With Persefoni, your company can easily calculate, analyze, and manage its carbon footprint. To help use carbon accounting data from Persefoni in your Environmental, Social, and Governance (ESG) reporting, use the Persefoni | Fetch transactions template from Chain Builder.
This template creates four chains to download and import data from Persefoni into Workiva:
- Persefoni | Fetch transactions
- Load data to Wdata | Primary chain
- Load data to Wdata | Replace dataset
- Load data to Wdata | Add new dataset
Note: While the template creates multiple chains, you need to run only Persefoni | Fetch transactions to download data from Persefoni and update the tables' datasets.
The Persefoni | Fetch transactions chain can retrieve different types of transactions from Persefoni:
- Activities, for all investment and lending activity used to calculate your carbon footprint
- Facilities, for your company's locations associated with transactions
- Emissions, for the greenhouse gas (GHG) emissions associated with transactions
Prerequisites
The template requires these connectors to create its chains:
- Persefoni connector
- Workiva connector
- JSON connector
- Tabular Transformation connector
- Handlebars connector
Note: All of the chains' commands use the CloudRunner. No GroundRunners are needed.
Before you create the chains, identify:
- The IDs for the Persefoni resource group and language of the data to download.
- The IDs of the Wdata tables to upload activity, facility, and emission data into.
After you identify these IDs, add these workspace variables from Workspace settings in Connections:
Name | Default value |
---|---|
cv_EmissionsTableId | Enter the ID of the table to import Emissions data into. |
cv_ActivitiesTableId | Enter the ID of the table to import Activities data into. |
cv_FacilitiesTableId | Enter the ID of the table to import Facilities data into. |
wsv_ResourceGroupId | Enter the ID of the Persefoni resource group to download transactions from. |
wsv_LanguageId | Enter the ID of the language to download from Persefoni. |
wsv_WdataLoadWarningThreshold | Enter 250 .
Note: The chains created from the template use this threshold to help prevent timeouts when importing large datasets. |
Create chains from Persefoni | Fetch Transactions template
After you set up the required connectors and workspace variables, create the chains from the Persefoni | Fetch Transactions template:
- From Chains, select Create, Create chain from template.
- Select Persefoni | Fetch transactions, and click Create from template.
- Select the environment to create the chains in, and click Next.
- Select the corresponding workspace variable for each of the template's variables, and click Next.
- Select the Persefoni connector to use with the Persefoni | Fetch transaction commands, and click Next chain.
- Select the wsv-WdataLoadWarningThreshold workspace variable, and click Next.
- Select the connectors to use with the Load data to Wdata | Primary chain commands, and click Next chain.
- Select the wsv-WdataLoadWarningThreshold workspace variable, and click Next.
- Select the Workiva and Handlebars connectors to use with the Load data to Wdata | Replace dataset commands, and click Next chain and then Next.
- Select the same connectors for the Load data to Wdata | Add new dataset commands, and click Submit and then View your new chain.
- From the Persefoni | Fetch transactions chain, click Publish and Publish.
- From Chains, publish the other chains created from the template.
Run Persefoni | Fetch Transactions chain
To run the chains created from the template:
- From Chains, select Execute for the Persefoni | Fetch transactions chain.
- Click Run with inputs.
- Select Run for the different types of transaction data to download from Persefoni — Facilities, Activities, or Emissions.
- To further filter the data downloaded, enter the optional parameters to apply to the transaction type:
Parameter Input Aggregate Enter the field to aggregate for the transactions. Filter Enter the filter to apply to the transactions. Operator Enter the operator to apply to the transactions. Group by Enter the columns to group, separated by commas. - Click Start.