Excel Shortcuts For Financial Modeling
With OAK 5.4, released back in April 2022, comes the ability to assign Excel shortcuts for financial modelling to the ‘Utilities’ tool and the Formula Explorer.
Allowing you to perform tasks quickly and efficiently, these advanced Excel keyboard shortcuts can save you significant time and effort, particularly if you work with large spreadsheets on a daily basis.
Key shortcuts include:
Color Shortcuts
The Colors feature allows users to assign a keyboard shortcut for each color. All default shortcuts are disabled by default and they can be activated by checking the ‘Active all’ check box.
To avoid overriding Excel’s native shortcuts, the check box ‘Highlight native Excel shortcuts’, when checked, signals all assigned shortcuts that are replacing existing Excel shortcuts.
Formula Auditing
All formula auditing tools within OAK can be invoked by keyboard shortcuts – from the ‘Formula Explorer’ to Trace Dependents and the ‘Precedents Navigation’, they all offer customization:
Review
The new Review tool in 5.6 has two main functionalities – Add/Edit issues and Manage Issues. Both can be invoked by the shortcuts defined on the ‘review’ tab of the ‘Shortcuts’ dialog.
Utility
The new tools offered on the ‘Utilities’ group and some tools from the ‘Cells’ menu can also be invoked by keyboard shortcuts defined on the ‘Shortcuts’ dialog:
FAQs
What is the Purpose of assigning shortcuts?
Assigning shortcuts allows users to perform financial modelling tasks quickly and efficiently. Saving time and effort, these shortcuts are particularly useful for individuals navigating complex spreadsheets.
How can I customize my keyboard shortcuts?
Access the ‘Shortcuts’ dialog by navigating to the OAK menu within Excel. From there, you can customize shortcuts for different features and tools according to your preferences.
Can I assign shortcuts to tools in the ‘Utilities’ group?
Yes, the new tools offered in the ‘Utilities’ group and some tools from the ‘Cells’ menu can be invoked by keyboard shortcuts defined in the ‘Shorcuts’ dialog.
Is it possible to revert to default financial modelling shortcuts if needed?
Yes, if you need to revert to default shortcuts, you can do so by unchecking the ‘Activate all’ checkbox or by individually deactivating specific shortcuts in the ‘Shortcuts’ dialog.
What types of advanced Excel keyboard shortcuts can be assigned in OAK?
Key shortcuts that can be assigned in OAK include:
- Color shortcuts
- Formula Auditing Tools
- Review Tools
- Utility Tools
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