Overview of Environmental, Social, and Governance metrics (preview)

Microsoft Cloud for Sustainability Tech Summit November 2024.

Important

Some or all of this functionality is available as part of a preview release. The content and the functionality are subject to change.

This capability allows you to compute quantitative environmental, social and, governance (ESG) metrics that meet disclosure reporting requirements such as Corporate Sustainability Reporting Directive and others. You can also visualize the trendlines and explore the computed metrics through interactive dashboards.

External applications can access the computed metrics data for scenarios, such as data audits and Corporate Sustainability Reporting Directive (CSRD) report generation.

The items deployed in this capability include pipelines and notebooks that compute, and store ESG metrics data based on standardized environmental, social, and governance data models. The capability also includes dashboards to visualize and analyze the ESG metrics.

All resources that this solution deploys are prebuilt and deployed into your Fabric workspace. The resources are open, and you can customize them to meet your needs.

Dependencies

This capability requires the ESG data estate capability. To learn more about ESG data estate capability, go to Overview of ESG data estate. If the ESG data estate capability isn't deployed already, deploying the Environmental, Social, and Governance metrics capability deploys this capability as well.

List of items deployed

Item name Type Description
CreateAggregateForEmissionsMetrics_INTB Notebook Contains the computation logic to generate the EmissionsAggregate table.
CreateAggregateForWaterUtilizationMetrics_INTB Notebook Contains the computation logic to generate the WaterUtilizationAggregate table.
CreateAggregateForWasteMetrics_INTB Notebook Contains the computation logic to generate the WasteQuantityAggregate table.
CreateAggregateForWaterStorageMetrics_INTB Notebook Contains the computation logic to generate the WaterStorageAggregate table.
CreateAggregateForNetRevenueMetrics_INTB Notebook Contains the computation logic to generate the NetRevenueAggregate table.
CreateAggregateForResourceInflowMetrics_INTB Notebook Contains the computation logic to generate the ResourceInflowsAggregate table.
CreateAggregateForResourceOutflowMetrics_INTB Notebook Contains the computation logic to generate the ResourceOutflowsAggregate table.
CreateAggregateForResourceInflowsSustainabilityContentMetrics_INTB Notebook Contains the computation logic to generate the SustainabilityContentResourceInflowsAggregate table.
CreateAggregateForResourceOutflowsSustainabilitycontentMetrics_INTB Notebook Contains the computation logic to generate the SustainabilityContentResourceOutflowsAggregate table.
CreateAggregateForPreCalculatedMetrics_INTB Notebook Contains the computation logic to generate the PreCalculatedMetricsAggregate table.
CreateAggregateForIncidentMetrics_INTB Notebook Contains the computation logic to generate the IncidentDataAggregate table.
CreateAggregateForEmployeeMetrics_INTB Notebook Contains the computation logic to generate the EmployeeDataAggregate table.
CreateAggregateForEmployeeEventMetrics_INTB Notebook Contains the computation logic to generate the EmployeeEventDataAggregate table.
ExecuteToCreateAggregates_DPTPL Pipeline Pipeline to execute the computation of the aggregate tables.
LoadDefinitionsForMetrics_INTB Notebook Loads the prebuilt metric definitions as a table in ComputedESGMetrics_LH.
GenerateOutputForMetrics_INTB Notebook Contains the functions to get computation logic of a metric from the metric definition, execute the computation logic on the aggregate tables, and store the metric output in ComputedESGMetrics_LH.
ExecuteComputationForMetrics_DPTPL Pipeline End-to-end pipeline for generating metrics data with the following activities:

1. Load demo data

2. Load metric definitions

3. generate the aggregate tables

4. Refresh measures semantic model for metrics measures

5. Compute metrics output for specified set of metrics

6. Translate metrics output for Compliance Manager consumption

7. Translate metrics output for prebuilt Power BI dashboard consumption

8. Refresh semantic model for metrics dashboard.
TranslateOutputOfMetricsForCM_INTB Notebook Contains the logic to translate metrics output to a form consumable by Compliance Manager.
TranslateOutputOfMetricsForReport_INTB Notebook Contains the logic to translate metrics output to a form consumable by the prebuilt Power BI dashboard.
DashboardForMetrics_RPT Report Prebuilt Power BI dashboard to visualize metrics data and year-over-year trends.
UtilitiesForMetrics_INTB Notebook Contains functions to perform metric definitions CRUD operations, roll up aggregate tables, etc.
DatasetForMetricsDashboard_DTST Semantic model Semantic model for the prebuilt metrics dashboard.
DatasetForMetricsMeasures_DTST Semantic model Semantic model that contains Power BI measures for metrics and has aggregate tables as its data source.

What is an ESG metric?

An ESG metric consists of a metric definition and output. A metric definition consists of:

  • Name of the metric: For example, Scope 3 category wise emissions (GHG protocol).
  • Sustainability area: For example, emissions or social.
  • Computation logic: The aggregation, filtering, or calculations involved in computing the metric.
  • Labels: For storing contextual information of a metric to help in discoverability. For example, mapping the metric to the disclosure standards and disclosure datapoints that require that metric’s output.

Metric output is the datapoint that contains a value and dimensions. The dimensions provide the context for the value. For example, Total scope 1 emissions by reporting year, where reporting year is a dimension.

Computation logic captured in metric’s definition can be run on a dataset to generate metric output data.

These metrics, or KPIs, can be used:

  • As quantitative datapoints required for disclosure by sustainability reporting standards such as Corporate Sustainability Reporting Directive (CSRD), Global Reporting Initiative (GRI).

  • To monitor sustainability KPIs taken by an organization.

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