The matrix visual in Power BI is a bit fiddly to work with, particularly when you’re working with text-based data. It likes to auto-summarize any text fields you add, and typically you want a little more control over the header groupings than it wants to give. Here’s an example of what the task data looks… Continue reading: How to Make Your Matrix Behave
There’s not a connector for premium like there is for basic Planner! This topic comes up a lot, and I had a hunch that it wasn’t as simple as you’d expect, but it turns out you really can’t use the Dataverse connector to update premium Planner tasks: I tested this out using a basic “update… Continue reading: Can you update a task in Premium Planner for the Web with Power Automate?
If you’ve been following my series on how to get Planner data (basic Planner, not premium) with Power Automate, you may have noticed that there is not a “completed by” user name or ID field available as a dynamic content card. We can still get the completed-by data using direct references to the JSON output… Continue reading: How to get “completed by” user data for Planner
If you use Microsoft Planner or Project for the Web, you’re probably familiar with the colored labels you can add to tasks. These can be renamed to whatever you like; they’re used to “flag” tasks. When we pull this task data into Power BI, we lose a lot of the label details. If we’re using… Continue reading: Microsoft Planner / Project for the Web Color Label Values
You may have noticed that if you’re trying to make a Gantt chart in Power BI, there aren’t a ton of really great options, particularly in the “free” category. I picked up David Bacci’s Deneb template because it does milestones, dependencies, and phases, which the Microsoft Gantt is pretty lacking in feature-wise. David Bacci has… Continue reading: How to use David Bacci’s Gantt Deneb Template
So I completely re-worked the way I did this in my YouTube video, here’s the new method. I’ve not yet had time to go through and re-write the associated blog article but wanted to leave the post here in case there’s any links persisting out there. Please see the video for the most up-to-date instructions!… Continue reading: Get Planner checklist/subtask items using Power Automate
If you’re looking for a simple no-code way to get Microsoft Planner data, Power Automate is the way to go. We can create a scheduled flow that stores the data in a SharePoint Online path, then connect to that file with Power Query in Power BI or Excel! Create a Scheduled Power Automate flow In… Continue reading: Get Planner data with Power Automate