Adapting Business Intelligence(BI) and Advanced Analytics for the Retail Industry to boost customer loyalty.

Download complete article on Customer Loyalty

Retail businesses can boost their customer loyalty by adapting bespoke marketing strategies that can be designed to create a personalized shopping experience for customers through insights from their data by leveraging Business Intelligence tools and Advanced Analytics.

Following are few insights from doc

• The cost of acquiring a new customer can cost an organization 7 times more than retaining an existing customer
• A 5% increase in customer retention results in a 25% to 100% increase in profitability
• 80% of your company's revenue will come from just 20% of your customers
• Probability of selling to an existing customer is 60 - 70%. The probability of selling to a new prospect is 5 - 20%
• Businesses only attribute 21% of customer churn to poor customer service while it actually is 70%. 
• This is also one of the major contributors to a decline in customer loyalty stats on any retailers chart.
• Companies that prioritize customer service, experience and other loyalty based initiatives generate 60% more revenue than their competition.
• 91% of customers who move over to a fellow retailer for their needs usually do not move back to their previous retailer. It is very important to retain customers as the fierce competition in the retail sector are always on their toes to acquire a new

Tableau 4 days Training / For Corporate Companies

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Tableau Classroom Training (4 Days)

Course Descriptions

Topics	Number of Days (Per day 6 hours)
Tableau Intro and Fundamentals	1 day
Tableau Advanced and Visual Analytics	1 day
Tableau More Advanced Topics and Views	1 day
Tableau Server Installation and Configuration	1 day

Tableau Intro and Fundamentals – Day 1

Audience: This course is designed for the beginner to intermediate-level Tableau user. It is for anyone who works with data – regardless of technical or analytical background. This course is designed to help you understand the important concepts and techniques used in Tableau to move from simple to complex visualizations and learn how to combine them in interactive dashboards.

Prerequisites: None

Course Topics:

Introduction and Overview

·          Why Tableau? Why Visualization?

·          Level Setting – Terminology

·          Getting Started – creating some powerful visualizations quickly

·          The Tableau Product Line

·          Things you should know about Tableau

Getting Started

·          Connecting to Data and introduction to data source concepts

       Working with data files versus database servers

·          Understanding the Tableau workspace

·          Dimensions and Measures

·          Using Show Me!

·          Tour of Shelves (How shelves and marks work)

·          Building Basic Views

·          Help Menu and Samples

·          Saving and Sharing your work

Concepts and Options when Connecting to Data

Overview of other connection options

·          Joining multiple tables

·          Data Blending

·          Copy and Paste

·          Data Extracts

·          Custom SQL

·          Publishing and Re-using Data Connections

Understand how to deal with data changes in your data source such as field addition,

deletion or name change.

Re-using and sharing data connections – the concept of meta data.

Working with multiple connections in the same workbook.

Analysis

Creating Views

·          Marks

·          Size and Transparency

·          Highlighting

·          Working with Dates

·          Date aggregations and date parts

·          Discrete versus Continuous

·          Dual Axis / Multiple Measures

·          Combo Charts with different mark types

·          Geographic Map

·          Page Trails

·          Heat Map

·          Density Chart

·          Scatter Plots

·          Pie Charts and Bar Charts

·          Small Multiples

·          Working with aggregate versus disaggregate data

·           Analyzing

·          Sorting & Grouping

·          Aliases

·          Filtering and Quick Filters

·          Cross-Tabs (Pivot Tables)

·          Totals and Subtotals

·          Drilling and Drill Through

·          Aggregation and Disaggregation

·          Percent of Total

·          Working with Statistics and Trendlines

Tableau Advanced and Visual Analytics – Day 2

Audience: This second day course is designed to provide you with the skills required to become a Tableau power user. The course is designed for the professional who has solid working experience with Tableau and wants to take it to the next level. You should have a deep understanding of all the fundamental concepts of building worksheets and dashboards, but may scratch your head when working with more complex issues.

Prerequisites: Tableau Fundamentals and/or equivalent

Getting Started with Calculated Fields

·          Working with String Functions

·           Basic Arithmetic Calculations

·           Date Math

·           Working with Totals

·           Custom Aggregations

·           Logic Statements

·          Sets Basics and Advanced

Formatting

·          Options in Formatting your Visualization

·           Working with Labels and Annotations

·           Effective Use of Titles and Captions

·           Introduction to Visual Best Practices

Working with Calculated Data and Statistics: In the Fundamentals Class, we were introduced to some basic calculations: basic string and arithmetic calculations and ratios and quick table calculations. In the Advanced class, we will extend those concepts to understand the intricacies of manipulating data within Tableau

