Mac Setup Guide

Optimize Your Mac for Financial Modeling

1999-2012 Training The Street, Inc.
All rights reserved.
We Love Macs But
Certain shortcuts and commands are different
Differences can be confusing, even if youre running Windows
We suggest all Mac users complete the steps in this
guide to optimize their training experience
2
Windows Excel Users
Mac Setup Guide
1999-2012 Training The Street, Inc.
All rights reserved.
Keyboard Complications
4
Function
Key
<fn>
Arrow keys
Alt
Key
Command /
Windows Key
Cmd
Control
Key
Ctrl
Alt
Key
Command Key
Cmd
End Home
Page
Up
Page
Down
fn control option
alt
command option
alt
command ! " #
$
spacebar
Action or Keystroke PC Equivalent Mac Equivalent
Scroll view Page up / page
down
Page up / page down <fn>+up arrow / <fn>
+down arrow
Go to the start of
spreadsheet
Ctrl+home <fn>+Ctrl+left arrow
Go to the end of
spreadsheet
Ctrl+end <fn>+Ctrl+right arrow
Delete highlighted range Delete <fn>+Delete
1999-2012 Training The Street, Inc.
All rights reserved.
Right click on the gray/black diamond in the
Windows Taskbar
1) Select Boot Camp Control Panel
2) Go to the Keyboard tab
Check the dialog box to Use the F1 F12 keys
5
Enabling F1 F12 Keys in Boot Camp
Configure function keys to match
native Windows functions
TTS Recommendation
Adjusting settings in the Boot Camp
Control Panel will not impact Mac OS
user experience.
Impact of Change
Native Mac
Operating System
Windows
Utility
Virtualizer
Boot Camp
2
1
Snow Leopard
Leopard
Lion
Mac OS X Version
1999-2012 Training The Street, Inc.
All rights reserved.
6
Enabling F1 F7 for Virtualizers
Operating System
Native Mac
Windows
Boot Camp
Virtualizer
Utility
Go into System Preferences on the Mac
1) Under the Hardware section, select Keyboard & Mouse
2) Go to the Keyboard tab
Check the dialog box to Use all F1, F2, etc
1
2
To access hardware features such as
volume and brightness you now will
have to hold down <fn> key.
Impact of Change
Configure function keys to match
native Windows functions
TTS Recommendation
1
Lion
Leopard
Snow Leopard
Snow Leopard
Leopard
Lion
Mac OS X Version
Native Mac Setup Guide
Mac Excel Users
1999-2012 Training The Street, Inc.
All rights reserved.
How to Use This Guide
Follow the Decision Tree
Match your setup to the proper instructions within this
guide
8
Native Mac
Operating System
Windows
Boot Camp
Utility
Virtualizer*
Excel for Mac 2008
Excel for Mac 2011
Excel Version Mac OS X Version
Leopard v10.5
Lion v10.7
Snow Leopard v10.6
Excel 2010
Excel 2003
Excel 2007
* Includes Parallels Desktop and VMware Fusion
1999-2012 Training The Street, Inc.
All rights reserved.
Guide Layout
9
TTS Recommendation box
Provides a description of
the changes TTS
recommends to optimize
your Mac for financial
modeling.
Screenshots
Taken from the Mac OS X
version indicated on the
page.
Start in the tab that corresponds to your Mac OS X Version
Decision Tree
If your system matches
the shaded boxes, the
page applies to your Mac.
Impact of Change box
Sets forth the impact the
recommended changes
will have on the Mac OS
user experience.
1999-2012 Training The Street, Inc.
All rights reserved.
Determining Your Mac OS X Version
Click on the Apple icon and select About This Mac
v10.5 is Leopard
v10.6 is Snow Leopard
v10.7 is Lion
10
Please refer to the section covering
your OS X version because there
are slight differences that are
specific to each version
TTS Help
1999-2012 Training The Street, Inc.
All rights reserved.
Keyboard Complications
11
Function
Key
<fn>
Arrow keys
Alt
Key
Command /
Windows Key
Cmd
Control
Key
Ctrl
Alt
Key
Command Key
Cmd
End Home
Page
Up
Page
Down
fn control option
alt
command option
alt
command ! " #
$
spacebar
Action or Keystroke PC Equivalent Mac Equivalent
Scroll view Page up / page
down
Page up / page down <fn>+up arrow / <fn>
+down arrow
Go to the start of
spreadsheet
Ctrl+home <fn>+Ctrl+left arrow
Go to the end of
spreadsheet
Ctrl+end <fn>+Ctrl+right arrow
Delete highlighted range Delete <fn>+Delete
1999-2012 Training The Street, Inc.
