Marketing Analytics with R and Tableau Training Course

Marketing Analytics with R and Tableau Training Course

This comprehensive 10-day training course is designed to equip marketing professionals and analysts with the essential skills to perform data-driven decision-making using two industry-leading tools: R for advanced statistical analysis and modeling, and Tableau for powerful data visualization and dashboarding. Participants will move beyond basic reporting to master techniques for customer segmentation, predictive modeling, campaign optimization, and actionable storytelling, translating complex data into clear business strategies that drive marketing ROI.

The training will cover a progression of topics, starting with foundational concepts in marketing metrics and data preparation, transitioning to deep-dive sessions on R programming for statistical analysis, including customer segmentation, predictive churn modeling, and marketing mix analysis. The final modules will focus on leveraging Tableau to build interactive, professional-grade dashboards and reports for effective communication of analytical insights to stakeholders across the organization.


Who Should Attend the Training

  • Marketing Analysts
  • Business Intelligence Professionals
  • Data Scientists working in Marketing
  • Marketing Managers and Directors
  • Digital Marketing Specialists
  • Anyone interested in applying R and Tableau to solve marketing challenges

Objectives of the Training

  • Master the fundamentals of R for efficient data manipulation, exploration, and statistical analysis within a marketing context.
  • Develop and apply advanced analytical models, including customer segmentation, churn prediction, and Marketing Mix Modeling.
  • Utilize Tableau to connect with various data sources, design effective visualizations, and build interactive marketing performance dashboards.
  • Translate complex analytical findings into clear, actionable business insights and compelling data stories for executive consumption.
  • Gain the confidence to implement an end-to-end marketing analytics process, from data extraction and cleaning to model deployment and visualization.

Personal Benefits

Acquire highly demanded, specialized skills in R programming and Tableau visualization.

Elevate career potential by becoming a data-driven marketing expert.

Improve efficiency in marketing reporting and analysis, reducing reliance on basic spreadsheet tools.

Gain the ability to independently conduct advanced predictive analytics.

  • Build a portfolio of practical analytical projects and dashboards.

Organizational Benefits

  • Improve the ROI of marketing campaigns through data-backed optimization and allocation decisions.
  • Increase customer retention by accurately predicting and addressing customer churn.
  • Enable faster, more informed strategic decision-making through clear, real-time performance dashboards.
  • Foster a data-driven culture within the marketing department.
  • Enhance competitive advantage by leveraging deep customer and market insights.

Training Methodology

  • Instructor-led presentations covering theoretical concepts and practical applications
  • Hands-on, guided exercises where participants write code in R and build visualizations in Tableau
  • Case study analysis applying learned techniques to real-world marketing datasets
  • Interactive group discussions and Q&A sessions to reinforce understanding
  • Practical session: Dedicated time for applying a specific skill to a marketing problem

Trainer Experience

Our trainers are seasoned professionals with over 10 years of experience in Data Science and Marketing Analytics. They hold advanced degrees in fields like Statistics or Computer Science and have extensive practical experience deploying analytical solutions using R, Python, and Tableau for Fortune 500 companies. They are expert educators skilled in translating complex technical concepts into accessible, business-focused learning modules, ensuring immediate applicability of the skills taught.


Quality Statement

We are committed to delivering the highest quality training experience. Our curriculum is continually updated to reflect the latest industry standards, tools, and best practices in Marketing Analytics. We provide post-training support and guarantee that participants will leave with immediately applicable, hands-on skills necessary to excel in their roles.


Tailor-made Courses

This course can be fully customized to meet the unique data, tool, and strategic needs of your organization. We can adapt the case studies, datasets, and module focus to align precisely with your marketing goals, ensuring maximum relevance and impact for your team.


 

Course Duration: 10 days

Training fee: USD 3000

Module 1: Foundations of Marketing Analytics

  • Key Marketing Metrics and KPIs: Defining metrics across the customer journey (Acquisition, Conversion, Retention).
  • Data Sources and Types: Understanding first, second, and third-party data; structured vs. unstructured.
  • The Marketing Analytics Process: From business question to insight and action.
  • Introduction to R and Tableau Ecosystems: High-level overview of their respective roles in the pipeline.
  • Practical session: Setting up the R and RStudio environment and loading initial marketing data.

