Inventory Data Excel Organization

I need help bringing a raw inventory CSV into a clean, well-structured Excel workbook that my team can expand and report on. The focus is solid data organisation first, with some light analysis tools added so anyone in the warehouse can slice the figures later.

Here’s what I’d like delivered:

• Import the supplied comma-separated file and convert it into a properly formatted Excel Table.
• Resize the table so all active rows and columns are included, then give it a clear, descriptive name that makes future formulas easy to read.
• Build an Advanced Filter that lets us pull subsets (e.g., by location or stock level) without copying the whole sheet around.
• Add a multi-level sort (think category → sub-category → SKU) so items appear in a logical order straight out of the filter.
• Apply conditional formatting only to the filtered results—red for low stock, amber for reorder level, green when we’re healthy.
• Once we’ve verified the layout, convert a copy of the table to a normal range so I have a static snapshot for archiving.
• Insert Subtotals by category or warehouse bay to give management a quick value roll-up.
• Create a PivotTable linked to the live table, then show me how to change its data source easily when next month’s file arrives.
• From that PivotTable, generate a PivotChart (column or bar is fine) that highlights total on-hand units per category.

If any step isn’t clear, feel free to ask—accuracy is more important than speed. When the workbook opens, I should be able to filter, sort and refresh without touching the raw data sheet.