Power KPI Matrix Loosing formatting when loading new data

[deasons22]

I'm looking to see why the data formatting and is reverting back to "+0%;-0%;0%"  every time I load new data. 

Basically our process is to update an excel sheet, adding new data for the month. This sheet is then uploaded to a SQL table. I have a SQL view that joins the links to the metrics table. That join has all the fields needed to complete the form. 

Should I not be joining these two tables together?

[v-frfei-msft]

Hi @deasons22,

What is your version of Power BI desktop? And could you please describe your issue more specificly and kinly share your sample data to me if possible.

Regards,

Frank

[deasons22]

Hi @v-frfei-msft,

I'm on the August 2018 release and the 2.1.4.0 version of the KPI Matrix. I'm using the Row Based approach. 

We do a monthly update to an excel sheet. Then I have and SSIS package that loads that into SQL tables. I created a view that joins the links and metrics tables. Then I refresh the report. I would think it could be replicated by having a custom format on a value or target and then add new data to a sql table and refreshing data. 

The links table will barely ever have an update, and the metrics table will get new data monthly. 

When I refresh the pbix file all my formatting is lost and then I have to go to about 30 line items to change the current, previous and target values. 

Thanks,

Sam

[deasons22 · Accepted solution]

I've found how the issue occurs. If you change one of these Row_Link columns listed below in your database, the data will revert back to the default format for all metrics:

KPI Name

Link Text

Category

Metric Order

Cat Order

I really think this is a bug. What's point of having an ID Column if it going to act like a composite key. 

Also if you revert back to what the value(s) were the previous formatting comes back.