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Tableau 10.0 Best Practices by Jenny Zhang

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Cohort analysis

Before LOD calculation, doing cohort analysis was a pain since you needed to use custom SQL or other ways to create the customer start date if you did not have that date in the underlying data set, such as the Superstore data set. But with LOD calculation, we can easily create a calculation for the customer start date, and then do the cohort analysis.

I will walk you through two examples:

Example 1: How much revenue is generated by each cohort customer group?

  1. First, create a calculated field as follows for Customer Start Date:

    Cohort analysis

  2. Create a view as follows to get the revenue generated by each customer cohort based on the start date:

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