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JPMC-quant/02_quant_analysis.py
2026-02-02 21:47:37 +01:00

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import marimo
__generated_with = "0.19.2"
app = marimo.App(width="full")
@app.cell
def _():
import marimo as mo
import polars as pl
from pathlib import Path
from validation import check_progress, duration_validation, check_straight_liners
from utils import QualtricsSurvey, combine_exclusive_columns, calculate_weighted_ranking_scores
import utils
from speaking_styles import SPEAKING_STYLES
return (
Path,
QualtricsSurvey,
SPEAKING_STYLES,
calculate_weighted_ranking_scores,
check_progress,
check_straight_liners,
duration_validation,
mo,
pl,
utils,
)
@app.cell(hide_code=True)
def _(mo):
file_browser = mo.ui.file_browser(
initial_path="./data/exports", multiple=False, restrict_navigation=True, filetypes=[".csv"], label="Select 'Labels' File"
)
file_browser
return (file_browser,)
@app.cell
def _(Path, file_browser, mo):
mo.stop(file_browser.path(index=0) is None, mo.md("**⚠️ Please select a `_Labels.csv` file above to proceed**"))
# RESULTS_FILE = 'data/exports/OneDrive_2026-01-21/Soft Launch Data/JPMC_Chase Brand Personality_Quant Round 1_January 21, 2026_Soft Launch_Labels.csv'
RESULTS_FILE = Path(file_browser.path(index=0))
QSF_FILE = 'data/exports/OneDrive_2026-01-21/Soft Launch Data/JPMC_Chase_Brand_Personality_Quant_Round_1.qsf'
# RESULTS_FILE
return QSF_FILE, RESULTS_FILE
@app.cell
def _(QSF_FILE, QualtricsSurvey, RESULTS_FILE, mo):
S = QualtricsSurvey(RESULTS_FILE, QSF_FILE)
try:
data_all = S.load_data()
except NotImplementedError as e:
mo.stop(True, mo.md(f"**⚠️ {str(e)}**"))
return S, data_all
@app.cell
def _(Path, RESULTS_FILE, data_all, mo):
mo.md(f"""
---
# Load Data
**Dataset:** `{Path(RESULTS_FILE).name}`
**Responses**: `{data_all.collect().shape[0]}`
""")
return
@app.cell
def _():
sl_ss_max_score = 5
sl_v1_10_max_score = 10
return sl_ss_max_score, sl_v1_10_max_score
@app.cell
def _(
S,
check_progress,
check_straight_liners,
data_all,
duration_validation,
mo,
sl_ss_max_score,
sl_v1_10_max_score,
):
_ss_all = S.get_ss_green_blue(data_all)[0].join(S.get_ss_orange_red(data_all)[0], on='_recordId')
_sl_ss_c, sl_ss_df = check_straight_liners(_ss_all, max_score=sl_ss_max_score)
_sl_v1_10_c, sl_v1_10_df = check_straight_liners(
S.get_voice_scale_1_10(data_all)[0],
max_score=sl_v1_10_max_score
)
mo.md(f"""
# Data Validation
{check_progress(data_all)}
{duration_validation(data_all)}
## Speaking Style - Straight Liners
{_sl_ss_c}
## Voice Score Scale 1-10 - Straight Liners
{_sl_v1_10_c}
""")
return
@app.cell
def _(data_all):
