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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")

rohit1991's avatar
rohit1991
Super User
11 months ago

Hi David_G-R 

 

There isn’t an official out-of-the-box Power BI template for Planner since P4W was retired. Planner tasks now surface directly through Dataverse or the Microsoft Graph API, which is why fields like effort and other premium fields may behave differently depending on the plan type. To build a reliable report, you can connect to Planner data using Graph API or Dataverse, reshape the data in Power Query, and then map the fields you need into your model.

Some extra tips:

  • Use Dataverse if your tenant already syncs Planner data there-it’s simpler to connect.

  • With Graph API, you can query tasks, assignments, and buckets, then load the JSON response into Power BI.

  • Normalize fields across plan types with calculated columns or measures so your visuals stay consistent.

  • Keep your report flexible by designing it around the common Planner fields (task name, status, dates, owner) and adding premium fields as optional.

  • For a quick start, you can also export Planner data to Excel via Graph and connect that file into Power BI.

This way you can continue using your report template, but with full control over Planner data and less risk of missing fields.

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

*Update*

 

I have just learned that you can convert a Basic plan to Premium.  You can also convert it back again.  But when you convert it back it leaves a Premium copy behind.  What appears to be happening is someone converted a large basic plan and lots of hours were generated by the system for tasks.  Basic plans are not appearing in my premium project lists after all.  I have deleted the premium copy and all is back to how it was.