Each field in the Model can reference one or more supporting documents. Numeric expected values from these documents can be used directly as inputs or incorporated into formulas.
How To
Select the field you want to configure and click Add Data Source.
Map the field to the relevant supporting evidence document(s).
📌 To unmap a document, go to the Data Sources tab at the bottom of the field drawer.If the evidence includes numeric expected values, you can reference them in formulas.
To insert an expected value in a formula, edit the formula, type
{, and select the field from the dropdown.Save your changes. The model will now use the mapped data as inputs for calculations.
Note: Fields can also be mapped to Documents from the Document itself in the the Model Fields tabs.
Batch-Level Calculations
When a field is mapped to batch-based documents, the platform automatically performs vector math at the batch level.
This means calculations are applied individually to each batch using the corresponding values from every mapped document.
Example
Document | Expected Value | Batch 1 | Batch 2 | Batch 3 |
Production Records | Weight (tons) | 5 | 3 | 4 |
Elemental Analysis | Tons of CO₂ per Ton of Product | 1 | 3 | 4 |
If your formula is: Weight * Tons of CO₂ per Ton of Product
The platform will calculate:
Batch 1 → 5 × 1 = 5
Batch 2 → 3 × 3 = 9
Batch 3 → 4 × 4 = 16
Treating a Batch Value as a Constant
Sometimes you may want to treat a batch value as a single constant instead of doing per-batch math. To do this, you can aggregate the batch values first (e.g., using SUM()).
Example
SUM({Weight}) * {Emission Factor}
In this formula:
{Weight}is a batch-level field (different for each batch).SUM({Weight})adds up all the batch values.{Emission Factor}is treated as a constant and applied to the total weight.
This approach is useful when you need a single calculation for the whole set of batches instead of individual batch-level results.
Filtering Batches by Date
You can filter batches within a formula using date-based logic, which allows you to include or exclude certain batches based on when they were produced relative to the monitoring period.
In the formula editor, you can reference:
{Monitoring Period Start Date}{Monitoring Period End Date}Any date field from a batch document (e.g.,
{Date Batch Produced})
To include only batches produced after the start of the monitoring period, you can use a conditional statement like:
({Date Batch Produced} > {Monitoring Period Start Date}) {Weight} * {Tons of CO₂ per Ton of Product}This will filter out batches produced before the monitoring period start date — only batches that meet the condition will be included in the calculation.
You can similarly filter based on the end date or combine conditions:
({Date Batch Produced} >= {Monitoring Period Start Date} ({Date Batch Produced} <= {Monitoring Period End Date}) {Weight} * {Tons of CO₂ per Ton of Product},Tips and Best Practices
Map fields only to documents that provide reliable data to prevent errors.
Use consistent naming conventions for fields and data sources to maintain clarity.
Regularly review mappings if supporting documents are updated or new documents are added.
Check that all numeric expected values are correctly referenced in formulas before running calculations.