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JOSE ANGEL HINOJOSA's avatar
JOSE ANGEL HINOJOSA
Copper Contributor
Jan 10, 2018

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...
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office 365
planner
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SanthoshB1's avatar
SanthoshB1
Bronze Contributor
May 15, 2018
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.
Dean_Hall's avatar
Dean_Hall
Copper Contributor
Sep 10, 2018

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.

  • miandria's avatar
    miandria
    Copper Contributor
    Jul 24, 2020

    Dean_Hall  Would you be so kind to share how you did this?

  • Deleted's avatar
    Deleted
    Nov 29, 2018

    Him 

     

    Can you share how you did it?

     

    regards, 

  • Deleted's avatar
    Deleted
    Nov 27, 2018

    Can you please advise how you configured your Flow for this?

  • Tainy Torres's avatar
    Tainy Torres
    Copper Contributor
    Oct 25, 2018

    Dean,

     

    Could you demonstrate how? I tried several ways, but I could not.

     

    Best regards.

  • Yves-Alexandre VANDER SCHELDEN's avatar
    Yves-Alexandre VANDER SCHELDEN
    Brass Contributor
    Sep 11, 2018

    That seems doable indeed.

    Do you have any documentation how you did it?

    Thanks in advance.

    • huw315's avatar
      huw315
      Copper Contributor
      Jan 08, 2019

      I've seen this online, seems to cover off what you're looking for

      https://blogs.msdn.microsoft.com/brismith/2017/08/11/microsoft-planner-considerations-for-reporting-part-2/

      Originally taken from

      https://community.powerbi.com/t5/Integrations-with-Files-and/How-do-I-do-Power-BI-amp-Microsoft-Planner-integration-for/td-p/361495

       

      • whomst's avatar
        whomst
        Copper Contributor
        Jun 18, 2019
        Just what I was looking for! Thanks!
    • Yves-Alexandre VANDER SCHELDEN's avatar
      Yves-Alexandre VANDER SCHELDEN
      Brass Contributor
      Sep 11, 2018

      I mean, for the Flow part.
      I was wondering how to handle new items, updated items, deleted items as well as adressing properly sharepoint.

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