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Managing Microsoft Planner Tasks in Power BI Desktop

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 perform Planner to Power BI 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.

Add Microsoft Planner Desktop 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 for Power BI reporting:

Can You Manage Microsoft Planner Tasks in Power BI Desktop?

Yes, with the help of the Acterys platform, you can easily establish Power BI connection to 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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