> For the complete documentation index, see [llms.txt](https://docs.besmarthead.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.besmarthead.com/working-with-your-data/datapoint.md). # Everything you can do on a data point The complete map of a data point – every icon, every menu item and what it does for you, from entering a value to requesting, charting, splitting and proving it. A data point is one answer inside a disclosure – a number, a text, a Yes/No, a date or a table. It is also where the real work happens: you fill it in, hand it to a colleague, split it by site, chart it, explain it, attach evidence and track who changed what. This page is the map; the linked pages go deeper. {% hint style="success" %} **Saves you time:** everything on this page works on one data point **or** on many at once. Tick the checkboxes next to several data points and the same actions appear in a bulk bar – one disclosure assigned to a colleague in three clicks. {% endhint %} ## Where to find it Dashboard › **ESG reporting** › a framework tile › a disclosure row. Each block on the disclosure page is one data point: its title, the legal reference ("ESRS E1 par. 29 a)", sometimes "This is an EU law datapoint."), a toolbar on the right and the input below.
Data point toolbar

1 Add visualization · 2 Export to XLSX · 3 Complete · 4 Delegate · 5 Assignee · 6 Attachments · 7 Comments · 8 Status dot · 9 "…" menu. A data point without a request shows a + instead of 3–5.

## The toolbar at a glance | Icon / button | What it does | Who | | --------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------ | ------------------------------------ | | **Add visualization** (chart icon) | Opens the chart drawer. Greyed with "No data is available for visualization at this level" on texts and empty numbers. | Administrators, reporters | | **Export to XLSX** (document icon) | Exports this one data point – its rows and breakdowns – to Excel. | Everyone | | **+** | No request yet. Click to create one: **Assign request**. | Administrators | | **Complete** / **Delegate** / assignee avatar | A request exists. The avatar's tooltip is the assignee's name; **Complete** submits the work, **Delegate** passes it on. | Assignee (reporter or administrator) | | **Attachments** (paper clip) | Files that belong to this data point – invoices, calculations, certificates. | Upload: administrators · view: all | | **Comments** (speech bubble) | Discussion thread with the people on the request. The count shows unread activity. | Participants write · viewers read | | **Status dot** | Hover to read the request status (**To do**, **In progress**, **Submitted**, **Validated**). | – | | **"…"** | The full menu – see the next section. | – | {% hint style="info" %} The avatar, the **Comments** icon, the **Attachments** icon and **View detail** all open the **same** right-hand drawer, each on a different tab. If you ever wonder "where did that comment go" – it is there. {% endhint %} ## The "…" menu ![the data point "…" menu open, groups Data point / Request / Excel](https://2593582272-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxT5TFLiwBWeM9d0fDydH%2Fuploads%2F0VMWt7k9q10juCRFTP85%2Fdatapoint-2.png?alt=media) | Group | Item | What happens | | -------------- | ----------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | – | **View detail** | Opens the drawer: request type, **State**, **Due Date**, **Assignee**, **Participants**, **Users with access**, tabs Comments / Attachments / Change log. | | – | **Change log** | Who changed what and when on this data point, old value → new value. Older versions can be restored. | | **Request** | **Complete**, **Delegate**, **Give viewing access**, **Cancel request** | Request actions – explained in [How data requests work](/team-collaboration/collaboration.md). | | **Excel** | **Export to XLSX**, **Import from XLSX** | Excel round-trip for this data point only. Ideal for a long breakdown or a GHG row with hundreds of sources. | | **Data point** | **Mark as not material** | The data point turns read-only, shows "Data point is marked as not material", leaves the report and the Excel import, and any open request on it is cancelled. **Mark as material** brings it back. | | **Data point** | **Add public note** | A rich-text note under the data point that is "also visible in the report" – the place to explain a method or an outlier. (Numbers, dates and choices only.) | | **Data point** | **Erase content** | Clears the value. It is saved immediately – and you can get it back from the **Change log**. | Menu items depend on your role and on the data point: reporters see the request and Excel groups for their own requests, viewers see **View detail** and **Change log**. ## Fill in a value Type or pick, and the disclosure page saves for you – watch the header go **Unsaved changes → Saving… → Saved at HH:mm**. There is no Save button ([why, and what to do when saving fails](/working-with-your-data/autosave-and-coediting.md)). Enter numbers in the unit you have – SmartHead converts; percentages are typed as 55 and stored as 0.55.
