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The Ultimate Excel Shortcut Guide for Finance Professionals

The Ultimate Excel Shortcut Guide for Finance Professionals
by DazxMarch 28th 2025
Join the conversation

In the finance world, Excel is where the technical work gets done, and keyboard shortcuts are your cheat codes. Few things are more frustrating than spending hours in Excel, clicking through menus with your mouse, only to see a colleague complete the same work in half the time, blazing through with multiple tips and tricks. Whether you're a student creating your first financial model, an Analyst or Associate engaged in valuation work, mastering Excel efficiency is a necessity to succeed in finance.

This article aims to be your ultimate Excel Shortcut Guide, specifically designed for finance professionals using the latest version of Excel for PC, which is what most consultancy firms and investment banks typically use. Think of this as the companion to our Excel Tutorial: Tips and Tricks — but with a focus on providing a comprehensive list of Excel shortcuts.

We start with Alt shortcuts. These are the gateway drugs of efficiency. Easy to learn, no memorisation required. Then we graduate to the Class A shortcuts, Ctrl and Function keys. These take a little more effort to memorise but pay off with unmatched speed.

I had initially planned to highlight the most common shortcuts I’ve used during my career, but as it turned out, most of them are worth knowing. Each one may save only a few seconds, but those seconds add up, especially when working to deadlines.

Tip for laptop users: Unfortunately, some shortcuts may be more complicated on laptops, as they often require the Fn key to be used in conjunction with the shortcut. Most notably, this applies when using function keys (F1 to F12) and the Page Up and Page Down keys.

Alt Shortcuts – the Gateway to Shortcuts

Alt shortcuts are the perfect entry point to improving your efficiency in Excel. You don’t have to memorise anything more than using the Alt key to get started. Just tap Alt, and Excel lights up with letter hints across the ribbon (at the top of the screen). For example, press Alt + H to open the Home tab, or Alt + F to access the File tab, and so on. You can navigate and perform nearly all tasks using the Alt keys, dramatically speeding up formatting, inserting charts, tables, or working with data.

Ctrl Shortcuts

Ctrl shortcuts are the high-performance engine of efficiency in Excel. Unlike Alt shortcuts, Ctrl commands require memorisation and consistent use to understand their utility. However, once learnt and embedded in muscle memory, they provide the next level of speed and efficiency.

Tips: 1. Bookmark this page. Start with a few shortcuts and build them into muscle memory through practice. Refer to this page and increase your repertoire with time. 2. Ctrl shortcuts have patterns. Try to group them in your mind initially to learn them quicker. For example:

  • Ctrl + C/X/V Copy/Cut/Paste
  • Ctrl + Arrow Keys Jump around data fast
  • Ctrl + Shift + Arrow Move around while selecting multiple cells quickly

