What you need to know about the NEW Planner (and where to find the data!)
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- Опубликовано: 6 июн 2024
- In the new premium Planner plans, we’re able to connect directly to the tables where our task data lives! We also get some additional features like time tracking and a Gantt chart. This video covers licensing, a feature comparison, and where to get the Planner data without using Power Automate.
Feature comparison for project management tools: www.microsoft.com/en-us/micro...
If you would like to see the custom column data from Planner more accessible for reporting, you can vote here: feedbackportal.microsoft.com/...
0:00 Tour of the new features
2:58 Licensing
4:52 Unlicensed or guest user experience
6:05 Where to get the data 
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For those of you that asked in other channels - YES this new premium Planner / Planner Plan 1 is (as far as I can tell) the same as Project for the Web. There is a new unified interface coming out in Teams that pulls it all together. This is mostly "new" to most of us who have been living in Planner for the last 5 years (that would be me!).
Please, can you do a further video on the Integration from the new Planner to Power BI? In this video you briefly touched on Power Apps in the place of Power Automate (dataverse) required for the old version of Planner but I wasn’t able to locate the Tables for my Planner. Is this limited to the Premium version of Planner?
@@jackwilliams5960 Yes, I'm planning on it. The Dataverse tables for this are only for the premium Planner / Project for the Web license tier, not standard. You'll only see the table if you're a member of a premium project plan.
@@bi-ome Thank you for confirming.
@@bi-ome great video as always and looking forward to the next part with details on making this connection. if i am a premium license holder that will publish a report/dashboard using this connection, will others without the same license be able to see the details? I would be making a dashboard that includes PFTW/Planner data on Power BI, publishing it, and team members would view it online or on a monitor in our office. Thanks!
@@jamielong4578 Yes, when you publish the report with a Dataverse source it will ask you if you want to use the Dataverse security (meaning user sees what they have access to) or not (meaning they will see whatever you have in the report). If you want to get a head start, just select the Dataverse connector in PBI, go to the default environment, and look for the tables there to connect to. Not sure exactly when I will get to it, I just started a new job so things have been nuts 😅
Fantastic breakdown! Your walkthrough is incredibly insightful, and it's clear you're paving the way for others to navigate these updates seamlessly.
Fantastic Videos Christine, these are super useful!
I was wondering in the interim of custom columns (hopefully) getting added to dataverse 🤞, is there a current workaround to be able to grab this data at all? This would be absolutely perfect if possible, Thank you!
Thanks! Not that I could find… which at that point makes me kind of just want to make my own app, and use Power BI for the Gantt, but that’s a can of worms. Someday if I ever have massive amounts of free time…
Hello! Thanks for your content.
Do you know if it is possible to create a project with external dependencies so you can have a project to track other projects? like a program management tool?
The higher license tier (project plan 5) has some program management capacity, but according to this thread it doesn't support cross-project dependencies in the web as of 2023. Project desktop does, though: techcommunity.microsoft.com/t5/project/create-task-dependencies-between-different-projects/m-p/3269992
Christine! Love your videos and pace! I am trying to figure out how to show a side 'details table' with raw data when selecting a cell measure from a matrix visual. Any ideas?
What’s the data source? You might be able to do this with a canvas app embed via the Power Apps visual integration if it’s a source that Power Apps can interact with.
❤many thanks
Great video Christine. I'm curious if you've found a way to capture "Time in List" (e.g., Automatically capture the time a Planner card [task] spends in a particular column [bucket] and create a new entry, that restarts the clock when a user drags a card to a new column/bucket). I'm thinking there's a solution somewhere between Power Automate and Power BI, but haven't sorted it yet. Curious if you've already found a solution?
Is this premium or not premium Planner? Premium has a history table you might check in Dataverse, I’m not sure offhand if it tracks bucket changes. If it does, you could use DAX to get the time between the events - there’s a few functions like rankx() and earlier() that are good for that sort of thing. Power Automate for non-premium is tricky because there’s no on-modified trigger for tasks and no get-changes like you have for SharePoint. Premium presumably you could use the item modified trigger on the Dataverse table, but it would take some finagling to figure out if the bucket changed or not and you’d have to store that info somewhere to keep the history.
