Background Note | HBS Case Collection | February 2009

Basic Techniques for the Analysis of Customer Information Using Excel 2007: A Step-by-Step Approach

by Francisco de Asis Martinez-Jerez

Abstract

The objective of this note is to provide a set of easy, step-by-step guides for some analytical techniques that are useful in the analysis of cases discussed in the course "Competing and Winning through Customer Information" (CWCI). The instructions that follow use datasets from three of the cases in the course: "Slots, Tables, and All That Jazz: Managing Customer Profitability at the MGM Grand Hotel," HBS No. 106-029; "MercadoLibre.com," HBS No. 106-057; and "Bancaja: Developing Customer Intelligence (A)," HBS No. 107-055. These datasets are available upon request from the author.

Keywords: Customer Relationship Management; Information Management; Management Analysis, Tools, and Techniques;

Citation:

Martinez-Jerez, Francisco de Asis. "Basic Techniques for the Analysis of Customer Information Using Excel 2007: A Step-by-Step Approach." Harvard Business School Background Note 109-052, February 2009.