TTS Turbo Macros

& Shortcut Keys

Installation and User’s Guide

Preparing Financial
Professionals for Success
© 1999-2009 Training The Street, Inc. All rights reserved. TTS_Turbo_Macros_v6.6.ppt
10/27/09
About Training
g The Street
The firm:
Training The Street (TTS) offers state-of-the-art, instructor-led courses in financial modeling and valuation for finance professionals.
Founded in 1999, TTS is the world’s leading financial learning services company offering targeted and customized training courses
to corporate and educational clients. Through the use of highly effective, intuitive teaching methods in an interactive, multimedia
setting, our mission is to teach you the everyday valuation techniques and financial modeling skills that experienced professionals
use at work so you can use them the very next morning. In short, through a mix of hands-on instruction, practical illustrations, group
projects, computer exercises, visual presentations, and mini-lectures, we teach you real-world applications of finance theory in a
way that brings corporate valuation and financial modeling to life
life.
The team:
With more than 100 years of combined professional and teaching experience, TTS's instructors have worked across a broad
spectrum of industries-from high-technology to retail-and across a wide range of financial disciplines-from investment banking,
accounting, and financial research to global trade finance and credit risk management. We have executed LBOs and M&A
t
transactions,
ti and
d worked
k d with
ith b
both
th d
debt
bt and
d equity
it products,
d t iincluding
l di public
bli offerings
ff i and
d private
i t placements.
l t Th
Through
h our
extensive exposure to deal flow on several continents and across firms, we have built a conceptual reservoir of global transactions,
client experiences, situational dilemmas, and anecdotal cases that enrich the examples we select and the way we teach. That
experience enables us to simulate the feel of a real deal in our courses
Careers at TTS:
Training the Street is always looking to add talented people to the team. If you have completed a two or more years of investment
banking experience and have a desire to instruct in a training context, contact us at jobs@trainingthestreet.com. Previous
teaching experience is not necessary, but is helpful. If you can offer a unique opportunity or perspective to training, please contact
us as well.

Training the Street also has the need for part-time, summer employees to serve as Teaching Associates during the summer
training programs at various investment banks across the nation. Length of employment can vary from a few weeks to a few
months to a full-time associate position. For more information, contact us at jobs@trainingthestreet.com.

© 1999-2009 Training The Street, Inc. 2

All rights reserved.
Training
a g The
e St
Street
eet & Your
ou Ca
Career
ee Path
at
Training The Street leads seminars at the world’s most prestigious firms and universities.
TTS hopes to earn your trust by providing you with the same quality and service that our
clients expect from the leader in corporate valuation and financial modeling training.

University Offerings Upcoming Public Courses

Corporate Valuation 1 or 2 days Evening / Weekend Corporate Valuation & Modeling
Initial preparation for successful interview Evenings: Oct 26 – Nov 18 New York City
Weekends: Jan 16 – 17 and 23 - 24
Financial Modeling 2 days
Core preparation for internship / full-time Missed Us on Campus?
Corporate Valuation
Modeling Complex Transactions Flexible November 21, 2009 New York City
LBO Modeling (1/2 – 1 day)
M&A Modeling (1/2 – 1 day) Core Training Programs New York City
Weekday classes offered almost every month San Francisco
Private Equity Workshops Flexible Chicago
Learning the dynamics of the industry and L Angeles
Los A l
ace the PE interview including transition training
International Courses
Investment Management Workshops 1 day Sept 27 – Oct 1 Dubai
Valuation and modeling fundamentals in preparation Oct 26 – Oct 30 Mumbai
for jobs in sell-side and buy-side investment research Nov 20 – Nov 26 London
One-on-one PE Interview Prep
Self Study Over 250 Inquire at PEinterviewcoaching@trainingthestreet.com
The convenience of self study pages + Excel
and the dynamic training of TTS models and video

Find Out More…

Call us at (800) 887-1320 or visit www.trainingthestreet.com
www trainingthestreet com

© 1999-2009 Training The Street, Inc. 3

All rights reserved.
TTS Self Study
y
TTS now proudly offers self study for individual purchase!
Innovative blend of a reference course pack, on-demand videos
and dynamic Excel modeling – just like the classroom!
Please visit www.trainingthestreet.com for more information.

