Tableau for Business Analytics and Marketing

Meet the instructors as they blend Tableau, analytics, and marketing to explore buyer personas, email marketing, and linking sales impacts to promotions.

Learn why marketing analytics matter and how Tableau communicates the return on investment for marketing, helping entrepreneurs, small businesses, and large companies maximize ROI.

Explore two tracks in this course—beginner and advanced Tableau users—to tailor your learning path, with Tableau 101 moved to the back for beginner learners.

Apply Tableau tips to boost return on investment: use a stacked bar chart for demographics, a heat map to time emails, and a promotional impact dashboard that blends data sources.

See how a student earned their first Tableau job by presenting a real email marketing dashboard, explaining KPI choices and critical success factors to solve customer objectives with Tableau.

Encourage early Udemy reviews and preview upcoming lectures to gauge fit. Invite feedback to address any issues before rating, highlighting the course's value for Tableau and marketing.

Define a buyer persona using data in Tableau to inform marketing decisions, build a demographics dashboard, and determine who to target for the environmental campaign.

Explore the demographic dashboard with key performance indicators such as total sales, average sale, and number of customers, plus interactive visuals for sales by category, gender and age, and state.

Discover how to leverage three data sources—sales data, demographic data, and psychographic data—to target marketing, optimize return on investment, and tailor campaigns to why customers buy.

Connect to the buyer persona case study data source in Tableau, explore sample retail data mirroring Google Analytics, and build a customer and sales demographic dashboard.

Create key performance indicators for the buyer persona demographic dashboard in Tableau, highlighting total sales, average sale, and number of customers to support quick, data-driven marketing decisions.

Create sales by category bar charts and sales by state geomaps to reveal pareto-driven handmade focus and regional trends, especially in North Carolina, with data cleaning and grouping.

Explore demographics visualization in Tableau by building a horizontal age and gender stacked bar chart, calculating percentage of total, and using it to target marketing audiences.

Assemble visualizations into an interactive Tableau dashboard with KPI, maps, and sales by category, plus age and gender filters, to enable quick marketing insights.

Explore how Tableau enables reporting infrastructure and ad hoc analysis for the environmental initiative, targeting customers who care about the environment using survey data.

Connect to the survey data source and format it for Tableau analysis by pivoting questions into a question-and-answer structure, enabling the demographics and psychographics dashboard.

Explore how to work with survey data in Tableau by pivoting questions and answers, creating bar and stacked bar visuals, and filtering to analyze environment-related responses.

Explore the email marketing dashboard and KPIs: total sent, open rate, unique clicks. Use timing insights from the heat map to boost open and click-through rate.

Connect to the email marketing data in Tableau, and build the first KPI indicators - total sent, open rate, total unique clicks, and click-through rate - using text tables and percentage formatting.

Build a treemap in Tableau to visualize percentage of total clicks by customer lists, using total unique clicks and click-through rate with labeling and a quick table calculation.

Learn to build a click through rate by email type visualization in Tableau, using campaign name grouping, color by email type, and a fixed axis for clear comparison.

Build an open rate by hour and day heatmap in Tableau to help the marketing manager optimize when to send emails, using weekday and hour, discrete time, and orange gradient.

Build an interactive email marketing dashboard by assembling KPIs and visualizations, apply filtering to open rate, clickthrough rate, and other metrics, and format a heatmap and treemap for clear insights.

Investigate why the master email list's click-through rate drops from 14 to 6 when drilled down on the marketing dashboard, and define the problem for improved campaign decisions.

Identify why the master email list has a low click-through rate by examining poor content and high bounce rate, using unsubscribe rate as a signal and cleaning the data.

Investigate bounce and unsubscribe rates for the master email list to diagnose low click-through rates, revealing content-fit issues and invalid addresses. Model and visualize these metrics in Tableau by converting to averages and percentages, creating bar charts by list, and outlining actionable fixes.

Build and explore the promotional impact dashboard in Tableau, linking total sales, a weekly line chart, and a promotional calendar to drill into peak promotions and effectiveness.

Explore the raw sales and promotional data for the promotional impact dashboard, connect to the two Excel tabs in Tableau, and build out the visualizations.

Explore how to build two visualizations in tableau for a promotional impact dashboard: a total sales KPI and 2017 sales by week, including formatting and branding.

Build a 2017 promotional timeline visualization in Tableau by mapping promotions to a timeline with color-coded lines, using an active measure, and preparing a dashboard with interactivity.

Combine sales and promotional data to build a fully interactive promotional impact dashboard in Tableau, align axes, adjust formatting, and add filters for exploring peak promotion performance.

Explore the basics of Tableau, including downloading Tableau Public vs Tableau Desktop, data connections, aggregation effects, and building visualizations and dashboards for real-world business analytics.

Download the free version of Tableau Public, open your browser, enter your email, and download; read and accept the license terms, then install Tableau Desktop Public on your computer.

Compare Tableau Desktop and Tableau Public, highlighting Desktop's robust data sources and sharing versus Public's free, publishable, limited data options, and how to save work and showcase dashboards for interviews.

Connect Tableau to the buyer persona data, choosing live or extract connections, and manage data types, pivots, and joins for demographics, psychographics, and sample retail data.

Explore dimensions and measures in Tableau, using the bucket analogy to compare sales across states and uncover trends in dashboards like customer lists and email types, boosting click-through rates.

Explore how the Show Me tab in Tableau selects visualizations based on your data, transforming a text table into charts such as bar charts, tree maps, or histograms.