Forum Discussion
VincentTotal
Jan 10, 2020Copper Contributor
How to sync a planner plan with an excel file?
Hi @ Planner Community,
I wonder how I could sync a list of task in a Planner plan with an Excel file.
I cannot find any doc in this community or anywhere else.
In Excel (v. 16.0.11328.20438), in Data* tab > Get data*, I'm trying to connect to my plan and get the related data using:
- "From another source > From a Sharepoint list"*
- "From another source > From the web"*
- "From an online service > From a SharePoint Online list"*
- "From a file > From a SharePoint folder"*
but none of these works ...
The only one that gives me hint it connects to the right plan is the #2: indeed the pop-up window shows in the left hand side when in "browser display"* tab my plan.
But no way to get the data in the same form as a simple export of my plan.
I've search on Planner API on Microsoft Graph too (https://developer.microsoft.com/fr-fr/graph/graph-explorer?request=planner/plans/%7Bid%7D/tasks&version=v1.0) but I don't know how to make this work.
Any idea about how I could simply (I'm a simple user, not an admin, not a dev) get my plan synced in a file under the format of a simple list of tasks (I used to sync tasks lists in SharePoint that same way some years ago, very simple, no need to be a genius tech dev)?
Thank you in advance,
* : I'm using a French version of Excel, then my own English translation of the menu titles might be not fully correct ...
- takolota1515Copper Contributor
If you want to avoid a lot of work syncing Planner to something like Excel, I suggest using the SharePoint Boards view instead to get a Planner-like display experience that is built off an Excel-like table in SharePoint.
See this template for an example: https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Project-Tracker-SharePoint-and-Teams/td-p/1788102
- SanthoshB1Bronze Contributor
VincentTotal you need to use Graph API to get the planner tasks. But unfortunately, Sync is not an easy job to try by yourself. You can try the third-party app to have this done for you. Let me know if you need any suggestions.
- Definitively the way to go is by means of the Microsoft Graph API