Exercise - Set up a company profile and reference data

Completed

In this exercise, you learn the steps that Alex and Reed take to set up the Wide World Importers company profile, organizational data, reporting years, and reference data. For more information, see Set up a company profile.

  1. Use an In-Private or Incognito window and open the go to Sustainability Environment you created in Set up the Microsoft Cloud for Sustainability trial exercise.

  2. Sign in with the credentials of Reed Flores.

Task: Set up the company profile, hierarchy, and facilities

In this task, Alex sets up the company profile, hierarchy, and facilities for Wide World Importers in Microsoft Sustainability Manager.

  1. In the left navigation pane, select Settings > Company profile.

    The Company profile page includes basic information about the organization, such as name, address, company logo, the annual reporting period, and relevant industries. Additionally, the top of the page includes tabs for setting up the organization structure and facilities.

    Screenshot of the Company profile basic information.

  2. On the Company profile page, select on the Industries tab. Microsoft Sustainability Manager includes a selection of predefined industries and subverticals based on Nomenclature of Economic Activities (NACE) standards. Select + Add.

    Screenshot of the Industries tab.

    Screenshot of the Add button.

  3. Select Transportation and storage.

    Screenshot of Transportation and storage selected.

  4. On the next screen, select Land transport and transport via pipelines and then select Add.

    Screenshot of Land transport and transport via pipelines selected.

  5. View Land transport and transport via pipelines in the Industries tab of the Company profile page.

    Screenshot of the Industries section.

  6. On the Company profile page, select the Structure tab.

    Screenshot of the Structure tab.

  7. Select Contoso USA and then select + Add to add a new organizational unit under it.

    Screenshot of the new organization unit.

  8. Enter the following data for the organizational unit and then select Save.

    • Name - Wide World Importers

    • Organizational unit type - Department

    Screenshot of the organizational unit named Wide World Importers.

  9. In the Organizational hierarchies section, select + New Organizational hierarchy.

    Screenshot of the New Organizational hierarchy button.

  10. Set the following values and then select Save & Close.

    • Parent - Contoso USA

    • Effective start date - The first day of the current month, for example 8/1/2022

    Screenshot of the hierarchy values.

  11. After you returned to the Organizational unit, select Save & Close to return to the Company profile.

    Screenshot of the Save and Close button.

  12. Go to Company profile > Facilities tab and then select Add facility.

    Screenshot of the Facilities tab with the Add facility button.

  13. Create a new facility with the following details. After you entered the values, select Save & Close.

    Note

    Pay close attention to the data that's used in this exercise. The subsequent exercises will reference this data, and it will need to be an exact match to the data in this exercise.

    • Name - Wide World Importers - Miami Office

    • Address line 1 - Brickell Avenue

    • City - Miami

    • State/Province - Florida

    • Zip/Postal Code - 33132

    • Country/Region - United States

    • Latitude - 25.774320

    • Longitude - -80.187720

    Note

    Latitude and Longitude aren't required but are used to display a pin on the Facilities map. You can add those values automatically by selecting an address from the autocomplete options in Address line 1, or you can enter the values manually.

    Screenshot of the details entered on the New Facility page.

  14. Using the same steps, add another new facility. After you entered the values, select Save & Close.

    Note

    Pay close attention to the data that's used in this exercise. The subsequent exercises will reference this data, and it will need to be an exact match to the data in this exercise.

    • Name - Wide World Importers - Tampa Office

    • Address line 1 - Lois Avenue

    • City - Tampa

    • State/Province - Florida

    • Zip/Postal Code - 33609

    • Country/Region - United States

    • Latitude - 27.944830

    • Longitude - -82.514050

    Note

    Latitude and Longitude aren't required but are used to display a pin on the Facilities map. You can add the values automatically by selecting an address from the autocomplete options in Address line 1, or you can enter the values manually.

    Screenshot of details entered for the second new facility.

Now, you completed the organizational setup.

