CData Excel Add-In for Microsoft Planner 22.0

CData Excel Add-In for Microsoft Planner

The CData Excel Add-In for Microsoft Planner lets you work with Planner data directly from Microsoft Excel. Connect with your Microsoft 365 credentials, browse plans, buckets, tasks, and assignments as if they were native Excel tables, and build live reports and dashboards without writing code. Use familiar Excel features—filters, formulas, PivotTables, and charts—to analyze and update your Planner work, then refresh on demand to keep everything in sync.

Key features

• Live connectivity to Microsoft Planner from Excel via a guided connection wizard (OAuth with Microsoft 365).
• Read/write access to plans, buckets, tasks, and assignments from within Excel.
• Query, filter, and sort Planner data using Excel or SQL-like queries provided by the add-in.
• Create and update tasks (titles, status, due dates, assignments, and buckets) without leaving Excel.
• Build refreshable reports, PivotTables, and dashboards for team and portfolio tracking.
• No-code setup with an Excel ribbon interface; designed for business users and analysts.
• Works with desktop versions of Microsoft Excel on Windows.

Typical uses

• Team workload and status reporting across multiple plans.
• Portfolio and OKR tracking with refreshable dashboards.
• Data clean-up and bulk updates to tasks and assignments.
• Ad-hoc analysis and export of Planner data for stakeholders.

CData Excel Add-In for Microsoft Planner is developed by CData Software, Inc.. The most popular versions of this product among our users are: 19.0 and 22.0.

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