@BrianJ,
Here are the results from my dummy data. As you can see, my totals randomly get me correct and incorrect answers. I am very interested in solving this using variables (VAR) formulas. However using HASONEVALUE to change from row context to context is also going to be useful for my future development. I appreciate your help.
New Originations.xlsx (2.3 MB)
New Originations.pbix (220.3 KB)
Ben