The goal is to correctly link financial transaction data from Exact Online to an employee dimension in Power BI in order to build employee-level financial reporting.We are unable to create a valid relationship between the transaction (fact) tables extracted from Exact Online via Invantive Cloud and the employee / mapping dimension table.
None of the IDs present in the employee dimension correspond to any ID in the transaction tables. As a result, transactions cannot be attributed to employees.
Sample illustrating the issue
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Transaction table contains fields such as:
TransactionLineID,EntryNumber,Account,Amount,AnalyticalCode -
Employee dimension contains fields such as:
EmployeeID,EmployeeCode,AnalyticalCode
The only overlapping field is an analytical code, which is not a unique technical key and is used in multiple contexts.
No EmployeeID or equivalent identifier exists in the transaction tables.
What we tried (without success)
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Attempted to link fact and dimension tables using available IDs → no matches
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Tried joining on analytical codes → results in ambiguous / incorrect mappings
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Looked for intermediate or bridge tables in the Invantive data model → none found that resolve the relationship
Question
Which official key or data model approach should be used to link Exact Online financial transactions to employees?
Is there an intermediate mapping table we are expected to use, or does this relationship need to be reconstructed manually?
Tags
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Invantive Cloud -
Exact Online -
Microsoft Power BI -
Azure
Versions
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Invantive Cloud: latest available (January 2026)
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Exact Online
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Power BI Desktop (December 2025)