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smjzahid
Helper IV
Helper IV

How to connect to Microsoft Planner from Power BI

Hi 

 

I would like to create a report in Power BI which pulls in data from Microsoft Planner. I can see there is no direct connector available as of today which does this. How do I bring in the entire data from specifc BUCKETS and visualise this using Power BI.

 

I wan to pull different fields from planner (see below snip)

 

Note: I have the role of Power BI Service Administrator assigned to me. I am not a global admin

 

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1 ACCEPTED SOLUTION
ChrisMendoza
Super User I
Super User I

@smjzahid -

I would guess you don't have access to Graph API https://docs.microsoft.com/en-us/graph/api/resources/planner-overview?view=graph-rest-1.0#visualizat...? That would be my initial thought on how to access the data.

Quite a few people will use Power Automate to CREATE items in a SharePoint List (or other) to use as the data source. Since you likely have existing data in Planner you would need to 'GET' the task items from each Plan. That will be fine for the already completed tasks but you'll also likely want to have the inprogress events updated in your SP List so you'll need to write a Power Automate to trigger on 'Task Complete' to update the record.

I outlined the 'GET' portion at https://powerusers.microsoft.com/t5/General-Power-Automate/Send-a-daily-email-of-incomplete-Planner-... and the 'Task Complete' is pretty straightforward as what is returned is the 'TaskID' so you can filter your datasource to update the record.

 






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1 REPLY 1
ChrisMendoza
Super User I
Super User I

@smjzahid -

I would guess you don't have access to Graph API https://docs.microsoft.com/en-us/graph/api/resources/planner-overview?view=graph-rest-1.0#visualizat...? That would be my initial thought on how to access the data.

Quite a few people will use Power Automate to CREATE items in a SharePoint List (or other) to use as the data source. Since you likely have existing data in Planner you would need to 'GET' the task items from each Plan. That will be fine for the already completed tasks but you'll also likely want to have the inprogress events updated in your SP List so you'll need to write a Power Automate to trigger on 'Task Complete' to update the record.

I outlined the 'GET' portion at https://powerusers.microsoft.com/t5/General-Power-Automate/Send-a-daily-email-of-incomplete-Planner-... and the 'Task Complete' is pretty straightforward as what is returned is the 'TaskID' so you can filter your datasource to update the record.

 






Did I answer your question? Mark my post as a solution!
Did my answers help arrive at a solution? Give it a kudos by clicking the Thumbs Up!

Proud to be a Super User!



View solution in original post

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