From Sustainability Program, you can collect values for Environmental, Social, and Governance (ESG) or sustainability metrics. From a metric, you can view and manage all of its values together in a grid.
View values for collection period
A metric can collect multiple values throughout a Program year, based on biannual, quarterly, or monthly frequency. From Values, you can choose the year and collection period of the metric values to view.
Tip: To view all values for the Program year, select All periods in Collection period.
Edit value details
From the grid, you can edit values' details inline, directly in their respective rows.
To focus on a specific value's details or connect it to a source file, select Edit details from its menu.
Delete values from metric
To stop data collection for a metric or its values, you can:
- Delete a specific metric value or multiple values from specific collection periods, up to a full year.
- Remove a reporting year from a metric, such as if it no longer applies to your sustainability reporting.
Note: When you delete a value or year, you cancel any data collection tasks and remove any values or supporting material already collected.
To remove specific values, such as if their data collection is no longer needed:
- In Values, select the reporting year and earliest collection period to remove the values from.
-
Select the values to remove:
-
To remove a specific value, select Delete
from its menu.
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To remove multiple values, select them, then click
Edit values and select Delete.
-
To remove a specific value, select Delete
from its menu.
- Select whether to remove the values from the selected collection period, the reporting year, or for the year starting with the selected period.
-
To confirm, enter
DELETE, then click Delete.
To remove all of a metric's values from a reporting year — such as if you no longer need their data collection based on new framework guidance — remove the year from the metric:
- In Values, select the reporting year to remove the metric's values from.
-
From the metric's menu, select
Remove year from metric.
- Click Remove.
Sort, pin, or hide columns
From the grid, you can arrange or group dimensional values by specific details, such as based on dimension, assignee, or approver. From the detail's column header, select Sort by ASC or Sort by DESC to arrange the values in ascending or descending order, respectively.
To anchor a column to an end of the grid, such as based on priority, select Pin to left or Pin to right from its header. To return a pinned column to its original position, select Unpin.
To focus on only specific details, hide columns as necessary:
- To hide a specific column, select Hide column from its header.
- To hide multiple columns, select Manage columns from any header, then select the details to view.
Note: To help ensure clarity, some columns — such as the dimensional value or menu — can't be hidden.
Tip: Changes you make to the values' sort order or column layout are for your personal use and don't appear for other workspace members. To return the columns to their default settings, click Reset view.
Apply an aggregation
To help ease at-a-glance analysis, you can choose to apply an aggregation to the Value column, such as to view a sum or average of the collected values.
Tip: To apply an aggregation to the Value column, enable Show grand totals from the Configure metric panel. To learn more, view Configure values for Sustainability Program metrics.
From the column's header, select the type of aggregation to apply:
| Aggregation | Displays |
|---|---|
| sum | The sum total of the column's numerical values, such as Number or Currency values |
| avg | The non-rounded average of the column's numerical values |
| min | The minimum of the column's values, such as its lowest Number or earliest Date |
| max | The maximum of the column's values, such as its highest Number or latest Date |
| size | The count of values in the column |