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CTRL Shortcuts CTRL + A. CTRL + B CTRL + C CTRL + ALT + V CTRL + D CTRL + F CTRL + G CTRL + H CTRL + I CTRL + K CTRL + N CTRL + O CTRL + P CTRL + R CTRL + S CTRL + T CTRL + U CTRL + V CTRL + W CTRL + X CTRL + Y CTRL + Z CTRL + 1 CTRL + 5 CTRL + 9 SHIFT + CTRL + 9 CTRL + 0 SHIFT + CTRL + 0 CTRL + ~ CTRL + ‘ CTRL + [ CTRL + ] CTRL + ; SHIFT + CTRL + : CTRL + Space CTRL + Enter

• • • •

Formatting Shortcuts Select All Bold Copy Paste Special Fill Down Find Go to Replace Italic Insert Hyperlink New Workbook Open File Print Fill right Save workbook Create Table Underline Paste Close window Cut Repeat Undo Format Box Strike-through Hide row Unhide row Hide column Unhide column Show formulas/values Copy above formula Precedents Dependents Display date Display time Select column Fill selection w/ entry

ALT Shortcuts ALT + Tab ALT + ‘ CTRL + ALT + V CTRL + ALT + V + T ALT + W + S ALT + W + F ALT + H + O + M ALT + H + D + S ALT + W + Q ALT + H + O + I ALT + H + O + R ALT + H + E + A ALT + H + H + L ALT + H + A ALT + H + F + P ALT + H + F ALT + F + W + V ALT + F4 ALT + F8 ALT + F11

Financial Statement Modeling DCF, LBO, M&A Modeling Comparables Modeling Advanced Financial Modeling

Switch program Display style Paste special box Paste format only (Un)split panes (Un)freeze windows Move/ Copy a sheet Delete worksheet Change view sizing Fit column width Change tab name Clear cell Conditional format Align Format painter Formatting Print preview Close program Macro box Visual basic editor

ALT + ‘ ALT + H + 0 ALT + H + 9

Display style Increase decimal Decrease decimal

CTRL + 1 SHIFT + CTRL + ~ SHIFT + CTRL + ! SHIFT + CTRL + @ SHIFT + CTRL + # SHIFT + CTRL + $ SHIFT + CTRL + % SHIFT + CTRL + ^ SHIFT + CTRL + & SHIFT + CTRL + _ SHIFT + CTRL + * SHIFT + CTRL + Enter

Format Box General format Number format Time format Date format Currency format Percentage format Exponential format Outline border Remove border Select region Enter array formula

Columns and Rows SHIFT + Spacebar CTRL + Spacebar SHIFT + ALT + SHIFT + ALT + CTRL + Minus sign SHIFT + CTRL + Plus Sign ALT + P + V + G ALT + P + V + H

Highlight row Highlight column Group rows/columns Ungroup rows/columns Delete selected cells Insert blank cells View gridlines View headings

Function Key Shortcuts F1 F2 F3 F4 F5 F6

Excel Help Menu Edit cells Paste Name Repeat or anchor cells “Go to” Zoom, task, sheet, split

F7 F8 F9 F10 F11 F12 SHIFT + F2 SHIFT + F3 SHIFT + F4 SHIFT + F5 SHIFT + F6 SHIFT + F8 SHIFT + F9 SHIFT + F10 SHIFT + F11 CTRL + F1 CTRL + F3 CTRL + F4 CTRL + F9 CTRL + F10 CTRL + F12 Windows Flag + D Windows Flag +E

Spell check Anchor to highlight Recalculate workbooks Activate menu bar New chart Save as Insert a comment “Insert Function” Box Find Next Find Zoom, task, sheet Add to selection Calculate active sheet Display shortcut menu New worksheet Min / Restore Ribbon Name a cell Close window Minimize workbook Maximize window Open File Minimize program Windows explorer

Excel 2007 Reference Sheet

Industry-specific modeling Accounting & FSA Advanced Excel PowerPoint

Navigation and Data Editing Arrow keys ALT + ALT + Tab CTRL + Pg Up/Down CTRL + Tab CTRL + Arrow keys SHIFT + Arrow keys SHIFT + CTRL + Arrow keys Home CTRL + Home F5 ENTER SHIFT + ENTER TAB SHIFT + TAB BACKSPACE DELETE F2 When inside cell… ALT + ENTER SHIFT + Arrow keys SHIFT + CTRL + Arrow keys BACKSPACE DELETE F4 ESC F7 SHIFT + F2 CTRL + F3 ALT + N + V ALT + N + K ALT + P + S + P ALT + A + S ALT + A + F + W

