Microsoft Planner Desktop is a handy solution that enables teams to build plans, collaborate on tasks, and see the progress right in MS Teams. However, if you want to Power BI Planner for reporting, no connector or integration from Microsoft is available for this purpose. So if you are looking for a Power BI to Planner connector to exchange data between the two solutions, this article will provide all the information you need to make this happen.
In this article, we describe how to add and edit Microsoft Planner Desktop tasks in the Power BI Desktop version.
The approach utilizes a PowerApps app that connects to the tasks available to the current user. It is freely available to paid Acterys subscribers. Alternatively please contact [email protected] in addition it will be listed on Appsource.com.
1. Just Import the Acterys Power BI Planner Tasks zip file into your PowerApps environment:
2. Share it with the users you would like to use it
3. Add a Power BI PowerApps container to your Power BI Desktop report
4. Point the PowerApps to Acterys Task Planner PowerApp
5. That’s all it takes now you can edit and add tasks directly in Planner for Power BI reporting:
Yes, with the help of the Acterys platform, you can easily establish Power BI Planner and integrate and manage tasks. Acterys Task Planner App allows you to easily manage, report, and maintain your Power BI apps.
Since Acterys is a cloud and on-premise service for data discovery and planning on Power BI and Excel, it enables business users to integrate all your relevant data sources with connectors to a variety of accounting systems, SaaS and other sources for easy planning, management, and reporting.
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1. How is Microsoft Planner Desktop useful for teams?
Microsoft Planner Desktop is a tool that enables teams to create plans, collaborate on tasks, and track progress within MS Teams. It provides a convenient way for teams to organize and manage their tasks and projects.
2. Is there a built-in connector or integration between Microsoft Planner and Power BI for reporting purposes?
No, Microsoft does not provide a native connector or integration to connect Power BI with Microsoft Planner for reporting. This blog offers a solution to bridge this gap and enable reporting on Planner tasks within Power BI.
3. What is the process for adding Microsoft Planner Desktop Task Management to Power BI?
The process involves importing the Acterys Power BI Planner Tasks zip file into your PowerApps environment, sharing it with the desired users, adding a Power BI PowerApps container to your Power BI Desktop report, and pointing the PowerApps to the Acterys Task Planner PowerApp. This allows you to edit and add tasks for Power BI reporting.
4. Can I manage Microsoft Planner tasks in Power BI Desktop without any additional tools or connectors?
No, to manage Microsoft Planner tasks within Power BI Desktop, you will need to use the Acterys platform and the provided PowerApps app. Acterys Task Planner App simplifies the task management and reporting process, making it efficient and user-friendly.
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