Roadmap audit trail download

This article explains how to download and use the Roadmap Audit Trail file to verify portfolio calculations, understand data gaps, and trace roadmap values back to individual asset contributions. It is one of four articles covering the Roadmap Tool:

Verify aggregation accuracy — manually check that portfolio-level values correctly reflect individual asset contributions. Year alignment across all sections makes it straightforward to write Excel formulas comparing totals to asset-level sums.

Understand data gaps — identify which years have actual reported data versus predictions, and review coverage percentages to assess the reliability of projections.

Investigate specific values — trace unexpected portfolio-level metrics back to individual asset contributions to identify which assets are driving the result.

Debug filter behaviour — see exactly which assets are excluded when filters are applied and understand the reason for each exclusion.

Support documentation and assurance — provide detailed backup showing the calculation methodology behind portfolio roadmaps, useful for external review, sustainability reports, and audit processes.

The downloaded file is named with your portfolio name, target type, and reporting year — for example: 2025-global-portfolio-roadmap-audit-energy-intensity-kwhsqm-2025.xlsx

Tip Download separate audit files with different filters applied to compare how portfolio composition affects roadmap trajectories — for example, all assets versus only assets in a specific country or property type.

The file contains two sheets: Meta-data and Roadmap Audit.

Meta-data sheet

Records processing context at the time of download:

Roadmap Audit sheet

The main data sheet, organised into three sections with years running horizontally across columns (2015–2050).

Section 1 — Aggregated targets (rows 1–5)

Portfolio-level target pathway values for every enabled pathway, by year. These correspond to the pathway reference lines visible in the roadmap charts.

Section 2 — Aggregated predictions (rows 6–13)

Portfolio-level actual and predicted performance, including:

Section 3 — Individual assets (row 14 onwards)

One section per asset, containing year-by-year data for:

Where filters are active, excluded assets are listed with the reason for exclusion.

Year alignment

All three sections use the same year columns. This makes it straightforward to write formulas summing asset-level values for a specific year and comparing them to the portfolio aggregate in Section 2.

When filters are active at the time of download, the audit file reflects the filtered portfolio subset:

Exclusion reasons include Country (asset doesn't match the selected country) and Status (asset is marked as inactive).

Tip Use the exclusion list to verify that your filtered roadmap is aggregating exactly the assets you expect. This is particularly useful when investigating why a filtered portfolio view differs from the unfiltered result.

Verify aggregation — use Excel's SUM function to add asset-level values for a specific year and compare to the portfolio aggregate in Section 2. Ensure your range covers only non-excluded assets.

Identify data quality issues — review the Data Coverage (%) rows to see where historical data is incomplete. Low coverage percentages indicate years where predictions may be less reliable.

Trace unexpected results — sort asset-level data by a specific year column to identify outliers or assets with unusual values driving the portfolio result.

Compare scenarios — download audit files with different filters applied and compare them side by side to understand how portfolio composition affects the roadmap trajectory.

Aggregated values don't match when I sum assets → Check that your formula range covers only non-excluded asset rows and that you are using the same year column across all sections. Excluded assets should not be included in the sum.

Coverage percentages are low for recent years → This is expected if assets have not yet reported data for those years. Low coverage does not prevent roadmap generation but reduces the reliability of predictions for those years.

Can't find a specific asset in the file → Check whether filters are active. The audit trail only includes assets that pass the active filter criteria. Review the exclusion reasons in the file to confirm why the asset was filtered out.