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:
• Get Planner Task Detai...
You can schedule refresh on the dataset for this with the technique here:
• How to Schedule REFRES...
Or get Planner data for ALL your groups and plans here:
• Get Planner Data for A...
Send Teams or Outlook notifications asking assignees to update specific tasks from Power BI:
• Use the Power Automate...
Or opt to send all tasks for a given assignee in a single email/chat:
• Send STYLED Lists or T...
Free Microsoft Gantt visual:
• How to create a Gantt ...
or
David Bacci's open source Deneb template:
• How to use David Bacci...
Here's the custom Power Query formula we used to flag late items in the video (Github link, KZitem does not allow some of the code characters in the description):
github.com/chpayton/BI-Files/...
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
Негізгі бет Ғылым және технология Get PLANNER Data into Power BI with a 2-ACTION Power Automate Flow!
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