If you’ve been following the series on how to get Planner data in Power BI, you might also want to create clickable hyperlinks to tasks in your table visuals. Assuming your data structure is the same as that in the linked video, all you need to do is add a custom column in Power Query, then set the data type to “web URL”. The links can then be used to conditionally format the title field in a table to make links “clickable” to Planner from Power BI.
[UPDATED] New UI Link Structure
The new Planner UI consolidates premium and basic plans. The link structure is different from the “old” Planner, but the process is the same. Here is the new link pattern – use the same technique as below but with this URL instead. 🙂
The code below is for basic tier Planner. The concept is very similar for premium Planner, but you use different fields to compose it (this video has a walkthrough).
https://planner.cloud.microsoft/webui/plan/plan_id_here/view/board/task/task_id_hereThe custom column formula in Power Query would look like this:
"https://planner.cloud.microsoft/webui/plan/" & [planId] & "/view/board/task/" & [taskId]Premium Planner is similar but slightly different. The links look like this:
https://planner.cloud.microsoft/webui/v1/premiumplan/plan_id_here/org/<tenant id here>/task/<task id here>Currently the “old” URL structure still works for premium Planner, so if you’re following the video you’re okay. If you want to use the new link structure, copy a link to an existing task in Planner and pull your tenant ID out of that link – it will always be the same for all links, so you can just drop it in to your Power Query code directly (or make it a parameter if you’re feeling fancy).