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 consume
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 for an energy company. You will analyze the data collected using the Excel skills that we have been cultivating in our course.
Please note that this is an individual assignment.
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). Here you will go through each column B to N in the provided spreadsheet and compute the frequency for each question, i.e. for the first column or column B you will count how many males and how many females responded to the survey. You will proceed to do so with each column.
- As a helpful hint, for categorical data use the countif or filter function to compute (i.e. gender, marital status, etc).
- Create a separate chart demonstrating the survey responses for each question (Column B to N). These charts will be based off your calculations for frequency in Instruction Sample charts may include pie charts, bar charts, column charts, and line charts.
- For the age question (Column D), compute the average, median, 25% percentile or quartile, 75% percentile or 3rd quartile, 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.
- For column M, the satisfaction of the rebate program, compute the average, median, minimum, and maximum values for customer rankings for respondents.
- Provide a detailed report in Microsoft Word enumerating your findings. Your analysis must contain the below details:
- Identify in your report appropriate charts and graphs showing the results. Make sure you have appropriate chart titles and data labels showing for each chart.
- 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 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 Word on Canvas.
- Please note that this is an individual effort. Make sure that your work is original and not shared. We will use Turnitin to verify any incidents of cheating. Any submission greater than a score of 40 on Turnitin will automatically receive a zero on this assignment and be subject to academic sanctions.
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, K, & M calculations (12 points, 0.75 point per calculation)
- Report & Discussion (Findings – 30 points, Recommendations – 38 points) (68 points)
Total Points: 110
Sheet1
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 the programs to a friend/family member? | How likely would you be to participate in another program? | Without the 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? | How would you prefer to receive your rebate? |
551 | Female | Married | 59 | $100,000 to $124,999 | Bachelor degree | Own | Contractor | 9 | 10 | 6 | Neither favorable nor unfavorable | 4 | Check |
552 | Female | Widowed | 75 | $25,000 to $49,999 | Some college but no degree | Own | Family Member | 7 | 6 | 8 | Favorable | 1 | Check |
553 | Male | Married | 37 | $25,000 to $49,999 | Bachelor degree | Own | Friend | 2 | 1 | 10 | Unfavorable | 1 | Check |
554 | Male | Married | 38 | $125,000 to $249,999 | Bachelor degree | Own | Other (please specify) | 8 | 8 | 5 | Favorable | 5 | Check |
555 | Female | Married | 52 | $25,000 to $49,999 | High school degree or equivalent (e.g., GED) | Own | Contractor | 10 | 10 | 10 | Favorable | 4 | Check |
556 | Male | Married | 48 | $50,000 to $74,999 | Graduate degree | Own | Advertisement | 10 | 10 | 1 | Favorable | 3 | Check |
557 | Male | Married | 74 | $100,000 to $124,999 | Graduate degree | Own | Family Member | 10 | 10 | 7 | Favorable | 4 | Check |
558 | Male | Married | 65 | $50,000 to $74,999 | Associate degree | Own | Family Member | 9 | 8 | 5 | Very Favorable | 5 | Check |
559 | Female | Married | 38 | $100,000 to $124,999 | Graduate degree | Own | Advertisement | 10 | 10 | 1 | Very Favorable | 6 | Check |
560 | Female | Divorced | 65 | $25,000 to $49,999 | High school degree or equivalent (e.g., GED) | Own | Family Member | 10 | 5 | 2 | Favorable | 6 | Check |
561 | Male | Married | 66 | $50,000 to $74,999 | Associate degree | Own | Other (please specify) | 10 | 10 | 2 | Very Favorable | 7 | Check |
562 | Male | Married | 66 | $25,000 to $49,999 | Graduate degree | Own | Advertisement | 9 | 7 | 2 | Very Favorable | 5 | Check |
563 | Male | Married | 30 | $75,000 to $99,999 | Doctorate Degree | Own | Friend | 8 | 9 | 3 | Favorable | 3 | Check |
564 | Female | Married | 76 | Prefer not to answer | Some college but no degree | Own | Family Member | 9 | 7 | 3 | Very Favorable | 7 | Check |
565 | Female | Married | 29 | $50,000 to $74,999 | Bachelor degree | Own | Other (please specify) | 10 | 10 | 6 | Very Favorable | 6 | Check |
566 | Male | Married | 51 | $50,000 to $74,999 | High school degree or equivalent (e.g., GED) | Own | Advertisement | 10 | 10 | 5 | Favorable | 3 | Check |
567 | Male | Married | 61 | $125,000 to $249,999 | Graduate degree | Own | Friend | 2 | 2 | 10 | Very Unfavorable | 1 | Check |
568 | Male | Married | 55 | $100,000 to $124,999 | Some college but no degree | Own | Participated in a different rebate program | 10 | 10 | 10 | Somewhat Favorable | 1 | Check |
569 | Female | Married | 30 | $75,000 to $99,999 | Graduate degree | Own | Advertisement | 10 | 5 | 3 | Somewhat Favorable | 1 | Check |
570 | Male | Married | 43 | $50,000 to $74,999 | Some college but no degree | Own | Contractor | 10 | 10 | 5 | Favorable | 4 | Check |
571 | Male | Married | 64 | $50,000 to $74,999 | Bachelor degree | Own | Other (please specify) | 6 | 6 | 8 | Favorable | 6 | Check |
572 | Female | Married | 61 | $75,000 to $99,999 | Bachelor degree | Own | Bill Insert | 8 | 8 | 1 | Favorable | 4 | Check |
573 | Male | Married | 69 | $50,000 to $74,999 | High school degree or equivalent (e.g., GED) | Own | Family Member | 7 | 7 | 3 | Favorable | 2 | Check |
574 | Male | Married | 49 | $75,000 to $99,999 | Bachelor degree | Own | Other (please specify) | 7 | 8 | 2 | Favorable | 4 | Check |
575 | Female | Married | 53 | $50,000 to $74,999 | Associate degree | Own | Advertisement | 10 | 10 | 10 | Very Favorable | 4 | Check |
576 | Female | Single | 40 | Less than $25,000 | Some college but no degree | Own | Advertisement | 8 | 8 | 1 | Somewhat Favorable | 5 | Check |
577 | Male | Married | 32 | $75,000 to $99,999 | Graduate degree | Own | Advertisement | 6 | 7 | 2 | Somewhat Favorable | 1 | Check |
578 | Female | Married | 35 | $75,000 to $99,999 | Some college but no degree | Own | Advertisement | 10 | 10 | 8 | Favorable | 6 | Check |
579 | Male | Married | 47 | $250,000 + | Graduate degree%3
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