5 Excel Tricks and Shortcuts for Accountants

1
5 Excel Tricks and Shortcuts for Accountants
2
Introduction

• Excel is a powerful tool for accountants,
  enabling them to organize, analyze, and interpret
  financial data efficiently. To enhance
  productivity and streamline daily tasks,
  mastering Excel shortcuts and tricks is
  essential. In this article, we'll explore five
  Excel tricks and shortcuts that every accountant
  should know. Excel tricks and shortcuts that can
  be particularly useful for accountants

3
1. Quickly Navigate Between Worksheets

• Shortcut Ctrl Page Up / Page Down
• Description Instead of manually clicking on each
  sheet tab, use these shortcuts to navigate
  quickly between worksheets in your Excel
  workbook.

2. AutoSum Shortcut
Shortcut Alt Description Select a cell
below or to the right of a column or row of
numbers you want to sum and press Alt to
automatically insert the SUM function. This is a
quick way to sum a range of cells.
4
3. Trace Dependents and Precedents

• Shortcut Ctrl (for Trace Precedents), Ctrl
  (for Trace Dependents)
• Description When auditing a spreadsheet, use
  these shortcuts to trace the relationships
  between cells. Ctrl will show you which cells
  contribute to the value in the currently selected
  cell, while Ctrl will show you which cells
  depend on the value in the currently selected
  cell.

5
4. Flash Fill for Data Transformation
Shortcut Ctrl E Description If you have a
column of data that needs to be formatted or
transformed in a specific way, start by typing
the desired format in a neighboring column. Then,
use Ctrl E to apply Flash Fill, and Excel will
automatically fill in the rest of the column
based on your example.
6
5. Pasting Special Values and Formulas

• Shortcut Alt E, S, V (for Paste Values), Alt
  E, S, F (for Paste Formulas)
• Description When copying data, use these
  shortcuts to paste only the values or formulas
  without the formatting. This is helpful when you
  want to transfer the content of a cell without
  bringing along its formatting or formulas.
• These shortcuts can significantly improve
  efficiency and streamline various tasks for
  accountants working with Excel.

7
THANKS!
Does anyone have any questions?
www.aiatindia.com
info_at_aiatindia.com
9604121000