Wall Street Prep, Excel Crash Course Best Study Guide 2023

WALL STREET PREP, EXCEL CRASH COURSE BEST STUDY GUIDE 1. Keyboard Versus the Mouse: 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: 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 5. Moving Between Worksheets: Ctrl + PageDown/PageUp (Option + RightArrow/LeftArrow) 6. Adding Worksheets: (Fn Shift F11) 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 1 / 27 (8) View (9) Developer 10. How to Access Ribbon on Mac: Ctrl Fn F2 Use arrow keys to peruse the Mac ribbon 11. Mac Settings to Disable: (1) Function Keys: Settings - Keyboard - Use F1, F2, etc. keys as standard function 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 Keys: Hit Fn and then the function key to use the function keys themselves on a Mac 13. Open a New Workout: Ctrl N 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 features 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 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 Toolbars Without the Mouse: 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 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 2 / 27 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 24. Formulas Tab: Important Features: Insert Function, Function Library, Name Manager, Formula Auditing Tools (Trace Precedents, Trace Dependents) 25. Data Tab: Important Features: Filter, Sort, Text to Columns, Flash Fill, Data Validation, Data Tables (Goal Seek), Group/Ungroup 26. Review Tab: Important Features: New Comment 27. View Tab: Important Features: Zoom, Gridlines 28. Developer Tab: Important Features: Record Macro, Add-Ins 29. Accessing Settings (Excel Options): File > Options (Alt F T or Alt T O) MAC: Excel > Preferences 30. Excel Settings Changes: General: Change "Sheets in New Workbook" to 3 Uncheck "Show Workbook Gallery when opening Excel" Calculation/Functions: Change Calculation Options to "Automatic except for data tables" Check "Enable iterative calculation" Edit/Advanced: Uncheck "After pressing Enter, move selection" *Optional - Check "Automatically insert a decimal point" 31. Protection: Go to File > Info > Password Protecting Files (File > Passwords) Alt F T I You can password protect files "Encrypt with Password" You can also protect individual worksheets so that people can't see or edit formulas "Protect Current Sheet" 32. Shortcuts to Allow the User Input to Add More Sheets to a Workbook: Alt i w Alt h i s Shift F11 Alt Shift F1 33. Find or Find and Replace Shortcut: Ctrl F (Cmnd F) 34. What is the recommended workbook calculation setting for Excel?: Automatic Except for Data Tables 3 / 27 35. Add a Cell Reference From a Different Worksheet into an Existing Formula: 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 36. Autofit Row Height Command: Alt H O A 37. Autofit Column Height Command: Alt O C A 38. Assign Column Width Command: Alt H O W (Home > Format > Column Width) 39. Assign Row Height Command: Alt H O H (Home > Format > Row Height) 40. Command to Change Zoom Size: Alt+V+Z (Ctrl+MouseScroll) 41. Autofit the Column Width Command: Alt H O I (Home > Format > Autofit Column Width) 42. Basic Excel Drills: Most keyboard shortcuts involves Alt or Ctrl keys Alt: Press each key and let go (do you NOT need to hold to the Alt key) Ctrl: Ctrl key must be held down as you press the other key in the shortcut sequence 43. Ctrl Commands: Most commands involving Ctrl are shortcuts that are automated by default to make Excel more efficient and user friendly 44. Save As Shortcut: Alt F A 45. Alt Commands: Most commands involving Alt are shortcuts to the commands and functions inside the default eight Main Tabs 46. Select Column & Range of Columns: Ctrl Space Range: Ctrl Space Shift+RightArrow 47. Select Row & Range of Rows: Shift Space Range: Shift Space Shift+DownArrow 48. Undo: Ctrl Z 49. Excel Formulas: 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 50. Operations in Excel:  4 / 27