Module 2: Introduction to R for Data Analysis

  • R Basics and Data Structures: Vectors, matrices, data frames, and lists.
  • Using RStudio: Interface, scripts, console, and project management.
  • Data Import and Export: Reading data from CSV, Excel, and databases into R.
  • Introduction to the Tidyverse: Understanding the dplyr and ggplot2 packages.
  • Practical session: Applying basic dplyr functions (select, filter, mutate) to a sales transaction dataset.

Module 3: Data Preparation and Visualization in R

  • Data Cleaning Techniques: Handling missing values, outliers, and data inconsistencies.
  • Data Transformation: Aggregation, joining (merging), and reshaping data using tidyr.
  • Exploratory Data Analysis (EDA) with ggplot2: Creating scatter plots, histograms, and box plots.
  • Customizing Visualizations: Adding titles, themes, and annotations for clarity.
  • Practical session: Building a detailed Customer Acquisition Channel performance chart using ggplot2.

Module 4: Descriptive Marketing Analytics

  • Measuring Central Tendency and Variability: Mean, Median, Mode, Standard Deviation in R.
  • Cohort Analysis: Tracking performance metrics of customer groups over time.
  • Funnel Analysis: Quantifying drop-off rates at different stages of the conversion path.
  • RFM (Recency, Frequency, Monetary) Analysis Fundamentals: Theoretical overview and segmentation logic.
  • Practical session: Calculating and visualizing conversion rates for a specific marketing funnel stage.

Module 5: Customer Segmentation and Clustering (R)

  • Introduction to Unsupervised Learning: When and why to use clustering in marketing.
  • Implementing K-Means Clustering: Choosing the optimal number of clusters (Elbow Method).
  • Interpreting and Profiling Clusters: Describing the characteristics of each customer segment.
  • Hierarchical Clustering: Understanding dendrograms and alternative clustering methods.
  • Practical session: Performing K-Means clustering on an RFM-derived dataset and interpreting the resulting customer segments.

Module 6: Predictive Modeling for Marketing (R)

  • Introduction to Supervised Learning: Regression and classification for marketing.
  • Logistic Regression for Churn Prediction: Building and evaluating a binary classification model.
  • Model Evaluation Metrics: Accuracy, Precision, Recall, F1-Score, and AUC.
  • Introduction to Decision Trees: Understanding model interpretation and feature importance.
  • Practical session: Developing a Logistic Regression model to predict customer churn based on usage data.

Module 7: Introduction to Tableau for Visualization

  • Tableau Interface and Workspace: Understanding sheets, dashboards, and stories.
  • Connecting to Data Sources: Connecting to files, databases, and servers (live vs. extract).
  • Pills and Shelves: Differentiating between dimensions and measures, and using columns/rows.
  • Basic Chart Types: Creating bar charts, line charts, and geo-maps in Tableau.
  • Practical session: Connecting Tableau to a processed R output file and creating a basic sales trend line chart.

Module 8: Connecting Data and Building Dashboards in Tableau

  • Data Joining and Blending in Tableau: Combining multiple data sources (e.g., sales and campaign data).
  • Calculated Fields: Creating custom metrics and dimensions within Tableau.
  • Creating Parameters and Filters: Enabling user interactivity in visualizations.
  • Dashboard Design Principles: Layout, flow, and visual best practices.
  • Practical session: Building a four-panel interactive dashboard displaying key campaign metrics (CTR, Conversion Rate, CPA).

Module 9: Marketing Mix Modeling (R)

  • MMM Fundamentals: Allocating marketing spend across channels to maximize ROI.
  • Simple Linear Regression: Modeling the relationship between spend and sales/conversions.
  • Handling Lagged Effects: Incorporating the delayed impact of advertising (adstock).
  • Model Diagnostics and Interpretation: Checking assumptions and deriving channel effectiveness.
  • Practical session: Running a multiple linear regression model in R to assess the contribution of different marketing channels to revenue.

Module 10: Web and Social Media Analytics (R)

  • Key Web Metrics: Understanding sessions, bounce rate, pages per session, and goal conversion.
  • API Connection Basics: Introduction to pulling data from Google Analytics or social platforms in R.
  • Text Mining Fundamentals: Tokenization and word frequency analysis of social media comments.
  • Sentiment Analysis Introduction: Using dictionaries or pre-trained models for brand monitoring.
  • Practical session: Analyzing a web analytics dataset in R to identify top exit pages and bottlenecks in the user journey.

