Get PLANNER Data into Power BI with a 2-ACTION Power Automate Flow!

There's no Planner connector in Power BI, but you can DIY with Power Automate! Here we make super-simple Power Automate flow to grab and store the data on a schedule.

Here's the full details version of this video:

You can schedule refresh on the dataset for this with the technique here:

Or get Planner data for ALL your groups and plans here:

Send Teams or Outlook notifications asking assignees to update specific tasks from Power BI:

Or opt to send all tasks for a given assignee in a single email/chat:

Free Microsoft Gantt visual:

or

David Bacci's open source Deneb template:

Here's the custom Power Query formula we used to flag late items in the video (Github link, YouTube does not allow some of the code characters in the description):

0:00 Intro
0:43 Create the Power Automate flow
2:44 Enable overwriting on "create file"
3:39 Copy the file path & download
4:45 Connect in Power BI
6:35 Clean up the data
7:05 Add a custom column to flag late tasks
8:20 Schedule refresh

[AngeloBommarito]

Definitely one of the best Power automate videos on the web. No missing steps, straightfoward and to the point. Keep making great content!

[akkoordvanwassenaar]

Thank you for your excellent information on customizing planner data in Microsoft PowerBI. I am starting to learn and I'm feeling more confident now I have your video's to teach me how to proceed. Thank you very much from the Netherlands.

[komailbutt]

Nice video. Thanks for making it. Looking forward to the second part .

[corybeyer]

This was an amazing video. You made this sound so easy. I'm thankful you took the time to make this video.

[stalawina]

I am usually pretty silent on Youtube, but God you're great! I've been looking for such a tutorial for a while. I use Planner a lot in my organisation it works perfecly on a day to day basis. I have one bucket for each equipement of my shop and have scheduled tasks that are automatically assigned to Azure AD groups.

But creating reports was not easy with Planner itself. The only way was to manually export to Excel every time.

Now, if I could have access to the description and comments of each Planner tasks, that would be heaven.

Thanks again Christine!

[zzota]

This is just what I was looking for 🙂Thanks Christine.

[JamesFujitsu]

This is a great video, thanks so much!

[HI-gfnk]

Thank you so much for sharing, great video, easy to follow :)

[astatine]

This is great, thank you. It solves a problem of 'scattered' data that we can consolidate views and analytics in power bi. tasks and other docs.

[brunojeronimotech]

Great video, I managed to import it. For those using professional access (company account), I had to use an organizational account to release the font.

[berkay]

Thank you for the video! What about if I want to add description and checklist items parts of the tasks to my PowerBI dashboard? There should be another step as get task details in the flow? I have tried it however, when I select description or checklist items in value field, it applies an "apply to each" action which makes everything confusing for me. Thank you in advance!

[emmaforster]

great video!! is it possible to show the labels of each task in power bi?

[alexanderostos]

Great video! Very helpful indeed! What happened with the part 2 video? Can't find it and it was here before :(

[AliceJakins-hbll]

thank you for the video. Do you know if it is possible to connect multiple planners across multiple teams into power bi?

[MESMVIX]

First of all I want to thank you for this clarifying video.
I follow the steps but seems that something is missing when PBI gets data from JSON file. I reviewed several times the part PBI imports the columns. Comparing the example on the video, the column "value.CompletedDatetime" was not showed im my results. I tried to find but couldn't find.
Have you ever expirienced something like that?

[RitaMendesFonseca]

Hi, can you give the code from the custom column please

[bethnorbury]

Great video! Is there a way to get the assigned to User ID through?

[thomasbraud]

Hello Christine, great video, thank you for the help !
Do you know if it's possible to get Notes and Comments of the tasks ? If yes, what is the name of theses columns in power query ?
Thank you in advance

[Guinosh]

Typing body into the dynamic content field at the File Content step for me doesn't find anything. I see the various other dynamic items like value Id, value Title, etc., but no body. If I use one or more of them, I can generate the JSON file, but each line overwrites the last as a For each auto-generates if I pick any of the dynamic content items I do have.

[oliverfisk]

The video is very clear but I do not get the same options when creating the file step. There is no body option either in list or through search.