Forum Discussion
Take data from a Power BI report to create a new task in Microsoft Planner?
The steps that edhans has mentioned are exactly what you need and I can confirm it works.
I tested the functionality when it was released, writing data to a SharePoint list and to a Power BI Dataset.
I just added the 'Create a task' from the planner actions in Power Automate to confirm and it works.
If you run into issues with the Power Automate side, ask a question over there, you can mention me if you like.
I am @KimP in the Power Automate forum.
Community ChampionYes, though this might be better asked in the Power Automate forum. But the answer is:
- Create a Power Automate button in Power BI passing along the relevant information to Power Automate.
- In Power Automate, take that info and begin populating tasks in Planner.
Now, obviously the entire process is more detailed than that, but that is the high level overview. If you have specific questions on how to pass data in Power BI to Power Automate, let us know. If you have questions on how to use that data in Power Automate, then the PA forum is the place.
Hi Edhans,
Thanks for reading my question and writing back with your suggestions. I just started experimenting with Power Automate yesterday, so I will continue down that path and let you know how it works.