Hi Tiarnan,
That’s a fantastic detail! You’re right to question the filter on the Planning Worksheet. The filter failing points to a deeper data setup issue, it’s likely related to your Item Card or Planning Parameters, not the filter itself.
Regarding the AI module you mentioned, while that’s something we can certainly train in the future, for this specific visibility problem, the data foundation must be rock-solid first.
We are at the point where simple troubleshooting via email is over. Let’s schedule a quick call. If you share your screen for just a few minutes, I can instantly pinpoint the setup issue and confirm how to proceed with the Dimension solution. Also, can you please let me know which legacy system you are working?
Are you available for a quick chat later this week?