How to connect to & model premium "Planner for the Web" data in Power BI or Excel

This is a deep dive into getting premium Planner data using Power BI and Power Query in Excel. I’ve added chapters below to help you jump to the parts you need, because it is very long! The data we are getting here is for the app formerly known as Project for the Web.

🛠️ RESOURCES
- Want the PBIX file? It's included in the file package with channel membership (the "join" button).
- Color labels in Planner data: https://christine-payton.com/microsoft-planner-project-for-the-web-color-label-values/
- Vote to have the Planner custom fields added to the Dataverse data here: https://feedbackportal.microsoft.com/feedback/idea/f130aded-aaf3-ee11-a73d-6045bd7e894e

▶️ RELATED VIDEOS
- Get Planner data for NON-Premium Planner: https://youtu.be/q7bkWpVczz0
- How to migrate plans and tasks to Premium Planner: https://youtu.be/onUa59x1J-E
- Make a Project Management Dashboard:
https://youtu.be/epbMpfRZXC4
- Ping Planner assignees in Teams or Outlook from Power BI with a button: https://youtu.be/8p2uXihLWrs
- Free Gantt with milestones, dependencies, phases in Power BI: https://youtu.be/5w1tdoCvyPM
- Microsoft's Gantt chart visual in Power BI: https://youtu.be/fgCWlXLu-c4

⏲️ TIMESTAMPS
0:00 Intro
1:23 Connect to Planner data - Excel
2:01 Connect to Planner data - Power BI
7:51 Turn off auto-relationships
9:14 Projects table
11:17 Hyperlink to project
12:18 Tasks table
12:30 Note about data access/permission-trimming
17:06 Add task status
19:26 Add task priority text
20:42 Query folding in Dataverse
21:28 Add overdue yes/no
22:42 Hyperlink to Task
24:21 Assignees table
25:28 Labels table
28:07 Fix for “may not directly access a data source”
30:05 Project team table
30:56 Users table
31:58 Create relationships
34:45 Sort by other column
38:36 Comma-separate assignees
35:09 Create DAX measures
40:31 Visualize
42:02 Clickable hyperlinks
42:22 Identifying bottom-level tasks

🪽 CONNECT WITH ME
- Blog: https://christine-payton.com/
- LinkedIn: https://www.linkedin.com/in/christinehpayton/

🎁 SUPPORT THIS CHANNEL
- Shop: https://shop.bi-ome.com/

#planner #dataverse #powerquery #taskmanagement #msproject #m365

Видео How to connect to & model premium "Planner for the Web" data in Power BI or Excel канала Christine Payton