How to connect to & model premium "Planner for the Web" data in Power BI or Excel

This is a deep dive into getting premium Planner data using Power BI and Power Query in Excel. I’ve added chapters below to help you jump to the parts you need, because it is very long! The data we are getting here is for the app formerly known as Project for the Web. 🛠️ RESOURCES Want the PBIX file? It's included in the file package with channel membership (the "join" button). Color labels in Planner data: https://christine-payton.com/microsof... Vote to have the Planner custom fields added to the Dataverse data here: https://feedbackportal.microsoft.com/... ▶️ RELATED VIDEOS Get Planner data for NON-Premium Planner:    • Get Planner Task Details with Power Automa...   How to migrate plans and tasks to Premium Planner:    • How to import tasks from basic Planner or ...   Make a Project Management Dashboard:    • How to Make a Project Management Dashboard...   Ping Planner assignees in Teams or Outlook from Power BI with a button:    • Use the Power Automate visual in Power BI ...   Free Gantt with milestones, dependencies, phases in Power BI:    • Timeline Zoom & Planner Data in Davide Bac...   Microsoft's Gantt chart visual in Power BI:    • How to create a Gantt chart in Power BI (w...   ⏲️ TIMESTAMPS 0:00 Intro 1:23 Connect to Planner data - Excel 2:01 Connect to Planner data - Power BI 7:51 Turn off auto-relationships 9:14 Projects table 11:17 Hyperlink to project 12:18 Tasks table 12:30 Note about data access/permission-trimming 17:06 Add task status 19:26 Add task priority text 20:42 Query folding in Dataverse 21:28 Add overdue yes/no 22:42 Hyperlink to Task 24:21 Assignees table 25:28 Labels table 28:07 Fix for “may not directly access a data source” 30:05 Project team table 30:56 Users table 31:58 Create relationships 34:45 Sort by other column 38:36 Comma-separate assignees 35:09 Create DAX measures 40:31 Visualize 42:02 Clickable hyperlinks 42:22 Identifying bottom-level tasks 🪽 CONNECT WITH ME Blog: https://christine-payton.com/ LinkedIn:   / christinehpayton   🎁 SUPPORT THIS CHANNEL Shop: https://shop.bi-ome.com/ #planner #dataverse #powerquery #taskmanagement #msproject #m365