This case study will grant you the opportunity to utilize your critical thinking and data analysis skills. In business, surveys are often a common way to gauge consumer sentiment. In the pro

 

This case study will grant you the opportunity to utilize your critical thinking and data analysis skills. In business, surveys are often a common way to gauge consumer sentiment. In the provided data set, you will analyze Excel data gathered from a customer satisfaction survey for those who completed a rebate program. You will analyze the data collected using the Excel skills that we have been cultivating in our course.

Instructions:

  1. Open the Excel file Case Study.xlsx Download Case Study.xlsx.
  2. Calculate the frequencies for all the respondents for each question (column B to N).
    1. For categorical data, use the countif or filter function compute (i.e. gender, marital status, etc).
  3. Create a separate chart demonstrating the survey responses for each question (Column B to N). Sample charts may include pie charts, bar charts, column charts, and line charts.
  4. For the age question (Column D), compute the average, minimum, and maximum ages of respondents.
  5. For column I, the likelihood to recommend the program to a friend, compute the average, median, minimum, and maximum values for customer rankings for respondents.
  6. For column J, the likelihood to participate in another rebate program, compute the average, median, minimum, and maximum values for customer rankings for respondents.
  7. For column K, the likelihood of purchase without the rebate program, compute the average, median, minimum, and maximum values for customer rankings for respondents.
  8. Provide a detailed report in Microsoft PowerPoint or Microsoft Word enumerating your findings. Your analysis must contain the below details:
    1. Identify in your report appropriate charts and graphs showing the results.
  • What conclusions can you draw from the existing rebate programs? (Example: Do you find any similarity in age groups or their educational background making any significant impact on their rebate usage?)
    1. How can the programs improve? (Is there a group that doesn’t show much interest in the program? Can you think of a way to grab their attention?)
    2. What recommendations do you have for the company offering rebates?

You should target this report to be around ten to twelve pages/slides with appropriate graphs. Please make sure that you are succinct in your report.

  1. Submit your Excel file with the calculations for 1-7 of the instructions, and your report in PowerPoint or Word on Canvas.
  2. Please note that this is an individual effort and is not to be done in teams.

Rubric

  1. Frequency calculations (1 pt per question 13 points)
  2. Chart per question (13 questions)
  3. Age calculations (4 points one point per calculation)
  4. Columns I, J, and K calculations (12 points, one per calculation)
  5. Report & Discussion (Findings – 30 points, Recommendations – 38 points) (68 points)

