10 Reporting Features That Microsoft Planner Doesn’t Have But You Can Add with Power BI

If you use Microsoft Planner to manage your team’s work, you are likely aware of how seamless it is to create tasks, assign them to people, and track progress. But when it comes to reporting and getting useful updates, Planner doesn’t give you much; you can’t quickly see what projects are behind, which team members are overloaded, or how your work is going overall. The information is there but it is difficult to see in a clear and helpful way.

That’s where Power BI comes in.

With Data Inseyet’s Microsoft Planner Power BI Dashboard, you can turn all of your Planner tasks into live, easy-to-read reports. You don’t need to copy and paste data or write any code. Everything is automated with Power Automate, so it runs by itself once it’s set up.

So, let’s take a look at 10 useful reporting features you don’t get with Microsoft Planner by itself but can get by using this Power BI dashboard.

1. Live Task Updates

Microsoft Planner doesn’t update reports automatically. If you want the latest information, you have to go in and check manually.

With Power BI, your dashboard updates itself. Whenever someone changes a task in Planner like updating the status or due date, it shows up in your dashboard right away.

2. Project Health at a Glance

Planner doesn’t give you a big-picture view of how your projects are doing. You have to click into each task or board and try to figure it out.

Power BI shows your project’s overall health with charts and progress bars. You can see what’s done, what’s in progress, and what’s falling behind altogether in one place.

3. Team Member Workload

Planner doesn’t show how much work each person has. You might not realize someone is overloaded or someone else doesn’t have enough to do.

The Power BI dashboard lets you see how many tasks each team member has and how many are late or completed. It helps you balance the workload better.

4. Overdue Task Warnings

In Planner, you can see overdue tasks, but they don’t really stand out. It’s easy to miss them unless you look closely.

In Power BI, overdue tasks are clearly shown with warnings or red colors. You’ll know right away what needs attention.

5. Timeline Views (Gantt-Style)

Planner has a basic schedule view, but it’s limited. You can’t really see how long tasks will take or how they line up with others.

Power BI includes a Gantt-style view that shows your tasks as colored bars along a timeline. This makes it easy to plan and spot delays.

6. Progress Over Time

Planner doesn’t help you track how your team is improving (or not) over time. You only see the current status.

With Power BI, you can view progress across weeks or months. You can spot trends like if tasks are getting done faster or slower and use that to make better decisions.

7. View All Projects Together

Planner keeps projects in separate boards. You can’t easily compare or combine data from multiple boards.

Power BI brings all your Planner boards into one dashboard. You can filter by team, project, or person and get the full picture.

8. Branded Reports

Planner doesn’t let you customize how your reports look. Everything stays in the same basic style.

With Power BI, you can add your company colors, logo, or style. This makes your reports more professional and easier to share with clients or leadership.

9. One Source of Truth

Sometimes Planner data gets messy especially if many people are working on the same board. Not everyone sees the same thing.

This solution saves your Planner data in SharePoint as one clean file. That file is used to power the dashboard, so everyone sees the same, correct data and no confusion.

10. Teams Alerts for New Data

Planner doesn’t tell your team when new data is available. You have to check manually.

With this setup, Microsoft Teams can send alerts when new data files arrive in SharePoint. Your team gets notified right away, and nobody misses important updates.

What You Get from Data Inseyets

Data Inseyet has created a ready-to-use Power BI dashboard that connects directly to Microsoft Planner. It comes with:

  • A Power BI report file that’s ready to go (.pbix)
  • An automation flow built with Power Automate that pulls data from Planner
  • A CSV file that helps set up folders and filenames
  • A PDF guide with easy, step-by-step instructions
  • A 14-day money-back guarantee, just in case it’s not right for you
  • Free minor updates for life

You don’t need to build anything from scratch. Just follow the guide, plug in your Planner details, and your dashboard starts working.

It’s perfect for:

  • Project managers who want better reports
  • Freelancers or consultants who need clear project visuals
  • IT teams who want to save time
  • PMOs who track many projects at once

Built for Everyone (No Code Needed)

This system works with the tools you already have. It uses standard Microsoft 365 connectors like:

  • Microsoft Planner
  • SharePoint
  • Microsoft Teams

There’s no need for premium licenses or special apps. And you don’t have to write code or build flows yourself, everything is already built and ready to go.

How It Works

  1. Tasks are created or updated in Microsoft Planner.
  2. Power Automate pulls those task details like name, due date, status, and who it’s assigned to.
  3. The data is saved as a file in SharePoint.
  4. Power BI reads that file and updates your dashboard automatically.
  5. Your team sees live updates and can even get alerts in Teams when the data changes.

Once it’s set up, you don’t need to do anything else. It keeps running in the background and always shows the latest data.

Final Thoughts

Microsoft Planner is great for managing simple tasks. But when you need better reporting, it falls short. That’s where Data Inseyet’s Planner to Power BI dashboard can help.

You get live updates, better visuals, and real insights without any manual work or coding. It saves you time, helps your team stay on track, and gives you the reports you’ve always wanted.

Set it up once, and it works in the background. No fuss. Just clear, helpful information whenever you need it.

Ready to upgrade your Planner reports?
Get the Power BI Dashboard from Data Inseyets and take your projects to the next level…fast, easy, and code-free.

FAQs

Do I need to know Power BI to use this?

No. Everything is already built for you. Just follow the setup guide, and you’ll be up and running in minutes.

Will this work with my Microsoft 365 plan?

Yes. It only uses regular Planner, SharePoint, and Teams features; no premium add-ons are needed.

Can I use it for more than one Planner board?

Yes. You can pull in data from many boards and view them all together in one dashboard.

Do I have to refresh the dashboard myself?

No. It updates on its own whenever someone changes a task in Planner.

What if I need help?

You get a full PDF setup guide with tips. If it doesn’t work for you, you’re covered by a 14-day money-back guarantee.