This glossary defines terms used throughout the Analyse data documentation. Terms are listed alphabetically, and each definition is written to be understood on its own. Where relevant, cross-references point to related articles for more detail.
Alert A notification triggered when your data meets specific conditions. Unlike scheduled exports, alerts only send when the condition is met. See Set up alerts.
Axis The horizontal (X-axis) or vertical (Y-axis) reference line on a chart that shows the scale of values. Most charts have two axes that define how data points are positioned.
Calculated column A column you create using a formula, rather than one that exists in the original data. Calculated columns update automatically when the underlying data changes. See Formula basics.
Chart A visual representation of data, such as a bar chart, line chart, or pie chart. Charts help you spot patterns, trends, and comparisons. See Introduction to charts and Chart types reference.
Child element A table, chart, or pivot table created from an existing element. Child elements inherit filters from their parent, so when you filter the parent, the child updates automatically.
Column A vertical series of values in a table, representing a single field or attribute. In formulas, you reference columns using square brackets: [Column Name].
Conditional formatting Rules that change the appearance of cells or data points based on their values. For example, you might highlight emissions values that exceed a threshold in red.
Control An interactive element that lets viewers filter or adjust what they see in a workbook. Controls appear on the page and can be used by anyone viewing the workbook. See Introduction to control elements and Control types reference.
Control ID A unique identifier for a control, used when referencing the control's value in formulas or when creating synced controls across pages.
Data model A prepared dataset you can use as the source for tables and charts in custom workbooks. Altruistiq provides three data models attached to each product (corporate carbon footprint, product carbon footprint, and supply chain decarbonisation), plus an emissions factors database data model available with an Altruistiq Advanced licence. Users with the create and edit workbooks permission can access data models.
Draft Unpublished changes to a workbook, visible only to users with edit permission. When you edit a workbook, your changes are saved to the draft. Click Publish to make changes visible to viewers.
Drill down Exploring data at increasing levels of detail by clicking on summary values to see the underlying data. For example, clicking a regional total might reveal the breakdown by individual facility. See Drill down into data.
Element Any component you add to a workbook page. Elements include tables, charts, pivot tables, controls, text boxes, images, and layout containers.
Filter A rule that limits which rows of data are displayed, based on conditions you specify. For example, you might filter a table to show only data from the current financial year. See Filter data in tables and charts.
Folder A container for organising workbooks, similar to folders on your computer. You can create folders to group related workbooks together.
Formula An expression that calculates values using functions, operators, and column references. Formulas are written in the formula bar and apply to entire columns. See Formula basics.
Formula bar The input area below the toolbar where you write and edit formulas for calculated columns. The formula bar shows autocomplete suggestions as you type.
Function A named calculation that performs a specific operation. Examples include Sum for adding values, Avg for calculating averages, and DateDiff for finding the difference between dates. See Function reference by category.
Grouping Organising rows into categories based on shared values, with summary calculations for each group. For example, grouping emissions data by facility shows totals for each location. See Sort and group data.
Legend A key on a chart that explains what each colour or symbol represents. Legends typically appear beside or below the chart and can be repositioned or hidden.
Page A tab within a workbook, similar to a worksheet in Excel. Each page has its own canvas where you can arrange elements. A workbook can contain multiple pages.
Pivot table A table that summarises data by reorganising values into row and column headers. Pivot tables are useful for creating summary reports that show totals across multiple categories. See Working with pivot tables.
Published version The stable version of a workbook that viewers see. When you publish a draft, your changes become part of the published version. Editors work on drafts; viewers see only what has been published.
Reference band A shaded area on a chart representing a range of values, such as an acceptable range or target zone. Like reference lines, bands provide context for interpreting data.
Reference line A horizontal or vertical line added to a chart to show a specific value, such as an average, target, or threshold. Reference lines help viewers compare data points against a meaningful benchmark. See Add trend lines and reference marks.
Repeated container A layout element that generates a card for each row in a data source. You define the card layout once, and it repeats dynamically with data from each row. See Build dynamic layouts with containers and value lists.
Saved view A bookmarked configuration of a workbook, including any filters, control values, and customisations you've made. Saved views can be personal (visible only to you) or shared with others.
Single row container A layout element that displays data from one row of a data source at a time. You can connect it to a repeated container so that clicking a card updates the displayed row. See Build dynamic layouts with containers and value lists.
Sort Arranging data in a specific order, such as alphabetically or by value. You can sort by a single column or by multiple columns in sequence. See Sort and group data.
Target A table or chart that a control is connected to. When a viewer changes the control, all connected targets update to reflect the new selection. A single control can have multiple targets. See Connect controls to data elements.
Tooltip A small pop-up that appears when you hover over a data point on a chart, showing the values for that point. You can customise which information appears in tooltips. See Customise chart appearance.
Trend line A line added to a chart that shows the overall direction or pattern in your data. Trend lines help you see whether values are generally increasing, decreasing, or following another pattern. See Add trend lines and reference marks.
Value source The origin of the options displayed in a control. A value source can be a column from your data (showing all unique values) or a manually defined list of options.
Value list A UI element that displays data as an organised list of label-value pairs. Value lists are commonly used inside containers to show details for a specific record. See Build dynamic layouts with containers and value lists.
Workbook The main container for your analysis, containing one or more pages with tables, charts, and controls. Workbooks are similar to Excel workbooks and can be saved, shared, and published. See What is a workbook.