Apps4.Pro Power BI Connector For Microsoft Planner

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Apps4.ProPower BI Connector forMicrosoft PlannerAll Right Reserved JiJi Technologies Pvt Ltd

What is Apps4.Pro Power BI Connector for Microsoft Planner ?It is an Edge extension which connects Microsoft Planner to Power BI. With this connection youcan create powerful dashboards for your Planner plans.This extension offers Schedule sync - Sync Planner data to Power BI at regular intervals Plan picker – Select plan which is to be sync Workspace picker – Select workspace for creating dashboard Manage multiple accounts – Add and manage multiple Planner / Power BI accounts forreporting.All Right Reserved JiJi Technologies Pvt Ltd

Steps to get startedAdd this extension to your Edge browser using below ohjhdmddnceConfiguration process:1.Add Planner Account2.Add Power BI Account3.Create Sync ScheduleAll Right Reserved JiJi Technologies Pvt Ltd

1.1 – Add Planner Account1 - Click on 'Add Planner Account' button. This extension uses Microsoft device login authenticationand hence you will be presented with a code. This code needs to be entered inhttps://microsoft.com/devicelogin and sign in with your Planner account.2 - Click 'Copy & Open' button. This will take you to the Microsoft sign in page. Now paste the codeand sign in with your Office 365 account.All Right Reserved JiJi Technologies Pvt Ltd

1.2 – Sign-inAll Right Reserved JiJi Technologies Pvt Ltd

2.1 - Add Power BI AccountNow you have to complete sign in for Power BI account. Follow the numerical points as inscreenshots to complete this.All Right Reserved JiJi Technologies Pvt Ltd

2.2 - Add Power BI AccountAll Right Reserved JiJi Technologies Pvt Ltd

3 – Create SyncConfigure Schedular to Sync Planner data with Power BI on regular intervals. Type a name for this Sync. This name is used as Power BI DataSet name. (Hence . ’ is not allowed) Select the Planner and Power BI accounts Set Sync interval (Hours, Day) Select plans and workspaceAll Right Reserved JiJi Technologies Pvt Ltd

SchedulesNow we have completed the Sign in process and Configured Sync. The configuration details willappear as in below screenshot.All Right Reserved JiJi Technologies Pvt Ltd

Edit Sync schedule Click on the Sync name to update Planner account , Power BI account , plan ,workspace andscheduler time You can’t change the sync nameAll Right Reserved JiJi Technologies Pvt Ltd

Select Plan Select plans which needs to be sync to Power BI dashboard. By default all plans are selected.All Right Reserved JiJi Technologies Pvt Ltd

Select Workspace Select workspace for creating dashboard in power BI. By default My Workspace is selectedAll Right Reserved JiJi Technologies Pvt Ltd

Run SyncClick on this button to trigger the Sync manually (if needed). The app will follow the schedule youhave created to sync the tasksAll Right Reserved JiJi Technologies Pvt Ltd

Sync HistoryView status of each Sync with its date, time and error messages if any.All Right Reserved JiJi Technologies Pvt Ltd

Open reports in Power BI Click on this button to open the Planner report inPower BI web. Apps4.Pro Power BI connector willcreate a new dashboard under selected Workspaceand populate the reports. You can create similar dashboards in Power BI.All Right Reserved JiJi Technologies Pvt Ltd

Delete Sync By deleting your sync, it will be removed from thisapp scheduler It will not affect your dataset in Power BIAll Right Reserved JiJi Technologies Pvt Ltd

Thank YouYou can reach us er.com/Apps4ProPlannerAll Right Reserved JiJi Technologies Pvt Ltd

What is Apps4.Pro Power BI Connector for Microsoft Planner ? It is an Edge extension which connects Microsoft Planner to Power BI. With this connection you can create powerful dashboards for your Planner plans. This extension offers Schedule sync - Sync Planner data to Power BI at regular intervals Plan picker –Select plan which is to .

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