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Get Planner data into Power BI with a 2-ACTION Power Automate flow!
Power BI
4. Sept 2023 12:00

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

von HubSite 365 über Christine Payton

Power Platform Developer

Data AnalyticsPower BILearning Selection

There's no Planner connector in Power BI, but you can DIY with Power Automate! Here we make super-simple 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.

 

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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.