....there were some non-numeric values in the YTD (amounts)
column....and therefore the problem. It works just fine once I replace
those values with 0.

BTW, I had extracted that portion of data rows 2800 to 2900 to a
separate workbook (as values)...and still couldn't catch the problem
there.

How strange is it that Lotus can easily get a sum of a column that
contains both numeric and non-numeric data....while Excel cringes !

Later,

C


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