# # Drop any Voice Scale 1-10 responses with straight-lining, using sl_v1_10_df _responseId values
# records_to_drop = sl_v1_10_df.select('Record ID').to_series().to_list()
# data_validated = data_all.filter(~pl.col('_recordId').is_in(records_to_drop))
# mo.md(f"""
# Dropped `{len(records_to_drop)}` responses with straight-lining in Voice Scale 1-10 evaluation.
# """)
data_validated = data_all
return (data_validated,)
@app.cell(hide_code=True)
def _(S, mo):
filter_form = mo.md('''
{age}
{gender}
{ethnicity}
{income}
{consumer}
'''
).batch(
age=mo.ui.multiselect(options=S.options_age, value=S.options_age, label="Select Age Group(s):"),
gender=mo.ui.multiselect(options=S.options_gender, value=S.options_gender, label="Select Gender(s):"),
ethnicity=mo.ui.multiselect(options=S.options_ethnicity, value=S.options_ethnicity, label="Select Ethnicities:"),
income=mo.ui.multiselect(options=S.options_income, value=S.options_income, label="Select Income Group(s):"),
consumer=mo.ui.multiselect(options=S.options_consumer, value=S.options_consumer, label="Select Consumer Groups:")
).form()
mo.md(f'''
---
# Data Filter
{filter_form}
''')
return
@app.cell
def _(data_validated):
# mo.stop(filter_form.value is None, mo.md("**Please submit filter above to proceed**"))
# _d = S.filter_data(data_validated, age=filter_form.value['age'], gender=filter_form.value['gender'], income=filter_form.value['income'], ethnicity=filter_form.value['ethnicity'], consumer=filter_form.value['consumer'])
# # Stop execution and prevent other cells from running if no data is selected
# mo.stop(len(_d.collect()) == 0, mo.md("**No Data available for current filter combination**"))
# data = _d
data = data_validated
data.collect()
return (data,)
@app.cell(hide_code=True)
def _(S, data, mo):
char_rank = S.get_character_ranking(data)[0]
mo.md(r"""
---
# Analysis
## Character personality ranking
""")
return (char_rank,)
@app.cell(hide_code=True)
def _(mo):
mo.md(r"""
""")
return
@app.cell(hide_code=True)
def _():
# char_rank = S.get_character_ranking(data)[0]
return
@app.cell
def _(S, char_rank, mo):
mo.md(f"""
### 1. Which character personality is ranked best?
{mo.ui.altair_chart(S.plot_top3_ranking_distribution(char_rank, x_label='Character Personality'))}
""")
return
@app.cell
def _(S, char_rank, mo):
mo.md(f"""
### 2. Which character personality is ranked 1st the most?
{mo.ui.altair_chart(S.plot_most_ranked_1(char_rank, title="Most Popular Character<br>(Number of Times Ranked 1st)", x_label='Character Personality', width=1000))}
""")
return
@app.cell
def _(S, calculate_weighted_ranking_scores, char_rank, mo):
char_rank_weighted = calculate_weighted_ranking_scores(char_rank)
mo.md(f"""
### 3. Which character personality most popular based on weighted scores?
{mo.ui.altair_chart(S.plot_weighted_ranking_score(char_rank_weighted, title="Most Popular Character - Weighted Popularity Score<br>(1st=3pts, 2nd=2pts, 3rd=1pt)", x_label='Voice', width=1000))}
""")
return
@app.cell(hide_code=True)
def _(S, data, mo):
v_18_8_3 = S.get_18_8_3(data)[0].collect()
mo.md(r"""
## Voice Ranking
""")
return (v_18_8_3,)
@app.cell(hide_code=True)
def _():
# print(v_18_8_3.head())
return
@app.cell(hide_code=True)
def _(S, mo, v_18_8_3):
mo.md(f"""
### Which 8 voices are chosen the most out of 18?
{mo.ui.altair_chart(S.plot_voice_selection_counts(v_18_8_3, height=500, width=1000))}
""")
return
@app.cell(hide_code=True)
def _(S, mo, v_18_8_3):
mo.md(f"""
### Which 3 voices are chosen the most out of 18?
How many times does each voice end up in the top 3? ( this is based on the survey question where participants need to choose 3 out of the earlier selected 8 voices. So how often each of the 18 stimuli ended up in participants Top 3, after they first selected 8 out of 18.
{mo.ui.altair_chart(S.plot_top3_selection_counts(v_18_8_3, height=500, width=1000))}
""")
return
@app.cell
def _(S, calculate_weighted_ranking_scores, data):
top3_voices = S.get_top_3_voices(data)[0]
top3_voices_weighted = calculate_weighted_ranking_scores(top3_voices)
return top3_voices, top3_voices_weighted
@app.cell
def _(S, mo, top3_voices):
mo.md(f"""
### Which voice is ranked best in the ranking question for top 3?
(not best 3 out of 8 question)
{mo.ui.altair_chart(S.plot_ranking_distribution(top3_voices, x_label='Voice', width=1000))}
""")
return
@app.cell
def _(S, mo, top3_voices_weighted):
mo.md(f"""
### Most popular **voice** based on weighted scores?
- E.g. 1 point for place 3. 2 points for place 2 and 3 points for place 1. The voice with most points is ranked best.
