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Microsoft Planner Export to Excel - 3 Efficient Methods
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Published onAugust 6, 2024
published onAugust 6, 2024
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The Microsoft Planner export to Excel feature lets you transfer tasks and projects to an Excel workbook for data analytics and visualization.
However, the Planner app offers limited options for charts and graphs for project data visualizations. So, you might need to analyzeMicrosoft Plannerdata inExcelfor advanced analytics. Also, it’s the best way to migrate task boards to another project management tool.
I’ve tested the new and legacy apps to explore their export capabilities, so let’s have a look!
Microsoft Planner Export to Excel
You can try several methods:
Using the New App
Follow these steps:
A big drawback of this method is that you can’t apply a filter to the Planner task board to narrow down the content for exporting. It’ll send the whole project board without the filter.
Also, if you’re using an unpaid or free version of Planner, you might not see theGo to websiteoption on the Planner Teams app. You’ll have to use the legacy Microsoft Planner tool.
Using the Legacy App
Using Power Automate
The flow might not work if you choose incorrect actions or permissions:
Summary
So far, you’ve learned three different methods to use theMicrosoft Plannerexport to Excel feature.
If you occasionally export Planner data to Excel, you can use the manual methods for the new and legacy Planner app.
Contrarily, if you frequently do this, you can use Power Automate-based automation. You can also learn how tocreate a Gantt chart.
Did the article help you to seamlessly export Microsoft Planner data to Excel? You can let us know by commenting below. If you know a better method, feel free to share!
More about the topics:How to,Microsoft 365,Microsoft Office,Microsoft Planner
Vlad Turiceanu
Windows Editor
Passionate about technology,Windows, and everything that has a power button, he spent most of his time developing new skills and learning more about the tech world.
Coming from a solid background in PC building and software development, with a complete expertise in touch-based devices, he is constantly keeping an eye out for the latest and greatest!
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Vlad Turiceanu
Windows Editor
Coming from a solid background in PC building and software development, he’s a Windows 11 Privacy & Security expert.
