Excel Data Analysis Workflow Setup

I have a raw CSV that needs to become a streamlined analysis workbook. The goal is to bring the data into Excel, shape it into a named table, and layer on the tools I use most—Advanced Filters, Conditional Formatting, and PivotTables—so I can slice, summarise, and visualise the information quickly.

Here’s the flow I want to see inside the final file:

• Import the CSV and convert it to a properly sized, named table.
• Build an Advanced Filter (criteria on a separate sheet) so I can isolate records by multiple fields.
• Apply a multi-level sort to any filtered view to keep results in logical order.
• Add conditional formatting that highlights key exceptions or trends; rules should be easy for me to adjust later.
• Demonstrate converting the table back to a range and running the Subtotal command once grouping is required.
• Create a PivotTable from the same dataset, show me how to change its data source when the list grows, and finish with a PivotChart that reflects the PivotTable’s view.

Deliverables
• One Excel workbook (365 / 2019 compatible) containing the completed table, range with subtotals, PivotTable, and PivotChart—all fully functional.
• Brief, in-file notes that point me to each feature so maintenance is straightforward.

I’ll confirm completion by updating the underlying data and checking that the filter, conditional formatting, subtotals, PivotTable, and PivotChart refresh without errors. Sample data is ready to share as soon as we begin, and I’m happy to answer any quick questions along the way.