How To Export Microsoft Planner To Excel?

If you are looking for a way to export data from Microsoft Planner to Excel, you have come to the right place! In this article, we will discuss the process of exporting data from Microsoft Planner to Excel, step-by-step. We will explain the advantages of exporting data from Microsoft Planner to Excel, and provide tips on how to make the process as easy and seamless as possible. So, let’s get started on our journey to export Microsoft Planner to Excel!

How to Export Microsoft Planner to Excel?

Microsoft Planner is a great tool to organise and manage projects of any size. It enables users to create and assign tasks, track progress, manage resources, set due dates, and collaborate with other users in the same organisation. However, there may be times when you need to export your Planner data to Excel. This can be done easily using the Microsoft Planner Export feature.

Export Microsoft Planner to Excel

Exporting your Planner data to Excel is a quick and easy process. To get started, first open the Planner app and select the plan you want to export. Once the plan is opened, click on the “Export” button at the top of the Planner window. This will open the “Export to Excel” dialog box.

Step 1: Select the Data to Export

In the “Export to Excel” dialog box, you will see a list of data items that you can export. You can select any or all of the data items that you want to export. You can also select the format for the exported data (e.g. CSV, XLSX, etc.). Once you have selected the data items and the format, click on the “Export” button.

Step 2: Specify the Export Settings

In the next step, you will be asked to specify the export settings. You can select the date range for the data to be exported, and also specify the task and bucket fields that should be included in the exported data. Once you have specified the export settings, click on the “Export” button.

Step 3: Download the Exported Data

Once the export process is complete, you will be prompted to download the exported data. The file will be downloaded in the format you specified in the previous step. You can then open the file in Excel, or any other spreadsheet program, to view the data.

Import the Exported Data into Excel

Once you have downloaded the exported data, you can import it into Excel. To do this, open the Excel file and select the “Data” tab. From the “Data” tab, select the “From Text” option. This will open the “Text Import Wizard” dialog box.

Step 1: Select the File

In the “Text Import Wizard” dialog box, select the file that you downloaded from Planner. Once the file is selected, click on the “Next” button.

Step 2: Specify the Data Format

In the next step, you will be asked to specify the data format. You can select either “Delimited” or “Fixed Width”. Once you have selected the data format, click on the “Next” button.

Step 3: Map the Data Fields

In the final step, you will be asked to map the data fields. This is where you will specify which columns in the Excel file correspond to which fields in the Planner data. Once you have mapped the fields, click on the “Finish” button.

View the Imported Data in Excel

Once the import process is complete, you will be able to view the imported data in Excel. You can then use the data to generate reports, analyse the data, or whatever else you need to do.

Conclusion

Exporting and importing data from Microsoft Planner to Excel is a straightforward process. You can use the Export feature in Planner to quickly export your data to Excel, and then import the data into Excel using the Text Import Wizard. By following the steps outlined above, you can easily export and import data from Planner to Excel.

Frequently Asked Questions

What is Microsoft Planner?

Microsoft Planner is a task and project management software from Microsoft that allows users to create and manage their tasks and projects in an organized manner. It is a cloud-based app that helps users to collaborate with their team members, assign tasks, share files, and track progress.

Microsoft Planner is available as part of the Microsoft Office 365 suite, making it a great tool for teams and individuals who are already using Office 365 products such as Outlook, Word, and Excel.

How do I export a Microsoft Planner to Excel?

Exporting a Microsoft Planner to Excel is a relatively straightforward process. All you need to do is open the plan that you want to export, select the “Export” button on the right-hand side, and select “Export to Excel”. This will create an Excel spreadsheet with all the tasks, assignees, and other details from your plan.

Once the spreadsheet is created, you can edit and format it as you see fit. You can also use the data from the spreadsheet to generate charts and graphs, or use it as the basis for other reporting.

What are the benefits of exporting a Microsoft Planner to Excel?

Exporting a Microsoft Planner to Excel has several benefits. Firstly, it makes it easier for users to view their tasks and projects in an organized way, as the spreadsheet is much easier to read than the Planner interface.

It also allows users to edit and format the data as they see fit, and to generate charts and graphs that can be used for reporting purposes. Finally, it makes it easier to share the data with colleagues and stakeholders, as they can easily open the Excel sheet and view the data.

How can I share the exported Microsoft Planner data with my team?

Once you have exported the Microsoft Planner to Excel, you can then share the data with your team members. The simplest way to do this is to upload the Excel file to a shared drive or cloud storage service such as OneDrive or Dropbox. Your team members can then view the spreadsheet and access the data.

Alternatively, you can also use the Excel Online feature in Office 365 to share the spreadsheet with your team. This will allow them to view the spreadsheet in their browser, without having to download the file.

What are some best practices for using Microsoft Planner?

The best practices for using Microsoft Planner will depend on your specific requirements, but there are some general tips that can help. Firstly, it is important to assign tasks to the right people, as this will help ensure that tasks are completed on time.

It is also important to set due dates and track progress, as this will help you to keep on top of tasks and ensure that they are completed in a timely manner. Finally, it is important to use the reports and charts available in Microsoft Planner to track progress and identify areas for improvement.

How to export Plan from Planner to Excel

Exporting Microsoft Planner to Excel is a great way to bring your data into a format that can be easily shared and manipulated. With the right knowledge and steps, you can quickly and effectively export your Microsoft Planner data into Excel, giving you the power to do whatever you need with it. With this guide, you now have the tools and information to export your Microsoft Planner data into Excel and unlock the power of your data.