Prepare column names and consistent categories before loading a table. Try a chart that matches the relationship you want to explain, then inspect the mapped fields and labels for misleading encodings. Export a vector file for final typography or annotation, and keep the original data beside the finished graphic.
This is best suited to creating editable figures from prepared datasets. Before committing a larger project, account for these trade-offs: exported charts are not live dashboards; data preparation may need another tool.