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2014 / 2020 Categorisation
Dataset
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*** 03/2020 - The Commission's COVID-19 response in 2020 involves encouraging reprogramming unallocated EU budget towards the COVID-19 health response and support to the economy, particularly through supporting SMEs and workers. Check out these data stories based on this dataset:
- HEALTH: https://cohesiondata.ec.europa.eu/stories/s/In-profile-cohesion-policy-improving-health-servic/qyuv-h9j2
- SMEs: https://cohesiondata.ec.europa.eu/stories/s/An-Economy-that-works-for-people-Cohesion-Policy-s/n4ee-2h83
***NEW*** 12/2018 - 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*** 12/2018 - 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.
Tags health infrastructure 2014-2020 categorisation intervention field form of finance and 33 more
API Docs
Updated
March 1 2021
Views
9,306

2014 / 2020 Categorisation
Dataset
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”.
Tags risk prevention floods fire communciation form of finance and 32 more
API Docs
Updated
April 23 2021
Views
5,355

2007 / 2013 Categorisation
Dataset
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.
The values at the moment of closure of the period 2007-2013 are provided in this dataset: https://cohesiondata.ec.europa.eu/2007-2013/ESIF-2007-2013-categorisation-raw-data-from-closur/qt3c-wiyg
Each row presents a volume of EU support allocated to a categorisation dimension codes. The programme documents only provided planned financial information on three dimensions, namely;
- Priority themes (actions supported)
- Form of Finance (grants, loans, etc.)
- Territorial context (urban, rural, etc.)
The full 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
Information on the last two dimensions was not provided in the programmes but only in the annual reporting.
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 allowing to look re-progamming.

More background information on the categorisation system 2007-2013 is available here: http://ec.europa.eu/regional_policy/en/policy/evaluations/data-for-research/
Tags energy transport urban transport labour market form of finance and 25 more
API Docs
Updated
May 23 2020
Views
1,052

2007 / 2013 Categorisation
Dataset
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
Tags categorisation erdf priority theme territorial dimension form of finance and 7 more
API Docs
Updated
April 23 2021
Views
828