Power Automate: Compare and replace excel cell value with bucket id from planner

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Posted on by brennes

Hi all,

I am currently building a workflow were I manually trigger the creation of three buckets in planner.

Now I want to read the values inside an excel sheet to create tasks and assign them to their specific bucket.

My idea is in order to automate this workflow I need to compare the bucket name from the workflow with the bucket name inside the excel sheet and if they are identical the workflow should update the excel sheet with the bucket id.

The step after that is already working for me and all the tasks are getting created but they are not assigned to one of the three buckets.
Is there a more easy approach or can you tell me how I can create a logic with my idea?

Thanks in advance!

Update:

For whateve reason I cannot set this question to "answered" as it keeps loading to infinity after I choose an answer.

I will quote the correct answer here again to give more clarity:

From the way your flow is currently structured it can be assumed that you are intending to only run this flow once since you are creating the buckets before you are checking your Excel table.

However, if you want to be able to run this flow to create tasks and have them placed in specific buckets anytime you run the flow, you will need to adjust your flow logic.

Refer to this section of the tutorial I linked in my original response it covers the logic that you need to add into your flow.

List all Buckets in the Plan

While looping through the current item, check to see if the Bucket name matches a Bucket in your plan

If not, create a Bucket then add the task to the bucket. If one already exists, create the task and add it to that bucket.

Tip: Add a Column in your Excel sheet to track which items have already been added to Planner. This way when you run the flow again, you can filter out the items that have already been added (preventing duplicate tasks).

Hope that helps!

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Building flows

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creativeopinion 10,502 Super User 2025 Season 2 on at

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You might be interested in the YT Tutorial linked below. If you still have issues, and you are using the new designer—toggle it off and click each action to expand it and upload a screenshot of your flow in edit mode.

⚡️Automate Microsoft Planner Tasks: Create Tasks from SharePoint & Excel in Minutes

Do you want to quickly create tasks in Microsoft Planner from a SharePoint list or an Excel table? In this Microsoft Power Automate tutorial I’ll show you how to build a flow that will:

⚡️ Create a task in Planner for each of your SharePoint list items
⚡️ Create a flow that will trigger each time a new SharePoint list item is created
⚡️ Create a tasks in Planner from an Excel Table
⚡️ Add a description to your tasks

IN THIS VIDEO:
✅ How to bulk create Planner tasks from a SharePoint List
✅ How to use the Get Items action with a filter query
✅ Tips on creating a fast flow while building and testing
✅ How to create a string of email addresses from a multi-person choice column
✅ How to dynamically select a bucket in the Create a Task action
✅ How to use the Filter Array action
✅ How to use the Condition action
✅ How to use the Create a Task action
✅ How to automatically create a Planner task when a new SharePoint list item is created
✅ How to bulk create Planner tasks from an Excel Table
✅ How to add a task description to a Planner Task

Hope this helps!

Consider giving me a ❤️ if you liked my response!

👉 Level up your Power Automate skills by checking out my tutorials on YouTube
👉 Tips and Tricks on TikTok and Instagram

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brennes 12 on at

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@creativeopinion

Thank you for your reply but this doesn't help me with my issue at all.

I want the tasks to be automatically sorted to their bucket and the flow should get the buckets from the excel file, compare them with the created ones in the flow and update the excel file with the bucket id.

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creativeopinion 10,502 Super User 2025 Season 2 on at

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It would be helpful if you could provide screenshots of your Excel file and your Plan. It would help to provide more insight. The more information you can provide the easier it is to recommend next steps.

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brennes 12 on at

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@creativeopinion

That is true and I totally forgot about that.

Here is the table structure I use to create the tasks with the details:

With "Plan" to do you mean my Planner overview?

If yes then I can only show you my idea:

My only problem is that I want the tasks to get assigned to the bucket in my excel sheet.

But the buckets are getting created automatically before checking the excel.
So I need to compare the names and insert the bucket id in the excel instead or is there a different approach?

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creativeopinion 10,502 Super User 2025 Season 2 on at

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From the way your flow is currently structured it can be assumed that you are intending to only run this flow once since you are creating the buckets before you are checking your Excel table.

However, if you want to be able to run this flow to create tasks and have them placed in specific buckets anytime you run the flow, you will need to adjust your flow logic.

Refer to this section of the tutorial I linked in my original response it covers the logic that you need to add into your flow.

List all Buckets in the Plan

While looping through the current item, check to see if the Bucket name matches a Bucket in your plan

If not, create a Bucket then add the task to the bucket. If one already exists, create the task and add it to that bucket.

Tip: Add a Column in your Excel sheet to track which items have already been added to Planner. This way when you run the flow again, you can filter out the items that have already been added (preventing duplicate tasks).

Hope that helps!

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brennes 12 on at

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Thanks I will try that out.

Oh and I didn't mention the reason why I only run it "once".

I am creating a new channel for a new user in Teams with another workflow.

Because I don't have the premium connectors I have to add the planner app manually and therefore I am rolling out buckets and tasks manually as well.

I have to edit to plan id every time I want to roll out the tasks for a different user and it's basically always the same tasks for an onboarding procedure.

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brennes 12 on at

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Refer to this section of the tutorial I linked in my original response it covers the logic that you need to add into your flow.

List all Buckets in the Plan

While looping through the current item, check to see if the Bucket name matches a Bucket in your plan

If not, create a Bucket then add the task to the bucket. If one already exists, create the task and add it to that bucket.

Tip: Add a Column in your Excel sheet to track which items have already been added to Planner. This way when you run the flow again, you can filter out the items that have already been added (preventing duplicate tasks).

I had to restructure my whole plan but it is working now.

For some smaller adjustments I will look further into the documentation and do some trial and error but that was one point I couldn't get past so thank you very much!

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