Forum Discussion
How to export planner status reports in excel?
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?)
Hi, I am a totally newbie. I've provided a local file address and named my table but I am not able to insert a row (I get a below error).
Do I need to upload an empty file to get tasks exported? Or do I need to define my table first: name columns etc.
Thank you in advance
I am getting below error when I followed the suggestions shared by Michael.
I am getting below error when I followed the suggestions shared by Michael.
Michael Szabo wrote: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?
I have done some flows for smallish groups with minimal buckets. I grab the Bucket ID and eye-ball (compare) this to the Planner Board and then provide the users with a simple mapping for each so they can do a find and replace in Excel...
Bucket ID
Bucket Name
3X7xRrgnXk6d8f4FvSNcvMgALwsz
Bucket A
9Gb4FehoNEuFDYCWPj9o8cgAPgfa
Bucket B
MK4yUWu7uU2ZvDwErusepsgACLPn
Bucket C I've noticed with Flow the List Tasks through Planner connector is limited to outputting 400 items. I also know that you have to use some VLOOKUPS in excel to get the ID's to meaningful data for folks who are viewing - bucket IDs, plan IDs, etc. and you must search/replace = sign with blank so the IDs aren't messed up in Excel.
I didn't understand how to avoid the info to be messed up when tranfered from Planner to Excel using the Flow. Can you help me??? The information in excel isn't readable.
Hello.
Curious if this can be done for every plan with in a Team?
I have an IT Projects Team, all channels have a Planner plan attached. Would like to do reporting on all of them instead of having do the flow for every plan.. And hopefuly Planner will soon be ale to present more data.
/Jan
The Flow initiates and runs for 8 lines, but then fails with the following error:
InvalidTemplate. Unable to process template language expressions in action 'Add_a_row_into_a_table' inputs at line '1' and column '1785': 'The template language expression 'items('Apply_to_each')?['completedBy']['user']['displayName']' cannot be evaluated because property 'user' cannot be selected. Please see https://aka.ms/logicexpressions for usage details.'.
A bug in Apply_to_each? Any ideas?
