TTS_Turbo_Macros_v6 6

TTS Turbo Macros & Shortcut KeysInstallation and User’s Guide

Preparing Financial Professionals for Success

TTS_Turbo_Macros_v6.6.ppt10/27/09

Professionals for Success© 1999-2009 Training The Street, Inc. All rights reserved.

About Training The StreetgThe 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 lifeway that brings corporate valuation and financial modeling to 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 ti d k d ith b th d bt d it d t i l di bli ff i d i t l t Th htransactions, and worked with both debt and equity products, including public offerings and private placements. Through 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 coursesCareers 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 [email protected]. 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 [email protected].

© 1999-2009 Training The Street, Inc.All rights reserved.

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Training The Street & Your Career Patha g e St eet & ou Ca ee atTraining 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 ourTTS 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.

Upcoming Public CoursesUniversity Offerings Upcoming Public CoursesEvening / Weekend Corporate Valuation & ModelingEvenings: Oct 26 – Nov 18 New York CityWeekends: Jan 16 – 17 and 23 - 24

Missed Us on Campus?

University OfferingsCorporate Valuation 1 or 2 daysInitial preparation for successful interview

Financial Modeling 2 daysCore preparation for internship / full-time

Corporate ValuationNovember 21, 2009 New York City

Core Training Programs New York City Weekday classes offered almost every month San Francisco

ChicagoL A l

Modeling Complex Transactions FlexibleLBO Modeling (1/2 – 1 day)M&A Modeling (1/2 – 1 day)

Private Equity Workshops FlexibleLos Angeles

International CoursesSept 27 – Oct 1 DubaiOct 26 – Oct 30 MumbaiNov 20 – Nov 26 London

Learning the dynamics of the industry and ace the PE interview including transition training

Investment Management Workshops 1 dayValuation and modeling fundamentals in preparation for jobs in sell-side and buy-side investment research

Self Study Over 250The convenience of self study pages + Exceland the dynamic training of TTS models and video

Find Out More…Call us at (800) 887-1320 or visit www trainingthestreet com

One-on-one PE Interview PrepInquire at [email protected]


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

TTS Self StudyTTS now proudly offers self study for individual purchase!

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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 ValuationDesigned 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 valuationtopics in valuation

• Excel models including sample discounted cash flow model and other valuation models

Enhances the live seminar experience!• More detail, examples and exercisesMore detail, examples and exercises• Hotwords glossary for interview preparation• Sample technical questions and quizzes• Excel models

Front and back cover of main resource bookFront and back cover of main resource book


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TTS One-on-One Interview CoachingBest-in-class service. TTS offers the premiere one-on-one PRIVATE EQUITY and INVESTMENT BANKINGinterview coaching service Tailored to each client’s needs Interview coaching aims to demystify the interview process and deliver the

S O e o O e te e Coac g

Tailored to each client s needs. Interview coaching aims to demystify the interview process and deliver the most powerful information and techniques as efficiently as possible to each individual clientA 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

PRIVATE EQUITY• Nail the fit interview with confidence & ease• Discuss IB valuation techniques like a pro• Common questions, most compelling answers

INVESTMENT BANKING

• Simulated interview practice & feedback• PE business evaluation• Communicate like a PE investor• SWOT: résumé review & tactical messaging

• Simulated interview practice & feedback• Refine view of banking as a client business• Crystallize & apply finance/accounting skills• SWOT: résumé review & tactical messaging

Lead interview coach, Trevor Nelson, has years of experience in private equity investing and financialtransactions having worked at Texas Pacific Group (TPG), Harvest Partners, and Lehman Brothers. At TPG and

TTS LEAD INTERVIEW COACH

To learn more or to arrange a coaching session, please contact TTS at:i t i hi @t i i th t t

Harvest Partners, Trevor evaluated and completed numerous transactions across a variety of industries. Prior toHarvest, Trevor worked in the M&A group at Lehman Brothers. Trevor is a graduate of Northwestern University.


