◆ Data & Lookups · drill · Spreadsheet Formulas & Data track
Look it up
MATCH hands INDEX a position, not a value — pin the table and one formula answers every name on the screen.
The pitch screen names three companies and one metric, and the peer table it reads from re-orders its metric columns every time the data room refreshes — so the metric has to be read off the header, not counted to. Pull each company’s number onto the screen, mark the pulls the way the house marks a linked cell, repair the deck strip read that came back off the wrong column, and box the panel before it goes out.
The shortcuts in this drill
Alt walks: tap Alt, release, then the letters in sequence — each key steps one ribbon menu. On a Mac, tap ⌥ and use the same letters (KeyTips, Excel 2024+).
Ctrl+D⌘D on macFill down from the cell above
Build the logic once in the top cell, select down, and stamp it — the standard way to fill a schedule.
Ctrl+C⌘C on macCopy
Copy starts almost every hand-off — grab a finished block once, then place it in the summary, the deck, or next quarter’s column.
Ctrl+V⌘V on macPaste
Plain paste brings everything: values, formulas, formats. Reach for Paste Special when you only want part of it.
Alt h b s⌥ h b s on macOutside borders
OUTSIDE border (S for outSide) — ONE frame around the selection’s perimeter, interior clean. The finished-table look; A is the grid of lines, S is the frame.
functions you'll type: INDEX() · MATCH()
The optimal line
the par-setting sequence, straight through:
G5 =INDEX($D$4:$D$11,MATCH(F5,$A$4:$A$11,0)) · select G5:G7 ctrl+d · alt h j → Link · copy G5 → paste G10 · F3:G7 alt h b s · ctrl+s
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