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 · Episode 6
2:16 min

Not everything in a planning sheet is a number that changes every month. Owners, dates, statuses and names belong to the row, not the time period - and that is what a visual column is for. We tidy the view first (column grand total off, filtered to 2026), then add a Person column renamed to Country Manager, with input allowed in both read and edit mode. Assign a user to China, copy that name to all rows in China, and confirm it does not bleed into any other country.


Part of Planning · Season 1

The Introductory Voyage

The end-to-end first run. Stand up a Plan work item, point it at a semantic model, and build a Planning app people can actually type into, measures, notes, comments, formatting and roll-ups included.

View all 10 episodes
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