Fundamentals of Corporate Valuation

Designed for self-paced learning, Fundamentals of
Corporate Valuation offers a practical guide to the
application of crucial methods of valuation.

• Two books containing over 250 pages

(main resource book + real world case study)
• Online video tutorials covering advanced
topics in valuation
• Excel models including sample discounted
cash flow model and other valuation models

Enhances the live seminar experience!

• More detail, examples and exercises
• Hotwords glossary for interview preparation
• Sample technical questions and quizzes
• Excel models
Front and back cover of main resource book

© 1999-2009 Training The Street, Inc. 4

All rights reserved.
TTS
SOOne-on-One
e o O e Interview
te e Coac
Coaching
g
¾ Best-in-class service. TTS offers the premiere one-on-one PRIVATE EQUITY and INVESTMENT BANKING
interview coaching service
¾ Tailored to each client’s
client s needs
needs. Interview coaching aims to demystify the interview process and deliver the
most powerful information and techniques as efficiently as possible to each individual client
¾ A wise investment in your future. We help clients secure offers with top investment banks and PE firms

PRIVATE EQUITY INVESTMENT BANKING

• Learn what matters most to a PE investor
• Quantitative LBO analysis and modeling
• Common questions, most compelling answers
• Simulated interview practice & feedback
• PE business evaluation
• Communicate like a PE investor
• SWOT: résumé review & tactical messaging
• Nail the fit interview with confidence & ease
• Discuss IB valuation techniques like a pro
• Common questions, most compelling answers
• Simulated interview practice & feedback
• Refine view of banking as a client business
• Crystallize & apply finance/accounting skills
• SWOT: résumé review & tactical messaging

TTS LEAD INTERVIEW COACH

Lead interview coach, Trevor Nelson, has years of experience in private equity investing and financial
transactions having worked at Texas Pacific Group (TPG), Harvest Partners, and Lehman Brothers. At TPG and
Harvest Partners, Trevor evaluated and completed numerous transactions across a variety of industries. Prior to
Harvest, Trevor worked in the M&A group at Lehman Brothers. Trevor is a graduate of Northwestern University.

To learn more or to arrange a coaching session, please contact TTS at:

i t i
interviewcoaching@trainingthestreet.com
hi @t i i th t t
© 1999-2009 Training The Street, Inc. 5
All rights reserved.
 Commonly Used Excel
Shortcut Keys and Functions
Commonly
y Used Shortcut Keys
y Excel 97-2003

Action Keystroke Action Keystroke

1 Anchoring cells F4 (in edit cell mode (F2)) 25 Go to end (contiguous range) Ctrl+Arrow Keys
2 Auditing toolbar Alt T U 26 Go to precedent cell(s) / Return Ctrl+[ / F5, Enter
3 ...Trace precedents Alt T U T 27 Group rows or columns Alt D G… (or Shift+Alt+Æ)
4 ...Trace dependents Alt T U D 28 ...Hide grouped range Alt D G H
5 ...Remove arrows Alt T U A 29 ...Show grouped range Alt D G S
6 Auto sum Alt+=
Alt+ 30 ...Ungroup
Ungroup rows or columns Alt D G
G… (or Shift+Alt+Å)
7 Borders – outside area Ctrl+Shift+7 31 Highlight a contiguous range Ctrl+Shift+Arrow Keys
8 Borders – remove all Ctrl+Underscore (Ctrl+Shift+–) 32 Highlight entire column / row Ctrl+Spacebar / Shift+Spacebar
9 Clear Alt E A 33 Move a sheet / Copy a sheet Alt E M / Alt E M, Alt+C
10 Comment – inserting Shift+F2 (or Alt I M) 34 Name a cell Alt I N D (or Ctrl+F3)
11 Comment – deleting Alt E A M 35 Page Break Preview / Normal Alt V P / Alt V N
12 Copy / Cut Ctrl+C / Ctrl+X 36 Page setup… Alt F U…
13 … Paste (after copy or cut) Ctrl+V (or Enter) 37 Print Ctrl+P (or Alt F P)
14 Copy, Paste special formats Ctrl+C, Alt E S T 38 Print preview Alt F V
15 Copy Paste special formulas
Copy, Ctrl+C Alt E S F
Ctrl+C, 39 Redo Ctrl+Y
16 Delete / Insert Ctrl+– / Ctrl++ 40 Rename sheet Alt O H R
17 Deselect to original cell Shift+Backspace 41 Repeat F4
18 Edit cell / Highlight precedents F2 42 Replace Ctrl+H
19 Fill right
g / Fill down Ctrl+R / Ctrl+D 43 Set p
print area Alt F T S
20 Font – change size Ctrl+Shift+P 44 Tools options Alt T O…
21 Format cells… Ctrl+1 (or Alt O E) 45 Undo Ctrl+Z
22 Function – inserting Alt I F (or Shift+F3) 46 Workbooks – toggle Ctrl+Tab
23 Go to F5 (or Ctrl+G) 47 Worksheets – move between Ctrl+Page Up / Ctrl+Page Down
24 Go to constants (highlight inputs) F5, Alt+S O X 48 Zoom – sizing / return to 100% Alt V Z / Alt V Z 1

