In this situation, which two actions should you take?

You need to create a workbook to allow users to manage their demand forecast by product, customer region, and distribution site. You also want to simplify user controls and use hierarchies to allow each user to make several selections in the same hierarchy.

In this situation, which two actions should you take? (Choose two.)
A . Select Part as the basis for workbook filtering.
B . Disable the default Site filter.
C . Enable the Include hierarchy columns option.
D . Ensure a Hierarchy is available for users to select regional distribution sites.

View Answer

Answer: C D

Explanation:

To manage the demand forecast effectively while simplifying user controls, enabling hierarchy columns would allow users to make selections across different levels of the data hierarchy in one go. For instance, if a user wanted to select a particular product for a specific customer region and distribution site, they could do so without navigating through multiple filters. Additionally, having a hierarchy available for users to select regional distribution sites will allow them to filter data based on their particular region, which aligns with the management of demand forecast by customer region and distribution site. Disabling default filters that are not relevant to the users’ needs can also simplify the user experience but is not specifically mentioned in the given options.

ReferencesThe guidance is based on Kinaxis RapidResponse workbooks best practices, which suggest using hierarchies for filtering to simplify user experience and enable efficient data navigation, as documented in the RapidResponse Author Level 3 training resources.

References:

Kinaxis RapidResponse documentation highlights the importance of using hierarchies to simplify user controls and enhance data management within workbooks1.

The Certified RapidResponse Author Level 3 badge details the skills required to create and edit various types of complex workbooks, which includes managing hierarchies effectively2.