Bank Marketing Dataset Instructions

Dataset Overview

This dataset contains marketing campaign data from a Portuguese banking institution, including customer demographics, campaign details, and subscription outcomes. Perfect for analyzing marketing effectiveness and customer behavior patterns.

Dataset Files

  • bank-additional-full.xlsx: Complete dataset with all customer and campaign information

Variables Description

The dataset includes:

  • Customer Demographics: Age, job, marital status, education
  • Financial: Balance, housing loan, personal loan
  • Campaign: Contact type, month, day of week, duration
  • Previous Campaigns: Previous contacts, outcome
  • Outcome: Subscription (yes/no)

Use Cases

This dataset is suitable for:

  • Analyzing campaign effectiveness
  • Segmenting customers by characteristics
  • Identifying factors that influence subscription
  • Calculating conversion rates and metrics
  • Creating marketing analytics dashboards

Excel Analysis Tips

  • Use PivotTables to analyze conversion rates by segment
  • Create charts comparing subscription rates across groups
  • Calculate key marketing metrics (conversion rate, segment performance)
  • Use conditional formulas for segmentation analysis
  • Build visualizations highlighting customer segments
  • Create dashboards for campaign performance