loader image

Share:

Share on facebook
Share on twitter
Share on linkedin

Managing Microsoft Planner tasks in Power BI Desktop

In this article we describe how to add and edit Microsoft Planner tasks in Power BI.
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.

Add Microsoft Planner Task Management To Power BI

1. Just Import the Acterys 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:

Recent Posts

I can’t help smiling when I see legacy BI/Planning application vendors -that were not so long ago laughing away Power BI- coming out with their own “Power BI Integration” after Microsoft has turned around the industry. These are more often than not nothing but “a marketing spiel” to build on Power BI’s awareness and of very limited use in real life application scenarios.

Across many mid-sized and large companies, finance and operations teams are at crossroads. This was one of the findings from the recent BPM Pulse 2021 survey which revealed that only a third of companies had truly harmonized strategic, financial, and operational plans.

Power BI offers unparalleled features for analysis and visualization: in this post we explain the quickest way to connect Oracle Netsuite in Power BI Deskop and how you can add comprehensive planning and budgeting.After your account has been setup, click on the “Integration” menu and go to the “Oracle Netsuite” section:

The default visuals in Power BI are not perfectly suited for financial reporting. There are ways to realize more advanced financial reporting requirements using DAX as Managility describes in Income Statement using DAX These, though typically require intermediate knowledge of DAX that many financial professional don’t necessarily have.

The Acterys Modeller is cloud based service (with on-premise installation option) that allows enables business users to automatically create optimal analysis models (star schema data warehouse) from a variety to ERP. accounting and SaaS systems. The created models are write and planning enabled and can be edited and extended as needed by business users e.g. for adding new products/attributes, account mappings, new scenarios etc.

Tags