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Excel Crash Course: Keyboard Shortcuts and Essential Functions, Exams of Finance

Coventry UniversityFinance

A comprehensive guide to essential excel keyboard shortcuts and functions. It covers a wide range of topics, including navigation, formatting, formulas, data manipulation, and more. Designed to help users become more efficient and productive in excel by utilizing keyboard shortcuts and understanding key functions. It is a valuable resource for anyone looking to improve their excel skills.

Typology: Exams

2024/2025

Available from 03/05/2025

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Wall Street Prep Answer Excel Crash Course
1. Keyboard Versus the Mouse Answer Almost everything that can be done in Excel
using a mouse can also be done using the keyboard shortcuts
Best way to learn is to disconnect the mouse and work through Excel using only the
keyboard
2. Name Box Answer Tells you what cell you are in (top left below the ribb
3. Formula Bar Answer When you insert a formula into a cell and hit
return, show you the output
The formula bar, however, will show you the formula Next
to "fx" right below the ribbon
4. Worksheets Answer An Excel file is called a workbook;
You start with 1 worksheet but you can add/delete more
The active worksheet is highlighted in Excel
5. Moving Between Worksheets Answer Ctrl +
PageDown/PageUp (Option + RightArrow/LeftArrow)
6. Adding Worksheets Answer (Fn Shift F11)
7. Columns Answer Alphabetically labeled (A, B, C, etc.)
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Download Excel Crash Course: Keyboard Shortcuts and Essential Functions and more Exams Finance in PDF only on Docsity!

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Wall Street Prep Answer Excel Crash Course

  1. KeyboardVersus the Mouse Answer Almost everything that can be done in Excel using a mouse can also be done using the keyboard shortcuts Best way to learn is to disconnect the mouse and work through Excel using only the keyboard
  2. Name Box Answer Tells you what cell you are in (top left below the ribb
  3. Formula Bar Answer When you insert a formula into a cell and hit return, show you the output The formula bar, however, will show you the formula Next to "fx" right below the ribbon
  4. Worksheets Answer An Excel file is called a workbook; You start with 1 worksheet but you can add/delete more The active worksheet is highlighted in Excel
  5. Moving Between Worksheets Answer Ctrl + PageDown/PageUp (Option + RightArrow/LeftArrow)
  6. Adding Worksheets Answer (Fn Shift F11)
  7. Columns Answer Alphabetically labeled (A, B, C, etc.)
  1. Rows Answer Numerically labeled (1, 2, 3, etc.)
  2. Main tabs Answer Although we focus on shortcuts, virtually all commands, functions, and Excel features can be accessed through the task-oriented tabs which organize them into nine logical categories Answer (1) Home (2) Insert (3) Draw (4) Page Layout (5) Formulas (6) Data
  1. Open a File Answer Ctrl O Cmnd O
  2. Toolbars Answer Within each of the main tabs you will find all of Excel's features, grouped by commands
  3. Navigating to the Toolbars Without the Mouse Answer Hit Alt and the appropriate letter (or use the right/left arrow keys) to get to the desired tab Once there, use the Tab and Shift Tab keys to navigate around, the Space to open a drop down, and Enter to select
  4. Bold Command Answer Ctrl B Cmnd B
  5. The Home Tab Answer Includes most formatting properties Answer Font type, size, and color Background color Text/cell alignment Changing currency, decimal, percent formats

Inserting, deleting, and hiding rows and columns Adjusting columns and rows width Inserting, deleting, and renaming worksheets

