Sign in with Microsoft
Sign in or create an account.
Select a different account.
You have multiple accounts
Choose the account you want to sign in with.

If you want to sort, filter, report on, or share your Planner plan with people who aren't members of the plan, you can export your plan to Excel. 

  1. In your plan header, select the three dots (), then choose Export plan to Excel.

  2. When asked what you want to do with "[Plan name].xlsx", choose either Open or Save.
    When you open your plan, it will include the Plan name, Plan ID, and Date of export, as well as all of your tasks and their details. 

Once you have an Excel spreadsheet of your plan, you have more options for interacting with your plan data, including:

You can also:

  • Aggregate task data from multiple plans into one Excel chart to do analysis across plans

  • Export again to Microsoft Power BI for even greater sorting and reporting functionality

  • 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

Need more help?

Want more options?

Explore subscription benefits, browse training courses, learn how to secure your device, and more.

Communities help you ask and answer questions, give feedback, and hear from experts with rich knowledge.

Was this information helpful?

What affected your experience?
By pressing submit, your feedback will be used to improve Microsoft products and services. Your IT admin will be able to collect this data. Privacy Statement.

Thank you for your feedback!