• Yash Agarwal

Export Planner data to Excel using Power Automate

In this #PowerShot, I will share a flow setup that can be used to export tasks related data from a planner plan to Excel. This includes data like the categories applied to a task, notes on the task, completion percentage, assignments etc.


Let's get started!


If you have previously worked with the planner connector, you may have noticed that the Get Planner or the Get Tasks or the Get Task Details actions, do not return all the data associated to a task. Also, it is difficult to directly get the applied categories on a task and so, I have created this flow setup that gets you all these details from a Planner task and saves the data to excel.


A few important pointers in the flow are parsing array objects, parallel processing of data, handling multiple variables with different data types, error handling and etc.


The flow can be downloaded from here.


This flow basically gets you all the data from planner and store that on an excel table. You can setup separate flows to clean up the excel table or archive that data before a new import from planner to make the system more self maintained.


I hope you found this interesting and it helped you. Thank you for reading!

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