cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Anonymous
Not applicable

Creating Planner Tasks from Excel

Hi there, Its my first post so please forgive any errors.

 

I have an excel sheet with a set of tasks that I am trying to import into MS Planner.  I have managed to get to the point where I am able to create a task. by using 'Get Rows' then an 'Apply to each' where I have set the 'Create Task' dialog.

 

See image in this post as it matches.  (sorry could not insert the image)

 

https://powerusers.microsoft.com/t5/General-Flow-Discussion/create-a-flow-using-excel-data-to-create...

 

What is the best method to add the following information to the task as it is included in the Excel data

Bucket Name as listed in Excel

Description

Assignee - Email address listed

Progress

Completed data - Need to add historical data to complete overview of tasks.

 

I have tried to  add these but managed to get myself fully confused so stripped my flow back to the basic task.

 

Any assistance would be most welcome.

1 ACCEPTED SOLUTION

Accepted Solutions
v-bacao-msft
Community Support
Community Support

Hi @Anonymous ,

 

Do you want to update the task, or create a new task?

The data listed in the Excel table looks a bit strange. If you are creating a new task, it is missing the Title, and it does not seem to need Progress; if you want to update the task, the most important task id is missing here.

 

Anyway, I provide the available actions along with your logic and the configuration of the available Flow, which you could use as a reference.

  • Use Get Rows action to get all the rows in the Excel table.
  • By Apply to each traversing all the rows, configure Dynamic content in the field corresponding to the action.
  • Note that Bucket Id field is filled with Id. If there is only a Bucket Name in the Excel table, you need to get Bucket Id first.
  • In addition, the email address in Assignee column needs to be separated by a semicolon.

 

Image reference:

41.PNG42.PNG

Please take a try.

 

Best Regards,

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

View solution in original post

21 REPLIES 21
v-bacao-msft
Community Support
Community Support

Hi @Anonymous ,

 

Do you want to update the task, or create a new task?

The data listed in the Excel table looks a bit strange. If you are creating a new task, it is missing the Title, and it does not seem to need Progress; if you want to update the task, the most important task id is missing here.

 

Anyway, I provide the available actions along with your logic and the configuration of the available Flow, which you could use as a reference.

  • Use Get Rows action to get all the rows in the Excel table.
  • By Apply to each traversing all the rows, configure Dynamic content in the field corresponding to the action.
  • Note that Bucket Id field is filled with Id. If there is only a Bucket Name in the Excel table, you need to get Bucket Id first.
  • In addition, the email address in Assignee column needs to be separated by a semicolon.

 

Image reference:

41.PNG42.PNG

Please take a try.

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

I have a Flow that is similar to this one but I want to also add Checklist items. Is there a way of doing this?

DaveJ_Mojo
New Member

Hi,

I am having similar questions with the use of flow.  I have an excel list I use to track truck moves, quotes, dates, and material.  I am trying to consolidate steps as I need to mirror entries from an independent cloud program to the excel list.  I then need to get this info on a platform where I can track my dates, status, and other details.  We want to see this in a calendar format.  Looking at what tools are available to me I think a flow would work best from an excel to a planner task.  Or if something other than an excel file would work better to capture this data, I would be happy to take suggestions.  Below is my current process that I am trying to automate.

 

  1. Enter data onto cloud-based truck scheduling program. (can export data as csv in batches. No automatic export or data sync available yet).
  2. Manually Send email as bcc to my carriers asking for bids on a truck move based on data entered / exported from the cloud program.
  3. Take basic data from cloud program and paste/ manually enter to excel file
    1. The excel file has more columns for data
  4. Take specific data from Excel and enter it to Planner
    1. start and end dates
    2. name of project move
    3. project numbers
    4. material needed
  5. At completion of project all items, cloud-based program, excel, and planner then get marked as completed.

 

The only reason there is an excel file used in step 4 is because I do not know of any way to see Planner data in a list form with custom columns to show all prices returned from vendors for that project.

 

 

Can you help me minimize my data entry by automating any of these steps?

Enki
Regular Visitor

Hi Guys,

 

I am trying to have my my excel file update Planner with scheduling tasks. Once uploaded I would like the updated results to show in Planner automatically.

 

Workflow.... I visit several businesses to undertake various tasks and stay for about 14 days at each appointment then I move around the country to new appointments.

 

I need to update planner so my team can see:

 

  1. where I am
  2. what is completed
  3. updated schedule showing what is not completed but showing the estimated dates of future appointment ahead which I enter manually.

