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Thank you, James! I agree about the Year dimension - I plan to fix that in future revisions. I really appreciate your insight and assistance.

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But now, I can't seem to create a new Select statement that works for the next step. I've been reading and re-reading the help, and looking at the sample models without luck. Seasonality now correctly...

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Thank you, Mike - you were quite correct. My Categories were not linked (as I thought they were), and linking them fixed it. I really appreciate it!

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I think what I'm asking is why this doesn't return the values I'm expecting: '4060 - Other':'2015':Month = Seasonality::Month:'2015' Instead, it populates the Jan 2015 Seasonality number for all months...

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Found it! Just in case this is useful to others, you solve it using the # function in the formula. Here's what worked for me: Owner Holdback = if((#Month > Purchase Breakdown::Delay before payments:Owner...

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[quote="greggi":3colk8nv]I saw something similar asked awhile ago but I thought I would bring it up again. I'm finding the licensing of Quantrix is preventing me from using Quantrix as a solution...

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