Value Counts on Visual not Matching Counts in Data Table

[Anon46]

Hi all,

I am new to PowerBI and have inherited an existing report that I will now own making updates to.We are tracking the number of issues that were closed each month in this report.

I came across an issue where the Matrix visual count # for closed issues is lower than the count issues from the Data Table. Additionally, the previous month’s closed number changes after each data refresh (although it should stay the same).

I believe the root cause is somehow related to the “IsCurrentMonth” filter that is set on all pages of the report. “Is Current Month” is currently set to “false” but the correct number appears when I change it to “select all”.

Can someone please help me understand why closed issues from revious months would be missing if “IsCurrentMonth” = False?

Example 1- “Is current month” set to select all (Visual matches data table)

Example 2- “Is current month” set to false (Visual is missing 1 issue from June). The record that’s missing was closed on June 2nd and should be here.

DAX for Date table for reference:

Date =

VAR BaseCalendar = CALENDAR ( DATE ( 2018, 1, 1 ), DATE ( 2022, 12, 31 ) )

VAR FeStart = DATE(2020,07,01)

VAR FeEnd = DATE(2020,12,31)

VAR CoStart = DATE(2021,01,01)

VAR CoEnd = DATE(2021,06,30)

RETURN

    GENERATE (

        BaseCalendar,

        VAR BaseDate = [Date]

        VAR YearDate = YEAR ( BaseDate )

        VAR MonthNumber = MONTH ( BaseDate )

        VAR YearMonthNumber = YearDate * 12 + MonthNumber -1

        VAR LatestMonthNumber = YEAR(TODAY())*12 + MONTH(TODAY()) -1

        VAR Weekday = WEEKDAY(BaseDate,1)

        VAR IsWorkingDay = IF(OR(Weekday==1,Weekday==7),FALSE(), TRUE())

        VAR IsPastWorkingDay = AND(IsWorkingDay, BaseDate <=TODAY())

        VAR FY = "FY " & FORMAT(IF(MONTH(BaseDate)>6, Year(BaseDate)+1, YEAR(BaseDate)), "####")

        VAR IsCurrentFY = (IF(MONTH(BaseDate)>6, YEAR(BaseDate)+1, YEAR(BaseDate)) == IF(MONTH(TODAY())>6, YEAR(TODAY())+1, YEAR(TODAY())))

        VAR IsLastOpenMonth = YearMonthNumber == (LatestMonthNumber-1)

        VAR IsLast6OpenMonths=AND(YearMonthNumber>=(LatestMonthNumber-6),YearMonthNumber<=(LatestMonthNumber-1))

        VAR IsCurrentMonth = (LatestMonthNumber == YearMonthNumber)

        VAR IsFutureMonth = (YearMonthNumber > LatestMonthNumber)

        VAR IsCurrentMonthNumeric = IF(IsCurrentMonth, 1,0)

        VAR IsFutureMonthNumeric = IF(IsFutureMonth, 1,0)

        VAR IsFe = AND(BaseDate >= FeStart, BaseDate <= FeEnd)

        VAR IsCo = AND(BaseDate >= CoStart, BaseDate <= CoEnd)

        RETURN ROW (

            "Day", BaseDate,

            "Year", YearDate,

            "Month Number", MonthNumber,

            "Month", FORMAT ( BaseDate, "mmmm" ),

            "Year Month Number", YearMonthNumber,

            "Year Month", FORMAT ( BaseDate, "yyyymmdd" ),

            "Weekday", Weekday,

            "Is Working Day", IsWorkingDay,

            "Is Past Working Day", IsPastWorkingDay,

            "Financial Year", FY,

            "Is current FY", IsCurrentFY,

            "Is last open month", IsLastOpenMonth,

            "Is Last 6 Open Month",IsLast6OpenMonths,

            "Is current month", IsCurrentMonth,

            "Is future month", IsFutureMonth,

            "Is Fe", IsFe,

            "Is Co", IsCo,

            "Is Current Month Numeric", IsCurrentMonthNumeric,

            "Is Future Month Numeric", IsFutureMonthNumeric

        )

    )

[lbendlin]

"current month"  is a volatile concept - in general in Power BI DAX this means "filter context" .  If your meaning is different then that would impact the measure.

Please provide sanitized sample data that fully covers your issue. I cannot help you without usable sample data.
Please paste the data into a table in your post or use one of the file services like OneDrive or Google Drive. I cannot use screenshots of your source data.
Please show the expected outcome based on the sample data you provided. Screenshots of the expected outcome are ok.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523