 

I need to show:

  1. A Title
  2. Start Date
  3. End Date

 

If possible I would like to show completed tasks using a colour (GREEN) and tasks not completed (RED).

 

I have uploaded my excel file to One Drive but sadly nothing is working.

 

Do I have to name the my excel fields in a specific way?

 

I am not completely sure of the whole process but have tried to understand how people are connecting their excel files and thought I had done this correctly but I keep getting fails so please assume I know nothing!

 

Really appreciate any help or assistance.

Enki
Regular Visitor

 

 

I think this is too complicated.

 

This is my Excel file named RH1:

FLOW-0.JPG

 

 

Get Rows from above Excel file located on my One Drive

FLOW-1.JPG

 

Apply to Eac

FLOW-2.JPG

Create A task

flow-fail.JPG

 

 

 

FLOW ERROR:

Failed to read metadata from file source. Response from the end service is : Not Found
clientRequestId: 09fc221b-5081-4f09-b8a1-3e15f9bc027c
serviceRequestId: 09fc221b-5081-4f09-b8a1-3e15f9bc027c;09fc221b-5081-4f09-b8a1-3e15f9bc027c

Anonymous
Not applicable

No matter where I look, I cant even find where to start importing an excel to begin with. I want to import a full project plan in excel - after relevant moderation to its format - but where do I even start. There is no import option I can find?

 

Thank you.

I also can't figure out how to trigger this flow.
In desperation, I have started going through 5th party (two degrees from 3rd party) YouTube video looking for the solution.

EDIT:
To trigger the flow do the following; 
In Excel, go into the 'Insert' tab, click 'Get Add-ins', locate 'Flow'.
After installation, navigate to the 'Data' tab, click the newly added 'Flow'.

Click on a cell in the row you want to update, locate your Flow in the pane, Click 'Run'.

 

Best of luck. I'm struggling to get anything to function/update properly in Planner.
::frustration::

Hi There,

I tried doing what you mentioned by i am getting an error  at "apply to each" stage mentioning "Action failed- An action failed, No dependent actions succeeded".. not sure why i am getting this error.. Any help would be greatly appreciated

 

thanks,

Sachin

 

hi @v-bacao-msft ,

Can you pls help me on how you were able to get the correct format of the dates into the start date and end dates columns from the excel into the planner.. it keeps throwing error messages for the date format.

Thanks,

Sachin

 

Hi @SachinKukreja ,

 

Please check this similar thread and see if it helps:

https://powerusers.microsoft.com/t5/Building-Flows/Excel-file-to-list-flow-date-issue/m-p/279258#M28...

 

Best Regards,

Community Support Team _ Barry
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Anonymous
Not applicable

Hi @Anonymous , have you solved this issue? I have same question and trying to find answer. 

Anonymous
Not applicable

Hi,

 

I have trouble with launching the "Create a Planner task and send email for a selected row in Excel (Business)" flow from Excel.

The flow is build with no error.

 

I just struggle to get the flow available in excel. The flow is not appearing in the flow windows that identify the flow available.

So I can't launch the flow from excel.

 

Has someone deal this problem ?

 

Thanks.

 

 

 

 

 

Anonymous
Not applicable

Hi @v-bacao-msft : I'm getting a flow failure. Kindly guide me.

 

Flow FailureFlow Failure

Hi @SachinKukreja,

 

Did you manage to fix your date error? I am also having a similar issue when creating a planner from an excel table. Please let me know if you have found a fix?

 

Any help would be much appreciated. Thank you. 

 

See details of my issue here: https://powerusers.microsoft.com/t5/Building-Flows/Excel-file-to-list-flow-date-issue/m-p/279258#M28...

Is it possible to get a flow template for the solution that was posted - so I don't have to create the flow from scratch. Here's the challenge I am try to solve:

https://powerusers.microsoft.com/t5/user/viewprofilepage/user-id/134961

 

@thatkyleI dont think there is a template available or atleast I didn't use it. I create my own. Feel free to correct me if there is one...

My flow would work but for you but you will run in to the same date problem! 

 

We need to work out how to get the correct date format...

 

Does anyone know? 

@rocky3 thanks for the prompt reply.

 

Is it possible for you to send me the template that works (other than dates that is)? 

 

Thanks!

GabrielStJohn
Community Champion
Community Champion

- Gabriel
Community Manager
Power Automate | Power Virtual Agents
Super User Program Manager



I've always been intimidated by Flow / PowerAutomate, and your guide helped me successfully create and use my first automation. THANK YOU!!

