Cohort analysis patterns in Tableau - Interactive Code Practice

Practice - 5 Tasks

1fill in blank

easy

Complete the Tableau calculation to assign each customer to their cohort month based on their first purchase date.

Tableau

DATETRUNC('month', [1])

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A[First Purchase Date]

B[Order Date]

C[Transaction Date]

D[Signup Date]

Attempts:

3 left

💡 Hint

Common Mistakes

Using the transaction date instead of the first purchase date.

Using a date field unrelated to customer acquisition.

The cohort month is based on the customer's first purchase date, so we use First Purchase Date in the DATETRUNC function.

2fill in blank

medium

Complete the Tableau calculation to find the number of months since the cohort month for each transaction.

Tableau

DATEDIFF('month', [1], [Order Date])

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A[Cohort Month]

B[First Purchase Date]

C[Signup Date]

D[Transaction Date]

Attempts:

3 left

💡 Hint

Common Mistakes

Using the first purchase date directly instead of the cohort month.

Using the wrong date field for comparison.

We calculate months since cohort by comparing the Cohort Month to the current order date.

3fill in blank

hard

Fix the error in this cohort retention calculation to count distinct customers who made a purchase in the current month since their cohort.

Tableau

COUNTD(IF [1] = 0 THEN [Customer ID] END)

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A[Order Date]

B[Cohort Month]

C[Months Since Cohort]

D[First Purchase Date]

Attempts:

3 left

💡 Hint

Common Mistakes

Comparing the cohort month or order date directly to zero.

Using the wrong field that does not represent months since cohort.

The condition should check if Months Since Cohort equals zero to identify customers in their first month.

4fill in blank

hard

Fill both blanks to calculate the retention rate as the ratio of customers active in the current month to those in the cohort month.

Tableau

SUM(IF [1] >= 0 THEN 1 ELSE 0 END) / SUM(IF [2] = 0 THEN 1 ELSE 0 END)

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A[Months Since Cohort]

B[Order Date]

D[Cohort Month]

Attempts:

3 left

💡 Hint

Common Mistakes

Using different fields for numerator and denominator.

Mixing date fields instead of months since cohort.

Retention rate compares customers active from cohort month (months since cohort = 0) to those active in current or later months (months since cohort >= 0).

5fill in blank

hard

Fill all three blanks to create a cohort retention table calculation that resets at each cohort month and calculates retention percentage.

Tableau

IF FIRST() = 0 THEN WINDOW_SUM(SUM([[1]])) / WINDOW_SUM(SUM([[2]])) ELSE PREVIOUS_VALUE(1) END * [3]

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AActive Customers

BCohort Customers

C100

DMonths Since Cohort

Attempts:

3 left

💡 Hint

Common Mistakes

Using the wrong fields for numerator or denominator.

Forgetting to multiply by 100 for percentage.

This calculation divides active customers by cohort customers, resets at each cohort, and multiplies by 100 to get a percentage.