Export Data in CSV/Excel

Learn how to build, preview, and export custom datasets with your chosen metrics, companies, and years, complete with coverage and cost transparency.

Exporting data in CSV/Excel is one of the most powerful features of Tracenable. It allows you to build a custom dataset tailored to your exact needs: you choose the metrics, the companies, and the time periods. The platform then shows you data coverage and a transparent cost estimate before you commit, so there are no surprises.

This page walks you step by step through the process, from selecting a dataset to downloading your file, and explains the meaning of coverage, quotes, and saved datasets along the way.

1

Open the Data Exporter

From the main navigation panel, click on Dataset Exporter. This will expand to show a list of financial and ESG categories, which we call Datasets.

Each Dataset represents a group of related sustainability or performance topics. For example:

  • Select GHG Emissions if you’re interested in carbon footprint data.

  • Select Waste if you want data on hazardous, non-hazardous, and radioactive waste.

👉 Think of datasets as folders of related metrics; you pick the folder first, then decide which metrics inside it you need.

2

Select Your Metrics

Within the Dataset, you can now choose the exact metrics you want.

  • Search bar – type the name if you know it (e.g., “Total Scope 1 GHG emissions”).

  • Filter by dimensions – use dimensions to slice the data. Each metric represents a unique combination of dimension values.

  • Add metrics – click the + button next to each metric to add it to your dataset.

👉 Tip: You can select multiple metrics at once; the coverage and cost preview will update automatically.

3

Select Years

Next, choose the reporting years you want the data for.

Simply click the years (e.g., 2022, 2023, 2024) to include them. You can select one year, multiple years, or an entire range depending on your analysis needs.

👉 Example: If you select 2 metrics, 10 companies, and 3 years, your dataset will have up to 60 potential data points (2 × 10 × 3).

4

Select Your Company Universe

Now tell Tracenable which companies you want these metrics for.

Click the Select Universe button and choose from the Universes you’ve already created. (For example, you might have a universe of all companies in your portfolio, or one of all companies in a benchmark index.)

👉 If you haven’t created a universe yet, go to the Company Universes page first.

5

Review Coverage & Quote

Once you’ve set metrics, companies, and years, the platform will show you:

  • Data Coverage – the percentage of data points we currently have versus the total possible.

  • Cost Estimate – Tracenable automatically computes the cost of your selection, breaking it down by number of data requests.

Understanding Data Coverage

The Data Coverage represents the percentage of Data Points we currently have available for your selection, compared to the total theoretical data points based on the parameters you've specified. For example, if you select 1 metric, for a Universe of 10 companies, and 1 year of data history, and the platform shows 50% coverage, it means we currently have that specific data point for 5 out of your 10 selected companies for that year.

👉 This step gives you complete transparency: you know exactly what you’re getting and how much it will cost before purchasing.

6

Checkout

If you’re satisfied with the coverage and quote, click the Checkout button. You’ll be guided through our secure payment processor to confirm your purchase.

7

Access & Download Your Dataset

Once your payment is confirmed:

  • Processing: The Tracenable platform will start processing and building your dataset. This might take a few moments depending on the size and complexity.

  • Saved datasets: Your dataset isn't a one-time download. It will be stored permanently in the Saved Datasets tab of the platform.

  • Download options: Navigate to Saved Datasets, find your dataset, and download it in various formats, including CSV and XLSX (Excel).

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