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Automatic exportion from Planner to Excel

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Posted on by Community Power Pla... Microsoft Employee

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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manuelstgomes 6,625 on at

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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

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Community Power Pla... Microsoft Employee on at

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Thanks, @manuelstgomes

but do you know how to get the exportation part to work as well?

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manuelstgomes 6,625 on at

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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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Community Power Pla... Microsoft Employee on at

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Hey @manuelstgomes
I get this error message when applying (Apply to each) and this is how I've set it up.

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manuelstgomes 6,625 on at

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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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Community Power Pla... Microsoft Employee on at

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Thanks @manuelstgomes

When I'm selecting the output from previous steps, do I select from List Plans from a Group or List Tasks?

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manuelstgomes 6,625 on at

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hi @Anonymous

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

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Manuel

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Matthew1900 23 on at

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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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