Excel modelling · Print reference

Investment Banking Excel Shortcuts

A print-friendly reference to practical investment banking Excel shortcuts for formatting, navigation, editing and workbook auditing on Windows and macOS.

Start with Format CellsPrint: Ctrl+P / Command+P

Formatting and Format Cells

TaskWindowsmacOS
Open Format CellsCtrl + 1Command + 1
General formatCtrl + Shift + ~Control + Shift + ~
Number formatCtrl + Shift + !Control + Shift + !
Percentage formatCtrl + Shift + %Control + Shift + %
Currency formatCtrl + Shift + $Control + Shift + $
Apply or remove boldCtrl + BCommand + B

Editing and fill

TaskWindowsmacOS
Edit the active cellUse Fn + F2 when the function row controls hardware.F2F2
Copy / pasteCtrl + C / Ctrl + VCommand + C / Command + V
Paste SpecialCtrl + Alt + VCommand + Control + V
Fill downCtrl + DCommand + D
Fill rightCtrl + RCommand + R
Undo / redoSome Mac configurations also use Command + Shift + Z for redo.Ctrl + Z / Ctrl + YCommand + Z / Command + Y

Formulas and auditing

TaskWindowsmacOS
Insert AutoSumAlt + =Command + Shift + T
Toggle absolute and relative referencesPlace the cursor in a formula reference first.F4Command + T
Show or hide formulasCtrl + `Control + `
Calculate all open workbooksUse Fn with the function key when required.F9F9
Open Go To SpecialDialog access keys differ by Excel release and keyboard layout.Ctrl + G, then Alt + SControl + G, then Special

Rows, columns and worksheets

TaskWindowsmacOS
Insert selected cells, rows or columnsCtrl + Shift + =Control + Shift + =
Delete selected cells, rows or columnsCtrl + -Command + -
Hide selected rowsCtrl + 9Control + 9
Hide selected columnsCtrl + 0Control + 0
Next / previous worksheetCtrl + Page Down / Page UpOption + Right / Left Arrow
Insert a new worksheetUse Fn with the function key when required.Shift + F11Shift + F11

Platform caveats

TaskWindowsmacOS
Function keysThe keyboard setting for standard function keys changes this behaviour.Usually act directlyMay require Fn
Control versus CommandSome Excel-specific format shortcuts still use Control on Mac.Most common commands use CtrlMost common commands use Command
Excel for the webThis page targets the desktop app. Check Microsoft Support for web-specific differences.Browser and OS may intercept keysBrowser and macOS may intercept keys
Keyboard layoutBacktick, tilde, plus and currency keys vary by locale and layout.Symbols can moveSymbols can move