29.04.2023
I like the explanations. I've heard of churn analyses before but had never done one so this is good experience.
Customer Churn Analysis with SQL and Tableau
with
Elitsa Kaloyanova
We teach you how to work and analyze real data and gain insight into customer churn behavior in a subscription-based model. We also address the theory behind customer churn, retention rates, and customer flows and implement and analyze a customer churn report in Tableau.
3 hours 36 lessons
Start course
36 High Quality Lessons
9 Practical Tasks
3 Hours of Video
Certificate of Achievement
Course Overview
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.
Topics covered
Bar chartBubble chartCohort analysis tableCustomer churnDashboarddata analysisdata visualizationLine chartMapsMySQL queryOrder frequency tableTableau
What You'll Learn
We’ll create a churn analysis report using Tableau. You’ll gain valuable insight into customers’ behavior of the 365 subscribers and upskill your Tableau knowledge.
Data visualization
Tableau story
MySQL query
Gather insights from data
Propose strategies to improve business objectives
Curriculum
- Introduction to The Course Free1 Lesson 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 - Intro to the case study Free7 Lessons 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 FreeIntro to the business case FreeBasic Terminology - Net Revenue, Refunds, New vs Recurring Revenue FreeTypes of customers FreeBasic Terminology - Customer Churn and Customer Retention FreeDefining key questions for the customer churn analysis FreeCreating an outline of the dashboard Free - Data Preparation4 Lessons 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 accessQuery 1 - Net RevenueHow to export data from WorkbenchQuery 2 - User Resurrections and how to export data from Workbench - Creating a customer churn story in Tableau part I8 Lessons 43 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 RefundsCharts Formatting: Styling Tips for Business Dashboards in TableauCustomer Churn—Line Chart in TableauTelling a Story with Data: Create a Dashboard to Add to the Tableau StoryNew vs Recurring Revenue—Combination Charts in TableauRevenue by Country—Map Charts in TableauTop 10 Countries by Revenue—Tables in TableauChart Formatting and Creating the Dashboard in Tableau - Creating a customer churn story in Tableau part II6 Lessons 25 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 TableauUser Ressurections – Bar Chart in TableauBuilding the Tableau Dashboard - Page 5Annual Subscribers - Order Frequency Combination Chart in TableauAnnual Subscribers – Cohort Analysis Table in TableauBuilding the Tableau Dashboard – Page 6 - Dashboard Interpretation10 Lessons 51 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 RefundsDashboard Interpretation – Churn RatesDashboard Interpretation – New vs Recurring RevenueDashboard Interpretation – Maps and Revenue by Country – Top 10Dashboard Interpretation – Maps and Revenue by Country – Average Order Value (AOV)Dashboard Interpretation – User UpgradesDashboard Interpretation – User ResurrectionsDashboard Interpretation – Order Frequency Table and Cohort Analysis – Annual SubscriptionsDashboard Interpretation – Order Frequency Tables and Cohort Analysis – Monthly CustomersWhat more is out there?
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Customer Churn Analysis with SQL and Tableau
with Elitsa Kaloyanova