Workbook & File Management

Ctrl + N New workbook
Ctrl + O Open workbook
Ctrl + S Save workbook
Ctrl + P Print
Ctrl + F4 Close the workbook window.
Ctrl + W Close the current workbook.
Ctrl + Tab Switch between open workbooks.
Navigation
Ctrl + Arrow Key Move to the edge of the data region
Ctrl + Home Go to cell A1
Ctrl + End Go to the last used cell.
Ctrl + Page Up Move to previous worksheet (tab)
Ctrl + Page Down Move to the following worksheet (tab)
Ctrl + G / F5 Go To dialog
Ctrl + Backspace Return to active cell.
Ctrl + Go to dependent cells.
Ctrl + Shift + Arrow Key Extend selection to the edge of the region.
Ctrl + Shift + Home Extend selection to the beginning of the sheet.
Ctrl + Shift + End Extend selection to the last used cell.
Selection & Structure
Ctrl + A Select all / current section
Ctrl + Space Select column
Shift + Space Select row
Ctrl + Shift + * Select current section
Ctrl + Shift + Page Up Select previous worksheet (tab)
Ctrl + Shift + Page Down Select the following worksheet (tab)
Editing
Ctrl + C Copy
Ctrl + X Cut
Ctrl + V Paste
Ctrl + Alt + V Paste Special (then use the letters on screen to select the type of paste)
Ctrl + Z Undo
Ctrl + Y Redo
Ctrl + D Fill down
Ctrl + R Fill right
Ctrl + Enter Fill selected cells with active cell entry.
Ctrl + ; Insert current date
Ctrl + Shift + : Insert current time
Ctrl + Shift + " Copy the value from above
Ctrl + Shift + ' Copy the formula from above.
Formatting
Ctrl + 1 Format Cells dialog
Ctrl + B Bold
Ctrl + I Italic
Ctrl + U Underline
Ctrl + Shift + ~ General format
Ctrl + Shift + $ Currency format
Ctrl + Shift + % Percentage format
Ctrl + Shift + # Date format
Ctrl + Shift + @ Time format
Ctrl + Shift + ^ Scientific format
Ctrl + Shift + ! Number format
Ctrl + Shift + & Add border (full box on selected space)
Ctrl + Shift + _ Remove border
Ctrl + T Create a table
Rows, Columns, and Sheets
Ctrl + "+" Insert cell/row/column (may require shift key on some keyboards)
Ctrl + "-" Delete cell/row/column
Ctrl + 0 Hide column
Ctrl + 9 Hide row
Ctrl + Shift + 0 Unhide column (Windows setting required)
Ctrl + Shift + 9 Unhide row
Formula & Function Tools
Ctrl + ` Show/hide formulas
Ctrl + Shift + U Expand/collapse the formula bar.
Ctrl + Shift + F3 Create names from the selection.
Ctrl + K Insert hyperlink
Ctrl + Q Quick Analysis Tool
Display & Interface
Ctrl + F1 Show/hide ribbon
Ctrl + 6 Show/hide objects
Ctrl + 8 Show/hide outline symbols.

Function key shortcuts

Function keys F1 through F12 are often overlooked, but they can also save a significant amount of time in Excel. In the same way as Ctrl shortcuts, they will need to be memorised, but will provide the quickest way to achieve an outcome in Excel.
F1 Open Excel Help pane
Ctrl + F1 Show or hide the Ribbon.
Alt + F1 Create a chart from the current data in the same sheet.
Alt + Shift + F1 Insert a new worksheet.
F2 Edit the active cell. Ctrl + F2 Print Preview Shift + F2 Add or edit cell comment (or note in newer Excel versions) F3 Paste Name (if defined names exist) Shift + F3 Insert function dialog F4 Repeat last action Ctrl + F4 Close current workbook window Alt + F4 Close Excel F4 (while editing formula) Cycle through absolute/relative references (e.g., D2 → $D$2) F5 Go To dialog box Ctrl + F5 Restore the window size of the workbook if maximised. F6 Move between panes, the Ribbon, the task pane, and the zoom controls Shift + F6 Move in the reverse direction Ctrl + F6 Move to next workbook window Ctrl + Shift + F6 Move to previous workbook window F7 Spell check Ctrl + F7 Move the workbook window (when not maximised) F8 Turn on extended selection mode Shift + F8 Add to selection without holding Shift Ctrl + F8 Resize the workbook window (when not maximised) F9 Calculate all worksheets in all open workbooks (when in manual calculation mode) Shift + F9 Calculate the active worksheet only. Ctrl + Alt + F9 Force complete calculation of all formulas in all worksheets Ctrl + Alt + Shift + F9 Forced recalculation of all formulas (including numbers that previously did not change, e.g. dependence tree) F10 Activate menu bar (same as Alt) Shift + F10 Display right-click context menu Ctrl + F10 Maximize or restore the workbook window F11 Create a chart from the current data in a new sheet Alt + F11 Open Visual Basic for Applications (VBA) editor F12 Open Save As dialog Ctrl + F12 Open File dialog Shift + F12 Save workbook (same as Ctrl + S) Ctrl + Shift + F12 Print (same as Ctrl + P) I hope you find this guide helpful! Comment with your favourite shortcuts or add any you think that I’ve missed!

