Hi Andre,

OE Head - Total Dollar Value is the Invoice/Credit amount.
OE Head - Total Order Value is the Order amount.

For YTD formulas, you compare the transaction date against the value 'BeginYear', in an 'Excel-formula' syntax. Line breaks are optional but useful for read-ability:

Current year, YTD:

IF(
{Inv Date} >= BEGINYEAR()
,
{Total Dollar Value}
,
0
)

Last Full Year:

IF(
YEAR({Inv Date}) = YEAR(Today())-1
,
{Total Dollar Value}
,
0
)

Last Year, YTD:

IF(
AND(
YEAR({Inv Date}) = YEAR(Today())-1
,
MONTH({Inv Date}) <= MONTH(Today())
,
DAY({Inv Date}) <= DAY(Today())
)
,
{Total Dollar Value}
,
0
)

Remember - you can copy formulas like text and paste them. You can also export formulas to a Text file and Import them into different GridView inquiries, meaning you don't have to be typing these formulas over and over again.