Module 11: A/B Testing and Experimentation Analysis (R)

  • Experimental Design: Defining control and treatment groups, and setting up hypotheses.
  • Hypothesis Testing Fundamentals: p-values, significance levels, and Type I/II errors.
  • T-Tests and Z-Tests in R: Determining statistical significance between A/B groups.
  • Power Analysis: Calculating required sample size for reliable test results.
  • Practical session: Analyzing the results of a simulated email marketing A/B test using a T-test in R to determine the winning variation.

Module 12: Customer Lifetime Value (CLV) Analysis (R)

  • Defining and Calculating CLV: Understanding the components (retention, margin, cost of acquisition).
  • Historical vs. Predictive CLV: Differences and when to use each approach.
  • Simple Aggregated CLV Calculation in R: Basic formula implementation.
  • Introduction to Probabilistic Models (BG/NBD, Gamma-Gompertz): Overview of advanced CLV models.
  • Practical session: Calculating the historical CLV for various customer segments using R and comparing their values.

Module 13: Visualizing Campaign Performance in Tableau

  • Gantt Charts for Campaign Timelines: Visualizing multi-channel campaign scheduling.
  • Waterfall Charts for Budget Analysis: Showing spend allocation and consumption.
  • Using Reference Lines and Bands: Setting targets and identifying performance gaps.
  • Combining Multiple Metrics: Using dual-axis charts to show trend and volume simultaneously.
  • Practical session: Creating a sophisticated dual-axis chart in Tableau to visualize Cost-Per-Acquisition (CPA) trend alongside total conversions.

Module 14: Advanced Dashboarding Techniques in Tableau

  • Advanced Filtering and Actions: Using dashboard actions (Filter, Highlight, URL) for seamless navigation.
  • Level of Detail (LOD) Expressions: Understanding FIXED, INCLUDE, and EXCLUDE for advanced aggregations.
  • Creating Custom Shapes and Images: Enhancing the visual appeal of dashboards.
  • Story Points Feature: Curating a guided narrative presentation from the dashboard.
  • Practical session: Implementing LOD expressions to calculate the market share of products across different customer regions.

Module 15: Reporting and Storytelling with Data

  • Structuring the Narrative: Using the SCQA (Situation, Complication, Question, Answer) framework.
  • Designing for the Audience: Tailoring visualizations and language for executive vs. analyst viewers.
  • Highlighting the Insight: Using annotations and visual cues to draw attention to key findings.
  • The Power of Color: Strategic use of color to convey meaning and importance.
  • Practical session: Taking an existing Tableau dashboard and adding narrative elements and annotations to create a compelling data story.

Module 16: Market Basket Analysis and Recommendation Systems (R)

  • Association Rule Mining (Apriori Algorithm): Identifying products frequently bought together.
  • Metrics of Association Rules: Support, Confidence, and Lift interpretation.
  • Implementing Apriori in R: Using the arules package for pattern discovery.
  • Introduction to Simple Collaborative Filtering: Overview of item-based recommendations.
  • Practical session: Applying the Apriori algorithm in R to a transaction dataset to find strong product association rules.

Module 17: Geospatial Marketing Analysis

  • Geocoding Data: Converting addresses or locations into latitude and longitude coordinates.
  • Creating Basic Maps in R: Using ggplot2 or leaflet for simple geographical visualization.
  • Creating Filled Maps in Tableau: Visualizing metrics by region, state, or postal code.
  • Proximity Analysis: Identifying customer density and optimal store/ad placement locations.
  • Practical session: Building a filled map in Tableau to visualize customer density and average spend across different sales territories.

Module 18: Course Capstone Project and Next Steps

  • Project Definition: Working on an end-to-end marketing analytics problem (provided or self-selected).
  • Integrating R and Tableau: Executing the analysis in R and visualizing the final insights in Tableau.
  • Presentation Skills: Tips for delivering the final analytical findings to a business audience.
  • Learning Resources and Community: Next steps for continuous learning in R and Tableau.
  • Practical session: Presenting the capstone project analysis and dashboard to the class for peer review and feedback.

Requirements:

·       Participants should be reasonably proficient in English.

·       Applicants must live up to Armstrong Global Institute admission criteria.

