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I have used templates, I have created from scratch a few different ways, gone a few different ways about it - nothing.
Essentially, I would like to use PowerAutomate to help me pull the status and information out of Planner into an Excel sheet. Both the Planner Plan and Excel sheet I was trying to use are housed within a shared team I created.
In Planner, I have buckets correlating to different issues that need to be corrected and cleaned up. Each bucket has multiple steps. What I originally thought, was that I could create a table in Excel, and then when tasks are updated it would automatically update the specific cell (column for the task category, row for the bucket name). I could not get this to work.
So instead, I wanted to create a flow that I could run daily/weekly to basically update a running spreadsheet. It would pull the list of buckets for each row, and then update the different corresponding columns for each row. I can't even get the list of buckets to export into an excel sheet!
BadRequest errors, value must be present for the item, 400 errors. I'm about to lose my mind, I'm fairly new to PowerAutomate, but I've built flows before that worked pretty easy.
Hi @d2r ,
Understood. The purpose of the template flow is a foundation to continue building on to get you what you need; so I understand it isn't going to provide everything you need OOTB.
Ok, so while I understand the format you need with tasks in columns and not in rows, understand that is not in a tabular model and I'm not saying it can't be done but the level of effort is high. That's because a Task is a record and lives in a row (shown below in column A).
Here's my recommendation: get comfortable with a tabular model, as in, a task is a record, in a row, and start by getting the data points you want and need. The format you are showing above can easily be a pivot table in Sheet2 that can provide that format.
Thank you so much for responding!
I tried that flow you had shared, and all it really ended up doing was listing the task itself but nothing else, and because all the buckets share tasks named the same thing, it didn't really do anything.
What I would like to do, is be able to have it run daily/weekly, and update a table that looks like below. All the example tickets/buckets share the same process.
I've exported straight from Planner as well, and while this may work, it will need a bit of cleaning up, and doesn't really serve the purpose (having one running excel sheet that leadership can look at whenever they want an update)
Hi @d2r ,
Sorry to hear that and I know how frustrating it can be! Hang in there! Question for you, have you tried with the initial template available in the template library for a basic weekly Planner to Excel update flow? I'm thinking that this may be a good foundation for you to start with and then expand on that with additional details.
One other option to consider is if you are doing a weekly export, you can also just export the data directly from the Planner board itself. I understand this isn't an automated option but the export is pretty fantastic and is going to have all the data you are looking for.
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