Reusable Excel Filters + Custom Lists = Your New Productivity Power Combo
Date:
Thursday,
November 13, 2025
November 13, 2025
Time:
10:00 AM PST | 01:00 PM EST
Duration:
60 Minutes
60 Minutes
Webinar Id:
22797
22797
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 professional and relaxed style reflects his thorough understanding of adult learning principles and is demonstrated through his diverse range of classroom, seminar, workshop and online delivery services and instructional materials.
With Microsoft Certifications, he has mastered over 2500 topics to advanced level in Artificial Intelligence, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio and Publisher.
Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.
Having trained over 40,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer.
With Microsoft Certifications, he has mastered over 2500 topics to advanced level in Artificial Intelligence, ChatGPT, DeepSeek, Excel, Access, Outlook, Project, PowerPoint, Word, Visio and Publisher.
Ray has qualifications in Frontline Management, Accounting, Training, and Assessment and is certified in Six Sigma business improvement methodology.
Having trained over 40,000 students, business owners and executives since 1990 and authored a wide range of training and procedural documentation, complex reports and engaging internet content, Ray has demonstrated strong ability in key communication styles and knowledge transfer.