Excel Shortcuts for Finance

Shortcuts from the list provided are particularly useful for finance professionals to speed up their workflow. Here are the shortcuts from the list that are especially relevant for finance:

  1. Ctrl + Arrow Key: Jump to the edge of data regions. This is useful for quickly navigating through large financial datasets.
  2. Ctrl + Shift + Arrow Key: Extend the selection to the last non-blank cell, which is helpful when you need to select large ranges of financial data for analysis or formatting.

Editing & Formatting

  1. Ctrl + 1: Open the Format Cells dialog box, which is crucial for formatting numbers, currencies, dates, and other data types in financial reports.
  2. Alt + E, S, V: Paste special, particularly valuable for pasting values only, which is a common need in financial modeling to remove formulas and keep the results.

Formulas & Functions

  1. F2: Edit the active cell and put the insertion point at the end of its contents, essential for quickly editing financial formulas and functions.
  2. F4: Repeat the last action or toggle absolute and relative references when editing formulas, crucial for financial modeling to ensure correct cell references.
  3. Ctrl + Shift + Enter: Enter a formula as an array formula, which can be used for complex calculations such as those involving multiple conditions or criteria in finance.

Workbook & Worksheet Management

  1. Ctrl + P: Open the Print dialog box, important for printing financial reports.
  2. F12: Open the Save As dialog box, useful for saving financial models and reports with specific naming conventions.
  3. Ctrl + N: Create a new workbook, a basic but essential shortcut for starting new financial analyses or reports.
  4. Ctrl + O: Open an existing workbook, necessary for accessing previously saved financial models and data.

Data Manipulation

  1. Ctrl + T: Convert a range of cells to a table, which is beneficial for managing financial data sets, as tables offer powerful data analysis capabilities.
  2. Alt + N, V: Insert a PivotTable, an indispensable tool for summarizing, analyzing, exploring, and presenting summary data in financial reports.
  3. Ctrl + Shift + L: Toggle filters on and off, crucial for analyzing financial data sets to focus on specific subsets of data.

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