Displaying Percentage Values and Trends in Counters

Instructions

Step 1: Create the Sample List

1. Create a List
   • Create a SharePoint list named: Sales Records
2. Create the Following Columns:

3. Add Sample Items
   • Add at least 10–15 items across:
     • multiple regions
     • at least two different years (for example: 2025 and 2026)

This data set allows you to demonstrate:

• total sales
• regional sales percentages
• increase or decrease over time. 

Example Counters Used in This Tutorial

In this tutorial, we will build a small sales dashboard using the following counters:

1. Total Sales (Current Year)
   Sum of all sales amounts for the current year
2. Sales in Europe (%)
   Percentage of European sales compared to total sales
3. Total Sales Trend
   Shows whether total sales increased or decreased compared to the previous year

These counters demonstrate:

• Sum
• Percentage
• Trend indicators

Step 2: Open Counters in Ultimate Forms

1. Open the Sales Records list.
2. Click Design to open Ultimate Forms.
3. Select Counters.

You will see the Counters profiles page with the option to create a new profile.

Step 3: Create a New Counters Profile

1. Click Add new profile.
2. In the General tab, configure:
• Profile Title: Sales Performance Counters
• List: Sales Records

Step 4: Configure General Layout Options

In the General tab, you can control how counters are displayed:

• Show title – optional
• Vertical layout – optional
• Gap – spacing between counters
• Font size / Label font size – adjust for visibility

Step 5: Add Individual Counters

Counter 1: Total Sales (Current Year)

This counter shows the total sales amount for the current year.

1. Open the Counters tab.
2. Configure:
• Label: Total Sales (2026)
• Column: Amount
• Operator: Sum
3. Add a condition:
• Year = 2026
4. Click Add.

This counter answers the question: What is our total sales value this year?

Pro tip: You can also use date functions in counter conditions instead of fixed values. For example, $Year([Today]) can be used instead of a specific year, allowing counters to stay up to date automatically without manual changes.

Counter 2: Sales in Europe (%)

This counter shows the percentage of sales coming from Europe compared to total sales.

1. Configure:
• Label: Sales in Europe (%)
• Column: Amount
• Operator: Sum
2. Add a condition:
• Region = Europe
• Year = 2026
3. Enable Show as percentage.
4. Click Add.

This counter answers the question: What percentage of our revenue comes from Europe?

Counter 3: Total Sales Trend

This counter shows whether total sales increased or decreased compared to the previous year.

1. Configure:
• Label: Sales Trend
• Column: Amount
• Operator: Sum
2. Enable Indicate trend.
• Current value conditions: Year = 2026
• Previous value conditions: Year = 2025
3. Click Add.

This counter visually indicates growth or decline using trend arrows.

Step 6: Optional Enhancements

You can optionally improve readability:

• Enable number abbreviation (e.g., 1,200 → 1.2K)
• Customize text or background colors
• Add a Link URL to open a filtered list view (for example, Europe-only sales)

These options improve usability but do not affect calculations.

Step 7: Save the Counters Profile

1. Review all configured counters.
2. Click Save.

Your profile Sales Performance Counters is now ready to use.

Step 8: Add Counters to a SharePoint Page

1. Create or open a SharePoint page.                                                                                  
2. Click + and add the Infowise Form web part.
3. Open Web part properties.
4. Configure:
   • Type: Counter
   • Profile: Sales Performance Counters
5. Publish the page.

Step 9: Review Counters on the Page

After publishing, the counters are rendered immediately using live data.

On the page, you can now see:

• Total Sales (2026) — total revenue for the current year
• Sales in Europe (%) — percentage contribution of Europe
• Sales Trend — visual indicator of growth or decline

Each counter updates automatically when list items change.