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Excel Basics for Finance Professionals: Keyboard Shortcuts and Essential Functions, Exams of Finance

A comprehensive guide to essential excel shortcuts and functions commonly used in finance. It covers a wide range of topics, including basic navigation, formatting, data manipulation, financial calculations, and more. Organized in a clear and concise manner, making it easy to follow and learn from. It is a valuable resource for anyone looking to improve their excel skills for financial analysis.

Typology: Exams

2024/2025

Available from 03/05/2025

NurseTakshif
NurseTakshif 🇬🇧

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Excel Basics - Wall Street Prep
1. Create new sheet Correct Answer(s) ctrl i w
2. switch between sheets Correct Answer(s) ctrl page up / ctrl page down
3. access anything on the ribbon Correct Answer(s) atl
4. toggle between excel books Correct Answer(s) ctrl tab
5. open new file Correct Answer(s) ctrl o
6. bold Correct Answer(s) ctrl b
7. options Correct Answer(s) alt f t
8. auto size cell Correct Answer(s) alt h o i
9. designate width of box Correct Answer(s) alt h o w
10. highlight column Correct Answer(s) ctrl space
11. highlight row Correct Answer(s) shift space
12. undo Correct Answer(s) ctrl z
13. redo Correct Answer(s) ctrl y
14. formatting Correct Answer(s) ctrl 1
15. highlight all columns next Correct Answer(s) ctrl shift > / <
16. paste special Correct Answer(s) alt e s
17. zoom in / out Correct Answer(s) alt v z
18. freeze pane Correct Answer(s) alt w f f
To keep selected rows and/or columns of the worksheet visible on the screen as the
rest of the worksheet scrolls.
19. split pane Correct Answer(s) alt w s
20. hop between panes Correct Answer(s) F6
21. go inside cell to see functions Correct Answer(s) F2
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Excel Basics - Wall Street Prep

  1. Create new sheet Correct Answer(s) ctrl i w
  2. switch between sheets Correct Answer(s) ctrl page up / ctrl page down
  3. access anything on the ribbon Correct Answer(s) atl
  4. toggle between excel books Correct Answer(s) ctrl tab
  5. open new file Correct Answer(s) ctrl o
  6. bold Correct Answer(s) ctrl b
  7. options Correct Answer(s) alt f t
  8. auto size cell Correct Answer(s) alt h o i
  9. designate width of box Correct Answer(s) alt h o w
  10. highlight column Correct Answer(s) ctrl space
  11. highlight row Correct Answer(s) shift space
  12. undo Correct Answer(s) ctrl z
  13. redo Correct Answer(s) ctrl y
  14. formatting Correct Answer(s) ctrl 1
  15. highlight all columns next Correct Answer(s) ctrl shift > / <
  16. paste special Correct Answer(s) alt e s
  17. zoom in / out Correct Answer(s) alt v z
  18. freeze pane Correct Answer(s) alt w f f To keep selected rows and/or columns of the worksheet visible on the screen as the rest of the worksheet scrolls.
  19. split pane Correct Answer(s) alt w s
  20. hop between panes Correct Answer(s) F
  21. go inside cell to see functions Correct Answer(s) F
  1. go inside cell to clear specific info Correct Answer(s) ALT h e
  2. input comment Correct Answer(s) Shift F
  3. Fill Highlighted Area Right / Down Correct Answer(s) ctrl r / ctrl d
  4. Input New Row Correct Answer(s) ALT i r
  5. input new column Correct Answer(s) alt i c
  6. deleting columns / rows Correct Answer(s) ALT H D R / ALT H D C
  7. Paste Special Formatting Correct Answer(s) ALT E S T
  8. Trace Precedents Correct Answer(s) ATL M P / (delete it ALT M A A) allows you to see which cells are referenced in a particular formula or function
  9. Trace Dependents Correct Answer(s) ALT M D
  10. find and replace Correct Answer(s) ctrl h
  11. IF Correct Answer(s) criteria, output if true, output if false
  12. IF(AND( Correct Answer(s) IF(AND(first test, 2nd test), output is true, output if false)
  13. Date function Correct Answer(s) (year,month,day) but if you do DATE(Year(cell w/ date to refer- ence)+1, Month(cell w/ date), Day(cell with date)) makes easier to drag out a list of dates increasing each year by 1

