Wall Street Prep: Excel Crash Course
1. Keyboard Versus Almost everything that can be done in Excel using a mouse can also be done using
the Mouse the keyboard shortcuts
Best way to learn is to disconnect the mouse and work through Excel using only
the keyboard
2. Name Box Tells you what cell you are in (top left below the ribbon)
3. Formula Bar When you insert a formula into a cell and hit return, the cell will show you the
output
The formula bar, however, will show you the formula
Next to "fx" right below the ribbon
4. Worksheets 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
, Wall Street Prep: Excel Crash Course
5. Moving Between Ctrl + PageDown/PageUp
Worksheets (Option + RightArrow/LeftArrow)
6. Adding Work- (Fn Shift F11)
sheets
7. Columns Alphabetically labeled (A, B, C, etc.)
8. Rows Numerically labeled (1, 2, 3, etc.)
9. Main tabs 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:
(1) Home
(2) Insert
(3) Draw
(4) Page Layout
(5) Formulas
(6) Data
(7) Review
(8) View
(9) Developer
, Wall Street Prep: Excel Crash Course
10. How to Access Ctrl Fn F2
Ribbon on Mac Use arrow keys to peruse the Mac ribbon
11. Mac Settings to (1) Function Keys: Settings - Keyboard - Use F1, F2, etc. keys as standard function
Disable keys
(2) Mission Control: System Preferences - Keyboard - Shortcuts - Mission Control
- Disable "Move a space left" and "Move a space right" to use Ctrl RightArrow or
Ctrl LeftArrow
12. Using Function Hit Fn and then the function key to use the function keys themselves on a Mac
Keys
13. Open a New Ctrl N
Workout Cmnd N
14. The File Tab Many Excel features (Open file, Save file, Print file, etc.) are located in this tab
Excel also has alternative keyboard shortcuts (using Ctrl) for many of these fea-
tures
Open a File: Ctrl O (Cmnd O)
Save a File: Ctrl S (Cmnd S)
Print a File: Ctrl P (Cmnd P)
15. Save a File Ctrl S
Cmnd S
16. Print a File Ctrl P
Cmnd P
, Wall Street Prep: Excel Crash Course
17. Open a File Ctrl O
Cmnd O
18. Toolbars Within each of the main tabs you will find all of Excel's features, grouped by
commands
19. Navigating to the Hit Alt and the appropriate letter (or use the right/left arrow keys) to get to the
Toolbars Without desired tab
the Mouse Once there, use the Tab and Shift Tab keys to navigate around, the Space to open
a drop down, and Enter to select
20. Bold Command Ctrl B
Cmnd B
21. The Home Tab Includes most formatting properties:
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
22. The Insert Tab Important Features: Pivot Table, Charts, Header & Footer
23. Page Layout Tab Important Features: Print Area, Fonts, Gridlines
1. Keyboard Versus Almost everything that can be done in Excel using a mouse can also be done using
the Mouse the keyboard shortcuts
Best way to learn is to disconnect the mouse and work through Excel using only
the keyboard
2. Name Box Tells you what cell you are in (top left below the ribbon)
3. Formula Bar When you insert a formula into a cell and hit return, the cell will show you the
output
The formula bar, however, will show you the formula
Next to "fx" right below the ribbon
4. Worksheets 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
, Wall Street Prep: Excel Crash Course
5. Moving Between Ctrl + PageDown/PageUp
Worksheets (Option + RightArrow/LeftArrow)
6. Adding Work- (Fn Shift F11)
sheets
7. Columns Alphabetically labeled (A, B, C, etc.)
8. Rows Numerically labeled (1, 2, 3, etc.)
9. Main tabs 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:
(1) Home
(2) Insert
(3) Draw
(4) Page Layout
(5) Formulas
(6) Data
(7) Review
(8) View
(9) Developer
, Wall Street Prep: Excel Crash Course
10. How to Access Ctrl Fn F2
Ribbon on Mac Use arrow keys to peruse the Mac ribbon
11. Mac Settings to (1) Function Keys: Settings - Keyboard - Use F1, F2, etc. keys as standard function
Disable keys
(2) Mission Control: System Preferences - Keyboard - Shortcuts - Mission Control
- Disable "Move a space left" and "Move a space right" to use Ctrl RightArrow or
Ctrl LeftArrow
12. Using Function Hit Fn and then the function key to use the function keys themselves on a Mac
Keys
13. Open a New Ctrl N
Workout Cmnd N
14. The File Tab Many Excel features (Open file, Save file, Print file, etc.) are located in this tab
Excel also has alternative keyboard shortcuts (using Ctrl) for many of these fea-
tures
Open a File: Ctrl O (Cmnd O)
Save a File: Ctrl S (Cmnd S)
Print a File: Ctrl P (Cmnd P)
15. Save a File Ctrl S
Cmnd S
16. Print a File Ctrl P
Cmnd P
, Wall Street Prep: Excel Crash Course
17. Open a File Ctrl O
Cmnd O
18. Toolbars Within each of the main tabs you will find all of Excel's features, grouped by
commands
19. Navigating to the Hit Alt and the appropriate letter (or use the right/left arrow keys) to get to the
Toolbars Without desired tab
the Mouse Once there, use the Tab and Shift Tab keys to navigate around, the Space to open
a drop down, and Enter to select
20. Bold Command Ctrl B
Cmnd B
21. The Home Tab Includes most formatting properties:
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
22. The Insert Tab Important Features: Pivot Table, Charts, Header & Footer
23. Page Layout Tab Important Features: Print Area, Fonts, Gridlines
