Reusable Excel Filters + Custom Lists = Your New Productivity Power Combo

Ray Evans
Instructor:
Ray Evans 
Thursday
November 13, 2025
10:00 AM PST | 01:00 PM EST
Duration: 60 Minutes
Webinar ID: 76432
Price Details
Live Webinar
$149 One Attendee
$299 Corporate Live
Recorded Webinar
$199 One Attendee
$399 Corporate Recorded
Combo Offers
Live + Recorded
$299 $348 Live + Recorded
Corporate (Live + Recorded)
$599 $698 Corporate
(Live + Recorded)

Live: One Dial-in One Attendee

Corporate Live: Any number of participants

Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

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.

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