From Planner to Excel 02-24-2022 04:57 AM - last edited 02-24-2022 04:58 AM

[yashag2255]

Here, I am sharing a flow setup that can be used to export tasks related data from a planner plan to Excel. This includes data like the categories applied to a task, notes on the task, completion percentage, assignments etc.

This flow basically gets you all the data from planner. You can setup separate flows to clean up the excel before a new import from planner to make the system more self maintained.

[365Viking]

Excellent material Yash, I am quite sure that there are many people out there that will benefit from this Automation.

Keep up the great work my friend.

[Anonymous]

im having a little issue with this block 

the get plan details options eems to be missing a piece of data being passed to it ? any help would be super appreciated! 

[mag_95]

Hi sullivan,

Have you found a solution for this?

Br

[LinLin]

This is really good. I have tried it and it works well. I have tried to get a solution in place and got so many rows. But with this solution I get One row per task.

One thing I have tried to do, I use the checkboxes with Approved and not approved.

I would like to know which checkbox was filled in my export. 

Do you know if this is possible to add here?

Thank you.

[Anonymous]

Thanks, this is great!! However, I am having some issues with the "late" set variable. I get following error: "Unable to process template language expressions in the "Set_variable" action entries in line "1" and column "42029": "The template language function "greater" expects two parameters of matching types. The function was invoked with the values of type "Null" and "String" that do not match." 

Does anyone have a solution for this error? 

Thanks and regards,

Erick

[ningchen88]

Thank you very much! Your flow package really saved my life! By using this flow package, I was able to push most of the planner information to my excel file. However, I was not able to get the priority information. That column is just empty. If possible, could you tell me how can I solve this problem? 

[Phoebe179]

Hi Yash, thank you very much for the flow. It works well for me! My organization need the flow that can update data from planner to excel in real time and for all plans in same Team Group (I bet we can by using schedule 1min). We want to link Ms Planner data to Power BI for reporting purpose. Will you be able to support create the flow please? It is no problem to provide me quote if you need extra hour working on this. I really need your help if you can. Thank you very much!  

[camara]

Hi Yash, I am stuck on this step.. do you the Excel Sample file handy... or does anyone have one they can share?

Many thanks in advance... 

Regards, Carlos

[grahamleigh]

Hi Carlos,

try this.