Manage dimensions for ESG metric values

From your ESG Program, you curate and track metric values to disclose in Environmental, Social, and Governance (ESG) reporting. To enable multiple values for your metrics, Workspace Owners can set up custom dimensions for your company from the ESG Program or a metric's Configure metric panel.

For example, your company may collect multiple values for a metric based on different:

• Entity locations
• Market regions
• Business units
• Demographics, such as gender or race

Note: Only Workspace Owners can manage an ESG Program's metrics' available dimensions.

Create dimensions

From an ESG Program's metric, Workspace Owners can create the dimensions available for workspace members who collaborate on the ESG Program and its metrics.

Note: For optimal performance and experience, we recommend up to 250 active dimensions — with up to 1,500 active values each — for an ESG Program, up to 6,000 values collected annually per metric.

1. Access the dimensions from the ESG Program or a metric:
   • From the ESG Program, click Dimensions .
     
   • From a metric, click Manage dimensions on the Configure metric panel.
     
2. Click Add dimension.
   
3. Enter a name to identify the overall dimension, such as Business unit, Location, or Gender.
4. For each value of the dimension, click Add value, and enter its ID and a display name.

   Note: To ensure data integrity, you can't delete a value or edit its ID after you save the dimension. To delete a value before you save the dimension, select Remove from its menu.

5. After you add all of the dimension's values, click Save.
6. Add any additional dimensions and their values, and click Close.

Rename a dimension

Note: When you edit a dimension's name, you update it for all of the ESG Program's metrics.

To change a dimension's name:

1. Access the dimensions from the ESG Program or a metric:
   • From the ESG Program, click Dimensions .
   • From a metric, click Manage dimensions on the Configure metric panel.
2. From the dimension's menu, select Update dimension.
   

   Tip: To rename an inactive dimension, first select Inactive in the filter.

3. Edit the dimension's name as necessary, and click Save.

Manage a dimension's values

From a dimension, you can add new values and manage its existing values.

Note: To ensure data integrity, you can't delete a dimension value or edit its ID. However, you can set a value as inactive to prevent its use.

1. Access the dimensions from the ESG Program or a metric:
   • From the ESG Program, click Dimensions .
   • From a metric, click Manage dimensions on the Configure metric panel.
2. From the dimension's menu, select Update dimension.
   

   Tip: To manage values for an inactive dimension, first select Inactive in the filter.

3. Manage the dimension's values as necessary:
   
   
   • To add a new value, click Add value, and enter its ID and name.

     Tip: To remove a value before you save the dimension, such as if you enter the wrong ID, select Remove from its menu.

   • To edit a value's name, select Rename value from its menu, and enter its new name.
   • To no longer use a value with new metrics, select Set as inactive from its menu.

     Tip: To resume use of an inactive value, select Inactive in the filter, and then select Set as active from the value's menu.

4. Click Save and Close.

Set a dimension as inactive or active

To prevent the use of a dimension, you can set it as inactive. You can then set an inactive dimension as active to resume its use.

Note: Inactive dimensions remain applied to historical metric values but are no longer available for new metrics.