Forum Discussion
How to automate Planner and integrate it with Power Bi
Lets say on my work i have to do the same exact activities, one after another and my boss wants to assign those tasks to my team through Microsoft Teams, how can i make like a sample tasks that i jus...
I would like to have access to planner data's from within PowerBI.
Indeed, I would like to manage my teams achievements, risks and issues on a regular basis, in order to promote the tasks we fulfill.
Indeed, I would like to manage my teams achievements, risks and issues on a regular basis, in order to promote the tasks we fulfill.
- You need to export the Planner data to SharePoint or OneDrive so you can establish it with PowerBI dashboard. However there is no direct way as of now, you need to depend on third party apps for now, to export the Planner data to Excel in regular intervals so the PowerBI dashboard will be automatically refreshed.
HiSanthoshB1 ,
Is there a method to automated export data to excel.
- Hi, yes it is possible using Apps4.Pro Automate app. This app will create schedules to run at regular intervals for all selected plans.
You can achieve this using Flow. Use Flow to push the data from Planner into SharePoint lists (one for plans, one for boards and another for tasks) - then report in Power BI on those lists.
This works fine for me - and I have a scheduled timer trigger updating every 30 mins so the reports are up to date at all times. Just remember to pull in 3 lists and reference them in your model and it works fine.
Hope this helps.
