Note: The steps listed in this article will be updated soon to reflect the new Microsoft Planner experience, which is currently rolling out to customers. Learn more about the new Planner in Frequently asked questions about Planner. If you're working from a Government Cloud Communities (GCC), GCC High, or Department of Defense (DoD) environment, continue referring to the instructions in this article.
Exporting a plan as an Excel spreadsheet gives you a structured copy of your tasks for reporting, analysis, or sharing outside Planner. The export includes task details in a worksheet you can sort, filter, and customize in Excel.
Export your plan
To export your plan, choose Export as Excel from the ... menu of the plan header. The resulting spreadsheet is stored in your Downloads folder.
What gets exported
When you export a plan to Excel, the file includes your plan’s tasks with key task details, such as:
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Plan name
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Plan ID
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Task ID
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Task title and description
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Bucket name
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Status
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Start and due dates
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Assignments
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Priority
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Labels
The Excel file reflects the plan’s tasks at the time of export. Exporting does not change your plan.
Once you have an Excel spreadsheet of your plan, you have more options for interacting with your plan data, including:
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Filter: Filter on one or more columns of data to find values quickly and control not only what you want to see, but what you want to exclude. Get started with filtering data in Excel.
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Sort: You can sort your Excel data on one column or multiple columns. You can sort in ascending or descending order. Get started with sorting data in an Excel worksheet.
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Conditional formatting: Highlight cells with a certain color, depending on the cell's value. Learn how to apply conditional formatting in Excel.
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What-If Analysis: Explore various results for your data: Change the values in cells to see how those changes will affect the outcome of formulas on the worksheet. Learn how to use What-If Analysis tools in Excel.
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Pivot Tables: A PivotTable is a powerful tool that allows you to calculate, summarize, and analyze data so you can see comparisons, patterns, and trends. Create a PivotTable to analyze worksheet data
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Tables: You can analyze a related set of data in quickly and easily with Tables. Overview of Excel tables
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Charts: A simple Excel chart can help you visualize your data and make immediate impact on your audience. Create a chart from start to finish
You can also:
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Aggregate task data from multiple plans into one Excel chart to do analysis across plans
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Export again to Microsoft Power BI for even greater sorting and reporting functionality
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Share to non-members: You can share your Excel file and charts with people who you don't want to be members of the plan
