Create and populate a custom worksheet with imported data

[Phoenix58]

I am working on a spreadsheet to record my options trading activity. I have created a basic worksheet with some formulas and conditional formatting to calculate and display the desired data from each set of trade transactions (option exchange files report trade activity over various intervals.) At this point, I am manually importing the data from the exchange platform in their default format of CSV, then converting to conventional Excel worksheet format to use in my custom worksheet, and then clumsily copying/applying the formulas and conditional formatting manually to the new data set.

My objective is to create an Excel workbook that will import the data from the CSV file, automatically populate the associated fields in the dedicated worksheet correctly, and apply the formulas and conditional formatting to produce the desired output. I anticipate the workbook will consist of worksheet tabs for each trading day's activity (i.e., Monday through Friday).

Any tips, hints or suggestions are very much appreciated. Finally, is there a means to attach sample files in these threads? Thank you!

[#2]

@Phoenix58 

Any tips, hints or suggestions are very much appreciated. Finally, is there a means to attach sample files in these threads? Thank you!

If you're not seeing the way to attach files to these threads, that means you're too new to the forum. However, what you can do is post a file or set of files on OneDrive or GoogleDrive, and then paste a link here that grants full (edit) access to them.

I do have my own spreadsheet that tracks my options trades, and I import data from my brokerage as part of that process. But let's begin with what you already have, since it's a design that makes sense to you. So put your current sample on OneDrive or GoogleDrive and let's go from there. 

[#3]

@Phoenix58 

I highly recommend you look into using PowerQuery to import the data, and also highly recommend you NOT put each day into a separate tab!! Data analyses will be cumbersome, at best, in that format.

Your table should include a column with the date of the trading day, but all the data should be in the same table. With that base, you can use pivot tables and other built-in tools in Excel to present the data and analyses in just about any way, instead of being constrained to one-day-per-worksheet nightmares!