Getting Started
- Getting Started
  - What is Sumday and how does it work?
  - What is Carbon Accounting?
  - What is the GHG Protocol?
  - Scope 1 Emissions Overview
  - Scope 2 Emissions Overview
  - Scope 3 Emissions Overview
How to Use Sumday
- Settings and Features
  - Accessing your demo account
  - Account Settings
  - Advisor Basecamp
  - Adding Notes and Files
  - Sumd[AI] Beta
- Create an Assessment
  - How to Create an Assessment
  - Creating Assessment Periods - Dates
  - How to Import Your Emission Factor Database
  - Understanding Emissions Import Error Messages
- Import Scope 3 Data
  - Transactions - A Summary
  - Import via CSV upload
  - Import Financial Transaction Data from Xero for Scope 3
  - Confirm your import details
  - Adjustments to Imports
- Categorise Transactions in the Carbon Ledger
  - Overview of The Carbon Ledger
  - Using Rules to Code Transactions
  - Using Tracking Categories
- Accounting for Scope 1, 2, and 3 Emissions
  - Calculating Scope 1 Emissions
  - Calculating Scope 2 Emissions
  - Using workpapers to support your calculations
  - Emissions Intensity Metrics
- Reports in Sumday
  - Reports in Sumday
  - Carbon Summary by Month
  - Carbon Trial Balance
  - Carbon General Ledger Report
  - Carbon Baseline Report
  - Net Zero Graph
Sumday Academy
- The Sumday Academy
  - What is the Sumday Academy?
  - CPD Hours
- Online Courses
  - Introduction to Carbon Accounting - For Advisors
  - Introduction to Carbon Accounting - For Business Stakeholders
  - Carbon for Procurement Professionals
  - Practical Tips for GHG Assurance
  - Financed Emissions Course
- Templates
  - Workpaper Templates
  - Business Case Templates
  - Creating PowerBI Dashboards
Sumday Value Chain Engagement
- Value Chain Engagement
  - How to Request Data in Sumday
  - Scope 3 Engagement with Sumday
  - Tips for Improving Response Rates
Reduction & Targets
- Emission Reduction
  - Emission Reduction
  - Scope 1 Emission Reduction Opportunities
  - Scope 2 Emission Reduction Opportunities
  - Scope 3 Emission Reduction Opportunities
  - Build the business case for emission reduction
- Setting Net Zero Targets: SBTi Resources
  - What is ‘Net Zero’ and ‘SBTi’?
  - What is the difference between ‘Net Zero’ and ‘Carbon Neutral’?
  - What is involved in setting a science based net zero target?
Emission Factors Database
- Emission Factors
  - Database Summary
- Data Sources
  - AUS DCCEEW
  - UK DESNZ (Formerly DEFRA)
  - US EPA
  - EXIOBASE
  - NZ ME
  - AusLCI
  - Clune et al. (2017)
  - EMBER
  - IPCC
  - Lindstad et al. (2020)
  - PICCC
  - BC ME
  - Steubing et al. (2022)
- Datasets
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2023
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2022
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2021
  - UK DESNZ: Greenhouse gas reporting: conversion factors 2020
  - AUS DCCEEW: National Greenhouse Accounts Factors 2023
  - AUS DCCEEW: National Greenhouse Accounts Factors 2022
  - AUS DCCEEW: National Greenhouse Accounts Factors 2021
  - AUS DCCEEW: National Greenhouse Accounts Factors 2020
  - AUS DCCEEW: National Greenhouse Accounts Factors 2019
  - AUS DCCEEW: National Greenhouse Accounts Factors 2018
  - AUS DCCEEW: National Greenhouse Accounts Factors 2018
  - AUS DCCEEW: National Greenhouse Accounts Factors 2018
Security and Privacy
- Data and Security
  - Security Information Overview
  - Data Security and Privacy
  - Infrastructure and Application Security
  - Business Continuity and Disaster Recovery
  - Multi Factor Authentication
  - GDPR Compliance
  - Sumd[AI]
Plans and Billing
- Plans and Billing
  - How do I cancel my subscription?
  - What are the billing options?
  - How do I access my invoices?
The GHG Protocol
- The GHG Protocol
  - Key Principles
Setting the Boundary
- Setting the Boundary
  - Setting Boundaries
  - Guidance for Setting Organisational Boundaries
  - Guidance for Setting Operational Boundaries
Accounting for Scope 2
- Accounting for Scope 2
  - Scope 2 Guidance
Accounting for Scope 3
- Scope 3 - GHG Protocol
  - The Scope 3 Standard
  - Summary of the Key Steps
More

Creating PowerBI Dashboards

How to create PowerBI dashboards from exported emissions data

PowerBI Templates

Sumday provides easy-to-use PowerBI templates that allow you to visualize your emissions data and customize dashboards for your reporting needs.

Step-by-Step Guide: Creating a PowerBI Dashboard with Sumday’s Emissions Data

Export Your Data from Sumday

Go to Reports in Sumday.

Select the Carbon General Ledger Report and choose the unformatted export option, which is ideal for PowerBI.

Save the file locally on your computer.

Download the PowerBI Dashboard Template

In Sumday, navigate to the Academy section.

Under Resources, select Report Templates and download the PowerBI Carbon General Ledger Report Dashboard Template.

Import Data into PowerBI

Open PowerBI and load the template you downloaded.

When prompted, enter the file path of your saved export file.

Wait a few seconds for the dashboard to populate with your data.

Customize Your Dashboard

Once the data is loaded, you can modify existing visuals or add new ones to fit your specific needs.

Tips for Working with PowerBI and Sumday Data

Finding the File Path:

To get the file path of your export, open the CSV file, go to File > Info > Copy Local Path. Avoid using “Copy Path” as it might give a web-based path.

Choosing Export Formats:

Sumday offers both formatted and unformatted exports:

Formatted exports look better in Excel.

Unformatted exports work better for PowerBI and other visualization tools.

By following these steps, you’ll have a flexible, dynamic PowerBI dashboard that displays your emissions insights clearly and can be tailored to your reporting needs.

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Business Case Templates How to Request Data in Sumday