Nov 30 2016 12:59 AM
I have to share project status reports and would like if plan and task status reports can be generated in excel format.
An integration with excel online would be great.
Regards.
Nov 30 2016 01:39 AM
Apr 05 2017 05:37 AM
Apr 05 2017 10:23 AM
When this comes out of beta, I'm hoping we'll start to see a lot more capability around Planner along with the ability for us to create our own things around it:
https://developer.microsoft.com/en-us/graph/docs/api-reference/beta/resources/task
Aug 31 2017 12:41 AM
I don't want (to purchase) an additional tool. Would be nice if this will be a feature in Planner from Microsoft.
Dec 03 2017 05:51 PM
This tool is absolutely awesome -- thanks for the link.
Fills all the gaps in one shot (Planner manager)
Jan 17 2018 01:05 PM
You can export Planner to Excel using Flow. In Flow, select Planner, then list tasks. Then "Apply to each" value, then Excel: insert row.
Jan 22 2018 04:09 PM
Hi Rob can you provide more detail of the actions or triggers used?
@Rob Andren wrote:
You can export Planner to Excel using Flow. In Flow, select Planner, then list tasks. Then "Apply to each" value, then Excel: insert row.
Thank you Rob, can you provide more details in the actions or triggers used in the steps of the Flow?
Jan 26 2018 09:07 AM
Rob,
Thanks for suggesting using Flow.
But Flow does not read Planner properties like Labels, AssignedTo, Tasklist and BucketId and PlanID are internal IDs that are useless if you don't know where to look for the actual names.
Again, thanks to Agile Product Development!
Jan 26 2018 01:40 PM
Yes, I would really like to see this option. It is vital to bring printouts to meetings and send reports to managers.
Jan 30 2018 07:53 AM
I'm a newbie to Flow so there might be a smarter trigger, but just to get an export to work, I started with schedule --> recurrence as a trigger. Then:
- Connector: Planner
- Action: List Tasks
- Then add a "New Step" --> "More" --> "Add an Apply to Each"
- Action: Choose Excel connector, with the action "Insert Row"
Configure Excel file as needed with columns for whatever dynamic data for each task on the plan. It would be nice to have more choices there, but there is enough there for a useful export for me.
Mar 05 2018 01:46 PM
Mar 12 2018 01:23 AM
Mar 28 2018 06:11 AM
Hi,
Could you help me with a few details on how you did this?
Apr 05 2018 12:54 AM
Hi Rob,
I keep getting an error from the 'Apply to each' part of my flow. It says 'An action failed. No dependent actions succeeded'. What have I done wrong?
@Rob Andren wrote:
I'm a newbie to Flow so there might be a smarter trigger, but just to get an export to work, I started with schedule --> recurrence as a trigger. Then:
- Connector: Planner
- Action: List Tasks
- Then add a "New Step" --> "More" --> "Add an Apply to Each"
- Action: Choose Excel connector, with the action "Insert Row"
Configure Excel file as needed with columns for whatever dynamic data for each task on the plan. It would be nice to have more choices there, but there is enough there for a useful export for me.
Apr 18 2018 07:02 AM - edited Apr 18 2018 07:05 AM
What's not mentioned is that you have to create the Excel file first so that Flow has a place to put the information. You can create as many columns as you wish. The limitation is the information that Planner is able to push. The only useful ones are Title, Due Date, and Percent Complete. I really wish there were more options here and specifically the Assignee! Anyone have workarounds?
Rachel, the problem that you had is you haven't selected information to be added to the specific columns. If you click on Column one in your image you will be able to select several outputs from Flow/Planner. See my flow below!
May 03 2018 12:07 PM
The Flow initiates and runs for 8 lines, but then fails with the following error:
InvalidTemplate. Unable to process template language expressions in action 'Add_a_row_into_a_table' inputs at line '1' and column '1785': 'The template language expression 'items('Apply_to_each')?['completedBy']['user']['displayName']' cannot be evaluated because property 'user' cannot be selected. Please see https://aka.ms/logicexpressions for usage details.'.
A bug in Apply_to_each? Any ideas?
Jul 26 2018 05:13 AM
This works well for exports, however, is there any way to get
a) the comments concatenated so that all the details comments are in a single line cell with separators like attachments tab
b) if in the data it detects the separator it displays or inserts a line break to display the segment on a new line in the same cell?
Jul 27 2018 03:31 AM
Thanks @Deon Burgess, I am happy to hear this and it is possible to do as you have requested. I have DM you more details regarding this.
Aug 01 2018 04:25 AM
Hello.
Curious if this can be done for every plan with in a Team?
I have an IT Projects Team, all channels have a Planner plan attached. Would like to do reporting on all of them instead of having do the flow for every plan.. And hopefuly Planner will soon be ale to present more data.
/Jan