Data Refresh Not Refreshing: Amount Column

Hi, parry2k ,thanks for your concern about this issue.

Your answer is excellent!
And I would like to share some additional solutions below.

Hello, bipowerbi .I am glad to help you.

It looks as if you are having problems with incorrect data in the total row when using the data source to display data in Desktop, it incorrectly shows $3.0 mil when it should be $3.1 mil.
As parry2k suggests, your YTD amount calculation logic and the filtering environment it is in will combine to affect the final result.
May I ask if you are experiencing this problem when you put the amount field (calculate column) directly into vsiual and use the system's own total aggregation.
If this is the case (your YTD amount calculation column's calculation logic is relying on other columns or just for the presentation of the data without any calculation) and your corresponding total value data in visual is not correct.
I would suggest you to write a metric with the same effect using SUMX.
like this.

measure = SUMX('Table','Table'[YTD column])

Sometimes using visual's own total aggregation function can result in incorrect aggregation of data. This is due to the fact that the total row does not have an actual calculation environment, and therefore may cause unexpected errors. It is generally recommended to use the iteration function of the aggregate function to create a meausre that does the same thing, instead of the original column that is causing the problem.

I hope that the following description of the resolved issue is helpful to you:
URL:
Why Power BI totals might seem inaccurate - SQLBI
Solved: Card total/table total doesn't match with the data - Microsoft Fabric Community
 

If you could share some corresponding screenshots or pbix files that don't contain sensitive information, it helps to help you identify the problem quickly.

I hope my suggestions give you good ideas, if you have any more questions, please clarify in a follow-up reply.

Best Regards,

Carson Jian,

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.