Andrew: Is it possible to upload screenshots? I followed your suggestion and set the YTD column to display the 'average'. That part works. However, I can't use 'Total' for the 'Total Order/Dollar Value' column because that adds up several lines - all with the same dollar amount, all with the same order number. So, instead of showing me '$1603.40' for this customer and his one order number, it shows me six times $1603.40 and a total of $9620.40. The order number is the same for each one of the $1603.40 lines.
I can't change this to display the 'average' amount either because I have customers with more than one order. In that case, I may have five lines with, say, $1000 as the Total Order Value for Order # 100 and another 6 lines with $1500 as the Total Order Value for Order # 101 (all just examples). If I were to use average in that example, it would give me the average of those two order amounts - not the sum of the two. if I were to select 'Total', it would multiply $1000 by 5, mulitply $1500 by 6 and give me that sum of that. Neither is what I want/need.

Anyway, a screenshot would maybe better show what I'm trying to say. Please let me know. Thx,

Andre