3 Replies Latest reply on Jun 24, 2018 10:10 PM by Nikul Desai

    Calculate Customer Retention

    Orsh Bikkes

      Hi Everyone,

       

      I was tasked at work to create a bar chart that showcases customer retention at our free to attend trade shows.

       

      They wanted to display three segments:

      New: people who attended the event for the first time in the given year.

      Loyal: People who attended at least 3 years in a row.

      Lapsed: everyone else. even those who attended two years in a row. (I know, don't try to find an explanation...)

       

      I'm new to Tableau so I got some help with this. We used this thread (customers with purchases in consecutive periods ) to create the consecutive years calculation. Which seems to be correct when we put it in crosstab format but for the life of me I can't make it into a stacked bar chart that shows the different segments on one bar for each year.

       

      I would really-really appreciate of someone could tell why it doesn't work and more importantly how to make this work?

       

      Many thanks in advance,

      Orsh