Excel

Tracing

Icon Function Description Shortcut
Trace Precedents icon Trace Precedents Show all cells that the selected cell depends on by drawing blue arrows to precedent cells. Helps identify formula dependencies and data flow. Alt + X + C
Trace Dependents icon Trace Dependents Show all cells that depend on the selected cell by drawing red arrows to dependent cells. Useful for impact analysis when changing values. Alt + X + D
Revert Dependents icon Revert Backwards Return to the original cell prior to tracing so you can resume work without losing context.
Precedent Arrows icon Precedent Arrows Show precedent arrows for the active cell, drilling deeper with repeat presses to trace complex formula chains. Alt + X + P
Remove Precedent Arrows icon Remove Precedent Arrows Clear every precedent and dependent arrow from the active worksheet with one click.
Dependent Arrows icon Dependent Arrows Toggle dependent arrows for the selected cell to see which formulas consume its output. Alt + X + P
Remove Dependent Arrows icon Remove Dependent Arrows Remove every dependent and precedent arrow to reset the worksheet view instantly.

Formulas

Formula Tools

Icon Function Description Shortcut
Magnitude plus icon Magnitude (+) Multiply selected numbers by 10 to scale results upward without rewriting formulas. Alt + X + P
Magnitude minus icon Magnitude (–) Divide selected numbers by 10 to scale results down while preserving precision. Alt + X + M
Flip sign icon Flip Sign Switch positive values to negative (and vice versa) across the selection for rapid scenario changes. Alt + X + F
Fill right icon Fill Right Copy the leftmost cell's value or formula to every cell on the right with intelligent relative references. Alt + X + R
Fill down icon Fill Down Copy the top cell through the selection below, respecting smart referencing for efficient fills. Alt + X + D
Error wrap NA icon Wrap (NA) Encapsulate formulas with IFERROR and return #N/A on failure to keep audit trails intact. Alt + X + N
Error wrap zero icon Wrap (0) Wrap formulas with IFERROR and return zero on error to prevent errant spillover in models. Alt + X + Z
Convert to LET icon Convert → LET Refactor complex expressions into the LET function for cleaner logic and reusable calculations. Alt + X + L
Formula wrap icon Formula Wrap Apply common wrappers or parenthesis structures to formulas to standardize presentation. Alt + X + W
Solve formula icon Solve Formula Evaluate formulas step by step to view intermediate calculations and debug quickly. Alt + X + S
Anchor cycle icon Anchor Cycle Cycle references between relative, absolute, and mixed anchors without touching the keyboard. Alt + X + A

Paste Tools

Icon Function Description Shortcut
Paste exact icon Exact Formulas Paste formulas exactly as copied without adjusting references, perfect for audit-safe moves. Alt + X + E
Smart exact icon Smart Exact Intelligently paste a mix of absolute and relative references to preserve intent across ranges. Alt + X + D
Paste number format icon Number Format Transfer only number formatting from the copied cells while leaving values and formulas untouched. Alt + X + N
Paste fill color icon Fill Color Paste just the background fill colors to harmonize table styling in seconds. Alt + X + F
Paste borders icon Range Border Copy border formatting for consistent outlines and separators across your model. Alt + X + B
Paste column width icon Column Width Match column widths to the source selection so reports stay aligned without manual resizing. Alt + X + W
Paste row height icon Row Height Copy row heights from the source range to maintain consistent spacing and layout. Alt + X + H

Formatting

Brand Format

Icon Function Description Shortcut
Company format icon Company Format Apply the firm's default styling to selected tables and charts for instant on-brand visuals.
Chart brand format icon Chart Format Restyle charts with the standard brand color palette, fonts, and line treatments.
Table brand format icon Table Format Reformat selected ranges into the approved table style without touching native Excel themes.
Brand fill cycle icon Brand Fill Color Cycle Cycle through the brand’s primary fills for shapes, charts, and table headers.
Brand border cycle icon Brand Border Color Cycle Rotate border colors through approved brand accents to differentiate tables and shapes.
Brand font color cycle icon Brand Font Color Cycle Cycle text through brand-approved colors to establish hierarchy and emphasis.

Number Formats

Icon Function Description Shortcut
Number cycle icon Number Cycle Cycle common number formats such as general, thousands, and decimal layouts. Alt + X + N
Currency cycle icon Currency Cycle Rotate through currency formats including accounting layouts and precision variants. Alt + X + Y + B
Percent cycle icon Percent Cycle Toggle percentage formats with different decimal positions to match presentation needs. Alt + X + P
Date cycle icon Date Cycle Cycle through date stamps such as MM/DD/YYYY, DD-MMM-YY, and long-form styles. Alt + X + D
Multiple cycle icon Multiple Cycle Display values as multiples (e.g., 1.2x) by rotating through pre-built multiplier formats. Alt + X + M
Binary cycle icon Binary Cycle Cycle between binary, hexadecimal, and related technical number representations. Alt + X + B
Plus decimals icon Decimals (+) Increase the number of visible decimal places to add precision. Alt + X + L
Minus decimals icon Decimals (–) Reduce the number of visible decimal places for cleaner summaries. Alt + X + S

