Reusable Excel Filters + Custom Lists = Your New Productivity Power Combo
Thursday
November
13
2025
Time: 10:00 AM PST | 01:00 PM EST
Duration: 60 Minutes
Webinar Id: 802269
Overview:
Unlock the Full Power of Excel's Data Tools.
In today's fast-moving financial world, professionals like you need to work smarter with data. Whether you're analyzing banking transactions, reconciling accounts, or tracking crypto movements on Binance, the ability to quickly filter, sort, and automate your Excel workflows is no longer optional - it's essential.
Join Excel specialist Ray for this power-packed session where you'll discover how to:
- Transform Raw Data into Actionable Insights
- Slice through large datasets with precision using custom filters for text, numbers, and dates
- Implement advanced filtering techniques that go far beyond basic AutoFilter
- Create reusable filter setups to save hours on repetitive tasks
- Become a Sorting Power User
- Master advanced sorting methods for perfectly organized financial reports
- Build and manage custom lists to standardize frequent sorts (e.g., department hierarchies, client tiers)
- Break Down Data Silos
- Seamlessly import and export data between Excel, Access, and Word
- Develop cross-platform workflows that eliminate manual copy-paste
- Why This Matters for You:
- Accountants: Isolate transactions faster and reduce reconciliation time
- Banking Pros: Quickly filter client portfolios by multiple criteria
- Crypto Traders: Efficiently analyze Binance transaction histories
- Bookkeepers: Automate repetitive data organization tasks
Perfect For: Financial analysts, accountants, auditors, bookkeepers, banking professionals, and crypto traders who regularly work with data in Excel.
"This isn't just another Excel webinar - it's your shortcut to professional-grade data mastery."
Why should you Attend:
Ray’s webinars replicate the in-person classroom experience and include a professional Learning Guide with practical hands-on exercise files, providing a superior learning and knowledge retention experience for attendees.
- Harness the full potential of your software investment
- Time-Efficient Power Learning with Focused Topics
- Practical Hands-On Skill Enhancement with High Retention
- Supporting Resources, Learning Guide and Practice Files
- Improved Productivity, Quality and Error Minimisation
- Up-to-Date Current Knowledge Transfer
- Professional Development Recognised for Career Advancement
- Interactive Experience Through Chat and Live Interaction
- Rapid Return on Investment
Areas Covered in the Session:
- Filter Data for a Specified Range
- Advanced Filter Setup Beyond the Basics
- Custom Filter for Text, Numbers, and Dates
- Save a Filter for Re-use
- Advanced Filtering Techniques
- Advanced Sorting Techniques
- Import and Export Data Between Excel, Access and Word
- Create and Manage Custom Lists
Who Will Benefit:
- Anyone using Artificial Intelligence and Microsoft Office from fields including Government, Business, Education, Accounting, Banking, Finance, Investment, Bookkeeping, Consulting, Tourism, Hospitality etc
Speaker Profile
Ray Evans blends a professional, easy-going style with a strong grasp of adult learning-shown in his broad mix of classroom, seminar, workshop, and live-online delivery, plus the practical materials that support them.
Backed by Microsoft certifications, he teaches more than 2,500 topics across Artificial Intelligence, Copilot, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
He also holds qualifications in Frontline Management, Accounting, Training and Assessment, and is certified in Six Sigma business-improvement methodology. Since 1990, Ray has trained over 40,000 students, business owners, and executives and authored extensive training and procedural documents, complex reports, and engaging web content-demonstrating strong communication skills and exceptional knowledge transfer.
To provide the best learning and knowledge retention experience for attendees, Ray’s unique and engaging webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques
Backed by Microsoft certifications, he teaches more than 2,500 topics across Artificial Intelligence, Copilot, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher.
He also holds qualifications in Frontline Management, Accounting, Training and Assessment, and is certified in Six Sigma business-improvement methodology. Since 1990, Ray has trained over 40,000 students, business owners, and executives and authored extensive training and procedural documents, complex reports, and engaging web content-demonstrating strong communication skills and exceptional knowledge transfer.
To provide the best learning and knowledge retention experience for attendees, Ray’s unique and engaging webinars replicate the in-person classroom experience and include:
A comprehensive step-by-step Learning Guide
Demonstrations and practical exercises
Exercise files; and
Productivity techniques