Actually I solved it
Took out 0FORPER variable and created a new variable for the period only (user prompt)
created two RKF
1. Period Amount
2. YTD Amount
for Period amount I have restricted to equal to the new variable
for YTD amount I took your suggestion Umashankar Poojar to use less than equal to however used it on 0FPPER directly
Now YTD values are calculating correctly. Hopefully doing another test to make sure it doesn't bring in last years values ... any ideas
