2:40 Hi Ben thanks for all these valuable information. When i go to the link 'save as a new flow' its says "it looks like something went wrong... The provided flow name '...' contains invalid characters... What can i do in this case?
I am not seeing this error, and I'm trying to narrow down the problem. Does it occur with all of the flows you can import from github.com/ben-howard/Planner-PowerBI-with-PowerAutomate - ie Parallel with Office Scripts, Parallel with no Office Scripts, Sequential and Single Team?
I am not seeing this error, and I'm trying to narrow down the problem. Does it occur with all of the flows you can import from github.com/ben-howard/Planner-PowerBI-with-PowerAutomate - ie Parallel with Office Scripts, Parallel with no Office Scripts, Sequential and Single Team?
Hi Ben, this looks like a brilliant solution, thank you for your efforts in building and outlining the solution. I attempted all four zip files per your reply and received an error message for each due to an invalid character in the name upon clicking 'save as a new flow.' The text output reads "The provided flow name 'draft_3f0.....' contains invalid characters."
I have done the corrections but still got the error below in flow checker " This operation violates admin data policy 'Default-Environment-DLP', which restricts the use of business connector 'shared_teams' with non-business connector 'shared_planner'." Any ideas?
Likewise, the link was not visible for me either, but when I did the same with Microsoft Edge, where I use the language in English, the link became visible. So if you change your browser language to English as the default, your problem can be solved.
Hi Ben, I have a question not directly tied to this video but linked to the flow. Can you get the actual label that has been created and not just the color? Also how would you add the notes section?
Hi, it's a great question. You cannot get the actual label name, if they were consistent across all plans then you could build a table in Power Query and do a transformation there (or indeed in DAX), eg RED = Issue. Re notes, they are not exposed in the flow connector, so alas there is no way to add this in.
@@paulx4496 Haha hey thanks. Not sure if it's the fact that it was my second attempt, or the fact that it was in Edge, but attempting in Edge enabled the "save to a new flow" feature.
Hi Ben - I'm still stuck on this error. The "Save to a new flow" link does not appear for me so I have no way to open/edit the flows like you are showing in this video. Ideas?
@@BenHoward_PowerBI the same happened to me. Can you maybe share the print screen of the flow so we can manually create it? from the video I could already create the first ones :)
@@thaissanchez9648 - I have added a file called "flow map.pdf" to the github repository (github.com/ben-howard/Planner-PowerBI-with-PowerAutomate) which shows the full flow. It's an A3 so you can print it off.
Hey Mark. The "Save to a new flow" link didn't appear for me also the first time but weirdly, the second time I tried it did. And the rest was easy. So try again if possible.
Hi Ben, I want to express my extreme gratitude for these videos that you have created! Extremely helpful!! Thankfully the tip about being in microsoft edge made a difference and I was able to receive the prompt to save as a new flow, however I am stuck after confirming all connections. No Scripts seem to be showing up as available when connecting to the location of where the planner is saved. Nothing was changed in the excel spreadsheet and I'm unsure how to move forward. Please reach out if you have the time to help, thank you!
Hi Marissa - did you watch the other videos as well as per the full description - The soln has been updated to use Office Scripts, so be sure to watch ruclips.net/video/-U1Nnj95VMo/видео.html and ruclips.net/video/82aYZBKiwoA/видео.html aswell. Unbeknown to me at the time the office scripts do not migrate with Excel file, and so you will need to add them into Excel. You can find the scripts here - github.com/ben-howard/Planner-PowerBI-with-PowerAutomate/blob/main/Office%20Scripts.zip
@@BenHoward_PowerBI THANK YOU SO MUCH FOR ALL OF YOUR HELP! I'm completing the flow now, fingers crossed I did it correctly and everything automates. Again, truly appreciate all of your assistance on this!
Hi, I've taken to suggesting you manually delete all of the rows in the tasks table once (but obviously leave the table in place), and from then on it seems to work fine. However, other people have suggested a more robust and speedier solution is to use SharePoint Lists to store the data instead of Excel, and I will produce a video on this in the near future. You obviously need to change the Flow (and set up the sharepoint lists) and change the source in Power BI.
