This post however will help you get started with the beginning of the export Planner to Excel. There are quite a lot of changes that I would probably make to make this work for larger organisations with many plans and many tasks. In this post I didn’t consider performance. For this please have a look at my post about Formatting dates in Power Automate. Now there is just one thing left to do and that is format the date nicely. This now results in the following listing of my data in Excel I could imagine that start date, name of team and other fields would also be of interest. But you could of course use any data found in the tasks. In my example I’ve only used Task, Assigned To and Due Date. In my case I will create multiple entries in my excel file. In this post I’m not going to look at merging all these people into a single piece of text, however this is of course possible.
#Wed planner pro update
Now we can use the display name of the user profile to update our Excel file to give us a nice and clear picture of the users that have been assigned to the task. Yes, that isn’t a very nice display name of a property. The Get user profile action can take the user id that has been supplied by the List tasks action.Īll we need to do is use the value assignments Assigned To User id property. Using the Get user profile action we can collect the user’s details. Also the Due date could do with cleaning up. We want to see people’s names not ugly IDs. If we now added an Excel action to Add a row into a table we would probably get something like this. So far it is all quite easy to collect all the plans. The Plan Id is supplied by the list plans for a group action. Both of these are readily available from the action that we added earlier on. All we need to supply again is the group id and the plan Id. Then for each of the plans we can collect all the tasks using the List Tasks Action. The will appear as dynamic content for you, so nothing complicated here.
#Wed planner pro full
Using the List plans for a group action will give us a full overview of the plans within the organisation.įor the Group Id we can use the group Id supplied by the List Teams action. Remember the teams are connected to groups. Using this list of teams we can now collect all the plans. I’m using a manually triggers flow but you could also schedule this on a regular basis. This will give me a list of groups that I want to look at.
Building the Export planner to Excel flowįirst things first, To Export planner to Excel, I will need to list all my teams. Tasks can have a start date, a due date, a description and they can be assigned to people and there is quite a bit more, but I don’t want to go into the details of that now. The structure for tasks in Planner is quite simple.Ī Team in Microsoft Teams is connected to one group.
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