This video creates a Power Automate flow to extract all of the Microsoft Planner tasks and details and outputs them into a file stored in SharePoint. This includes assignee name and profile, task description, status, buckets, subtasks, and the colored flags/tags. We can connect to the data using Power BI to put it in a table or Gantt chart and then schedule refresh on the dataset!
Here's the next video in this series on how to model and visualize the Planner data:
• Report on Planner Data in Power BI
And how to get Planner data for ALL your groups and plans:
• Get Planner Data for ALL your Plans i...
Or, you can 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...
0:35 Intro to Planner task data
2:10 Create the Power Automate flow
5:28 Loop over tasks to get details
6:38 Get assignee names (and error handle profiles that don’t exist)
15:00 Get Planner flags data
17:55 Store the data in a file in SharePoint