Understanding the difference result within the visual (SUM vs CALCULATE)

[Pfandgiraffe]

Hey,

i wan't to understand why i get two different results within a simple card visual.

I have a simple data column with decimal numbers and another column with the date. For every day of the year one row. I want to check for the data value today.

First method:

Card visual, date filter for the visual for today, aggregate the wanted value to SUM --> result is wrong, result is the summary of the hole table, date filter for the visual ignored

2nd method:

Card visual, make use of a meassure to figure out the wanted data for today --> result is right (4)

Anzahl_MA_heute = CALCULATE(SUM('Tageseinsatz'[Anzahl MA-Tage]),'Datumstabelle'[Datum]=TODAY())

Both tables (date table and data table) are connected/linked togehter via date. I don't understand why the first method won't work. Can anyone explain me why a simple summary with a visual filter for today won't work?

Thx in advance!

[Anonymous · Accepted solution]

Thanks for the reply from johnt75 , please allow me to provide another insight:

Hi, @Pfandgiraffe 

Thanks for reaching out to the Microsoft fabric community forum.

Could you please confirm if johnt75 's response has resolved your issue?If you’re inclined, you might consider accepting this solution, as it could also assist other community members facing the same problem, enabling them to find a resolution more swiftly.
 

His method is a good troubleshooting approach, and currently, I am unable to replicate your issue in my test environment.

Therefore, please check if your field parameter settings align with your expectations:

1.Field Parameter Settings: Ensure that the settings for your fields are consistent with your intended configuration.

2.Table Relationships: Verify if there are any many-to-many or single-direction relationships that might be causing issues.

Bi-directional relationship guidance - Power BI | Microsoft Learn
Many-to-many relationship guidance - Power BI | Microsoft Learn
 

3.Page-Level Filters and Visual Interactions: Consider that page-level filters or other visual objects might be causing the differences, as interactions between visual objects can also affect the results.

Of course, I also welcome you to share your PBIX file with us for further analysis. Please ensure to remove any sensitive information.If you have any new discoveries or questions, please feel free to get in touch with us.
 

Best Regards,

Leroy Lu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Pfandgiraffe]

Hey,

i have changed the table relations between my date table and the data table.

Switched cross filter from "single" to "both" as you recommend. Afterward i get the right result - thanks!

But honnestly this can't be the reason for. Cause my filter direction was/is okay. Finaly i changed the cross filter back to "single" mode and the result stay correct.

I don't understand why i get a wrong result, change a option back and forth and it work... seems buggy to me.

Additional explanation:

It is hard for "regular" users to share their example files since i can't simply attach files to a topic. This luxury remains reserved for mods(?). It will be much easier to share those informations if it will be able for everyone to attach some small files to a post.

[johnt75]

Use Performance Analyzer to get copies of the queries used for each card visual and run them in DAX Query View, or DAX Studio. Try to see what the differences between the queries are, and how the differences might generate the different results.