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Automatic exportion from Planner to Excel

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Posted on 30 Jan 2020 07:33:26 by Community Power Pla...

Hey!

I was wondering if anyone here have been able to make a flow where they created a scheduled trigger every day and it exports everything from every plan into a Excel list?

With this I want to export it further into PowerBI

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Matthew1900 23 on 29 Dec 2021 at 23:14:34

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Re: Automatic exportion from Planner to Excel

Thank you. I am dealing with similar issue. How would I develop a flow that checks to see if task already exists and either updates the details accordingly or creates a new "row"?

Also, is it possible to export the individual check list items as separate items (not just combined into one cell, separated by commas)? Thanks again!
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manuelstgomes 6,625 on 30 Jan 2020 at 10:09:12

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Re: Automatic exportion from Planner to Excel

hi @Anonymous

If you want the tasks then you should get them from the tasks.

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Manuel
Community Power Pla... on 30 Jan 2020 at 10:02:51

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Re: Automatic exportion from Planner to Excel

Thanks @manuelstgomes

When I'm selecting the output from previous steps, do I select from List Plans from a Group or List Tasks?
manuelstgomes 6,625 on 30 Jan 2020 at 09:54:14

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Re: Automatic exportion from Planner to Excel

HI @Anonymous

You haven't assigned the fields yet to the Excel columns. At least, the ID is required, hence the error.

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Manuel
Community Power Pla... on 30 Jan 2020 at 09:45:25

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Re: Automatic exportion from Planner to Excel

Hey @manuelstgomes
I get this error message when applying (Apply to each) and this is how I've set it up.
manuelstgomes 6,625 on 30 Jan 2020 at 09:38:12

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Re: Automatic exportion from Planner to Excel

Hi @Anonymous

Sure, after getting the tasks, you can do a "For Each" and insert that information into an excel using the "Add a row into a table".

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Manuel
Community Power Pla... on 30 Jan 2020 at 09:32:23

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Re: Automatic exportion from Planner to Excel

Thanks, @manuelstgomes

but do you know how to get the exportation part to work as well?
manuelstgomes 6,625 on 30 Jan 2020 at 09:19:56

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Re: Automatic exportion from Planner to Excel

Hi @Anonymous

You can list the plans for a group and then list all tasks for that group.

Here's the skeleton:

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Manuel