Category Archives: Marketing

Customer Cohorts and Product Sequence with orders data

Whether you work in B2B or B2C, getting a better understanding of customer or account transactions in sequence is core. Customer cohorts will show you how well you are doing acquiring new customers, but also do they conduct repeat business … Continue reading

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Easy Fuzzy Match on Names in Tableau with SQL

Finding duplicate entities at scale in large databases using only names coming from free text boxes is always a challenge in Marketing, common in B2C, often ignored in B2B. Let’s take a simple scenario: I have a very long list … Continue reading

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How to Import SFDC Recursive Hierarchies to Tableau

If you have dealt with hierarchies from Salesforce (SFDC), or from most normalized transactional systems, you have faced some challenges to use those hierarchies in Tableau. Those systems treat hierarchies as a recursive model, storing Parent to Child relationships in … Continue reading

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Classify records based on keywords in a text field

Have you ever been tasked to assign customers to a category based on a free form text field? This happens a lot in B2B marketing, using the Title that a prospect has input into a form. It can certainly be … Continue reading

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How to analyze easily Google Search Console data in Tableau

Whether you are deeply versed in the intricacies of SEO, or simply curious to optimize your web property’s organic search performance, you must likely are involved with the Google Search Console and its analytics. It is a very useful (and … Continue reading

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