The values in PBI Report and Paginated report are not the same

[GreeshmaN]

Hi Everyone,

I am facing an issue with Paginated reports where the values are not matching with PBI report (which is the source for Paginated report).

I have PBI report callled 'A' and this report has all the measures. The 'A' dataset is used as a source for my Paginated report 'B'. In my PBI report 'A' am using the below measure to calculate the Sales Amount values, the Sales Amount  values are showing correctly in PBI report but when I tried to check in Paginated Report its not the same, the values in Paginated report are much higher compared to what we actually see in PBI report.

An important observation is, when I used the existing paginated report to check the sales amount values they are not matching, but when I built a brand new paginated report connecting to Dataset 'A' it works. This is very strange. I am not sure how it's working when I built the same report from scratch.

Below is the measure, I used for Sales Amount:

Previous_Fiscal_Year_Period_Value :=
VAR SelectedMinDate = MIN ( 'Date'[Date] )
VAR SelectedFiscalYear =
    CALCULATE (
        MAX ( 'Date'[Fiscal Year] ),
        FILTER (
            ALL ( 'Date' ),
            'Date'[Date] = SelectedMinDate
        )
    )
VAR SelectedFiscalPeriod =
    CALCULATE (
        MAX ( 'Date'[Fiscal Period Number] ),
        FILTER (
            ALL ( 'Date' ),
            'Date'[Date] = SelectedMinDate
        )
    )
RETURN
CALCULATE (
    SUM ( Sales[Amount] ),  -- Replace with your actual measure or column
    FILTER (
        ALL ( 'Date' ),
        'Date'[Fiscal Year] = SelectedFiscalYear - 1 &&
        'Date'[Fiscal Period Number] = SelectedFiscalPeriod
    )
)

[v-mdharahman]

Hi @GreeshmaN,

Thanks for reaching out to the Microsoft fabric community forum.

It looks like you are facing a mismatch in Sales Amount values between your Power BI report (A) and the Paginated report (B) that connects to the same dataset. You also mentioned that when you recreated the Paginated report from scratch, the numbers matched which you're right to question it.

The issue is most likely due to filter context or metadata caching within the older Paginated report. Your DAX measure (Previous_Fiscal_Year_Period_Value) uses "VAR SelectedMinDate = MIN('Date'[Date])". This relies on the filter context provided by visuals or slicers in Power BI. In Paginated reports, unless you've specifically passed in filters through parameters or queries, this context might be missing or broader than expected causing the values to appear inflated.

I would recommend to Rebuild or rebind the data source in the existing Paginated report to ensure it's using the latest schema from Dataset A. Then add explicit filters or parameters in the Paginated report to simulate the same filtering logic as in the Power BI report. For example, you may want to prompt for a date or fiscal period and use those values in your query.

If possible, use a debug measure like "MIN('Date'[Date])" in both reports to compare what date is being picked up it will help confirm a context mismatch. 

Try this as when you create a new Paginated report, it pulls the latest schema and relationships and starts with a clean filter context. That’s why it returns correct values as it’s using the expected logic from the semantic model in Report A.

I would also take a moment to thank @Akash_Varuna, for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.

If I misunderstand your needs or you still have problems on it, please feel free to let us know.  

Best Regards,
Hammad.
Community Support Team

If this post helps then please mark it as a solution, so that other members find it more quickly.

Thank you.

[GreeshmaN]

Hi @v-mdharahman 

Thank you for the breif explanation but I can't recreate the same report from scractch it takes lot of effort and time and we have multiple reports. I also verified connecting to the correct PBI dataset but still didn't work.

After trying multiple scenarios I found a solution that in the query we have date column which is causing the issue and changing the aggreagtion. I removed the date field in the query which worked the reason being in the Previous Spend colum am using fisc_prd to get the sales amount.

Thank you so much for checking.

[v-mdharahman]

Hi @GreeshmaN,

I'm glad that your issue has been resolved from your end. Can you please mark the helpful reply or share the solution from your side and mark it as solution so that other community members can find it easily.

Best Regards,

Hammad.

[v-mdharahman]

Hi @GreeshmaN,

As we haven’t heard back from you, so just following up to our previous message. I'd like to confirm if you've successfully resolved this issue or if you need further help.

If yes, you are welcome to share your workaround and mark it as a solution so that other users can benefit as well. If you find a reply particularly helpful to you, you can also mark it as a solution.

If you still have any questions or need more support, please feel free to let us know. We are more than happy to continue to help you.
Thank you for your patience and look forward to hearing from you.

[v-mdharahman]

Hi @GreeshmaN,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution so that other community members can find it easily.

Thank you.

[v-mdharahman]

Hi @GreeshmaN,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

[Akash_Varuna]

Hi @GreeshmaN The issue might be due to caching or mismatched filters between the Power BI and paginated reports, causing value discrepancies.Could you try clearing the cache or refreshing the dataset for the paginated report and ensure the filters and logic match the Power BI report exactly?

[GreeshmaN]

Hi @Akash_Varuna 

Is there any way to refresh the metadata of the paginated report?