Altruistiq

Jamie

Analyse your sustainability data in a familiar spreadsheet-like environment. Create tables, charts, and dashboards without exporting to Excel.

Analyse data

Learn what workbooks are in Analyse data, how they're organised into folders and pages, and the difference between exploring a workbook for personal analysis and editing it to publish changes.

What is a Workbook?

Learn how to navigate the Analyse data section. Find recently visited workbooks, browse folders across My Documents, shared workspaces, and AQ Workbooks, manage your favourites, and create new workbooks or…

Navigating Analyse data

Learn to navigate workbooks in Analyse Data. Covers the toolbar, editor panel, lineage view, add element toolbar, page tabs, and how to switch between viewing, exploring, and editing modes.

Navigating Workbooks

Understand View, Explore, and Edit modes in Analyse data workbooks. Learn what you can do in each mode, which permissions you need, and how the draft-and-publish workflow keeps your changes…

Workbook modes explained

Understand how workbooks, pages, and modes work. Learn to navigate the Analyse data interface and find what you need.

Getting started

Save, configure, and export a Product Carbon Footprint (PCF) report to share with your supply chain partners.

Getting started with customer PCF reports

Understand what each customer PCF report contains across the three available frameworks: PACT v3.0.3, PEF, and ISO 14067.

What's included in my customer PCF reports?

Learn about the pre-built workbook templates available in Analyse data, including customer PCF reports and other ready-to-use reporting formats.

Workbook templates

Learn how to create tables, add and configure columns, apply calculations, and style your data for analysis.

Create and manage tables

Learn how to filter data in tables and charts to focus on specific subsets. Covers filter types (list, date range, number range, Top N, text match), quick filtering, and converting…

Filter data in tables and charts

Sort table data by one or more columns and group rows into collapsible categories. Add summary calculations like totals and counts to groups. Includes guidance on optimising workbook performance.

Sort and group data in tables

Explore data at increasing levels of detail by drilling into charts. Use drill down controls to navigate predefined paths, interactive even for View only users, or drill on any column…

Drill down into data

Learn how to create and configure pivot tables to summarise your data by rows and columns. Covers building from data models or existing tables, changing calculations, formatting options, and managing…

Working with pivot tables

Create tables, apply filters, sort and group your data, and use pivot tables to summarise information across your sustainability programme.

Working with data

Learn how charts help you visualise patterns and trends in your sustainability data. Covers available chart types, chart components, how charts connect to data models, and creating charts from tables…

Introduction to charts

Reference guide to chart types in Analyse data. Covers bar, line, area, pie, scatter, KPI, gauge, waterfall, Sankey, and map charts. Includes guidance on choosing the right chart for your…

Chart types reference

Learn how to use repeated containers, single row containers, and value lists to create dynamic, data-driven page layouts in your workbooks.

Build dynamic layouts with containers and value lists

Create charts to spot patterns and communicate insights. Covers chart types, customisation options, trend lines, and KPI displays.

Building visualisations

Learn what controls are and how they differ from filters. Controls are interactive elements that let viewers filter tables and charts without edit access—ideal for reports serving multiple audiences.

Introduction to control elements

Reference guide to all 13 control types in Analyse data. Covers selection controls, numeric inputs, sliders, date pickers, and drill down navigation. Use this to choose the right interactive filter…

Control types reference

Add controls to your workbook, configure value sources, set defaults, and customise appearance for an interactive experience.

Create and configure controls

Connect controls to tables and charts so viewer selections filter data. Covers targeting, synced controls, and formula references.

Connect controls to data elements

Add interactive elements that let viewers filter and adjust workbooks without editing. Includes dropdowns, sliders, date pickers, and more.

Using controls

Learn to write formulas in Analyse data. Covers creating calculated columns, syntax for column references and operators, using autocomplete, troubleshooting errors, and handling empty values.

Formula basics

Look up formula functions by category. Covers aggregate, array, date, join, logical, maths, text, type, and window functions with descriptions and examples for building calculations in Analyse data.

Function reference by category

A guide for Excel users learning Analyse data formulas. Maps common functions (SUM, IF, VLOOKUP), explains key syntax differences, and provides ready-to-use recipes for sustainability data analysis.

Common formulas for Excel users

Write formulas to calculate new values from your data. Includes function reference and common formulas for Excel users.

Formulas and calculations

Set up conditional email alerts to monitor your sustainability data. Get notified when emissions exceed targets, new data arrives, or values fall outside expected ranges. Create and manage alerts from…

Set up alerts

Export pages, tables, and charts from Analyse data as PDF, PNG, Excel, CSV, or JSON. Download directly, send by email, or use export buttons. Includes permission levels, format guidance, and…

Download and export options

Schedule recurring exports

Share a workbook with colleagues by copying the URL and sending it to them.

Share workbooks with teammates

Optimise your workbook layout for clean, professional PDF exports with well-placed page breaks and readable tables.

PDF formatting best practices

Share workbooks with colleagues, understand permission levels, and set up alerts to notify you when data meets specific conditions.

Collaboration and sharing

A quick reference of keyboard shortcuts for navigating, editing, and formatting in Analyse data.

Analyse data keyboard shortcuts

Definitions of key terms used throughout the Analyse data help centre documentation.

Analyse data: Glossary of terms

Understand how the Data changelog gives you a version history of your
  sustainability data, and how to use it to track what changed and why.

Data change log events

Quick-reference resources including a glossary of terms used throughout Analyse data.

Reference

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