A Quick Review of Basic Calculations

·          Arithmetic Calculations

·          String Manipulation

·          Date Calculations

·          Quick Table Calculations

·          Custom Aggregations

·          Custom Calculated Fields

·          Logic and Conditional Calculations

·          Conditional Filters

Advanced Table Calculations

·          Understanding Scope and Direction

·          Calculate on Results of Table Calculations

·          Complex Calculations

·          Difference From Average

·          Discrete Aggregations

·          Index to Ratios

Tableau More Advanced Tops and Views – Day 3

Working with Parameters In the Fundamentals class, we were introduced to parameters. How to create a parameter and use it in a calculation. In the Advanced class, we will go into more details on how we can use parameters to modify our title, create What-If analysis, etc

Parameter Basics and Advanced

·          Data types of parameters

·          Using parameters in calculated fields

·          Inputting parameter values and parameter control options

·          Advanced Usage of Parameters

·          Using parameters for titles, field selections, logic statements

Advanced Charts with Real Time Applications

·          Benford’s Law/ Left most digit

·          Bump Charts

·          Bullet Graphs

·          Water Fall Charts

·          Boxplots

·          Word Clouds, Bubble charts, Tree maps

·          Hstograms

·          Heatmaps

Building Interactive Dashboards

·          Combining multiple visualizations into a dashboard

·          Making your worksheet interactive by using actions and filters

·          An Introduction to Best Practices in Visualization

·          Quick Filters

·          Dashboard Objects

·          Filter Actions

·          Highlighting and Actions

·          Performance

·          Publish to Web

·          Zones

·          Guided Analytics

·          Cascading Filters

·          Highlighting

·          Quick filter Options

·          Select then See Visual

·          Self-Populating Dashboards

·          Shortcuts

·          URL Actions

Sharing Workbooks

·          Publish to Reader

·          Packaged Workbooks

·          Publish to Office

·          Publish to PDF

·          Publish to Tableau Server and Sharing over the Web

Tableau Server Essentials – Day 4

Audience: This course is designed as an overview for those who need to quickly learn the

basics of administering a standard, out-of-the-box installation of Tableau Server. The course is

also appropriate for those considering a deployment of Tableau Server, but who would like to

learn more about the product prior to making a final decision. This course is primarily designed

for IT professionals or technically savvy staff who will be responsible for the installation,

administration, and maintenance of Tableau Server. Many of the concepts are covered from the

perspective of deployments that are not overly large or complex. Those interested in advanced

topics or detailed system integration of Tableau Server should consider the Tableau Server

Comprehensive course instead.

Prerequisites: None

Topics Covered:

·          Complete basic installation of Tableau Server

·          Find the minimum requirements for installing Tableau Server

·          List the (default) locations where Tableau Server files are installed

·          Explain the permissions necessary for setting up the “Run As” user account to run

Tableau Server

·          List the (default) ports Tableau Server requires and describe how default ports can be changed during installation

·          Explain the purpose of and manage product keys

·          Describe the functionality provided by Tableau Server and how it extends the power of Tableau Desktop to a broader audience

·          Describe how Tableau Server fits into the Tableau Product Suite and how the various products interact

·          Explain reasons for choosing Tableau Server

·          From an administrator’s perspective, describe how end-users interact with Tableau Server

·          Create a visualization in Tableau Desktop

·          Publish a visualization to Tableau Server

·          Include data extracts and schedule updates when publishing to Tableau Server

·          View and interact with visualizations published to Tableau Server

·          Utilize embed tags and URL parameters to include Tableau visualizations in webpages, portals, and applications

·          Describe the functions of each of the components of Tableau Server (gateway server, VizQL server, application server, data server, backgrounder, repository service, and extract host) and how they interact

·          Describe the levels of security in Tableau Server and define how they are used

·          List the options for authentication within Tableau Server and explain the benefits of each

·          Describe authorization and the flow of permissions within Tableau Server

·          Manage content permissions

·          Describe how database security works in Tableau Server

·          Manage users, groups, sites, and permissions in Tableau Server

·          Add, edit, and delete user accounts

·          License Tableau Server users

·          Assign and manage users’ permissions

·          Explain what content administrators do on Tableau Server

·          Add, edit, and delete groups in Tableau Server

·          Explain how multi-site installations of Tableau Server differ from single-site installations

·          Add and manage sites in Tableau Server

·          Describe content structures within Tableau Server

·          Create projects in Tableau Server

·          Assign workbooks to project on Tableau Server

·          Assign permissions to workbooks and data sources

·          Start and stop Tableau Server

·          Back up and clean up Tableau Server

·          Change configuration settings

Note: Complete soft copy of course material will be provided along with interview questions