Font Colors

Icon Function Description Shortcut
Blue black color cycle icon Blue Black Cycle Toggle input versus calculation colors for models by cycling blue and black fonts. Alt + X + B
Model color cycle icon Model Color Cycle Apply the standard modeling color scheme (inputs, calculations, links, warnings). Alt + X + M
Auto color selection icon Auto Color Selection Assign appropriate font colors based on whether a cell contains a constant, formula, or link. Alt + X + A

Fill Colors

Icon Function Description Shortcut
Auto table color icon Auto-Table Color Apply alternating row colors with branded hues to instantly format tables. Alt + X + A
Model fill color cycle icon Model Fill Color Cycle Rotate fills through the current document theme for consistent visuals. Alt + X + T
Theme fill color cycle icon Theme Color Cycle Move elements through theme colors to highlight key data without breaking brand rules. Alt + X + T

Other Cycles

Icon Function Description Shortcut
Underline cycle icon Underline Cycle Rotate through no underline, single, double, and accounting underline styles. Alt + X + U
Border cycle icon Border Cycle Cycle common border combinations such as outline, full grid, and custom patterns. Alt + X + B
Font size cycle icon Font Size Cycle Rotate fonts through the standard size ladder (8–18pt) for quick hierarchy updates. Alt + X + F
Row height cycle icon Row Height Cycle Step through preset row heights to tighten or loosen spacing. Alt + X + H
Column width cycle icon Column Width Cycle Rotate through standard column widths to align reports and schedules. Alt + X + W
Footnote cycle icon Footnote Cycle Cycle footnote formatting styles with superscripts and reference formatting. Alt + X + N
Remove footnotes icon Remove Footnotes Strip all footnote formatting and references from the selection or worksheet. Alt + X + R

Format Tools

Icon Function Description Shortcut
List bullets icon List Bullets Add bullet points to selected cells to create readable lists inside Excel. Alt + X + L
Accounting dots icon Accounting Dots Insert accounting leader dots for neatly aligned financial statements. Alt + X + A
Sum line icon Sum Line Apply single or double underlines to totals for a polished financial finish. Alt + X + S
Left indent icon Left Indent Increase left indent to establish hierarchy inside tables and line items. Alt + X + I
Right indent icon Right Indent Increase right indent for better alignment of commentary or notes. Alt + X + R
Transparent to white icon Transparent → White Convert transparent fills to white to avoid unexpected rendering in exports. Alt + X + T

Range Tools

Icon Function Description Shortcut
Merge to center icon Merge-Center Across Merge cells horizontally and center text while keeping row structure intact. Alt + X + M
Hide to group icon Hide → Group Convert hidden rows or columns into collapsible outline groups for easier navigation. Alt + X + G
Reverse columns icon Reverse Columns Flip the order of selected columns from left to right without manual rework. Alt + X + Y + D
Reverse rows icon Reverse Rows Flip the order of selected rows from top to bottom to reorganize data quickly. Alt + X + R
Delete blank columns icon Delete Blank Columns Remove empty columns in the selection or sheet to tighten layouts. Alt + X + D
Delete blank rows icon Delete Blank Rows Remove empty rows to compress schedules and speed up printing. Alt + X + B
Hardcode selection icon Hardcode Selection Convert formulas into values while preserving outputs in the selection or used range. Alt + X + H
Calculate CAGR icon Calculate CAGR Insert a CAGR formula for the selected data to quantify growth rates automatically. Alt + X + A

Sizing Tools

Icon Function Description Shortcut
Guides icon PPT Guides Display alignment guides and gridlines to position shapes precisely. Alt + X + G
Resize to PPT icon Resize to PPT Resize selections to PowerPoint-friendly dimensions for seamless copy/paste. Alt + X + R
Auto grid icon Auto Grid Arrange selected objects into a clean grid with uniform spacing. Alt + X + A
Same width icon Same Width Match object widths to the first selection to ensure consistency. Alt + X + W
Same height icon Same Height Match object heights to the first selection for uniform sizing. Alt + X + H
Same width and height icon Same Width and Height Set all selected objects to the same width and height at once. Alt + X + S
Extend left icon Extend Left Extend objects left to align with the furthest left selection edge. Alt + X + L
Extend right icon Extend Right Extend objects right to align with the furthest right selection edge. Alt + X + E
Extend top icon Extend Top Extend objects upward to align with the highest selection point. Alt + X + T
Extend bottom icon Extend Bottom Extend objects downward to align with the lowest selection point. Alt + X + B
Fit horizontal icon Fit Horizontal Resize objects to fit across the available width without breaking proportions. Alt + X + F
Fit vertical icon Fit Vertical Resize objects to fit the available height while keeping aspect ratio. Alt + X + V