Vertical Table (No Row Input Needed) Horizontal Table (No Column Input Needed) 2 Sided (Need output in top left corner)

  1. Transpose Correct Answer(s) ALT E S S - transfer data that's in a horizontal / vertical list to vertical / horizontal list
  2. SUMPRODUCT Correct Answer(s) (array1, array2,...) multiplies the corresponding items in the arrays and returns the sum of the results
  3. SUMIF / SUMIFs / AVERAGEIF / AVERAGEIFs Correct Answer(s) (range, criteria, sum range) - Adds the cells specified by a given criteria (sumifs, is the same but multiple sets) (range, criteria, average range) - averages the cells specified by a given criteria (averageifs, is the same but multiple sets)
  4. Absolute Value Correct Answer(s) ABS(cell)
  5. Ceiling Correct Answer(s) CEILING(cell, significance) round up to the nearest x, specified by significance
  6. Floor Correct Answer(s) Floor(cell, significance) round down to the nearest x, specified by signifi- cance
  1. Combinations Correct Answer(s) COMBIN(number, number chosen) - numbers of combinations given number and size of group (number chosen)
  2. Round Correct Answer(s) (number, number digits) round to the specified decimal points
  3. MIN / MAX Correct Answer(s) returns the smallest/largest number in a specified set of values
  4. COUNT, COUNTA, COUNTIF Correct Answer(s) COUNT(value1, value2,...)counts the number of cells that contain numbers within the list of arguments. Cell w/ text are ignored. COUNTA same as COUNT except cell with numbers and text are disregarded. COUNTIF(range, criteria)counts the number of items in the range that satisfy a specific criteria - similar to SUMIF function.
  5. PV Correct Answer(s) PV(rate, nper, pmt, fv, type) - Returns the present value of a series of future payments rate - interest rate per period nper - total number of payment periods pmt - payment made during each period (cannot be changed) fv - future value type - indicates when a payments are due (0 or omitted = end of period; 1 = beginning of period)
  6. FV Correct Answer(s) FV(rate, nper, pmt, fv, type) - Returns the future value of an investment based on constant and interest rate rate - interest rate per period nper - total number of payment periods
  1. Sorting Correct Answer(s) Highlight entire table or have cursor in one of the cells of the talbe ALT D S
  2. Combing Sort & Subtotal Correct Answer(s) ALT A B - can add further clarity to data sets
  3. Zoom in / out Correct Answer(s) CTRL ALT +/-
  4. unhighlight Correct Answer(s) shift backspace
  5. did a function and want to repeat Correct Answer(s) f
  6. find which boxes hardcoded Correct Answer(s) F5 ALT SOX
  7. Name a cell Correct Answer(s) ctrl alt f
  8. First/Last Used Cell in Worksheet Correct Answer(s) CTRL Home/End
  9. Highlight from active cell to last used cell in worksheet Correct Answer(s) CRTL Shift End
  10. Highlight multiple sets of cells Correct Answer(s) Shift F
  11. Auto sum Correct Answer(s) Alt =
  12. Borders (Outside Area) Correct Answer(s) Ctrl Shift 7
  13. Remove All Borders Correct Answer(s) Ctrl + Underscore
  14. Fill Right / Fill Down Correct Answer(s) Ctrl+R / Ctrl+D
  15. Zoom - sizing / return to 100% Correct Answer(s) Alt W Q / Alt W J
  16. Format Painter Correct Answer(s) You can use Ctrl+Shift+Cto copy a format, and Ctrl+Shift+Vto paste a format.
  17. Line Break w/in Cell Correct Answer(s) Alt + Enter
  18. Fill Multiple Cells at Same Time Correct Answer(s) Highlight Cells; Type in Info; Cntrl + Enter
  19. New Sheet Correct Answer(s) Shift + F
  20. New Workbook Correct Answer(s) CTRL + N
  1. Freeze Panes Correct Answer(s) [Alt],[W],[F],[F]
  2. Real v nominal Correct Answer(s) Real = adjusted for inflation Nominal isnt