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Hey, community, please help me out.
I am working on a P&L dashboard, and I have correctly formatted my data in Excel and have verified with the ledgers that all the amounts are correct.
I wanted to see employee, supplier, and customer-wise data breakdowns of the numbers I loaded in PowerBI. There is a serious issue of incorrect numbers when I see them in the PowerBI matrix or cards and visuals.
I went back to see if my Excel data sheet had any problems, but there weren't any. For example, one employee's salary shows 54000 in Excel, but when I want to see the amount in PowerBI, it returns to 56400.
That is the case for almost every category, class and total. Only a few amounts match with Excel, but most are incorrect. Please help me with the issue.
Solved! Go to Solution.
Hi,@Umar_Ahmed I am glad to help you.
Hello,@vicky_,thanks for your concern about this issue.
Your answer is excellent! And I would like to share some additional solutions below.
In fact,@vicky_ has provided very comprehensive advice, have you solved your problem by troubleshooting already?
Ensure that the data types and formats in Excel are consistent with those in Power BI. For example, check for decimal points, currency symbols, or other formatting.
Have you performed some calculations for data aggregation in Excel? If you have already performed some processing in Excel, such as calculating the sum of salaries of all employees for the month, etc., when you import the data into Power BI Desktop, it is recommended that you reopen these data processing operations by writing DAX in Power BI to avoid incorrect results due to differences between syntaxes.
Please check the relationships between your table models to ensure that there are no duplicate or incorrect relationship connections, as this will change the computational context of the DAX code and cause incorrect results to be returned (even if the DAX code itself is correct).
In conclusion, you need to check the following points:
Are the data types correct.
The code formulas conform to the Power BI syntax specification.
The model relationships used are connected correctly.
Here's a document on troubleshooting the problem that I hope you find helpful.
URL:
Fixing Data Inconsistencies using Power Query Replacement Tables — Ground Floor Analytics
Troubleshoot the connection from Excel to Power BI data - Power BI | Microsoft Learn
If you find a suitable solution, you can share the solution that helped you, or mark the suggestion that helped you in the forum as a solution, which will help other users in the forum.
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.
Hi,@Umar_Ahmed I am glad to help you.
Hello,@vicky_,thanks for your concern about this issue.
Your answer is excellent! And I would like to share some additional solutions below.
In fact,@vicky_ has provided very comprehensive advice, have you solved your problem by troubleshooting already?
Ensure that the data types and formats in Excel are consistent with those in Power BI. For example, check for decimal points, currency symbols, or other formatting.
Have you performed some calculations for data aggregation in Excel? If you have already performed some processing in Excel, such as calculating the sum of salaries of all employees for the month, etc., when you import the data into Power BI Desktop, it is recommended that you reopen these data processing operations by writing DAX in Power BI to avoid incorrect results due to differences between syntaxes.
Please check the relationships between your table models to ensure that there are no duplicate or incorrect relationship connections, as this will change the computational context of the DAX code and cause incorrect results to be returned (even if the DAX code itself is correct).
In conclusion, you need to check the following points:
Are the data types correct.
The code formulas conform to the Power BI syntax specification.
The model relationships used are connected correctly.
Here's a document on troubleshooting the problem that I hope you find helpful.
URL:
Fixing Data Inconsistencies using Power Query Replacement Tables — Ground Floor Analytics
Troubleshoot the connection from Excel to Power BI data - Power BI | Microsoft Learn
If you find a suitable solution, you can share the solution that helped you, or mark the suggestion that helped you in the forum as a solution, which will help other users in the forum.
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.
There's a few things to help troubleshoot:
Go to the table view and check that the number that have been loaded in are the values that you expect. If there's something wrong there already, then you need to look at your transformations in PowerQuery.
Is there a unique value for each combination of class, category, etc... that you are looking at? In almost all visuals, some aggregation (usually and probably default is SUM, but could be MIN, MAX, AVG... etc) is needed, so if the number you see is not matching, then you need to make sure there is a single value, or check your DAX.
Check the relationships in the model view - in particular, look at bi-directional filters (which can be tricky and cause lots of issues), or inactive relationships.