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Session Id : 1VES33kW7Tw3YkOgv4F3WD
Power Automate - Building Flows
Answered

Automate the Planner Export plan to Excel function with Power Automate

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Posted on 14 Feb 2022 13:52:45 by

Hello,
is it possible to automate the manual function in MS Planner "Export plan to Excel" with Power Automate, so that this function e.g. replaces an Excel file in a given directory with the updated plan details on a daily basis?
With several plans, I would have several Excel files every day that would have to be replaced in the directory.
Thanks in advance.

  • Jap11 Profile Picture
    337 on 03 Jan 2024 at 10:19:58
    Re: Automate the Planner Export plan to Excel function with Power Automate

    Hello - I'm trying to do the same, did you ever manage to fix this?

     

    Ideally I want the exact same information I get when I export my planner but in a file or location that has the information automatically updated without having to export.

     

    Thanks,

    Josh

  • 3L3ctr0ns Profile Picture
    2 on 20 Nov 2023 at 09:31:05
    Re: Automate the Planner Export plan to Excel function with Power Automate

    Unfortunatly the solution is not working...  (flow is created by the co pilot and is created with error)

    3L3ctr0ns_0-1700472658216.png

     

  • zakhasan Profile Picture
    2 on 22 Feb 2023 at 14:14:34
    Re: Automate the Planner Export plan to Excel function with Power Automate

    Hello,

    I am having a problem with getting checklist to appear. Is there a special way to acquire this? Everytime I try to enter the checklist as a dynamic content Another "apply each" appears. How do I fix this?  

  • Verified answer
    v-jefferni Profile Picture
    on 17 Feb 2022 at 03:22:54
    Re: Automate the Planner Export plan to Excel function with Power Automate

    Hi @HendrikV2603 ,

     

    You can save all new tasks in Excel worksheets using simple flows automatically, like below, and store worksheets in SharePoint Library/OneDrive (for business)/Google Drive or any other cloud storages:

    vjefferni_0-1645067892983.png

     

    It's not possible to replace the built-in "Export plan to Excel" command.

     

    Best regards,

    Community Support Team _ Jeffer Ni
    If this post helps, then please consider Accept it as the solution to help the other members find it.

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