Excel 2007 / 2010 / 2013+
Quick Reference The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)
The Fundamentals
Ctrl + O
Ctrl + N
Ctrl + P
Ctrl + S
F12
Ctrl + F4
Alt + F4
Esc
Ctrl + C
Ctrl + X
Ctrl + V
Ctrl + Z
Ctrl + Y
Ctrl + A
Ctrl + F
Ctrl + H
Alt + Tab
Alt + T + O
F4
Ctrl + F1
Open File
New File
Print
Save File
Save File As
Close File
Close Excel
Exit Dialog
Copy
Cut
Paste
Undo
Redo
Select All
Find
Replace
Switch Windows
Options Menu
Repeat Last
Action
Show / Hide
Ribbon Menu
Navigation & Data Selection
Arrow Keys
Ctrl + Arrows
Shift + Arrows
Shift + Ctrl +
Arrows
Shift + F8
Move Around
Jump to
Boundary
Select Cells
Select to
Boundary
Select Multiple
Areas
Editing Cells
F2
Del
Ctrl + Arrows
Ctrl + Shift +
Arrows
Alt + Enter
Ctrl + Enter /
Tab / Shift +
Tab
Edit Cell
Delete Cell
Contents
Skip Word(s)
Highlight
Word(s)
New Line in Cell
Edit and Stay in
Place / Go Left /
Go Right
Rows & Columns
Ctrl + Spacebar
Shift + Spacebar
Ctrl + Shift + +
Ctrl +
Right Mouse
Button + E
Alt + A + G + G
Shift + Alt +
Right
Alt + A + U + U
Shift + Alt + Left
Alt + A + J
Alt + A + H
Select Column
Select Row
Insert Cells /
Rows / Columns
Delete Cells /
Rows / Columns
Insert Cut Cells
and Shift Over
Group Rows /
Columns
Group Rows /
Columns
Ungroup Rows /
Columns
Ungroup Rows /
Columns
Show Grouped
Rows / Columns
Hide Grouped
Rows / Columns
Workbooks & Worksheets
Ctrl + N
Ctrl + Tab
Shift + F11
Alt + H + D + S
Ctrl + PgUp
Ctrl + PgDn
Alt + H + O + M
Shift + Ctrl +
PgUp / PgDn
Alt + H + O + U
+S
Alt + H + O + U
+H
Alt + H + O + R
Alt + H + O + T
New Workbook
Switch
Workbook
New Worksheet
Del Worksheet
Move to Left
Worksheet
Move to Right
Worksheet
Move / Copy
Worksheet
Select Multiple
Worksheets
Hide Worksheet
Show Worksheet
Rename
Worksheet
Color Tab
Basic Formatting
Alt + H
Ctrl + 1
Ctrl + Alt + V
Ctrl + Alt + V + T
Ctrl + Alt + V + V
Ctrl + Alt + V + F
Alt + H + FC
Alt + H + H
Alt + H + B
Alt + H + A +
L/C/R
Alt + H + 6
Alt + H + 5
Alt + H + 0
Alt + H + 9
Ctrl + B
Ctrl + I
Ctrl + U
Ctrl + 5
Ctrl + Shift + &
Ctrl + Shift +
Shift + Ctrl + ~
Shift + Ctrl + !
Shift + Ctrl + @
Shift + Ctrl + #
Shift + Ctrl + $
Shift + Ctrl + %
Shift + Ctrl + ^
=TEXT(Cell,
Format)
Alt + H + O + I
Alt + H + O + A
Alt + H + O + W
Alt + H + O + H
Alt + H + L + R
Alt + H + T
Format Menu
Format Dialog
Paste Special
Paste Formats
Paste Values
Paste Formulas
Font Color
Fill Color
Border Options
Align Left /
Center/ Right
Increase Indent
Decrease Indent
Increase
Decimal Places
Decrease
Decimal Places
Bold
Italics
Underline
Strikethrough
Add Borders
Delete Borders
General
Number
Time
Date
Currency
Percentage
Scientific
Displays cell
using custom
format
Auto-Fit Col.
