Basic Excel Skills

Cells required to be edited / completed

Orange shortcuts are Windows on the LHS; Apple Mac on the RHS (where available)
* Cell Basics

1 Cell Alignment

Number values automatically align to the right, whilst text automatically aligns to the left
Both text and number values automatically align to the bottom of the cell
Align Left: Alt + H + A + L / ⌘ + L Align Bottom: Alt + H + A + B
Align Centre: Alt + H + A + C / ⌘ + E Align Middle: Alt + H + A + M
Align Right: Alt + H + A + R / ⌘ + R Align Top: Alt + H + A + T

Text john
Numbers 1000
Task: Manipulate both the Text cell and the Numbers cell per the instructions below.
--> Text Box aligned to the right & middle
--> Numbers Box aligned to the center & middle

2 Manipulating Cells

Edit Cell Shortcut: F2 / Ctrl + U

How would you fix tihs typo without using your mouse, and without retyping this whole sentence again?
Task: Fix the typo using the shortcut.

Skip Word(s): Ctrl + Arrow

This is an annoyingly annoyingly annoyingly annoyingly annoyingly annoyingly annoyingly annoyingly annoyingly annoyingly annoyingly long sentence.
Task: Remove the duplicates using the shortcut.

Highlight Word(s): Ctrl + Shift + Arrow

Highlight and delete this longgggggggggggggggggggggggggggggggggggggggggggggggg word without using your mouse.
Task: Fix the highlighted word using the shortcut.

3 Manipulating Columns & Rows

Insert Row: Alt + I + R / Ctrl + I Insert row from the blue cell
Insert Column: Alt + I + C / Ctrl + I 1 2 3 4 5 6 7
Delete Cells or Columns: Alt + E + D / Ctrl + - Insert column from the blue cell
Select Row: Shift + Spacebar
Select Column: Ctrl + Spacebar

Delete row from the blue cell

Delete column from the blue cell
Task: Run through the exercises using the shortcuts above. *Note: There are additional instructions near Column S

4 Entering Text Starting with "+", "-", or "="

+ve theory Insert Operators in Text: ' + operator

Task: Enter the text phrase +ve theory into the blue box above

5 Formatting & Cell Characteristics

40 $ Format Cells: Ctrl + 1 (Arrow keys to navigate and TAB to toggle between fields) / ⌘ + 1
Task: Format this amount into $40 (dollar sign, no decimal points) within the blue box above

6 Dates 45362

Dates in excel are represented by serial numbers with the number "1" corresponding to "1-Jan-00"
Therefore to MS Excel, today's date, 3/11/2024 is actually 45362

45362 =Today()
11-Mar-24 Date Format Shortcut: Ctrl + Shift + 3 / Shift + Ctrl + #
5000 What will be the date 5,000 days from today?
8-Sep-13 Alternatively General Format Shortcut: Ctrl + Shift + ~ / Shift + Ctrl + ~

Task: Complete the tasks outlined above within the blue boxes.

7 Basic Formulas

Begin with =
60
30
90 Addition +
30 Subtraction -
1800 Multiplication *
2 Division /
Task: Use the formulas on each of the two numbers within the blue boxes above.

Addition Shortcut (Lists)

20
30
40
90 Alt + "="
Task: Use the shortcut to quickly add a list of numbers together.

8 Copying & Pasting Data

Copy Shortcut: Ctrl + C / ⌘ + C

Paste Shortcut: Ctrl + V / ⌘ + V

23 Copy this number

23 Paste here
Task: Use the shortcuts to complete the task.

Paste Format Paste Format + Formula Combined Paste Value

Date Price Quantity Price Total Sales
8/3/2011 $2.35 300 $2.35 $705.00 Item Beef Chicken Pork
4/08/11 2.37 200 2.37 $474.00 Qty 10 20 30
05-Aug-11 2.4300000 500 2.4300000 1215.0000000 Price $2.43 $8.97 $4.35
40761 243% 300 243% 72900% Subtotal $24.30 $179.40 $130.50
40762 2.38 400 2.38 952
8/8/2011 2.45 200 2.45 490 $24.30 How much was made from Beef sales?
8/9/2011 2.77 100 2.77 277

