Forum Discussion
How to export planner status reports in excel?
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.
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!
Thanks Michael Szabo,
Hoping you or someone can help here. I follow your very clear instructions however there is no 'Insert Row' option for excel in my list. I can get rows, delete rows, add a row into a table.. no insert rows?
- You need to have a Excel file first, then insert a table into the Excel file.
Next, you should select "Add a row into a table" so you can start input your data
- This works well, but since the example above sets recurrence as a trigger, it keeps adding all the planner tasks into the excel file when the flow job runs. Is there a way we can check whether a task´s not in the list before add it to the file?
Thank you so much for posting this, it worked perfectly for me after a few tweaks. However, do you create a separate sheet each time if you need to update (and remove duplicates?)
