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Automated sustainability reporting

JB Travel

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An Excel model that automatically compiles sustainability statistics was developed for JB Travel, which needed to present clear and comparable statistics to its corporate customers. The model collects data on emissions, travel, costs and booking changes, among other things, and compiles this in a professional and easy-to-use report.

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JB Travel is a specialized business travel agency that combines personal service with modern digital solutions. The company offers customized and cost-effective travel arrangements for companies with high demands on flexibility, security and time efficiency.

Sector

Transport and Logistics

Number of employees

1-25

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When data becomes a barrier

JB Travel collected emissions data for flights and hotels from various sources. All processing was manual, time consuming and prone to errors. In addition, they lacked an easy way to deliver customer-specific reports.

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Automation that simplifies

To meet customers' needs for clear travel statistics, a solution was needed that automated collection, analysis and visualization.

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Functionality in depth

We built a model that automatically retrieves and processes data via PowerQuery. Using VBA, JB Travel was able to export both PDF reports with charts and Excel tables with selected customer data. The model also includes a pivot table for flexible analysis and comparison against averages.

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Reports that strengthen customer dialogue

The result is an automated process that saves time, minimizes the risk of errors and makes it easy to deliver tailored reports to customers. JB Travel can now offer its customers a quick and professional overview of travel patterns and sustainability impact - a tool that strengthens both analytical capabilities and the customer experience.

Before
After
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Customer cases

Automated sustainability reporting

No items found.

An Excel model that automatically compiles sustainability statistics was developed for JB Travel, which needed to present clear and comparable statistics to its corporate customers. The model collects data on emissions, travel, costs and booking changes, among other things, and compiles this in a professional and easy-to-use report.

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Commission:

To meet customers' needs for clear travel statistics, a solution was needed that automated collection, analysis and visualization.

Challenge:

We built a model that automatically retrieves and processes data via PowerQuery. Using VBA, JB Travel was able to export both PDF reports with charts and Excel tables with selected customer data. The model also includes a pivot table for flexible analysis and comparison against averages.

Solution:

The result is an automated process that saves time, minimizes the risk of errors and makes it easy to deliver tailored reports to customers. JB Travel can now offer its customers a quick and professional overview of travel patterns and sustainability impact - a tool that strengthens both analytical capabilities and the customer experience.

Challenge

Emissions data for flights and hotels came from different sources and required extensive manual processing. The process was time-consuming, error-prone and made it difficult to deliver customer-specific statistics quickly. JB Travel also lacked an easy way to produce reports and visualizations for individual customers.

Solution

We developed an automated Excel model that uses PowerQuery to collect and process data from multiple source files. JB Travel now only needs to update its files in a specific folder - the rest is done automatically.

A VBA solution makes it easy to export:

  • a PDF with diagrams for presentation.
  • an Excel table with only the selected customer's data.

The model also includes a pivot table for flexible analysis and comparison between the selected customer and the average.

Underlying data model

Tabular view with summarized data per customer, including total costs, sales, service fees, number of trips and changes. This structure is the basis for automated analysis and reports in the Excel model.

Travel statistics for customers

Displays a visual summary of travel data for a specific customer, including costs, carbon emissions, number of trips and booking changes. The graphs compare the customer's figures with the average for all JB Travel customers, giving a clear overview of travel patterns and sustainability impact.

Data sources

Compilation of the three data files used in the model: transportation and hotel emissions data and monthly service charges. PowerQuery automatically retrieves and processes these sources when the files are updated.

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