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Connection of unusual fields from Excel to Planner

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Posted on by zhipa

Dear community, have a good day.

I have been able to see the diversity of the Tool around the use of flows. However, this time I would like to ask you for your help in solving a difficulty I have had.

My wish is to be able to migrate all the fields created in Excel to Planner, using instant cloud flow. I mean, my Excel sheet I have the fields with information like this:

However, I have not managed to do the following according to color:

Power Automated.png

■ In my Excel sheet I have a column that is called "Bucket" and "Priority" but each task is in 6 different buckets and 5 different priorities. How do I get the tasks located in planner's "Bucket" and "Priority" at the time of migration? I clarify, in Planner I have created, not only the "Bucket" and "Priority" but, all the fields of any Planner.

■ On the other hand, how do I have the "Notes" and content included in the "Checklist" lines at the time of migration to Planner?

Thank you once again.

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manuelstgomes 6,625 on at

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Can you please share the Power Automate and obfuscate anything private that you can't share so that I can have a better understanding of what you're trying to do and the issues.

Cheers
Manuel

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Hi @zhipa

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zhipa 26 on at

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Thanks for your message @manuelstgomes This is what I'm shown in Power Automate:

I have not managed to have the fields I have pointed out in "Red" color migrated from excel:

Any concerns, gladly. I hope you made me understand. Greetings.

Zhipa

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manuelstgomes 6,625 on at

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Hi @zhipa

So the Bucket you can put in the "Id. de cubo." Press "Enter Custom value" and then add the one in the "Bucket" in Excel. The priority you can map it into the last one called "Priority" (I think in Spanish is "Prioridad"), but you have to convert from 0 to 10.

For the other 3 I don't think there's a way to insert the notes and sub-tasks. Probably someone here can have a workaround, but I only see fields for the ones above.

Cheers
Manuel

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zhipa 26 on at

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Dear @manuelstgomes , thank you for your message. 😊

There is a concern. You tell me that the "priority" can be mapped. In the image of what I have attached regarding the Planner, there is no "Priority" field. How is it included? How is the conversion from 0 to 10?

Friends, does anyone know any alternative to insert the field "Notes" and the field "Checklist"?

I greatly appreciate your response and help. 😥

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manuelstgomes 6,625 on at

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Hi @zhipa

The priority is a number, so you can say, for example, that Urgent = 10, Important = 8, and so on. It's your decision to what number to attribute the value.

Cheers
Manuel

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zhipa 26 on at

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Ah, ok, @manuelstgomes I understand that I assign a number in excel, however, what must be done so that Planner recognizes it?

Thanks once again.

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manuelstgomes 6,625 on at

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Hi @zhipa

You can use that number in the "Priority" field:

Can you please check if and let me know if you have any questions?

Cheers
Manuel

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DineshK_ 207 on at

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@manuelstgomes @zhipa

Creating a priority is fine , but how to update the priority from the excel to MS Planner, I don't see a Priority field available in Update a task V2 action for MS Planner.

Do we have any solution or alternatives on this case ?

Thanks

DK

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