Integrating Multiple Planner Boards into a Power BI Dashboard
Thursday, May 20, 2021
12 - 1 PM EDT
Microsoft Planner is a planning application available within Microsoft 365. It is fantastic for assigning tasks and sub-tasks to users and has a lot of value in tracking progress for different initiatives. We use planner on both internal and consulting projects as it provides simplified task management. However, when you belong to multiple Planner boards, it can become challenging to manage tasks and get a holistic view of all tasks and their assignments in a single pane.
We found this out quite quickly and turned to building a Power BI dashboard to provide us this view. Having a solution that allows for rolling up several planner boards into a single data repository which can then be presented in a very visually appealing dashboard makes it much easier to be decisive and identify potential task conflicts.
In this webinar we will cover:
- Azure Automation for harvesting
- Planner data through Graph Upload to one or more
- Azure storage accounts Populate SharePoint lists to organize Plans into Portfolios
- Client showcase - County of Simcoe