Hi all,
I hope you doing well and Safe,
I am trying to create a Flow to copy all planner tasks details into a sharepoint list(in order to create a Power BI dashboard), but without no success,
Solved! Go to Solution.
Hi @Anonymous ,
If so, I think the Export plan to Excel is the best option since you could use the data as the Data source to create the Power BI report.
Use format as table to format the data in the Excel sheet.
You can replace the exported Excel file in OneDrive regularly, and then the data can be refreshed regularly.
I think the above option is more suitable for your needs.
In addition, if you want to get Assigned to and Bucket name, please refer to the method below.
If you want to get Description, please use Get task details action and currently we cannot get Priority.
Anf this is the completed Time:
Best Regards,
Hi @Anonymous ,
If you want to monitor changes of the task, I am afraid that we could not achieve it depend on the existing triggers in the Planner task connector.
Please try to create the following three Flows to achieve your needs.
Similarly, you also need to use Task id to filter the eligible items and update them.
So the key point is Task id, you need to create a column(single line of text) in the list to record task id.
Hope this helps.
Best Regards,
Thanks for you support, partially working,
the challenge is when task is created not all the tasks details pulled in, for example:
Hi @Anonymous ,
If so, I think the Export plan to Excel is the best option since you could use the data as the Data source to create the Power BI report.
Use format as table to format the data in the Excel sheet.
You can replace the exported Excel file in OneDrive regularly, and then the data can be refreshed regularly.
I think the above option is more suitable for your needs.
In addition, if you want to get Assigned to and Bucket name, please refer to the method below.
If you want to get Description, please use Get task details action and currently we cannot get Priority.
Anf this is the completed Time:
Best Regards,
Thanks for your reply, I agreed with the Excel approach,
is there any chance to have the Flow do that:
Kind Regards
Magdy
Hi @Anonymous ,
I think you do not need to use Flow to update task details, you only need to export the task to Excel directly again.
Best Regards,
Thanks for the reply,
So there Isn't a way to automate the idea/solution?
Regards
Magdy
Hi @Anonymous ,
I am afraid that we could not export tasks automatically by Power Automate.
Best Regards,
Hi
Would it be possible to use desktop power automate to create the export action ?
thanks in advance
Will
Hi Barry,
I am trying to update a SharePoint person column on completion of the planner task with who the task was assigned to. I followed the directions above, but it doesn't seem to work - are you able to provide some updated advice as i notice this was from a couple of years ago
Hi, I had the same though as you did before, and still researching on solutions.
However, Thanks to Youtube video posted by Christine Payton, I did managed to create following scheduled cloudflow to backup my planner data into a JSON file on daily basis. I posted the youtube link here for your reference: https://www.youtube.com/watch?v=q7bkWpVczz0&t=930s
And, here's how the flow looks like:
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