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Exact Globe Power BI dashboard

We load your Exact Globe accounting data from your server into a single Power BI model. For Fokker Services Group, we brought fragmented data together on one data platform.

Discuss your Globe environment Read the Fokker Services Group case study

From fragmented data to control over planning, maintenance and delivery at Fokker Services Group

For Fokker Services Group, we are building a scalable data platform. Data from different sources is brought together, cleaned and modelled using the medallion architecture, with data quality checks and data flows for planning, inventory management and cost insights.

Read the case study

Do we need Exact Online before we can get a good dashboard?

The controller exports the same reports from Exact Globe for each accounting entity and combines them in Excel. You can already do it differently: Power BI accesses the database on your own server through a gateway, and the model can move with you if you switch later.

Book a call

A read-only account and gateway bring every set of accounts into your Exact Globe dashboard

Discuss your Globe setup

All your accounts side by side

We load each set of accounts with a fixed code, so you can view figures by company or on a consolidated basis, using one shared chart of accounts.

Read data without disrupting Globe

We use a dedicated read-only account and read only new postings, outside office hours where possible, so Globe users are affected as little as possible.

A gateway in your own network

Power BI in the cloud accesses the Globe database through the on-premises data gateway. It only makes outbound connections, so you don't need to open any ports.

More sources, one clean model

Globe alongside planning, CRM or your online shop, cleaned and modelled—just as we brought together fragmented data for Fokker Services Group.

First, we check how your company accounts are stored in the database

  1. Map the current set-up

    Which version of Globe you use, which company accounts you have, what bespoke features are in place and which Excel reports are currently in circulation.

  2. Load and reconcile

    Load the postings for each company account, build the model and check the results against the trial balance from Globe.

  3. Live and ready for the switch

    The gateway, refreshes and permissions go live. The loading step is separate, so a later switch to Exact Online will only affect that step.

Build your own model on Exact Globe now, even if a move to Exact Online is under consideration?

Talk it through with us

A good fit if

You run Exact Globe or Globe+ on your own server, have multiple sets of accounts and want to compare the figures now, even if you move later.

Not a good fit if

The move to Exact Online is confirmed and Globe’s reports are sufficient until then. In that case, build directly on Exact Online.

What determines the scope

The number of sets of accounts, whether they use the same chart of accounts, how much customisation there is in Globe, which other sources need to be included and who will manage the model.

Can an external party access our Globe database?

Only with a read-only account that you grant and can revoke, preferably on a copy of the database. We write nothing back and agree with your administrator what we can read.

From the live database, a copy or a data warehouse?

Directly from the live database

Choose this if you have one or two sets of accounts and want to get started quickly. You use a read-only account, but resource-intensive reports may affect performance in Globe.

From a copy of the database

Choose this if Globe is used heavily during the day. We recommend reading from a copy made overnight, so the accounting team barely notices the data loading.

Via a data warehouse

Choose this if Globe is one of several data sources, or if you need to preserve historical data when moving to Exact Online. See have a data warehouse built.

Bringing fragmented ERP and accounting data into a single model is what we do every day

Data Science Lab has worked with data and AI since 2016 and is a Microsoft Partner for Fabric. We’re building a data platform on Databricks and Azure for Fokker Services Group, and we built Power BI dashboards and a Power BI app for Ammega.

Book an introductory meeting

We’ll discuss your server, your accounts and your monthly report in our first meeting

Stef Stoelwinder

Stef Stoelwinder

Business Development

Stef is your first point of contact. In our first meeting, we’ll discuss your Globe version, your accounts and the reports you currently produce.

E-mail info@datasciencelab.nl

Phone +31 (0)20 3636 724

Which Exact Globe administrations would you like to see together in Power BI?

Describe your Globe version, how many administrations you have and how you currently report. We’ll reply by email or suggest an initial conversation.

Emailinfo@datasciencelab.nl Phone+31 (0)20 3636 724

Enter a valid email address.

Let us know how we can help you.

Frequently asked questions

Exact Globe runs on your own server, backed by a SQL Server database. Exact specifies a SQL agreement alongside the Globe subscription. Power BI reads the database using the SQL Server connector and an on-premises data gateway. We set up a data-loading step and build the model on top of it.

For how we build a dashboard around the decision you need to make, see Power BI dashboards.

Yes. Exact describes Exact Globe+ as its newest product for your own server. When you switch, Exact makes your existing administrations available in Globe+ and requires at least Exact Globe release 420. For a dashboard, the version mainly determines which tables and fields are available.

We’ll establish which version you’re running and what customisations it contains in our first conversation.

Exact does not publish technical documentation on this. We therefore map how administrations are stored in your installation on a case-by-case basis, together with your administrator or Exact partner.

In the model, each administration gets a fixed code. We map general ledger accounts to a shared reporting structure, so you can view results by company or on a consolidated basis.

Because Globe runs on your own server, while the Power BI service runs in the cloud. The on-premises data gateway is software in your network that establishes the connection through outbound connections. For reports you share with colleagues, you use standard mode rather than personal mode.

See Power BI consultant for how we set up workspaces and permissions for each team.

With incremental refresh in Power BI. The table of accounting entries is divided into partitions, and only the recent ones are refreshed, using the RangeStart and RangeEnd parameters. Closed financial years remain unchanged.

If an earlier period is corrected later, you deliberately reload that period.

With Exact Online, you don’t work with a database on your server; you use a REST API. What changes in the model is how the data is retrieved: the loading step reads the API instead of the database. Definitions, measures and reports remain in place if they were built independently of the source.

For how this works on the Exact Online side, see the Exact Online Power BI dashboard.

Yes. If some companies use a different system, their data gets the same codes and reporting structure. This also works with Dynamics NAV and Twinfield.

For which management information belongs in a financial dashboard in Power BI, see that page.

If you have one administration, Globe’s reports meet your needs and a move to Exact Online is already planned, build the dashboard once in the new environment. Or, if every administration records transactions differently, put the foundations in order first; see data quality.

If a regular monthly export is enough, we’ll tell you that too.

From Globe to Online, or the financial model first: what would you like to read next?

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