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entropyuk
New Member

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
Community Support
Community Support

Re: Creating Planner Tasks from Excel

Hi @entropyuk ,

 

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

17 REPLIES 17
Community Support
Community Support

Re: Creating Planner Tasks from Excel

Hi @entropyuk ,

 

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

Highlighted
edwinderry
Frequent Visitor

Re: Creating Planner Tasks from Excel

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

Re: Creating Planner Tasks from Excel

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

Re: Creating Planner Tasks from Excel

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

Re: Creating Planner Tasks from Excel

 

 

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

Piekie
New Member

Re: Creating Planner Tasks from Excel

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.

AJPhelps07
Regular Visitor

Re: Creating Planner Tasks from Excel

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::

Microsoft
Microsoft

Re: Creating Planner Tasks from Excel

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

 
Microsoft
Microsoft

Re: Creating Planner Tasks from Excel

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

Community Support
Community Support

Re: Creating Planner Tasks from Excel

 

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.
Inspired1
Frequent Visitor

Re: Creating Planner Tasks from Excel

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

RD5290
New Member

Trigger the "Creating Planner Tasks from Excel" flow from excel

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.

 

 

 

 

 

zianlakdawalla
New Member

Re: Creating Planner Tasks from Excel

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

 

Planner tasks from Excel.jpgFlow Failure

rocky3
New Member

Re: Creating Planner Tasks from Excel

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...

thatkyle
New Member

Re: Creating Planner Tasks from Excel

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

 

rocky3
New Member

Re: Creating Planner Tasks from Excel

@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? 

thatkyle
New Member

Re: Creating Planner Tasks from Excel

@rocky3 thanks for the prompt reply.

 

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

 

Thanks!

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