© 1999-2009 Training The Street, Inc. 7

All rights reserved.
Commonly
y Used Functions Excel 97-2003

To insert a function in a cell, use either Alt I F or Shift+F3 (“Function Wizard”).

Note: If typing the syntax of a formula, Ctrl+A shows the function arguments.

Type of Function Common Use Formula

Absolute function Parity check =ABS(number)
And function If statement logic =AND(logical argument1, logical argument2…..)
Choose function Scenarios =CHOOSE(index number, value1, value2…..)
Columns function To count N periods (e.g., rate function) =COLUMNS(reference range)
Comp. annual growth rate IRR and growth over a period (1) =RATE(periods, payment, -PV, FV, type)
Count function Data mining =COUNT(value1, value2, value3…..)
Hlookup function Used to reference inputs on an output page =HLOOKUP(lookup, array, row index, range lookup)
If statement Error handling and switches =IF(logical test, value if true, value if false)
Net present value Discounted cash flow analysis (2) =NPV(rate, value1, value2, value3…..)
Offset function Scenarios =OFFSET(reference, rows, columns, height, width)
Or function If statement logic =OR(logical argument1, logical argument2…..)
Sum-of-years digits deprec. Modeling depreciation =SYD(cost, salvage, life, period)
Text function Footnotes,, titles,, and subtitles =TEXT(value,
( , “format of text”))
Vlookup function Used to reference inputs on an output page =VLOOKUP(lookup, array, col. index, range lookup)

(1) Compound annual growth rate formula:

⎡ ⎛ FV ⎞ ⎤
1
N

⎢⎜ ⎟ ⎥− 1
⎢⎣ ⎝ PV ⎠ ⎥⎦
(2) Net present value formula:
CF1 CF2 CFN
+ + ...
(1 + r) (1 + r)
1 2
(1 + r)N

