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Export to Excel

Ability to export Plan data to Excel

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Anonymous shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
Completed  ·  AdminPlanner Team (Product Manager, Planner) responded  · 

Hello!

Thank you again for your feedback on this feature. We’re happy to announce that we’ve just finished rolling out Export to Excel to all Planner users.

Please give it a try and let us know what you think! If there’s something you’d like us to improve upon, please find and vote on that suggestion or create a new one so we can prioritize accordingly.

More info on Export to Excel: https://techcommunity.microsoft.com/t5/Planner-Blog/Export-your-entire-plan-to-Excel-for-powerful-analysis-sharing/ba-p/717431

Cheers,
The Planner Team

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1093 comments

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  • Anonymous commented  ·   ·  Flag as inappropriate

    • Can you export planner to get a e.g. Excel spreadsheet (similar to how you can with mpp). Was thinking of e.g. a client, with multiple team working on range of different systems (e.g.; 3rd party using excel) and being able to export/share views, similar if you want to link particular aspects of work to other information e.g.; financial. Or a client that has already started their planning using .mpp or .xls and thinking about how it works with this.

  • Fritz commented  ·   ·  Flag as inappropriate

    Import and Export are essential functions needed.

    I agree with NBS that in many cases you need to create a set of Task. And maybe almost the Same for a bunch of Projects.
    Also Analyzing Project data e.g. Late completion date vs. Flags etc.

  • Midori commented  ·   ·  Flag as inappropriate

    We just started to use Planner to report individual's weekly status of our team. Until then everyone shared a Word document to key in their status. I'm looking for an export capability that generates a .csv file. Other groups use Trello.com, but I thought it will be great to integrate into O365.

  • Walter commented  ·   ·  Flag as inappropriate

    This is a simular product that loads into an open source application.
    Download the free version look at the basic features and that would be a great start.
    https://www.projectfork.net/

    The fact you cannot import or export a plan... link it to MS Project maybe, there are so many ways that this could be linked up and enhanced, its early days and this has the start of a great application but you need to look at what the others in the same space are offering as core applications and match or better them else whats the point, you just unleash a torrent of negative feedback that no one wants to read, and then users feel like they are being ignored again.

  • Geo commented  ·   ·  Flag as inappropriate

    A feature where ALL TASKS can be exported by date and status -- and/or calendared that way -- would be very helpful for management to maintain overall workflows.

  • Joe S. commented  ·   ·  Flag as inappropriate

    Yes, please! I want to click "Import from Project" and have my .mpp data (task name, duration, due date, dependencies, and resource assignment) sync to my plan in Planner. Bonus if Planner automatically adds users to the group by matching resource names across Project and Planner.

  • Diana Scherff commented  ·   ·  Flag as inappropriate

    Agree, very important. No need to export if you use Office 365 and Litigation Hold for Outlook also works in Planner, OneNote, etc. but having records of who did what when and including the OneNote file, all emails from Outlook, files from SharePoint, etc. all saved as a zip file to upload to our management system would bring all these apps together. Right now it would be a lot of steps to save all that, if it's even possible...?

  • Reid commented  ·   ·  Flag as inappropriate

    Ability to print take in a clean, numbered format, like Outlook/Exchange Tasks

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