Level 300 Module 305 - Build the Planning Expansion - New Product Planning Based on Drivers

Shannon
Shannon Active Partner
10 Comments Level 300: Expanding Board in Your Organization First Anniversary Level 200: Building A Planning Solution in Board
in Academy

Planning Drivers Data View Object section: In step 6, the user is told to change the By Row set up and to remove data blocks "b" and "c"; yet step 8 refer to block "b". Because step 6 is to remove blocks b and c, I can not set the Filer on Value to block b.

The screenshot also references Planning Method and Product in the By Row area as well as having blocks a, b and c.

Please advise,

Shannon

image.png
image.png

Answers

  • Shannon
    Shannon Active Partner
    10 Comments Level 300: Expanding Board in Your Organization First Anniversary Level 200: Building A Planning Solution in Board

    For visibility, step 6 needs to be done on the Drill Down screen. It may be helpful to add that to the beginning of the step for clarification along with a screenshot such as the below, the current set up is confusing. I figured it out after walking through the functional testing.

    image.png

  • Snehal Barot
    Snehal Barot Employee
    Third Anniversary 10 Comments Name Dropper 5 Likes

    Hi Shannon,

    Many thanks for you feedback and glad you could complete the exercise! We will review the instructions behind Step 6.

    Best wishes,

    Snehal

  • Brooks Smith
    Brooks Smith Customer
    Level 300: Expanding Board in Your Organization Level 200: Building A Planning Solution in Board First Anniversary First Comment

    Thank you for posting the solution Shannon! This step had me completely confused until I found you post.

    Board - Please re-write this step to make it more clear! It is very confusing the way it is written.

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