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Surfhat1
Member
June 29, 2026
Question

Dashboard will not allow user to see data

  • June 29, 2026
  • 6 replies
  • 62 views

Creating a dashboard to allow select user group to see who has loaded data for forecast scenario.  Performed the following steps:

 

  1. Created Dashboard Group for TaskActivity
  2. Created SQL Table Editor to pull SQL TaskActivity.
  3. Assigned SQL Table Editor to Dashboard group
  4. Maintenance Unit is set to everyone for access

User cannot access the report.  Is there a setting I am missing that allows the user to view the report

 

We are on version 9.2.0.18004

 

 

    6 replies

    RobbSalzmann
    Advisor
    RobbSalzmannAdvisor
    Advisor
    June 30, 2026

    Hi Surfhat1,

    It sounds like your Dashboard that contains the report needs to be added to a Dashboard Profile and security set on the profile to allow the user to access the report.

    Try adding the TaskActivity Dashboard Group to a Dashboard Profile
    Then assign the user (or group the user is a member of) to that Profile’s Access Group

      S
      Surfhat1Author
      Member
      June 30, 2026

      Hi Robb,

       

      I set this up as a SQL table Editor - Do I need top create as a cube view?

       

      Thanks,

      Randy

       

      RobbSalzmann
      Advisor
      RobbSalzmannAdvisor
      Advisor
      June 30, 2026

      Dashboard Profiles in OneStream are a ‘link’ between access(security) and the dashboards we create in OneStream.  Create a Dashboard Profile, add your Dashboard Group to it, then assign security on the profile.  Your user needs access to the dashboard the report runs in.  Profiles is where you create that link.

       

      RobbSalzmann
      Advisor
      RobbSalzmannAdvisor
      Advisor
      June 30, 2026

      using your new screenshot,

       

      S
      Surfhat1Author
      Member
      June 30, 2026

      Hi Robb,

       

      Problem is that this was a platform table so I needed to create a group for these users to view the platform tables.  Once done, access was granted and they could see the data.

       

      Thanks for the help.

       

      Randy

       

       

        RobbSalzmann
        Advisor
        RobbSalzmannAdvisor
        Advisor
        June 30, 2026

        Got it.  When you said “Users cannot access the report” I misunderstood and took that to mean they could not see the report itself and not just the data in the report.  

        Nice work figuring it out!

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