Forum Discussion
Joanna Parkhurst
Microsoft
Apr 02, 2018Tell Us More: Views and Reporting Options in Planner
Hello Planner users!
Planner recently added a "Bucket Chart" to the Charts page, and we're continuing to think about ways to improve this view. I've heard snippets of feedback regarding pain points and suggestions for Planner's Charts page, but wanted to start a conversation here to find out more!
What views and/or reporting options would help you and your team work in Planner? Any specific scenarios would help contextualize our thinking around this.
Thank you for your involvement and feedback!
Cheers,
Joanna Parkhurst, Planner PM
- alphie365Brass ContributorTo add to Ken_Farmer's request to manage across all Planners in a team, please allow us to create or customize a Planner Hub for a group where we can see several planners at the same time where the intention is: One Plan = One Project. So if we're program-managing, we can use this to look at several projects simultaneously.
Also, please give us the ability to link Plans - the type where one task card is shown in two or more Plans.
Thank you.- SanthoshB1Bronze Contributor
alphie365 To look at several projects simultaneously - you need to use the third party apps for now.
the type where one task card is shown in two or more Plans - this is not possible in planner as it works on top of M365 Groups. Planner depends heavily on the M365 Groups for the Attachments and Comments.
- alphie365Brass Contributor
- Please include "COMPLETED" in the Bucket Chart. I know it shows in the status chart but a breakdown per bucket helps a lot.
- Please include a "LABELS" chart much like the new "PRIORITY" chart.
- Ken_FarmerCopper Contributor
Joanna Parkhurst As a manager of different teams and projects, each having a separate Planner, we need a view to manage these across all the Planners. I need to see all the tasks assigned to a team member and their statuses, just as I can see my own, across Planners.
- rajeshprabhakaran0365Copper Contributor
Ken_Farmer It would be worth checking the power bi planner integration template - here's a link. I found it useful and is very easy to set-it-up.
Raj
- alphie365Brass Contributor
Hoping you can enhance the "Charts" view to make it dynamic and change according to the filters. This helps during regular report outs.
And to have a chart on labels, too, aside from Status and Buckets charts. Thank you.
- cudanaCopper Contributor+1. We would like more dynamic charts and need the labels integrated into the reporting. Visually the labels are helpful, but are missing when we try to pull insightful reports. They are such a necessary component when developing analysis that provides a comprehensive overview of the plan.
We would also like to be able to add custom fields to the planner items or be able to modify the titles of the default ones.
- SirhcCopper Contributor
The ability to generate custom reports or at least the ability to generate a report of completed tasks by user.
- fgreenCopper ContributorI wholeheartedly agree. This was probably not a foreseen use-case, but we have recently switched from a 3rd party help-desk tool to teams. Using Power Apps we have deployed an app, launched via an icon/link on each user's desktop. The Power App creates a "ticket" aka "task" for the IT team that is visible on a large dispatching board. So far it provides better visibility, is working well, and is cheaper, as our employees are already on O365. However, the lack of reporting may cause us to have to move away from teams at some point. We really need the ability to generate detailed reports on tasks for specific teams and team-members. The current general reports for "usage" by users and devices isn't that meaningful for us.....
- mmazal_dcmCopper Contributor
A couple of simple things...
Let each individual of the team custom arrange the bucket priority and not affect other user views
- supervisor for bucket A wants theirs to show first but supervisor for bucket K wants it to show first.
Let an individual hide a bucket - in cases where bucket is not relevant to that member
- fgreenCopper ContributorThis would be extremely useful for our larger teams. We currently have bucket overload....
- Deleted
A few challenges with the reporting that could be solved relatively easily (I hope)
- Allow FILTERS to control the BUCKET chart (e.g. by assignee/label, etc)
- Allow inclusion of 'completed' in the bucket chart (for period to period comparison)
- Enable Filters to select based on the descriptions, checklists, or labels, in addition to titles.
- Increase the number of 'labels' (or allow ad-hoc "tags" and tag-clouds)
This would let the basic bucket/assignee chart become much more powerful.
- Brandon BrownCopper Contributor
I would really love to see direct integration into PowerBI. The ability to dashboard progress is highly desired.
- Timothy GrimCopper Contributor
I have what I think is a very cool idea for my team at least. We are using checklists a LOT and love that technology. In the background in the List Tasks function we are pulling tasks and by way of checklist items completed versus created we are creating a percentage of task complete.
I was using Pivot Tables in excel based on all the data I can output from Connector and the CSV output to One Drive and then I tie all that data together in Excel. I will try and attach sample here. However, I can only output 400 items from the Preview Connector for Planner in Flow - not sure why the 400 item limit exists.
Last update of Planner however changed the order of columns in the CSV output so that is a pain. If you look at the PIVOT table tab in the attached you'll see what I'm up to. It is very handy for me for a staff of 11 to be able to see what everyone is working on with this PIVOT.
My best to you and your team - Planner keeps getting better and better - it would be nice to apply a time estimate or an effort rating to each task. We use labels for priority weighting already.
Cheers,
Tim Grim tim.grim@genexservices.com
- Thierry JAUNAYCopper Contributor