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Wall Street Prep Excel Crash Course Final Review 2026–2027 Questions, Answers & Study Guide

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Wall Street Prep Excel Crash Course Final Review 2026–2027 is a comprehensive study resource designed to help learners review important Microsoft Excel concepts, formulas, functions, shortcuts, spreadsheet techniques, and financial modeling fundamentals. This guide includes practice questions, answer reviews, and structured study materials to support effective preparation and strengthen Excel skills. Ideal for students, finance learners, analysts, and professionals seeking a focused review of Excel concepts and practical spreadsheet applications.

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Wall Street Prep Excel Crash Course Final Review
2026–2027 | Questions, Answers & Study Guide
1. Keyboard Versus the Mouse: AlmosteverythingthatcanbedoneinExcelusingamousecanalso bedone i i i i i i i i i i i i i i i i i i




usingthekeyboardshortcuts
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Bestwaytolearn istodisconnect themouse andwork throughExcelusing only thekeyboard
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2. Name Box: Tellsyouwhatcellyouarein(topleftbelowtheribbon)
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3. Formula Bar: When you insert a formula into a cell and hit return, the cell will show you The
i i i i i i i i i i i i i i i i i i the output
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formulabar,however,willshowyoutheformula
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Nextto"fx"rightbelowtheribbon
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4. Worksheets: AnExcelfileiscalledaworkbook; You i i i i i i i i




start with 1 worksheet but you can add/delete more The active
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worksheet is highlighted in Excel
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5. MovingBetween Worksheets: Ctrl+PageDown/PageUp i i i i i




(Option + RightArrow/LeftArrow)
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6. AddingWorksheets: (FnShiftF11) i i i i




7. Columns: Alphabetically labeled (A, B, C, i i i i i




8. Rows: Numericallylabeled(1,2,3,etc.) i i i i i i




9. Main tabs: Although we focus on shortcuts, virtually all commands, functions, and Excel features can be accessed
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through the task-oriented tabs which organize them into nine logical categories:
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(1) Home
(2) Insert
(3) Draw
(4) PageLayout i




(5) Formulas

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,(6) Data
(7) Review
(8) View
(9) Developer
10. How to Access Ribbon on Mac: CtrlFnF2 Use i i i i i i i i i




arrowkeystoperusetheMacribbon
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11. Mac Settings to Disable: (1) Function Keys: Settings - Keyboard - Use F1, F2, etc. keys as standard function
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keys
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(2) Mission Control: System Preferences - Keyboard -Shortcuts - Mission Control - Disable "Move a space left" and "Move a
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space right" to use Ctrl RightArrow or Ctrl LeftArrow
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12. Using Function Keys: HitFnand thenthefunction keytousethe functionkeysthemselves ona Mac
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13. OpenaNewWorkout:CtrlN i i i i i




CmndN
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14. The File Tab: Many Excel features (Open file, Save file, Print file, etc.) are located in this tab Excelalso
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hasalternativekeyboardshortcuts(usingCtrl)formanyofthesefeatures
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OpenaFile:CtrlO(CmndO)Save
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a File: Ctrl S (Cmnd S) Print a
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File: Ctrl P (Cmnd P)
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15. SaveaFile:CtrlS i i i i




CmndS
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16. PrintaFile:CtrlP i i i i




CmndP
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17. Opena File: CtrlO i i i i




CmndO
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18. Toolbars: WithineachofthemaintabsyouwillfindallofExcel'sfeatures,groupedbycommands i i i i i i i i i i i i i i i i




19. NavigatingtotheToolbarsWithouttheMouse:HitAltandtheappropriateletter(oruse the i i i i i i i i i i i i i i i




right/leftarrowkeys)togettothedesiredtab
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Oncethere,usetheTabandShiftTabkeystonavigatearound,theSpacetoopenadropdown,andEntertoselect
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20. Bold Command: CtrlB i i i




CmndB
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21. The HomeTab:Includesmostformattingproperties:
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Font type, size, and color
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, Backgroundcolor i




Text/cellalignment
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Changing currency, decimal, percent formats Inserting, i i i i i




deleting, and hiding rows and columns Adjustingcolumns
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androwswidth
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Inserting,deleting,andrenamingworksheets i i i i




22. TheInsertTab:ImportantFeatures:PivotTable,Charts,Header&Footer
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23. Page Layout Tab: ImportantFeatures:PrintArea,Fonts,Gridlines
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24. Formulas Tab: Important Features: Insert Function, Function Library, Name Manager, Formula Auditing Tools
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(Trace Precedents, Trace Dependents)
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25. DataTab: ImportantFeatures:Filter,Sort,TexttoColumns,FlashFill,DataValidation,DataTables(GoalSeek),
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Group/Ungroup
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26. Review Tab: ImportantFeatures:NewComment i i i i i




27. View Tab: ImportantFeatures:Zoom,Gridlines i i i i i




28. Developer Tab: Important Features: Record Macro, Add-Ins i i i i i i




29. Accessing Settings (Excel Options): File>Options(AltFTorAltTO) MAC: i i i i i i i i i i i i i i




Excel>Preferences
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30. Excel Settings Changes: General: i i i




Change"SheetsinNewWorkbook"to3 i i i i i i




Uncheck"ShowWorkbookGallerywhenopeningExcel" i i i i i i




Calculation/Functions:
Change Calculation Options to "Automatic except for data tables" Check
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"Enable iterative calculation"
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Edit/Advanced:
Uncheck"AfterpressingEnter,moveselection"
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*Optional- Check "Automatically insert a decimalpoint"
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31. Protection: GotoFile>Info>PasswordProtectingFiles(File>Passwords) AltFTI i i i i i i i i i i i i i i i i




Youcanpasswordprotectfiles"EncryptwithPassword"
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Youcanalsoprotectindividualworksheetssothatpeoplecan'tseeoreditformulas"ProtectCurrentSheet"
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