Online Course
Customer Churn Analysis with SQL and Tableau

Name: Customer Churn Analysis with SQL and Tableau Course
Price: 36 USD

with Elitsa Kaloyanova

Gain first-hand data analyst experience: Use SQL and Tableau to tackle real-world business challenges

4.8

862 reviews on

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3,220 students already enrolled

Skill level:

Intermediate

Duration:

3 hours

Lessons (3 hours)

Practice exams (20 minutes)

CPE credits:

4.5

CPE stands for Continuing Professional Education and represents the mandatory credits a wide range of professionals must earn to maintain their licenses and stay current with regulations and best practices. One CPE credit typically equals 50 minutes of learning. For more details, visit NASBA's official website: www.nasbaregistry.org

Accredited

certificate

What you learn

Improve your SQL and Tableau proficiency by tackling real-world business data.
Perform churn analysis for a SaaS business and uncover revenue insights.
Create professional multi-page Tableau dashboards with polished formatting.
Identify customer churn metrics, lifetime value, and revenue breakdowns.
Add a unique project to your portfolio with professional data visualizations.

Topics & tools

TableauDashboardMySQL queryBar chartData VisualizationCustomer churnData AnalysisOrder frequency tableBubble chartCohort analysis tableLine chartMapsSQLDashboard ReportingBusiness SkillsSql

Your instructor

Elitsa Kaloyanova

Senior Data Scientist at 365 Data Science | Computational Biologist | Data Visualization Expert

Track record

Bringing real-world expertise from leading global companies

Academic background

Master's degree, Bioinformatics

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Course overview

Accredited certificates

Course OVERVIEW

Description

CPE Credits: 4.5 Field of Study: Specialized Knowledge
Delivery Method: QAS Self Study

Analyzing customer behavior based on data is becoming necessary for any business to understand its consumer base. In this course, you’ll learn how to define and analyze customer churn metrics, such as customer retention rate, customer re-subscription rate, customer lifetime value, and more. We’ll work with a real database, query it using MySQL, and create a Tableau dashboard based on the customer data. You’ll learn how to create maps and cohort tables, use Tableau filters, and more.

Prerequisites

Any SQL environment (such as SQLite, MySQL Workbench, or an online SQL editor).
Tableau Desktop or Tableau Public
Python (version 3.8 or later), pandas library, and a code editor or IDE (e.g., Jupyter Notebook, Spyder, or VS Code)

Advanced preparation

Curriculum

39 lessons 4 exercises 2 exams

1. Introduction to The Course

5 min

This section introduces the course, covering what you’ll learn. We also touch on the prerequisites for the course: SQL and Tableau fundamentals.

5 min

This section introduces the course, covering what you’ll learn. We also touch on the prerequisites for the course: SQL and Tableau fundamentals.

Introduction to the course Free
2. Intro to the case study

36 min

Here, we introduce the relevant metrics for our customer churn journey and define key questions to answer during our analysis. These questions hold the basis for creating the outline of our report—a customer churn story in Tableau, which we’ll sketch out at the end of the section.

36 min

Here, we introduce the relevant metrics for our customer churn journey and define key questions to answer during our analysis. These questions hold the basis for creating the outline of our report—a customer churn story in Tableau, which we’ll sketch out at the end of the section.

Motivation - Our Story Free

Intro to the business case Free

Exercise Free

Basic Terminology - Net Revenue, Refunds, New vs Recurring Revenue Free

Types of customers Free

Exercise Free

Basic Terminology - Customer Churn and Customer Retention Free

Exercise Free

Defining key questions for the customer churn analysis Free

Practice exam Free

Creating an outline of the dashboard Free
3. Data Preparation

28 min

In this section, we’ll dedicate time to MySQL and Workbench to better understand how to query real data from a database. We’ll focus on two key queries for the net revenue and resurrected users, and you’ll learn how to export data to a CSV file.

28 min

In this section, we’ll dedicate time to MySQL and Workbench to better understand how to query real data from a database. We’ll focus on two key queries for the net revenue and resurrected users, and you’ll learn how to export data to a CSV file.