Helpful resources

Announcements

Back to Basics: Tuesday Tip #2: All About Community Ranks

This weekly series is our way of helping the amazing members of our community--both new members and seasoned veterans--learn and grow in how to best engage in the community! Each Tuesday, we will feature new areas of content that will help you best understand the community--from ranking and badges to profile avatars, from Super Users to blogging in the community. Our hope is that this information will help each of our community members grow in their experience with Power Platform, with the community, and with each other!   Have you ever wondered how your fellow community members earn the different ranks available? What is the difference between an Advocate and a Helper, a Solution Sage and a Community Champion? In today's #TuesdayTip, we share the secrets and tips to help YOU keep your ranking growing--and why it's so important to our communities. What are community ranks? - Power Platform Community (microsoft.com)   Get the details in this Knowledge Base article that shows you what ranks are, how they are achieved, and what they mean to you as you engage with other community members on a regular basis. Once you start your journey in the community, ranking up, you'll find the benefits. So get busy with those kudos, solutions, and more! We can't wait to see how you rank!That's it for this week. Tune in for more Tuesday Tips next Tuesday and join the community as we continue to get "Back to Basics."

It's #MPPC23 Week! Check Out the Community Sessions and Events Happening in Vegas

After all the planning and preparing, the annual Microsoft Power Platform Conference is finally here! We are excited to see so many of our community in Las Vegas this week. To help make sure you don't miss any of the workshops, sessions, and events we have planned, make sure to check out this handy Community One-Sheet, and download the pdf today! Make sure to stop by the Community Lounge to meet @hugobernier, @EricArcher, @heaher_italent, and @AshleyFelts from our team!    

Join Us for the First-Ever Biz Apps Community User Group Meeting: Live from MPPC23

      Join us for the first-ever the Biz Apps Community User Group meeting live from the Power Platform Conference! This one hour user group meeting is all about discovering the value and benefits of User Groups! Discover how you can find a group in your local area or about specific topics where you can learn new skills and meet like-minded people as a user group member.   Hear from User Group leaders about why they do what they do and what resources they receive to help them succeed as community ambassadors. If you have never attended a User Group meeting before, this will be a great introduction! We hope you are inspired to find a group that meets your unique interests!   October 5th at 2:15 pm Pacific time   If you're attending #MPPC23 in Las Vegas, join us in person! Find out more here: https://powerplatformconf.com/#!/session/Biz%20Apps%20Community%20User%20Group%20Meeting%20-%20Live%20from%20MPPC/6172   Not at MPPC23? Attend vvirtually by registering here: https://aka.ms/MPPCusergroupmeeting2023    If you can't attend this meeting live, don't worry! We will record this meeting and share it with the Community at powerusers.microsoft.com 

Back to Basics: Tuesday Tip #1: All About YOUR Community Account

We are excited to kick off our new #TuesdayTIps series, "Back to Basics." This weekly series is our way of helping the amazing members of our community--both new members and seasoned veterans--learn and grow in how to best engage in the community! Each Tuesday, we will feature new areas of content that will help you best understand the community--from ranking and badges to profile avatars, from Super Users to blogging in the community. Our hope is that this information will help each of our community members grow in their experience with Power Platform, with the community, and with each other!     This Week's Tips: Account Support: Changing Passwords, Changing Email Addresses or Usernames, "Need Admin Approval," Etc.Wondering how to get support for your community account? Check out the details on these common questions and more. Just follow the link below for articles that explain it all.Community Account Support - Power Platform Community (microsoft.com)   All About GDPR: How It Affects Closing Your Community Account (And Why You Should Think Twice Before You Do)GDPR, the General Data Protection Regulation (GDPR), took effect May 25th 2018. A European privacy law, GDPR imposes new rules on companies and other organizations offering goods and services to people in the European Union (EU), or that collect and analyze data tied to EU residents. GDPR applies no matter where you are located, and it affects what happens when you decide to close your account. Read the details here:All About GDPR - Power Platform Community (microsoft.com)   Getting to Know You: Setting Up Your Community Profile, Customizing Your Profile, and More.Your community profile helps other members of the community get to know you as you begin to engage and interact. Your profile is a mirror of your activity in the community. Find out how to set it up, change your avatar, adjust your time zone, and more. Click on the link below to find out how:Community Profile, Time Zone, Picture (Avatar) & D... - Power Platform Community (microsoft.com)   That's it for this week. Tune in for more Tuesday Tips next Tuesday and join the community as we get "Back to Basics."

