What must occur for data filtering in a workbook with a hierarchy panel?

For data filtering to function effectively in a workbook with a hierarchy panel, defining site-specific parameters is essential. Site-specific parameters allow users to set the context for data they are analyzing within the workbook. This context ensures that data filtering can be accurately applied to the subset of data relevant to that specific site or user interest. By establishing these parameters, the hierarchy panel can interact seamlessly with the data sets, enabling precise filtering based on the predefined definitions. This targeted approach aids in optimizing data display and enhancing the user experience in navigating complex datasets.

While editing the report layout, enabling compatibility with visual analytics, and creating a custom dashboard are all important aspects of data presentation and analytics, they do not specifically address the functionality required for effective data filtering within a hierarchy context. They serve different purposes in the overall data management and visualization strategies, but without the proper site-specific parameters, the filtering mechanism would lack the necessary specificity to be truly effective.