The kinds of data point and how each one behaves | Kind of data point | How it looks | Good to know | | --------------------------------- | ------------------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------ | | Number with unit | value + unit dropdown (t, GJ, thous. €, …) | Enter in the unit you have; SmartHead converts to the base unit for calculations and exports. | | Percentage | 55 | Shown as 55 %, stored as 0.55 – relevant when you read exports. | | Yes / No, choice, multiple choice | radio buttons, dropdown, checkboxes | Some answers reveal or hide further data points. If a hidden one already has data or a request, SmartHead asks before hiding it. | | Date | date picker | – | | Text | short field or rich-text editor | Rich text takes formatting, links, images and tables, up to 10 000 characters (counter under the editor). | | Table | rows with value, unit and share | Rows can be split by breakdowns (below). Rows that come from the GHG calculator show a calculator icon and are read-only. | | Calculated | grey value, "Calculated result" | Computed from other data points or disclosures; a source hint links to where the inputs live. Recomputed when the disclosure is opened or saved. |
## Split a value by site, country or gender Open the row's **"…"** menu › **Split using template** (one row) or **Split all using template**. Pick a **Predefined** breakdown (Country, Gender, Energy source, Scope 3 category, …) or one of your **Own** ones. Splits can be nested – gender, then country – and SmartHead keeps the totals in line: "Breakdown total … is not matching the first breakdown" tells you when they don't. ![row "…" menu with the Split using template submenu, headings Predefined and Own](https://2593582272-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxT5TFLiwBWeM9d0fDydH%2Fuploads%2FRN93QWr8QcNr1nwzTWfd%2Fdatapoint-5.png?alt=media) Full story, including removing entries and the **Manage breakdowns** link: [Breakdowns](/working-with-your-data/breakdowns.md). ## Chart it **Add visualization** opens a drawer: chart type, which breakdown is the lead axis (**Display chart by**), relative values, custom scale, a description. The chart appears under the data point **and in your PDF/Word report**; **Export to PNG** gives you the picture for a slide. Details: [Charts: add a visualization](/working-with-your-data/visualizations.md). ![Add visualization drawer on the GHG data point](https://2593582272-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxT5TFLiwBWeM9d0fDydH%2Fuploads%2FjWsozp5jtRWAsw9v42ml%2Fdatapoint-6.png?alt=media) ## Hand it to someone {% stepper %} {% step %} ### Create the request Click **+** (or **"…"** › **Assign request**). Choose the **Request type** – **Task** (someone fills it in), **Approval** (someone signs it off) or **Access-only** (someone may read it) – then **Select user**, a **Due Date** and an optional comment. {% endstep %} {% step %} ### They get an email and an inbox entry The assignee finds the data point on their **Requests** page, fills it in and clicks **Complete**. The status goes **To do → In progress → Submitted**. {% endstep %} {% step %} ### You approve or reopen As the requester you see **Approve** or **Reopen and assign** on the data point. Approved means **Validated**. {% endstep %} {% endstepper %} Do the same for many data points at once: hover a data point, tick its checkbox, tick more, then **Assign requests** in the blue bar. **More** holds **Reassign requests**, **Cancel requests**, **Cancel approvals**, **Mark as material** / **Mark as not material**. ![bulk bar "1 datapoints selected" with Assign requests and the More menu open](https://2593582272-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxT5TFLiwBWeM9d0fDydH%2Fuploads%2FZIdFXsD7h5F1Aycp9kyI%2Fdatapoint-4.png?alt=media) {% hint style="info" %} **Upcoming:** with **Several users on one data point** turned on in ESG settings, you can assign one data point to several people at once; each