Profitbase / PowerBI-visuals-FinancialReportingMatrix

Power BI Custom Visual for Financial Reporting
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Matrix does not update with some filter selections or all data disappears #561

Open flobrutto opened 3 months ago

flobrutto commented 3 months ago

The filter (with some selections in particular) stopped filtering the ProfitBase matrix, and all data disappear. In particular, we created a matrix by aggregating the P&L lines and then hiding the base data. For example: Net Products Sales = Sales Gross + Bulk Revenues and we then hid the individual entries of Sales Gross and Bulk Revenues.

The filter interacts correctly with the base data ( you can see it in edit mode but not out) and it interacts correctly with some filter selections. We thought it depended on the absence of some items (e.g. Bulk Revenues for that selection) but it does not work even in the presence of COALESCE or COLUMN ?? NEW VALUE). Also, it works correctly if you take the matrix base graph, so it is not a model or relationship issue.

If you take the visual and re-create the rows and columns from scratch (copying the code present previously) it works. This is why we believe there is a bug when new entries are added to filters that are already present or maybe this could occur when adding new filters.

How can we solve this problem without recreating the chart from scratch every time this bug occurs?

AndersAano commented 3 months ago

Hi @flobrutto,

Sounds like it could be the same behavior that we are explaining here: https://www.youtube.com/watch?v=Z_RPrjEktcM

Best regards Anders

flobrutto commented 3 months ago

Hi Anders

Here are some pics that may explain better the situation.

This is what happens when no filters are applied.

image

If we select one Legal Entity (for example IT30) then the matrix update properly.

image

When we select CH10 all data disappears (but the components of the calculations are still present).

image

As previously stated, the components are visible in edit mode.

image

The implemented formulas are:

image

Best regards, Fabio

AndersAano commented 3 months ago

Hi @flobrutto, Notice that "BULK_REVENUES" is missing when you only select CH10. My guess is all custom rows are created as an "add row before" BULK REVENUES or from one later custom row.

This is the behavior shown in the video I sent a link to.

flobrutto commented 3 months ago

Ok, we will try and let you know if the problem is still present.

flobrutto commented 3 months ago

The problem is that there are some cases when even with "Show items with no data" some rows will not appear. With that said, creating a fake hierarchy of the P&L line enables us to perform the "Add row before" in any case (because we choose to add this fake hierarchy before the P&L line - so before all of them - and we added the calculated row before this one and then we hide it).

In my opinion there should be an option to create a row at the top or at the bottom, in order to avoid the problem altogether.

AndersAano commented 3 months ago

Thanks for the feedback. I'll make a note of the request, and see if it's something we can deliver.