Jan 10 2020 06:06 AM
Hi @ Planner Community,
I wonder how I could sync a list of task in a Planner plan with an Excel file.
I cannot find any doc in this community or anywhere else.
In Excel (v. 16.0.11328.20438), in Data* tab > Get data*, I'm trying to connect to my plan and get the related data using:
but none of these works ...
The only one that gives me hint it connects to the right plan is the #2: indeed the pop-up window shows in the left hand side when in "browser display"* tab my plan.
But no way to get the data in the same form as a simple export of my plan.
I've search on Planner API on Microsoft Graph too (https://developer.microsoft.com/fr-fr/graph/graph-explorer?request=planner/plans/%7Bid%7D/tasks&vers...) but I don't know how to make this work.
Any idea about how I could simply (I'm a simple user, not an admin, not a dev) get my plan synced in a file under the format of a simple list of tasks (I used to sync tasks lists in SharePoint that same way some years ago, very simple, no need to be a genius tech dev)?
Thank you in advance,
* : I'm using a French version of Excel, then my own English translation of the menu titles might be not fully correct ...
Jan 10 2020 07:29 AM
Jan 11 2020 03:24 AM
@VincentTotal you need to use Graph API to get the planner tasks. But unfortunately, Sync is not an easy job to try by yourself. You can try the third-party app to have this done for you. Let me know if you need any suggestions.
May 13 2023 11:31 AM
If you want to avoid a lot of work syncing Planner to something like Excel, I suggest using the SharePoint Boards view instead to get a Planner-like display experience that is built off an Excel-like table in SharePoint.
See this template for an example: https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Project-Tracker-SharePoint-and-Teams/td-...