That was very helpful - thanks for the link!
I've got it working for the 'Sample - Superstore (English) extract' dataset, and I actually did the comparison at three levels - 1. Item level, 2. Category level and 3. Total of all items. The attached workbook has the result in the worksheet called 'New 03b Item-Cat-All'.
Thanks for your help.
Thanks for the mention! Glad that solution helped more than one person!
You bet Bill – I really appreciate your taking the time to outline the steps!