Customer Churn Analysis with SQL and Tableau

with Elitsa Kaloyanova
4.8/5
(248)

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

3 hours of content 2573 students

$99.00

Lifetime access

Buy now
14-Day Money-Back Guarantee

What you get:

  • 3 hours of content
  • 4 Interactive exercises
  • 30 Downloadable resources
  • World-class instructor
  • Closed captions
  • Q&A support
  • Future course updates
  • Course exam
  • Certificate of achievement

Customer Churn Analysis with SQL and Tableau

$99.00

Lifetime access

Buy now
14-Day Money-Back Guarantee

What you get:

  • 3 hours of content
  • 4 Interactive exercises
  • 30 Downloadable resources
  • World-class instructor
  • Closed captions
  • Q&A support
  • Future course updates
  • Course exam
  • Certificate of achievement

$99.00

Lifetime access

Buy now

$99.00

Lifetime access

Buy now
14-Day Money-Back Guarantee

What you get:

  • 3 hours of content
  • 4 Interactive exercises
  • 30 Downloadable resources
  • World-class instructor
  • Closed captions
  • Q&A support
  • Future course updates
  • Course exam
  • Certificate of achievement

What You Learn

  • Improve your SQL and Tableau proficiency by tackling complex real-world business datasets
  • Perform churn analysis of a SaaS business and uncover insights that can boost revenue
  • Create professional and well-formatted multi-page Tableau dashboards
  • Develop sharp business acumen by using data to identify customer churn metrics, lifetime value, and revenue breakdowns
  • Take advantage of an excellent opportunity to add a unique project to your portfolio
  • Master data visualization by creating sophisticated and informative charts in Tableau

Top Choice of Leading Companies Worldwide

Industry leaders and professionals globally rely on this top-rated course to enhance their skills.

Course Description

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.

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Introduction to the course

1.1 Introduction to the course

5 min

Motivation - Our Story

2.1 Motivation - Our Story

5 min

Intro to the business case

2.2 Intro to the business case

3 min

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

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

3 min

Types of customers

2.4 Types of customers

4 min

Basic Terminology - Customer Churn and Customer Retention

2.5 Basic Terminology - Customer Churn and Customer Retention

7 min

Curriculum

  • 1. Introduction to The Course
    1 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
    5 min
  • 2. Intro to the case study
    7 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
    5 min
    Intro to the business case
    3 min
    Basic Terminology - Net Revenue, Refunds, New vs Recurring Revenue
    3 min
    Types of customers
    4 min
    Basic Terminology - Customer Churn and Customer Retention
    7 min
    Defining key questions for the customer churn analysis
    6 min
    Creating an outline of the dashboard
    8 min
  • 3. Data Preparation
    4 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 access
    8 min
    Query 1 - Net Revenue
    9 min
    How to export data from Workbench
    2 min
    Query 2 - User Resurrections and how to export data from Workbench
    9 min
  • 4. Creating a customer churn story in Tableau part I
    9 Lessons 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
    6 min
    Charts Formatting: Styling Tips for Business Dashboards in Tableau
    5 min
    Customer Churn—Line Chart in Tableau
    4 min
    Telling a Story with Data: Create a Dashboard to Add to the Tableau Story
    3 min
    Creating a date filter for page one of the report Read now
    1 min
    New vs Recurring Revenue—Combination Charts in Tableau
    10 min
    Revenue by Country—Map Charts in Tableau
    5 min
    Top 10 Countries by Revenue—Tables in Tableau
    8 min
    Chart Formatting and Creating the Dashboard in Tableau
    2 min
  • 5. Creating a customer churn story in Tableau part II
    8 Lessons 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
    4 min
    User Ressurections – Bar Chart in Tableau
    3 min
    Assignment 2 – User Upgrades Bubble and Bar Chart Read now
    1 min
    Building the Tableau Dashboard - Page 5
    4 min
    Annual Subscribers - Order Frequency Combination Chart in Tableau
    4 min
    Assignment 3 – Monthly subscribers Read now
    1 min
    Annual Subscribers – Cohort Analysis Table in Tableau
    7 min
    Building the Tableau Dashboard – Page 6
    3 min
  • 6. Dashboard Interpretation
    10 Lessons 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
    6 min
    Dashboard Interpretation – Churn Rates
    3 min
    Dashboard Interpretation – New vs Recurring Revenue
    7 min
    Dashboard Interpretation – Maps and Revenue by Country – Top 10
    6 min
    Dashboard Interpretation – Maps and Revenue by Country – Average Order Value (AOV)
    4 min
    Dashboard Interpretation – User Upgrades
    4 min
    Dashboard Interpretation – User Resurrections
    6 min
    Dashboard Interpretation – Order Frequency Table and Cohort Analysis – Annual Subscriptions
    6 min
    Dashboard Interpretation – Order Frequency Tables and Cohort Analysis – Monthly Customers
    4 min
    What more is out there?
    3 min

Topics

TableauDashboardMySQL queryBar chartdata visualizationCustomer churndata analysisOrder frequency tableBubble chartCohort analysis tableLine chartMapsSQL

Tools & Technologies

tableau
sql

Course Requirements

  • Highly recommended to take the SQL and Intro to Tableau courses first
  • You will need to install MySQL Workbench
  • You will need to install Tableau Public

Who Should Take This Course?

Level of difficulty: Intermediate

  • Aspiring data analysts
  • Current data analysts who want to improve their technical and business skills

Exams and Certification

A 365 Data Science Course Certificate is an excellent addition to your LinkedIn profile—demonstrating your expertise and willingness to go the extra mile to accomplish your goals.

Exams and certification

Meet Your Instructor

Elitsa Kaloyanova

Elitsa Kaloyanova

Senior Data Scientist at

7 Courses

3111 Reviews

50019 Students

Elitsa Kaloyanova is a Computational Biologist, with significant expertise in the fields of algorithms, data structures, phylogenetics, and population genetics. She has a solid academic background in Bioinformatics with publications on constructing Phylogenetic Networks and Trees. In 2021, she led 365’s effort to create practice exams and course exams for each course included in the program. Elitsa was able to successfully coordinate with several types of stakeholders and performed superior Quality Assurance.

What Our Learners Say

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