The tracking of biodiversity relevant investments is possible using the cohesion policy monitoring system.

#DYK? climate action is supported with major EU investments

This dataset provides the raw cumulative categorisation data on the projects selected for support as reported in the 322 ERDF/CF programme annual Implementation reports (AIR) as at end 2014. The dataset is not a final picture of what was financed during 2007-2013. Closure of the period 2007-2013 will be finalised later in 2017.

Each row presents a volume of EU support allocated to selected projects along with a combination of categorisation dimension codes. The Categorisation information system 2007-2013 was composed of 5 dimension providing information on:
- Priority themes (activities supported)
- Form of Finance
- Territorial context
- Location (NUTS codes)
- Economic Dimension

This raw data is of interest because it allows cross analysis of the different dimensions to answer questions such as:
- Which industries were supported under enterprise support measures? - (Comparing Priority themes vs Economic dimension)
- What sectors benefited from support to research activities
- What form of finance was used to deliver support to energy efficiency measures? - (comparing form of finance vs Priority theme)

More background information on the categorisation system 2007-2013 is available here: http://ec.europa.eu/regional_policy/en/policy/evaluations/data-for-research/

The categorisation system for Cohesion Policy Funds 2014-2020 (ERDF, ESF and Cohesion Fund) foresees 123 Intervention Field codes for the actions or activities financed by the three Funds. The planned allocation to those codes provide detailed thematic / sectoral information on the planned investments by theme.

The planned financial allocations are to be found in this dataset https://cohesiondata.ec.europa.eu/dataset/ESIF-2014-2020-categorisation-ERDF-ESF-CF/9fpg-67a4

This lookup dataset maps the 123 intervention field codes to higher level "cross cutting" themes such as "climate change", "innovation" "enterprise support" and others combinations. It provides the Commission"s recommend list of codes to be used when assessing the financial allocations to these cross cutting themes.
The dataset also identifies the codes that are taken into account for the tracking of Climate change action along with the weightings applied.

This dataset provides the raw cumulative categorisation data on the projects selected for support as reported in the 322 ERDF/CF programme final implementation reports (FIR) as presented in the closure documeantation. The dataset is the best approximation of thematic content of what was financed during 2007-2013.

Each row presents a volume of EU support allocated to selected projects along with a combination of categorisation dimension codes. The Categorisation information system 2007-2013 was composed of 5 dimension providing information on:
- Priority themes (activities supported)
- Form of Finance
- Territorial context
- Location (NUTS codes)
- Economic Dimension

This raw data is of interest because it allows cross analysis of the different dimensions to answer questions such as:
- Which industries were supported under enterprise support measures? - (Comparing Priority themes vs Economic dimension)
- What sectors benefited from support to research activities
- What form of finance was used to deliver support to energy efficiency measures? - (comparing form of finance vs Priority theme)

More background information on the categorisation system 2007-2013 is available here: http://ec.europa.eu/regional_policy/en/policy/evaluations/data-for-research/

A version of this data as at the end of 2014 was previously published here: https://cohesiondata.ec.europa.eu/2007-2013/2007-2013-ERDF-CF-Categorisation-Projectselection-/b5xq-38ds

The planned categorisation amounts under certain dimension were also published in dataset for end-2008 and end-2015 : https://cohesiondata.ec.europa.eu/2007-2013/SF-2007-2013-Categorisation-Planned-2008-and-2015/x2d8-jjj2

This file contains categorisation data from the ERDF/ESF/Cohesion Fund programmes and in particular it **COMPARES PLANNED AMOUNTS TO IMPLEMENTED INVESTMENTS**.
The data will be updated regularly to reflect updated information transmitted. The implementation values are reported once a year by the 350+ programmes at end January. This dataset contains data to end-2016 and end 2017. As the data is cumulative the **ANNUAL VALUES SHOULD NOT BE AGGREGATED *** but may be compared to see progress.

The planned data is provided in tables one for each priority axis (investment pillar) of each programme. The categorisation systems is defined in Implementing Regulation 215/2014 with 8 dimensions in total - http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014R0215.
These dimension represent different ways of categorising the nature of the EU support (i.e. the intervention (activity) field, the form of finance, the territorial context, etc.).
In the programme documents only 4 dimensions were encoded for ERDF/ Cohesion Fund while 5 dimensions were encoded for ESF and can be found in the dataset. Data on 3 other dimensions is only provided in the implementation reports - Location, Economic Dimension, ERDF/CF Thematic Objective - and therefore there is no planned amount to compare. In analysing the content of the dataset **THE DIFFERENT DIMENSIONS SHOULD BE ANALYSED SEPARATELY AS OTHERWISE DOUBLE COUNTING OF FINANCIAL AMOUNTS WILL OCCUR**.
This information note provides more detail on the categorisation system 2014-2020: http://ec.europa.eu/regional_policy/sources/docgener/informat/2014/guidance_categorisation_climate_en.pdf

A second dataset found here - https://cohesiondata.ec.europa.eu/EU-Level/ESIF-2014-2020-Categorisation-Crosscutting-Themes-/xns4-t7ym - provides a lookup table for understanding how the Commission uses the intervention field codes to look at cross cutting issues such as investments in "innovation", "enterprise support", etc. That lookup dataset also has the "climate change tracking" weightings and a similar weighting system for "biodiversity tracking".

This file contains "categorisation data" from the ERDF/ESF/Cohesion Fund programmes as adopted (including modifications). The data is in current prices. It is regularly updated to reflect reprogramming notified by the programmes.

