Mac Setup Guide v12.2.3

download Mac Setup Guide v12.2.3

of 24

Transcript of Mac Setup Guide v12.2.3

  • 8/12/2019 Mac Setup Guide v12.2.3

    1/24

    Mac Setup Guide

    Optimize Your Mac for Financial Modeling

  • 8/12/2019 Mac Setup Guide v12.2.3

    2/24

    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

  • 8/12/2019 Mac Setup Guide v12.2.3

    3/24

  • 8/12/2019 Mac Setup Guide v12.2.3

    4/24

    1999-2012 Training The Street, Inc.

    All rights reserved.

    Keyboard Complications

    4

    FunctionKey

    Arrow keysAlt

    KeyCommand /

    Windows Key

    Cmd

    ControlKey

    Ctrl

    AltKey

    Command Key

    Cmd

    EndHome

    PageUp

    PageDown

    fn control option

    alt

    command option

    alt

    command ! " #

    $

    spacebar

    Action or Keystroke PC Equivalent Mac Equivalent

    Scroll view Page up / pagedown

    Page up / page down +up arrow / +down arrow

    Go to the start ofspreadsheet

    Ctrl+home +Ctrl+left arrow

    Go to the end of

    spreadsheet

    Ctrl+end +Ctrl+right arrow

    Delete highlighted range Delete +Delete

  • 8/12/2019 Mac Setup Guide v12.2.3

    5/24

    1999-2012 Training The Street, Inc.

    All rights reserved.

    Right click on the gray/black diamond in theWindows 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 matchnative Windows functions

    TTS Recommendation

    Adjusting settings in the Boot CampControl Panel will not impact Mac OSuser experience.

    Impact of Change

    Native Mac

    Operating System

    Windows

    Utility

    Virtualizer

    Boot Camp

    21

    Snow Leopard

    Leopard

    Lion

    Mac OS X Version

  • 8/12/2019 Mac Setup Guide v12.2.3

    6/24

    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 Keyboardtab

    Check the dialog box to Use all F1, F2, etc

    1

    2

    To access hardware features such asvolume and brightness you now willhave to hold down key.

    Impact of Change

    Configure function keys to matchnative Windows functions

    TTS Recommendation

    1Lion

    Leopard

    Snow Leopard

    Snow Leopard

    Leopard

    Lion

    Mac OS X Version

  • 8/12/2019 Mac Setup Guide v12.2.3

    7/24

  • 8/12/2019 Mac Setup Guide v12.2.3

    8/24

    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 VersionMac 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

  • 8/12/2019 Mac Setup Guide v12.2.3

    9/24

  • 8/12/2019 Mac Setup Guide v12.2.3

    10/24

  • 8/12/2019 Mac Setup Guide v12.2.3

    11/24

    1999-2012 Training The Street, Inc.

    All rights reserved.

    Keyboard Complications

    11

    FunctionKey

    Arrow keysAlt

    KeyCommand /

    Windows Key

    Cmd

    ControlKey

    Ctrl

    AltKey

    Command Key

    Cmd

    EndHome

    PageUp

    PageDown

    fn control option

    alt

    command option

    alt

    command ! " #

    $

    spacebar

    Action or Keystroke PC Equivalent Mac Equivalent

    Scroll view Page up / pagedown

    Page up / page down +up arrow / +down arrow

    Go to the start ofspreadsheet

    Ctrl+home +Ctrl+left arrow

    Go to the end of

    spreadsheet

    Ctrl+end +Ctrl+right arrow

    Delete highlighted range Delete +Delete

  • 8/12/2019 Mac Setup Guide v12.2.3

    12/24

    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 softwarefunctions

    Various hardware andsoftware functions

    Pressing Alt Activates toolbars and ribbons Does nothing

    Ctrl+spacebar Highlight entire column Activates Spotlight Search

    F8 Activates the extend selectioncommand

    Activates Spaces

    Ctrl+Arrows Moves to the end of acontinuous range

    Moves to next Space

    F9 Calculates Activates Expos

    F12 Activates save as Activates Dashboard

    Snow Leopard

    Leopard

    Lion

    Mac OS X Version

  • 8/12/2019 Mac Setup Guide v12.2.3

    13/24

    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 Keyboardtab

    Check the dialog box to Use all F1, F2, etc

    1

    2

    To access hardware features such asvolume and brightness you now willhave to hold down key.

    Impact of Change

    Configure function keys to matchnative Windows functions

    TTS Recommendation

    1Lion

    Leopard

    Snow Leopard

    Snow Leopard

    Leopard

    Lion

    Mac OS X Version

    Operating System

    Windows

    Native Mac

    Boot Camp

    Virtualizer

    Utility

  • 8/12/2019 Mac Setup Guide v12.2.3

    14/24

    1999-2012 Training The Street, Inc.

    All rights reserved.

    The Alternative to the Alt Key

    14

    Configure Ctrl+F2 to act the same as pressingAlt once in excel. You will be able to quicklyactivate the menu in Excel.

