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MS EXCEL - for Accountants and Short cut keys

1. Use PivotTables to analyse and summarise data

Many spreadsheet pros believe that pivot tables are the most powerful tool in Excel. PivotTables are a great way to summarise a list of data at the click of a button. They are also very easy to do.

Before you begin to create a PivotTable, make sure your source data is well organised and that you have an idea of what data should feature in it.

  • Select a cell in your source data.
  • On theInsert tab, click the
  • Choose the fields to add to your PivotTable report.
  • Drag a ‘label’ field into the Row Labels area (e.g. Client).
  • Drag a numeric field into the Values area (e.g. Assets).
  • Adjust what value is shown by right-clicking in your values field, and selecting ‘Show value as’. You can choose from options such as % of grand total, running total, and difference from.

2. Count how many times data appears

COUNTIF is a very useful and easy function to use in Excel. Quite simply, it will count the number of cells that meet your specified criteria. For example how many times the word ‘January’ appears in your spreadsheet, or how many times ‘office supplies’ has been claimed on expenses.

Syntax=COUNTIF(range ,“criteria”).

3.SUMIF() Function

SUMIF is a function to sum cells that meet a single criteria. SUMIF can be used to sum cells based on dates, numbers, and text that match specific criteria. SUMIF supports logical operators (>,<,<>,=) and wildcards (*,?) for partial matching.

Syntax: =SUMIF (range, criteria, [sum­_range])

  1. Vlookup

Syntax: In the Concerned Cell, go to Formulas-->Lookup and Reference-->Vlookup

  1. Hlookup

To use the function, select the target cell you want the answer to appear in and then select the formulas menu from the menu bar in Excel. Select the Lookup & Reference tab to access the HLOOKUP function.

Select HLOOKUP and then add the parameters in the formula window. This is what the above HLOOKUP formula will look like:

6. Text To Column

To separate the contents of one Excel cell into separate columns, you can use the 'Convert Text to Columns Wizard'. For example, when you want to separate a list of full names into last and first names.

  1. Select the range with full names..

  1. On the Data tab, in the Data Tools group, click Text to Columns.

The following dialog box appears.

. Choose Delimited and click Next.

  1. Clear all the check boxes under Delimiters except for the Comma and Space check box.
  2. Click Finish.

Note: This example has commas and spaces as delimiters. You may have other delimiters in your data. Experiment by checking and unchecking the different check boxes. You get a live preview of how your data will be separated.

Result:

MS EXCEL - for Accountants and Short cut keys

 

Function Key

SHIFT

CTRL

ALT

CTRL+SHIFT

ALT+SHIFT

F1

Display Help or the Office Assistant

What's This?

 

Insert a chart sheet

 

Insert a new worksheet

F2

Edit the active cell

Edit a cell comment

 

Save As command

 

Save command

F3

Paste a name into a formula

Paste a function into a formula

Define a name

 

Create names by using row and column labels

 

F4

Repeat the last action

Repeat the last Find (Find Next)

Close the window

Exit

   

F5

Go To

Display the Find dialog box

Restore the window size

     

F6

Move to the next pane

Move to the previous pane

Move to the next workbook window

 

Move to the previous workbook window

 

F7

Spelling command

 

Move the window

     

F8

Extend a selection

Add to the selection

Resize the window

Display the Macro dialog box

   

F9

Calculate all sheets in all open workbooks

Calculate the active worksheet

Minimize the workbook

     

F10

Make the menu bar active

Display a shortcut menu (right click)

Maximize or restore the workbook window

     

F11

Create a chart

Insert a new worksheet

Insert a Microsoft Excel 4.0 macro sheet

Display Visual Basic Editor

   

F12

Save As command

Save command

Open command

 

Print command

 

