How to Calculate Customer Churn Rate?

bank blur business buy

Calculating customer churn rate in Tableau Desktop is a straightforward process that can provide valuable insights into the health of a business. Churn rate is the percentage of customers who have stopped doing business with a company over a given period of time. Understanding this metric can help a business identify areas where they are losing customers and take steps to improve retention.

Keep on Reading: Tableau Data Analyst Certification Questions »

Tableau Calculate Customer Churn Rate
Tableau Calculate Customer Churn Rate

Desktop Specialist

Learn more about Desktop Specialist Certification.

Data Analyst

Learn more about the Data Analyst Certification.

Server Certified

Learn more about the Tableau Server Certification.

Ready to contribute to the Tableau community? Get $30 for sharing your work and certification experiences. Write and get paid for every article. Learn more »

To calculate churn rate in Tableau Desktop, follow these steps:

  1. Connect to your data source. This could be a database, spreadsheet, or other data source that contains information on your customers and their transactions.
  2. Create a calculated field to identify customers who have churned. This can be done by creating a formula that compares the date of a customer’s last transaction to a specific date or time period. For example, a formula that compares the date of a customer’s last transaction to the current date can be used to identify customers who have not made a purchase in the last month.
  3. Create a second calculated field to identify the total number of customers. This can be done by counting the number of unique customers in your data source.
  4. Create a third calculated field to calculate the churn rate. This can be done by dividing the number of customers who have churned by the total number of customers. The result will be a decimal value that can be multiplied by 100 to express the churn rate as a percentage.
  5. Create a visualization to display the churn rate. This could be a bar chart, line chart, or other visualization that makes it easy to see the churn rate over time.
  6. Use the filter and group function to break down the data by different dimensions such as customer segment, product, time frame etc.

By following these steps, you can quickly and easily calculate customer churn rate in Tableau Desktop and gain valuable insights into the health of your business. By understanding where customers are leaving, you can take steps to improve retention and grow your customer base.

Keep reading: Tableau Desktop Specialist Certification Questions »

Loading RSS Feed

Note: The steps provided above are a basic guide on how to calculate customer churn rate in Tableau Desktop. Depending on the complexity of your data and the business question you are trying to answer, additional steps and considerations may be required.


Get our Most Popular Downloads

Download the most popular scenario-based Tableau Workbooks in .twbx format. Used by thousands of Tableau developers and job aspirants every day to improve and fine-tune their CV and Tableau Public profile. Join the largest Tableau Experts Social Group.

Tableau Banking and Financial Dataset Analysis Download
Banking & Financial Dataset Analysis

Financial Domain Tableau Dataset and Analysis. The most important domain in today’s industry. Analyze Key Performance Indicators. Discover Risky and Fraudulent Outliers. Download the Tableau Packaged (.twbx) Workbook. Includes a complete Financial dataset analysis. Enhance your Data Analytics experience with our skilled analysis.

Tableau Healthcare and Hospital Dataset Analysis Download
Healthcare & Hospital Dataset Analysis

Hospital and Healthcare Domain Tableau Dataset and Analysis. A key field of study with millions of lives at stake. The most sensitive industry today. Download the Tableau Packaged (.twbx) Workbook. Understand how healthcare datasets work. Includes a complete Healthcare dataset with analytical charts. Explore Tableau interactive features with this download.

Tableau Insurance Dataset Analysis Download
Insurance Dataset Analysis

Insurance Domain Tableau Dataset and Analysis. Important domain specific metrics and data. Learn how to visualize important metrics. Show outliers and insightful data points. Download the Tableau Packaged (.twbx) Workbook. Includes comprehensive analysis of Insurance data of a large sample population. Uses industry standard analytical practices.

Tableau Practice Test

The best Tableau practice exams built. Period. Explore definitive practical problems created by brilliant Tableau experts.

Get in Touch

Contact Us
Write for Us

Published by Rahul Bhattacharya

Rahul is a journalist with expertise in researching a variety of topics and writing engaging contents. He is also a data analyst and an expert in visualizing business scenarios using data science. Rahul is skilled in a number of programming languages and data analysis tools. When he is not busy writing, Rahul can be found somewhere in the Appalachian trails or in an ethnic restaurant in Chicago.

Leave a Reply