  1. The Insert Tab Answer Important Features Answer Pivot Table, Charts, Header & Footer
  2. Page Layout Tab Answer Important Features Answer Print Area, Fonts, Gridlines
  3. Formulas Tab Answer Important Features Answer Insert Function, Function Library, Name Manager, Formula Auditing Tools (Trace Precedents, Trace Dependents)
  4. Data Tab Answer Important Features Answer Filter, Sort, Text to Columns, Flash Fill, Data Validation, Data Tables (Goal Seek), Group/Ungroup
  5. Review Tab Answer Important Features Answer New Comment
  6. View Tab Answer Important Features Answer Zoom, Gridlines
  7. Developer Tab Answer Important Features Answer Record Macro, Add-Ins
  8. Accessing Settings (Excel Options) Answer File > Options (Alt F T or Alt T O) MAC Answer Excel > Preferences
  9. Excel Settings Changes Answer General Answer Change "Sheets in New Workbook" to 3 Uncheck "Show Workbook Gallery when opening Excel" Calculation/Functions Answer Change Calculation Options to "Automatic except for data tables" Check "Enable iterative calculation" Edit/Advanced Answer Uncheck "After pressing Enter, move selection"
  1. Add a Cell Reference From a Different Worksheet into an Existing Formu- la Answer Hit F2 to get into the existing formula; delete any incorrect formulas or operators Hit F2 again to enable "Enter" mode on the bottom-left corner of the Excel sheet Holding down Ctrl, use PageUp or PageDown to find the desired worksheet Let go of the Ctrl and PageUp/Down keys Use the arrow keys to located the desired cell reference Hit Enter
  2. Autofit Row Height Command Answer Alt H O A
  3. Autofit Column Height Command Answer Alt O C A
  4. Assign Column Width Command Answer Alt H O W (Home > Format > Column Width)
  5. Assign Row Height Command Answer Alt H O H (Home > Format > Row Height)
  6. Command to Change Zoom Size Answer Alt+V+Z (Ctrl+MouseScroll)
  7. Autofit the Column Width Command Answer Alt H O I (Home > Format > Autofit Column Width)
  8. Basic Excel Drills Answer Most keyboard shortcuts involves Alt or Ctrl keys Alt Answer Press each key and let go (do you NOT need to hold to the Alt key) Ctrl Answer Ctrl key must be held down as you press the other key in the shortcut sequence
  9. Ctrl Commands Answer Most commands involving Ctrl are shortcuts that are automat- ed by default to make Excel more efficient and user friendly
  10. Save As Shortcut Answer Alt F A
  1. Alt Commands Answer Most commands involving Alt are shortcuts to the commands and functions inside the default eight Main Tabs
  2. Select Column & Range of Columns Answer Ctrl Space Range Answer Ctrl Space Shift+RightArrow
  3. Select Row & Range of Rows Answer Shift Space Range Answer Shift Space Shift+DownArrow
  4. Undo Answer Ctrl Z
  5. Excel Formulas Answer Start with the = sign The = sign tells Excel that the info that will follow the = sign should be treated as a formula and not as plain text Once you type in the = sign, use the arrow keys to navigate around the Excel workbook to find the cells you need for your formula
  6. Operations in Excel Answer
  1. Referencing Cells from Other Workbooks Answer (1) Hit "=" (2) Hit Ctrl+Tab (Cmnd ~) to go to the other workbook (3) Find the relevant data and hit Enter
  2. How to Autofit a Range of Columns Answer (1) Select the columns by hitting Ctrl+SpaceBar (2) Hold down the shift key and use left and right arrow keys to highlight the range of columns (3) Hit Alt+H+O+I to autofit the columns
  3. Moving Around the Format Cells Dialog Answer Move across tabs with Ctrl+Tab Move counterclockwise across form elements with Shift+Tab Select a checkbox with Spacebar
  4. Freezing and Splitting Panes Answer Excel worksheets often become too large to allow users to view all of their contents on one screen 'Freezing Panes' and 'Splitting Panes' options provide users with the flexibility to

select specific rows and columns that always remain visible when scrolling in the worksheet

  1. Panes Answer Portions of the worksheet that are bounded and separated by vertical and/or horizontal bars
  2. To Freeze Panes Answer Click the cell below the desired row and to the right of the desired column where you want to freeze panes Hit Alt+W+F+F to freeze To unfreeze, hit Alt+W+F+F again (View>Freeze Panes and then View>Unfreeze Panes) *Note Answer To create a horizontal freeze, go to the leftmost column!
  3. Splitting Panes Answer Allows users to scroll in both areas of the worksheet, while rows and columns in the non-scrolled area remain visible Directions Answer (1) Click the cell below the desired row and to the right of the desired column where you want to split panes and hit Alt+W+S (2) To un-split, click Alt+W+S again (3) Press F6 to move from pane to pane in a clockwise direction; press Shift+F6 to move from pane to pane in a counter-clockwise direction (View>Split) *Note Answer To create a horizontal split, go to the leftmost column!
  4. Redo Answer Ctrl+Y
  5. Entering an Active Cell Answer F2 (Fn+F2)
  6. Go to the Beginning of an Active Cell Formula Answer Ctrl+Home (Fn+Ctrl+LeftArrow or Cmnd+UpArrow)

Clear Format Answer Alt+H+E+F Clear Comments Answer Alt+H+E+M

  1. Add Comment Answer Shift+F (Shift+Fn+F2) Esc twice to exit
  2. Right Fill from Cell Left Answer Highlight the cell you want to copy Shift+RightArrow to the cells that you want to be filled Hit Ctrl+R
  3. Down Fill from Cell Up Answer Highlight the cell you want to copy Shift+DownArrow to the cells that you want to be filled Hit Ctrl+D
  4. Inserting Rows Answer (1) Go to any cell in the row below the desired row (2) Press Alt+I+R OR (1) Highlight the row below the desired row with Shift+Space (2) Press Ctrl Shift + to insert the new row
  5. Inserting Columns Answer (1) Go to any cell in the desired column (2) Press Alt+I+C OR (1) Highlight the desired column by pressing Ctrl+Spacebar (2) Insert a column by pressing Ctrl Shift +
  6. Deleting Rows and Columns Answer Row Answer Alt+H+D+R Column Answer Alt+H+D+C OR Highlight the row/column and press Ctrl -
  7. Paste Only Formulas Answer Alt+E+S+F
  8. Paste Only Formatting Answer Alt+E+S+T
  1. How to change a list of numbers quoted in 1,000s to 1s Answer In another cell, enter the number 1000 Copy this cell, then highlight your list of numbers Press Alt+E+S+M (Paste Special Multiply)
  2. Paste Special Operations Answer Allows you to apply operations to large amounts of data You can convert large amounts of data to positive to negative or vice versa *Note AnswerYou should ONLY paste on numbers that are hard inputs
  3. Converting Positive Numbers to Negative Answer Ctrl+C the data values Special paste the new numbers using the Subtract operation - Alt+E+S+S OR

