New Data Group Not Showing On Reports

[hyndmanevanp]

I previously grouped data into seven groups.  This wasn't all the data from the table, many were still ungrouped and I did not group the remaining into "other."  Recently, I added a new group, but when I use my groups in a Matrix for rows or columns, I only see my original seven groups.  I cannot find an obvious filter limiting the visuals to groups 1-7, but I can see the new grouping in my groups screen.  What's preventing group 8 from showing?  Additionally, any ungrouped accounts will not display anywhere.  Do I have to remove the grouping and build all eight at the same time?

Groups

Matrix

[lbendlin]

Groups will retain values that you added to them but are no longer part of the data.  Are the values rendered in black or grey?

[hyndmanevanp]

I'm not sure what values you are referring to, are you asking about the Field and Group type boxes below?

[lbendlin]

I am referring to the individual items (members) under "Groups and Members"

[hyndmanevanp]

I've removed deleted my original Groups from the model, but when I create a new Matrix on a new page, the result still filters out any accounts that weren't in the original grouping.  I don't know how to remove this filter.  My original group only categorized P&L accounts, therefore my Balance Sheet accounts didn't display in my reports, but I'd like to add them back.  I attempted to recreate my grouping in Power Query, but I still receive filtered results. 

[lbendlin]

Please provide sample data that fully covers your issue.
Please show the expected outcome based on the sample data you provided.

[hyndmanevanp]

Below is a screenshot of my Chart of Accounts.  The far right column is my Group column I created in Table view-> Data groups.  I created groups 1-7, my issue started when I added group 8 Fixed Assets, but it didn't appear as a line on my Matrix (also below).  I've deleted the Account Types column, but when I create a new Matrix, only accounts originally grouped populate.

New matrix after deleting groups.  Notice account in 1000 and 2000 range not listed.

I have not refreshed after deleting, but considering I've added group 8 Fixed Assets and refreshed mulitple times and haven't seen it added as a row, I don't assume refreshing would change anything.

[lbendlin]

sorry, can't work with screenshots.

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information. Do not include anything that is unrelated to the issue or question.

Need help uploading data? https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

[hyndmanevanp]

Id

SyncToken

Create_Time

Last_Updated_Time

Name

SubAccount

ParentRef_Value

ParentRef_Name

Description

Account Name

Classification

Account_Type

Account_SubType

Account_Number

Current_Balance

Current_Balance_With_SubAccounts

CurrencyRef_Value

CurrencyRef_Name

TaxCodeRef_Value

TaxCodeRef_Name

Account_Alias

Transaction_Location_Type

Account Types

594

1

########

########

Non Operation Other Expenses

TRUE

511

Other Miscellaneous Expense:Non Operation Other Expenses

Expense

Other Expense

OtherMiscellaneousExpense

8520

USD

United States Dollar

7 Other Expense

604

1

########

########

Prior Period Adjustments

TRUE

511

Other Miscellaneous Expense:Prior Period Adjustments

Expense

Other Expense

OtherMiscellaneousExpense

8530

USD

United States Dollar

7 Other Expense

362

11

########

########

Reconciliation Discrepancies

TRUE

511

Other Miscellaneous Expense:Reconciliation Discrepancies

Expense

Other Expense

OtherMiscellaneousExpense

8540

USD

United States Dollar

7 Other Expense

624

0

########

########

SUTA Agreement

TRUE

511

Other Miscellaneous Expense:SUTA Agreement

Expense

Other Expense

OtherMiscellaneousExpense

8550

USD

United States Dollar

7 Other Expense

543

1

########

########

Direct Care Payroll

FALSE

Direct Care Payroll

Expense

Cost of Goods Sold

CostOfLaborCos

4000

USD

United States Dollar

2 Direct Costs

550

1

########

########

Administrative Payroll

FALSE

Administrative Payroll

Expense

Expense

CostOfLabor

5000

USD

United States Dollar

3 Admin Costs

585

0

########

########

Benefit Expenses

FALSE

Benefit Expenses

Expense

Expense

OfficeGeneralAdministrativeExpenses

6000

USD

United States Dollar

4 Benefits

586

0

########

########

Office Overhead Expenses

FALSE

Office Overhead Expenses

Expense

Expense

OtherBusinessExpenses

7000

USD

United States Dollar

5 Overhead

490

4

########

########

Unapplied Cash Bill Payment Expense

FALSE

Unapplied Cash Bill Payment Expense

Expense

Expense

UnappliedCashBillPaymentExpense

7991

USD

United States Dollar

5 Overhead

511

3

########

########

Other Miscellaneous Expense

FALSE

Other Miscellaneous Expense

Expense

Other Expense

OtherMiscellaneousExpense

8500

USD

United States Dollar

7 Other Expense

623

0

########

########

CD - Lake City Bank

TRUE

541

Cash:CD - Lake City Bank

Asset

Bank

Savings

1006

USD

United States Dollar

1006

427

2

########

########

Account Receivable Reserve

FALSE

Account Receivable Reserve

Asset

Accounts Receivable

AccountsReceivable

1110

USD

United States Dollar

1110

611

0

########

########

Other Receivable

FALSE

Other Receivable

Asset

Other Current Asset

OtherCurrentAssets

1210

USD

United States Dollar

1210

600

0

########

########

SUTA Penalty Paydown

FALSE

SUTA Penalty Paydown

Asset

Other Asset

OrganizationalCosts

1670

USD

United States Dollar

8 Fixed Assets

601

0

########

########

Initial SUTA Fee

TRUE

600

SUTA Penalty Paydown:Initial SUTA Fee

Asset

Other Asset

OrganizationalCosts

1671

USD

United States Dollar

8 Fixed Assets

[lbendlin]

can you indicate what the issue is in the attached file (apart from the fact that I probably totally botched the group assignments)?

[hyndmanevanp]

The problem I'm having with my file is that the original 7 groups act as a filter for my visuals, so from my table above, account 1210 will not populate on any visual because it wasn't in the oringinal grouping.  This was what I wanted at first, but I'd like to add the ungrouped accounts to my visual.  When I added a new group using "Edit Groups," that new grouping did not show.  I added a "New Group" in PowerBI, but that did not appear on the visuals.  I rebuilt the groupings in Power Query and deleted my Power BI grouping, only to find the grouping was still filtering the visuals.  So I'm at a loss now.  My last hope would be to remove the entire table then re-connect to it.  

[lbendlin]

Can't really reproduce this just yet - groups are behaving as expected for me. 

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).

Do not include sensitive information. Do not include anything that is unrelated to the issue or question.

Need help uploading data? https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...

Please show the expected outcome based on the sample data you provided.

Want faster answers? https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...

[hyndmanevanp · Accepted solution]

@lbendlin , thank you for your help.  I deleted the table and reconnected to it.  It removed the groupings and I was able to establish new groupings for all accounts.

[hyndmanevanp]

They appear the same to me.