All rights reserved.
Native Mac Keyboard Complications
12
Operating System
Windows
Native Mac
Virtualizer
Boot Camp
Utility
Please Refer to Commonly Used Shortcut Keys for additional keystrokes that are different for Mac Excel
Action or Keystroke PC Equivalent Mac Equivalent
F1 F8 Various hardware and software
functions
Various hardware and
software functions
Pressing Alt Activates toolbars and ribbons Does nothing
Ctrl+spacebar Highlight entire column Activates Spotlight Search
F8 Activates the extend selection
command
Activates Spaces
Ctrl+Arrows Moves to the end of a
continuous range
Moves to next Space
F9 Calculates Activates Expos
F12 Activates save as Activates Dashboard
Snow Leopard
Leopard
Lion
Mac OS X Version
1999-2012 Training The Street, Inc.
All rights reserved.
13
Enabling F1 F7 for Mac Excel
Go into System Preferences on the Mac
1) Under the Hardware section, select Keyboard & Mouse
2) Go to the Keyboard tab
Check the dialog box to Use all F1, F2, etc
1
2
To access hardware features such as
volume and brightness you now will
have to hold down <fn> key.
Impact of Change
Configure function keys to match
native Windows functions
TTS Recommendation
1
Lion
Leopard
Snow Leopard
Snow Leopard
Leopard
Lion
Mac OS X Version
Operating System
Windows
Native Mac
Boot Camp
Virtualizer
Utility
1999-2012 Training The Street, Inc.
All rights reserved.
The Alternative to the Alt Key
14
Configure Ctrl+F2 to act the same as pressing
Alt once in excel. You will be able to quickly
activate the menu in Excel.
Make sure to select All Controls to move
between all areas in dialog boxes by pressing tab
TTS Recommendation
Operating System
Windows
Native Mac
Boot Camp
Virtualizer
Utility
Snow Leopard
Leopard
Lion
Mac OS X Version
1
Go into System Preferences on the Mac
1) Under the Hardware section, select Keyboard & Mouse
2) Go to the Keyboard Shortcuts tab
Check the dialog box to Move focus to the menu bar and
All controls
2
This is a default setting and will not
impact the Mac OS experience other
than giving the user the ability to
access the menu with keystrokes in
any application.
Impact of Change
1999-2012 Training The Street, Inc.
All rights reserved.
The Alternative to the Alt Key
15
Configure Ctrl+F2 to act the same as pressing
Alt once in excel. You will be able to quickly
activate the menu in Excel.
Make sure to select All Controls to move
between all areas in dialog boxes by pressing tab
TTS Recommendation
Operating System
Windows
Native Mac
Boot Camp
Virtualizer
Utility
Go into System Preferences on the Mac
1) Under the Hardware section, select Keyboard
2) Go to the Keyboard & Text Input in Keyboard Shortcuts tab
Check the dialog box to Move focus to the menu bar and All
controls
2
This is a default setting and will not
impact the Mac OS experience other
than giving the user the ability to
access the menu with keystrokes in
any application.
Impact of Change
Lion
Leopard
Snow Leopard
Mac OS X Version
1
1999-2012 Training The Street, Inc.
All rights reserved.
Go into System Preferences on the Mac
1) Under the Hardware section, select Keyboard & Mouse
2) Go to the Keyboard Shortcuts tab
Deselect dialog box to Show Spotlight search field
Disabling Spotlight Search Field
16
Deactivate Ctrl+spacebar as
shortcut to show Spotlight search
field in order to match Windows
functionality for highlighting a
column in Excel
TTS Recommendation
Ctrl+spacebar will no longer activate
the Spotlight Search field
Impact of Change
Operating System
Windows
Native Mac
Boot Camp
Virtualizer
Utility
Snow Leopard
Leopard
Lion
Mac OS X Version
1
2
1999-2012 Training The Street, Inc.
All rights reserved.
Go into System Preferences on the Mac
1) Under the Hardware section, select Keyboard
2) Go to the Spotlight section in the Keyboard Shortcuts tab
Deselect dialog box to Show Spotlight search field
Disabling Spotlight Search Field
17
Deactivate Ctrl+spacebar as a
Spotlight search field to match
Windows functionality for highlight
a column in Excel
TTS Recommendation
Ctrl+spacebar will no longer activate
the Spotlight Search field
Impact of Change
Operating System
Windows
Native Mac
Boot Camp
Virtualizer
Utility
Lion
Leopard
Snow Leopard
Mac OS X Version
1
2
1999-2012 Training The Street, Inc.
