Use the External page to manage Climatiq provided factors. Factors can only be downloaded if sources are assigned on the Factor Sources page. External factors cannot be edited and can only be removed from the External Factors page if the corresponding source is unassigned in Settings > Factor Sources. See Factor Sources.
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To check the API Data Version, click the Check Version button.
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To update outdated data, click the Get Latest button.
NOTE: This icon cannot be selected if the data is already updated to the latest version.
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To assign factors to factor groups, click the Add to Group button. See Assign Factors to Factor Groups.
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To view updated factor values, click the Audit button.
Update Factors
The current data version number is displayed above the Factors grid. If factors need to be updated to the current version, when you select the Factors tab, a slide-out panel displays prompting you to update factors to the latest version.
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To update factors, click the Update button.
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To delay factor update, in the Snooze until field, use the calendar pop-up to select a date for factor update and click the Close button. The update notification will not display again until that set date.
To check that the factors are up to date, click the Check Version button.
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If the data is up to date, the Update Climatiq Factors with Latest Version icon will be greyed out.
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If the data is out of date, you will be prompted to update your data to the latest version. Click the Get Latest button to update factors.
NOTE: Factors can only be updated if sources are assigned in Settings > Factor Sources.
To view all updated factor values, click the Audit button. A slide-out panel is displayed showing the previous value and the updated value for each factor. If an existing factor assigned to a factor group was removed, the Removed Factors Audit grid will display all factor groups the factor was removed from.
NOTE: If an existing factor assigned to a factor group has been replaced by a new factor, the new factor will link to the same factor group.
External Factor Filters
The Factors grid does not populate until you click the Search button. Use the filters to select a category, source, sector, and region from the drop-down menus.
NOTE: Selecting a filter from one category filters down the options in the other available filters. For example, if a user selects a region first, the Source, Sector, and Category filters only display results available in that region.
