Customer Behavior Analysis with SQL and Tableau

Investigate customer engagement, onboarding, and retention on a subscription platform, compare free and paid users, and visualize engagement metrics with SQL and Tableau.

Define actionable questions for a customer behavior dashboard in Tableau, covering engaged students, onboarding rate, minutes watched, and free-to-paid conversions, and imagine outcomes to guide analysis.

Define engagement metrics: minutes watched, average minutes per student, and completion rate, addressing biases from course length and free content, explore exams, career tracks, and certificates for the dashboard.

Sketch a two-page dashboard for customer behavior analysis with sql and tableau, featuring kpis like engaged students, minutes watched, and certificates issued, plus bar, line, and donut charts.

Explore data collection and access options for customer behavior analytics, including APIs, web scraping, surveys, SQL databases, unstructured data, and static file imports in Tableau.

Create a local MySQL connection, load the provided SQL file to build the customer engagement database, explore tables like course info and student engagement, and prepare data for Tableau visualizations.

Learn to build a student engagement CSV from purchases data, deriving subscription end dates with SQL logic for monthly, quarterly, and annual plans, including refunds, to power Tableau dashboards.

Create a MySQL view from a stored query, forming a virtual table named purchases info, refresh the schemas panel, and query the view to support a future Tableau dashboard.

Left join student engagement with purchases info, compute a paid flag with case when, use max to determine paid status by engagement date, and save the result as a CSV.

Set up a Tableau dashboard with fixed size of 1366 by 768 pixels, learn to add sheets and objects via drag-and-drop, and review the dashboard pane for layout control.

Explore how Tableau dashboard objects, including horizontal and vertical containers, work with tiled and floating layouts, and how padding, borders, and colors enhance placement.

Transform the tabular analysis into a five-page Tableau dashboard by counting distinct engaged students and applying minimum and maximum engagement date parameters via a calculated field.

Create a horizontal bar chart of minutes watched per course, show top and bottom five courses with a dynamic switch, using rank unique and a top/bottom parameter.

Format the horizontal bar chart in Tableau by changing bar colors and fonts, removing grid lines. Add borders in rows and columns to finalize the visualization.

Create an interactive donut chart in Tableau to display course ratings from course ratings.csv, using dual-axis pie charts, percent of total, and an average rating label.

Create an overview dashboard in Tableau by setting a 1366x768 fixed canvas, using floating and horizontal containers, adding a logo, title, navigation buttons, key performance indicators, filters, and charts.

Add horizontal bar charts and a donut chart to the dashboard, configure text titles and containers, set filters and parameters, and manage sheets to build an interactive Tableau dashboard.

Apply professional design and formatting to the first dashboard page by adjusting borders, padding, and backgrounds, and remove redundant headers for clearer KPI and charts.

Create the second Tableau page showing two charts for engagement and onboarding, with daily and monthly views, and organize parameters and calculations into page-specific folders.

Create day-by-day and monthly bar views of engaged students in Tableau, using a month parameter to switch views and a daily view linked to engagement date data.

Create the second dashboard page for engagement and onboarding by duplicating the overview, configuring date filters, and arranging engagement and onboarding sheets; prepare month and year views.

Configure navigation buttons across daily and monthly dashboards, enabling dynamic titles with parameters and an active-page color cue, then link overview to engagement pages and cohort analysis with retention curves.

Learn how to perform cohort analysis with monthly onboarding cohorts, visualize retention curves, and compare free and paid student engagement over time in Tableau.

Learn to build a cohort table in Tableau, incorporating cohort and period fields to analyze retention by free vs paid students, using distinct counts and color coding.

Expand the cohort analysis into a retention curve by expressing period values as percentages of period zero using distinct counts of student IDs and a line chart with table calculation.

Create the third dashboard page by duplicating an existing layout, arranging cohort and retention charts with hover tooltips and cohort-based filters, and mapping cohorts to color for multiple retention curves.

Create a custom hover tooltip in Tableau that explains how to use and read the cohort and retention curves, and integrate it into the dashboard.

Create a horizontal bar chart in Tableau showing monthly exams attempted and the pass/fail fractions, with exam types filtered to practice, course, and career track.

Create two tableau bar charts: monthly certificates issued and a career track funnel, with filters by certificate type, to analyze enrollment, exam attempts, and completions.

build fourth dashboard page in Tableau by combining exam attempts, certificates issued, and career track funnel sheets into a horizontal container with two vertical containers for filters and navigation.

Build a combo chart showing total minutes watched per month as bars and minutes watched per student as a line, with a dual axis and a paid vs free filter.

Import student bucket and subscription data from csv files into Tableau, then build combo charts: one showing free-to-paid conversion by buckets, and another showing average paid days by bucket.

Analyze how engagement on the 365 learning platform rises from 100 to about 400 daily engaged users (Jan-Oct), with free and paying users overlapping, driven by free-day campaigns and marketing.

Analyze onboarding and retention by comparing onboarded vs registered students; show how gamification boosted onboarding to 70% after a mid-September launch, and examine free vs paying cohort retention.

Explore free-to-paid conversion rates based on minutes watched, especially in the first 60 minutes, using bucket analysis to link engagement to subscription decisions.

Analyze certificate issuance across course and career-track certificates, and interpret completion rates, delays, and engagement trends from the dashboard and track charts.

Explore ideas to enhance the customer behavior dashboard with additional KPIs, filters, and visualizations using SQL and Tableau to boost engagement and retention.