Terms and Conditions

1. Discounts: Organizations sponsoring Four Participants will have the 5th attend Free

2. What is catered for by the Course Fees: Fees cater for all requirements for the training – Learning materials, Lunches, Teas, Snacks and Certification. All participants will additionally cater for their travel and accommodation expenses, visa application, insurance, and other personal expenses.

3. Certificate Awarded: Participants are awarded Certificates of Participation at the end of the training.

4. The program content shown here is for guidance purposes only. Our continuous course improvement process may lead to changes in topics and course structure.

5. Approval of Course: Our Programs are NITA Approved. Participating organizations can therefore claim reimbursement on fees paid in accordance with NITA Rules.

Booking for Training

Simply send an email to the Training Officer on training@armstrongglobalinstitute.com and we will send you a registration form. We advise you to book early to avoid missing a seat to this training.

Or call us on +254720272325 / +254725012095 / +254724452588

Payment Options

We provide 3 payment options, choose one for your convenience, and kindly make payments at least 5 days before the Training start date to reserve your seat:

1. Groups of 5 People and Above – Cheque Payments to: Armstrong Global Training & Development Center Limited should be paid in advance, 5 days to the training.

2. Invoice: We can send a bill directly to you or your company.

3. Deposit directly into Bank Account (Account details provided upon request)

Cancellation Policy

1. Payment for all courses includes a registration fee, which is non-refundable, and equals 15% of the total sum of the course fee.

2. Participants may cancel attendance 14 days or more prior to the training commencement date.

3. No refunds will be made 14 days or less before the training commencement date. However, participants who are unable to attend may opt to attend a similar training course at a later date or send a substitute participant provided the participation criteria have been met.

Tailor Made Courses

This training course can also be customized for your institution upon request for a minimum of 5 participants. You can have it conducted at our Training Centre or at a convenient location. For further inquiries, please contact us on Tel: +254720272325 / +254725012095 / +254724452588 or Email training@armstrongglobalinstitute.com

Accommodation and Airport Transfer

Accommodation and Airport Transfer is arranged upon request and at extra cost. For reservations contact the Training Officer on Email: training@armstrongglobalinstitute.com or on Tel: +254720272325 / +254725012095 / +254724452588

Instructor-led Training Schedule

Course Dates Venue Fees Enroll
Apr 06 - Apr 17 2026 Zoom $2,500
May 04 - May 15 2026 Nairobi $3,000
Mar 16 - Mar 27 2026 Mombasa $3,000
Feb 02 - Feb 13 2026 Kisumu $3,000
Mar 16 - Mar 27 2026 Nakuru $3,000
May 04 - May 15 2026 Naivasha $3,000
Jun 08 - Jun 19 2026 Kigali $5,000
Jun 15 - Jun 26 2026 Kampala $5,000
Jun 08 - Jun 19 2026 Arusha $5,000
Apr 06 - Apr 17 2026 Johannesburg $7,500
Feb 02 - Feb 13 2026 Pretoria $7,500
Feb 16 - Feb 27 2026 Cape Town $7,500
May 04 - May 15 2026 Accra $7,500
Mar 02 - Mar 13 2026 Addis Ababa $7,500
Jun 01 - Jun 12 2026 Cairo $7,500
Jun 08 - Jun 19 2026 Marrakesh $7,500
Mar 09 - Mar 20 2026 Dubai $7,800
Apr 06 - Apr 17 2026 Riyadh $7,800
Apr 13 - Apr 24 2026 Doha $7,500
Jan 12 - Jan 23 2026 Tokyo $17,000
May 04 - May 15 2026 Seoul $17,000
Mar 09 - Mar 20 2026 Kuala Lumpur $17,000
Apr 20 - May 01 2026 London $12,000
May 11 - May 22 2026 Paris $12,000
May 04 - May 15 2026 Geneva $12,000
Apr 06 - Apr 17 2026 Berlin $12,000
Jan 19 - Jan 30 2026 Zurich $12,000
Feb 09 - Feb 13 2026 Brussels $12,000
May 18 - May 29 2026 New York $14,000
Mar 09 - Mar 20 2026 Los Angeles $14,000
Mar 16 - Mar 27 2026 Washington DC $14,000
Jul 06 - Jul 17 2026 Toronto $15,000
Nov 02 - Nov 13 2026 Vancouver $15,000

Self-Paced Online Course

Platform Price Access Duration Enroll
Online LMS $2,500 30 Days
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