Monthly Data grid

When account records are captured in Envizi the numeric values are monthly normalized to facilitate environmental calculations (emissions, energy, mass, etc.) and general quantitative reporting.

There are 2 versions of the Monthly data grid: Environmental and Social Metrics. Both of these grids can be accessed on the Monthly Data grid by toggling the buttons at the top right. By default the Monthly Data grid will open to the ‘Environmental’ grid.

Environmental accounts

Account styles configured to capture environmental data will be classified in data types where the the Data Type Scope = Scope 1, 2 or 3 or No Scope (if emissions calculations are not required).

An ‘environmental’ account is defined by the data being captured and the calculation methods applied to the data. All environmental accounts are configured with a primary measure and a total cost field with applied emission factors.

For example, an electricity account typically captures energy in kWh, total cost in local currency and each month of data has an assigned emission factor that calculates dimensions including CO2e, individual GHGs, energy, mass, volume, distance and area.

Secondary measures are also reported on this screen but can only be reported when configured using ratios, data type groups or can be extracted through the Monthly Data Summary - All Measures csv extract.

Environmental accounts also aggregate monthly data when multiple records cover the same month, unlike social metrics which keeps records distinct in monthly normalization.

Social metrics accounts

Social metrics account styles are configured in 2 ways: they are either part of data types where the Data Type Scope = ‘Social Metrics’, or they can be configured as ‘Environmental’ account styles with a flag set to also calculate ‘Social Metrics’ monthly normalized data.

A ‘social metrics’ account is also defined by the data being captured. The social metrics account style defines the method of normalization for each field. This differs from environmental account styles where the data type defines the normalization method for each field.

Another difference is that social metrics normalization doesn’t aggregate records at the monthly level. This means that if multiple records are captured that cover the same month, they will be preserved as individual rows of data in the monthly data grid.

Finally, social metrics accounts can be used to specify how data should be aggregated in PowerReport. Instantaneous data can be summed or averaged over a defined period, or as at the last month in the date selection within PowerReport. Weighted average calculations can also be specified where calculations are used, e.g. percentages or ratios that are calculated within the account.

If your organization wishes to expose the secondary fields from accounts that use an ‘Environmental’ account style you will need to reach out to support to update the flag for the account style.

Monthly normalization

All environmental and social metrics accounts apply monthly normalization to numeric data in 2 ways: accumulative and instantaneous normalization.

Accumulative normalization

For example, a record is captured with the following data:

• From: 10-Mar

• To: 15-May

• Electricity consumption (kWh): 5000

• Total Cost: 882.18

These values are prorated according to the number of days in the month divided by total days in the record. In this example there are 67 days of data.

Instantaneous normalization

For example, an account may headcount with the following data:

• From: 10-Mar

• To: 15-May

• Floor area: 5000

In this case there is no requirement to prorate the data. Instead the floor area value is persisted for each month in the Monthly Data grid.

Aggregation

The default aggregation method for numeric data in PowerReport is to ‘Sum’ when there are 2 or more rows of data. But in many cases it may make more sense to apply the average aggregation method, or perhaps the latest value is required when looking at a date range. To learn more about aggregation of social metrics data, see the this article covering social metrics.