Category Archives: Marketing

How to compare your customers by visual cohort chart

Posted on 2018-05-03 by Frederic

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 →

Posted in Marketing, Performance, Sales, SFDC, Tableau | Tagged | Comments Off on How to compare your customers by visual cohort chart

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

Posted on 2018-01-03 by Frederic

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 →

Posted in Alteryx, Marketing, Performance, Redshift, Snowflake, SQL | Tagged , , | 2 Comments

Access and Process Leads Activity History with Marketo Bulk Extract APIs

Posted on 2017-07-18 by Frederic

Every business wants to find the perfect solution that will allow them to automate their content and marketing campaigns. It not only makes their life easier but also improves the results of any campaign that’s run. For analysts and executives … Continue reading →

Posted in Alteryx, Marketing, Tableau | Tagged , | 6 Comments

Automate custom Tableau email updates

Posted on 2016-10-04 by Frederic

Like it or not, looking at you Slack, email remains the preferred way to disseminate information in the workplace. Even applications that help businesses run smoothly use email as a form of communication and efficiency. For example, the Sharepoint alert … Continue reading →

Posted in Automation, Marketing, Sales, Tableau | Tagged , | Comments Off on Automate custom Tableau email updates

AND Filter or the Tableau Basket Analysis Conundrum

Posted on 2016-02-03 by Frederic

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