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!
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])} )
Thanks for the video - super clear and helpful! I was wondering what should be done when cells show up as blanks because no users visited the app during that period?
This was super helpful! Wondering what you would suggest if we want to look at something like adherence levels over time instead of just retention over time?
@@vizwiz Hi Anthony, just wondering what subject matter I could buy a book on that would teach me the overview of concepts that this idea fits inside of. How can I learn more about these types of analyses?
Beautiful channel and I wish you the best in your life for spreading the knowledge in such a beautiful way, I just did not understand the elapsed quarters part, Could someone please explain?
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.
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 ?
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?
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
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
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?
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?
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.
This is probably overly specific, but you have different customers with the same name as evidenced by customers with the same name having different customer ID codes. To be truly accurate, wouldn't we than do the count distinct on customer ID instead of customer name?
@@vizwiz I only discovered that when I normalized the SuperStore excel file for use in Access. I make use of different customers having the same name when I am driving home the importance of a primary key. Only when my students mess up a query do that truly get what a primary does and why I went on and on about it. Different products also have the same product description as well.
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
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!
100%. It’s so so important.
Short, Clear, and Straight to the Point. Excellent.
Thanks for the feedback!
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])}
)
Great idea! Thanks for sharing!
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.
Thank you
Thanks for the video - super clear and helpful! I was wondering what should be done when cells show up as blanks because no users visited the app during that period?
Brilliant explanation. So easy to understand. Thank you.
This was super helpful! Wondering what you would suggest if we want to look at something like adherence levels over time instead of just retention over time?
Very helpful video on Cohort analysis
This was great some nifty features I could leverage in my next build. Thanks, Andy!
Glad it was helpful!
Thanks Andy. Really great easy to follow tutorial. So useful for marketing teams as well.
Glad it was helpful!
Excellent 👌 Like usual ... Very actionable. Many Thanks Andy !
Glad you enjoyed it
Thanks a lot
One question: how to rename "Field Labels for Rows"? I can only hide them
I don’t understand. Sorry.
Is there a resource somewhere that explains the why and what more for these types of calculations?
Which types of calculations? A particular function or an explanation of retention?
@@vizwiz Hi Anthony, just wondering what subject matter I could buy a book on that would teach me the overview of concepts that this idea fits inside of. How can I learn more about these types of analyses?
Thank you, Andy! You are a legend.
Thank you!
Great! Thank you Andy, Is there a tutorial on how to rename column, for example the Quarter of.... column.
You could create a custom date instead.
@@vizwiz will try that out, thank you
This works. Thanks
Wow, this is incredibly intuitive! ❤
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
To make it easier to see where to click.
Beautiful channel and I wish you the best in your life for spreading the knowledge in such a beautiful way, I just did not understand the elapsed quarters part, Could someone please explain?
It’s the number of quarters that have passed since the first quarter.
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.
I would covert 202008 into a date. Then it should work.
Great explanation! Keep them going!
Hey Andy, thanks. Can you please create an example of churn rate per month for customers?
I’m working on it. Hopefully for this week.
Here you go Simon! ua-cam.com/video/QsLs2WgIKjI/v-deo.html
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 ?
To do this type of analysis you have to use their first purchase.
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?
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
Very innovative. Thank you for this tip as always.
Happy Christmas.
Same to you!
Hi how fill empty cells to 0 or relevant data using lookup
How to change the date format of data update time... I don't want time with data refreshed date.?
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
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?
Can we do this in looker studio
I have no idea.
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?
Its cumulative retention rate
@@blueprint2adventure thank you
Can you please explain how to download the data? The website is unclear and dont see anywhere to downlaod the dataset from
how to show quarter labels instead of 0,1,2 ?
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.
I'm not sure of a way to work around this. I'd suggest posting it on the forums.
This is a masterpiece. Thanks!
You’re welcome!
How can I do this using a running total retention? Meaning the number can only increase every elapsed quarter
Why would to do that? Your retention won’t necessarily increase every quarter.
This is probably overly specific, but you have different customers with the same name as evidenced by customers with the same name having different customer ID codes. To be truly accurate, wouldn't we than do the count distinct on customer ID instead of customer name?
That’s correct. I didn’t realize there are duplicate names. They didn’t used to be.
@@vizwiz I only discovered that when I normalized the SuperStore excel file for use in Access. I make use of different customers having the same name when I am driving home the importance of a primary key. Only when my students mess up a query do that truly get what a primary does and why I went on and on about it. Different products also have the same product description as well.
дядя ты крутой! спасибо!
Can we change customer id if we dont have customer name?
Yes. It doesn't have to be customers either. You can calculate the retention rate for a product., for example.
This one is great, thank you
You’re welcome
can you share the sample data to follow up
It uses Superstore which comes with Tableau.
Perfect video, i loved
Thank you very much!
Amazing Sir
Many many thanks
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?
You can find me on LinkedIn 👍🏻
thank you. super useful
You are welcome
super helful
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
There are tons of discussions/articles on LinkedIn. Check them out. 👍🏻
thank you so muchhh!
thakyou very helpful!
You're welcome!
Short, Clear, and Straight to the Point. Excellent.