See attached qvw. It has two rangesum expressions. One calculates the YTD upto the current month (i.e. not including the current month). It resets on a new year. If you need to include the current month in the sum use this expression instead: rangesum(above(sum(Sales),0,RowNo())). The other expression in the pivot table keeps counting over year boundaries. Does that give you what you need?