Posts tagged retention

2019 Week 12: Customer Retention

My personal favorite Workout Wednesday challenges are those that come straight from the workplace, this is one of those weeks. Just recently I was asked to produce a very similar visualization, but with the affordance of my good friend Alteryx. For this challenge, all of the data prep has to be done in Tableau, without any alterations to the base data source. Enjoy!

Challenge

 

Click to view on Tableau Public

Concept

To get you started on the line chart, here is the concept of the visualization. If you were to single out customers who placed an order in any given week, what percentage of those same customers came back 1-week later, 4-weeks later, 12-weeks later?

Requirements

  • Dashboard Format: 900px by 500px
  • One sheet
  • 30px padding on all sides
  • No duplicating, scaffolding, or other data source alterations allowed… just Superstore data as it is packaged
  • Make sure that the x-axis always displays weeks 0-12, even if a week does not have any returning customers
  • Match formatting as close as possible, and tooltips exactly as pictured… teal color is #499894

Dataset

This week uses the superstore dataset for Tableau 2018.3.  You can get it here at data.world

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday2019 and tag @AnnUJackson, @LukeStanke, @lorna_eden, and @curtisharris_!

Track your progress

Also, don’t forget to track your progress using this Workout Wednesday form.

Attribute

When you publish your solution on Tableau Public make sure to take the time and include a link to the original inspiration.

Week 18: Customer Retention By Cohort and Quarter

If you’ve ever worked with web Google Analytics then you’ve probably seen the cohort analysis chart. To me its the coolest information provided. This week were back with an intermediate and jedi options. Both look basically the same but the jedi forces your thinking to a higher level!

 

Intermediate

Build a cohort analysis heat map that follows quarterly retention of customers.

click to view on Tableau Public
  • Dashboard size is 750 x 750; tiled; 1 sheet
  • Use the first order date to figure out the cohort of each customer.
  • Quarter 0 is quarter in which the first order occurred.
  • The percent is the percent of customers that had returned from the original total.
  • You DO NOT have to fill quarters with missing data.
  • Match color and formatting.

 

 

Jedi

Let’s enhance the intermediate requirements with a few additional details.

click to view on Tableau Public
  • Dashboard size is 750 x 750; tiled; 1 sheet
  • Use the first order date to figure out the cohort of each customer.
  • Quarter 0 is quarter in which the first order occurred.
  • The percent is the percent of customers that had returned from the original total.
  • Add labels for 0% for quarters where there was no customers retained.
  • Place the overall cohort average in the very top row – make sure the numbers match, too.
  • Match color and formatting.

 

Dataset

This week uses the superstore dataset.  You can get it here at data.world

 

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday and tag @AnnUJackson, @LukeStanke, and @RodyZakovich.  (Tag @VizWizBI too – he would REALLY love to see your work!)

 

Track your progress

Also, don’t forget to track your progress using this Workout Wednesday form.