Save this query as a normal Select query then use that query to create your aggregate query.

Still getting the same output Kevin.  I suspect it's something simple, just can't seem to figure it out.

I need them to be grouped by SBU and also the month; do you think that's what the problem is?  I tried a query without SBUs and just then totals and months and it's still separates the orders.

How is ActDate formatted? The day may be forcing them to be ungrouped.

I even made the table format YYYY-MM thinking maybe that's why it wasn't working. Maybe I'll go back to the regular format date on the table and try the two query method again, maybe that'll work

YYYY-MM is just format, not what it really is.  If you format the date 10/28/23 to look like 2023-10, it still has the value of 10/28/23, and that's why your query doesn't work.  To sum by year-month in the manner you described, you need to group by columns that actually contain only the year and month.  See my example pictured below.  I use the Year() and Month() functions to create two calculated columns for year and month, group by them, then sum the value field:

Check out the Missing Months video.
This will give you an idea how to set up the criteria Kevin Yip suggested above. It will also show how to display any months that don't have data .

Thank you Kevin and Scott, with your guidance I was finally able to get the dates grouped by month and make the report I need!!!  I can't thank you enough!

So glad it worked out for you!  Glad I could help.