Data Panda brings your Microsoft Planner plans, buckets and tasks together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your operations, finance and team leads use every day.
Microsoft Planner is the task and project management product bundled with most Microsoft 365 plans. In March 2024 Microsoft relaunched it as the new Planner, folding Microsoft To Do, Planner and Project for the web into a single Teams app that was previously called Tasks by Planner and To Do. The data model is straightforward: plans live inside a Microsoft 365 group, plans contain buckets, buckets contain tasks, and each task carries assignments, a due date, a priority, applied labels, checklist items and external references.
For most teams Planner is where day-to-day work sits. Marketing tracks campaign tasks in a channel tab, IT runs onboarding checklists per joiner, frontline managers receive published task lists from corporate, and project leads who never got an Asana or monday licence run their roadmap on a Kanban board next to the rest of the team chat. The data is real and useful, but it stays trapped behind the per-plan board view. Pulling Planner into your warehouse is how task throughput, slip rate and workload per person become numbers you can compare across teams instead of slides someone rebuilds before each ops sync.
Workload, throughput and slip rate per plan, bucket and assignee in one place, across every team that uses Planner.
Turn events from CRM, support and finance into the right Planner work, without someone copying tickets into a board each morning.
Put plan, task and label history behind AI that knows how your teams deliver day to day.
Small operations tools that sit on Planner data instead of another shared spreadsheet next to the board.
A list of concrete reports, automations and AI features we have built on Microsoft Planner data. Pick the one that matches your situation.
How is the workload spread across our team this quarter?
Open tasks per person, summed across every plan they sit in, with overdue and due-this-week counts. Team leads see who is sitting on twice the load of the next person before the next standup, instead of waiting for someone to flag burnout in a one-on-one.
Are our plans finishing on time?
Slip rate per plan and per bucket, with the average days late on tasks that missed their due date. Operations sees which plans drift quietly, which buckets pile up, and which teams hit their dates without late-week heroics, instead of a green status someone updated by hand the morning of the steerco.
Are the published frontline task lists landing?
Completion rate per published list and per location, with the locations that consistently miss the deadline ranked at the top. Regional managers see where the playbook is being followed and where it stalls, before the next compliance review or store visit.
Plan-level effort and slip rate next to the budget for that workstream. You see which initiatives really consumed the quarter, instead of reading about it in a steerco recap weeks later.
Onboarding and customer-success plans tied back to the deal record. You see where sold work stalls inside Planner before the customer asks why their go-live keeps slipping.
Workload, slip rate and bucket flow across every plan in one view. The weekly ops sync runs on data that was there all week instead of a snapshot the team lead rebuilt that morning.
Deals that close in HubSpot create the onboarding plan in Planner from the right template, with buckets per phase and tasks per checklist item, assigned to the right CSM. Status flows back so HubSpot shows go-live progress without sales opening Planner, and finance sees which sold scopes have started.
Opportunities that close in Salesforce produce the delivery plan and milestone buckets in Planner, keyed on the account. As tasks close and labels move, the opportunity record carries the delivery health, so account execs walk into QBRs with real plan status instead of a quick call with the project lead the day before.
New, due-soon and overdue tasks in Planner post to the matching project or team channel in Slack, with assignee, due date and label attached. Teams that live in Slack but use Planner for the board still see slip in the channel they already watch, instead of opening the plan once a week to check.
Plans in Planner and boards in monday land side by side in the warehouse, keyed on a shared project code. Operations leads who run a mixed estate (Planner for some teams, monday for others) get one cross-tool portfolio view of slip rate, throughput and workload, instead of two dashboards that never quite line up.
Buckets and tasks tagged as billable milestones in Planner trigger the invoice draft in Exact Online when they hit completed, with project, customer and amount attached. Finance stops chasing project leads for go-live confirmations, and the gap between work done and work invoiced shrinks from weeks to the next billing run.
Planner tasks tagged as engineering dependencies create or link to the matching Jira issue, with status flowing back as the issue moves. Business teams get visible engineering progress on their plan without leaving Planner, and engineering managers see business priority next to issue priority instead of in a separate stakeholder spreadsheet.
These are the 11 tables we currently pull from Microsoft Planner into your warehouse. Query them directly in SQL, join them to the rest of your stack, or build reports on top.
Missing a table you need? We can extend the sync. Tell us what is missing and we will build it for you.
You keep the reporting tool you already have. We connect it to the warehouse where your Microsoft Planner data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
Yes. The connector reads the task details object next to each task, so checklist items, external references (links to files, docs or tickets) and applied categories (the colour-coded labels Microsoft lets you rename per plan) land in the warehouse with the task. Recurring task definitions are also captured, so a recurring weekly task is recognisable as one series rather than fifty unrelated rows.
Planner plans live inside Microsoft 365 groups, so the connector authenticates against Microsoft Graph with read scopes on Group.Read.All and Tasks.Read.All (or their Tasks.Read equivalents in delegated mode). Your M365 admin grants the consent once, and the connector then sees the plans contained by every group it has rights to. We do not need owner permissions on individual plans to read them through the group container.
We review your Microsoft Planner setup and the systems around it. Together we pick the first thing worth building.