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UneMati
Frequent Visitor

Display Value Name instead of ID (Planner to Excel import)

I need Planner history data to be saved and to make it possible to see main information. Would like to use planner as a CMMS (factory maintenance system), but need clear and readable history, recurring tasks and few other things, that probably can be solved with Power Automate. 

 

This is my history content imported from planner

Capture4 (1).JPG

a) I need Value Name instead of ID for Bucket and Assign to and other columns. I can not choose them from the list. Is there a way to add them? 

 

Would like to have columns (Bold are already available to select): 1) Plan name; 2) Bucket name; 3) value Created Date Time; 4) value Created By User Display Name; 5) value Title; 6)value assignments Assigned To User Name;  7) value Completed Date Time  8 ) maybe something else...

 

b) Change the date to a more user friendly format. Need only date, no time perfect would be 17.03.2020

13 REPLIES 13
ChristianAbata
Super User
Super User

hi @UneMati  the only good way to get the display name is using HTTP conector with Planner API.

 

Another option is setting your buckets by yourself in a condition, so you can add in excel a row if the 1234ID is bucket pending then you can seet in the excel column Pending instead 1234ID.



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v-bacao-msft
Community Support
Community Support

 

Hi @UneMati ,

 

Maybe you could use Export plan to Excel to get Planner history data.

58.PNG

 

Then you could Format as Table to format the data in the Excel sheet.

57.PNG

Hope this helps.

 

Best Regards,

Community Support Team _ Barry
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I thoght it displays the status of open tasks today. But it shows also history. Is there a limit for the history? How many closed tasks it remembers, what is max period, 1 year, 2 years?

 

 

I thought I can solve like this.

1) when new task is created, add new row to excel, with all the required columns 

2) when task is closed, add data to this row (mark completed and the date it was completed)

 

Both work, just miss the user friendly values.

 

And then need to figure out how to create recurring tasks as this is not yet launched by Microsoft.

 

I have also tried to make the maintenance plan as a SharePoint list. So i can add Maintenance plan in the list, and Planner tasks are created by Power Automate from this list. If there are other, better solutions in Office365, please let me know! Planner would be a great tools, If there were these small parts...

 

I need a way to prove that the maintenance plan is working and to be able to look when a task was performed.

 

Export plan to Excel can get the details of all tasks of Plan since its creation, but it does not include the tasks that have been deleted.

 

Also if you want to get Assigned to user name and bucket name, please refer to these similar threads:

https://powerusers.microsoft.com/t5/Building-Flows/Getting-bucket-Name/td-p/171129

https://powerusers.microsoft.com/t5/General-Power-Automate/Planner-quot-User-ID-quot-to-quot-Display...

 

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.

Thank You! This could do the trick.

 

I had the "create row to excel" in place. Created "get task" and "list buckets", "Compose Value Name".

I guess the order is important. So I have to first  Compose all "Value Names" and then write to excel?

 

Capture.JPG

@UneMati  There are no way to get the Value Name in PA my friend. Just Using HTTP.



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my post as a solution! to guide others :winking_face:

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@ChristianAbata 

 

Could it work the other way?

 

Create a new row in excel manually and Power Automate will create a new task in Planner? And after completing task, Power Automate will make changes to this row? This way I could use additional columns and data in Excel, that is not used by Planner. 

 

 

It has been a journey for me to get the current flow working. I ask before start messing again.

I feel that it is weird that some values are available to import and some not. 

 

What about using SharePoint List instead of excel? I can get same data to a List. 

Capture.JPG

 

Hi @UneMati ,

 

Please try to refer to the following method to get Bucket Name and Assigned To.

92.PNG93.PNG

Hope this helps.

 

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.

@v-bacao-msft  Thank You! It worked, but for some reason it inserted the name 26 times instead of 1 🙂

And it makes 2 rows for 1 task in excel and shows like there were same tasks in both buckets.

Need to think how to continue. It is difficult to do or fix something if you don´t understand yourself how things work and what does what...

 

Capture3.JPG

 

 

Hi @UneMati ,

 

Please share the screenshot of the Flow configuration so that we could do some analysis.

 

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.

 

Capture.JPG

Capture1.JPG

Capture5.jpg

Capture3.JPG

hi @UneMati  you have an error in compose you have "Ass"



Did I answer your question? Please consider to Mark
my post as a solution! to guide others :winking_face:

Proud to be a Flownaut!


If you want you can follow me at www.christianabata.com Quieres contenido en español? Síguenos en Power Automate LA

 

Hi @UneMati ,

 

Please only fill the Dynamic content output from a trigger in Add a row into table action.

Image reference:

110.PNG111.PNG

 

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.

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