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

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Christine Payton

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

Here's the full details version of this video:
   • Get Planner Task Details with Power A...  

You can schedule refresh on the dataset for this with the technique here:
   • How to Schedule REFRESH on File & Fol...  

Or get Planner data for ALL your groups and plans here:
   • Get Planner Data for ALL your Plans i...  

Send Teams or Outlook notifications asking assignees to update specific tasks from Power BI:
   • Use the Power Automate visual in Powe...  

Or opt to send all tasks for a given assignee in a single email/chat:
   • Send STYLED Lists or Tables from Powe...  


Free Microsoft Gantt visual:
   • How to create a Gantt chart in Power ...  

or

David Bacci's open source Deneb template:
   • How to use David Bacci's Deneb templa...  

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):
https://github.com/chpayton/BIFiles/...

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

posted by Animelli74