gets their own request and the data point is done when all of them complete. Confirm the release date with SmartHead before relying on it. See [Several users on one data point](/team-collaboration/parallel-work.md). {% endhint %} ## Discuss, prove, trace * **Comments** – the thread stays with the number; every participant is emailed "Added new comment". * **Attachments** – evidence next to the value; the disclosure list shows **Contains attachments**. * **Change log** – every change with author and time; **Restore these changes** brings an older value back. * **Public note** – explanation that goes into the report; **Private note** (at the bottom of the disclosure) stays with administrators. ![the request drawer on the Comments tab, with Task card, Assignee, Users with access](https://2593582272-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FxT5TFLiwBWeM9d0fDydH%2Fuploads%2FpF9aEeaAcDefK9qwwYdW%2Fdatapoint-3.png?alt=media) More in [Notes, attachments and change log](/working-with-your-data/notes-attachments-change-log.md). ## Share with an auditor without inviting a reporter **"…"** › **Give viewing access** adds read-only access for chosen users to this data point only (the whole disclosure: header **"…"** › **Give viewing access to disclosure**). They see it under **Shared with me** on their Requests page. See [Viewing access for auditors and managers](/team-collaboration/viewing-access.md). ## Excel for one data point **"…"** › **Export to XLSX** gives a workbook with the data point's rows; fill or paste, then **Import from XLSX** on the same menu shows a preview ("Will be changed", "Not in the file – kept") before anything is saved. Reporters can do this for data points they have a request on. See [Import from Excel](/export-import-reports/excel-import.md). ## GHG rows On GHG data points (ESRS E1-6, Revised ESRS E1-8, VSME B3/C3) each row has a small calculator icon after the unit. It opens the row calculator with emission factors and sources; the row value then comes from the sources and is read-only here. See [Calculate a row](/ghg-emissions-co2-calculator/calculator-drawer.md). On these disclosures the **"…"** menu of the page also offers **Share all GHG emissions on Finstat**. ## In a parent profile {% hint style="info" %} **Upcoming:** in the parent profile of a group, each data point also shows a **Consolidate** button, a lock icon when the value comes from consolidation ("…choose 'Enter manually' in the menu") and a progress bar "● 4 of 4" for subsidiaries with a value. Confirm the release date with SmartHead before relying on it. See [Consolidate data points and disclosures](/consolidation-group-of-companies/consolidate-datapoint.md). {% endhint %} ## Tips * An **Updated HH:mm** badge on a data point means a colleague changed it while you had the page open; SmartHead merged it in. If you both changed the same one, it asks **Keep my version** / **Use their version**. * Use **Mark as not material** instead of leaving a data point empty – the report and your auditor then know it was a decision, not an oversight. * Erased something by mistake? **"…"** › **Change log** › **Restore these changes**. * For a 200-row breakdown, don't type: **Export to XLSX**, paste, **Import from XLSX**. * The **Guidance** button in the page header shows the standard's requirement for the disclosure you are on – no PDF hunting. ## Related {% content-ref url="/pages/TT1a5aqHeSm5a5m5Y68b" %} [The disclosure page](/working-with-your-data/disclosure-page.md) {% endcontent-ref %} {% content-ref url="/pages/30BqAhBYGLPXPn5VOMlp" %} [Assign, delegate and complete requests](/team-collaboration/assign-requests.md) {% endcontent-ref %} {% content-ref url="/pages/5AlSzDbQv17oUlW9LUNX" %} [Statuses explained](/working-with-your-data/statuses.md) {% endcontent-ref %} {% content-ref url="/pages/ZXRawxQhAaunEfuoqtEr" %} [Calculate a row: emission factors and sources](/ghg-emissions-co2-calculator/calculator-drawer.md) {% endcontent-ref %}