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I would recommend to watch a few YouTube videos on excel dashboard design to get an idea what is possible. Then make a plan which charts/analyses you want to show and what kind of input functionalities you need.
Then just start
I was in the exact same situation. I searched through YouTube and came across this video. https://youtu.be/9p6tWCHbtPQ?si=WNXv3Hmg7JVH9b-G
https://youtu.be/2H7aOHKZ6PY?si=vby2D55FWnsDJhHd
Her voice is a bit annoying but she has a lot of really good Videos.
To add to what M1 said, think about what you’re trying to achieve. Determine metrics that will help to measure your progress. Create a drawing of what you want it to look like. Make it flexible enough to add data fields/functionality/charts/analysis in the future. Show some teammates your initial design to get their feedback. Once you’ve done all that, then determine what data fields you will need to create the charts/analysis. Try to name the fields names that will make sense later. You’ll be surprised about the difference of the data available versus what you need for your initial design. So make adjustments as necessary. Good Luck!
Also this one helped.
https://youtu.be/s0E2pmXQcPA?si=FH4rsEWICfrehD6-
Coach
If the question is about technicalities:
A dashboard is essentially a pipeline going from data acquisition to charting stuff.
For data acquisition it depends on the source you want to use: you can find several options in the menu data - connections. Power query can also be used especially if you need sophisticated processing of the data.
At the end of this first stage you end up with data in a tab as a table or several tables.
From these you will do some calculations of whatever you want to chart (KPIs, stats) using basic excel features (for ex pivot table if need be) and functions (stats, vlookup…)
Then you add the charts in a distinct tab pointing to the data / calculations you did.
And here you go you have a dashboard.
If the question is more about what to show in the dashboard then it’s something that comes from business side: ask them what they would ideally want to see, then data experts are here to translate this into data analytics / models.
The filter function is great for making dash boards. I also recently learned about pivot charts, which are handy and quick to learn (once you know charts and pivot tables).
Regarding demographics, are you familiar with excel’s ability to return certain geography demographics from cities and states- like population?