Relationship Issue - Keep Filter ISsues.

Hi,

As per our understanding,your current measure relies heavily on:

• KEEPFILTERS(...)
• ALLEXCEPT(...)

When Region is not present in the visual, the filter context from your Region Bridge table is not fully propagating to the Dovico table.

So Power BI removes that context, and your calculation returns incorrect values.
Adding KEEPFILTERS forces it back, but hurts performance.

Root Cause

This is a model relationship issue, not just a DAX issue.

From your model (image):

• You are using a bridge table (Region Bridge)
• Likely many-to-many or single-direction relationships
• Filter direction is not flowing properly to the fact table

Fix the Model Instead of DAX

1. Go to Model View
2. Check relationship between:
• Region Bridge → Dovico Monthly - AGG Table
3. Ensure:
• Cross filter direction = Both
• Relationship is active
• Cardinality is correct (prefer 1 → Many)

Better DAX (Remove heavy KEEPFILTERS)

You can simplify your measure like this:

OD - ICC =
VAR yearmonth = VALUES('Date Table'[YYMM])

RETURN
DIVIDE(
    CALCULATE(
        SUM('Dovico Monthly - AGG Table'[ICC - Billable Cost (Formula)]),
        'Dovico Monthly - AGG Table'[YearM] IN yearmonth
    ),
    CALCULATE(
        SUM('Dovico Monthly - AGG Table'[ICC - Billable Cost (Formula)]),
        REMOVEFILTERS('Dovico Monthly - AGG Table'[Client_Name])
    )
)

Let the model handle filtering, not DAX.

Alternative Solution(If model can't change)

Use TREATAS instead of KEEPFILTERS:

CALCULATE(
    SUM('Dovico Monthly - AGG Table'[ICC - Billable Cost (Formula)]),
    TREATAS(VALUES('Region Bridge'[Region]), 'Dovico Monthly - AGG Table'[Region])
)

This is:

• More efficient than KEEPFILTERS
• Explicitly applies filter from bridge → fact

Why KEEPFILTERS is slowing things

• It forces row-by-row filter evaluation
• Combined with VALUES() + IN → expensive
• Repeated in numerator & denominator → doubles cost
• Issue is due to filter propagation from bridge table
  • KEEPFILTERS is masking a model design problem
  • Fix by:

• Updating relationship direction (Both) OR
• Using TREATAS instead of KEEPFILTERS

 Best practice:
If you need KEEPFILTERS to fix filtering, your model likely needs adjustment.

Hope this helps.

Thanks!