Forum Discussion
Getting data from Microsoft Planner in Power BI
Hi,
Is there a way to get data from Microsoft Planner in Power BI without using Power automate?
Thanks,
Will
Hi willatkinson ,
Since Power BI doesn’t have a native Planner connector, the easiest way to pull tasks, plans, and buckets is via the Microsoft Graph API using the Web connector with your Microsoft 365 account - no Power Automate needed. You can use endpoints like can use endpoints like https://graph.microsoft.com/v1.0/me/planner/tasks for personal tasks or https://graph.microsoft.com/v1.0/planner/plans/{planId}/tasks?$expand=details for plan-specific tasks , then expand JSON columns, merge tasks/plans/buckets in Power Query, and build your visuals. Once ready, publish to Power BI Service and schedule refreshes. If Graph API feels complex, alternatives include Planner Premium/Dataverse, CData Connector, or FluentPro DataMart. This approach is reliable, supports scheduled reporting, and fully avoids Power Automate.
If the Graph API feels complex, alternatives include Planner Premium/Dataverse (direct connection: Dataverse Connector), CData Connector, or FluentPro DataMart. For guidance on Graph API endpoints and examples, see the official Microsoft docs: Planner API Overview.
6 Replies
willatkinson Based on research, I think Power Automate is the good way to extract the json files from MS Planner. As no direct connector in PBI is available to get data directly from MS Planner.
For your convience, refer below link:
Hi willatkinson ,
I’m not entirely sure if Microsoft Planner can be connected directly as a data source in Power BI, since there isn’t a native connector available. However, there’s a step-by-step guide in the link below that explains how you can bring Planner data into Power BI using Power Automate.
Import Microsoft Planner Data into Power BI Using ... - Microsoft Fabric CommunityThank you both for your responce.
However, my organisation does not allow the use of Power Automate, which is why I need to know if it can be done without.
Is there any solution?
Thanks,
Will
Hi willatkinson ,
Since Power BI doesn’t have a native Planner connector, the easiest way to pull tasks, plans, and buckets is via the Microsoft Graph API using the Web connector with your Microsoft 365 account - no Power Automate needed. You can use endpoints like can use endpoints like https://graph.microsoft.com/v1.0/me/planner/tasks for personal tasks or https://graph.microsoft.com/v1.0/planner/plans/{planId}/tasks?$expand=details for plan-specific tasks , then expand JSON columns, merge tasks/plans/buckets in Power Query, and build your visuals. Once ready, publish to Power BI Service and schedule refreshes. If Graph API feels complex, alternatives include Planner Premium/Dataverse, CData Connector, or FluentPro DataMart. This approach is reliable, supports scheduled reporting, and fully avoids Power Automate.
If the Graph API feels complex, alternatives include Planner Premium/Dataverse (direct connection: Dataverse Connector), CData Connector, or FluentPro DataMart. For guidance on Graph API endpoints and examples, see the official Microsoft docs: Planner API Overview.
Hi willatkinson ,
I hope the information provided above assists you in resolving the issue. If you have any additional questions or concerns, please do not hesitate to contact us. We are here to support you and will be happy to help with any further assistance you may need.
Hi willatkinson ,
I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We’re always here to support you