The Ultimate Excel Shortcut Guide for Finance Professionals

The Ultimate Excel Shortcut Guide for Finance Professionals
by Dazx
March 28th 2025
Join the conversation

In the finance world, Excel is where the technical work gets done, and keyboard shortcuts are your cheat codes. Few things are more frustrating than spending hours in Excel, clicking through menus with your mouse, only to see a colleague complete the same work in half the time, blazing through with multiple tips and tricks. Whether you're a student creating your first financial model, an Analyst or Associate engaged in valuation work, mastering Excel efficiency is a necessity to succeed in finance.

This article aims to be your ultimate Excel Shortcut Guide, specifically designed for finance professionals using the latest version of Excel for PC, which is what most consultancy firms and investment banks typically use. Think of this as the companion to our Excel Tutorial: Tips and Tricks — but with a focus on providing a comprehensive list of Excel shortcuts.

We start with Alt shortcuts. These are the gateway drugs of efficiency. Easy to learn, no memorisation required. Then we graduate to the Class A shortcuts, Ctrl and Function keys. These take a little more effort to memorise but pay off with unmatched speed.

I had initially planned to highlight the most common shortcuts I’ve used during my career, but as it turned out, most of them are worth knowing. Each one may save only a few seconds, but those seconds add up, especially when working to deadlines.

Tip for laptop users: Unfortunately, some shortcuts may be more complicated on laptops, as they often require the Fn key to be used in conjunction with the shortcut. Most notably, this applies when using function keys (F1 to F12) and the Page Up and Page Down keys.

Alt Shortcuts – the Gateway to Shortcuts

Alt shortcuts are the perfect entry point to improving your efficiency in Excel. You don’t have to memorise anything more than using the Alt key to get started. Just tap Alt, and Excel lights up with letter hints across the ribbon (at the top of the screen). For example, press Alt + H to open the Home tab, or Alt + F to access the File tab, and so on. You can navigate and perform nearly all tasks using the Alt keys, dramatically speeding up formatting, inserting charts, tables, or working with data.

Ctrl Shortcuts

Ctrl shortcuts are the high-performance engine of efficiency in Excel. Unlike Alt shortcuts, Ctrl commands require memorisation and consistent use to understand their utility. However, once learnt and embedded in muscle memory, they provide the next level of speed and efficiency.

Tips: 1. Bookmark this page. Start with a few shortcuts and build them into muscle memory through practice. Refer to this page and increase your repertoire with time. 2. Ctrl shortcuts have patterns. Try to group them in your mind initially to learn them quicker. For example:

  • Ctrl + C/X/V Copy/Cut/Paste
  • Ctrl + Arrow Keys Jump around data fast
  • Ctrl + Shift + Arrow Move around while selecting multiple cells quickly