© 1999-2009 Training The Street, Inc. 8

All rights reserved.
Commonly
y Used Shortcut Keys
y Excel 2007

Action Keystroke Action Keystroke

1 Anchoring cells F4 (in edit cell mode (F2)) 25 Go to end (contiguous range) Ctrl+Arrow Keys
2 Auditing toolbar Alt M A 26 Go to precedent cell(s) / Return Ctrl+[ / F5, Enter
3 ...Trace precedents Alt M P 27 Group rows or columns Alt A G G… (or Shift+Alt+Æ)
4 ...Trace dependents Alt M D 28 ...Hide grouped range Alt A H
5 ...Remove arrows Alt M A A 29 ...Show grouped range Alt A J
6 Auto sum Alt+=
Alt+ 30 ...Ungroup
Ungroup rows or columns Alt A U U…
U (or Shift+Alt+Å)
7 Borders – outside area Ctrl+Shift+7 31 Highlight a contiguous range Ctrl+Shift+Arrow Keys
8 Borders – remove all Ctrl+Underscore (Ctrl+Shift+–) 32 Highlight entire column / row Ctrl+Spacebar / Shift+Spacebar
9 Clear Alt H E 33 Move a sheet / Copy a sheet Alt H O M, Alt+C
10 Comment – inserting Shift+F2 (or Alt R C) 34 Name a cell Alt M M D (or Alt M N N)
11 Comment – deleting Alt R D 35 Page Break Preview / Normal Alt W I / Alt W L
12 Copy / Cut Ctrl+C / Ctrl+X 36 Page setup… Alt P S P
13 … Paste (after copy or cut) Ctrl+V (or Enter) 37 Print Ctrl+P (or Alt F P)
14 Copy, Paste special formats Ctrl+C, Alt H V S T 38 Print preview Alt F W V
15 Copy Paste special formulas
Copy, Ctrl+C Alt H V F
Ctrl+C, 39 Redo Ctrl+Y
16 Delete / Insert Ctrl+– / Ctrl++ 40 Rename sheet Alt H O R
17 Deselect to original cell Shift+Backspace 41 Repeat F4
18 Edit cell / Highlight precedents F2 42 Replace Ctrl+H
19 Fill right
g / Fill down Ctrl+R / Ctrl+D 43 Set p
print area Alt P R S
20 Font – change size Alt H F S (or Ctrl+Shift+P, Alt S) 44 Tools (Excel) options Alt F I…
21 Format cells… Ctrl+1 (or Alt H O E) 45 Undo Ctrl+Z
22 Function – inserting Alt M F (or Shift+F3) 46 Workbooks – toggle Ctrl+Tab
23 Go to F5 (or Ctrl+G) 47 Worksheets – move between Ctrl+Page Up / Ctrl+Page Down
24 Go to constants (highlight inputs) F5, Alt+S O X 48 Zoom – sizing / return to 100% Alt W Q / Alt W J

© 1999-2009 Training The Street, Inc. 9

All rights reserved.
Commonly
y Used Functions Excel 2007

To insert a function in a cell, use either Alt M F or Shift+F3 (“Function Wizard”).

Note: If typing the syntax of a formula, Ctrl+A shows the function arguments.

Type of Function Common Use Formula

Absolute function Parity check =ABS(number)
And function If statement logic =AND(logical argument1, logical argument2…..)
Choose function Scenarios (
=CHOOSE(index number, value1, value2…..))
Columns function To count N periods (e.g., rate function) =COLUMNS(reference range)
Comp. annual growth rate IRR and growth over a period (1) =RATE(periods, payment, -PV, FV, type)
Count function Data mining =COUNT(value1, value2, value3…..)
Hlookup function Used to reference inputs on an output page =HLOOKUP(lookup, array, row index, range lookup)
If statement Error handling and switches =IF(logical
IF(logical test
test, value if true
true, value if false)
Net present value Discounted cash flow analysis (2) =NPV(rate, value1, value2, value3…..)
Offset function Scenarios =OFFSET(reference, rows, columns, height, width)
Or function If statement logic =OR(logical argument1, logical argument2…..)
Sum-of-years digits deprec. Modeling depreciation =SYD(cost, salvage, life, period)
Text function Footnotes titles
Footnotes, titles, and subtitles =TEXT(value,
TEXT(value “format of text”)
Vlookup function Used to reference inputs on an output page =VLOOKUP(lookup, array, col. index, range lookup)

(1) Compound annual growth rate formula:

⎡ ⎛ FV ⎞ ⎤
1
N

⎢⎜ ⎟ ⎥− 1
⎢⎣ ⎝ PV ⎠ ⎥⎦
(2) Net present value formula:
CF1 CF2 CFN
+ + ...
(1 + r) (1 + r)
1 2
(1 + r)N

© 1999-2009 Training The Street, Inc. 10

All rights reserved.
TTS Turbo Macros Overview

Want to be on our macros update list?

