#Tableau - Calculate Customer Retention & Cohort Analysis

Wow, this is incredibly intuitive! ❤

дядя ты крутой! спасибо!

Very helpful video on Cohort analysis

In terms of an employee retention cohort chart. I would like to do difference between hire date and termination date for the elapsed months. It does the calc correct for the ones who have termination dates but doesn’t display the months that don’t have any terminations. I’d like to show all months across the top regardless of if they have a termination. Any thoughts?

thank you. super useful

How to change the date format of data update time... I don't want time with data refreshed date.?

Hey Andy, I understand the Retention Rate graph but I am getting lost on the point of the Elapsed Quarters Graph. What exactly is the graph is trying to relay? it seems the exact same as the retnetion graph except now the triangle is angled another way with the same results. the top header shows 1,2,3 etc instead of the Quarter names. Is that the only point of showing the retention graph as an elapsed graph?

Thanks a lot
One question: how to rename "Field Labels for Rows"? I can only hide them

Hi Andy,if I want to highlight the quarters when the customer make use the product by using another graph when I can select the single customer how should I implement that? I tried to add the customer as attribute but doesn't work

thank you so muchhh!

Hi how fill empty cells to 0 or relevant data using lookup

Perfect video, i loved

Very good lesson. Just one question: The line chart you created at the last, is it telling the cumulative retention rate or the average retention rate?

How can I do this using a running total retention? Meaning the number can only increase every elapsed quarter

Dear Andy. Thank you very much. But you have exact order date as information. How to do if I have several purchase by one customer in a different dates. How could I sort it as a first purchase date ?

how to show quarter labels instead of 0,1,2 ?

super helful

Thanks Andy, do you have a way of analyzing the cohort from the first day they started? In my instance, I'm using term (Education), so date difference wouldn't work here. The cohort's first term is their cohort name like 202008 which I'm trying to compare against 202108's first term. I'm thinking a partition might be necessary but wanted to reach out first.

Is there a resource somewhere that explains the why and what more for these types of calculations?

Hey Andy, I want to thank you for this super helpful video! Your instructions were very clear. I have an enhancement to the retention rate line graph that makes it more accurate by taking the average of the retention rates for each cohort at the given length of time from when they first purchased.

AVG(
{ FIXED [Customers First Purchase Quarter],[Elapsed Quarters]:
COUNTD([Email])
/
sum([Customers per First Quarter])}
)

Can we do this in looker studio

can you share the sample data to follow up

Thanks Andy. Really great easy to follow tutorial. So useful for marketing teams as well.

thakyou very helpful!

Can we change customer id if we dont have customer name?

Short, Clear, and Straight to the Point. Excellent.

Thankyou Andy, what if I want to add a new table at last of cohort table that explain the average of retention rate through out the year? Is it possible? If yes then how to make it? Thankyouuu

Andy, It help a lot. But why the screen zoom in and zoom out while recording those session. it put extra pressure while watching those videos

This is a masterpiece. Thanks!

As always, short and sweet. Praise from Atlanta, GA 👍👌. I had to watch it a few times to get the underlying concept of first and second FIXED. Always learn something watching you Viz

Andy! You are very helpful for me i have learnt lots of things to watching your videos. Now please give me some advice for the interview and tell me about the best company were i can join as an experience Data Analyst, Thanks

Thank you, Andy! You are a legend.

Amazing Sir

This one is great, thank you

HI... I have a question.
In filters (wildcard search) , we have to give certain constraint that the user needs to select a minimum of 3 to 4 chars/nums in the wildcard search. then only the related info needs to display in the dashboard.
Issue:- if the user enters 1 char also then the data is displaying and there will be large info.... starts with and ends with will not work out here because there will be multiple id's which starts with different numbers.

Great! Thank you Andy, Is there a tutorial on how to rename column, for example the Quarter of.... column.

Wow Andy, another magnificient lesson, so happy to learn with you. i am going to share this video on LinkedIn. Kind Regards from Costa Rica.

Hey Andy, thanks. Can you please create an example of churn rate per month for customers?

Excellent 👌 Like usual ... Very actionable. Many Thanks Andy !

Andy, can I PM you through our Tri team. I run a data and analytics function as part of my remit and I’d like to chat?

Very innovative. Thank you for this tip as always.

Happy Christmas.

This was great some nifty features I could leverage in my next build. Thanks, Andy!

Still remember how excited when I first learned how to do Cohort analysis in Tableau using LOD back then... It's insanely HELPFUL!
As someone who oversees several EC stores' BI analytics, Cohort & Retention analysis is one of the essential I run regularly... at the end of the day, it all comes down to RETENTION, RETENTION, RETENTION!