Paste Special (Format) Shortcut: Paste Special (Formula) Shortcut: Paste Special (Value) Shortcut:
Alt + E + S + T / ⌘ + Ctrl + V, ⌘ + T Alt + E + S + F / ⌘ + Ctrl + V, ⌘ + F Alt + E + S + V / ⌘ + Ctrl + V, ⌘ + V

Task: Use the shortcuts to make

Task: Use the shortcut to make
each column's formatting consistent, as well as Task: Use the shortcut to answer the question.
each column's formatting consistent.
complete the Total Column.

9 Transpose

1 2 3 4

Transpose Shortcut: Alt + E + S + E / ⌘ + Ctrl + V, ⌘ + E

Task: Use the shortcut to transpose the list of numbers from vertical to horizontal, within the blue boxes above.

* Formatting Shortcuts

10 Number Shortcuts

Number 15.00 Ctrl + Shift + 1 / Shift + Ctrl + !

Time 15 Ctrl + Shift + 2 / Shift + Ctrl + @
Date 14-Jan-00 Ctrl + Shift + 3 / Shift + Ctrl + #
Currency 15.00 $ Ctrl + Shift + 4 / Shift + Ctrl + $
Percentage 1500% Ctrl + Shift + 5 / Shift + Ctrl + %
Scientific 15 Ctrl + Shift + 6 / Shift + Ctrl + ^

Task: Use the shortcuts to format each blue cell appropriately.

11 Border Shortcuts

15 Bottom Border: Alt + H + B + O / ⌘ + ⌥ + ↓

15 Top Border: Alt + H + B + P / ⌘ + ⌥ + ↑
15 Left Border: Alt + H + B + L / ⌘ + ⌥ + ←
15 Right Border: Alt + H + B + R / ⌘ + ⌥ + →
15 No Border: Alt + H + B + N / ⌘ + Option + _
15 All Borders: Alt + H + B + A
15 Outside Borders: Alt + H + B + S / ⌘ + ⌥ + 0
15 Thick Outside Border: Alt + H + B + T

Task: Use the shortcuts to apply the appropriate border to each blue cell.

12 Column Alignment
Autofit Column Shortcut: Alt + H + O + I

The dog jumped over the log

The dog jumped

Task: Use the shortcut to change the column width depending on the length of the text contained within for each of the two example sentences.

13 Text to Column
Text To Column Shortcut: Alt + D + E

3 10 Maddie Tract 20.5

Task: Use the shortcut within the first cell on the left to separate the text into columns.

14 Trim
Trim Function: Trim(text)

12 Princes Street, Hong Kong

12 Princes Street, Hong Kong

Task: Use the function to appropriate format the address above.

15 Proper
Proper Function: Proper(text)

12 PRINCES STREET, hOnG koNG

12 Princes Street, Hong Kong

* Comments

16 Adding Comments
Add Comment Shortcut: Shift + F2 / Fn + ⇧ + F2

$3,000
$6,000
$9,000

Task: Add a random comment about each figure in their respective cells using the shortcut above.

17 Removing Comments
Remove Comment Shortcut: Alt + R + D or Alt + H + E + M / Fn + Shift + F10

$3,000
$6,000
$9,000

Task: Remove comments from each of the cells using the shortcut above.

* Naming Cells

18 Using Name Manager

Name Manager Shortcut: Ctrl + F3 / ⌘ + Fn + F3

Cost of Equity 9.0% Re

Cost of Debt 4.0% Rd
Tax Rate 21.0% Tax_Rate
Debt/Total Capital 30.0% Debt
Equity/Total Capital 70.0% Equity

WACC =(Equity*Re)+(Debt*Rd*(1-Tax_Rate))

Task: Assign each of the cells with data in them with their respective names (e.g. Assign 2% cell with Rf for the Risk-Free Rate). Once this is done for each of the data points, calculate the WACC using the assigned names and formula above.