Skip to main content

Notifications

Community site session details

Community site session details

Session Id : H82LVOitD0xtknt19PkbOl
Power Automate - Building Flows
Answered

Planner to Power BI via Flow

Like (0) ShareShare
ReportReport
Posted on 15 Jan 2019 07:16:40 by

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:

PlannerFlow.JPG

 

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 🙂

 

  • takolota1 Profile Picture
    4,859 Super User 2025 Season 1 on 13 Oct 2022 at 03:36:03
    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

  • Community Power Platform Member Profile Picture
    on 02 Dec 2019 at 21:03:55
    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?

     

  • Community Power Platform Member Profile Picture
    on 16 Jan 2019 at 07:41:57
    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

  • Verified answer
    v-bacao-msft Profile Picture
    on 16 Jan 2019 at 03:04:48
    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

  • Verified answer
    vecerpa Profile Picture
    786 on 15 Jan 2019 at 13:43:00
    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.

    Planner.jpg

    P.

  • Community Power Platform Member Profile Picture
    on 15 Jan 2019 at 10:06:41
    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.

  • vecerpa Profile Picture
    786 on 15 Jan 2019 at 09:58:36
    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.

     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Understanding Microsoft Agents - Introductory Session

Confused about how agents work across the Microsoft ecosystem? Register today!

Warren Belz – Community Spotlight

We are honored to recognize Warren Belz as our May 2025 Community…

Congratulations to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Power Automate - Building Flows

#1
Michael E. Gernaey Profile Picture

Michael E. Gernaey 18 Super User 2025 Season 1

#2
stampcoin Profile Picture

stampcoin 14

#3
Churchy Profile Picture

Churchy 12

Overall leaderboard