Thanks for the reply. I realized after I posted that the set analysis was working, but it was acting differently than I expected. I also tested your suggestions, and they work the same as what I had.
So the current year shows zero for all the months after Feb. of this year. What I was hoping is that I could just not have anything show for months 3-12 of this year. Is there a way to do this? I want the results of the prior years for each month, but only up to the last whole month of the current year.