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Enterprise Reporting -Microsoft Planner data to Power BI via Flow

Event Description:

Many organizations use Microsoft Planner because it’s free if you have an Enterprise Plan! This is good news, but unfortunately it is difficult to report across multiple plans; the reporting options simply haven’t been built by Microsoft. To address this need I’ve created and published a solution that enables you to bring Planner tasks and assignments into Power BI which can be deployed by anyone who has access to the Power Platform.

Learning Objectives:

  • How to use Microsoft Planner to plan and track a lightweight project
  • How Planner interfaces with Microsoft Teams
  • How to use the Tasks by Planner and “To Do”

This webinar is eligible for 1 PMI®PDU in the “Ways of Working” category of the Talent Triangle.

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Written by Ben Howard

Ben Howard – Awarded Community Leader for his very popular and comprehensive UK web training series and has over 30 years of experience of implementing enterprise solutions for customers worldwide.  During that time, he’s worked for IBM, DELL, and Microsoft, as well as several smaller organisations. He now runs his own consultancy (Applepark Ltd), providing Project, Project Online and Power BI implementation and training services. He has been awarded the Microsoft Most Value Professional award for Project for the last 13 years, blogs semi-frequently at www.applepark.co.uk, produces video training for Pluralsight and his own YouTube channel, and finally was responsible for producing P2O, an application that exports tasks from Microsoft Project into Outlook.  You can catch him at ben@applepark.co.uk

 

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1 Comment
  1. re: the question at 36:05 – You can certainly import tasks into a Planner plan using Power Automate. It’s a little fussy, but it can be done. It is surprising there isn’t an easy way to do it.

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