Category Archives: Marketing

How to compare your customers by visual cohort chart

When trying to get a better grip on the performance of a large number of customers (or accounts, or pupils for the matter), and¬† progression over time of their count, their revenue¬† or their conversion from one status to another, … Continue reading

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How to filter transactions by a calculated category using SQL Window Functions

Have you ever found yourself in a situation where you need to filter a set of transactions based on categories which need to be calculated from that same set? Let’s say you have a data set containing all the customer … Continue reading

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Access and Process Leads Activity History with Marketo Bulk Extract APIs

Marketo’s core expertise is Marketing Automation, a software category it pioneered along with Eloqua, Pardot, Hubspot, Adobe and now 208 additional vendors and counting. Marketo still holds a solid market share, especially on the West Coast, especially in Tech companies. … Continue reading

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Automate custom Tableau email updates

Like it or not, looking at you Slack, email remains the preferred way to disseminate information in the workplace. Volume is still growing, especially business emails volume growing at a cool steady annual rate of 7%. Is usage growing at … Continue reading

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AND Filter or the Tableau Basket Analysis Conundrum

A simple user inquiry sent me recently in a spin and got me to doubt my Tableau skills: “Show me all the Leads who have responded to Marketing Campaign 1 AND Marketing Campaign 2 within the month” I thought it … Continue reading

Posted in Marketing, Tableau | Tagged , | 4 Comments