Excel 2003 / 2007
Quick Reference – The Most Important Keyboard Shortcuts for
Investment Banking & Private Equity
http://breakingintowallstreet.com
The Fundamentals
Ctrl + O Open File
Ctrl + N New File
Ctrl + P Print
Ctrl + S Save File
Ctrl + F4 Close File
Alt + F4 Close Excel
Esc Exit Dialog
Ctrl + C Copy
Ctrl + X Cut
Ctrl + V Paste
Ctrl + Z Undo
Ctrl + Y Redo
Ctrl + A Select All
Ctrl + F Find
Ctrl + H Replace
Alt + Tab Switch Windows
Navigation & Data Selection
Arrow Keys Move Left, Right,
Up, Down
Ctrl + Arrows Jump to
Boundary
Shift + Arrows Select Multiple
Cells
Shift + Ctrl +
Arrows
Select to
Boundary
Shift + F8 Select Multiple
Areas
Manipulating Cells
F2 Edit Cell
Del Delete Cell
Contents
Ctrl + Arrows Skip Word(s)
Ctrl + Shift +
Arrows
Highlight
Word(s)
Ctrl + F3 Name Cell
F5 Jump to Cell
Rows & Columns
Ctrl + Spacebar Select Column
Shift + Spacebar Select Row
Alt + I + R Insert Row
Alt + I + C Insert Column
Alt + E + D Delete
Rows/Columns
F4 Repeat Last
Action
Right Mouse
Button + E
Insert Cut Cells
Alt + D + G + G Group Rows /
Columns
Alt + D + G + U Ungroup Rows /
Columns
Alt + D + G + S Show Rows /
Columns
Alt + D + G + H Hide Rows /
Columns
Workbooks & Worksheets
Ctrl + N New Workbook
Ctrl + Tab Switch
Workbook
Shift + F11 New Worksheet
Alt + E + L Del Worksheet
Ctrl + PgUp Move to Left
Worksheet
Ctrl + PgDn Move to Right
Worksheet
Alt + E + M Move / Copy
Worksheet
Shift + Ctrl +
PgUp/PgDn
Select Multiple
Worksheets
Alt + O + H + H Hide Worksheet
Alt + O + H + U Show
Worksheets
Alt + O + H + R Rename
Worksheet
Alt + O + H + T Color Tab
Formatting & Cleaning Data
Ctrl + 1 Format Cells
Alt + E + S + T Paste Format
Alt + E + S + V Paste Values
Shift + Ctrl + ~ General
Shift + Ctrl + ! Number
Shift + Ctrl + @ Time
Shift + Ctrl + # Date
Shift + Ctrl + $ Currency
Shift + Ctrl + % Percentage
Shift + Ctrl + ^ Scientific
Ctrl + B Bold
Ctrl + I Italics
Ctrl + U Underline
Ctrl + 5 Strikethrough
Ctrl + Shift + & Add Outline
Ctrl + Shift + - Delete Outline
Alt + O + C + A Auto-Fit Col.
Alt + O + R + A Auto-Fit Row
Alt + O + C + W Column Width
Alt + O + D Conditional
Formatting
Alt + D + E Text to Columns
=TRIM Remove Extra
Spaces
=PROPER Fix
Capitalization
Alt + D + S Sort Data
Display & Printing
Alt + W + F + F Freeze Panes
(Excel 2007)
Alt + W + F Freeze Panes
(Excel 2003)
Alt + V + Z Zoom
Alt + P + S + P Page Setup
(Excel 2007)
Alt + F + U Page Setup
(Excel 2003)
Alt + F + W + V Print Preview
(Excel 2007)
Alt + F + V Print Preview
(Excel 2003)
Excel 2003 / 2007
Quick Reference – The Most Important Keyboard Shortcuts for
Investment Banking & Private Equity
http://breakingintowallstreet.com
Formula Fundamentals
= Enter Formula
Shift + F3 Built-In
Functions
Alt + E + S + F Paste Formulas
Alt + E + S + R Paste Formats
& Formulas
Ctrl + D Copy Down
Ctrl + R Copy Right
F4 Anchor Cell
Alt + E + S + L Paste Link
F5, Alt + S + F + X Go to Formulas
F5, Alt + S + O +
X
Go to Constants
Ctrl + ~ + = Show Formulas
Lookups & Scenarios
=CHOOSE Select from List
=OFFSET Move # of
Rows/Columns
from Cell
=VLOOKUP Find Based on
Column
=HLOOKUP Find Based on
Row
=MATCH Find Item’s
Position
=INDEX Find Item
Pivot Tables
Alt + D + P Pivot Table
Drop Data Items = Calculation Area
Row/Column Fields = Categories
Common Built-In Functions
=SUM Sum Numbers
Alt + = Sum Adjacent
Cells
=COUNT Count # Entries
=AVERAGE Average
=MAX Maximum
=MIN Minimum
=SUMIF Conditional
Sum
=COUNTIF Conditional
Count
=SUMPRODUCT Multiply/Sum
Range
=ABS Absolute Value
=IF Conditional
=OR At Least 1 Must
Be True
=AND All Must Be
True
Validating Data
Alt + D + F + A Advanced Data
Filter
Alt + D + L Validate Data
Data Tables
Alt + D + T Data Table
Row Input Cell = Purchase Price
Column Input Cell = EBITDA Multiple
Auditing Formulas
Alt + T + U + T Trace
Precedents
Alt + T + U + D Trace
Dependents
Alt + T + U + A Erase Traces
Shift + Ctrl + { All Precedents
Shift + Ctrl + } All Dependents
Ctrl + { Highlight
Precedents
Ctrl + } Highlight
Dependents
F5 + Enter Jump to
Original Cell
Shift + F2 Add/Edit
Comment
Alt + E + A + M Del Comment
F5, Alt + S + C Highlight
Comments
Recording Macros
Alt + T + M + R Start/Stop
Recording
Alt + T + M + M View Macros
Excel 2003 / 2007
Quick Reference – The Most Important Keyboard Shortcuts for
Investment Banking & Private Equity
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
WallSoft Model - WallSoft Titles & Headers
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.
Custom Keyboard Shortcuts – Excel 2007
In Excel 2007, 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 + 5 would decrease decimal places.
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.”
Iterations & Circularity
Always make sure Workbook Calculation is set to “Manual” and “Enable Iterative Calculations” is checked with Maximum
Iterations set to 100 when working with circular references – they occur most often in LBO models.
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