![]() You will need to ensure you configure and select connections for the following resource types. The Flow is a cloud flow that is set to run each night at 11:00pm. Open Power Automate and import the Flow package. Update the Excel file with the scripts.Ĭreate the new scripts against the Excel file by copying and pasting the code from each script file into the scripts code editor in Excel. Please leave the table names the same, as Power BI uses hard coded table names as part of the query. It doesn't matter what the folder or file name is, but make sure you remember where you have saved the file as this will need to be entered multiple times in the Flow. ![]() Upload the Excel file into a SharePoint folder. If a team already exists, and the Plan is being created, associate the Plan with the relevant team.įigure 1 - Create a Team and associate it with the existing Group created when the Planner Plan was createdįigure 2 - Create a new Plan against and existing Group Store the Excel file in a SharePoint folder. PowerAutomate queries every Team in turn and returns the Planner plans associated with the Team therefore if no Team exists for a Plan then a Team must be created and associated with the existing Office365 group that was created as part of the Plan creation. pbit file and enter the web URL of the Excel fileĪssociate each Plan with a Team in Microsoft Teams. Test, test, test, until the flow runs successfully!!.Update the flow to point to the SharePoint document library.Add the scripts to the automate tab in Excel online, and test that they work (assuming you are using one of the flows that needs an Office Script).Import the Flow package into Power Automate.Upload the Excel file into a SharePoint document library.Associate each Plan with a Team in Microsoft Teams.The following outlines the deployment and configuration process to deploying the solution, and assumes you are using the flow with Office Scripts. A Power BI template (.pbit) file that visualizes the Planner data.An Excel file that holds the Planner data.The office script files that are used to empty the tables in Excel (if necessary)Īdditionally, the following two files are common across all of the flows.An exported Flow package that copies the Planner data into an Excel file.The following files are included in each folder It is based on the Parallel with Office Scripts flow. The folder called Single Team allows you to just sync Planner tasks for a single Office Team. Some people have found that this is the fastest flow, but on my system this is inconclusive. The folder called Sequential is modification of the Office Scripts flow, however it consists of just a single branch in the flow. Anecdotally the flow with Office Scripts is more stable and runs faster. The next modification was to use Office Scripts and this is available in the Parallel with Office Scripts folder. The original flow (as per the youtube videos reference above) and is available in the Parallel with no Office Scripts folder. ![]() The repository contains four versions of the PowerAutomate flow. The orgininal flow has been amended several times, for an overivew of the whole process you need to watch both the original video and then follow it up with This repository contains files and information required to sync the tasks from Microsoft Planner to an Excel file stored in SharePoint, which can then be read by Power BI so in simple terms it provides an automatic sync between all Planner plans and Power BI. Planner-PowerBI-with-PowerAutomate Synching Planner Plans to Power BI using Power Automate Introduction ![]()
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