What is the process for this (roughly)

[uZoe]

Hi folks, I have a monthly reporting task that I wish to automate. Then end result will be say four / five tables and some charts associated.
I will be downloading a updated report in a .csv format, it is an output from another system and has columns of data associated with projects eg start date, end date, cost, funder, customer name, project title.
I'm hoping to do some charts that shows things like projects by customer area (count), sum of project value, resource commitment,
I am familiar with pivot tables and creating tables and charts.
what I am not familiar with is updating data in tables automatically and linking sources of data between sheets etc. I do not know what exactly I need to do. Happy to look up the process just looking for ideas on how to proceed please.
I have also looked at creating a user form.
What is the best approach please.
thank you Zoe

 

[AlanY]

have a look of this

 

[uZoe]

have a look of this

That was a good one, I didn't know about this function. I managed it sort of, very useful to know. Problem I have despite following a tutorial I have an error. My queries and connections column on the right hand side of the excel sheet is saying x amount of rows loaded, the number I expect, however there is no text / lines shown. Its imported the 'import file' to the main file but I can't combine the two they are on separate tabs the original and the new. I've followed the steps exactly as far as I can tell. My folder is on onedrive.

 

[uZoe]

got it I had a header with a different title on one sheet... thank you