Introduction
After you ingest your organization's raw sustainability data into the environmental, social and governance (ESG) data model using the ingestion and transformation capabilities, you can then augment the standardized data using the Social and governance insights capability.
This capability helps organizations handle the complex regulatory landscape and meet the recent expectations of ESG performance and transparency from partners, investors, and customers. For example, Sustainability data solutions in Fabric support the May 2024 guidelines of the European Union's Corporate Sustainability Reporting Directive (CSRD). The ESG metrics capability helps organizations compute the quantitative Key Performance Indicators (KPI) required by this disclosure standard and others. The social and governance insights capability helps organizations to compute data aggregates for areas such as data privacy, service disruption, board of directors, environmental, health, and safety incidents.
In this module, you focus on the social and governance insights capability that uses the standardized ESG data in the Sustainability data solutions lakehouse. To use this capability, you should have the raw data extracted from your internal systems, transformed and loaded into the ESG data model. The data is then transformed and stored in the processed lakehouse (also known as the silver lakehouse in the medallion architecture).
In the same Fabric workspace, you deploy the social and governance insights capability. This capability helps you define, compute, and analyze social and governance metrics for data that you combined from disparate data sources into a standard schema. Computed results from this capability populate the social and governance metrics in the ComputedESG lakehouse from the data in the ProcessedESG lakehouse.
The following are the components deployed with this capability.
GenerateSocialAndGovernanceMetrics_INTB – Generate social and governance metrics from data including data privacy, ethics, safety training, board of directors and more. Populate the ComputedESG lakehouse with these metrics.
GenerateSocalAndGovernanceMetrics_INTB - This notebook can be used for creating empty ESG data model tables for social and governance sustainability area in the ProcessedESGData lakehouse.
LoadDemoDataToProcessedSocialAndGovernanceDataLakehouseTables_INTB – Loads the social and governance demo data from the configAndDemoData lakehouse to the ProcessedESGData lakehouse.
SocialAndGovernanceMetricsReport_RPT – This report is prebuilt and shows social metrics for workforce training and development.
Using real data
If you load real data into the lakehouse, you run the GenerateSocalAndGovernanceMetrics_INTB notebook to create the empty tables in the ProcessedESGData lakehouse. You use Fabric's normal tools like Data Factory to load your social and governance data from various sources in your organization into those tables. You then run the GenerateSocialAndGovernanceMetrics_INTB notebook to compute the metrics in the ComputedESG lakehouse. Finally, you use the SocialAndGovernanceMetricsReport_RPT report to view the data.
Using demo data
If you load demo data into the lakehouse, you run the GenerateSocalAndGovernanceMetrics_INTB notebook to create the empty tables in the ProcessedESGData lakehouse. You run the LoadDemoDataToProcessedSocialAndGovernanceDataLakehouseTables_INTB notebook to load the demo data into those tables. You then run the GenerateSocialAndGovernanceMetrics_INTB notebook to compute the metrics in the ComputedESG lakehouse. Finally, you use the SocialAndGovernanceMetricsReport_RPT report to view the data.
Configuring which metrics to compute
By default, when you run the compute notebook, data for all metrics are computed. You can control which metrics are computed by modifying the parameters of the notebook. The following image shows the REPORTS_TO_GENERATE value modified to compute fewer metrics.
The following are descriptions of each metric.
| Metric name | Description |
|---|---|
| BusinessMetricDataPrivacy | Provides a summary of the type and occurrences of data privacy incidents of different types that occurred in each reporting period. |
| BusinessMetricCommunitySupport | Provides a summary of the type and occurrences of community support (for example, CSR) events undertaken by the company in each reporting period. |
| ResponsibleSourcingMetric | Provides a summary of material responsible sourcing practice and sourcing business units following the practices in each reporting period. |
| BusinessMetricServiceDisruption | Provides a summary of types, occurrences, and durations of business disruptions in each reporting period. |
| PartyBusinessEthicsMetric | Provides a summary of the type and occurrences of legal issues faced by the company, the legal actions taken to resolve the issues, and the economic cost of the legal actions in each reporting period. |
| BusinessMetricBoardOfDirectors | Provides a summary of the count of members in the company's board of directors and the constitution of the board in each reporting period. |
| HealthSafetyTrainingMetric | Provides a summary of the health & safety-related training given to employees in each reporting period. |
| LearningEvent | Provides a summary of the training & education activities for employees, employee attendance, and occurrences of trainings in each reporting period. |
| Incident | Provides a summary of the health and safety incident types, their effect on productivity losses, and their occurrences in each reporting period. |
| Employee | Provides a summary of employee data like gender composition, employment tenure, and salary distributions in each reporting period. |