Getting DATEV data cleanly into Power BI is not a configuration step but
data modelling — this page covers where it tends to get stuck in practice, plus three sample
dashboards. Every figure on it is made up, not real client data.
Where it usually goes wrong in practice
Not the idea — the interfaces and the data model. DATEV delivers postings, chart of accounts and
cost centres in its own logic; Power BI expects a clean, relational data model underneath. Let the
two meet unfiltered, and you get a dashboard that looks arithmetically correct and is still wrong
— because accounts get double-counted, periods get cut off in the wrong place, or cost centres
don't line up properly. That's exactly where the craft is: build the data model right once, and
everything after that runs on its own.
Connecting DATEV data
The starting point is always the DATEV data that already exists — postings, chart of accounts,
cost centres, available through different export routes depending on which DATEV product is in
use. That data gets prepared for Power BI and refreshed on a regular schedule, instead of being
exported once and left to go stale. The result: numbers that already hold true the next morning,
instead of being pieced together by hand at month end.
Power BI with any common ERP system
The same principle isn't limited to DATEV. Power BI can generally be connected to any common ERP
system — through SQL databases, APIs, OData interfaces or structured exports. SAP Business One,
Microsoft Dynamics 365 Business Central and Sage are named here as examples of common systems, not
as past client projects — the connection principle stays the same, only the details differ by
system.
Three more sample dashboards
How a Power BI dashboard puts that into practice day to day is shown by three further examples —
liquidity, sales and service. Same rule here: every figure is made up, not real business data.