In this example we are going to use the PivotPoint web part to analyse a sale list in different ways, providing new insights into our sales effort and a dashboard view of the performance of teams in different regions.

We are going to base the PivotPoint web parts of this example list. It has an entry for each sale with fields for Customer, sale Date, Sales Team, Quantity, Price, Total (= Price x Quantity) and the Product sold.

Sales Growth

In this example we are going to use a PivotPoint web part to analyze sales growth of the different product lines over time.

Firstly add a new PivotPoint web part to a web part page.
Select the Edit menu and Modify Shared Web Part to configure the web part
Modify the web part and choose the Sales list
Under Columns select the Product field
Under Rows select the Date field and a Grouping of Month and Year
Under Value field select the Total field and set Calculation to Sum
Click OK

Sales by Region and Product

In this example we are going to use a PivotPoint web part to analyze sales by Team and Product. We are going to provide the results as a Sum of the Total field expressed as a % of the Grand Total - for example Global sales of the Bottle-o-matic accounted for 13.1% of all revenue. We will also provide the Sum value on the tooltip so if hovering over the 13.1% cell the user can see that this equates to sales of £12,010

Firstly add a new PivotPoint web part to a web part page.
Select the Edit menu and Modify Shared Web Part to configure the web part
Modify the web part and choose the Sales list
Under Columns select the Product field
Under Rows select the Sales Team field
Under Value field select the Total field and set Calculation to Sum as %
Check the Sum option under Tooltips so we can hover over the PivotPoint to see the actual values in addition to their % of the Grand Total
Click OK