Distribution of the rankings for each voice:
{mo.ui.altair_chart(S.plot_weighted_ranking_score(top3_voices_weighted, title="Most Popular Voice - Weighted Popularity Score<br>(1st = 3pts, 2nd = 2pts, 3rd = 1pt)", height=500, width=1000))}
""")
return
@app.cell
def _(S, mo, top3_voices):
mo.md(f"""
### Which voice is ranked number 1 the most?
(not always the voice with most points)
{mo.ui.altair_chart(S.plot_most_ranked_1(top3_voices, title="Most Popular Voice<br>(Number of Times Ranked 1st)", x_label='Voice', width=1000))}
""")
return
@app.cell
def _():
return
@app.cell(hide_code=True)
def _(S, data, mo, utils):
ss_or, choice_map_or = S.get_ss_orange_red(data)
ss_gb, choice_map_gb = S.get_ss_green_blue(data)
# Combine the data
ss_all = ss_or.join(ss_gb, on='_recordId')
_d = ss_all.collect()
choice_map = {**choice_map_or, **choice_map_gb}
# print(_d.head())
# print(choice_map)
ss_long = utils.process_speaking_style_data(ss_all, choice_map)
mo.md(r"""
## Voice Speaking Style - Perception Traits
Here you can find the speaking styles and traits: [Speaking Style Traits Quantitative test design.docx](https://voicebranding-my.sharepoint.com/:w:/g/personal/phoebe_voicebranding_ai/IQBfM_Z8PF98Qalz4lzIbJ3RAUCdc7waB32HZXCj7k3xfo0?e=rtFd27)
""")
return choice_map, ss_all, ss_long
@app.cell
def _(S, mo, pl, ss_long):
content = """### How does each voice score for each “speaking style labeled trait”?"""
for i, trait in enumerate(ss_long.select("Description").unique().to_series().to_list()):
trait_d = ss_long.filter(pl.col("Description") == trait)
content += f"""
### {i+1}) {trait.replace(":", "")}
{mo.ui.altair_chart(S.plot_speaking_style_trait_scores(trait_d, title=trait.replace(":", ""), height=550))}
"""
mo.md(content)
return
@app.cell
def _():
return
@app.cell(hide_code=True)
def _(S, data, mo):
vscales = S.get_voice_scale_1_10(data)[0]
# plot_average_scores_with_counts(vscales, x_label='Voice', width=1000)
mo.md(r"""
## Voice Scale 1-10
""")
return (vscales,)
@app.cell
def _(vscales):
print(vscales.collect().head())
return
@app.cell
def _(pl, vscales):
# Count non-null values per row
nn_vscale = vscales.with_columns(
non_null_count = pl.sum_horizontal(pl.all().exclude("_recordID").is_not_null())
)
nn_vscale.collect()['non_null_count'].describe()
return
@app.cell(hide_code=True)
def _(S, mo, vscales):
mo.md(f"""
### How does each voice score on a scale from 1-10?
{mo.ui.altair_chart(S.plot_average_scores_with_counts(vscales, x_label='Voice', width=1000, domain=[1,10], title="Voice General Impression (Scale 1-10)"))}
""")
return
@app.cell
def _(S, mo, utils, vscales):
_target_cols=[c for c in vscales.collect().columns if c not in ['_recordId']]
vscales_row_norm = utils.normalize_row_values(vscales.collect(), target_cols=_target_cols)
mo.md(f"""
### Voice scale 1-10 normalized per respondent?
{mo.ui.altair_chart(S.plot_average_scores_with_counts(vscales_row_norm, x_label='Voice', width=1000, domain=[1,10], title="Voice General Impression (Scale 1-10) - Normalized per Respondent"))}
""")
return
@app.cell
def _(S, mo, utils, vscales):
_target_cols=[c for c in vscales.collect().columns if c not in ['_recordId']]
vscales_global_norm = utils.normalize_global_values(vscales.collect(), target_cols=_target_cols)
mo.md(f"""
