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Anonymous
Not applicable

Updating excel with planner tasks

Hey all,

 

Currently trying to design a flow that updates an excel table with existing tasks in planner for presentation to executives. I know you can export from planner to excel, but we are hoping to leverage this as a way of project management (50 planner boards to one excel sheet).

 

I am able to get the excel table to add rows in the table, but I want a validation for if the row already exists to just update it as opposed to writing the same task multiple times.

 

Here is a screen shot of my existing flow:

Flow fail

https://imgur.com/a/RiQtgoj

Has anyone been able to create a recipe for this successfully?

 

Thanks in advance for taking a look!

 

40 REPLIES 40
Anonymous
Not applicable

Hello @Miguel_E 

 

Your video is great!
But Im having this error when I run the flow:
Pic 1.jpgPic 2.jpgPic 3.jpg

 

The error looks like this

'there is an unterminated literal at position 38 in TaskID eq'XXXXXXX
inner exception: 'there is an unterminated literal at position 38 in TaskID eq'XXXXXXX

 

I think Im following the instructions of your video but maybe Im missing something.

I think the error is in this part when the filter query is applied to look for the task ID to avoid duplication.

 

Would you be so kind to help me and provide guideance?

Thanks!

 

-Mike

 

Anonymous
Not applicable

Hello

 

I think I solved the issue, instead of using the filter query of the "List rows present in a table", I inserted a filter array:

 

New array.jpg

 

After doing that the flow ran correctly. The only thing that I dont understand is that after some trials on this flow I noticed the fisrt condition is showing FALSE

 

false.jpg

 

but even in this condition the excel is being updated as expected.
Any of you could let me know hows that possible?

Thanks!

Hi.

This error message:  

there is an unterminated literal at position 38 in TaskID eq'XXXXXXX inner exception: 'there is an unterminated literal at position 38 in TaskID eq'XXXXXXX

 

Usually means you missed an apostrophe.  It happened to me the first time, for some reason the closing ' is not saved.  You have to make sure it saves it.   TaskID eq'xxxxx'

Patina
Frequent Visitor

Thanks @Miguel_E  for the video.

 

I made everything like mentioned in the video. With the first condition I get a wrong message (false)

Patina_0-1599477972468.png

Patina_2-1599478011464.png

 

Patina_3-1599478034988.png

 

My Excel Sheet:

Patina_4-1599478071638.png

 

Could someone please help me out with this flow? Did I miss something?

 

Thanks

Miguel_E
Frequent Visitor

Hi, you are making a couple of errors:

1) Make sure your TaskID field is different than the TaskID from planner.  I recommend labeling the EXCEL column: Task_ID_xls to ensure you are not accidentally making a mistake.

2) you are missing a closing '  (apostrophe at the end of the equal expression.

I actually implemented a filter array as well and removed the query.  In my solution, I get the task details, then apply the filter array, but I compare the EXCEL task id to the get details ID for the task.  You have your array after the table.  see difference in picture.

Miguel_E_2-1599494347012.png

 

Miguel_E_0-1599494218856.png

Miguel_E_1-1599494299032.png

 

Patina
Frequent Visitor

@Miguel_E 
Thank you very much for your answer.

 

I rebuilt your flow. Almost everything works as desired.
Instead of updating the row, the flow always creates a new one.

 

Update: I have created a PDF for better viewing. 

Hi Patina, I think you are using the wrong field in the filter array.

This is yours >>> 

Miguel_E_0-1599580131386.png

 

This is mine>>

Miguel_E_1-1599580202581.png

 

 

Anonymous
Not applicable

Hi there, 

 

exactly what I need what is dicussed here. 

Especially your video @Miguel_E 

 

Unfortunately the first condition always ends up being "false" - so no update happens in the excel sheet obviously. 

 

Two questions: 

  1. I don´t quite understand the idea of Condition One 
  2. What are the possible mistakes for the outcome "false" in condition one?

Thank you alot!!!

Anonymous
Not applicable

Hi guys.

 

Is there a way to export the "concluded by" information on Planner to Excel? I created the column on Excel but didn't find the correct field from Planner in power automate...

Labraham36
Helper II
Helper II

Excellent video and flow! It works great for me! Just a query, does anyone know what could be added to this flow to get me to delete a record when the task is deleted in planner?

Anonymous
Not applicable

Hi @Anonymous 

 

I have also watched your YouTube video which was great, thank you. 

However I am also experiencing a flow issue where a number of duplicate tasks are being recorded in the spreadsheet. This is my flow - please can you help?

 

image.pngimage.pngimage.pngimage.pngimage.pngimage.png

@v-bacao-msft I don't know if this thread is still active, but if I want to get the details for the checklist items, how would that work?

Asbjørn
Frequent Visitor

Has anyone figured out how to apply the User Names in this flow instead of the "non-readable" User ID's which is returned if you add "Assigned To User Id"?

petert1981
Frequent Visitor

I managed to get the flow working initially. But it is useless for me if the person to whom the task is assigned isn't added to the overview in Excel. I tried a lot, but I couldn't get it to work. This is what I have now:

petert1981_0-1646060853286.png

The strange thing is that for the AssignedTo value I selected Assigned To User Id from Planner (see screenshot below). But every time this is changed to the Excel userid variable (I have no idea where this came from).

petert1981_1-1646061017500.png

And also every time I select Assigned To User Id from Planner automatically an Apply to each loop is created. What should I do with this? I assume this has something to do with the possibility that multiple users can be assigned, but I have no clue what to do with this. 

I hope someone can help me.

 

 

Thank you very much..it was very helpful and It is working great.. I have three questions if could help me please

1. I need to change the due date format to DD/MM is it possible?

2. How to get the name of the user to which tasks are assigned to? I tried to do that but it creates another apply to each loop.

3. How to get the label of the task?

gsolop
New Member

Hi, I am trying to replicate the same flow to allow the export of planner tasks to excel. I am receiving an error related to the table in which the data should be exported. How should I adjust the flow to fix?

Here si the error: Flow save failed with code 'DynamicOperationRequestClientFailure' and message 'The dynamic operation request to API 'excelonlinebusiness' operation 'GetTable' failed with status code 'NotFound'. This may indicate invalid input parameters. Error response: { "status": 404, "message": "Item not found\r\nclientRequestId: 029000f3-44a7-41d7-b520-31b9ee3ad8e5\r\nserviceRequestId: 6d9753b3-95f6-4fb7-b98d-43b6d256e5eb", "error": { "message": "Item not found" }, "source": "excelonline-eus2.azconn-eus2-002.p.azurewebsites.net" }'.

 

gsolop_0-1663852521366.png

 

Hi Miguel_E

Can you share if i want to take data from Label section in every Task. which value should i select ?

Hi, I have been trying to retreive my task data, the detail of the data are updating succesfully, but I am not able to retreive the Assigned To by using the variable "value assignments Assigned To User ID", also the Completed by with the variable "value assignments Assigned To User ID", and last the labels

Hello, I have two questions:
1: In the "Iterate Bucket" step it takes forever to go to the next step (if at all).
2: At the first condition, it doesn't go any further. The error message tells me that I am not allowed to use inputs. As far as I know, I did everything as in the video.
Many thanks for your help in advance

 

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