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Planner to Power BI via Flow

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Hello,

I am currently trying to get some information about projects from Planner into Power BI. As there sadly is no direct connection I wanted to use Flow.

I currently use the following flow:

Problem here is, that it does not only insert newly added tasks to the dataset but everyone every time a new task is created. Is there a workaround for this? Maybe using an Excel list to compare the listed tasks and filtering them before inserting them into Power BI?

Thanks for help 🙂

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vecerpa 786 on at

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Re: Planner to Power BI via Flow

Hi @Anonymous,

First of all I would like to understand what are you trying to achieve?

You are trigerring Flow when new task is added to Planner and then you are listing all tasks within this Planner and creating new items in PowerBI.

So this means that each time there is new task whole list of tasks that are in Planner is added to PowerBI.

P.

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Community Power Pla... on at

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Re: Planner to Power BI via Flow

Hi,

I want to integrate an status overview of tasks like the one available in the "Charts"-section, but in a Power BI report. I thought I could use data like Date created, Date finished, Date due and Date started to determine whether a task has not been started, is in progress, is leate or is completed.

What you describe is my problem. I would like to have Flow add the one new project to the dataset when it is created.

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vecerpa 786 on at

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Re: Planner to Power BI via Flow

Hello @Anonymous,

So if you want to add task to PowerBI from Planner, use as second action Get a task.

P.

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v-bacao-msft on at

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Re: Planner to Power BI via Flow

Hi @Anonymous,

I agree with @vecerpa's suggestions and methods. If you want to add information about the newly created task to Power BI Dataset, you only need to get the contents of this one task.

You could configure Add rows to a dataset directly using the Dynamic content of the trigger output, or configure the Get a task action according to @vecerpa method first.

In addition, if you want to add information about the task assigned to yourself to the Dataset, you could use "When a task is assigned to me" as the trigger.

Please take a try.

Best Regards,

Barry

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Community Power Pla... on at

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Re: Planner to Power BI via Flow

Thank you very much to both of you! A shame I did not think of that myself.

Now there just needs to be an action to update rows in the dataset, when a task in Planner is changed.

Regards

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Community Power Pla... on at

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Re: Planner to Power BI via Flow

Hello @Anonymous ,
did you get this ready? I'm also doing integration between Planner and Power Bi. My problem is that, I can't get the priority or labels to my excel table which I have connected to Power BI.

Do you have a solution for how to get the priority or labels from planner with flow?

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takolota1 4,944 Moderator on at

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Re: Planner to Power BI via Flow

@v-bacao-msft @vecerpa

You may be able to avoid some of this complexity if you use SharePoint templates that mimic Planner features:

https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Project-Tracker-SharePoint-and-Teams/td-p/1788102

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