### Voice scale 1-10 normalized per respondent?
{mo.ui.altair_chart(S.plot_average_scores_with_counts(vscales_global_norm, x_label='Voice', width=1000, domain=[1,10], title="Voice General Impression (Scale 1-10) - Normalized Across All Respondents"))}
""")
return
@app.cell
def _(choice_map, mo, ss_all, utils, vscales):
df_style = utils.process_speaking_style_data(ss_all, choice_map)
df_voice_long = utils.process_voice_scale_data(vscales)
joined_df = df_style.join(df_voice_long, on=["_recordId", "Voice"], how="inner")
# df_voice_long
mo.md(r"""
## Correlations Voice Speaking Styles <-> Voice Scale 1-10
Lets show how scoring better on these speaking styles correlates (or not) with better Voice Scale 1-10 evaluation. For each speaking style we show how the traits in these speaking styles correlate with Voice Scale 1-10 evaluation. This gives us a total of 4 correlation diagrams.
Example for speaking style green:
- Trait 1: Friendly | Conversational | Down-to-earth
- Trait 2: Approachable | Familiar | Warm
- Trait 3: Optimistic | Benevolent | Positive | Appreciative
### How to Interpret These Correlation Results
Each bar represents the Pearson correlation coefficient (r) between a speaking style trait rating (1-5 scale) and the overall Voice Scale rating (1-10).
**Reading the Chart**
| Correlation Value | Interpretation |
|-----------|----------|
| r > 0 (Green bars)| Positive correlation — voices rated higher on this trait tend to receive higher Voice Scale scores|
| r < 0 (Red bars)| Negative correlation — voices rated higher on this trait tend to receive lower Voice Scale scores|
| r ≈ 0| No relationship — this trait doesn't predict Voice Scale ratings|
""")
return df_style, joined_df
@app.cell(hide_code=True)
def _(S, SPEAKING_STYLES, joined_df, mo):
_content = """### Total Results
"""
for style, traits in SPEAKING_STYLES.items():
# print(f"Correlation plot for {style}...")
fig = S.plot_speaking_style_correlation(
data=joined_df,
style_color=style,
style_traits=traits,
title=f"Correlation: Speaking Style {style} and Voice Scale 1-10"
)
_content += f"""
#### Speaking Style **{style}**:
{mo.ui.altair_chart(fig)}
"""
mo.md(_content)
return
@app.cell
def _(mo):
mo.md(r"""
### Female / Male Voices considered seperately
- [ ] 4 correlation diagrams considering each speaking style (4) and all female voice results.
- [ ] 4 correlation diagrams considering each speaking style (4) and all male voice results.
## Correlations Voice Speaking Styles <-> Voice Ranking Points
Lets show how scoring better on these speaking styles correlates (or not) with better Vocie Ranking results. For each speaking style we show how the traits in these speaking styles correlate with voice ranking points. This gives us a total of 4 correlation diagrams.
Example for speaking style green:
- Trait 1: Friendly | Conversational | Down-to-earth
- Trait 2: Approachable | Familiar | Warm
- Trait 3: Optimistic | Benevolent | Positive | Appreciative
### Total Results
- [ ] 4 correlation diagrams
""")
return
@app.cell(hide_code=True)
def _(mo):
mo.md(r"""
""")
return
@app.cell(hide_code=True)
def _(mo):
mo.md(r"""
""")
return
@app.cell(hide_code=True)
def _(mo):
mo.md(r"""
""")
return
@app.cell(hide_code=True)
def _(S, SPEAKING_STYLES, df_style, mo, top3_voices, utils):
df_ranking = utils.process_voice_ranking_data(top3_voices)
joined = df_style.join(df_ranking, on=['_recordId', 'Voice'], how='inner')
_content = """## Correlations Voice Speaking Styles <-> Voice Ranking Points
"""
for _style, _traits in SPEAKING_STYLES.items():
_fig = S.plot_speaking_style_ranking_correlation(data=joined, style_color=_style, style_traits=_traits)
_content += f"""
#### Speaking Style **{_style}**:
{mo.ui.altair_chart(_fig)}
"""
mo.md(_content)
return
@app.cell
def _(mo):
mo.md(r"""
### Female / Male Voices considered seperately
- [ ] 4 correlation diagrams considering each speaking style (4) and all female voice results.
- [ ] 4 correlation diagrams considering each speaking style (4) and all male voice results.
""")
return
if __name__ == "__main__":
app.run()