Forum Discussion
Matt Jenkinson
Aug 14, 2017Iron Contributor
Planner default view
Is there a way to set the default view from 'Group by bucket' to 'Group by Progress' It used to be this way, but now defaults to 'Group by Bucket' which is a bit annoying
SanthoshB1
Bronze Contributor
S3ver1na - I would recommend you to create dashboards in power BI with the details required by your senior leaders along with the rich graphs/charts available in Power BI. You can export the tasks to Excel from Planner and create the Power BI dashboard with it. This creates a nice impression of your projects progress with them.
PS: If you do not suffice with the details available in Excel exported from Planner you need to go for third-party apps to include more meta details about the task and to automate the sync from planner to power bi.
BaymeG
Jul 18, 2024Copper Contributor
I'm sick of Microsoft requiring users to use PowerBI or PowerAutomate to get basic functionality features that should be built into their products. PowerBI and PowerAutomate are beyond the skillset of most casual Microsoft 365 users. And even if your team has the skillset, who has time for that? I'm talking about basic features such as setting default views and customizing columns. Why do you make these basic things so hard for your users?
Teams is a wreck but it's not the only example. Don't get me started on how we have to use PowerAutomate to receive email notifications when we get a new response to a Microsoft Form. We have to do this for every single form we create which is many (I'm in L&D and we use it for all course registrations). This is a basic out-of-the-box feature of virtually every other survey and polling tool on the market.
Teams is a wreck but it's not the only example. Don't get me started on how we have to use PowerAutomate to receive email notifications when we get a new response to a Microsoft Form. We have to do this for every single form we create which is many (I'm in L&D and we use it for all course registrations). This is a basic out-of-the-box feature of virtually every other survey and polling tool on the market.