@@aliashraf1359 - Hi Ali, I know if you do some googling you can find out how to write to SharePoint lists. However, another user suggested using Office scripts, one for each table. The script is below (you'll need to change the table name in each script) function main(workbook: ExcelScript.Workbook) { //Delete all rows in Tasks table. let delete_tbl = workbook.getTable("Task_tbl"); // Delete all row(s) at index 0 from table Task_tbl let numberOfRows = delete_tbl.getRowCount(); if (numberOfRows > 0) delete_tbl.deleteRowsAt(0, numberOfRows); } You need a script for each table, the 6 tables are called Task_tbl User_tbl Assignments_tbl Plan_tbl Bucket_tbl Checklist_tbl You need to create these 6 office scripts in the Excel file, I just called mine Remove_tasks, Revove_Users etc.. Each office script just needs a single line changing to reflect the table name. That’s the Excel side set up. Next is to modify the Flow to execute the script as the 1st thing it does. For each branch in the flow (there are 6, one for each table), add in the Excel action to execute a script, and for select the script that is relevant to the branch. This script effectively replaces what was the 1st two actions in each branch, (now actions 2 and 3), so these can be removed for all branches This more than halved my processing time, and removes the issue flow seems to have with removing the rows in the table.
Hey thank you and I really appreciate it but for some reason for me there is no option of " create as new flow" in next steps doesn't come. What to do then?
Hi, I did not get the button to 'Save as a new flow'. It only showed the 1st 2 lines. I am unable to continue further to the flow to edit the connections as per the video.
I am not seeing this error, and I'm trying to narrow down the problem. Does it occur with all of the flows you can import from github.com/ben-howard/Planner-PowerBI-with-PowerAutomate - ie Parallel with Office Scripts, Parallel with no Office Scripts, Sequential and Single Team?
Add the parameter v3=false to the end of the import URL, for example make.powerautomate.com/environments/Default-746003bd-b693-45c8-8ec1-f4755c4b728a/flows/import?v3=false Microsoft say that it's a gap with the v3 designer and in their backlog to fix.
Add the parameter v3=false to the end of the import URL, for example make.powerautomate.com/environments/Default-746003bd-b693-45c8-8ec1-f4755c4b728a/flows/import?v3=false Microsoft say that it's a gap with the v3 designer and in their backlog to fix.
Uploaded the FLOW ZIP file Corrected connectors and Create as new - Import Get the error and option to SAVE as New When trying to fix connectors, the flow does not look the Video For example the Excel connector calls for location , doc library and file - but it also calls for a script as well - I tired exporting the scripts but it wont pull the osts script in the flow / only the folder "office scripts shows up
Hi Danny, have you downloaded the zips from the github location? And did you watch the other videos as per the description of the video, that will explain to you why the video is now different to the soln.
@@BenHoward_PowerBI Thanks For replying ! I actually didn't see the last video in the description .yesterday I ended up making the Flow from scratch using your PDF and today I saw the second video about running excel scripts to cleat the table. So I then made a copy of the original flow from PDF in GITHUB and updated with the Excel script action to clear the rows / tables. Both versions run now and tables are updating in my test environment. Too bring this into production, Does one just copy the blank excel template too the Group site in share point , then copy and modify the copy of the automate to point too that group site. It should then grab every Task in planner associated too that Team Site . Very impressive work by the way and thanks again for the help! How did you figure out the relationship between TaskID , UserID and all the tables. Staying tuned for more of your work!
@@350110thave - re moving to prodn, I guess it depends if you have a completely different test tenant or just a test "area". Re figuring out the relationships, it's pretty easy once you've done a bit of relationship modelling, especially as I spent a long time working with Project Online data.
@@BenHoward_PowerBI I have a Test Tenant in Sharepoint where I created the RLS Planner and Created the RLS Team in Teams from the group the planner created. Im guessing I need to Export the Power Automate and Excel Template too the appropriate Group page in my PROD environment and change the flow to point too the appropriate page. Im just worried that the Team page for out IT dept doesn't hold all the plans in our PROD environment. Anyway of confirming this so I place the excel in the appropriate group page and make the right adjustments too the FLOW? In regards too using the excel scripts to clear the table/rows, I found that dragging those flows to run in sequence created less errors and made the flow run faster . Another way to make it run faster is to use SharePoint list . you can write to a SP list, in which you can export a query file to excel and have that file update itself when you open the file
@@350110thave - Hi Danny, there are too many variables for me to comment on moving this to prodn in your environment. Re the scripts, yes, they can run concurrently or serially. It's good advice re the sharepoint lists, I already know that runs faster, and you can change the source in Power BI to read directly from the sharepoint lists thereby doing away with any excel file. However, I decided to stick with Excel as it makes for an easier soln. for the majority of people.
