Wall Street Prep: Excel Crash Course Exam
2023, Complete Solution
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
Name Box
Tells you what cell you are in (top left below the ribbon)
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
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
Moving Between Worksheets
Ctrl + PageDown/PageUp
(Option + RightArrow/LeftArrow)
Adding Worksheets
(Fn Shift F11)
Columns
Alphabetically labeled (A, B, C, etc.)
Rows
Numerically labeled (1, 2, 3, etc.)
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
How to Access Ribbon on Mac
Ctrl Fn F2
Use arrow keys to peruse the Mac ribbon
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
Using Function Keys
Hit Fn and then the function key to use the function keys themselves on a Mac
Open a New Workout
Ctrl N
Cmnd N
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)
Save a File
Ctrl S
Cmnd S
Print a File
Ctrl P
Cmnd P
Open a File
Ctrl O
Cmnd O
Toolbars
Within each of the main tabs you will find all of Excel's features, grouped by commands
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
Bold Command
Ctrl B
Cmnd B
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
The Insert Tab
Important Features: Pivot Table, Charts, Header & Footer
, Page Layout Tab
Important Features: Print Area, Fonts, Gridlines
Formulas Tab
Important Features: Insert Function, Function Library, Name Manager, Formula Auditing
Tools (Trace Precedents, Trace Dependents)
Data Tab
Important Features: Filter, Sort, Text to Columns, Flash Fill, Data Validation, Data
Tables (Goal Seek), Group/Ungroup
Review Tab
Important Features: New Comment
View Tab
Important Features: Zoom, Gridlines
Developer Tab
Important Features: Record Macro, Add-Ins
Accessing Settings (Excel Options)
File > Options (Alt F T or Alt T O)
MAC: Excel > Preferences
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"
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"
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
Find or Find and Replace Shortcut
Ctrl F
(Cmnd F)
What is the recommended workbook calculation setting for Excel?
Automatic Except for Data Tables
Add a Cell Reference From a Different Worksheet into an Existing Formula
2023, Complete Solution
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
Name Box
Tells you what cell you are in (top left below the ribbon)
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
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
Moving Between Worksheets
Ctrl + PageDown/PageUp
(Option + RightArrow/LeftArrow)
Adding Worksheets
(Fn Shift F11)
Columns
Alphabetically labeled (A, B, C, etc.)
Rows
Numerically labeled (1, 2, 3, etc.)
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
How to Access Ribbon on Mac
Ctrl Fn F2
Use arrow keys to peruse the Mac ribbon
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
Using Function Keys
Hit Fn and then the function key to use the function keys themselves on a Mac
Open a New Workout
Ctrl N
Cmnd N
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)
Save a File
Ctrl S
Cmnd S
Print a File
Ctrl P
Cmnd P
Open a File
Ctrl O
Cmnd O
Toolbars
Within each of the main tabs you will find all of Excel's features, grouped by commands
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
Bold Command
Ctrl B
Cmnd B
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
The Insert Tab
Important Features: Pivot Table, Charts, Header & Footer
, Page Layout Tab
Important Features: Print Area, Fonts, Gridlines
Formulas Tab
Important Features: Insert Function, Function Library, Name Manager, Formula Auditing
Tools (Trace Precedents, Trace Dependents)
Data Tab
Important Features: Filter, Sort, Text to Columns, Flash Fill, Data Validation, Data
Tables (Goal Seek), Group/Ungroup
Review Tab
Important Features: New Comment
View Tab
Important Features: Zoom, Gridlines
Developer Tab
Important Features: Record Macro, Add-Ins
Accessing Settings (Excel Options)
File > Options (Alt F T or Alt T O)
MAC: Excel > Preferences
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"
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"
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
Find or Find and Replace Shortcut
Ctrl F
(Cmnd F)
What is the recommended workbook calculation setting for Excel?
Automatic Except for Data Tables
Add a Cell Reference From a Different Worksheet into an Existing Formula
