Report on Planner Data in Power BI

This video is about how to connect to and model your Microsoft Planner data in Power BI. We’ll go through how to split our Assignees, subtasks, and color flags into dimensions for filtering, then display our subtasks in a table visual with icons to indicate the status. This data source is something we can schedule refresh on, as well as query with Power Automate for more automation fun!

The file demoed in this tutorial is available in GitHub here:
https://github.com/chpayton/BI-Files/...

The tutorial for how to automate the export of Planner data with Power Automate is here:
   • Get Planner Task Details with Power A...  

You can schedule refresh on the dataset for this with the technique here:
   • How to Schedule REFRESH on File & Fol...  

Or get Planner data for ALL your groups and plans here:
   • Get Planner Data for ALL your Plans i...  

Send Teams or Outlook notifications asking assignees to update specific tasks from Power BI:
   • Use the Power Automate visual in Powe...  

Or opt to send all tasks for a given assignee in a single email/chat:
   • Send STYLED Lists or Tables from Powe...  

I got the unicode IDs for the subtask icons here... the reason I use this one is because it has a “search” feature (the ads there are annoying sorry!):
http://xahlee.info/comp/unicode_index...

Here's how to put task data in the Microsoft Gantt chart visual:
   • How to create a Gantt chart in Power ...  

If you're looking for a reference to recreate the color labels in Power BI, I have the color codes for each here: https://christine-payton.com/microsof...

1:14 Get your JSON file/path
2:29 Connect to the file & set the path to SharePoint
3:36 Transform the data in Power Query
10:24 Model the data
11:51 Create calculated columns for Assignees, Flags, Subtasks
18:06 Visualize the tasks
20:11 Next steps