I've done a work around. I added a column (I called it Revenue Projection) that does a calculation using the Revenue sum (i.e. if current year, use projection formula, otherwise just sum). Basically, it boosts all the revenue records for the current year so that data is not realistic, but it gives the desired result. Then just pivot on that field. See attached and let me know if this helps at all.

Attached Files

Today.xlsx (264.6 KB, 16 views)