Total Points: 110

Data

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ID What is your gender? What is your marital status? What is your age? What is your approximate household income? What is the highest level of school you have completed or the highest degree you have received? Do you rent or own your home? How did you find out about the programs? How likely would you be to recommend this program to a friend/family member (on a scale of 1 to 10 being ten being the highest)? How likely would you be to participate in another rebate program (on a scale of 1 to 10 being ten being the highest)? Without the rebate program how likely would you have been to purchase the same appliance/window/insulation? How would you rate your overall experience with the Program? Please rate your satisfaction with the program on a scale of 1 to 7 with seven being the highest? How would you prefer to receive your rebate?
1 Female Single 41 $50,000 to $74,999 Bachelor degree Own Other 10 10 4 Very Favorable 5 Check
2 Male Married 39 $125,000 to $249,999 Graduate degree Own Other 8 10 8 Favorable 2 Prepaid Visa Gift Card
3 Male Single 71 $125,000 to $249,999 Doctorate Degree Own Contractor 10 10 1 Favorable 4 Check
4 Male Married 64 $75,000 to $99,999 Bachelor degree Own Participated in a different rebate program 5 7 10 Very Unfavorable 1 Check
5 Male Married 84 $25,000 to $49,999 Bachelor degree Own Advertisement 10 10 10 Very Favorable 5 Check
6 Male Married 43 $100,000 to $124,999 Bachelor degree Own Advertisement 9 9 7 Very Favorable 7 Check
7 Male Married 70 Prefer not to answer Graduate degree Own Contractor 9 8 8 Favorable 2 Check
8 Female Married 26 $75,000 to $99,999 Bachelor degree Own Contractor
9 Male Married 66 $75,000 to $99,999 Graduate degree Own Contractor 10 10 1 Very Favorable 4 Check
10 Male Married 63 $100,000 to $124,999 Doctorate Degree Own Contractor 10 10 9 Very Favorable 4 Check
11 Female Married 55 $75,000 to $99,999 Some college but no degree Own Public Service Announcement 10 10 8 Very Favorable 6 Check
12 Female Married 48 Prefer not to answer Bachelor degree Own Other 10 10 1 Very Favorable 7 Check
13 Male Married 65 $75,000 to $99,999 Some college but no degree Own Other 10 10 10 Favorable 3 Check
14 Female Divorced 52 $50,000 to $74,999 Bachelor degree Own Other 10 10 10 Very Favorable 7 Check
15 Male Married 65 $75,000 to $99,999 Doctorate Degree Own Participated in a different rebate program 10 8 10 Very Favorable 7 Check
16 Male Married 75 Prefer not to answer Graduate degree Own Contractor 10 10 10 Very Favorable 7 Check
17 Female Married 52 $100,000 to $124,999 Bachelor degree Own Family Member 10 10 8 Very Favorable 7 Check
18 Male Married 63 $100,000 to $124,999 Graduate degree Own Contractor 10 10 9 Very Favorable 6 Check
19 Male Married 62 $125,000 to $249,999 Doctorate Degree Own Contractor 10 9 7 Favorable 7 Check
20 Male Married 44 $50,000 to $74,999 Some college but no degree Own Contractor 9 9 8 Very Favorable 2 Check
21 Male Married 75 $50,000 to $74,999 Some college but no degree Own Contractor 10 10 10 Somewhat Favorable 3 Check
22 Female Married 32 $75,000 to $99,999 Bachelor degree Own Participated in a different rebate program 8 10 7 Favorable 5 Check
23 Male Married 33 Prefer not to answer High school degree or equivalent (e.g., GED) Own Advertisement 10 5 1 Very Favorable 5 Prepaid Visa Gift Card
24 Female Married 28 $25,000 to $49,999 Associate degree Own Contractor 5 7 6 Somewhat Favorable 4 Check
25 Female Single 55 $25,000 to $49,999 Bachelor degree Own Contractor 2 6 2 Favorable 6 Check
26 Male Married 31 $50,000 to $74,999 Graduate degree Own Contractor 9 9 7 Very Favorable 7 Check
27 Male Married 34 $75,000 to $99,999 Graduate degree Own Advertisement 10 10 10 Very Favorable 5 Check
28 Male Married 75 Prefer not to answer Some college but no degree Own Participated in a different rebate program 6 9 8 Favorable 5 Check
29 Female Married 30 $50,000 to $74,999 Bachelor degree Own Other 10 10 3 Favorable 3 Prepaid Visa Gift Card
30 Female Widowed 80 $25,000 to $49,999 Some college but no degree Own Other 10 10 10 Very Favorable 7 Check
31 Male Married 34 $50,000 to $74,999 Graduate degree Own Contractor 10 10 9 Very Favorable 6 Check
32 Male Married 32 $75,000 to $99,999 Graduate degree Own Contractor 8 6 4 Favorable 7 Check
33 Male Married 60 $50,000 to $74,999 Some college but no degree Own Contractor 8 8 8 Very Favorable 7 Check
34 Male Married 34 $50,000 to $74,999 Bachelor degree Own Contractor 10 10 7 Very Favorable 4 Check
35 Female Married 55 Prefer not to answer Graduate degree Own Event 10 10 9 Very Favorable 7 Check
36 Male Single 22 $25,000 to $49,999 Some college but no degree Rent Advertisement 10 10 10 Very Favorable 7 Check
37 Male Married 64 Prefer not to answer Some college but no degree Own Contractor 10 10 10 Very Favorable 7 Check
38 Male Married 66 $50,000 to $74,999 Graduate degree Own Contractor 10 9 1 Favorable 7 Check
39 Male Married 64 $75,000 to $99,999 Graduate degree Own Contractor 10 8 4 Favorable 6 Check
40 Male Married 55 $75,000 to $99,999 Associate degree Own Contractor 9 10 10 Very Favorable 4 Check
41 Male Married 30 $75,000 to $99,999 Graduate degree Own Participated in a different rebate program 9 9 1 Favorable 3 Check
42 Female Married 30 $75,000 to $99,999 Bachelor degree Own Other 10 10 7 Very Favorable 4 Check
43 Male Married 42 $50,000 to $74,999 Bachelor degree Own Advertisement 10 10 4 Favorable 2 Check
44 Female Married 41 $25,000 to $49,999 Bachelor degree Own Other 10 10 7 Very Favorable 5 Check
45 Male Married 67 Prefer not to answer Graduate degree Own Advertisement 10 10 7 Favorable 6 Check
46 Female Married 40 $25,000 to $49,999 Bachelor degree Own Contractor 10 10 7 Very Favorable 7 Check
47 Female Divorced 44 $100,000 to $124,999 Bachelor degree Own Contractor 10 10 6 Very Favorable 7 Check
48 Male Married 25 $75,000 to $99,999 Associate degree Own Advertisement 8 8 9 Very Favorable 5 Check
49 Male Married 66 $50,000 to $74,999 Some college but no degree Own Contractor 10 10 10 Very Favorable 7 Check
50 Male Married 43 $100,000 to $124,999 Associate degree Own Participated in a different rebate program 10