Auto-Fit Row
Column Width
Row Height
Conditional
Formatting
Format as Table
Excel 2007 / 2010 / 2013+
Quick Reference The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)
Dates & Times
=DATE (Year,
Month, Day)
=NETWORKDAYS
(Start, End Date)
=EOMONTH
(Start Date, #
Months)
Ctrl + Shift + ;
Ctrl + ;
Creates new
Date
Business days
in between 2
dates
Last day of
month after #
months
Current Time
Current Date
Text Tools & Functions
Alt + A + FT
=LEFT
=RIGHT
=MID
=FIND
=SEARCH
=LEN
=SUBSTITUTE
=REPLACE
Alt + A + E
=TRIM
=PROPER
=UPPER
=LOWER
Text File Import
Chars from left
Chars from right
Chars from
Search for text
within text
Same, but not
case sensitive
Length of text
Replace text in
text with search
Same, but use
position instead
Text to Columns
Deletes Extra
Spaces
Capitalize All
First Letters
Make All Caps
Make All Lower
Display & Printing
Alt + W + F + F
Alt + W + Q
Ctrl + Mouse
Scroll Wheel
Alt + P + S + P
Alt + P + R + S
Ctrl + F2
Alt + W + I
Alt + W + L
Alt + W + VG
Freeze Panes
Zoom
Zoom
Page Setup
Set Print Range
to Selected Area
Print Preview
Page Break View
Normal View
Toggle Gridlines
Formulas and Calculations
=
F9
F4
Ctrl + F3
F5
Tab
Shift + F3
Ctrl + Alt + V + F
Ctrl + Alt + V + R
Ctrl + D
Ctrl + R
Ctrl +
F5, Alt + S + F + X
F5, Alt + S + O + X
Ctrl + ~
=IFERROR(Value,
Value If Error)
Enter Formula
Refresh All
Anchor Cell
Name Cell
Jump to Cell
Use Suggested
Name
Enter Built-In
Function
Paste Formulas
Paste Formats
& Formulas
Copy Down
Copy Right
Copy from
Above
Go to Formulas
Go to Constants
Show Formulas
Calculates only
if no error
Lookups & Related Functions
=VLOOKUP
(Value, Table,
Column #)
=HLOOKUP
(Value, Table,
Row #)
=MATCH (Value,
Row or Column
Range)
=INDEX (Table,
Row #, Col #)
=INDIRECT (Ref)
=ADDRESS (Row
#, Col #)
Match Value in
Left Column
and Return
from Column #
Match Value in
Top Row and
Return from
Row #
Find Items
Position in
Row/Column
Return Item at
Row # and
Column #
Returns cell at
reference given
by text
Creates cell
reference
Common Built-In Functions
=SUM
Alt + =
=COUNT
=AVERAGE
=MAX
=MIN
=SUMIF /
=SUMIFS
=COUNTIF /
=COUNTIFS
=SUMPRODUCT
=ABS
=IF
=OR
=AND
=NPV (Discount
Rate, Cash
Flows)
=XNPV (Rate,
Values, Dates)
=IRR (Values)
=XIRR (Values,
Dates)
Sum Numbers
Sum Adjacent
Cells
Count # Entries
Average
Maximum
Minimum
Conditional
Sum
Conditional
Count
Multiply and
Sum Range
Absolute Value
Conditional
One Must Be
True
All Must Be
True
Net Present
Value of Cash
Flows
NPV with
irregular dates
Internal Rate of
Return of
Investment
IRR with
irregular dates
Database and Array Functions
=DSUM (DB,
Field, Criteria)
=DCOUNT (DB,
Field, Criteria)
Ctrl + Shift +
Enter
=TRANSPOSE
(Rows or
Columns)
Sums records
that match
criteria
Counts records
that match
criteria
Enter Array
Function
Converts rows
to columns and
vice versa
Excel 2007 / 2010 / 2013+
Quick Reference The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)
Auditing Formulas
Ctrl + [
Ctrl + ]
Alt + M + P
Alt + M + D
Alt + M + A + A
Shift + Ctrl + {
Shift + Ctrl + }
F5 + Enter
Shift + F2
Alt + R + D
Alt + R + A
F5, Alt + S + C
Immediate
Precedents
Immediate
Dependents
Trace
Precedents
Trace
Dependents
Erase Traces
All Precedents
All Dependents
Jump to
Original Cell
Add/Edit
Comment
Del Comment
Show All
Comments
Highlight Cells
w/ Comments
Filtering, Sorting & Validating
Alt + A + SS
Alt + A + SA
Alt + A + SD
Ctrl + Shift + L
Alt + A + Q
Right Mouse
Button + E + V
Alt + A + M
Alt + A + V + V
Sort Data
Sort Ascending
Sort
Descending
Filter Data
Advanced Data
Filter
Filter by Cells
Properties
Remove
Duplicates
Validate Data
Pivot Tables
Alt + N + V
Macros, VBA, and Forms
Alt + F11
F5 (in VBA)
F2 (in VBA)
Ctrl + G (in VBA)
Alt + L + I
Alt + W + M + U
Alt + W + M + R
Alt + W + M + V
VBA Editor
Run Macro
Object Browser
Immediate
Window
Form Control
Use Relative
References
Record Macro
View Macros
Graphs & Charts
Pivot Table
Scenarios & Sensitivities
=CHOOSE
(Number, Item1,
Item2)
=OFFSET(Cell, #
Rows, # Cols)
Alt + A + W + S
Alt + A + W + G
Alt + A + W + T
Select from List
based on
Number
Move # of Rows
and Columns
from Cell
Scenario
Manager
Goal Seek
Data Table
Alt + N + C
Alt + N + N
Alt + N + Q
Alt + N + B
Alt + N + X
Alt + N + SD
Alt + N + R
Alt + JC + A
Alt + JC
Alt + JA
Alt + JO
Alt + JA
Row Input Cell = Discount
Rate
Column Input Cell =
Terminal Growth Rate
Column Chart
Line Chart
Pie Chart
Bar Chart
Text Box
Combo Chart
(2013+)
Recommended
Chart (2013+)
Add Chart
Element (2013+)
Design Tab
Layout Tab
(2007, 2010)
Format Tab
(2007, 2010)
Format Tab
(2013)
Excel 2007 / 2010 / 2013+
Quick Reference The Most Important Keyboard Shortcuts for
Finance (IB, PE, HF/AM, ER, CF, etc.)
Custom Number Formats
Example Data:
5
-1200
0
Wal-Mart
Displayed As:
5.0x
(1,200.00)
Balanced!
Model Wal-Mart
Used For:
Valuation Multiples
Negative Expenses
Balance Sheet Checks
Titles & Headers
Text on Left: [Blue]0.0 x;[Red](#,##0.00);"Balanced!";"Model - "@
1.
2.
3.
4.
The order for Custom Number Formats is: [Positive Style];
[Negative Style]; [Zero Style]; [Text Style]
If you include the @ symbol and text, the text will appear
and the @ will be replaced by whats in the cell.
[Red] and [Blue] can be used for color coding.
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 its assigned to. Here, Alt + 4 would change the
spreadsheet to a Page Break view.
Always make sure you go to the
Options menu (Alt + T + O), select
Formulas, and use the settings
shown on the right:
The Optimal Excel Settings IMPORTANT!
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 youre 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.
