How to Perform Cohort Analysis in Tableau | Data Analysis Methods in Tableau

A monthly sales chart can never tell you whether the customers you won in January are still here in June. A cohort grid can. In this tutorial we turn a flat list of orders into a full retention analysis in Tableau using just four calculations, on BrightBrew — an invented coffee retailer with 35,000 orders and 4,000+ customers. What you'll learn: Cohort Month: a FIXED LOD that stamps every customer with the month they first bought Months Since First Order: a DATEDIFF that lets you compare new and old customers fairly Cohort Size and Retention Rate, and why the denominator matters Converting a measure to a dimension so it becomes an axis, not a total Why the cohort grid is triangular — and why that's correct, not a bug Reading retention: where customers really drop off Data Analysis Methods in Tableau is a series that takes one established analysis methodology per video and walks you through performing it end to end in Tableau — the method, the calculations, the pitfalls, and how to read the result. This episode: cohort analysis. Data note: BrightBrew is a synthetic dataset built for this series, so you can follow every step and get the same numbers. New to Tableau? Subscribe for weekly beginner tutorials on data visualization, dashboards, and analytics! Subscribe:    / @datacruise   Found this helpful? Like, comment, and share with someone learning Tableau! #Tableau #TableauTutorial #CohortAnalysis #CustomerRetention #DataVisualization #LODExpressions #TableauForBeginners #DataAnalysisMethods #LearnTableau #DataCruise #BusinessIntelligence