The biggest issue is being able to tie projects together and make adjustments to overall plan based on multiple projects. If you have one or two projects it works fine. As soon as you scale up to multiples the amount of work to just see what everyone is doing is insane.
Yeah, I think that's where they try to upsell you to Proj Plan 5 to get the portfolio management - unless that's what you're using? I haven't ventured into that license tier, but Proj Online was not the easiest to work with either.
Hi! excellent video, but I have a question.. Where can I find the custom columns created in the new planner? cannot find them in dataverse. any suggestions? thanks,
They’re not in Dataverse yet. In the video I link to the idea board to vote for an idea I added for this so please vote on it if you want this feature :) feedbackportal.microsoft.com/feedback/idea/f130aded-aaf3-ee11-a73d-6045bd7e894e
@@bi-ome Thanks! just added my vote!
Great post :)
Am looking to see how a full project status report could be maintained in Planner. This would require adding in :
[1] Risks and Issues as seperate list(s)
[2] A list that holds the various instances of the status report - including columns for Exec Summary, this report achievement, next report target achievement, RAG statuses for the project - and Financial snapshot (Budget, Actual, Forecast numbers).
I guess that would be a series of suggestions for enhancements in the project community?
Yeah, I think they're trying to go that route with the Project for the Web stuff, but in my opinion those pieces are just not super functional yet. The product actually comes with a model-driven app that can interact with the Dataverse project-related tables - e.g. you can add project member roles and assign them in there, etc. Presumably, you could riff off of that and add custom tables for things like status reports, except it's a managed solution, so you can't edit it - but you could create your own model-driven app that references the same tables and add whatever you want to it.
I would definitely recommend using Dataverse for the back end though, instead of SharePoint, because that's where all of the data tables it currently uses are located - and you'd want your app to be able to reference that data. It'd trigger premium Power Apps licensing for users, though, which can be an issue
@@bi-ome Yes, understood.. be interested if P web becomes capable of adding status report support. As you say, the P data is in DV so a near term solution could be to add tables in DV and use power apps to maint
@@SIRRUBADUBDUB That's the funny thing, there is a table in Dataverse for project status reports, and it really looks to me like it's part of the project table set (it's got the same schema naming convention as the rest of the project tables), but when I do an internet search on those keywords nothing comes up, and I don't see any references to it in the actual product. It's very strange, because I would have assumed that would be a feature - it's a pretty integral part of project management.
@@bi-ome Hmmm.. fingers crossed that this may be an indication that a project status report feature is in the pipeline. Be great if they delivered some kind of reporting facility involving Power BI. MS project has a whole suite of reports in the fat client ver - so may be reasonable to have some limited web based reporting
@@SIRRUBADUBDUB They did mention custom reporting quite a bit in the webinars the other day, but no specifics, so it's a good bet! I did a little more digging and I think the status reports table is perhaps used by what looks like the now-defunct Accelerator open source addon. Their GitHub hasn't been updated in 3 years, but it looks like it was trying to do exactly what you describe. I wonder what happened with it because the concept looked pretty solid...
When creating your premium plan (or project for the web) how do you choose an environment?
They all go into the default environment, there’s not a choice-
Its a nice video, However, we really dont know whats gonna happen in the future. Regarding the current api/connectors to dataverse for project plan 1 (now planner plan 1) they are immature. You cant for example use them to update a task through power automate etc. But planner connectors is alot more mature. We have a case with MS asking what the plans are, cause right now its only an integration between project for the web and planner, they are however, gonna be part of same backend in the future, but there is no details on what and when more then later 2024.
