TABLE OF CONTENTS

• Add data to your table
  • Section 1 - General data
  • Section 2 - Quick add
  • Section 3 - Data selection
• Sort your data
• Aggregate your data
• Sum several measures in one column
• Change column name
• Filters
  • Filter on the Data range
  • Filter on organizational units/suppliers/companies
  • Filter on Registration Status
• Download as Excel
  • Other functionality
• Save your table
  • Connect to API
• Pick up where you last left

When you select "Create table" you are entering into the edit mode of tabulate. You are able to design a quick report from the data you've collected in Position Green.

This view makes it easy to select the kind of data you would like to include in your table and how the data should be structured while also making it possible to choose the aggregation style of the data.

This feature is great if you want to look at the data in a detailed manner without needing to create your own pivot tables in Excel or similar applications.

The options in the examples below might vary depending on the product you are using and what you are measuring.

Add data to your table

Either start by adding data to a new table or click the three dots under manage and click on Modify data table.

Options in the side panel.

Section 1 - General data

You can add columns of your choice to your table. You can add your columns through the following menus and quick ads:

Choose what registration column you would like to add:

• Organizational unit / Supplier / Company - Each row represents an organizational unit/supplier/company
• Year - Each row represents a reporting year
• Responsible name - Each row represents a reporter
• Report period - Each row represents a reporting period, such as a quarter or month
• Confirmed - Each row will show if the registration in the other column is confirmed or not (Yes/No)
• Measure - Each row will show the name of the measure
• Measure point - Each row will show the name of the measure point
• Responsible email - Each row will show each reporter's email address

Section 2 - Quick add

This is a Quick Add to choose a measure point or a measure point tag. You can drill down to different measure points through the menu to the left in the image below.

Select several data sources at once.

The measure point tags can be useful when wanting to sum up several measure points in different measures, such as Scope 1, Scope 2, and Scope 3. When you have tagged your different measure points to the same tag, you can sum them up in Explore by searching for the tag in the Measure point tag field.

Section 3 - Data selection

The Data Selection gives you the possibility to search for measure points and measure point tags, in a more detailed way, as found in the Quick Add explained above.

To add measures go to Tabulate and the new table or Add column to an existing table. Select Measure point and then choose aspects to visualize. 

Sort your data

When you have added some columns to your table, you will find the table columns to the left.

If you would like to sort your table based on a specific column, you should click on the "settings icon" for that specific column.

Define settings for each column using the cog icon.

When having clicked on the settings icon, you can choose if you want to sort in an ascending or descending order, or no sorting, depending on your use case.

Aggregate your data

If you would like to aggregate several measure points (from one column) for one specific organizational unit or year, you should click on the "settings icon" for the column that you want to aggregate.

When you have clicked on the settings icon, you can choose what operation you want to use for the column:

• Sum
  
• Count
  
• Average
  
• Min
• Max

Sort Ascending, Descending or none. Aggrigate data.

Sum several measures in one column

If you want to sum several measures in one column, you can click on "Add another tag", as shown in the image below, after having clicked on the settings icon. You can then rename the column for it to match its content.

Click add another tag to add more tagged data sets to the same column.

Change column name

You can then rename the column for it to match its content. Go to the settings for that given column, change the name, and save.

Change the name of the columns to give a better representation of the data

Filters

Below you can read how to use the "Filter" functionality. Currently, you can find filters on both periods and state measures.

Filter on Data Range

If you would like to look at your data for several years, add a Years column. After adding the Years column, go to the "Filters tab", where you click "Add filter" and then choose what kind of filter you would like to add, which in this case should be "Dates."

To look at a specific year or a range, this is where you configure that. You can also select the period if you want to look at a more granular frequency of the reported data.

If choosing "All years", all years that you have reported data for will show up in that column. 

Filter on organizational units/suppliers/companies

It is possible to filter your table on the organizational unit/supplier/company depending on which product you are using. 

There are two options to filter. Either filter by a tag or filter by a specific unit/supplier/company.

For both of the filters, you are able to decide if you want to see:

1. Only the selected unit
   
2. Only descendants
   
3. The selected and descendant units

Filter on Registration Status

If you would like to filter your data based on registration status, add the confirmed column to the table. Go to Columns, then More... then choose Confirmed, and click "Add." After adding the column - Confirmed - go to filters and add a filter to the confirmed column.

Download as Excel

You are always able to export the table to Excel by clicking "Download spreadsheet" in the top right hand corner.

Save your table

For some tables you might want to return to, don't forget to save them. Check out Analytic view to learn about how to create your page of data tables and share them with colleagues.

Connect to API

It is possible to export your data to various other data management systems via APIs. Prerequisites are tables in Analytics view and a set-up according to our Integration documentation.