    Make sure to select All Controls to movebetween 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 Mac1)

    Under the Hardwaresection, select Keyboard & Mouse

    2) Go to the KeyboardShortcuts tab

    Check the dialog box to Move focus to the menu bar and

    All controls

    2

    This is a default setting and will notimpact the Mac OS experience otherthan giving the user the ability to

    access the menu with keystrokes inany application.

    Impact of Change

  • 8/12/2019 Mac Setup Guide v12.2.3

    15/24

    1999-2012 Training The Street, Inc.

    All rights reserved.

    The Alternative to the Alt Key

    15

    Configure Ctrl+F2 to act the same as pressingAlt once in excel. You will be able to quicklyactivate the menu in Excel.

    Make sure to select All Controls to movebetween 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 Mac1)

    Under the Hardwaresection, select Keyboard

    2) Go to the Keyboard & Text Input in KeyboardShortcuts tab

    Check the dialog box to Move focus to the menu bar andAll

    controls

    2

    This is a default setting and will notimpact the Mac OS experience otherthan giving the user the ability to

    access the menu with keystrokes inany application.

    Impact of Change

    Lion

    Leopard

    Snow Leopard

    Mac OS X Version

    1

  • 8/12/2019 Mac Setup Guide v12.2.3

    16/24

  • 8/12/2019 Mac Setup Guide v12.2.3

    17/24

    1999-2012 Training The Street, Inc.

    All rights reserved.

    Go into System Preferences on the Mac1)

    Under the Hardwaresection, select Keyboard

    2) Go to the Spotlightsection in the KeyboardShortcuts tab

    Deselect dialog box to Show Spotlight search field

    Disabling Spotlight Search Field

    17

    Deactivate Ctrl+spacebar as aSpotlight search field to matchWindows functionality for highlight

    a column in Excel

    TTS Recommendation

    Ctrl+spacebar will no longer activatethe 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

  • 8/12/2019 Mac Setup Guide v12.2.3

    18/24

    1999-2012 Training The Street, Inc.

    All rights reserved.

    Go into System Preferences on the Mac1)

    Under the Personalsection, select Expos & Spaces

    2) Go to the Spaces tab

    Disable or reassign the shortcuts

    Disabling or reassigning theshortcuts for Spaces will allow youto match the functionality found in

    Windows Excel

    TTS Recommendation

    18

    Enabling F8 and Ctrl+arrows

    Shortcut keys for Spaces will bedisabled or changed

    Impact of Change

    Operating System

    Windows

    Native Mac

    Boot Camp

    Virtualizer

    Utility

    Lion

    Leopard

    SnowLeopard

    Mac OS X Version

    1

    2

  • 8/12/2019 Mac Setup Guide v12.2.3

    19/24

    1999-2012 Training The Street, Inc.

    All rights reserved.

    Go into System Preferences on the Mac1)

    Under the Personalsection, 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

    2

    Use Cmd+tab to switch betweenapplication once you have disabledthe shortcut keys for Expos

    Impact of Change

    In the very least disable or reassignAll windows: F9 in order to matchfunctionality found in Windows

    Excel for calculate

    Alternatively you can keep the

    setting and press Cmd+= tocalculate

    TTS Recommendation

  • 8/12/2019 Mac Setup Guide v12.2.3

    20/24

    1999-2012 Training The Street, Inc.

    All rights reserved.

    Go into System Preferences on the Mac1)

    Under the Hardwaresection, select Keyboard

    2) Go to Mission Controlin the Keyboard Shortcuts tab

    Disable or reassign the shortcuts for F12 and Ctrl+arrows

    Disabling or reassigning theshortcuts for Mission Control willallow 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 willbe 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

  • 8/12/2019 Mac Setup Guide v12.2.3

    21/24

    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(-) toremove cell borders in Excel, makesure the Universal Access option for

    Zoom is not selected.

    TTS Recommendation

    Go into System Preferences on the Mac1)

    Under the Hardwaresection, select Keyboard & Mouse

    2) Go to the KeyboardShortcuts tab

    Deselect the dialog box to Zoom out

    2

    Default keystroke will not activateZoom Out

    Impact of Change

    1

  • 8/12/2019 Mac Setup Guide v12.2.3

    22/24

    1999-2012 Training The Street, Inc.

    All rights reserved.

    Enabling Cmd+Alt+Minus

    22

    In order to allow Cmd+Alt+minus(-) toremove cell borders in Excel, makesure 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 Mac1)

    Under the Hardwaresection, select Keyboard & Mouse

    2) Go to the KeyboardShortcuts tab

    Deselect the dialog box to Zoom out

    2

    Default keystroke will not activateZoom Out

    Impact of Change

    1

  • 8/12/2019 Mac Setup Guide v12.2.3

    23/24

    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

  • 8/12/2019 Mac Setup Guide v12.2.3

    24/24

    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 arrowto 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 colorsmore quickly by using the up arrowto wrap around to the bottom.

    24