Thanks. I managed to solve this linking to a time table and using Lag Over (partition AccountNo, [Timetable].Month Order by [Year]. The data was then returned to SSRS and grouped appropriately.
So share... post your code.
--Jeff Moden
RBAR is pronounced "ree-bar" and is a "Modenism" for Row-By-Agonizing-Row. First step towards the paradigm shift of writing Set Based code: ________Stop thinking about what you want to do to a ROW... think, instead, of what you want to do to a COLUMN.
Change is inevitable... Change for the better is not.