The data is provided in tables, one for each priority axis (investment pillar), for each specific programme. The categorisation system is defined in Implementing Regulation 215/2014 with 8 dimensions - http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014R0215.
These dimension represent different ways of categorising the nature of the EU support (i.e. the intervention (activity) field, the form of finance, the territorial context, etc.).
In the programme documents only 4 dimensions were encoded for ERDF/ Cohesion Fund while 5 dimensions were encoded for ESF and can be found in the dataset. In analysing the content of the dataset the different dimension should be analysed separately - **NEVER AGGREGATE VALUES ACROSS DIMENSIONS** as otherwise double counting of the financial amounts will occur.

A second dataset found here - https://cohesiondata.ec.europa.eu/EU-Level/ESIF-2014-2020-Categorisation-Crosscutting-Themes-/xns4-t7ym - provides a lookup table for understanding how the Commission uses the intervention field codes to look at cross cutting issues such as investments in "innovation", "enterprise support", etc. That lookup dataset also has the "climate change tracking" weightings and a similar weighting system for "biodiversity tracking".

The Intervention field dimension is the most complete of the the different dimensions in terms of financial coverage. (NB although the SME initiative programmes were not asked to provide categorisation tables, because of simplified programming requirements, they have been manually added by DG REGIO.)

The total investments under other dimension may vary for different reasons (i.e. Technical assistance priority axes are not encoded in all dimensions, etc.)

If downloading, check the format of financial amounts and where necessary change your regional settings and default formatting in your chosen software. You can check the results of your aggregation of the financial data by comparing results with the pre-formatted charts profiled on this metadata page under “featured content”.

This file contains categorisation data from the ERDF/ESF/Cohesion Fund programmes and in particular it compares **PLANNED AMOUNTS TO IMPLEMENTED INVESTMENTS**.
The data will be updated regularly to reflect updated information transmitted.

*NEW* CLIMATE AND BIODIVERSITY TRACKING: In December 2018 the calculation of amounts planned, decided and spend on categorisation codes (weighted 100% and 40%) for climate tracking and biodiversity tracking were added to the dataset to allow full transparency on how investment under these tracking systems are progressing. Specially designed charts providing visualisations on these tracking systems are linked to the dataset below.
*NEW* OPERATIONS (projects) SELECTED: Also in December 2018 the number of operations (projects) linked to each categorisation value reported by priority axis is reflected in the dataset. In many cases programmes provide detailed categorisation information, reporting more than one intervention field code for a specific operation. While leading to more detailed thematic information it leads to multiple reporting of some operations.

TIMING AND FREQUENCY: The categorisation system implementation values are reported once a year by the 350+ programmes at end January. It is then published in this dataset towards the end of February. Thereafter the data is updated regularly to reflect the updated information transmitted by the programmes.
This dataset currently contains data to end-2016 and end- 2017. As the data is cumulative the **ANNUAL VALUES SHOULD NOT BE AGGREGATED *** but may be compared to see progress.

STRUCTURE OF DATASET: The planned data is provided in tables one for each priority axis (investment pillar) of each programme. The categorisation systems is defined in Implementing Regulation 215/2014 with 8 dimensions in total - http://eur-lex.europa.eu/legal-content/EN/TXT/?uri=CELEX%3A32014R0215.
These dimension represent different ways of categorising the nature of the EU support (i.e. the intervention (activity) field, the form of finance, the territorial context, etc.).
In the programme documents only four4 dimensions were encoded for ERDF/ Cohesion Fund while five5 dimensions were encoded for ESF and can be found in the dataset. Data on three3 other dimensions is only provided in the implementation reports - Location, Economic Dimension, ERDF/CF Thematic Objective - and therefore there is no planned amount to compare.
In analysing the content of the dataset **THE DIFFERENT DIMENSIONS SHOULD BE ANALYSED SEPARATELY AS OTHERWISE DOUBLE COUNTING OF FINANCIAL AMOUNTS WILL OCCUR**.
This information note provides more detail on the categorisation system 2014-2020: http://ec.europa.eu/regional_policy/sources/docgener/informat/2014/guidance_categorisation_climate_en.pdf

ANALYSING THEMATIC CONTENT AND PROGRESS: A second dataset found here - https://cohesiondata.ec.europa.eu/EU-Level/ESIF-2014-2020-Categorisation-Crosscutting-Themes-/xns4-t7ym - provides a lookup table for understanding how the Commission uses the intervention field codes to look at cross cutting issues such as investments in "innovation", "enterprise support", etc. That "lookup" dataset also has the "climate change tracking" and "biodiversity tracking" weightings.

This dataset provides the planned EU allocation to categorisation system codes as adopted in ERDF, CF and ESF programmes at the end 2008 and the end of 2015.

Each row presents a volume of EU support allocated to a categorisation dimension codes. The Categorisation information system 2007-2013 was composed of 5 dimension providing information on:
- Priority themes (activities supported)
- Form of Finance
- Territorial context
- Location (NUTS codes)
- Economic Dimension

The programme documents only provided planned financial information on three dimensions, namely;
- Priority themes (activities supported)
- Form of Finance
- Territorial context

This data is of interest because it allows an analysis of time of the planned use of the EU support by 3 different dimensions. I show the detailed changes in thematic allocation between 2008 and 2015.
More background information on the categorisation system 2007-2013 is available here: http://ec.europa.eu/regional_policy/en/policy/evaluations/data-for-research/