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Display Value Name instead of ID (Planner to Excel import)

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I need Planner history data to be saved and to make it possible to see main information. Would like to use planner as a CMMS (factory maintenance system), but need clear and readable history, recurring tasks and few other things, that probably can be solved with Power Automate.

This is my history content imported from planner

Capture4 (1).JPG

a) I need Value Name instead of ID for Bucket and Assign to and other columns. I can not choose them from the list. Is there a way to add them?

Would like to have columns (Bold are already available to select): 1) Plan name; 2) Bucket name; 3) value Created Date Time; 4) value Created By User Display Name; 5) value Title; 6)value assignments Assigned To User Name; 7) value Completed Date Time 8 ) maybe something else...

b) Change the date to a more user friendly format. Need only date, no time perfect would be 17.03.2020

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Using flows

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ChristianAbata 8,951 Most Valuable Professional on at

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hi @Anonymous the only good way to get the display name is using HTTP conector with Planner API.

Another option is setting your buckets by yourself in a condition, so you can add in excel a row if the 1234ID is bucket pending then you can seet in the excel column Pending instead 1234ID.

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v-bacao-msft on at

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Hi @Anonymous ,

Maybe you could use Export plan to Excel to get Planner history data.

Then you could Format as Table to format the data in the Excel sheet.

Hope this helps.

Best Regards,

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Community Power Pla... on at

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I thoght it displays the status of open tasks today. But it shows also history. Is there a limit for the history? How many closed tasks it remembers, what is max period, 1 year, 2 years?

I thought I can solve like this.
1) when new task is created, add new row to excel, with all the required columns
2) when task is closed, add data to this row (mark completed and the date it was completed)

Both work, just miss the user friendly values.

And then need to figure out how to create recurring tasks as this is not yet launched by Microsoft.

I have also tried to make the maintenance plan as a SharePoint list. So i can add Maintenance plan in the list, and Planner tasks are created by Power Automate from this list. If there are other, better solutions in Office365, please let me know! Planner would be a great tools, If there were these small parts...

I need a way to prove that the maintenance plan is working and to be able to look when a task was performed.

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v-bacao-msft on at

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Export plan to Excel can get the details of all tasks of Plan since its creation, but it does not include the tasks that have been deleted.

Also if you want to get Assigned to user name and bucket name, please refer to these similar threads:

https://powerusers.microsoft.com/t5/Building-Flows/Getting-bucket-Name/td-p/171129

https://powerusers.microsoft.com/t5/General-Power-Automate/Planner-quot-User-ID-quot-to-quot-Display-Name-quot/m-p/353032

Best Regards,

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Community Power Pla... on at

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Thank You! This could do the trick.

I had the "create row to excel" in place. Created "get task" and "list buckets", "Compose Value Name".
I guess the order is important. So I have to first Compose all "Value Names" and then write to excel?

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ChristianAbata 8,951 Most Valuable Professional on at

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@Anonymous There are no way to get the Value Name in PA my friend. Just Using HTTP.

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Community Power Pla... on at

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@ChristianAbata

Could it work the other way?

Create a new row in excel manually and Power Automate will create a new task in Planner? And after completing task, Power Automate will make changes to this row? This way I could use additional columns and data in Excel, that is not used by Planner.

It has been a journey for me to get the current flow working. I ask before start messing again.
I feel that it is weird that some values are available to import and some not.

What about using SharePoint List instead of excel? I can get same data to a List.

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v-bacao-msft on at

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Hi @Anonymous ,

Please try to refer to the following method to get Bucket Name and Assigned To.

Hope this helps.

Best Regards,

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Community Power Pla... on at

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@v-bacao-msft Thank You! It worked, but for some reason it inserted the name 26 times instead of 1 🙂
And it makes 2 rows for 1 task in excel and shows like there were same tasks in both buckets.
Need to think how to continue. It is difficult to do or fix something if you don´t understand yourself how things work and what does what...

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v-bacao-msft on at

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Hi @Anonymous ,

Please share the screenshot of the Flow configuration so that we could do some analysis.

Best Regards,

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