Move to new cells Display a drop-down list Switch programs Switch worksheets Switch workbooks Go to end of contiguous range Select a cell range Highlight contiguous range Move to beginning of line Move to cell “A1” “Go to” Move to cell below Move to cell above Move to cell to the right Move to cell to the left Delete cell and get inside Delete cell/selection Edit/ highlight dependent cells Start new line in same cell Highlight within cells Highlight contiguous items Delete preceding character Delete character to the right Anchor “Fix” Cells Cancel a cell entry Spell check Insert a comment Name a cell Pivot table Insert charts Page setup Sort options Data from web

Formulas and Auditing = (equals sign) SHIFT + F3 ALT + “=“ CTRL + ‘ (apostrophe) SHIFT + CTRL + “ (quote) CTRL + ~ F9 Auditing formulas… ALT + M + P ALT + M + D ALT + M + A + A ALT + M + V ALT + R + G ALT + W + G CTRL + [ CTRL + ] SHIFT + CTRL + { SHIFT + CTRL + } F5 + Enter

Start a formula Display “Insert Function” box Insert AutoSum formula Copy formula from above cell Copy value from above cell Show formulas/values Recalculate all workbooks Trace immediate precedents Trace immediate dependents Remove tracing arrows Evaluate formula Track changes Zoom to selection Go to precedent cells Go to dependent cells Trace all precedents (indirect) Trace all dependents (indirect) Go back to original cell


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Excel 2007 Reference Sheet

Frequently Used Formulas

Recording a Macro

Perpetuity Formula

Example: Create a macro to insert borders at the bottom of cells 1. Place the cursor in the desired cell. 2. Hit Alt w m r (View Æ Macros Æ Record Macro) 3. Input macro name (‘Border’) and shortcut key (Ctrl Shift B). As soon as you hit ‘OK’, you are starting to record this macro. 4. When finished inserting a bottom border (using Ctrl 1) in the desired cell, hit Alt w m r to ‘Stop Recording’ the macro. 5. Try going to any cell or a range of cells and hitting Ctrl Shift B

Perpetuity =

Cash Flowt+1 (Cost of Capital - Growth Rate)

Discounting (PV) of a Cash Flow DCF = Cash Flowt (1 + i)^(period t) Cost of Equity Cost (K)Equity = Rf + β(Risk PremiumMarket) Weighted Average Cost of Capital WACC = KDebt * (1-Tax Rate) *

D

+ KEquity *

D+E

E D+E

Compound Annual Growth Rate (CAGR) CAGR = Ending Value ^ (1/No. of Periods) - 1 Beginning Value

Data Table Example: Create a data table that will output 2005 EPS based on a range of 2005 revenue growth and EBIT margin assumptions 1. Input a range of revenue growth rates in a column (as pictured) 2. Input a range of EBIT margins in a row (as pictured) 3. Reference 2005 EPS (the output variable) from model into the cell between the input row and input column as illustrated below 4. Highlight the matrix 5. Type Alt a w t (Data Æ What –if analysis Æ Data Table) 6. Reference the row input variable from the model (2005 EBIT margin is the row input variable) 7. Reference the column input variable from the model (2005 revenue growth is the column input variable) 8. Hit Enter

Data Validation Example: Create a list 1. Enter data to be in list (A3:A5) 2. Go to cell to be validated (A7) 3. Click Data Tab > Data Validation 4. Click the Settings tab to specify “List” 5. Input “Source” info (=$A$3:$A$5) and hit “OK”

Customizing a Number Format Custom formatting defines the format for positive numbers, negative numbers, zero values, and text, in that order: <Positive>;<Negative>;<Zero>;<Text> Example: [Blue]0.0x;[Red](#,##0.00);"OK!";"Analysis of" @

Enter or Result: 12 ‐1000 0 Colgate

Values: If positive, then… If negative, then… If zero, then… If typed text, then…

Displayed: 12.0x (1,000.00) OK! Analysis of Colgate

Application: Showing multiples Expenses Balance Sheet Check Model Heading

Iterations and Circularity Example: Inserting a circularity breaker toggle in a model; Insert an IF statement to modify the interest expense formula to incorporate the circularity breaker, such that if it is turned on, the interest expense becomes zero, breaking the circularity Go to: Office Button > Excel Options (Alt t o) > Formulas tab Ensure the ‘Iteration’ box is checked for 100 iterations as illustrated.


excel 2007 Reference Sheet  

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