Excel Shortcuts Investment Banking: Quick Tips
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- Опубліковано 7 лип 2024
- You’ll get a quick, but very powerful, tip on how to optimize your Excel setup with the Quick Access Toolbar (QAT) and custom shortcuts in this tutorial. These tips will save you a ton of time when creating valuations, organizing data, and doing any formatting exercise.
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"Financial Modeling Training And Career Resources For Aspiring Investment Bankers"
Shortcuts Introduced:
These are all BUILT-IN shortcuts:
Alt, T, O: Options Menu
Alt, H, FC: Font Color
Alt, H, FS: Font Size
Alt, H, H: Fill Color
Alt, H, A, C: Center
Alt, H, B: Borders
Alt, H, O, I: AutoFit Column Width
Alt, H, O, W: Column Width
Alt, H, 0: Increase Decimal Places
Alt, H, 9: Decrease Decimal Places
These are the NEW shortcuts you can create via the Quick Access Toolbar:
Alt, 1: Font Color
Alt, 2: Font Size
Alt, 3: Fill Color
Alt, 4: Center
Alt, 5: Borders
Alt, 6: AutoFit Column Width
Alt, 7: Column Width
Alt, 8: Increase Decimal Places
Alt, 9: Decrease Decimal Places
Lesson Outline:
Many Excel shortcuts that you use repeatedly when creating valuations, models and when formatting data are cumbersome to enter.
Something as simple as changing the font color takes 4 keystrokes - Alt, H, F, C - if you use the built-in method for it.
Other common commands such as alignment, fill colors, borders, and column widths also take 3-4 keystrokes.
A more efficient alternative is to set up the Quick Access Toolbar (QAT) so that you can access the most common commands with shortcuts like Alt, 1 instead.
You can either import our file (see the link below under RESOURCES) or go to the Options menu (Alt, T, O) and then the Quick Access Toolbar tab, and create the menu yourself.
We recommend setting “Font Color” in position #1, followed by Font Size, Fill Color, Center, Borders, AutoFit Column Width, Column Width, and Increase and Decrease Decimal places.
These are some of the most frequently used commands in Excel, and you’ll save a ton of time with the new, shorter versions.
A command like AutoFit Column Width that used to take 4 keystrokes now takes only 2 (Alt, 6) with this approach.
You might realize 30-40% time savings when working in Excel if you use this full set of shortcuts. They’re especially useful for formatting and analyzing data and doing the initial setup in financial models.
RESOURCES:
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Not only are your videos extremely well made, your presentation style is simple and easy to follow along.
Thanks! Glad to hear it.
This is so good.
If I could give this video 10 thumbs up I would. Thanks for the helpful shortcuts!
Great work!
Thanks for watching!
Thanks for this video, your content is great! I've always wondered why using Office themes is so uncommon to do a lot of the heavy formatting legwork. Any ideas?
People use PowerPoint for different reasons - sometimes they just insert plain text onto slides, sometimes they make animated presentations, etc., so it is not necessarily optimized for the types of presentations you create in finance roles.
Great videos. How well does this apply to Macs?
It doesn't. You shouldn't be using the Mac versions of Excel or PowerPoint for anything in finance, as the Mac versions are very limited. We recommend installing Parallels and using the PC versions on your Mac instead.
What is your opinion/experience on using macros for formatting? Especially for font and fill color it could be quicker.
Macros can be helpful (we have several formatting macros in the Excel course), but they won't get everything perfect. Also, you can't undo changes if they're made by macros. So we use them sometimes but not always.
Thanks for the video. Can you tell me the blue pen you use at 2:50.
It's not a pen, it's part of the screen recording software we use (Camtasia Studio for the PC).
can you do a video on microsofts acquisition of linkedin? like a merger model tutorial? please!! it'd be sooo cool.
Thanks for your suggestion. Probably not, unless it's part of an upcoming course or product, as it would take too much time otherwise. Also, we already have a ton of tutorials on tech companies (Microsoft/Yahoo, Atlassian, Kakao/Daum, Netflix, Dell, the list goes on).
Hey buddy, thx for ur introduction. I want to know is it only possible for excel 2016 for windows or is it also possible for excel 2011 for mac, too? I tested it about I can not make it like. "For example with Alt 1 for me is it only possible to get one color and not to choose between the colors".
It may not be possible in Mac Excel 2011, as there are more restrictions on the interface there.
thx for u answer. im going every morning to the libary of my university to train and gain the skill to become faster haha. Thumbs Up for U
Great idea. Never thought of adding the shortcuts in the QAT. Beautiful professional spreadsheets. How do you create the outputs: do you use formulas or do you use the excel cubic functions to grab the values from a data set?
??? I'm not sure what you mean by "the outputs," these are just standard Excel spreadsheets/models...
“or even worse, a former consultant” lol
There's nothing worse...
I am using a Macbook and I am having trouble with the shortcuts. Do you have Mac excel shortcuts?
Unfortunately, no. We recommend against using Mac Excel for anything, and if you do want to use it, you should install Parallels and the PC version of Excel. You can find Mac Excel shortcuts online.
Which excel version are you using here?
2016
How can I have that bright blue color you have in some cells? Mine is all faded and definitely looks worse.
Sorry, I can't say without knowing your Excel version. You can try changing the color scheme internally.
why cant u record a macro for it... just select the cells and run a predefined steps..
You can record a macro, but the point is that a macro is not always the best way of accomplishing a task. For one thing, the Undo command doesn't work if you use a macro, which makes it quite annoying to manipulate files. Also, macros are unnecessarily complicated for simple formatting tasks like these. Macros are better for more complex tasks that require several steps to accomplish and which are not easily encapsulated in the Quick Access Toolbar commands.
8 interns and former consultants disliked the video
The interns disappoint me. Consultants dislike everything, so no surprise there.
Where is the Excel QAT FILE
Click "Show More" and scroll to the bottom and click on the links under Resources.