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David_G-R's avatar
David_G-R
Frequent Visitor
11 months ago
Solved

Report Template for Planner

He Everyone,   I have successfully borrowed the template for reporting on Project for the Web (P4W) ( Project Power BI Templates ) and adapted it for my use.  I have also followed a tutorial to get...
Need Help
  • v-sshirivolu's avatar
    v-sshirivolu
    11 months ago

    Hi David_G-R ,

    Planner does not offer a direct indicator for premium or basic plans. However, you can differentiate between them by examining the schema: premium plans include fields such as Effort or are represented as projectTask in Graph/Dataverse, whereas basic plans do not have these features.
    In Power BI, you can add a calculated column :
    PlanType = IF(ISBLANK([Effort]), "Basic", "Premium")

David_G-R's avatar
David_G-R
Frequent Visitor
11 months ago

I can see the url is different - planner.cloud.microsoft/webui/plan/ or planner.cloud.microsoft/webui/premiumplan/.  But is there a field in one of the tables in the background that has a premium or basic flag?  Or a specific field that is consistenly different between the 2, I am trying to find a way to identify one or the other in filters. 

  • v-sshirivolu's avatar
    v-sshirivolu
    Community Support
    11 months ago

    Hi David_G-R ,

    Planner does not offer a direct indicator for premium or basic plans. However, you can differentiate between them by examining the schema: premium plans include fields such as Effort or are represented as projectTask in Graph/Dataverse, whereas basic plans do not have these features.
    In Power BI, you can add a calculated column :
    PlanType = IF(ISBLANK([Effort]), "Basic", "Premium")