How to Bring In Microsoft Planner Data to Power BI
- George Apostolov
How to Bring In Microsoft Planner Data to Power BI: step-by-step guide
Head over to the left-side panel and click 'Create'.
After that, select your preferred type of automation flow.
Come up with a unique flow name, then enter it into the provided input field.
Subsequently, search for 'Planner' and tick the check mark beside the related trigger you want to use.
Once done, click 'Create' to proceed.
Tap the Planner trigger tab to configure the parameters according to your liking.
Following that, provide the necessary information. In this case, specify the Microsoft Planner group and plan you want to use. Simply tap their respective drop-down menus and choose one from the given options.
Click the 'Add' icon afterwards to set up the corresponding action you want to implement.
Next, search for 'Create File' and then select the corresponding option from the recommended matches under SharePoint.
Provide the required details to set up the action accordingly. In this case, specify the Site Address, Folder Path, File Name, and File Content. As for the file name, use the JSON extension to copy data more easily.
Once done, tap 'Save' to proceed.
After completing these steps, you can now test and enable this automation. Once activated, it will allow you to bring in data from Microsoft Planner to Power BI. Simply download the JSON file from SharePoint and import it into your Power BI workspace, along with its corresponding file path.
Quick answer: To bring in Microsoft Planner data to Power BI, create a flow, select a Planner trigger, configure the parameters, and set up a SharePoint 'Create File' action with a JSON extension. Finally, save, test, enable the automation, download the JSON file from SharePoint, and import it into Power BI.
About this Microsoft tutorial
Export Microsoft Planner data into Power BI by automating a file transfer workflow with SharePoint and downloading the JSON file. This guide shows how to bring In Microsoft Planner Data to Power BI in 12 steps, starting with "Head over to the left-side panel and click 'Create'" and finishing with "After completing these steps, you can now test and enable this automation. Once activat...". The interactive demo above is a click-through copy of the real Microsoft interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to bring In Microsoft Planner Data to Power BI?
12 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your Microsoft data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under Microsoft and Power BI. Related guides: How to Calculate Average in Microsoft Access, How to Calculate Sample Variance in Microsoft Excel and How to calculate standard deviation in microsoft excel. Last reviewed 05 Oct 2026.
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