Short Cut Keys Enter data by using shortcut keys

To

Press

Complete a cell entry

ENTER

Cancel a cell entry

ESC

Repeat the last action

F4 or CTRL+Y

Start a new line in the same cell

ALT+ENTER

Delete the character to the left of the insertion point, or delete the selection

BACKSPACE

Delete the character to the right of the insertion point, or delete the selection

DELETE

Delete text to the end of the line

CTRL+DELETE

Move one character up, down, left, or right

Arrow keys

Move to the beginning of the line

HOME

Edit a cell comment

SHIFT+F2

Create names from row and column labels

CTRL+SHIFT+F3

Fill down

CTRL+D

Fill to the right

CTRL+R

Fill the selected cell range with the current entry

CTRL+ENTER

Complete a cell entry and move down in the selection

ENTER

Complete a cell entry and move up in the selection

SHIFT+ENTER

Complete a cell entry and move to the right in the selection

TAB

Complete a cell entry and move to the left in the selection

SHIFT+TAB

 

Work in cells or the formula bar by using shortcut keys

To

Press

Start a formula

= (EQUAL SIGN)

Cancel an entry in the cell or formula bar

ESC

Edit the active cell

F2

Edit the active cell and then clear it, or delete the preceding character in the active cell as you edit the cell contents

BACKSPACE

Paste a name into a formula

F3

Define a name

CTRL+F3

Calculate all sheets in all open workbooks

F9

Calculate the active worksheet

SHIFT+F9

Insert the AutoSum formula

ALT+= (EQUAL SIGN)

Enter the date

CTRL+; (SEMICOLON)

Enter the time

CTRL+SHIFT+; (SEMICOLON)

Insert a hyperlink

CTRL+K

Complete a cell entry

ENTER

Copy the value from the cell above the active cell into the cell or the formula bar

CTRL+SHIFT+" (QUOTATION MARK)

Alternate between displaying cell values and displaying cell formulas

CTRL+` (SINGLE LEFT QUOTATION MARK)

Copy a formula from the cell above the active cell into the cell or the formula bar

CTRL+' (APOSTROPHE)

Enter a formula as an array formula

CTRL+SHIFT+ENTER

Display the Formula Palette after you type a valid function name in a formula

CTRL+A

Insert the argument names and parentheses for a function, after you type a valid function name in a formula

CTRL+SHIFT+A

Display the AutoComplete list

ALT+DOWN ARROW

Format & Edit

Format data by using shortcut keys

To

Press

Display the Style command (Format menu)

ALT+' (APOSTROPHE)

Display the Cells command (Format menu)

CTRL+1

Apply the General number format

CTRL+SHIFT+~

Apply the Currency format with two decimal places (negative numbers appear in parentheses)

CTRL+SHIFT+$

Apply the Percentage format with no decimal places

CTRL+SHIFT+%

Apply the Exponential number format with two decimal places

CTRL+SHIFT+^

Apply the Date format with the day, month, and year

CTRL+SHIFT+#

Apply the Time format with the hour and minute, and indicate A.M. or P.M.

CTRL+SHIFT+@

Apply the Number format with two decimal places, 1000 separator, and – for negative values

CTRL+SHIFT+!

Apply the outline border

CTRL+SHIFT+&

Remove all borders

CTRL+SHIFT+_

Apply or remove bold formatting

CTRL+B

Apply or remove italic formatting

CTRL+I

Apply or remove an underline

CTRL+U

Apply or remove strikethrough formatting

CTRL+5

Hide rows

CTRL+9

Unhide rows

CTRL+SHIFT+(

Hide columns

CTRL+0 (ZERO)

Unhide columns

CTRL+SHIFT+)

 

Edit data by using shortcut keys

To

Press

Edit the active cell

F2

Cancel an entry in the cell or formula bar

ESC

Edit the active cell and then clear it, or delete the preceding character in the active cell as you edit the cell contents

BACKSPACE

Paste a name into a formula

F3

Complete a cell entry

ENTER

Enter a formula as an array formula

CTRL+SHIFT+ENTER

Display the Formula Palette after you type a valid function name in a formula

CTRL+A

Insert the argument names and parentheses for a function, after you type a valid function name in a formula

