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This article provides an overview of the TimeXtender OneLake Finance & Operations data source, available for Ingest instances using Data Lake Gen2 or Fabric as storage. This data source is used to connect to Dynamics 365 Finance & Operations data in Fabric Lakehouse.

Storage Options

Ingest Instance Using Data Lake Gen2 Storage

When using Data Lake Gen2 as the storage type, the OneLake Finance & Operations data source behaves as a standard data source, with no special configuration needed.

Ingest Instance Using Fabric Storage

When using Fabric storage, tables will be virtualized. This means that data is not physically stored within the Ingest instance but is directly loaded into the Prepare instance Fabric storage.

For both Data Lake Gen2 and Fabric storage options, company filtering and options logic are supported.

Configuration Settings

The following sections describe the configuration settings available for the TimeXtender OneLake Finance & Operations data source.

1. Connection Settings

This section contains the information required to connect to the data source.

  • Tenant ID: The Tenant ID obtained from the app registration. This is used to authenticate and authorize access to resources within the tenant.
  • Application ID: The Application ID associated with the app registration. This ID represents the client application requesting access to the resources.
  • Client Secret: The Client secret from the app registration. This is used in conjunction with the Application ID to authenticate the application.
  • Workspace: The name of the Workspace associated with the data source connection. This defines the scope of the connection within the environment.
  • Lakehouse: The name of the Lakehouse connected to this data source, serving as the storage location for data.
  • Execution Lakehouse: The name of the Lakehouse where the notebook content will run. If left blank, the value of 'Lakehouse' will be used.
  • Username: The username used to authenticate the connection.
  • Password: The password associated with the username.
  • Connection Timeout: Time in seconds before the connection attempt times out if there is no server response.
  • Command Timeout: The maximum time in seconds allowed for a command to execute before timing out.

2. Companies

These settings determine how the data source handles companies.

  • Companies: A list of companies to be included or excluded, based on the Include All Companies setting.
  • Include All Companies:
    • Enabled: All companies listed are included except those listed in the Companies property.
    • Disabled: Only the listed companies in the Companies property are included.
  • Compare Companies Case-Insensitive: Ensures company names are converted to lowercase for uniform comparison.
  • Company Table Name: Name of the table containing company data, typically dataarea_partitioned.

3. Options Behavior

Configure settings for extracting and applying option labels.

  • Enable Options: Enables the extraction of options from the data source.
  • Option Table Name: Name of the table containing option data, often named GlobalOptionsetMetadata_partitioned.
  • Apply Option Labels on Tables: When enabled, a new column is added with option labels (postfixed with "_Label") for each option column.
  • Option Localized Label Language Code: Specify the language code for retrieving localized option labels. Defaults to 1033 if left blank.
  • Create Localized Option Table: When enabled, a table with all options and labels is created, and an entity name column is added to each table to simplify joins.

4. Metadata Settings

Options for caching and managing metadata.

  • Cache Metadata: When enabled, local metadata is cached to improve performance.
  • Metadata Cache Tolerance: The duration (in minutes) for which the metadata cache remains valid before a refresh is required.
  • Metadata Cache Location: The local folder path where metadata cache files are stored.

5. Execution Settings

Settings for managing file storage locations and notebook parallelism.

  • Local Work Location: Specify the local directory for temporarily storing downloaded parquet files.
  • Max. Notebook Parallelism: Set the maximum number of threads for concurrent notebook execution.

6. Debugging

Settings to facilitate debugging by retaining generated notebooks and working files.

  • Enable Debugging: When enabled, generated notebooks and working files are retained in both the local work location and on Fabric for debugging purposes.
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