Shape Alignment

Icon Function Description Shortcut
Align left icon Align Left Align the left edges of all selected objects with the leftmost object. Alt + X + L
Align right icon Align Right Align the right edges of all selected objects with the rightmost object. Alt + X + R
Align middle icon Align Middle Align object centers vertically for perfect middle alignment. Alt + X + M
Align top icon Align Top Align top edges to the highest object for a clean baseline. Alt + X + T
Align bottom icon Align Bottom Align bottom edges to the lowest object to finalize spacing. Alt + X + B
Align center icon Align Center Align horizontal centers with a single command for perfectly balanced layouts. Alt + X + Y + F
Distribute horizontal icon Distribute Horizontal Distribute objects evenly across the horizontal axis with equal spacing. Alt + X + H
Distribute vertical icon Distribute Vertical Distribute objects evenly across the vertical axis to level layouts. Alt + X + V
Snap together icon Snap Together Snap selected objects together for tightly grouped arrangements. Alt + X + S
Cycle swap icon Cycle Swap Rotate positions of selected objects to explore alternate layouts instantly. Alt + X + Y

Insert Symbols

Icon Function Description Shortcut
Insert symbols icon Insert Symbols Open a curated gallery of commonly used finance symbols for one-click insertion. Alt + X + Y + G

Sheet Tools

Icon Function Description Shortcut
Sheet select icon Sheet Select Launch the advanced sheet selector to jump instantly to any tab in the workbook. Alt + X + X
Deep search icon Deep Search Search across sheets, formulas, comments, and metadata to locate anything in seconds. Alt + X + Q
Visual check icon Visual Check Run a comprehensive visual review to uncover inconsistent formatting and layout issues. Alt + X + /
Clean file icon Clean File Remove unused styles, delete blank rows or columns, and optimize workbook size automatically. Alt + X + K

Library

Icon Function Description Shortcut
Library icon Library Assets Open the Pragmatics function library with prebuilt formulas, templates, and reusable components.

Charting

Format Tools

Icon Function Description Shortcut
Stack sort icon Stack Sort Resequence stacked series by value to improve readability and storytelling. Alt + X + S
Maximize plot icon Maximize Plot Expand the chart plot area by trimming excess padding for data-first visuals. Alt + X + M
Center pie icon Center Pie Center and resize pie charts for balanced composition and maximum impact. Alt + X + Y + I
Y min zero icon Y-Min Zero Reset the primary Y-axis minimum to zero to maintain honest comparisons. Alt + X + Y
Hide axis icon Hide Y-Axis Toggle the Y-axis to declutter visuals when labels are redundant. Alt + X + H

Label Tools

Icon Function Description Shortcut
Keyboard control icon Keyboard Control Enable keyboard-based positioning and formatting for chart labels. Alt + X + K
Reset labels icon Reset Labels Return all labels to their default placement and styling in a single step. Alt + X + R
Key points icon Key Points Automatically highlight maximums, minimums, and notable inflections on charts. Alt + X + P
Superscript icon Superscript Format selected chart label text with superscripts for footnotes or equations. Alt + X + S

Insert Metrics

Icon Function Description Shortcut
Arrow CAGR icon Arrow CAGR Insert an arrow annotation visualizing CAGR between two points. Alt + X + A
Elbow CAGR icon Elbow CAGR Insert an elbow-style CAGR callout with professional connectors. Alt + X + E
Add stacked totals icon Add Stacked Totals Place total labels atop stacked columns or bars for instant comprehension. Alt + X + S
Add stat line icon Add Stat Line Add trend or statistical lines (median, average) to enrich storytelling. Alt + X + L
Add metric bubbles icon Add Metric Bubbles Overlay bubbles to display a secondary metric like margins or growth rates. Alt + X + B

Duplicate & Offset

Icon Function Description Shortcut
Duplicate to sheets icon Copy to Sheets Duplicate the selected chart across multiple worksheets while preserving links. Alt + X + S
Offset chart icon Copy via Offset Duplicate charts by offsetting them into adjacent rows and columns. Alt + X + R

Common Charts

Icon Function Description Shortcut
Stacked waterfall icon Stacked Waterfall Insert a stacked waterfall chart to show component contributions within each step.
Marimekko chart icon Marimekko Insert a Marimekko (Mekko) chart for visualizing relative share and segmentation.
Gantt chart icon Gantt Create a Gantt-style chart to plot timelines and project milestones.
Bubble chart icon Bubble Insert a bubble chart to compare series with an additional size-based metric.

File

Versioning & Export

Icon Function Description Shortcut
Version up icon Version Up Increment the file name version and save a new copy to maintain a clear audit trail. Alt + X + [
Save as PDF icon Save as PDF Export the workbook or selected sheets to PDF with polished print settings. Alt + X + ]
Export sheet icon Export Sheet Export the active worksheet to CSV, PDF, or a new workbook without manual setup. Alt + X + \

File Utilities

Icon Function Description Shortcut
Show in explorer icon Show in Explorer Open Windows Explorer with the current workbook highlighted for quick access.
Copy file path icon Copy File Path Copy the full workbook path to the clipboard for sharing or documentation.
Hide page breaks icon Hide Page Breaks Remove dotted page break indicators from normal view throughout the workbook.

Settings

Icon Function Description Shortcut
Settings icon Settings Open Pragmatics settings to adjust defaults, shortcuts, and personalization. Alt + X + Y + W

PowerPoint

Section 1

TBU

Word

Section 1

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