Chart editing

Click on the edit-pencil in the right bottom of the graph to edit the graph.

When in the reports, the first option is Chart or table.

On the left side of the screen you can find the following options:

  • Period: Choose the period you want to display in the chart.
  • Display Options: Here you can enter the name of the chart, select the chart type, and specify the number of decimal places.
  • Slice: Here you can choose the horizontal and vertical segmentation and the order.
  • Consolidation method: You can choose from three methods: Financial and operational control sums up all the values of the organizational units that are indicated as >50%. Equity considers everything proportionally according to the specified percentage. In Full, everything is summed up without considering the percentages.
  • Type of Values: By default, this is set to Actual values. However, you can also choose Expected values. This is, for example, useful if you have made a pre-calculation for a project or prepared a CO2 budget for the next year. You can also create a chart that defaults to expected values if the actual values are not filled in.
  • Filter by Indicator (only available if the chart is based on a compound indicator) is a refinement of the filter function: it allows you to further filter by sub-indicator. This can be usefull for example, when you display CO2/turnover, but you want the turnover in euro's instead of in millions.
  • Unit: Choose the value in which you want to display the chart, such as kWh or GJ. If you are filtering by indicator, you can choose the unit for each sub-indicator.

Filter options

With the filters you choose which data should be included in the graph. In principle (if nothing is selected) all data is included.

  • Entities: In a report, the organizational structure specified when creating the report is always shown. You can select within it, but not outside of it.
  • Function - Climate Change: This allows you to make an additional sub-selection of certain function categories.
  • CO2 Compensation is only present if your accounting uses it.
  • CSR Themes: is only present if your accounting uses it.
  • CSRD/VSME: is only present if your accounting uses it
  • GHG-categories: is only present if your accounting uses it.
  • Scopes: Choose which scopes the chart should display, scope 1, 2, and/or 3. Not available in all methodologies.
  • Quantities: This allows you to filter by quantities or sub-quantities.

 

Additional information:
If you make a selection, the data is limited to this data. With two or more selections, all conditions must be met. For example, the combination of company cars and and sub-quantity FTE will not produce results.

On the left you can choose from the different filters. The operation is most quickly apparent by trying out a number of filter options.

Within a selection option such as the function tree or the organizational components, a search is made for either / or. A search is made between the different filter options.

For example, a combination of function - climate change - electricity, with two specific locations will only produce results within those two locations. If there are electric cars under lease cars, they will not be shown.

 

Set filters for shared indicators


If the filters have to be set for a graph in, for example, CO2 per FTE, it is possible to set the filter per side of the calculation.

In this way it remains understandable how the filter affects the calculation. Imagine you only want to share the CO2 emissions of mobility by the FTEs of the field staff. In that case you can set the one filter on the CO2 function groups mobility field service and in the filter for the FTEs only select the FTEs of the business unit that you want to take with you.

To activate the filter option on both sides of the division, select the option: filter per indicator. As shown below, this is visible under the selection field for the consolidation method.

 

Set scale

The scale of the graph is adjustable. For example, a choice can be made to show CO2 emissions or, for example, the waste weight in grams-kg-tons-kilotons. With a shared graph, this option is only visible if filtering per indicator is set.

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Set time period

The system will by default choose to start with the specified reference year. This can be changed. It is also possible to draw up a graph for example from the 2nd quarter up to and including the third quarter. This option becomes possible if a horizontal division is chosen in month, quarter or semester (half year).

 


Set display options

In the image above, the display options are shown at the top right. If an objective has been created on the indicator, it can be decided whether or not to show it.

The graph form is chosen for the display options. Provide a suitable time period at a pie point.

The divide option offers many functions in one solution. First, a horizontal and vertical division is chosen. It is also possible, for example, to plotting the job category against the organizational components. The chosen time period of the graph has then become a constant.

If working within a shared indicator, it can be specified which part of the calculation should be split. This is of course only possible if the relevant calculation can actually be subdivided. In the example above, this is in this case the CO2e emission.

 

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