Forum Discussion

Girish Sharma's avatar
Girish Sharma
Copper Contributor
Nov 30, 2016

How to export planner status reports in excel?

I have to share project status reports and would like if plan and task status reports can be generated in excel format.  An integration with excel online would be great.   Regards.
Rob Andren's avatar
Rob Andren
Copper Contributor
Jan 17, 2018

You can export Planner to Excel using Flow.   In Flow, select Planner, then list tasks.  Then "Apply to each" value, then Excel: insert row.   

Roberto Castro Bolanos's avatar
Roberto Castro Bolanos
Copper Contributor
Jan 23, 2018

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?

  • Rob Andren's avatar
    Rob Andren
    Copper Contributor
    Jan 30, 2018

    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.

    • Rachel Griffiths's avatar
      Rachel Griffiths
      Copper Contributor
      Apr 05, 2018

      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.

      • Michael Szabo's avatar
        Michael Szabo
        Copper Contributor
        Apr 18, 2018

        What's not mentioned is that you have to create the Excel file first so that Flow has a place to put the information. You can create as many columns as you wish. The limitation is the information that Planner is able to push. The only useful ones are Title, Due Date, and Percent Complete. I really wish there were more options here and specifically the Assignee! Anyone have workarounds?

        Rachel, the problem that you had is you haven't selected information to be added to the specific columns. If you click on Column one in your image you will be able to select several outputs from Flow/Planner. See my flow below!

         

         

    • Keya Majhi's avatar
      Keya Majhi
      Copper Contributor
      Mar 28, 2018

      Hi,

       

      Could you help me with a few details on how you did this?

    • Peter Wang's avatar
      Peter Wang
      Iron Contributor
      Mar 12, 2018
      Dear Rob,
      Does it work for the existing Planner tasks or only for the newly added tasks?

      Thanks!

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