Totally, that's why I don't go over Power Automate with this at all. We're using Power BI here to pull the data; the Dataverse connector is very stable in comparison. It's just reading from the tables. Assuming they continue to push the data to Dataverse, anyways.
does Microsoft want all of us (developers) to leave the job ?🤣 what is left to develop
Idk, are you developing something like this?? I am more worried about where Copilot in Power Platform is going, lol
@bi-ome yes, we discussed over LinkedIn few days back about bringing user profile information for large dataset, which I did accomplish using graphi app registered in AD and then used http connector with limitations but I was able to achieve ,
So further I need to develop app for project maintenance, planning hours and future projection of hours of each project, resources availability and these data once collected by that app will be connected to same dashboard.
These copilot may get better day by day, it will in all the MS office tools and power platform
I hope microsoft to work on Power Fx to be the language used throughout power platform ✨️ if they can replace power automate fx , power m query, Dax with power fx it will be very helpful for us
And I seriously don't prefer this new look of power automate, it has lots of limitations.
@@bi-ome Yes I am developing an app for resource and project management which data will be used in the power bi which I had discussed with you over LinkedIn regarding user profile information about 50k out of total employees 2.25 lakh, it was challenging, I used registered a Graph Api app in Azure AD and used in pwoer automate as in the HTTP connector by qierying desired filter 3 times I got the desired output by running the flow for 2 days🤣🤣🤣🤣
I agree with you, this copilot will become more advance in upcoming days, you might have seen they have adde few other template screens in Canvas for citizen developers can just connect the datasource and app is ready.
They should replace office script with copilot actually and immediately create the flow by command.
Also I wish Microsoft to replace Power Automate Fx, Power M query and Dax with Power Fx ✨and make it standard one language throughout the power platform.
It's in one umbrella but feels like they copy pasted PowerApps from other low code tools in market, power automate from some other company, and Power Bi from their own excel and mixed with Bi tools capabilities, they should make it uniform.
Same IF condition is written in all 3 in different ways, Unique and Distinct syntax are different, and many other such forall conditons 🙄🤯
I don't know what Microsoft is trying to do except business.
@bi-ome Yes I am developing an app for resource and project management which data will be used in the power bi which I had discussed with you over LinkedIn regarding user profile information about 50k out of total employees 2.25 lakh, it was challenging, I used registered a Graph Api app in Azure AD and used in pwoer automate as in the HTTP connector by qierying desired filter 3 times I got the desired output by running the flow for 2 days🤣🤣🤣🤣
I agree with you, this copilot will become more advance in upcoming days, you might have seen they have adde few other template screens in Canvas for citizen developers can just connect the datasource and app is ready.
They should replace office script with copilot actually and immediately create the flow by command.
Also I wish Microsoft to replace Power Automate Fx, Power M query and Dax with Power Fx ✨and make it standard one language throughout the power platform.
It's in one umbrella but feels like they copy pasted PowerApps from other low code tools in market, power automate from some other company, and Power Bi from their own excel and mixed with Bi tools capabilities, they should make it uniform.
Same IF condition is written in all 3 in different ways, Unique and Distinct syntax are different, and many other such forall conditons 🙄🤯
I don't know what Microsoft is trying to do except business.
@bi-ome Yes I am developing an app for resource and project management which data will be used in the power bi which I had discussed with you over LinkedIn regarding user profile information about 50k out of total employees 2.25 lakh, it was challenging, I used registered a Graph Api app in Azure AD and used in pwoer automate as in the HTTP connector by qierying desired filter 3 times I got the desired output by running the flow for 2 days🤣🤣🤣🤣
I agree with you, this copilot will become more advance in upcoming days, you might have seen they have adde few other template screens in Canvas for citizen developers can just connect the datasource and app is ready.
They should replace office script with copilot actually and immediately create the flow by command.
Also I wish Microsoft to replace Power Automate Fx, Power M query and Dax with Power Fx ✨and make it standard one language throughout the power platform.
It's in one umbrella but feels like they copy pasted PowerApps from other low code tools in market, power automate from some other company, and Power Bi from their own excel and mixed with Bi tools capabilities, they should make it uniform.
Same IF condition is written in all 3 in different ways, Unique and Distinct syntax are different, and many other such forall conditons 🙄🤯
I don't know what Microsoft is trying to do except business.