Share ESG Program metric values with other workspaces

To help include Environmental, Social, and Governance (ESG) data in financial or other non-ESG disclosures, Workspace Owners can use Query to share data collected in ESG Program with another workspace that also has Wdata, tailored to that workspace's needs.

Note: If your company has a Governance, Risk, and Compliance (GRC) workspace, you can share an ESG Program with its members so they can create GRC Connections for data assurance. Those members can view only names and descriptions of the ESG Program's metrics, not any values.

Step 1. Assign optional Run remote queries role

By default, only certain members can run a query shared with their workspace:

• Owners of the destination workspace
• Members who are also an Owner of the ESG Program in the ESG workspace 

To enable additional members of the destination workspace to run a query shared from another workspace, an Owner of the destination workspace can assign the Run remote queries role to at least one member from Workspace settings. 

Step 2. Create query with ESG Program data

From the ESG workspace, create a query that includes the ESG Program as a source:

1. From the query's Sources panel, click New source, select  ESG, ESG program, and choose the ESG Program with the data to share.
   
2. Select only the columns needed from the ESG Program, and select Add to Fields.
   
   For example, based on your needs, you may want to include:
   • Program name
   • Program year
   • Metric name
   • Value, as —text or —number
3. Create the query as necessary.

   Tip: To further tailor the data to the other workspace's needs, create filters to include specific metrics and values based on details such as reporting year and period, custom tags or dimensions, or frameworks added as Related ESG content.

Step 3. Share the query

To enable another workspace's members to use the query results, an Owner of the ESG workspace can share the query with the other workspace.

1. From Wdata Home, select Share from the query's menu.
   
2. Select the workspace to share the query with.
   
3. If applicable, in Settings, select which workspace member with the Run remote queries role to associate with the query's runs.
4. Click Apply changes.
   
   

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