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Power Platform Community / Forums / Power Automate - Building Flows / Update rows in Excel w...
Power Automate - Building Flows
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Update rows in Excel when tasks are completed in planner

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Posted on 25 Sep 2019 15:13:53 by Community Power Pla...

Hello all,

 

I recently started using the 'Planner' module within Teams to assign tasks associated with new product development projects. I have 55 tasks per project and 23 of these projects.

 

I want to create an Excel document summarizing the status of all these 55*23 tasks. I want this document to automatically update each time someone makes an update to a task. From my research it appears 'Flow' can make this happen. I have been messing with some of the existing templates avaliable in flow but none of them are working as intended.

 

I am looking for guidance on this issue. Does anyone have experience with performing operations like these using Flow? Any help will be greatly appreciated. 

 

Thanks,

Harsha

  • storere Profile Picture
    storere 41 on 21 Nov 2024 at 18:48:56
    Update rows in Excel when tasks are completed in planner
     
    Can I ask for some further help please?
    The suggestion you have made below to use the task Id isn't going to work for me since that data point is not captured on the excel file.
    I'm building a cloud flow triggered by a form submission.
    First a task is created in Planner, then once the task is completed it records the timestamp on the excel file.
    Unfortunately, I mist not be effectively referencing which task I want to record the timestamp for because as soon as any ask is marked complete in Planner, all outstanding tasks on the excel file record the same time.

    Hoping you (or anyone) can help,

  • takolota1 Profile Picture
    takolota1 4,917 Moderator on 10 Nov 2022 at 15:14:14
    Re: Update rows in Excel when tasks are completed in planner

    @Anonymous 

     

    It may be easier to use a more comprehensive template like this so you aren’t constantly syncing things between tools…

     

    Free for any licensed Office365 organizations, this SharePoint & Teams template makes one source of truth for a project log, kanbans, GANTTs, workload trackers, & update notifications:
    https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Project-Tracker-SharePoint-and-Teams/td-p/1788102

  • v-bacao-msft Profile Picture
    v-bacao-msft on 27 Sep 2019 at 09:00:51
    Re: Update rows in Excel when tasks are completed in planner

     

    Hi @Anonymous ,

     

    You could select the range first, then click Format as Table to create the Table, create the corresponding column, and save the file to OneDrive or SharePoint Library.

    Image reference:

    47.PNG

     

    Best Regards,

  • Community Power Platform Member Profile Picture
    Community Power Pla... on 26 Sep 2019 at 13:44:41
    Re: Update rows in Excel when tasks are completed in planner

    I tried your solution but it did not work. Can you share a couple of screenshots on how to setup the Excel table?

  • v-bacao-msft Profile Picture
    v-bacao-msft on 26 Sep 2019 at 05:23:54
    Re: Update rows in Excel when tasks are completed in planner

     

    Hi @Anonymous ,

     

    You need to create a field in the Excel table to store the task id.

    And use When a task is completed as a trigger.

    Then configure the Update a row action, set the TaskID as the key column and configure the fields you want to update.

    Image reference:

    31.PNG

     

    Best Regards,

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