Microsoft Planner: Considerations for Reporting Part 2Ī little longer getting to this than I’d hoped – but some of that time (as well as the day job) was spent doing a better job of what will be part 3 – so looking forward to writing that up! For Part 2, though, I’m looking at Flow to start with – and then seeing what I can do with the data. So when reporting in Planner, are you really comparing apples with apples – or are they pears? And if they are apples, are they the same apples? We need consistency. I’ll finish with Part 3, where I pull all my Planner data out using Python and load up into Azure Cosmos DB before reporting against that data with Power BI.īut before getting into the technical stuff – what type of reports make sense for Planner? What are you looking for, and what makes sense to report on? Unlike Project Online, in Planner, there is no concept of ‘work’ or ‘effort’ – and although the tasks have a percent Complete field, this is used in Planner as being 0, 50, or 100 – meaning not started, in progress or finished. In Part 2, I will look at Flow and how you could use that to propagate your Planner information to a better reporting store. In Part 1, I will cover the basics of reporting in Planner, what makes sense when reporting, and the critical data elements of Planner. We don’t have any built-in reporting yet, but using MSGraph and/or Flow and some Azure bits and pieces, you can undoubtedly report against your Planner information. My session was on Microsoft Planner, and I can’t repeat everything here as it was an internal event – but I wanted to share part of the session that covered reporting in Planner. I was very fortunate recently to get the chance to present at Microsoft Ready, an internal worldwide training event held for the first time in Las Vegas – after running for many years in Seattle. Microsoft Planner: Considerations for Reporting Part 1 Reporting With Microsoft Office 365 PlannerĪugAn outstanding and highly detailed overview on how and what to report when you and your team use Microsoft Planner by Brian Smith.
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