Dashboard Mode - Common LOD use cases (customer first purchase, cohorts)
Dashboard Goal
Understand customer behavior by identifying their first purchase date and grouping them into monthly cohorts to analyze retention and sales trends over time.
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Common LOD use cases (customer first purchase, cohorts) in Tableau - Dashboard Guide
Sample Data
| Customer ID | Order Date | Sales Amount |
|---|---|---|
| C001 | 2023-01-15 | 100 |
| C002 | 2023-01-20 | 150 |
| C001 | 2023-02-10 | 200 |
| C003 | 2023-02-15 | 300 |
| C002 | 2023-03-05 | 250 |
| C004 | 2023-03-20 | 400 |
| C005 | 2023-04-01 | 500 |
Dashboard Components
- KPI Card: Total Customers
Formula: COUNTD([Customer ID])
Result: 5 - KPI Card: Total Sales
Formula: SUM([Sales Amount])
Result: 1900 - Calculated Field: First Purchase Date per Customer (LOD)
Formula: { FIXED [Customer ID] : MIN([Order Date]) }
Description: Finds the earliest order date for each customer. - Calculated Field: Customer Cohort Month
Formula: DATETRUNC('month', [First Purchase Date per Customer])
Description: Groups customers by the month of their first purchase. - Bar Chart: Number of Customers by Cohort Month
Data: Count distinct customers grouped by Customer Cohort Month.
Purpose: Shows how many customers started in each month. - Line Chart: Monthly Sales by Cohort
Data: Sum of sales per month for each cohort group.
Purpose: Tracks sales trends over time for each cohort.
Dashboard Layout
+----------------------+----------------------+ | Total Customers (KPI) | Total Sales (KPI) | +----------------------+----------------------+ | | | Bar Chart: Customers by Cohort Month | | | +----------------------------------------------+ | | | Line Chart: Monthly Sales by Cohort | | | +----------------------------------------------+
Interactivity
A date filter allows selecting a range of order dates. When applied, all components update to show data only for orders within the selected date range. For example, selecting orders from 2023-02-01 to 2023-03-31 updates the KPIs and charts to reflect customers and sales in that period.
Hovering over bars or lines shows tooltips with exact counts or sales amounts.
Self Check
If you add a filter to show only customers with first purchase in February 2023, which components update?
- Total Customers KPI updates to count only customers who started in February.
- Bar Chart updates to show only the February cohort.
- Line Chart updates to show sales over time for the February cohort only.
- Total Sales KPI updates to sum sales from customers in the February cohort.
Key Result
Dashboard shows customer first purchase cohorts and their sales trends over time using LOD calculations in Tableau.