Numbers have changed in Visual

[ArchStanton]

I have a visual that shows the number of new items for this Financial Year (starting Apr).
Yesterday, one of the managers flagged to me that the values have all changed despite me not doing anything to it.

I restored and made a copy of a version where everything was showing correct values below:

Correct as at 3rd Oct:

Incorrect as at 20th Oct:

The DAX is the same for both Visuals:

YTD New Cases = 
TOTALYTD ( COUNT ( 'Cases'[Case Number] ),
'Cases'[Created On], "01/01/2016")

The X axis is the same Month column from my calendar and Filters on the Visual are identical.

I have opened the Fact table where this date lives and filtered on all new Cases for Apr 2025 and both show 803 so where on earth is the value of 783 cominmg from in the latest version?

I believe everything was looking correct last week as no one flagged this to me - how can values like this change for no apparent reason? 

This is causing a lot of stress as we have published the 3rd Oct figures to the board.

Has this happened to anyone else?

[pbiuseruk]

Hi,

Considering what you're trying to do, I think the better way to do it, is to just put in the id column into the visual. Turn it to a count and then filter the visual itself to only records within a year. There's no real reason to use Total YTD from what I can see.

If you really want to use that function, then I'd suggest to double check that your calendar table is marked as a Date Table. (Go to Modelling view, click on Calendar table and then mark as date table).

The Time Intelligence functions rely on using Date Tables - if you don't use a marked Date table, then MS Docs say that the results might not be correct.

Ensure that your relationship between the created on field and the calendar table is correct after you've done the previous steps.

Generally though, it'd be much simpler to use the former method I said, as it looks like an unnecessary measure.

Hope that helps.

[ArchStanton]

Thanks for the advice, that is something I will definitely consider doing.

[danextian]

Hi @ArchStanton 

TIssues like this can happen occasionally. Most of the time, it’s simply because some filters were applied and later forgotten. In most cases, resetting the report to its saved state by clicking the persistent filter reset button resolves the problem.

[ArchStanton · Accepted solution]

Hi, I have just found out that a new team has been created and these aren't being counted in the stats. I think I know what I need to do now - thanks anyway!