Good morning - what is the formula for MTD Sales
IF [date_invoice] <= [Today_Ammended] AND DATEDIFF(('month'),([date_invoice]),[Today_Ammended])= 0 AND [category]="Retail"
[Net Sales .]
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Here's how I read your formula
you are looking at period that is the current month and the category is Retail - and if the invoice falls in the period you want to flag the sales
then in your original formula you are checking that formula against a heard coded total for MTD BUT - the MTD has not been aggregated
in one of the 2 formulas you need to sum the net sales for the comparison
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Thanks Jim, this worked!