Workbook & File Management

Ctrl + N New workbook
Ctrl + O Open workbook
Ctrl + S Save workbook
Ctrl + P Print
Ctrl + F4 Close the workbook window.
Ctrl + W Close the current workbook.
Ctrl + Tab Switch between open workbooks.
Navigation
Ctrl + Arrow Key Move to the edge of the data region
Ctrl + Home Go to cell A1
Ctrl + End Go to the last used cell.
Ctrl + Page Up Move to previous worksheet (tab)
Ctrl + Page Down Move to the following worksheet (tab)
Ctrl + G / F5 Go To dialog
Ctrl + Backspace Return to active cell.
Ctrl + Go to dependent cells.
Ctrl + Shift + Arrow Key Extend selection to the edge of the region.
Ctrl + Shift + Home Extend selection to the beginning of the sheet.
Ctrl + Shift + End Extend selection to the last used cell.
Selection & Structure
Ctrl + A Select all / current section
Ctrl + Space Select column
Shift + Space Select row
Ctrl + Shift + * Select current section
Ctrl + Shift + Page Up Select previous worksheet (tab)
Ctrl + Shift + Page Down Select the following worksheet (tab)
Editing
Ctrl + C Copy
Ctrl + X Cut
Ctrl + V Paste
Ctrl + Alt + V Paste Special (then use the letters on screen to select the type of paste)
Ctrl + Z Undo
Ctrl + Y Redo
Ctrl + D Fill down
Ctrl + R Fill right
Ctrl + Enter Fill selected cells with active cell entry.
Ctrl + ; Insert current date
Ctrl + Shift + : Insert current time
Ctrl + Shift + " Copy the value from above
Ctrl + Shift + ' Copy the formula from above.
Formatting
Ctrl + 1 Format Cells dialog
Ctrl + B Bold
Ctrl + I Italic
Ctrl + U Underline
Ctrl + Shift + ~ General format
Ctrl + Shift + $ Currency format
Ctrl + Shift + % Percentage format
Ctrl + Shift + # Date format
Ctrl + Shift + @ Time format
Ctrl + Shift + ^ Scientific format
Ctrl + Shift + ! Number format
Ctrl + Shift + & Add border (full box on selected space)
Ctrl + Shift + _ Remove border
Ctrl + T Create a table
Rows, Columns, and Sheets
Ctrl + "+" Insert cell/row/column (may require shift key on some keyboards)
Ctrl + "-" Delete cell/row/column
Ctrl + 0 Hide column
Ctrl + 9 Hide row
Ctrl + Shift + 0 Unhide column (Windows setting required)
Ctrl + Shift + 9 Unhide row
Formula & Function Tools
Ctrl + ` Show/hide formulas
Ctrl + Shift + U Expand/collapse the formula bar.
Ctrl + Shift + F3 Create names from the selection.
Ctrl + K Insert hyperlink
Ctrl + Q Quick Analysis Tool
Display & Interface
Ctrl + F1 Show/hide ribbon
Ctrl + 6 Show/hide objects
Ctrl + 8 Show/hide outline symbols.

Function key shortcuts

Function keys F1 through F12 are often overlooked, but they can also save a significant amount of time in Excel. In the same way as Ctrl shortcuts, they will need to be memorised, but will provide the quickest way to achieve an outcome in Excel.
F1 Open Excel Help pane
Ctrl + F1 Show or hide the Ribbon.
Alt + F1 Create a chart from the current data in the same sheet.
Alt + Shift + F1 Insert a new worksheet.
F2 Edit the active cell. Ctrl + F2 Print Preview Shift + F2 Add or edit cell comment (or note in newer Excel versions) F3 Paste Name (if defined names exist) Shift + F3 Insert function dialog F4 Repeat last action Ctrl + F4 Close current workbook window Alt + F4 Close Excel F4 (while editing formula) Cycle through absolute/relative references (e.g., D2 → $D$2) F5 Go To dialog box Ctrl + F5 Restore the window size of the workbook if maximised. F6 Move between panes, the Ribbon, the task pane, and the zoom controls Shift + F6 Move in the reverse direction Ctrl + F6 Move to next workbook window Ctrl + Shift + F6 Move to previous workbook window F7 Spell check Ctrl + F7 Move the workbook window (when not maximised) F8 Turn on extended selection mode Shift + F8 Add to selection without holding Shift Ctrl + F8 Resize the workbook window (when not maximised) F9 Calculate all worksheets in all open workbooks (when in manual calculation mode) Shift + F9 Calculate the active worksheet only. Ctrl + Alt + F9 Force complete calculation of all formulas in all worksheets Ctrl + Alt + Shift + F9 Forced recalculation of all formulas (including numbers that previously did not change, e.g. dependence tree) F10 Activate menu bar (same as Alt) Shift + F10 Display right-click context menu Ctrl + F10 Maximize or restore the workbook window F11 Create a chart from the current data in a new sheet Alt + F11 Open Visual Basic for Applications (VBA) editor F12 Open Save As dialog Ctrl + F12 Open File dialog Shift + F12 Save workbook (same as Ctrl + S) Ctrl + Shift + F12 Print (same as Ctrl + P) I hope you find this guide helpful! Comment with your favourite shortcuts or add any you think that I’ve missed!