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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")

bkistner's avatar
bkistner
New Member
4 months ago

Did you ever figure out the Planner links? Trying to find a way to update the links in the P4W PBI template to go to the new Planner link, but have been unsuccessful so far. 

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

Yes I did, I amended the custom column to the following:

= Table.AddColumn(#"Previous step name", "Project URL", each "https://planner.cloud.microsoft/webui/premiumplan/"& [msdyn_projectid] &"/org/LONGID2/view/grid?tid=LONGID3")

Where LONGID2 is the Organisational number, I'm not sure what LONGID3 is but it is constistantly the same in my plans, you can extract both of these IDs from the URL for any of your premium plans. the plan ID which is variable, is captured by the [msdyn_projectid] field.

I hope that helps you.