![]() ![]() And then for each team, we listed the plans for that particular group. We listed, went out and listed the teams in our office groups. It was the bones of the flow, if you like, where we ran this every day. Where did we get to last time? So last time what we had is we had this flow, which I created just to show you that. I can’t present questions at the same time. If you have any and I will, I answer those. So in part one, we started doing first three pieces.īen: So I’ll have a quick recap of that and we’ll have a look at the flow in particular, and then we’ll open up Power BI and we’ll have a look at how we kind of visualize the data. And then we go and query about from Power BI. And it’s part of most people’s E3 license. I chose Excel because it’s free and it’s easy. But we store the data then out of Planner into some intermediary file. It would require changes of course, to this portion of the flow, to change for data source or export data source. Or as I say, you could stick it in SQL server. Instead, in Microsoft Excel, I’ve done it in Microsoft Lists, and it runs a lot faster by the way, Ben.” I said, “That’s really good.” So if you are struggling, if you like what you see here, but actually performance is an issue, you might decide to go and stick this in Microsoft Lists. So we could have chosen SQL server.īen: Somebody contacted me and said, “Hey, I’ve actually done this. Just as a quick recap, for those of you who didn’t manage to make part one and maybe you’re thinking, “Hey, what’s all this about?” What this is about is really taking data out of Microsoft Planner. If you want to get a hold of me after this session. Maybe, obviously, maybe not, but I don’t tend to put photos of other people up there. So welcome wherever you are in the world. Let’s just make sure I can get a good monitor up here.īen: Brilliant. Thank you for coming back.īen: Thank you. I’ll chat out his contact during the session. Ben has also been awarded Microsoft MVP for the last 13 years, particularly important to our Microsoft community. Ben was awarded community leader for his very popular and comprehensive UK web training series and has over 30 years of experience of implementing enterprise solutions for customers worldwide. Melanie: And now I will introduce our expert, Ben Howard. For our PMPs joining today, the PMI activity code is on the screen. So please, we have a very talented presenter, ask him some questions. I will be sending out thank yous for those of you getting involved today. You can pull that right out from the go to webinar control panel and expand it so it’s easier to type in there. We invite you to join in today with the chat feature in the go to webinar control panel. ![]() This is lesson two, so we hope you’re able to join us for lesson one of this session. Welcome to automate Microsoft Planner reporting using Microsoft Power Automate and Power BI. Melanie: Hello, Melanie here with Team MPUG. You may watch the recording of this webinar at your convenience. There may be exclusions, such as those steps included in product demonstrations. You may wish to use this transcript for the purposes of self-paced learning, searching for specific information, and/or performing a quick review of webinar content. Please find below a transcription of the audio portion of Ben Howard’s webinar, Automate Microsoft Planner reporting using Microsoft Power Automate and Power BI (Lesson 2), being provided by MPUG for the convenience of our members. Project Portfolio Management (PPM) Training.Project Management Office (PMO) Training.Enterprise Project Management (EPM) Training.Project Management Certification Training. ![]()
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