Automatically update EXCEL from PLANNER using FLOW
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- Опубліковано 19 вер 2024
- In this video we learn how to create a FLOW between Planner and Excel for business to update tasks from Planner to a Spreadsheet automatically when a task is created or modified.
Credit to the Power Users community for their help:
powerusers.mic...
www.tecprosvc.com
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Newbie to Workflows but would be nice to see this updated as this is the only video I see explaining this. Would be good to see this created from the beginning to help find everything better. Also would be good to see how to troubleshoot as mistakes happen and would be good to know how to id them and see what to look for. Otherwise, I appreciate the content.
I can't stand that pointer zoom on your screen. We only get to the see the characters for a half a second and not with the rest of the expressions. You need to slow down and make every large enough that we can read it. I had to pause and go back about 80 times. A write up in the description would be super helpful.
Can somebody help me? Tutorial looks very nice but I mess up following the "Itarate Action". I looks simply not available under Actions. Has it been renamed meanwhile?
Thank you so much... Just what i was looking for.. keep them videos coming..
Flow is not pulling up "Iterate Bucket" as an operation option. Issue could be solved if MS allowed Planner to communicate across platforms better.
I don't see iterate bucket either
@@chriscali4881 I think you just use "for each" now, which is the new Power Automate nomenclature, right?
@@OddPoliticalBedfellows Could it be apply to each?
Thanks, thanks, thanks!
After months of battling this exact issue I found the video and got it working!
Only issue I have found is when I add a new task, it adds all the previous ones again- I'm guessing it's to do with the loop- any tips would be much appreciated?
Great! Is there any solution to export the "concluded by" information to Excel? Didnt't find.
There is a community where you may get help powerusers.microsoft.com/t5/Building-Flows/Updating-excel-with-planner-tasks/m-p/316209#M33788
Thanks for a really helpful video. I've just started using Power Automate to try and integrate Planner, Excel and Outlook at work. I'm still ironing out some of the bugs but I have managed to create a task in Planner from Excel (13:59).
The basic workflow is a new email arrives in the inbox which adds a row to the Excel table from which a Planner task is created. I use the Message ID (which is horrific) as the Planner Title then once the task is created I update the Task with the Task ID and set that as the Task title as well. This is passed back to the Excel table as an update. I want an automatically generated reference in the Excel table to be the Task Title in Planner. The formula I've been using is =CONCAT("TE",G2) where G2 is the formula =TEXT(ROW()-1,"000") which outputs "TE001". The problem so far is Power Automate recognises this as a null value which causes an error but I think I just need to use "List rows present in a table" first.
As you have a recurrence running, would it not be possible to set a condition if the Task ID is blank then create a task using details in the row and then update the Excel table with the Task ID? You may have to "List rows present in a Table" first.
AWESOME tutorial! thanks for you help 🧡
YOU'RE MY HERO. THANK YOU SO MUCH
Thank you for the video. I really appreciate it. I created this flow for me, it shows no error, but it is getting timeout in the loop. Can someone please guide me on how to work around it?
could it be possible to have an updated version? I also tried and it doesn't work
Anyway to add "get user profile" into this solution to get Display Name of user that has task assigned to?
Hi, Did you find the solution? facing the same problem.
I have a problem in step 4
An error occurred in the execution of the template action "Value_buckets": the result of the evaluation of the expression "for each" "@items ('buckets')? ['Id']" is of type "String" . The result must be a valid array.
you didnt't write the same thing that the autor did, it was other thing, you can see this into expressions.
There is a community where you may get help powerusers.microsoft.com/t5/Building-Flows/Updating-excel-with-planner-tasks/m-p/316209#M33788
How can I change the format of the date and time of the fields to excel? I have tried formatDateTime(triggerBody()?['CreatedDateTime'], 'dd/MM/yyyy hh:mm:tt') but nothing changes
There is a community where you may get help powerusers.microsoft.com/t5/Building-Flows/Updating-excel-with-planner-tasks/m-p/316209#M33788
very useful!!!!! Thank you!
Hi im stuck at body('List_bucket/task')?['value']
I cant find in the dynamic value which contain bucket/task.
Simply say can you do tutorial for step 4 1 by 1 again?
For some reason I don't see the option for Iterate bucket.
Great video! I'm very new to the FLOW and planner world and my challenge at the moment is doing the exakt opposite of this video. In other words, update tasks in Planner from Excel. If anyone has a clue on how to do this i would really appreciate this. As of now, i have a flow that create Planner tasks from excel. But, I have not figured out how to update task details as a separate flow.
