Live data access from Microsoft Planner to Microsoft Excel

Unlock your data initiatives with live access to the data users need within any app or platform.

Provide safe, governed access to the data your teams need in a no/low-code interface, so they can access live data within the app, tool, or spreadsheet of their choice, accelerating analytics, business intelligence, and reporting.

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Microsoft Planner Logo
Microsoft Excel Logo
Microsoft Planner Logo

Microsoft Planner:
Microsoft Planner is a task management tool that allows users to create, assign, and track tasks within a team. With a simple and intuitive interface, users can easily organize and prioritize tasks, set due dates, and collaborate with team members in real-time. Planner integrates seamlessly with other Microsoft 365 applications for enhanced productivity.

Microsoft Excel Logo

Microsoft Excel:
Microsoft Excel is a powerful spreadsheet program that allows users to organize, analyze, and visualize data in a user-friendly interface. With features such as formulas, charts, and pivot tables, Excel is widely used in business, finance, and academia for tasks ranging from budgeting and forecasting to data analysis and reporting.

Discover, blend, and access data from Microsoft Planner in Microsoft Excel

No more downloading, wrangling, and uploading spreadsheets ever again! Connect Spreadsheets is the easiest way to get all your live data in your spreadsheets. Just connect to Microsoft Planner, select the dataset you’d like to see, and import it into your spreadsheet. Schedule data refreshes, or click “Refresh” at any time to always get the latest version of data available.

  • Work with live Microsoft Planner data in spreadsheets that updates as soon as the source system does, no data movement required
  • Consolidate from many sources into a single source-of-truth dashboard that others can view, collaborate on, and use in spreadsheet form
  • Create no/low-code queries to filter and find the Microsoft Planner data you want in your spreadsheet without ever leaving the app.
  • Set a schedule for Connect Spreadsheets to update the data in your spreadsheet at certain times, so you know your data is always complete and accurate without needing to download, manipulate, and reupload every time you want to check a dashboard.

Access Microsoft Planner in Excel
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Microsoft Planner to Microsoft Excel Features


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1. Install the add-in

Available in the Google Workspace Marketplace and Microsoft AppSource.

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2. Create a free account

Get started in minutes — no credit card required.

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3. Connect to your data

Set up your connections to more than 250 sources, powered by CData.

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4. Get your data

Select your data and see it in your spreadsheet at the click of a button.

Get started with CData Spreadsheets today