Skip to main content
Community site session details

Community site session details

Session Id :
Power Automate - Building Flows
Unanswered

PlannerToExcelToPowerBi

(0) ShareShare
ReportReport
Posted on by 45

Dear all

 

I would be highly grateful if anybody has a suggestion on how to solve my issues with a PlannerToExcelToPowerBi Flow.

 

I use Planner and export to excel every day. Then upload it to a sharepoint  folder. Which is accessed by PowerBi.

 

In the community, there are some good suggestions to automate this using the Planner connector in PA.

 

GitHub - ben-howard/Planner-PowerBI-with-PowerAutomate: Contains a PowerAutomate file that takes data from Planner, writes it to Excel, which is then visualised in Power BI

 

Solved: Re: Updating excel with planner tasks - Power Platform Community (microsoft.com)

 

Solved: Re: Fail to update excel row when label is removed... - Power Platform Community (microsoft.com)

 

Solved: Re: Export planner to excel on schedule - Power Platform Community (microsoft.com)

 

I tried Ben Howards solution, but my MS teams has so many planners. The flow runs for 2+ hours, imports way more data. I specifically want to import only 1 planner into PowerBi using excel. Teams connector definitely wrong for me.

Teflonreis_3-1656926115577.png

Teflonreis_4-1656926145994.png

Teflonreis_5-1656926179878.png

 

Other solutions, the planner connector does not grab every info. E.g. In Planner I renamed the color labels. Red is Diagnosis. 

Teflonreis_0-1656926287898.png

But planner uses the color names again. 

 

My questions is, 

 

Is there a recommended way of doing this for only one planner? Without teams. 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Paul Stork – Community Spotlight

We are honored to recognize Paul Stork as our July 2025 Community…

Congratulations to the June Top 10 Community Leaders!

These are the community rock stars!

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

Leaderboard > Power Automate

#1
Michael E. Gernaey Profile Picture

Michael E. Gernaey 497 Super User 2025 Season 1

#2
David_MA Profile Picture

David_MA 436 Super User 2025 Season 1

#3
Riyaz_riz11 Profile Picture

Riyaz_riz11 244 Super User 2025 Season 1