[email protected]

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Commonly Used Excel Shortcut Keys and Functions

Commonly Used Shortcut Keys Excel 97-2003y yAction Keystroke Action Keystroke

1 Anchoring cells F4 (in edit cell mode (F2)) 25 Go to end (contiguous range) Ctrl+Arrow Keys2 Auditing toolbar Alt T U 26 Go to precedent cell(s) / Return Ctrl+[ / F5, Enter3 ...Trace precedents Alt T U T 27 Group rows or columns Alt D G… (or Shift+Alt+ )

4 ...Trace dependents Alt T U D 28 ...Hide grouped range Alt D G H5 ...Remove arrows Alt T U A 29 ...Show grouped range Alt D G S6 Auto sum Alt+= 30 Ungroup rows or columns Alt D G (or Shift+Alt+ )6 Auto sum Alt+ 30 ...Ungroup rows or columns Alt D G… (or Shift+Alt+ )

7 Borders – outside area Ctrl+Shift+7 31 Highlight a contiguous range Ctrl+Shift+Arrow Keys8 Borders – remove all Ctrl+Underscore (Ctrl+Shift+–) 32 Highlight entire column / row Ctrl+Spacebar / Shift+Spacebar9 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 N12 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 V15 Copy Paste special formulas Ctrl+C Alt E S F 39 Redo Ctrl+Y15 Copy, Paste special formulas Ctrl+C, Alt E S F 39 Redo Ctrl+Y16 Delete / Insert Ctrl+– / Ctrl++ 40 Rename sheet Alt O H R17 Deselect to original cell Shift+Backspace 41 Repeat F418 Edit cell / Highlight precedents F2 42 Replace Ctrl+H19 Fill right / Fill down Ctrl+R / Ctrl+D 43 Set print area Alt F T Sg p20 Font – change size Ctrl+Shift+P 44 Tools options Alt T O…21 Format cells… Ctrl+1 (or Alt O E) 45 Undo Ctrl+Z22 Function – inserting Alt I F (or Shift+F3) 46 Workbooks – toggle Ctrl+Tab23 Go to F5 (or Ctrl+G) 47 Worksheets – move between Ctrl+Page Up / Ctrl+Page Down


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24 Go to constants (highlight inputs) F5, Alt+S O X 48 Zoom – sizing / return to 100% Alt V Z / Alt V Z 1

Commonly Used Functions Excel 97-2003yTo 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 FormulaAbsolute 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”)

(1) Compound annual growth rate formula:

1 PVFV N

1

−⎥⎥⎦

⎤

⎢⎢⎣

⎡⎟⎠⎞

⎜⎝⎛

, , ( , )Vlookup function Used to reference inputs on an output page =VLOOKUP(lookup, array, col. index, range lookup)

(2) Net present value formula:

PV ⎥⎦⎢⎣ ⎠⎝

NN

22

11

r)(1CF...

r)(1CF

r)(1CF

++

++

+


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Commonly Used Shortcut Keys Excel 2007y yAction Keystroke Action Keystroke

1 Anchoring cells F4 (in edit cell mode (F2)) 25 Go to end (contiguous range) Ctrl+Arrow Keys2 Auditing toolbar Alt M A 26 Go to precedent cell(s) / Return Ctrl+[ / F5, Enter3 ...Trace precedents Alt M P 27 Group rows or columns Alt A G G… (or Shift+Alt+ )

4 ...Trace dependents Alt M D 28 ...Hide grouped range Alt A H5 ...Remove arrows Alt M A A 29 ...Show grouped range Alt A J6 Auto sum Alt+= 30 Ungroup rows or columns Alt A U U (or Shift+Alt+ )6 Auto sum Alt+ 30 ...Ungroup rows or columns Alt A U U… (or Shift+Alt+ )

7 Borders – outside area Ctrl+Shift+7 31 Highlight a contiguous range Ctrl+Shift+Arrow Keys8 Borders – remove all Ctrl+Underscore (Ctrl+Shift+–) 32 Highlight entire column / row Ctrl+Spacebar / Shift+Spacebar9 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 L12 Copy / Cut Ctrl+C / Ctrl+X 36 Page setup… Alt P S P13 … 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 V15 Copy Paste special formulas Ctrl+C Alt H V F 39 Redo Ctrl+Y15 Copy, Paste special formulas Ctrl+C, Alt H V F 39 Redo Ctrl+Y16 Delete / Insert Ctrl+– / Ctrl++ 40 Rename sheet Alt H O R17 Deselect to original cell Shift+Backspace 41 Repeat F418 Edit cell / Highlight precedents F2 42 Replace Ctrl+H19 Fill right / Fill down Ctrl+R / Ctrl+D 43 Set print area Alt P R Sg p20 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+Z22 Function – inserting Alt M F (or Shift+F3) 46 Workbooks – toggle Ctrl+Tab23 Go to F5 (or Ctrl+G) 47 Worksheets – move between Ctrl+Page Up / Ctrl+Page Down