Announcing the MPPC's Got Power Talent Show at #MPPC23

Are you attending the Microsoft Power Platform Conference 2023 in Las Vegas? If so, we invite you to join us for the MPPC's Got Power Talent Show!      Our talent show is more than a show—it's a grand celebration of connection, inspiration, and shared journeys. Through stories, skills, and collective experiences, we come together to uplift, inspire, and revel in the magic of our community's diverse talents. This year, our talent event promises to be an unforgettable experience, echoing louder and brighter than anything you've seen before.    We're casting a wider net with three captivating categories:  Demo Technical Solutions: Show us your Power Platform innovations, be it apps, flows, chatbots, websites or dashboards... Storytelling: Share tales of your journey with Power Platform. Hidden Talents: Unveil your creative side—be it dancing, singing, rapping, poetry, or comedy. Let your talent shine!    Got That Special Spark? A Story That Demands to Be Heard? Your moment is now!  Sign up to Showcase Your Brilliance: https://aka.ms/MPPCGotPowerSignUp  Deadline for submissions: Thursday, Sept 28th    How It Works:  Submit this form to sign up: https://aka.ms/MPPCGotPowerSignUp  We'll contact you if you're selected. Get ready to be onstage!  The Spotlight is Yours: Each participant has 3-5 minutes to shine, with insightful commentary from our panel of judges. We’re not just giving you a stage; we’re handing you the platform to make your mark.     Be the Story We Tell: Your talents and narratives will not just entertain but inspire, serving as the bedrock for our community’s future stories and successes.    Celebration, Surprises, and Connections: As the curtain falls, the excitement continues! Await surprise awards and seize the chance to mingle with industry experts, Microsoft Power Platform leaders, and community luminaries. It's not just a show; it's an opportunity to forge connections and celebrate shared successes.    Event Details:  Date and Time: Wed Oct 4th, 6:30-9:00PM   Location: MPPC23 at the MGM Grand, Las Vegas, NV, USA  

September User Group Success Story: Reading Dynamics 365 & Power Platform User Group

The Reading Dynamics 365 and Power Platform User Group is a community-driven initiative that started in September 2022. It has quickly earned recognition for its enthusiastic leadership and resilience in the face of challenges. With a focus on promoting learning and networking among professionals in the Dynamics 365 and Power Platform ecosystem, the group has grown steadily and gained a reputation for its commitment to its members!   The group, which had its inaugural event in January 2023 at the Microsoft UK Headquarters in Reading, has since organized three successful gatherings, including a recent social lunch. They maintain a regular schedule of four events per year, each attended by an average of 20-25 enthusiastic participants who enjoy engaging talks and, of course, pizza.   The Reading User Group's presence is primarily spread through LinkedIn and Meetup, with the support of the wider community. This thriving community is managed by a dedicated team consisting of Fraser Dear, Tim Leung, and Andrew Bibby, who serves as the main point of contact for the UK Dynamics 365 and Power Platform User Groups.   Andrew Bibby, an active figure in the Dynamics 365 and Power Platform community, nominated this group due to his admiration for the Reading UK User Group's efforts. He emphasized their remarkable enthusiasm and success in running the group, noting that they navigated challenges such as finding venues with resilience and smiles on their faces. Despite being a relatively new group with 20-30 members, they have managed to achieve high attendance at their meetings.   The group's journey began when Fraser Dear moved to the Reading area and realized the absence of a user group catering to professionals in the Dynamics 365 and Power Platform space. He reached out to Andrew, who provided valuable guidance and support, allowing the Reading User Group to officially join the UK Dynamics 365 and Power Platform User Groups community.   One of the group's notable achievements was overcoming the challenge of finding a suitable venue. Initially, their "home" was the Microsoft UK HQ in Reading. However, due to office closures, they had to seek a new location with limited time. Fortunately, a connection with Stephanie Stacey from Microsoft led them to Reading College and its Institute of Technology. The college generously offered them event space and support, forging a mutually beneficial partnership where the group promotes the Institute and encourages its members to support the next generation of IT professionals.   With the dedication of its leadership team, the Reading Dynamics 365 and Power Platform User Group is poised to continue growing and thriving! Their story exemplifies the power of community-driven initiatives and the positive impact they can have on professional development and networking in the tech industry. As they move forward with their upcoming events and collaborations with Reading College, the group is likely to remain a valuable resource for professionals in the Reading area and beyond.  

Users online (2,238)