Start with the business goal
Useful analysis begins with a clear business question. Before building charts, define the decision, the audience and the measures that actually matter.
Data should then be cleaned and validated. Duplicate records, inconsistent categories, missing values and incorrect dates can distort conclusions.
A dashboard should focus attention rather than display everything. A small set of meaningful KPIs, trends and exceptions is usually more valuable than dozens of charts.
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A practical next step
Document the current problem, the people affected, the desired outcome and any constraints. A clear starting point makes it easier to estimate effort and choose the right solution.