Service Reporting Issues

Anonymous · ‎06-28-2022

Hi Everyone,

I have posted about this problem a few times already, but I thought it might make most sense to start a new thread with new information.

I am publishing a daily a report that has invoicing, forecasting, YOY performance, etc. I have recently ran into issues lately where the data on a the service does not match what I see on the desktop version. The desktop version is correct and matches the data source data. I get no refresh errors when refreshing on the service, whether auto-refreshing or manually refreshing the data.

What I see now is that the data stops updating on June 17 for invoicing related data only. All data for the other sources/tables still works. Yesterday I created a new report that is only my invoicing data source and my calendar table. There are no other data sources or tables in my report. What is unique about June 17 is that there was one order that was invoiced for $133.62 on June 17, which was canceled on June 21, and the invoice no longer appears in the data source. On that day a new $0 invoice was created for that order for customer information only.

When I look at the report I see on my desktop, I see the below invoices for June 17. Note the total of $16,555.23.

Below is what I see on the service. Note the second order on the list is for $133.62 is the original invoice that was issued on June 17 and then subsequently canceled. The total in the service for this date is showing $16,688.85.

This order for $133.62 should not be in the service report. When I check on the desktop, this invoice is not in the data, it is not in either the Excel version of the data source or in the power query window.

I think this mismatch is what is causing the issues in my report, but I do not understand why it is showing up on the service if I cannot see it in the desktop.

For reference, my connections are shown below.

If anyone has any ideas what might be causing this, please let me know! It would be greatly appreciated.

Cheers.

tctrout · ‎06-29-2022

Not knowing how your online envrionment is configured I will provide guidelines on how I resolve this within our configuration.

If you are using Apps, I almost always see this data mismatch from a local file due to publishing an updated pbix to the workspace and not updating the app.

If you are using a central pbi model saved in workspace A and building a report connected to this model saved in workspace B, the link between the Report and model is broken and the report published to workspace B needs re published.

If you hare using a scheduled refresh ensure your refreshes are succeeding

If you are using an on premise data gateway ensure that the data source is mapped and connnected to the data source

What we have built into our processess to assist in troubleshooting these items is to display a Data As Of on the page iteself. The Data As Of represents when the datasource was updated, often by a max(date) in a fact table. This self created Data As Of date then can be used along side the built in Data Updated avaialable in the service. If the service Data Updated is > self created Data As Of then that tells us that the service successfully refreshed but our data source is stale (often excel sources). If the service Data Updated is < the date we expected to be refreshed, we know something is wrong with the schedule refresh.

Hope something here helps.

Anonymous · ‎06-29-2022

Thank you for your suggestions.

To answer some of your questions, I have a gateway on the premises, and the files are shared in a OneDrive folder.

This report is also shared using an app. I did not update the app prior, but I did just try updating it and had the same result. Sales data up to June 17 but nothing after and I still see the one invoice that should be removed. Is there a certain order that I should be updating the app? i.e. should I publish the report and then update the app? And is there something I need to do to update the app other than just clicking the "update app" button in the service?

I am not using a central pbi model for this report.

I have scheduled refresh and it is working without errors. I also have a tile on my report that indicates when the report was updated. This tile is working and reflects the most recent data and time the report was updated. All of my visuals connected to other datasources, which are also saved in the same OneDrive location, are updating properly.

Thank you again for your suggestions. I am totally stuck with this one.

Cheers!

tctrout · ‎06-30-2022

I am not familiar with OneDrive synchronization but have awareness that the sync could break. See if this explains your issue: https://docs.microsoft.com/en-us/power-bi/connect-data/refresh-excel-file-onedrive#onedrive-or-onedr...

With your set up I would test the following:
1. Local PBIX refresh, did it capture the data as expected?
2. Publish item 1 to the PowerBI Service, does the report in the workspace capture the data as expected? Make a manual edit to the dataset and refresh the power bi report in the workspace. Does the report in the workspace capture the data as expected? If not then there is definitely something going on with your OneDrive sync.
3. Update app. Does the app capture the data as expected?

Using the above you can isolate where the issue is and further research why.

Anonymous · ‎06-30-2022

Thank you everyone for the suggestions. I did the steps listed above and have the same result.

The next thing I did was have our system admin send me three sales files, the first has data up to June 16, the next is Jun 17-June 21 (the dates I am having the issues with), and the third is June 22 up to today. I renamed these files to be DailySales1, DailySales2, and DailySales3 and then created a report on the desktop and published each. All three of these reports work correctly.

I then went back and changed the datasource file name, updated the desktop to reference the "new" datasource, and then republished as a new report in the same workspace. Unfortunately I am still not getting any data after June 17.

One other observation from today. I noticed if I remove the filters I have in the desktop related to dates, the data appears to be updating to the correct number if the filters were not relevant. (e.g. if I remove the "IsThisYear = yes" filter, it will give me sales for all years. Is it possible having the date filters with a yes/no criteria are causing this?

Any other ideas?

tctrout · ‎06-30-2022

I followed you up to the last paragraph. What datasource file name did you change? To what new datasource, you had 3 new ones.

On the surface, it appears you recreated a PBIX and it published is working as desired. The old PBIX is leaving data off. Initial speculation is that the old PBIX has a filter that may not be obviuous that is causing the dates to be cut off. either in PowerQuery or front end visuals, page, bookmarks etc.

If you are able to build a PBIX from scratch with the desired datasource and it works / refreshes as expected, then there is something getting filtered in the original build. If you cant find it, you might be better off just using the new build.