Forum Discussion
How to export planner status reports in excel?
You can export Planner to Excel using Flow. In Flow, select Planner, then list tasks. Then "Apply to each" value, then Excel: insert row.
Rob,
Thanks for suggesting using Flow.
But Flow does not read Planner properties like Labels, AssignedTo, Tasklist and BucketId and PlanID are internal IDs that are useless if you don't know where to look for the actual names.
Again, thanks to Agile Product Development!
Hi Rob can you provide more detail of the actions or triggers used?
Rob Andren wrote:
You can export Planner to Excel using Flow. In Flow, select Planner, then list tasks. Then "Apply to each" value, then Excel: insert row.
Thank you Rob, can you provide more details in the actions or triggers used in the steps of the Flow?
I'm a newbie to Flow so there might be a smarter trigger, but just to get an export to work, I started with schedule --> recurrence as a trigger. Then:
- Connector: Planner
- Action: List Tasks
- Then add a "New Step" --> "More" --> "Add an Apply to Each"
- Action: Choose Excel connector, with the action "Insert Row"
Configure Excel file as needed with columns for whatever dynamic data for each task on the plan. It would be nice to have more choices there, but there is enough there for a useful export for me.Hi Rob,
I keep getting an error from the 'Apply to each' part of my flow. It says 'An action failed. No dependent actions succeeded'. What have I done wrong?
Rob Andren wrote:
I'm a newbie to Flow so there might be a smarter trigger, but just to get an export to work, I started with schedule --> recurrence as a trigger. Then:
- Connector: Planner
- Action: List Tasks
- Then add a "New Step" --> "More" --> "Add an Apply to Each"
- Action: Choose Excel connector, with the action "Insert Row"
Configure Excel file as needed with columns for whatever dynamic data for each task on the plan. It would be nice to have more choices there, but there is enough there for a useful export for me.
