Get Planner data into Power BI with a 2-ACTION Power Automate flow!

The main topic of the text is about getting Planner data into Power BI through a 2-action Power Automate flow. Power BI lacks a Planner connector but this can be overcome by creating your own using Power Automate.

• An easy-to-follow Power Automate flow is utilized to collect and archive the data on a regular schedule.
• Planner task data can be visualized through the use of Microsoft's Gantt visual or David Bacci's open source Deneb template.
• The custom-made Power Query formula featured in the video can be applied to mark delayed items.
• Pertinent timestamps within the video include moments when the Power Automate flow is generated, file overwriting is activated, the file path is duplicated and downloaded, the connection in Power BI is enabled, data is cleaned up, a custom column is added to flag late tasks, and the refresh is planned.

Further Explanation on Microsoft Planner to Power BI

Power Automate flow, which the text introduces as a solution, is key to improving productivity and work efficiency. By creating an automated flow, data from Planner can be stored and easily visualized in Power BI. Not just that, it also features the ability to clean up the data, add custom columns to flag late tasks, enabling of file overwriting and scheduling of a refresh. Therefore, despite the absence of a Planner connector in Power BI, with Power Automate, you can completely DIY this process.

Learn about Get Planner data into Power BI with a 2-ACTION Power Automate flow!

The text discusses using Power Automate flow, a module of Microsoft Power, to import Planner data into Power BI. Although there isn't a specific Planner connector in Power BI, the text describes how users can generate a simple Power Automate flow to collect and store data. This process can be performed on a schedule for added convenience. Additionally, the text mentions the visualization of Planner task data using the free Microsoft Gantt visual or David Bacci's open-source Deneb template. The process also involves using a custom Power Query formula to flag late items.

More links on about Get Planner data into Power BI with a 2-ACTION Power Automate flow!

Connecting Planner to Flow to create BI reports

Mar 12, 2020 — Hi everyone, Im very new to Power Automate. I have to create a Report with Planner Data but I have seen that a lot of people suggested to use flow in.

How to connect to Microsoft Planner to Power BI

There is a Power Automate Template (Export Microsoft Planner tasks to a SQL database). You can export Planner data into a database at a scheduled time and ...

Planner - Get more task details - Power Automate Ideas

You would just need to lincense one user (your service account) and develop your flows for this account only. The triggers used should be applied to plans ...

Visualizing Microsoft Planner & Tasks data in Power BI

Feb 16, 2021 — In this article we look at how to get Microsoft Tasks / Planner data into Power BI, to make analytical reports from our operational Planner ...

Use Flow to push the data from Planner into SharePoint lists?

May 19, 2021 — Use Flow to push the data from Planner into SharePoint lists (one for plans, one for boards and another for tasks) - then report in Power BI on ...

Microsoft Planner-to-Excel Power Automate Query

Mar 20, 2023 — I am trying to setup a flow with Power Automate between Planner and Excel to pull through any updates in Planner (tasks or buckets) into an ...

ben-howard/Planner-PowerBI-with-PowerAutomate

Contains a PowerAutomate file that takes data from Planner, writes it to Excel, ... data from Planner, writes it to Excel, which is then visualised in Power BI.

Microsoft Power Platform A Deep Dive: Dig into Power Apps, ...

Dig into Power Apps, Power Automate, Power BI, and Power Virtual Agents (English ... id and plan id. 2. Next, to get the user e-mail to add another action.

Keywords

Microsoft Power Automate flow for Planner, Integrating Planner data into Power BI, Using Power Automate for Power BI data, Power Query formula for late tasks in Power BI, Microsoft Gantt visual with Planner task data.