The online-based Microsoft Planner instrument is used extensively for work administration. It’s a great tool for staff collaboration and allows you to work collectively on the identical duties, create plans and monitor progress on them. Planner displays easy however helpful options for holding your staff on monitor. You may make crimson highlights for late duties and color-coded labels present visible cues for simple process identification that require consideration. Then you definitely even have the Charts view, which reveals your process’s progress through completely different graphic representations of progress together with chart filtering.
Nonetheless, if you want to do extra in Planner you could have few choices. For finishing up duties like information analysis and evaluation of your plan, printing out your plan or sharing it, and even backing it up, the Planner instrument does give you something. Right here is the place you possibly can leverage the facility of Microsoft Excel by exporting your plan to Excel.
Microsoft Excel provides you rather more beginning from displaying extra detailed evaluation to sharing your plan’s standing, it arms you with extra capabilities for holding your plan on schedule and your plan’s stakeholders up to date. Exporting your plan from Microsoft Planner to Excel Sheet is seemingly a easy process involving simply a couple of clicks. Under is a fast workaround.
Export Plan from Microsoft Planner to Excel Sheet
Comply with these steps to export the plan from Microsoft Planner to Excel Sheet:
- Open Microsoft Planner
- Open drop-down menu
- Export plan to Excel
Allow us to take a look at these steps in additional element.
1] Open Microsoft Planner
To start out, first, navigate to the Microsoft Planner app and open the app.
2] Open the drop-down menu
Now click on the three dots “…” on the high of the display screen as reveals within the picture beneath.
3] Export plan to Excel
Now from the drop-down menu, choose Export plan to Excel. You possibly can see it’s busy exporting it. For some customers, it could additionally launch Excel mechanically and take you immediately to that file. Within the different case, you possibly can navigate to the Downloads folder and entry the exported file.
Do observe that when requested what you need to do with “[Plan name].xlsx”, select both Open or Save as.
Whenever you open the exported plan file, the highest of it’ll embody the Plan ID, Plan identify, Date of export, in addition to all your duties together with different exported data. Every process has its personal row within the file.
As soon as achieved exporting, you may make use of a number of helpful Excel options to get extra out of your information. Really helpful actions embody.
Printing: A printed plan with a tabular view is less complicated to devour for a lot of customers than a Planner plan board.
Filter: Utilizing a Filter you will discover information values rapidly and management not solely what you need to see, however what you need to exclude.
Type: Make use of kind to kind your information on one or a number of columns. You possibly can kind in ascending or descending order.
Archiving: You possibly can archive your accomplished plans utilizing Excel. You possibly can retailer in places similar to secure (like OneDrive for Enterprise), and purge that plan from Planner to preserve your hub clear and arranged.
Join information to PowerBI: You possibly can join your Excel information to Energy BI, providing you with but another choice for visualizing vital plan particulars.
Sharing: There is no such thing as a possibility to give selective entry in Planner. With Excel, you possibly can simply delete the rows and columns of data you don’t need to share.
Different Helpful options: You too can use conditional formatting, Pivot Desk, Charts, What-if Evaluation, and different Excel options to get extra out of your Planner information. For extra data on superior Excel options make use of the next articles.
Learn: Superior Microsoft Excel Ideas and Methods for Home windows customers
Can I exploit Export possibility for Planner in SharePoint or Groups?
No, the Export possibility is just not out there for SharePoint or Groups. It is just out there for the Planner Internet app.
Can I export a number of planners to Excel on 1 sheet?
No, the choice to export a number of planners directly is just not out there. You are able to do it only one at a time.
