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Updating excel with planner tasks

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Hey all,

Currently trying to design a flow that updates an excel table with existing tasks in planner for presentation to executives. I know you can export from planner to excel, but we are hoping to leverage this as a way of project management (50 planner boards to one excel sheet).

I am able to get the excel table to add rows in the table, but I want a validation for if the row already exists to just update it as opposed to writing the same task multiple times.

Here is a screen shot of my existing flow:

Flow fail

https://imgur.com/a/RiQtgoj

Has anyone been able to create a recipe for this successfully?

Thanks in advance for taking a look!

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CU21091045-0 6 on at

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Updating excel with planner tasks

Hi All,

Where is the "iterate through task" "iterate through bucket" options ?

I am trying to update (not add a new row) every time the task is completed in the planner. Few quick questions.

1. There are about 5 flags set in planner ( Priority, assigned to, status, bucket, due date) every time these flags change in planner the respective row for that card in excel needs to automatically get updated.

2. I was reading the above thread and tried to come up with the following, but am not able to find the icons/buttons to be used in conditional loop.

3. need help with mapping the fields. Do I have to map the blank columns ? if there are some fields which will not be updated because of flags in planner do I have to map those as well ?

sample excel file
sophia123 3 on at

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Re: Updating excel with planner tasks

Thanks for the video:) I have a few questions.
- Does anyone know how to put the label of the task? (I want to put in a column if the task is approved or rejected)
- How can I get the closed date?
Nico_0710 171 on at

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Re: Updating excel with planner tasks

Hello, I have two questions:
1: In the "Iterate Bucket" step it takes forever to go to the next step (if at all).
2: At the first condition, it doesn't go any further. The error message tells me that I am not allowed to use inputs. As far as I know, I did everything as in the video.
Many thanks for your help in advance
ICEDENO 2 on at

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Re: Updating excel with planner tasks

Hi, I have been trying to retreive my task data, the detail of the data are updating succesfully, but I am not able to retreive the Assigned To by using the variable "value assignments Assigned To User ID", also the Completed by with the variable "value assignments Assigned To User ID", and last the labels
azzamnizam 65 on at

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Re: Updating excel with planner tasks

Hi Miguel_E
Can you share if i want to take data from Label section in every Task. which value should i select ?
gsolop 2 on at

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Re: Updating excel with planner tasks

Hi, I am trying to replicate the same flow to allow the export of planner tasks to excel. I am receiving an error related to the table in which the data should be exported. How should I adjust the flow to fix?
Here si the error: Flow save failed with code 'DynamicOperationRequestClientFailure' and message 'The dynamic operation request to API 'excelonlinebusiness' operation 'GetTable' failed with status code 'NotFound'. This may indicate invalid input parameters. Error response: { "status": 404, "message": "Item not found\r\nclientRequestId: 029000f3-44a7-41d7-b520-31b9ee3ad8e5\r\nserviceRequestId: 6d9753b3-95f6-4fb7-b98d-43b6d256e5eb", "error": { "message": "Item not found" }, "source": "excelonline-eus2.azconn-eus2-002.p.azurewebsites.net" }'.
Alshukaily 3 on at

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Re: Updating excel with planner tasks

Thank you very much..it was very helpful and It is working great.. I have three questions if could help me please
1. I need to change the due date format to DD/MM is it possible?
2. How to get the name of the user to which tasks are assigned to? I tried to do that but it creates another apply to each loop.
3. How to get the label of the task?
petert1981 8 on at

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Re: Updating excel with planner tasks

I managed to get the flow working initially. But it is useless for me if the person to whom the task is assigned isn't added to the overview in Excel. I tried a lot, but I couldn't get it to work. This is what I have now:
The strange thing is that for the AssignedTo value I selected Assigned To User Id from Planner (see screenshot below). But every time this is changed to the Excel userid variable (I have no idea where this came from).
And also every time I select Assigned To User Id from Planner automatically an Apply to each loop is created. What should I do with this? I assume this has something to do with the possibility that multiple users can be assigned, but I have no clue what to do with this.
I hope someone can help me.
AB-23070457-0 19 on at

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Re: Updating excel with planner tasks

Has anyone figured out how to apply the User Names in this flow instead of the "non-readable" User ID's which is returned if you add "Assigned To User Id"?
Rama96x 149 on at

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Re: Updating excel with planner tasks

@v-bacao-msft I don't know if this thread is still active, but if I want to get the details for the checklist items, how would that work?