Creating the Tableau Story - Step by Step Guide

In the earlier segment, we created multiple visualizations on Tableau and then created dashboards out of them all. Suppose we want to present these plots to a senior leader; the best way to do so would be by creating a Tableau story as it makes the dashboards appear a lot more interactive. 

So, in the forthcoming video, you will learn how you can create a Tableau story. Let us go ahead and watch the video.

So, in the video, we created our Tableau story and are now ready to present it to our senior management. Moving on, in the next video, Favio will go over the entire Tableau story and discuss the key insights that we can gather from the different plots. Let us go ahead and watch the video.

So, in the video, Favio presented a short analysis of each dashboard that was created. Let us quickly revise them one by one:

• Average numerics by contract and internet 
  • People leaving the company have paid more money in general when they have a 2-year contract.
  • People who have a month-to-month contract are most likely to churn.
  • People who have used phone services and multiple lines tend to pay more in general, but we saw that these customers tend to leave the company if they have to pay higher monthly charges.
• Streaming services analysis by churn and contract
  • Customers subscribed to streaming movies and streaming TV were contributing more to revenue (high LTVs).
  • Many customers subscribed to these services left the company as they had to pay higher monthly charges. So, customers are more likely to leave the company if we try to increase the LTV by increasing the monthly charges. Hence, the company can decide to check the effect that increasing LTV has on churn and then take a decision.
• Contract pattern by charges and tenure
  • Having a 2-year contract is the best for having a high LTV and also for retaining the customers for as long as possible.
  • Customers with a month-to-month contract do not contribute much to LTV and are also more likely to churn.
• Payment method pattern by charges and tenure
  • We should encourage customers to make more automatic payments because such people generally have higher LTVs and stay with us longer.
• LTV by the most important services and by contract
  • We want to encourage customers to use 2-year contracts, internet services, phone services and multiple lines.

In the next segment, Favio will discuss the key takeaways from this case study, and we will also summarize this session.