Monthly Data grid

Monthly Data grids are available, which show environmental accounts in one tab and social metrics in another tab.

When account records are captured in IBM® Envizi ESG Suite the numeric values are monthly normalized to facilitate environmental calculations, for example, for emissions, energy, mass, and for general quantitative reporting.

Two versions of the Monthly Data grid are provided; one for environmental accounts and one for social metrics. To open the Monthly Data grid, complete these steps:

From the main menu, click Manage > Accounts.
To view environmental monthly normalized data, from the Actions menu, select Monthly Data.
To view social metrics monthly normalized data, select Monthly Data > Social Metrics.

Note: Monthly Data grids are also available for meters.

Environmental accounts

Account styles configured to capture environmental data are classified in data types where the Data Type Scope field is set to Scope 1, 2 or 3 or No Scope, where 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 the local currency, and each month of data is assigned an emission factor that calculates dimensions including CO2e, individual GHGs, energy, mass, volume, distance and area.

Secondary measures are also reported on this user interface 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 two ways: they are either part of data types where the Data Type Scope is set to 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 a 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, for example, percentages or ratios that are calculated within the account.

Note: 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 two 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.

Table 1. Accumulative normalization example
Month	Day	Prorated calculation	Primary measure	Total cost	Emission factor	Emissions (kg CO2e)
March	22	22/66 * 5000	1641.79	289.67	0.541	888.21
April	30	30/66 * 5000	2238.81	395.01	0.541	1211.19
May	15	15/66 * 5000	1119.40	197.50	0.541	605.60

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.

Table 2. Instantaneous normalization example
Month	Floor area
March	5000
April	5000
May	5000

Aggregation

The default aggregation method for numeric data in PowerReport is to ‘Sum’ when there are two 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. For more information, see Social metrics account styles.