All rights reserved.
Go into System Preferences on the Mac
1) Under the Personal section, select Expos & Spaces
2) Go to the Spaces tab
Disable or reassign the shortcuts
Disabling or reassigning the
shortcuts for Spaces will allow you
to match the functionality found in
Windows Excel
TTS Recommendation
18
Enabling F8 and Ctrl+arrows
Shortcut keys for Spaces will be
disabled or changed
Impact of Change
Operating System
Windows
Native Mac
Boot Camp
Virtualizer
Utility
Lion
Leopard
Snow Leopard
Mac OS X Version
1
2
1999-2012 Training The Street, Inc.
All rights reserved.
Go into System Preferences on the Mac
1) Under the Personal section, select Expos & Spaces
2) Go to the Expos tab
Disable or reassign the shortcuts
19
Enabling F9 F12
Operating System
Windows
Native Mac
Boot Camp
Virtualizer
Utility
Lion
Snow Leopard
Leopard
Mac OS X Version
1
1
2
Use Cmd+tab to switch between
application once you have disabled
the shortcut keys for Expos
Impact of Change
In the very least disable or reassign
All windows: F9 in order to match
functionality found in Windows
Excel for calculate
Alternatively you can keep the
setting and press Cmd+= to
calculate
TTS Recommendation
1999-2012 Training The Street, Inc.
All rights reserved.
Go into System Preferences on the Mac
1) Under the Hardware section, select Keyboard
2) Go to Mission Control in the Keyboard Shortcuts tab
Disable or reassign the shortcuts for F12 and Ctrl+arrows
Disabling or reassigning the
shortcuts for Mission Control will
allow you to match the functionality
found in Windows Excel
Alternatively, keep default arrow
settings and use command +
arrows to navigate
TTS Recommendation
20
Enabling F12 and Ctrl+arrows
Shortcut keys for Mission Control will
be disabled or changed
Impact of Change
Operating System
Windows
Native Mac
Boot Camp
Virtualizer
Utility
2
Leopard
Snow Leopard
Mac OS X Version
Lion
1
1999-2012 Training The Street, Inc.
All rights reserved.
Enabling Cmd+Alt+Minus
21
Operating System
Windows
Native Mac
Boot Camp
Virtualizer
Utility
Snow Leopard
Leopard
Lion
Mac OS X Version
In order to allow Cmd+Alt+minus(-) to
remove cell borders in Excel, make
sure the Universal Access option for
Zoom is not selected.
TTS Recommendation
Go into System Preferences on the Mac
1) Under the Hardware section, select Keyboard & Mouse
2) Go to the Keyboard Shortcuts tab
Deselect the dialog box to Zoom out
2
Default keystroke will not activate
Zoom Out
Impact of Change
1
1999-2012 Training The Street, Inc.
All rights reserved.
Enabling Cmd+Alt+Minus
22
In order to allow Cmd+Alt+minus(-) to
remove cell borders in Excel, make
sure the Universal Access option for
Zoom is not selected.
TTS Recommendation
Operating System
Windows
Native Mac
Boot Camp
Virtualizer
Utility
Lion
Leopard
Snow Leopard
Mac OS X Version
Go into System Preferences on the Mac
1) Under the Hardware section, select Keyboard & Mouse
2) Go to the Keyboard Shortcuts tab
Deselect the dialog box to Zoom out
2
Default keystroke will not activate
Zoom Out
Impact of Change
1
1999-2012 Training The Street, Inc.
All rights reserved.
Go to View, Toolbars, Customize Toolbars/Menus
Select the Commands tab
Select desired category
Click and hold on desired icon in Commands window
Drag the icon to desired location

Customizing Toolbars Mac Excel 2011
Suggested setup
23
1999-2012 Training The Street, Inc.
All rights reserved.
Press Option+F10
- Activates the Standard Toolbar
- Pressing Ctrl+Tab will move focus
to the next toolbar
Activating The Quick Access Toolbar
Once on the color pallet
*
- Use your down arrow to select a color
- Press Enter to access the color
* Note: When using the font color or fill color icons you can get to the standard colors
more quickly by using the up arrow to wrap around to the bottom.

24