From Planner to Excel 08-03-2023 07:44 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.

[jrbrown3]

Hi Yash,

Trying to import the package is failing with the following error. It sounds like it can't find a resource it is looking for. However, I cannot edit the flow because the import fails. Thoughts?

Thanks, 

- J.R.

Error:

Flow save failed with code 'DynamicOperationRequestClientFailure' and message 'The dynamic operation request to API 'excelonlinebusiness' operation 'GetTable' failed with status code 'NotFound'. This may indicate invalid input parameters. Error response: { "status": 404, "message": "Item not found\r\nclientRequestId: d5222d06-7c87-4361-bb45-82826d59cbba\r\nserviceRequestId: 47bd0c33-4bb5-42ca-91d7-2be4758e6066", "error": { "message": "Item not found" }, "source": "excelonline-eus2.azconn-eus2-003.p.azurewebsites.net" }'.

[mprice0330]

I am getting an error when trying to import.. Looks like the Power Automate updates have caused this to not work anymore

[mprice0330]

The solution file is invalid. The compressed file must contain the following files at its root: solution.xml, customizations.xml, and [Content_Types].xml. Customization files exported from previous versions of Microsoft Dynamics 365 are not supported.

[kanupindi]

Hi @yashag2255 , this is very helpful! Thank you very much! Great job on this one! 🙂

[kanupindi]

Hi @yashag2255 , I had a question - how can we add a functionality or a condition that will not allow inserting duplicate values into an excel file? We want this automated flow to run once or twice a week, but looks like it adds the same rows each time it runs. Any help would be appreciated. Thank you!

[Mohan2108]

Hi @yashag2255,

Thanks for this flow, It works quite well. But I need small changes in this.

1. I want to export all Plan Id data from planner to excel.

2. The given flow is only adding tasks to excel, But all so I need update a row when is there any changes is done for existing tasks. Example: priority status or progress status might change after few days.

Could you please help me with this.

Thank you.

[Temirlan]

did you solve the problem?

[Temirlan]

i have this issue to? did you resolve it?

[Mgmt049]

Modify the final "apply to each" loop that writes to the Excel sheet.  For that action, instead of looping through the Buckets, modify that action to loop through each TASK.  Please see attached screenshot.

[Temirlan]

Hi! Could you help me to package, I have issue in package