Automating Resource Workload Extraction From MindManager

Hi everyone,

I am currently using MindManager to plan urban cleanliness operations, and I export resource data to Excel in order to generate a weekly workload timeline.
To automate this process, I am using Power Query to transform the exported MindManager data into a structured, week‑by‑week resource allocation table.

How I use the data

Once transformed, the dataset is used inside an Excel PivotTable and PivotChart, which gives me a weekly overview of each resource’s workload.
I’ve attached an image so you can see what the final output looks like.

My question

Has anyone here had a similar need — automatically generating weekly or periodic resource workload views from MindManager?

• Do you automate this directly inside MindManager (SmartRules, Macros, Topics Properties, etc.)?
• Or do you process the data outside MindManager (Excel, Power Query, Power Automate, BI tools)?
• Do you know better ways to automate this workflow or simplify the resource extraction?

Any experience, advice, or examples would be very helpful!

let
    // ======================================================
    // 1. IMPORT EXCEL FILE
    // ======================================================
    Source = Excel.Workbook(
        File.Contents("H:\...\EXCEL.xlsx"),
        null,
        true
    ),
    SheetPU = Source{[Item="PROJECT", Kind="Sheet"]}[Data],
    Headers = Table.PromoteHeaders(SheetPU, [PromoteAllScalars=true]),

    // ======================================================
    // 2. COLUMN TYPES
    // ======================================================
    Types = Table.TransformColumnTypes(
        Headers,
        {
            {"Niveau 0", type text},
            {"Niveau 1", type text},
            {"Niveau 2", type text},
            {"Niveau 3", type text},
            {"Niveau 4", type text},
            {"Niveau 5", type text},
            {"Niveau 6", type text},
            {"Icônes: En place", type text},
            {"Balises: Temps", type text},

            {"Nom de la ressource n°1", type text},
            {"Chargement de la ressource n°1", Percentage.Type},
            {"Nom de la ressource n°2", type text},
            {"Chargement de la ressource n°2", Percentage.Type},
            {"Nom de la ressource n°3", type text},
            {"Chargement de la ressource n°3", Percentage.Type},

            {"Date de début", type date},
            {"Date de fin", type date},
            {"Durée (Jours ouvrés)", Int64.Type},
            {"Effort (Jours ouvrés)", type number}
        }
    ),

    // ======================================================
    // 3. REMOVE UNUSED COLUMNS
    // ======================================================
    Cleaned = Table.RemoveColumns(
        Types,
        {
            "Propriété: ",
            "Propriété: %"
        }
    ),

    // ======================================================
    // 4. DETECT RESOURCE COLUMNS
    // ======================================================
    ColRes = List.Select(Table.ColumnNames(Cleaned), each Text.StartsWith(_, "Nom de la ressource")),
    ColLoad = List.Select(Table.ColumnNames(Cleaned), each Text.StartsWith(_, "Chargement de la ressource")),

    // ======================================================
    // 5. UNPIVOT RESOURCE COLUMNS
    // ======================================================
    Unpivot = Table.Unpivot(Cleaned, ColRes & ColLoad, "Attribute", "Value"),

    // ======================================================
    // 6. SPLIT TYPE (Name/Load) AND NUMBER
    // ======================================================
    Split = Table.SplitColumn(
        Unpivot,
        "Attribute",
        Splitter.SplitTextByEachDelimiter({" n°"}, QuoteStyle.Csv, false),
        {"Type", "Number"}
    ),

    // ======================================================
    // 7. PIVOT BACK INTO TWO COLUMNS
    // ======================================================
    Pivot = Table.Pivot(
        Split,
        List.Distinct(Split[Type]),
        "Type",
        "Value"
    ),

    // ======================================================
    // 8. RENAME COLUMNS
    // ======================================================
    Renamed = Table.RenameColumns(
        Pivot,
        {
            {"Nom de la ressource", "Resource"},
            {"Chargement de la ressource", "Load"}
        },
        MissingField.Ignore
    ),

    // ======================================================
    // 9. REMOVE ROWS WITHOUT RESOURCE
    // ======================================================
    Filtered = Table.SelectRows(Renamed, each [Resource] <> null),

    // ======================================================
    // 10. TYPE FIXING
    // ======================================================
    LoadTyped = Table.TransformColumnTypes(Filtered, {{"Load", Percentage.Type}}),

    // ======================================================
    // 11. REMOVE NUMBER COLUMN
    // ======================================================
    NoNumber = Table.RemoveColumns(LoadTyped, {"Numero"}),

    // ======================================================
    // 12. WEEKLY DATE LIST
    // ======================================================
    StartPlanning = #date(2026, 1, 5),
    EndLimit = #date(2028, 12, 31),

    DateList =
        List.Generate(
            () => StartPlanning,
            each _ <= EndLimit,
            each Date.AddDays(_, 7)
        ),

    // ======================================================
    // 13. CREATE WEEKLY COLUMNS
    // ======================================================
    AddCols =
        List.Accumulate(
            DateList,
            NoNumber,
            (state, d) =>
                Table.AddColumn(
                    state,
                    Date.ToText(d, "dd/MM/yyyy"),
                    each 
                        if [Resource] = null or [Resource] = "" then null
                        else if [Date de début] <= d and [Date de fin] >= d then
                            if [Load] = 0 then null else [Load]
                        else null,
                    Percentage.Type
                )
        ),

    // ======================================================
    // 14. UNPIVOT FINAL STRUCTURE
    // ======================================================
    UnpivotFinal =
        Table.UnpivotOtherColumns(
            AddCols,
            {
                "Niveau 0", "Niveau 1", "Niveau 2", "Niveau 3",
                "Niveau 4", "Niveau 5", "Niveau 6",
                "Icônes: En place", "Balises: Temps",
                "Date de début", "Date de fin",
                "Durée (Jours ouvrés)", "Effort (Jours ouvrés)",
                "Resource", "Load"
            },
            "Week Start Date",
            "Weekly Load"
        ),

    // ======================================================
    // 15. FINAL COLUMN TYPES
    // ======================================================
    Final =
        Table.TransformColumnTypes(
            UnpivotFinal,
            {{"Week Start Date", type date}}
        )
in
    Final