Emory University Excel Worksheet
Description
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The excel file õstomer data set)ncludes customer subscription data for a digital product company
which provides financial advisory services. This company offers an annual and monthly
subscription. Customer support services, including product-related questions and signup/cancellation-related queries, are provided via email and phone. This database includes the
following variables:
ustomer demographic – Gender and age of the customer
tart and end date of the subscription (to reduce the complexity of the calculations for you, we
selected Aug 16, 2022, as the end date of the current active customers)
ustomer support reach-out method mail or Phone
ype of service 3ign-up/cancellation or Support
roduct type !nnual or monthly
Use the tabular and graphical methods of descriptive statistics to help management develop a customer
profile and to evaluate the promotional campaign. At a minimum, your report should include the
following:
1- (10 points) Percentage frequency distribution (Table & Histogram chart) for key variables
a. Age (select bin width of 5 years)
b. Subscription duration (select bin width of 12 months)
Hint: Use the Histogram option in the Data Analysis ToolPack.
2- (16 points) Bar or Pie chart to show:
a. Gender of customers
b. Type of Service
c. Product Type
d. Customer support reach-out method
3- (8 points) For each product, plot the number of newly registered subscriptions (based on sign-up
date) since 2017.
4- (6 points) Cross tabulation of gender and customer service reach out method.
5- (6 points) Scatter diagram to explore the subscription duration (separate charts for each gender).
The managerial report should include discussions on your findings, charts, and tabulated data.
You also need to provide recommendations on future action plans for further growth and expansion of
the company (e.g. increase in the number of subscriptions).
The report should be written in a professional manner and includes the following sections (feel free to
add more sections if you need):
1- Executive summary
2- Introduction
3- Data and discussions on the findings
4- Conclusion
5- Recommendation for future
6- References
Grading rubric:
Key points
Grade allocation (%)
Format (font type, size, tables and charts)
20
Analysis (grade breakdowns for each question are provided above)
46
Overall content (discussions and recommendations, methodology,
24
professionalism)
Creativity in presenting data
10
N.B. Failure to comply with the above would result in low grades.
Word limit:
800 words (excluding tables, graphs and appendix) and top 15 charts.
Deliverables:
An Excel showing the background calculations and a Word file.
Naming convention:
Use the following format to name your files:
Your name_Student ID_Individual assignment3 (e.g. Alireza Samea_112233_Individual assignment3)
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