Reporting with Planner
Planner should provide a quick and easy way to report regularly. For example, a view of what was accomplished during a specific week would be helpful, so a date filter and a status filter may be needed. Additionally, a static snapshot would be helpful, for reporting to executives that require information push, so a way to group projects in addition to 'favorites' is needed, as well as a way to email a snapshot of the group dashboard.
Adam Greyson
shared this idea
We don’t have any major updates to share at this time – Export to excel is still our first step towards delivering better reporting capabilities in Planner. You can find updates and discussion on this suggestion here:
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/11116770-import-export-from-to-excel-project-etc
Thank you for your patience and feedback! If you have any other suggestions on how you’d like to utilize reporting functionality in Planner, please comment below!
Cheers,
The Planner Team
62 comments
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Will C
commented
Would really like this feature, a simple new filter for Completed that allows "today, last week, this month, and all time" filters would be perfect. Can even keep the same graph layouts that are there today.
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JR
commented
This feature would be very useful for weekly reviews.
We have weekly meeting where we go through all things that were accomplished in previous period and review upcoming weeks tasks.
Right now all tasks that are marked complete will disappear from schedule view and it is not possible to look back to last week.This task “Show completed tasks in Schedule (calendar) view” could also solve this case.
https://planner.uservoice.com/forums/330525-microsoft-planner-feedback-forum/suggestions/33414166-show-completed-tasks-in-schedule-calendar-view -
Dennis (Oresund)
commented
If you know how to code, this is the solution to create your own connector :/
https://github.com/Microsoft/DataConnectors/tree/master/samples/MyGraph
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Dennis (Skymill)
commented
This (used to?) is the steps for a developer to get OData access to the Graph API.
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Dennis (Skymill)
commented
Is this information about permissions needed accurate?
https://docs.microsoft.com/en-us/power-bi/developer/power-bi-permissions -
Dennis (Skymill)
commented
It seems that connecting to MS Graph using PowerBI *used* to be possible in the past.
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Dennis (Skymill)
commented
There's an API-request to fix this in OfficeDev at
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Dennis (Oresund)
commented
Apparently, the permission needed in the current API is Group.Read.All which is an Admin privilige!
(Can be set using Graph Explorer)I don't know the full implication of this, but it sounds very bad to delegate an Admin-permission to plain users just to make them able to use PowerBI with Planner :/
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Dennis (Oresund)
commented
When looking around I noticed there actually is REST support for Planner through Graph (which works as Other - Web in PowerBI).
How ever, a plain user hasn't the permissions required when trying to connect through PowerBI (or Graph Explorer)So altough https://graph.microsoft.com/v1.0/me/planner and https://graph.microsoft.com/beta/me/planner is interesting I can't use it as is if I'm not an admin.
For further information on the subject, look at
https://prathy.com/2017/11/access-microsoft-graph-api-using-power-bi/
https://developer.microsoft.com/en-us/graph/docs/api-reference/beta/resources/planner_overview
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Dennis (Skymill)
commented
There's a Power BI Reports Pack available for Office 365 Planner at Fluent Pro, why don't we have native support for Power BI in Planner?
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Chris von Rabenau
commented
I cannot agree more with this request. The reporting for Planner is so not ready for prime time.
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Lisa Murmann
commented
The ability to setup a "reporting view" in the planner with simple Gantt chart/roadmap/timeline and overall status / red/yellow/ green - and then you could export it and either put in a powerpoint of to pdf.
I imagine if you had the feature with "subtasks" you could have your major milestones as parent tasks with the subtask beneath so you should be able to filter in your report view only the Milestone tasks and get the overall status of those and perhaps display latest comment on the milestone tasks. -
Joshua Rosenberg
commented
Reporting is crucial for managers and while what you have already there is a good start, it barely scratches the surface. See the options Jira has for reporting and try to match it as much as possible.
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Chris Kegler
commented
Fluent-Pro has an option to create a Power-BI report on Planner.
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Anonymous
commented
Agree with all the Power BI comments. I work in government and so we have to report regularly. I use Planner with policy and project teams - none of whom are PMO people so we end up manually preparing complex powerpoint slides for reporting. I had started taking screenshots of our buckets but there's just too much content. Wouldn't it be fabulous if we could just create a report from Planner - sucks the data available into a PowerBI dashboard and report. Oh, for something so simple for non-PMO, non-tech people... :)
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Robert Sešo commented
We need the dashboarding capability in planner which can display the summary of all plans, their open tasks, status etc. Think about team leads and managers that need to manage multiple plans at the same time, they need an overview dashboard for all their plans and for each plan individually.
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Anonymous
commented
YES PLEASE - Reporting is so needed especially when needing to communicate to business about what tasks are completed and where things are up to without giving them access to the portal
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Joseph Rudnicki
commented
It's baffling Power BI still can't connect to Planner, but has connectors with several other competing PM tools. This should have been a no-brainer to prioritize, as it adds value to the MS Team suite while incentivising license sales for two of their core products.
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Anonymous
commented
Hello - We would definitely like to have an option/way to generate report of all the plans/ planner that exists in an environment/tenant, similar to O365 groups.
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Anonymous
commented
Also agree on Power BI. Please provide a connector that exposes the entire dataset including comments, checklists, attachment references, labels, etc.