Forum Discussion
Tell 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
28 Replies
- Thierry JAUNAYCopper Contributor
- Thierry JAUNAYCopper Contributor
- Thierry JAUNAYCopper Contributor
- jab365cloudSteel ContributorHaving a unified Chart view of all Plans related to the Teams will be awesome. We have the ability to create multiple Plan within a Microsoft Teams but we have no way to get the overall view since every single plan has his own chart view.
- Amanda MungalCopper Contributor
This right here is what I was coming to ask for
- Amit RanigaBrass ContributorExposing Planner API as an Odata endpoint to enable reporting in Power BI would be powerful. We currently use Planner to run our meeting agendas, manage tasks for our team huddles, manage tasks for our goal activities, launch new products plus many more. Ability to customize Power Bi reports against these plans will allow us to measure task execution health of our teams. PRICELESS!
- fgreenCopper ContributorWould also love to have custom reporting.
- Deleted
Planner 'could' be a perfect place to develop and track OKR's for our organization and teams, however there is no task progress indicators other than just being "in progress".
For each task in a Plan, there could be a percentage of progress reported based upon how many sub-items/checklist items have been completed.Custom title/name fields would allow for use in this was as well.
It is always a Challenge to get users to actually utilize the tools they already have access to within O365, small changes like this aid in that adoption. We pay more for 3rd party vendor tools than what we pay for 365 E5 accounts...... Please help Stop the Madness! :)
- Timothy GrimCopper Contributor
Sean I did devise a way to do the % complete based on checklist items. That data does exist in what you can output via the Planner Preview connector in Flow.
- Ian BrucknerIron Contributor
Are you doing that with the assumption the tasks are close to equally weighted in either effort or duration and doing a straight up # tasks complete / total # of tasks?
- Jon OstroushkoBrass Contributor
I think a nice timeline/roadmap view would be great. I was actually thinking about using Planner for my team's roadmapping but I honestly don't have a great overall view other than the main planner page which is OK not great.