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HendrikV2603
New Member

Automate the Planner Export plan to Excel function with Power Automate

Hello,
is it possible to automate the manual function in MS Planner "Export plan to Excel" with Power Automate, so that this function e.g. replaces an Excel file in a given directory with the updated plan details on a daily basis?
With several plans, I would have several Excel files every day that would have to be replaced in the directory.
Thanks in advance.

1 ACCEPTED SOLUTION

Accepted Solutions
v-jefferni
Community Support
Community Support

Hi @HendrikV2603 ,

 

You can save all new tasks in Excel worksheets using simple flows automatically, like below, and store worksheets in SharePoint Library/OneDrive (for business)/Google Drive or any other cloud storages:

vjefferni_0-1645067892983.png

 

It's not possible to replace the built-in "Export plan to Excel" command.

 

Best regards,

Community Support Team _ Jeffer Ni
If this post helps, then please consider Accept it as the solution to help the other members find it.

Community Support Team _ Jeffer Ni

If this post helps, then please consider Accept it as the solution to help the other members find it.

View solution in original post

1 REPLY 1
v-jefferni
Community Support
Community Support

Hi @HendrikV2603 ,

 

You can save all new tasks in Excel worksheets using simple flows automatically, like below, and store worksheets in SharePoint Library/OneDrive (for business)/Google Drive or any other cloud storages:

vjefferni_0-1645067892983.png

 

It's not possible to replace the built-in "Export plan to Excel" command.

 

Best regards,

Community Support Team _ Jeffer Ni
If this post helps, then please consider Accept it as the solution to help the other members find it.

Community Support Team _ Jeffer Ni

If this post helps, then please consider Accept it as the solution to help the other members find it.

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