Hi, I think the best approach is to spread this out over multiple line items. The Quarterly summary is cumulative while the months are not and this is causing you the issues. Create the following line items - 1. Monthly 2. Monthly Cumulate 3. Cumulate reset 4. Ref 1. Monthly will house you monthly movement 2. Monthly cumulate will be the cumulative of the 1.Monthly, set summary to SUM, formula = CUMULATE( 1.Monthly, 3. Cumulate reset ) 3. Cumulate reset, boolean format and time set to Quarters, formula = true 4. Will contain a formula = 1, set summary to formula In line item 1. Monthly set your summary to ratio - 2. Monthly Cumulate / 3. Ref This will result in the your months showing the monthly movement and the quarters to cumulative for that quarter.
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