I'm getting this error on first level: The dynamic operation request to API 'excelonlinebusiness' operation 'GetSingleScript' failed with status code 'NotFound'. This may indicate invalid input parameters. Error response: { "status": 404, "message": "Script not found. It may have been unshared or deleted. clientRequestId: a8188550-3a04-4efc-89bf-8a49ea4a0130", "error": { "message": "Script not found. It may have been unshared or deleted." }, "source": XXXX
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2:40
Hi Ben thanks for all these valuable information.
When i go to the link 'save as a new flow' its says "it looks like something went wrong... The provided flow name '...' contains invalid characters... What can i do in this case?
Hi Ben. I had the same issue as TrueSpeaker. Any thoughts?
I am not seeing this error, and I'm trying to narrow down the problem. Does it occur with all of the flows you can import from github.com/ben-howard/Planner-PowerBI-with-PowerAutomate - ie Parallel with Office Scripts, Parallel with no Office Scripts, Sequential and Single Team?
I am not seeing this error, and I'm trying to narrow down the problem. Does it occur with all of the flows you can import from github.com/ben-howard/Planner-PowerBI-with-PowerAutomate - ie Parallel with Office Scripts, Parallel with no Office Scripts, Sequential and Single Team?
Hi Ben, this looks like a brilliant solution, thank you for your efforts in building and outlining the solution.
I attempted all four zip files per your reply and received an error message for each due to an invalid character in the name upon clicking 'save as a new flow.' The text output reads "The provided flow name 'draft_3f0.....' contains invalid characters."
@@jayporcano - hi, if you can reach out to me on email perhaps we can have a remote session so that I can see the issue first hand.
I have done the corrections but still got the error below in flow checker
" This operation violates admin data policy 'Default-Environment-DLP', which restricts the use of business connector 'shared_teams' with non-business connector 'shared_planner'."
Any ideas?
Likewise, the link was not visible for me either, but when I did the same with Microsoft Edge, where I use the language in English, the link became visible. So if you change your browser language to English as the default, your problem can be solved.
Hi Ben, I have a question not directly tied to this video but linked to the flow. Can you get the actual label that has been created and not just the color? Also how would you add the notes section?
Hi, it's a great question. You cannot get the actual label name, if they were consistent across all plans then you could build a table in Power Query and do a transformation there (or indeed in DAX), eg RED = Issue. Re notes, they are not exposed in the flow connector, so alas there is no way to add this in.
This doesn't work for me. Same error message, but I miss stage3 "Save as a new flow". How to work around that?
Hi, contact me directly via email and we can arrange a time to share your screen.
@@BenHoward_PowerBI Sane issue here. I have not the possibility to "Save as New"
@@Matte_olo Using Microsoft edge browser solved this issue for me
@@paulx4496 Haha hey thanks. Not sure if it's the fact that it was my second attempt, or the fact that it was in Edge, but attempting in Edge enabled the "save to a new flow" feature.
Hi Ben - I'm still stuck on this error. The "Save to a new flow" link does not appear for me so I have no way to open/edit the flows like you are showing in this video. Ideas?
Mark, ping me directly via email please.
@@BenHoward_PowerBI the same happened to me. Can you maybe share the print screen of the flow so we can manually create it? from the video I could already create the first ones :)
@@thaissanchez9648 - I have added a file called "flow map.pdf" to the github repository (github.com/ben-howard/Planner-PowerBI-with-PowerAutomate) which shows the full flow. It's an A3 so you can print it off.
Hey Mark. The "Save to a new flow" link didn't appear for me also the first time but weirdly, the second time I tried it did. And the rest was easy. So try again if possible.