CTRL+SHIFT+A

 

Insert, delete, and copy a selection by using shortcut keys

To

Press

Copy the selection

CTRL+C

Paste the selection

CTRL+V

Cut the selection

CTRL+X

Clear the contents of the selection

DELETE

Insert Dialogue box

CTRL+SHIFT+PLUS SIGN

Delete the selection

CTRL+ –

Undo the last action

CTRL+Z

   

Move within a selection by using shortcut keys

To

Press

Move from top to bottom within the selection (down), or in the direction that is selected on the Edit tab (Tools menu, Options command)

ENTER

Move from bottom to top within the selection (up), or opposite to the direction that is selected on the Edit tab (Tools menu, Options command)

SHIFT+ENTER

Move from left to right within the selection, or move down one cell if only one column is selected

TAB

Move from right to left within the selection, or move up one cell if only one column is selected

SHIFT+TAB

Move clockwise to the next corner of the selection

CTRL+PERIOD

Move to the right between nonadjacent selections

CTRL+ALT+RIGHT ARROW

Move to the left between nonadjacent selections

CTRL+ALT+LEFT ARROW

Select data, cells, chart items, or objects by using shortcut keys

Select cells, columns, rows, or objects in worksheets and workbooks by using shortcut keys

To

Press

Select the current region around the active cell (the current region is an area enclosed by blank rows and blank columns)

CTRL+SHIFT+* (ASTERISK)

Extend the selection by one cell

SHIFT+ arrow key

Extend the selection to the last nonblank cell in the same column or row as the active cell

CTRL+SHIFT+ arrow key

Extend the selection to the beginning of the row

SHIFT+HOME

Extend the selection to the beginning of the worksheet

CTRL+SHIFT+HOME

Extend the selection to the last cell used on the worksheet (lower-right corner)

CTRL+SHIFT+END

Select the entire column

CTRL+SPACEBAR

Select the entire row

SHIFT+SPACEBAR

Select the entire worksheet

CTRL+A

If multiple cells are selected, select only the active cell

SHIFT+BACKSPACE

Extend the selection down one screen

SHIFT+PAGE DOWN

Extend the selection up one screen

SHIFT+PAGE UP

With an object selected, select all objects on a sheet

CTRL+SHIFT+SPACEBAR

Alternate between hiding objects, displaying objects, and displaying placeholders for objects

CTRL+6

Show or hide the Standard toolbar

CTRL+7

In End mode, to

Press

Turn End mode on or off

END

Extend the selection to the last nonblank cell in the same column or row as the active cell

END, SHIFT+ arrow key

Extend the selection to the last cell used on the worksheet (lower-right corner)

END, SHIFT+HOME

Extend the selection to the last cell in the current row; this keystroke is unavailable if you selected the Transition navigation keys check box on the Transition tab (Tools menu, Options command)

END, SHIFT+ENTER

With SCROLL LOCK on, to

Press

Turn SCROLL LOCK on or off

SCROLL LOCK

Scroll the screen up or down one row

UP ARROW or DOWN ARROW

Scroll the screen left or right one column

LEFT ARROW or RIGHT ARROW

Extend the selection to the cell in the upper-left corner of the window

SHIFT+HOME

Extend the selection to the cell in the lower-right corner of the window

SHIFT+END

Tip When you use the scrolling keys (such as PAGE UP and PAGE DOWN) with SCROLL LOCK turned off, your selection moves the distance you scroll. If you want to keep the same selection as you scroll, turn on SCROLL LOCK first.

