Wall Street Prep: Excel Crash Course: Updated A+ Score Guide
Wall Street Prep: Excel Crash Course
Keyboard Versus the Mouse
(Ans- 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
Name Box
(Ans- Tells you what cell you are in (top left below the ribbon)
Formula Bar
(Ans- 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
Worksheets
(Ans- 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
Moving Between Worksheets
(Ans- Ctrl + PageDown/PageUp
(Option + RightArrow/LeftArrow)
Adding Worksheets
(Ans- (Fn Shift F11)
Columns
(Ans- Alphabetically labeled (A, B, C, etc.)
Rows
(Ans- Numerically labeled (1, 2, 3, etc.)
Main tabs
(Ans- 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
How to Access Ribbon on Mac
(Ans- Ctrl Fn F2
Use arrow keys to peruse the Mac ribbon
Mac Settings to Disable
(Ans- (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
Using Function Keys
(Ans- Hit Fn and then the function key to use the function keys themselves
on a Mac
Open a New Workout
(Ans- Ctrl N
Cmnd N
The File Tab
(Ans- 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)
Save a File
(Ans- Ctrl S
Cmnd S
Print a File
(Ans- Ctrl P
Cmnd P
Open a File
(Ans- Ctrl O
Cmnd O
Toolbars
(Ans- Within each of the main tabs you will find all of Excel’s features,
grouped by commands
Navigating to the Toolbars Without the Mouse
(Ans- 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
Bold Command
(Ans- Ctrl B
Cmnd B
The Home Tab
(Ans- 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
The Insert Tab
(Ans- Important Features: Pivot Table, Charts, Header & Footer
Page Layout Tab
(Ans- Important Features: Print Area, Fonts, Gridlines
Formulas Tab
(Ans- Important Features: Insert Function, Function Library, Name
Manager, Formula Auditing Tools (Trace Precedents, Trace Dependents)
Data Tab
(Ans- Important Features: Filter, Sort, Text to Columns, Flash Fill, Data
Validation, Data Tables (Goal Seek), Group/Ungroup
Review Tab
(Ans- Important Features: New Comment
View Tab
(Ans- Important Features: Zoom, Gridlines
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