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24 Go to constants (highlight inputs) F5, Alt+S O X 48 Zoom – sizing / return to 100% Alt W Q / Alt W J

Commonly Used Functions Excel 2007yTo 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 FormulaAbsolute 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)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”)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:

1FV N1

⎥⎤

⎢⎡

⎟⎞

⎜⎛

(2) Net present value formula:

1 PV

−⎥⎥⎦⎢

⎢⎣

⎟⎠⎞

⎜⎝⎛

NN

22

11

r)(1CF...

r)(1CF

r)(1CF

++

++

+


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N21 r)(1r)(1r)(1 +++

TTS Turbo Macros OverviewTTS Turbo Macros Overview

Want to be on our macros update list? Email us at [email protected]

TTS Turbo Macros* Overview• Useful Excel tools to improve efficiency

F tti– Formatting• Font Color toggle• Pattern toggle• Border toggle• Border toggle• Number toggle• Alignment toggle• Increase decimals• Decrease decimals

– Functionality• Increase zoom• Decrease zoom• Trace precedents• Disable F1 key

• Ability to customize!• Excel Add-In (.xla)

– Allows portability

* As with most Excel macros, you lose the functionality of Edit Undo (Ctrl + Z) after executing a macro


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p y

Adding TTS Turbo Macros1) Go to Windows Explorer and copy both the .tts and .xla TTS Turbo Macro files

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2) Alt+Tab back to Excel3) Go to “Tools, Add-Ins” (Alt T, I) 3) Go to Office Button, Excel Options, Add-ins,

Manage: Excel Add-ins, Go (Alt F I A A, Alt+G)Excel 2003 g , ( , )Excel 2007

Excel 2003

4) Click on “Browse”4) Click on Browse• DO NOT change your default location

Microsoft\AddIns folder5) Paste both TTS Turbo Macro files

The Macro automatically loads when Excel is openedMay have to deselect, click OK & reselect if not working

)• Only the xla file will appear • The .tts file is there but hidden

6) Double-click on the TTS Turbo Macro file


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• The TTS Turbo Macro should now appear as an available add-in

Disabling F1 - Help Menug p

• Disables F1 key to prevent Mi ft H l f iMicrosoft Help from opening

• Permanent… will remember last setting!

• Access by Ctrl+Shift+1y

Menu bar will show status of either

“Enabled” or “Disabled ”Enabled or Disabled. The default setting is

“Disabled.”

* Default status is set to – Disabled -


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Customizing TTS Turbo Macrosg• Access Turbo TTS Options by

Ctrl+Shift+S• Access option tabs

– 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 you may notice Excel saving to the XLA file This may take a few


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When settings are changed, you may notice Excel saving to the XLA file. This may take a few seconds as the toolkit is storing your settings. After this pause, Excel should work regularly.

TTS Turbo Macros - Shortcut KeysyMacro Type Description Shortcut

Turbo Color Toggle Toggles blue, green, red and black Ctrl + Shift + C

Turbo Fill Toggle Toggles light yellow, light turquoise, gray (25%) and none

Ctrl + Shift + V

Turbo Border Toggle Toggles top border, right border, top with right border and none

Ctrl + Shift + D

Turbo Number Toggle Toggles Number: #,##0.0_);(#,##0.0) Currency: $#,##0.0_);($#,##0.0) Percentage: #,##0.0%_);(#,##0.0%) Multiple: #,##0.0x General format

Ctrl + Shift + N

General format

Turbo Alignment Toggle Toggles center across selection, left alignment, right alignment and general

Ctrl + Shift + M

Turbo Increase Decimal Increases decimal by 1 place Ctrl + Shift + ,

T b D D i l D d i l b 1 l Ct l ShiftTurbo Decrease Decimal Decreases decimal by 1 place Ctrl + Shift + .

Turbo Increase Zoom Increases zoom by 5% Ctrl + Shift + J

Turbo Decrease Zoom Decreases zoom by 5% Ctrl + Shift + K

Turbo Precedent Tracer Traces cell’s precedents Ctrl + Shift + TTurbo Precedent Tracer Traces cell s precedents Ctrl Shift T

Disable F1 Key Turns F1 on / off Ctrl + Shift + 1

Turbo Toolbar Hides TTS Turbo Macros Toolbar Ctrl + Shift + E

TTS Turbo Options Customize macros functionality Ctrl + Shift + S


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