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Your data has no date field. The data contains a month field - [Fiscal Month Desc] but no Year and the month is a String rather than date type. To provide the help you are looking for, we would need data that at least has a MM/YYYY. How can we determine 2014 from 2016 data?
Harnish - will you have an updated workbook to share. Glad to look over and assist more if you have one.