new cell (Ctrl+L)

  1. Anchoring Cells Answer Anchoring (or "fixing") cells that are being referenced in a formula tells Excel that even if you copy the formula to another cell, the cells in the formula that are anchored should not change (Fn+)F4 on the name of the cell in a formula Keep clicking F4 to toggle the type of anchor
  2. Naming Worksheets Answer Alt+H+O+R
  3. Inserting & Deleting Worksheets Answer Add a new worksheet by pressing Alt+H+I+S Delete a worksheet by pressing Alt+E+L
  4. Grouping & Hiding Columns Answer (1) Hit Ctrl+Spacebar to select the desired column (2) Hit Shift+Alt+RightArrow (Option+Shift+RightArrow) to create the group (3) Hit Alt+A+H to hide the columns

uld perform in of them eets you would op of the Excel (4) Hit Alt+A+J to unhide the columns (5) Hit Shift+Alt+LeftArrow (Option+Shift+LeftArrow) to remove the group

  1. Grouping & Hiding Rows Answer (1) Hit Shift+Spacebar to select the desired row (2) Hit Shift+Alt+RightArrow (Option+Shift+RightArrow) to create the group (3) Hit Alt+A+H to hide the columns (4) Hit Alt+A+J to unhide the columns (5) Hit Shift+Alt+LeftArrow (Option+Shift+LeftArrow) to remove the group
  2. Group - Don't Hide Answer You can hide data by hitting Alt+H+O+U+R for rows and Atl+H+O+U+C for columns Don't ever use this method because there are no indications as to the data's hidden location - stick to grouping
  3. Grouping Worksheets Answer Helpful if you would like to format data in the same manner or enter the same data across multiple sheets By grouping multiple worksheets, any data and formatting that you wo one of the grouped worksheets would automatically be reflected in all Hold down Ctrl+Shift and press Page+Up/Down to reach the worksh like to group (Shift+Click on the desired worksheets) All of the grouped worksheets are highlighted and the file name on t screen should show [Group] are it To ungroup, press Ctrl+PageDown
  4. Auditing Cells Answer Good Answer (Fn+)F2 -- go to a desired cell and hit the F2 key Excel will highlight (in different colors) all the cell components of an existing formula present in that cell
  1. Go To Special Answer Useful to quickly format constants vs. formulas (1) Highlight the relevant region (2) Hit Fn+F5 for Go To menu (3) Hit Alt+S for Special (4) Hit Constants and Uncheck Text, Logicals, and Errors (5) Hit Enter to select all constants (6) Use Ctrl+1 (Cmnd+1) to add special formatting
  2. Distinguishing Constants Answer Constants are usually distinguished from formu- las, such as by blue text vs. black text
  3. Identifying Where Blanks Are Answer (1) Highlight the relevant region (2) Use Go To Special and select blanks (3) Hit Enter
  4. Identifying Where Comments Are Answer (1) Highlight the relevant region (2) Use Go To Special and select comments (3) Hit Enter
  5. Bottom Bar Customization Answer Right click on the bottom bar to change what you see from your selection (ex. Average, Count, Max, Sum, etc.)
  6. Conditional Formatting Answer Allows you to create your own conditional formats or use a preset from Excel Alt+O+D or Home > Conditional Formatting > New Rule / Alt+H+L > New Rule for customs Alt+H+L or Home > Conditional Formatting > Highlight Cells Rules for presets
  7. Identify which numbers in a column are above some number Answer (1) Highlight the relevant range (2) Hit Alt+O+D

(3) Select "Use a formula to determine which cells to format" (4) Write "=" and select the first number in the column (5) Anchor the column (6) Write ">" and some number or cell that is your reference (7) Press Enter Ex. "= $C3>500"

  1. And Functions Answer =and([first statement],[second statement)
  2. Dynamic Headers & Text Answer Name Answer ="Income Statement for "&[Cell] Date Answer ="Share price as of "&TEXT([Cell], "mm/dd/yy")
  3. Custom Formatting Answer (1) Type the number (2) Go to format tab (3) Go to "Custom" (4) Type in your custom format as [positive numbers];[negative numbers];[zero];[text]