Purpose of this article
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.
What's included in the file
The audit trail contains three main sections with year-aligned columns for easy verification:
Aggregated targets
Portfolio-level target pathways (the blue lines in roadmap charts) for every enabled target, with years aligned horizontally.
Aggregated predictions
Portfolio-level predictions (the red lines in roadmap charts) including:
- Actual data with coverage percentages
- Predicted future performance
- Upper and lower confidence bounds
Individual asset roadmaps
Detailed data for each asset:
- Asset-level targets for enabled pathways
- Actual and predicted performance by year
- Data coverage percentages
- Active floor area and gross floor area
- Asset metadata (property type, country, climate zone)
- Exclusion reasons when filters are applied
When to use this file
Verify aggregation accuracy
Manually check that portfolio-level values correctly sum individual asset contributions. Year alignment makes it easy to write Excel formulas comparing totals.
Understand data gaps
Identify which years have actual data versus predictions. Review coverage percentages to assess confidence levels.
Investigate specific values
Trace unexpected portfolio-level metrics back to individual asset contributions to identify which properties drive the result.
Debug filter behavior
See exactly which assets are excluded when you apply filters and understand exclusion reasons.
Support client questions
Provide detailed backup documentation showing calculation methodology behind portfolio roadmaps.
How to download the audit trail
- Navigate to any Roadmap chart in Analytics Portal
- Apply any filters you want (the audit trail reflects active filters)
- Click the Download Audit button on the chart
The file is named with your portfolio name, target type, and reporting year (e.g., 2025-global-portfolio-roadmap-audit-energy-intensity-kwhsqm-2025.xlsx).
Understanding the file structure
Meta-data sheet
Contains processing information:
- Date and time of processing
- Portfolio name
- Reporting year
- Target type
- Active filters (if any)
Roadmap Audit sheet
The main sheet with all data, organized in sections:
Section 1: Aggregated Targets (rows 1-5)
Target pathways your portfolio has enabled, with portfolio-level target values by year.
Section 2: Aggregated Predictions (rows 6-13)
Portfolio-level actual and predicted performance, including data coverage percentages and confidence bounds.
Section 3: Individual Assets (row 14 onwards)
One section per asset containing:
- Actual and predicted energy/carbon intensity by year
- Data coverage percentages
- Active and gross floor area
- Target pathways (CRREM 1.5°C, 2°C, etc.)
Year alignment
All years appear in the same columns across sections, making it simple to:
- Write formulas summing asset-level values to verify aggregated totals
- Compare actual versus predicted data for specific years
- Check coverage percentages alongside performance values
Working with filters
The audit trail reflects active filters
When you apply filters before downloading:
- Only includes assets passing filter criteria
- Shows aggregated values for the filtered portfolio subset
- Lists excluded assets with exclusion reasons
Exclusion reasons
The file shows which filter caused each asset to be excluded:
Country— asset doesn't match the selected country
Status— asset is marked as inactive
- When multiple filters apply, the first failing filter is shown
Verifying filtered results
Manually verify that aggregated values only include assets that weren't excluded, helping you understand exactly what contributes to your filtered roadmap.
Tips for using the file
Verify aggregation formulas
Use Excel's SUM function to add up asset-level values for a specific year and compare to the portfolio aggregate.
Identify data quality issues
Check 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 to identify outliers or assets with unusual values driving the result.
Support evidence requests
When clients ask "how did you calculate this?", the audit trail provides complete documentation of every asset's contribution.
Compare scenarios
Download audit trails with different filters applied to compare how portfolio composition affects roadmap trajectories (e.g., "all assets" vs "only European assets").
Technical notes
Data types in the file
- Actual data: Historical reported values from your assets
- Predicted data: Modelled future performance based on historical trends
- Targets: Science-based decarbonization pathways (CRREM, etc.)
Year ranges
The file typically includes data from 2015 through 2050, though available actual data depends on your portfolio's reporting history.
Active floor area
The audit trail uses active floor area (occupancy-adjusted) for intensity calculations, matching the methodology in your roadmap charts.
Troubleshooting & common mistakes
- Aggregated values don't match when I sum assets → Ensure you're filtering to only non-excluded assets and using the same year columns across all sections. Check that your SUM formula range matches the exact rows containing asset data.
- Coverage percentages are low for recent years → This is expected if assets haven't reported data for those years yet. Low coverage reduces prediction confidence but doesn't prevent roadmap generation.
- Can't find a specific asset in the file → Check if filters are applied. The audit trail only includes assets passing active filter criteria. Review the exclusion reasons in the file to see why an asset was filtered out.