Showing staffing assignees against multiple planners

MrMarkR Hi! You can show all Microsoft Planner tasks from multiple projects in one Power BI dashboard, with filters for assignee and role (e.g., Designer, Estimator).

1. Collect Planner Data

   • Use Power Automate to extract tasks from all plans and store them in SharePoint or Excel.

   • Include fields like task title, plan name, assignee, due date, and labels.

2. Build in Power BI

   • Connect Power BI to the SharePoint/Excel file.

   • Model the data with relationships (Tasks ↔ Assignees ↔ Roles).

   • Use slicers to filter by assignee, plan, or role.

3. Map Labels to Roles

   • Manually map Planner labels (Label1, Label2...) to roles like “Designer” or “Estimator”.

4. Visualize Sequencing

   • Use a Gantt chart visual (e.g., "Gantt by MAQ Software") in Power BI to show task timelines.

Let me know if you need support to do one of these steps!

BBF

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