Types of data access

Query 1 - Net Revenue

How to export data from Workbench

Query 2 - User Resurrections and how to export data from Workbench
4. Creating a customer churn story in Tableau part I

44 min

This is where we begin to build the dashboard in Tableau. Using the CSV files obtained from the database, we first create a net revenue and refunds bar chart, followed by a new vs recurring side-by-side bar and line combination chart. This section also features a map chart and the top 10 countries by revenue chart. We also perform chart styling and formatting, add filters, and build the story and points in Tableau.

44 min

This is where we begin to build the dashboard in Tableau. Using the CSV files obtained from the database, we first create a net revenue and refunds bar chart, followed by a new vs recurring side-by-side bar and line combination chart. This section also features a map chart and the top 10 countries by revenue chart. We also perform chart styling and formatting, add filters, and build the story and points in Tableau.

Bar Chart - Net Revenue and Refunds

Charts Formatting: Styling Tips for Business Dashboards in Tableau

Customer Churn—Line Chart in Tableau

Telling a Story with Data: Create a Dashboard to Add to the Tableau Story

Creating a date filter for page one of the report

New vs Recurring Revenue—Combination Charts in Tableau

Revenue by Country—Map Charts in Tableau

Top 10 Countries by Revenue—Tables in Tableau

Chart Formatting and Creating the Dashboard in Tableau
5. Creating a customer churn story in Tableau part II

27 min

In this section, we complete the rest of the dashboard. We create a bubble and bar chart of user resurrections, cohort analysis tables for the monthly and annual plan holders, and an order frequency chart of purchases. And we show how to add KPIs and images to your report.

27 min

In this section, we complete the rest of the dashboard. We create a bubble and bar chart of user resurrections, cohort analysis tables for the monthly and annual plan holders, and an order frequency chart of purchases. And we show how to add KPIs and images to your report.

User Ressurections - Bubble Chart in Tableau

User Ressurections – Bar Chart in Tableau

Assignment 2 – User Upgrades Bubble and Bar Chart

Building the Tableau Dashboard - Page 5

Annual Subscribers - Order Frequency Combination Chart in Tableau

Assignment 3 – Monthly subscribers

Annual Subscribers – Cohort Analysis Table in Tableau

Building the Tableau Dashboard – Page 6
6. Dashboard Interpretation

49 min

In this final section, we analyze the results of our customer churn analysis in Tableau. We address (among others) revenue, refunds, and churn rates and compare results to industry benchmark data. As a part of the discussion, we propose viable strategies to improve metrics and overall performance for the 365 business model. Many proposed methods can be applied and modified to fit various business settings.

49 min

In this final section, we analyze the results of our customer churn analysis in Tableau. We address (among others) revenue, refunds, and churn rates and compare results to industry benchmark data. As a part of the discussion, we propose viable strategies to improve metrics and overall performance for the 365 business model. Many proposed methods can be applied and modified to fit various business settings.

Dashboard Interpretation – Net Revenue and Refunds

Dashboard Interpretation – Churn Rates

Dashboard Interpretation – New vs Recurring Revenue

Dashboard Interpretation – Maps and Revenue by Country – Top 10

Dashboard Interpretation – Maps and Revenue by Country – Average Order Value (AOV)

Dashboard Interpretation – User Upgrades

Dashboard Interpretation – User Resurrections

Dashboard Interpretation – Order Frequency Table and Cohort Analysis – Annual Subscriptions

Dashboard Interpretation – Order Frequency Tables and Cohort Analysis – Monthly Customers

What more is out there?
7. Course exam

85 min

85 min

Course exam

Free lessons

1.1 Introduction to the course

5 min

2.1 Motivation - Our Story

5 min

2.2 Intro to the business case

3 min

2.3 Basic Terminology - Net Revenue, Refunds, New vs Recurring Revenue

3 min

2.4 Types of customers

4 min

2.5 Basic Terminology - Customer Churn and Customer Retention

7 min

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When I began my master’s program, I felt lost—statistical jargon was overwhelming, and Python and R seemed impossible. 365 Data Science changed that. The clear explanations, structured courses, and practical projects helped me build a solid foundation in statistics, programming, and SQL. I not only completed my degree but also advanced to a better role. 365 made complex topics approachable and gave me skills that boosted both my academic and professional growth.

Enamul K. B.

After 365: Accounting Manager | JFE Engineering Corporation

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