1 of 1 people found this helpful
Below formula should work for you. It will provide you the YTD for completed month
If Year( [TRADE_MONTH])=Year(today()) And Month( [TRADE_MONTH])< Month(Today()) then Sum([USD_COMMISSION]) End
Thanks so much Indumon! This worked. I had to remove the "SUM" before USD commissions (was giving me an aggregate/non aggregate error), but it works perfectly now. I appreciate your quick response on this. Have a happy New Year!