 
 

Select cells with special characteristics by using shortcut keys

To

Press

Select the current region around the active cell (the current region is an area enclosed by blank rows and blank columns)

CTRL+SHIFT+* (ASTERISK)

Select the current array, which is the array that the active cell belongs to

CTRL+/

Select all cells with comments

CTRL+SHIFT+O (the letter O)

Select cells whose contents are different from the comparison cell in each row (for each row, the comparison cell is in the same column as the active cell)

CTRL+\

Select cells whose contents are different from the comparison cell in each column (for each column, the comparison cell is in the same row as the active cell)

CTRL+SHIFT+|

Select only cells that are directly referred to by formulas in the selection

CTRL+[

Select all cells that are directly or indirectly referred to by formulas in the selection

CTRL+SHIFT+{

Select only cells with formulas that refer directly to the active cell

CTRL+]

Select all cells with formulas that refer directly or indirectly to the active cell

CTRL+SHIFT+}

Select only visible cells in the current selection

ALT+SEMICOLON

 

Select chart items by using shortcut keys

To

Press

Select the previous group of items

DOWN ARROW

Select the next group of items

UP ARROW

Select the next item within the group

RIGHT ARROW

Select the previous item within the group

LEFT ARROW

MOVE & SCROLL

Move and scroll on a worksheet or workbook by using shortcut keys

To

Press

Move one cell in a given direction

Arrow key

Move to the edge of the current data region

CTRL+ arrow key

Move between unlocked cells on a protected worksheet

TAB

Move to the beginning of the row

HOME

Move to the beginning of the worksheet

CTRL+HOME

Move to the last cell on the worksheet, which is the cell at the intersection of the right-most used column and the bottom-most used row (in the lower-right corner); cell opposite the Home cell, which is typically A1

CTRL+END

Move down one screen

PAGE DOWN

Move up one screen

PAGE UP

Move one screen to the right

ALT+PAGE DOWN

Move one screen to the left

ALT+PAGE UP

Move to the next sheet in the workbook

CTRL+PAGE DOWN

Move to the previous sheet in the workbook

CTRL+PAGE UP

Move to the next workbook or window

CTRL+F6 or CTRL+TAB

Move to the previous workbook or window

CTRL+SHIFT+F6 or CTRL+SHIFT+TAB

Move to the next page

F6

Move to the previous page

SHIFT+F6

Scroll to display the active cell

CTRL+BACKSPACE

 

In End mode, to

Press

Turn End mode on or off

END

Move by one block of data within a row or column

END, arrow key

Move to the last cell on the worksheet, which is the cell at the intersection of the right-most used column and the bottom-most used row (in the lower-right corner); cell opposite the Home cell, which is typically A1

END, HOME

Move to the last cell to the right in the current row that is not blank; unavailable if you have selected the Transition navigation keys check box on the Transition tab (Tools menu, Options command)

END, ENTER

 

With SCROLL LOCK turned on, to

Press

Turn SCROLL LOCK on or off

SCROLL LOCK

Move to the cell in the upper-left corner of the window

HOME

Move to the cell in the lower-right corner of the window

END

Scroll one row up or down

UP ARROW or DOWN ARROW

Scroll one column left or right

LEFT ARROW or RIGHT ARROW

Tip When you use the scrolling keys (such as PAGE UP and PAGE DOWN) with SCROLL LOCK turned off, your selection moves the distance you scroll. If you want to preserve your selection while you scroll through the worksheet, turn on SCROLL LOCK first.

 

Work with Database, lists and PivotTables by using shortcut keys

Work in a data form by using shortcut keys

To

Press

Select a field or a command button

ALT+ key, where key is the underlined letter in the field or command name

Move to the same field in the next record

DOWN ARROW

Move to the same field in the previous record

UP ARROW

Move to the next field you can edit in the record

TAB

Move to the previous field you can edit in the record

SHIFT+TAB

Move to the first field in the next record

ENTER

Move to the first field in the previous record

SHIFT+ENTER

Move to the same field 10 records forward

PAGE DOWN

Move to the same field 10 records back

PAGE UP

Move to the new record

CTRL+PAGE DOWN

Move to the first record

CTRL+PAGE UP

Move to the beginning or end of a field

HOME or END

Move one character left or right within a field

LEFT ARROW or RIGHT ARROW

Extend a selection to the beginning of a field

SHIFT+HOME

Extend a selection to the end of a field

SHIFT+END

Select the character to the left

SHIFT+LEFT ARROW

Select the character to the right

SHIFT+RIGHT ARROW

 

