Access Live Microsoft Planner Data in Excel (Desktop) through Connect Spreadsheets

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, you gain immediate access to Microsoft Planner data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to Microsoft Planner in Connect Spreadsheets and access and update live Microsoft Planner data in Excel spreadsheets.

Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.

Configure Microsoft Planner Connectivity for Excel

Connectivity to Microsoft Planner from Excel is made possible through Connect Spreadsheets. To work with Microsoft Planner data from Excel, we start by creating and configuring a Microsoft Planner connection.

1. Log into Connect Spreadsheets, click Connections and click Add Connection 👁 Adding a Connection
   
2. Select "Microsoft Planner" from the Add Connection panel 👁 Selecting a data source
   
3. Enter the necessary authentication properties to connect to Microsoft Planner.

   You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

   When you connect the Driver opens the MS Planner OAuth endpoint in your default browser. Log in and grant permissions to the Driver. The Driver then completes the OAuth process.

   1. Extracts the access token from the callback URL and authenticates requests.
   2. Obtains a new access token when the old one expires.
   3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Microsoft Planner Connection page and update the User-based permissions. 👁 Updating permissions
   

With the connection configured, you are ready to connect to Microsoft Planner data from Excel.

Access Live Microsoft Planner Data in Excel

The steps below outline connecting to Connect Spreadsheets from Excel to access live Microsoft Planner data.

1. Open Excel, create a new sheet (or open an existing one).
2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
3. Search for Connect Spreadsheets and install the Add-in. 👁 Install the Add-In
   
4. Click Data and open the CData Connect Spreadsheets Add-In.
5. In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account 👁 Authorizing the Add-In
   
6. In the Connect Spreadsheets panel in Excel, click Import 👁 Connect Spreadsheets panel in Excel
   
7. Choose a Connection (e.g. MicrosoftPlanner1), Table (e.g. Tasks), and Columns to import 👁 Connect Spreadsheets panel in Excel
   
8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
   
9. Click Execute to import the data and opt to overwrite the existing sheet or create a new one. 👁 Executing the Query
   

Update Microsoft Planner Data from Excel

In addition to viewing Microsoft Planner data in Excel, Connect Spreadsheets also lets you update and delete Microsoft Planner data. Begin by importing data (as described above).

1. Update any cell or cells with changes you want to push to Microsoft Planner (your changes will be in red)
2. In the Connect Spreadsheets Add-In panel, select Update
3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected") 👁 Executing the update (Salesforce is shown).
   
4. Click Execute to push the updates to Microsoft Planner

A notification will appear when the update is complete

Live Access to Microsoft Planner Data from Spreadsheet Apps

New, you have a direct, cloud-to-cloud connection to live Microsoft Planner data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.