Access Live Microsoft Planner Data in Google Sheets

Google Sheets is a free, web-based spreadsheet program. When paired with CData Connect Server, you can instantly access Microsoft Planner data from within Google Sheets for data analysis, collaborations, calculations, and more. This article shows how to connect to Microsoft Planner in your Connect Server instance and access live Microsoft Planner data in Google Sheets.

CData Connect Server provides a pure MySQL interface for Microsoft Planner, allowing you to easily access live Microsoft Planner data in Google Sheets. Simply use the partner Connect Server Connector to generate a query (or write your own). Using optimized data processing out of the box, CData Connect Server pushes all supported query operations (filters, JOINs, etc) directly to Microsoft Planner, leveraging server-side processing to quickly return Microsoft Planner data.

Create a Virtual MySQL Database for Microsoft Planner Data

CData Connect Server uses a straightforward, point-and-click interface to connect to data sources and generate APIs.

1. Log into Connect Server and click Connections.
2. Select "Microsoft Planner" from Available Data Sources.
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 Save Changes
5. Click Privileges -> Add and add the new user (or an existing user) with the appropriate permissions.

With the virtual database created, you are ready to connect to Microsoft Planner data from Google Sheets.

Access Live Microsoft Planner Data in Google Sheets

The steps below outline connecting to CData Connect Server 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 Server Connector and select the Add-on.
4. Authorize the Connector.
5. Back in Google Sheets, click Add-ons and open the CData Connect Server Connector.
6. Use your instance name (myinstance in CONNECT_SERVER_URL), username, and password to connect to your Connect Server instance.
7. Click CREATE to access Microsoft Planner data through your Connect Server instance.
8. Select a Database (e.g. MicrosoftPlanner1) and click Next.
9. Select a Table (e.g. Tasks) and Fields (columns), add any sorting, filtering, and limits and click Execute.

SQL Access to Microsoft Planner Data from Applications

Now, you have a direct 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 Server and get SQL data access to 200+ SaaS, Big Data, and NoSQL sources directly from your applications.