While we are hard at work developing a superior Analytics product, you will be receiving this monthly email report with key data points and metrics. This is a free service to thank you for your loyalty to the B Lab movement.
The report attached to the monthly email while B Analytics is shut down includes the Company Name, and the current and active Assessments for all the companies in the portfolio. The report will also include: Impact Area; Impact Topic; Question Summary; Question; Answer(s); Provided Answer(s); Points Earned; And, Points Available. The email template itself will include an overview of: The # of companies in the portfolio; The aggregate score value; The aggregate percentage complete; And, an estimate of the roll-up score for large enterprises and multinational companies.
Note: you can access the B Impact Assessment at https://app.bimpactassessment.net/login. If you do not have access to the B Impact Assessment, use your current email address and set your password at https://app.bimpactassessment.net/forgot-password.
For additional support requests: Please submit a ticket in our Customer Service Portal here.
TABLE OF CONTENTS
- How to filter data across an impact area/impact topic
- How to aggregate data across an entire portfolio
- How to filter data across a question
- How to filter for a single company
The examples below are shown using Google Sheets, however, this same functionality should be available in Microsoft Excel or any similar application
How to filter data across an impact area/impact topic
Select all data in the file.
Create a filter by going to the “Data” dropdown → Select “Create a Filter”
Under Column B, “Impact Area” column, select the Impact Area(s) you would like to filter by. This should now allow you to aggregate points available and points earned across Impact Area(s) for each company in your portfolio. We recommend leveraging a Pivot Table for this calculation.
Under Column C, “Impact Topic” column, select the Impact Topic(s) you would like to filter by. This should now allow you to aggregate points available and points earned across Impact Topic(s) for each company in your portfolio. Similar to above, we recommend leveraging a Pivot Table for this calculation.
How to aggregate data across an entire portfolio
We recommend starting with a pivot table and using that to query the data you’re looking for. For example, to view Impact Area scores for each company, you could do the following:
Select Insert from the dropdown and choose Pivot Table
Select all rows from the Assessments tab
From the pivot table editor, add rows for Impact Area and Company Name
Add values for Points Earned and Points Available as columns
You should now see points earned and points available for each Impact Area across each company. Similar calculations could be done for each Impact Topic or Question.
How to filter data across a question
Select all data in the file.
Create a filter by going to the “Data” dropdown → Select “Create a Filter”
Select the question you’d like to filter to
How to filter for a single company
Select all data in the file.
Create a filter by going to the “Data” dropdown → Select “Create a Filter”
Under the Company column select which company you want to filter by.
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