Get Planner Data for ALL your Plans in ALL your Groups with Power Automate!

We're taking the process of getting all of our tasks for a Planner plan in Power Automate and extending it to ALL our groups and ALL our plans by adding those actions to an "apply to each" loop. We can schedule the export and the refresh on these so the process is fully automated! This technique is great for when you're managing multiple projects.


This video builds on the techniques in prior videos:

Part 1 - Get Planner Task Details with Power Automate
   • Get Planner Task Details with Power A...  

Part 2 - Report on Planner Data in Power BI
   • Report on Planner Data in Power BI  

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

Here's how to schedule refresh on it:
   • How to Schedule REFRESH on File & Fol...  

And use Microsoft's free Gantt chart custom visual:
   • How to create a Gantt chart in Power ...  

1:02 Get all Groups & Planner Plans in Power Automate
4:18 Move multiple actions into a for-each loop (that depend on actions outside the loop)
5:22 Update List Tasks & List Buckets to use dynamic content
6:10 Store the plan & group name/ID in the array variable
7:10 Handling color flags
8:34 Get "Priority" data for Planner tasks
9:45 Fixing/handling the "Forbidden" error when using "List plans for a group"
13:21 Updating Power BI queries
14:13 Transforming "Priority" back to text labels
15:44 Modifying flags (if needed)
16:56 Sorting "Priority"
17:31 Filters & slicers