There is a community where you may get help powerusers.microsoft.com/t5/Building-Flows/Updating-excel-with-planner-tasks/m-p/316209#M33788
Brilliant! Brilliant! Brilliant!
Hello, this method able to get data from MS Planner Label to update in MS Excel ? Appreciate your response thank you..
Hallo, where do I find "iterate"?
Its called Apply to each since a while
Thank you for the video! I am trying to replicate this with Power Automate - how did you resolve the first error?
Can you export labels too? Microsoft going to increase number of labels significantly soon so would be useful to filter Excel by label to create reports.
Labels, not exportable. Microsoft is not doing development on this connector for Planner.
Hi there, the template on the power automate is different to the youtube tutorial
can you please advise
It keeps skipping the condition length(body('List_rows_present_in_a_table')?['value']) for me. Why is that?
And it skipped also both the add a row and update a row
@@janellekayeadefuin1716 Did you find out why? I have the same problem
@@Soumyans Did you find out the solution to the List Rows Present in a table issue?
same problem. Did you find out a solution for this ?
Please help us
Hi
Changing a title will trigger an update of the task name yes, but fetching the correct bucket name doesn't seem to work. Looks like it just iterates through the bucket names available and updates the excel with the current bucket and then ends at the last one. Anyone have solved this?
I tried over 20 times and can't get it to work😭
The zoom in hover circle is distracting AF and harder to see the video.
Thank you, will change our practice in the future.
Hello, great content!! I can't connect the Priority of the task with my flow, do you have any tip for that? Thank you!
There is a community where you may get help powerusers.microsoft.com/t5/Building-Flows/Updating-excel-with-planner-tasks/m-p/316209#M33788
What Template did you use for this flow? I did not find it in the video or else I have missed it.
I didn't either. But I created the flow accordingly, even a little bit challenge.
@@erecoxue782 how did you manage to replicate the same flow? I'm trying to do so but I'm having a hard time. Mind helping a brother out? :)
@@devilcrazy94000 I am sorry I overlooked your msg... As I know we can use that '3 dots' button of each action in Flow to replicate, is that what you want? Or do you want to copy to a new flow? it can be done via 'Save as' :)
@@erecoxue782 Can you send me your finished flow? Mine doesnt run
@@erecoxue782 Would it be possible for you to send me your flow template as well, please? That would be very helpful and most appreciated.
Hi, did anybody manage to get this flow to work? I tried many times but is not working. Thanks
There is a community where you may get help powerusers.microsoft.com/t5/Building-Flows/Updating-excel-with-planner-tasks/m-p/316209#M33788
This worked for me; thank you! However, it appears to be creating duplicate line entries in the xls, and I don't understand the pattern. I let it run over the past hour, and it created three identical entries for one task, two of another task, and two for the same task but different TaskIDs. The other two tasks appear fine. Also, one of the runs ran for 6 mins for whatever reason (I hadn't made changes around that time), while all other runs before and after ran 40-50 seconds.
Hello, I have the same problem. Did you get a fix for the issue? Thanks
@@srimanthramesh6525 nope sorry
@@srimanthramesh6525 Did you get a solution now?
My flow takes 10 minutes and what can it be for?
If user delete a task in planner, how do I set another condition?
Hi Miguel
I can't seem to find the function Iterate bucket in my selection. Is there an alternative ?
It looks like Microsoft changed iterate to "apply to each" but it should work the same.
apply to each
There is a community where you may get help powerusers.microsoft.com/t5/Building-Flows/Updating-excel-with-planner-tasks/m-p/316209#M33788
How can I make sure the comments from planner get brought in?
You are not showing the Assign to the column. That one produces issues.
Thanks for this but it has many gaps that are cause more arrays within the flow leading to errors 😑😑
Did anyone get this to work because I didn't...
A lot of folks have difficulties with this flow. The majority of errors are typos, such as the apostrophes. I have now moved to create a different approach which consists of creating a custom connector, rather than relying on filtering the spreadsheet.
Hi also can’t get the flow to work, it says it is running successfully but no outputs are shown in the excel spreadsheet saved to share point.any guidance would be appreciated
@@tecprosvc8698 Please show us
@@tecprosvc8698 where can we find this new approach?
Blabber…lol!
Getting this error while updating the row.
{
"status": 409,
"message": "Excel table already has a row with id 'FeqEbDQbWkCv2ju5KGsd4ZYANBt-'.
clientRequestId: 03af3f27-6676-4b01-8a2e-00db746f892e",
"error": {
"message": "Excel table already has a row with id 'FeqEbDQbWkCv2ju5KGsd4ZYANBt-'."
Can someone suggest ?