Email us at info@trainingthestreet.com
TTS Turbo Macros* Overview
• Useful Excel tools to improve efficiency
– Formatting
F tti
• Font Color toggle
• Pattern toggle
• Border toggle
• Number toggle
• Alignment toggle
• Increase decimals
• Decrease decimals
– Functionality
• Increase zoom
• Decrease zoom
• Trace precedents
• Disable F1 key
• Ability to customize! * As with most Excel macros, you lose the
• Excel Add-In (.xla) functionality of Edit Undo (Ctrl + Z) after
executing a macro
– Allows p
portability
y

© 1999-2009 Training The Street, Inc. 12

All rights reserved.
Adding
g TTS Turbo Macros
1) Go to Windows Explorer and copy both the .tts and .xla TTS Turbo Macro files

2) Alt+Tab back to Excel

3) Go to “Tools, Add-Ins” (Alt T, I) 3) Go to Office Button, Excel Options, Add-ins,
Excel 2003 Manage:
g Excel Add-ins,, Go ((Alt F I A A,, Alt+G))
Excel 2007

4) Click on “Browse”
Browse
• DO NOT change your default location
Microsoft\AddIns folder
5)) Paste both TTS Turbo Macro files
• Only the xla file will appear
The Macro automatically loads when Excel is opened
• The .tts file is there but hidden May have to deselect, click OK & reselect if not working
6) Double-click on the TTS Turbo Macro file
• The TTS Turbo Macro should now appear as an available add-in
© 1999-2009 Training The Street, Inc. 13
All rights reserved.
Disabling
g F1 - Help
p Menu
• Disables F1 key to prevent
Mi
Microsoft
ft Help
H l ffrom opening
i
• Permanent… will remember
last setting!
• Access byy Ctrl+Shift+1
Menu bar will show
status of either
“Enabled”
Enabled or “Disabled
Disabled.”
The default setting is
“Disabled.”

* Default status is set to – Disabled -

© 1999-2009 Training The Street, Inc. 14

All rights reserved.
Customizing
g TTS Turbo Macros
• Access Turbo TTS Options by • Access option tabs
Ctrl+Shift+S – Shortcut Keys (assign shortcuts)
– Number Format (choose number format)
– Font Color (choose font colors)
– Pattern Toggle (choose fill colors)
– Other (zoom increment, color palate)

* When settings are changed

changed, you may notice Excel saving to the XLA file file. This may take a few
seconds as the toolkit is storing your settings. After this pause, Excel should work regularly.
© 1999-2009 Training The Street, Inc. 15
All rights reserved.
TTS Turbo Macros - Shortcut Keys
y
Macro Type
Turbo Color Toggle
Turbo Fill Toggle
Turbo Border Toggle
Turbo Number Toggle
Turbo Alignment Toggle
Turbo Increase Decimal
T b D
Turbo Decrease D
Decimal
i l
Turbo Increase Zoom
Turbo Decrease Zoom
Turbo Precedent Tracer
Disable F1 Key
Turbo Toolbar
TTS Turbo Options
© 1999-2009 Training The Street, Inc.
All rights reserved.
Description Shortcut
Toggles blue, green, red and black Ctrl + Shift + C
Toggles light yellow, light turquoise, Ctrl + Shift + V
gray (25%) and none
Toggles top border, right border, top Ctrl + Shift + D
with right border and none
Toggles Number: #,##0.0_);(#,##0.0) Ctrl + Shift + N
Currency: $#,##0.0_);($#,##0.0)
Percentage: #,##0.0%_);(#,##0.0%)
Multiple: #,##0.0x
General format
Toggles center across selection, left Ctrl + Shift + M
alignment, right alignment and general
Increases decimal by 1 place Ctrl + Shift + ,
D
Decreases d
decimal
i lb by 1 place
l Ct l + Shift + .
Ctrl
Increases zoom by 5% Ctrl + Shift + J
Decreases zoom by 5% Ctrl + Shift + K
Traces cell’s
cell s precedents Ctrl + Shift + T
Turns F1 on / off Ctrl + Shift + 1
Hides TTS Turbo Macros Toolbar Ctrl + Shift + E
Customize macros functionality Ctrl + Shift + S
16
 © 1999-2009 Training The Street, Inc.
All rights reserved.

Training The Street, Inc. (“TTS”) owns all rights, including copyright, in this
publication This publication may not be reproduced or redistributed
publication. redistributed, in whole or in
part, in any format or by any means without TTS’s prior written consent. No TTS
seminar, workshop, or other instructional activity may be recorded or transmitted
in any format or by any means without TTS’s prior written consent.

Preparing Financial Professionals for Success

www.trainingthestreet.com