Organizational structure and facility management are linked to activity and emission data to group emissions by organization, facility, and regions. This setup is an important part of carbon emission reporting and organization disclosures.

Task: Set up reference data

In this task, Reed sets up the reference data for contractual instrument types in Microsoft Sustainability Manager. Contractual instrument types are different types of contractual agreements that a firm has with their providers and suppliers.

  1. In the left navigation pane, select Data > Reference data.

  2. Select Contractual instrument types and then select View.

    Screenshot of Contractual instrument types selected and the View option.

  3. Under Active contractual instrument types, select + New to create new contractual types.

    Screenshot of the New button to create new contractual types.

  4. Create a new contractual instrument with the following details and then select Save & Close.

    • Name - VanArsdel Ltd

    • Energy source - Nuclear

    Note

    Pay close attention to the data that's used in this exercise. The subsequent exercises will reference this data, and it will need to be an exact match to the data in this exercise.

  5. In the same way, create a new contractual instrument with the following details and then select Save & Close.

    • Name - Adatum Corp

    • Energy source - Other

    Note

    Pay close attention to the data that's used in this exercise. The subsequent exercises will reference this data, and it will need to be an exact match to the data in this exercise.

    Screenshot of the Save and Close button to save the details.

By completing these steps, you added contractual instrument types.

Many types of reference data are available. You can explore the other reference data types, which is used throughout Microsoft Cloud for Sustainability and Microsoft Sustainability Manager.

Task: Set up unit conversion factor

In this task, Reed sets up a unit conversion factor in Microsoft Sustainability Manager. While Alex is reviewing the inventory management plan, Alex identifies a missing unit of distance needed to calculate emissions for the fleet of electric vehicles. Alex asks Reed to add a new unit to the Length/Distance unit group.

You can use unit groups to group units together and define a base unit that you can use to convert unit types. For example, the Length/Distance unit group contains units for length and distance, with a base unit of meter (m). The units within the Length/Distance unit group have conversions between the unit type and meter, such as miles convert to 1,609.344 meters. For more information, see Set up unit groups.

  1. Select Settings > Application.

  2. Select Unit groups.

  3. Under Active unit groups, select Length/distance and then open it.

    Screenshot of the length/distance active unit groups.

  4. Scroll down and select + New Unit to create a new unit.

    Screenshot of the new unit button.

  5. Enter the following details for the new unit and then select Save & Close.

    • Name - 100 mile

    • Conversion factor - 160934.40

    Note

    The EPA calculates electric vehicle efficiency by the number of kilowatt hours (kWh) that are used every 100 miles. For consistency, it's best practice to use the same calculation.

    Screenshot of the Save and Close button in the New Unit section.

By completing these steps, you finished the organizational and reference data setup.

Organization and reference data is the foundation for Microsoft Cloud for Sustainability and Microsoft Sustainability Manager. This data is used throughout the tools, so make sure that your organization and reference data is set up correctly.

Task: Create a reporting year

Alex and Reed set up the reporting years in Microsoft Sustainability Manager. Alex names the reporting year, set up the start date and use a template to create more than one period.

Note

The Reporting years you set up will override the configuration in General settings.

Alex proceeds to create a reporting year in Sustainability Manager. For detailed information, see Configure reporting years.

  1. In the left navigation pane, select the Settings > Company profile.

  2. Select the Reporting years tab.

    Screenshot of the Reporting years tab.

  3. Select Create reporting year.

    Screenshot of create reporting year button.

  4. Enter the following details. After you entered the values, select Save.

    1. Name - Enter Fiscal - 2022.

      This name appears on the Insights page in Microsoft Sustainability Manager.

    2. Start date: 01/01/2022.

    3. Year template - Annual.

    Screenshot of the reporting year details.

  5. The reporting year generates with the first period starting on the Start date and the last period ending one year from the Start date.

    Screenshot of the reporting year generated.

  6. Select Save & Close.