Connect Excel to Microsoft Planner

Read, Write, and Update Microsoft Planner Data from Excel

Connect with live Microsoft Planner data directly from Microsoft Excel. The free Excel Add-In for CData Connect Cloud gives you real-time access to Microsoft Planner data, right from the Excel tool bar.

Install the Add-In, configure your Microsoft Planner connection, and go!


  Get The Excel Add-In Now


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Discover What's Possible with Your Microsoft Planner Data in Excel

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Say Farewell to Copy/Paste

Real-time, seamless access to data removes the burden of manual data entry in Excel.

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Never Rely on Stale Data

Work with live data in Online, Windows, and Mac editions of Excel to create up-to-date reports.

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Point and Click Configuration

Integrate data and manage connections with no code or special skills required.

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Secure Access and Encryption

Securely govern your data with specific user permissions and built-in TLS / SSL data encryption.



Real-Time Access to Microsoft Planner Data from Excel




Get Started with Microsoft Planner in 3 Simple Steps:

  1. Install the Excel Add-In - After installation look for the CData Connect Cloud button on the Excel Ribbon.
  2. Configure your Microsoft Planner Connection - Click on the connect cloud add-in from within Excel to setup an account and configure a connection to Microsoft Planner.
  3. Run your first query - Select any Microsoft Planner data that you want to access. All data is exposed as standard tables and data views. You can even write custom queries with SQL to filter and join data.
Connect to Microsoft Planner data in Excel



Automate Your Workflow

Spend less time copying, pasting, and importing data. Build custom reports and dashboards with automatic refreshes (hourly, daily, weekly, monthly) for real-time insights.

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Bring Data to Life in Excel

Bring your Microsoft Planner data into Excel for up-to-date insights with Connect Cloud. Easily combine that information with data from other sources in Excel to form a complete picture of the customer journey.

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Microsoft Planner Reporting, Analysis, & Data Manipulation

Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!

  • Modify and delete records and push updates back to Microsoft Planner
  • Quickly export and backup data.
  • Operate on data with Charts and Pivot Tables.
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Get the Excel Add-In for Microsoft Planner


Building custom dashboards & reports that connect with live Microsoft Planner data has never been easier. Get the CData Excel Add-In for Microsoft Planner now, and get connected.


  Get the Excel Add-In Now!