Work with the AutoFilter feature by using shortcut keys

To

Press

Display the AutoFilter list for the current column

Select the cell that contains the column label, and then press ALT+DOWN ARROW

Close the AutoFilter list for the current column

ALT+UP ARROW

Select the next item in the AutoFilter list

DOWN ARROW

Select the previous item in the AutoFilter list

UP ARROW

Select the first item (All) in the AutoFilter list

HOME

Select the last item in the AutoFilter list

END

Filter the list by using the selected item in the AutoFilter list

ENTER

 

Work with the PivotTable Wizard by using shortcut keys

In Step 3 of the PivotTable Wizard, to

Press

Select the next or previous field button in the list

UP ARROW or DOWN ARROW

Select the field button to the right or left in a multicolumn field button list

LEFT ARROW or RIGHT ARROW

Move the selected field into the Page area

ALT+P

Move the selected field into the Row area

ALT+R

Move the selected field into the Column area

ALT+C

Move the selected field into the Data area

ALT+D

Display the PivotTable Field dialog box

ALT+L

 

Work with page fields in a PivotTable by using shortcut keys

To

Press

Select the previous item in the list

UP ARROW

Select the next item in the list

DOWN ARROW

Select the first visible item in the list

HOME

Select the last visible item in the list

END

Display the selected item

ENTER

 

Group and ungroup PivotTable items by using shortcut keys

To

Press

Group selected PivotTable items

ALT+SHIFT+RIGHT ARROW

Ungroup selected PivotTable items

ALT+SHIFT+LEFT ARROW

KEYS FOR WINDOWS AND DIALOG BOXES

In a window, to

Press

Switch to the next programme

ALT+TAB

Switch to the previous programme

ALT+SHIFT+TAB

Show the Windows Start menu

CTRL+ESC

Close the active workbook window

CTRL+W

Restore the active workbook window

CTRL+F5

Switch to the next workbook window

CTRL+F6

Switch to the previous workbook window

CTRL+SHIFT+F6

Carry out the Move command (workbook icon menu, menu bar)

CTRL+F7

Carry out the Size command (workbook icon menu, menu bar)

CTRL+F8

Minimise the workbook window to an icon

CTRL+F9

Maximise or restore the workbook window

CTRL+F10

Select a folder in the Open or Save As dialog box (File menu)

ALT+0 to select the folder list; arrow keys to select a folder

Choose a toolbar button in the Open or Save As dialog box (File menu)

ALT+ number (1 is the leftmost button, 2 is the next, and so on)

Update the files visible in the Open or Save As dialog box (File menu)

F5

 

In a dialog box, to

Press

Switch to the next tab in a dialog box

CTRL+TAB or CTRL+PAGE DOWN

Switch to the previous tab in a dialog box

CTRL+SHIFT+TAB or CTRL+PAGE UP

Move to the next option or option group

TAB

Move to the previous option or option group

SHIFT+TAB

Move between options in the active drop-down list box or between some options in a group of options

Arrow keys

Perform the action assigned to the active button (the button with the dotted outline), or select or clear the active check box

SPACEBAR

Move to an option in a drop-down list box

Letter key for the first letter in the option name you want (when a drop-down list box is selected)

Select an option, or select or clear a check box

ALT+ letter, where letter is the key for the underlined letter in the option name

Open the selected drop-down list box

ALT+DOWN ARROW

Close the selected drop-down list box

ESC

Perform the action assigned to the default command button in the dialog box (the button with the bold outline ¾ often the OK button)