@@TheFaris I tried a few more times, it still doesnt show Save to a new flow
Hi Ben, I want to express my extreme gratitude for these videos that you have created! Extremely helpful!! Thankfully the tip about being in microsoft edge made a difference and I was able to receive the prompt to save as a new flow, however I am stuck after confirming all connections. No Scripts seem to be showing up as available when connecting to the location of where the planner is saved. Nothing was changed in the excel spreadsheet and I'm unsure how to move forward. Please reach out if you have the time to help, thank you!
Hi Marissa - did you watch the other videos as well as per the full description - The soln has been updated to use Office Scripts, so be sure to watch ruclips.net/video/-U1Nnj95VMo/видео.html and ruclips.net/video/82aYZBKiwoA/видео.html aswell. Unbeknown to me at the time the office scripts do not migrate with Excel file, and so you will need to add them into Excel. You can find the scripts here - github.com/ben-howard/Planner-PowerBI-with-PowerAutomate/blob/main/Office%20Scripts.zip
@@BenHoward_PowerBI THANK YOU SO MUCH FOR ALL OF YOUR HELP! I'm completing the flow now, fingers crossed I did it correctly and everything automates. Again, truly appreciate all of your assistance on this!
Thank you so much for this and your original videos on this. You may have saved my job.
One of the shortest comments, and one of the most powerful. I hope you succeed!
Otherwise it works fine, but the flow don't delete each row from the present table. And then I'm in problems with duplicates... Any idea for that?
Hi, I've taken to suggesting you manually delete all of the rows in the tasks table once (but obviously leave the table in place), and from then on it seems to work fine. However, other people have suggested a more robust and speedier solution is to use SharePoint Lists to store the data instead of Excel, and I will produce a video on this in the near future. You obviously need to change the Flow (and set up the sharepoint lists) and change the source in Power BI.
@@BenHoward_PowerBI Hi Ben I really appreciate your help about that, How could I replace excel and to use SharePoint Lists instead.
@@aliashraf1359 - Hi Ali, I know if you do some googling you can find out how to write to SharePoint lists. However, another user suggested using Office scripts, one for each table. The script is below (you'll need to change the table name in each script)
function main(workbook: ExcelScript.Workbook) {
//Delete all rows in Tasks table.
let delete_tbl = workbook.getTable("Task_tbl");
// Delete all row(s) at index 0 from table Task_tbl
let numberOfRows = delete_tbl.getRowCount();
if (numberOfRows > 0) delete_tbl.deleteRowsAt(0, numberOfRows);
}
You need a script for each table, the 6 tables are called
Task_tbl
User_tbl
Assignments_tbl
Plan_tbl
Bucket_tbl
Checklist_tbl
You need to create these 6 office scripts in the Excel file, I just called mine Remove_tasks, Revove_Users etc.. Each office script just needs a single line changing to reflect the table name.
That’s the Excel side set up.
Next is to modify the Flow to execute the script as the 1st thing it does. For each branch in the flow (there are 6, one for each table), add in the Excel action to execute a script, and for select the script that is relevant to the branch.
This script effectively replaces what was the 1st two actions in each branch, (now actions 2 and 3), so these can be removed for all branches
This more than halved my processing time, and removes the issue flow seems to have with removing the rows in the table.
@@BenHoward_PowerBI Thank you, sir, I hope you can publish a new video about that solution. Really Appreciated.
@@BenHoward_PowerBI Hi Ben, hanks and congrats for great job! Regards
It works. 🙂
Great!!
Hey thank you and I really appreciate it but for some reason for me there is no option of " create as new flow" in next steps doesn't come. What to do then?
Hi, can you reach out to me via email via the contact form on applepark.co.uk and we can share a screen to see the issue?
Hi, I did not get the button to 'Save as a new flow'. It only showed the 1st 2 lines. I am unable to continue further to the flow to edit the connections as per the video.
It's ok now. I imported a few times, and the 'Save as a new flow' button appeared for me to edit the flow.
Gad that it worked, sometimes persistence is the best way!
@@BenHoward_PowerBI Thanks! But now I am still facing a flow timeout issue.
I had to start the import over from the beginning in order to receive the 3rd “save as new flow” line with the link
i can't save the package as a new flow.
There occurs a new error, that the flow name contains invalid characters.
Any idea how to fix that?
I am not seeing this error, and I'm trying to narrow down the problem. Does it occur with all of the flows you can import from github.com/ben-howard/Planner-PowerBI-with-PowerAutomate - ie Parallel with Office Scripts, Parallel with no Office Scripts, Sequential and Single Team?
