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How to get 'Create Planner tasks from Excel spreadsheet on a recurring basis' to work?

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Posted on by jennifer2

Hello! I am trying to get a list of excel tasks to be automatically created in Planner, using Flow.
I am using the 'Create Planner tasks from Excel spreadsheet on a recurring basis' template, but every time it gets to the "Apply to each" action, it gets an error. https://postimg.cc/Ty5qPtZG

I've tried so many things like changing values
I have even tried to use the template by following this online tutorial:
https://www.youtube.com/watch?time_continue=134&v=HBZ_xOe9yAM&feature=emb_title
But I cant figure out what's wrong. Any help would be greatly appreciated.

Thank you so much!

My full flow (couldn't fit it into one picture):
https://postimg.cc/F7JTzscw
https://postimg.cc/FdRZ49NW
The table Im using:
https://postimg.cc/ZC3LZszS

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manuelstgomes 6,625 on at

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HI @jennifer2

Let's figure this out :).

I think your issue is that the "If" statement is not parsing the results correctly. Could you please try with equals 1 instead of contains 'yes'?

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Manuel

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jennifer2 17 on at

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Hi Manuel,

Thank you so much for the response! Your solution worked! I was able to run my flow. The only problem now is the tasks are not showing up on planner. I got past the error but the flow isn't actually doing what its supposed to. Would you have any idea why?

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manuelstgomes 6,625 on at

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Hi @jennifer2

Awesome. Halfway there.

What's wrong now? Is the data being inserted incorrectly or not inserted at all?

Question: Is the assignee an email? If it's not I don't think Power Automate will be able to find it and assign the correct person.

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Manuel

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jennifer2 17 on at

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It seems like the data is not being inserted at all.
Nothing is showing up on the planner the tasks are supposed to show up on: https://postimg.cc/XGsdfgs1
Also yes, the assignee is an email (it is my email since it is a test run).
I'm not sure why they are not showing up, or what else I could show to explain my problem, but thank you for taking the time to help.

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manuelstgomes 6,625 on at

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HI @jennifer2

Are the runs successful? If so, can you open a specific run and check if all the steps are being done?

Sometimes steps are skipped and the Power Automate still ends with a correct message.

Almost there 🙂

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Manuel

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jennifer2 17 on at

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All of the runs seem to run successful:

Ohhh! You were right! It seems like the create a task step is being skipped. I just started using Flow last week so I had no idea it did that.

Above is what is shown when I open it. It says the branching condition was not satisfied. Was there something I should have changed in my table to satisfy this?

--
Jennifer

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manuelstgomes 6,625 on at

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HI @jennifer2

I was reviewing everything and made a test Power Automate to simulate the issue. My first reply was wrong.

Here's the test Excel:

Here's my test Power Automate:

So you need to compare it with "Yes". Sorry about that.

Pro-tip. An excellent way to check what we should compare is looking at the result of the fetch results from Excel and see the type that is returned. Like this:

Here's the result after running:

Can you please try with that and see if that works. I think now we'll get everything working 😀

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Manuel

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jennifer2 17 on at

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Hi @manuelstgomes

I updated the flow with your suggestions about comparing it to "Yes" and it seems like the condition is still not being satisified, and the rest of the actions are not being completed, even though it seems like that's what it needs in the excel fetch results.

Here's what the flow looks like:

Here's what the fetch results say:
And here's what the flow looks like after running:

Please let me know if you have any guidance, and thanks for your patience! 🙂

--
Jennifer

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manuelstgomes 6,625 on at

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HI @jennifer2

Everything looks correct. Something is escaping me...

All values are set to Yes? Do you have some "No" or other values?

I see in your run log that there are 4 elements. All of them fail?

Is there any possibility to attach the Excel (you can remove all data and maintain only one row with fake data). Just for me to try to simulate on my side and try to help you.

Almost there!!!! 😀

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Cheers
Manuel

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jennifer2 17 on at

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Hi @manuelstgomes

I'm not sure how to attach an excel file to this post (forgive me, I'm new to forums)
Here is a picture of the table:

This is the exact data I am working with (except I've put my actual e-mail in column D). This is all fake data as I am just trying to test this out, hoping it will work so then I can use real data with it.
If you need the actual excel, if you let me know how to attach it, I'll be glad to!

As for your question if all 4 elements of mine fail, yes they do.
I'm assuming if they were to succeed, they would pop up under my To-Do bucket on planner, correct? As that's what I am trying to get them to do, but they do not. 😞
--
Jennifer

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