ENTER

Cancel the command and close the dialog box

ESC

 

In a text box, to

Press

Move to the beginning of the entry

HOME

Move to the end of the entry

END

Move one character to the left or right

LEFT ARROW or RIGHT ARROW

Move one word to the left or right

CTRL+LEFT ARROW or CTRL+RIGHT ARROW

Select from the insertion point to the beginning of the entry

SHIFT+HOME

Select from the insertion point to the end of the entry

SHIFT+END

Select or unselect one character to the left

SHIFT+LEFT ARROW

Select or unselect one character to the right

SHIFT+RIGHT ARROW

Select or unselect one word to the left

CTRL+SHIFT+LEFT ARROW

Select or unselect one word to the right

CTRL+SHIFT+RIGHT ARROW

Others

Print and preview a document by using shortcut keys

To

Press

Display the Print command (File menu)

CTRL+P

 

Work in print preview

To

Press

Move around the page when zoomed in

Arrow keys

Move by one page when zoomed out

PAGE UP or PAGE DOWN

Move to the first page when zoomed out

CTRL+UP ARROW or CTRL+LEFT ARROW

Move to the last page when zoomed out

CTRL+DOWN ARROW or CTRL+RIGHT ARROW

 

Outline data by using shortcut keys

To

Press

Ungroup rows or columns

ALT+SHIFT+LEFT ARROW

Group rows or columns

ALT+SHIFT+RIGHT ARROW

Display or hide outline symbols

CTRL+8

Hide selected rows

CTRL+9

Unhide selected rows

CTRL+SHIFT+(

Hide selected columns

CTRL+0 (ZERO)

Unhide selected columns

CTRL+SHIFT+)

 

Keys for menus

To

Press

Show a shortcut menu

SHIFT+F10

Make the menu bar active

F10 or ALT

Show the programme icon menu (on the programme title bar)

ALT+SPACEBAR

Select the next or previous command on the menu or submenu

DOWN ARROW or UP ARROW (with the menu or submenu displayed)

Select the menu to the left or right, or, with a submenu visible, switch between the main menu and the submenu

LEFT ARROW or RIGHT ARROW

Select the first or last command on the menu or submenu

HOME or END

Close the visible menu and submenu at the same time

ALT

Close the visible menu, or, with a submenu visible, close the submenu only

ESC

Tip You can select any menu command on the menu bar or on a visible toolbar with the keyboard. Press ALT to select the menu bar. (To then select a toolbar, press CTRL+TAB; repeat until the toolbar you want is selected.) Press the letter that is underlined in the menu name that contains the command you want. In the menu that appears, press the letter underlined in the command name that you want.

 
 

Keys for toolbars

On a toolbar, to

Press

Make the menu bar active

F10 or ALT

Select the next or previous toolbar

CTRL+TAB or CTRL+SHIFT+TAB

Select the next or previous button or menu on the toolbar

TAB or SHIFT+TAB (when a toolbar is active)

Open the selected menu

ENTER

Perform the action assigned to the selected button

ENTER

Enter text in the selected text box

ENTER

Select an option from a drop-down list box or from a drop-down menu on a button

Arrow keys to move through options in the list or menu; ENTER to select the option you want (when a drop-down list box is selected)

 

Keys for using the Office Assistant

To

Press

Make the Office Assistant the active balloon

ALT+F6; repeat until the balloon is active

Select a Help topic from the topics displayed by the Office Assistant

ALT+topic number (where 1 is the first topic, 2 is the second, and so on)

See more help topics

ALT+DOWN ARROW

See previous help topics

ALT+UP ARROW

Close an Office Assistant message

ESC

Get Help from the Office Assistant

F1

Display the next tip

ALT+N

Display the previous tip

ALT+B

Close tips

ESC

Show or hide the Office Assistant in a wizard

TAB to select the Office Assistant button; SPACEBAR to show or hide the Assistant

 

 

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