Forum Discussion
Retrieving Planner Premium fields in PowerBI and Power Automate
Hi,
Has anyone successfully extracted data out of Planner premium in Power BI ? (custom added fields, not the default ones).
Also - on Power Automate I cannot view Plans which were created on Planner Premium, the system does not recognize them.
What can be done?
3 Replies
Seeing how the earlier mentioned MS Learn link has the UTM tags from my original article, might as well share the direct link to it, too.😁
Microsoft Planner and the revenge of MS Project
In short, Planner Premium data is not available via Graph API since it lives in Dataverse. This has been the case for past ~2 years and Microsoft hasn't yet delivered any readymade Planner connector to overcome this issue. While reading data from Dataverse is fairly simple with Power Automate cloud flows, to perform updates (or creates) on the plan data requires using the Project Scheduling Service APIs.
It's a lot of work to get them set up initially (compared to the Planner Basic connector). However, once you get the set up, it's not that bad actually. The hurdle with the first automation can be overwhelming if you don't have Dataverse / Dynamics 365 experience, though. I've been setting up these Planner Premium automation flows for customers and it took a couple of days worth of work just to establish a PoC of updating tasks in Planner Premium plans.That article was so helpful! Thank you very much for posting.
I have tried. They are not yet available in the current APIs. A blog suggested using Graph APIs, but I couldn't make it work for me.
I believe in Power Automate you don't use the Planner connectors. Found this: https://learn.microsoft.com/en-us/dynamics365/project-operations/project-management/scheduling-apis-powerautomate-v2 an d this: https://learn.microsoft.com/en-us/dynamics365/project-operations/project-management/project-schedule-api-performance?utm_campaign=microsoft-planner-and-the-revenge-of-ms-project&utm_medium=referral&utm_source=www.perspectives.plus