Have the same issue. Anyone know how to fix this?
Add the parameter v3=false to the end of the import URL, for example make.powerautomate.com/environments/Default-746003bd-b693-45c8-8ec1-f4755c4b728a/flows/import?v3=false
Microsoft say that it's a gap with the v3 designer and in their backlog to fix.
Add the parameter v3=false to the end of the import URL, for example make.powerautomate.com/environments/Default-746003bd-b693-45c8-8ec1-f4755c4b728a/flows/import?v3=false
Microsoft say that it's a gap with the v3 designer and in their backlog to fix.
@@BenHoward_PowerBI yes! thanks a lot!
Did anyone happen to find a solution if "save to a new flow" doesnt show up?
i tried importing 5 times - then on 5th time it saved - i updated all the connections works great now
Brower cache causing to go into read-only mode. Clear all cache, and retry, you will get the "Save as a new flow" option.
Using Edge instead of other browser worked for me
@@josedanielbarquero2297 Great Shout ! Switching from Chrome to Edge made the "Save as a new flow" available for me. Thanks!
Uploaded the FLOW ZIP file
Corrected connectors and Create as new - Import
Get the error and option to SAVE as New
When trying to fix connectors, the flow does not look the Video
For example the Excel connector calls for location , doc library and file - but it also calls for a script as well - I tired exporting the scripts but it wont pull the osts script in the flow / only the folder "office scripts shows up
Hi Danny, have you downloaded the zips from the github location? And did you watch the other videos as per the description of the video, that will explain to you why the video is now different to the soln.
@@BenHoward_PowerBI
Thanks For replying ! I actually didn't see the last video in the description .yesterday I ended up making the Flow from scratch using your PDF and today I saw the second video about running excel scripts to cleat the table. So I then made a copy of the original flow from PDF in GITHUB and updated with the Excel script action to clear the rows / tables. Both versions run now and tables are updating in my test environment.
Too bring this into production, Does one just copy the blank excel template too the Group site in share point , then copy and modify the copy of the automate to point too that group site. It should then grab every Task in planner associated too that Team Site .
Very impressive work by the way and thanks again for the help!
How did you figure out the relationship between TaskID , UserID and all the tables.
Staying tuned for more of your work!
@@350110thave - re moving to prodn, I guess it depends if you have a completely different test tenant or just a test "area".
Re figuring out the relationships, it's pretty easy once you've done a bit of relationship modelling, especially as I spent a long time working with Project Online data.
@@BenHoward_PowerBI I have a Test Tenant in Sharepoint where I created the RLS Planner and Created the RLS Team in Teams from the group the planner created. Im guessing I need to Export the Power Automate and Excel Template too the appropriate Group page in my PROD environment and change the flow to point too the appropriate page.
Im just worried that the Team page for out IT dept doesn't hold all the plans in our PROD environment. Anyway of confirming this so I place the excel in the appropriate group page and make the right adjustments too the FLOW?
In regards too using the excel scripts to clear the table/rows, I found that dragging those flows to run in sequence created less errors and made the flow run faster . Another way to make it run faster is to use SharePoint list . you can write to a SP list, in which you can export a query file to excel and have that file update itself when you open the file
@@350110thave - Hi Danny, there are too many variables for me to comment on moving this to prodn in your environment. Re the scripts, yes, they can run concurrently or serially. It's good advice re the sharepoint lists, I already know that runs faster, and you can change the source in Power BI to read directly from the sharepoint lists thereby doing away with any excel file. However, I decided to stick with Excel as it makes for an easier soln. for the majority of people.
I'm getting this error on first level:
The dynamic operation request to API 'excelonlinebusiness' operation 'GetSingleScript' failed with status code 'NotFound'. This may indicate invalid input parameters. Error response: { "status": 404, "message": "Script not found. It may have been unshared or deleted. clientRequestId: a8188550-3a04-4efc-89bf-8a49ea4a0130", "error": { "message": "Script not found. It may have been unshared or deleted." }, "source": XXXX
Hi Lynne, please make sure you have added the scripts to the Excel file. - please watch this video - ruclips.net/video/82aYZBKiwoA/видео.html