Access Live Microsoft Planner Data in Google Sheets

Google Sheets is a web-based spreadsheet program provided by Google. When integrated with CData Connect Cloud, you can effortlessly gain access to Microsoft Planner data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to Microsoft Planner within your Connect Cloud instance and accessing live Microsoft Planner data seamlessly within Google Sheets.

CData Connect Cloud offers a seamless cloud-to-cloud interface designed for Microsoft Planner, enabling effortless access to live Microsoft Planner data directly within Google Sheets. Use the dedicated Connect Cloud Google Sheets Plug-In to connect with live Microsoft Planner data. With built-in optimized data processing, CData Connect Cloud efficiently channels all supported query operations, including filters, JOINs, and more, directly to Microsoft Planner. This leverages server-side processing to promptly retrieve the desired Microsoft Planner data.

Configure Microsoft Planner Connectivity for Google Sheets

Connectivity to Microsoft Planner from Google Sheets is made possible through CData Connect Cloud. To work with Microsoft Planner data from Google Sheets, we start by creating and configuring a Microsoft Planner connection.

1. Log into Connect Cloud, click Connections and click Add Connection
2. Select "Microsoft Planner" from the Add Connection panel
3. Enter the necessary authentication properties to connect to Microsoft Planner.

   You can connect without setting any connection properties for your user credentials. Below are the minimum connection properties required to connect.

   • InitiateOAuth: Set this to GETANDREFRESH. You can use InitiateOAuth to avoid repeating the OAuth exchange and manually setting the OAuthAccessToken.
   • Tenant (optional): Set this if you wish to authenticate to a different tenant than your default. This is required to work with an organization not on your default Tenant.

   When you connect the Driver opens the MS Planner OAuth endpoint in your default browser. Log in and grant permissions to the Driver. The Driver then completes the OAuth process.

   1. Extracts the access token from the callback URL and authenticates requests.
   2. Obtains a new access token when the old one expires.
   3. Saves OAuth values in OAuthSettingsLocation to be persisted across connections.
4. Click Create & Test
5. Navigate to the Permissions tab in the Add Microsoft Planner Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to Microsoft Planner data from Google Sheets.

Access Live Microsoft Planner Data from Google Sheets

The steps below outline connecting to CData Connect Cloud from Google Sheets to access live Microsoft Planner data.

1. Log into Google Sheets, create a new sheet (or open an existing one).
2. Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
3. Search for CData Connect Cloud Add-On and install the Add-on.
4. Authorize the Add-On.
5. Back in Google Sheets, click Add-ons and open the CData Connect Cloud Add-On.
6. In the Add-On panel, click Authorize to authenticate with your CData Connect Cloud instance
7. In the CData Connect Cloud panel in Google Sheets, click Import
8. Choose a Connection (e.g. MicrosoftPlanner1), Table (e.g. Tasks, and Columns to import
9. Optionally add Filters, Sorting, and a Limit
10. Click Execute to import the data

Live Access to Microsoft Planner Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live Microsoft Planner data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.