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
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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:
- Open the Excel file Case Study.xlsx Download Case Study.xlsx.
- Calculate the frequencies for all the respondents for each question (column B to N).
- For categorical data, use the countif or filter function compute (i.e. gender, marital status, etc).
- 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.
- For the age question (Column D), compute the average, minimum, and maximum ages of respondents.
- 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.
- For column J, the likelihood to participate in another rebate program, compute the average, median, minimum, and maximum values for customer rankings for respondents.
- For column K, the likelihood of purchase without the rebate program, compute the average, median, minimum, and maximum values for customer rankings for respondents.
- Provide a detailed report in Microsoft PowerPoint or Microsoft Word enumerating your findings. Your analysis must contain the below details:
- 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?)
- 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?)
- 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.
- Submit your Excel file with the calculations for 1-7 of the instructions, and your report in PowerPoint or Word on Canvas.
- Please note that this is an individual effort and is not to be done in teams.
Rubric
- Frequency calculations (1 pt per question 13 points)
- Chart per question (13 questions)
- Age calculations (4 points one point per calculation)
- Columns I, J, and K calculations (12 points, one per calculation)
- Report & Discussion (Findings – 30 points, Recommendations – 38 points) (68 points)
Total Points: 110
Data
| 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 |