Worksheets
F2 Edit Cell Alt + H + O + W Column Width
Alt + H + O + U Hide Worksheet
Del Delete Cell Alt + H + O + H Row Height
+S
Contents Alt + H + L + R Conditional
Alt + H + O + U Show Worksheet
Ctrl + Arrows Skip Word(s) Formatting
+H
Ctrl + Shift + Highlight Alt + H + T Format as Table
Alt + H + O + R Rename
Arrows Word(s)
Worksheet
Alt + Enter New Line in Cell
Alt + H + O + T Color Tab
Ctrl + Enter / Edit and… Stay in
Tab / Shift + Place / Go Left /
Tab Go Right
 Excel 2007 / 2010 / 2013+
Quick Reference – The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)

http://breakingintowallstreet.com

Dates & Times Formulas and Calculations Common Built-In Functions

=DATE (Year, Creates new = Enter Formula =SUM Sum Numbers
Month, Day) Date F9 Refresh All Alt + = Sum Adjacent
=NETWORKDAYS Business days F4 Anchor Cell Cells
(Start, End Date) in between 2 Ctrl + F3 Name Cell =COUNT Count # Entries
dates F5 Jump to Cell =AVERAGE Average
=EOMONTH Last day of Tab Use Suggested =MAX Maximum
(Start Date, # month after # Name =MIN Minimum
Months) months Shift + F3 Enter Built-In =SUMIF / Conditional
Ctrl + Shift + ; Current Time Function =SUMIFS Sum
Ctrl + ; Current Date Ctrl + Alt + V + F Paste Formulas =COUNTIF / Conditional
Ctrl + Alt + V + R Paste Formats =COUNTIFS Count
Text Tools & Functions & Formulas =SUMPRODUCT Multiply and
Ctrl + D Copy Down Sum Range
Alt + A + FT Text File Import
Ctrl + R Copy Right =ABS Absolute Value
=LEFT Chars from left
Ctrl + ’ Copy from =IF Conditional
=RIGHT Chars from right
Above =OR One Must Be
=MID Chars from…
F5, Alt + S + F + X Go to Formulas True
=FIND Search for text
F5, Alt + S + O + X Go to Constants =AND All Must Be
within text
Ctrl + ~ Show Formulas True
=SEARCH Same, but not
=IFERROR(Value, Calculates only =NPV (Discount Net Present
case sensitive
Value If Error) if no error Rate, Cash Value of Cash
=LEN Length of text
Flows) Flows
=SUBSTITUTE Replace text in
Lookups & Related Functions =XNPV (Rate, NPV with
text with search
Values, Dates) irregular dates
=REPLACE Same, but use =VLOOKUP Match Value in
=IRR (Values) Internal Rate of
position instead (Value, Table, Left Column
Return of
Alt + A + E Text to Columns Column #) and Return
Investment
=TRIM Deletes Extra from Column #
=XIRR (Values, IRR with
Spaces =HLOOKUP Match Value in
Dates) irregular dates
=PROPER Capitalize All (Value, Table, Top Row and
First Letters Row #) Return from
=UPPER Make All Caps Row # Database and Array Functions
=LOWER Make All Lower =MATCH (Value, Find Item’s =DSUM (DB, Sums records
Row or Column Position in Field, Criteria) that match
Display & Printing Range) Row/Column criteria
=INDEX (Table, Return Item at =DCOUNT (DB, Counts records
Alt + W + F + F Freeze Panes
Row #, Col #) Row # and Field, Criteria) that match
Alt + W + Q Zoom
Column # criteria
Ctrl + Mouse Zoom
=INDIRECT (Ref) Returns cell at Ctrl + Shift + Enter Array
Scroll Wheel
reference given Enter Function
Alt + P + S + P Page Setup
by text =TRANSPOSE Converts rows
Alt + P + R + S Set Print Range
=ADDRESS (Row Creates cell (Rows or to columns and
to Selected Area
#, Col #) reference Columns) vice versa
Ctrl + F2 Print Preview
Alt + W + I Page Break View
Alt + W + L Normal View
Alt + W + VG Toggle Gridlines
 Excel 2007 / 2010 / 2013+
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 + A + SS Sort Data Alt + F11 VBA Editor
Precedents Alt + A + SA Sort Ascending F5 (in VBA) Run Macro
Ctrl + ] Immediate Alt + A + SD Sort F2 (in VBA) Object Browser
Dependents Descending Ctrl + G (in VBA) Immediate
Alt + M + P Trace Ctrl + Shift + L Filter Data Window
Precedents Alt + A + Q Advanced Data Alt + L + I Form Control
Alt + M + D Trace Filter Alt + W + M + U Use Relative
Dependents Right Mouse Filter by Cell’s References
Alt + M + A + A Erase Traces Button + E + V Properties Alt + W + M + R Record Macro
Shift + Ctrl + { All Precedents Alt + A + M Remove Alt + W + M + V View Macros
Shift + Ctrl + } All Dependents Duplicates
F5 + Enter Jump to Alt + A + V + V Validate Data
Original Cell
Shift + F2 Add/Edit
Comment
Alt + R + D Del Comment
Alt + R + A Show All
Comments
F5, Alt + S + C Highlight Cells
w/ Comments

Pivot Tables
Graphs & Charts
Alt + N + V Pivot Table
Alt + N + C Column Chart
Alt + N + N Line Chart
Scenarios & Sensitivities Alt + N + Q Pie Chart
=CHOOSE Select from List
Alt + N + B Bar Chart
(Number, Item1, based on Alt + N + X Text Box
Item2…) Number
Alt + N + SD Combo Chart
=OFFSET(Cell, # Move # of Rows (2013+)
Rows, # Cols) and Columns Alt + N + R Recommended
from Cell Chart (2013+)
Alt + A + W + S Scenario Alt + JC + A Add Chart
Manager Element (2013+)
Alt + A + W + G Goal Seek Alt + JC Design Tab
Alt + A + W + T Data Table Alt + JA Layout Tab
(2007, 2010)
Alt + JO Format Tab
(2007, 2010)
Alt + JA Format Tab
(2013)

• Row Input Cell = Discount

Rate
• Column Input Cell =
Terminal Growth Rate
 Excel 2007 / 2010 / 2013+
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 2007 / 2010 / 2013+

In Excel 2007 / 2010 / 2013+, 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 it’s assigned to. Here, Alt + 4 would change the
spreadsheet to a “Page Break” view.

The Optimal Excel Settings – IMPORTANT!

Always make sure you go to the
Options menu (Alt + T + O), select
Formulas, 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
“Advanced” tab you can change in the direction the cursor moves in after editing a cell, but we usually leave that one alone.