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Analyze Your Data
Edit a Numeric Bucket Field

Edit a Numeric Bucket Field

A numeric bucket helps you sort data that can be described in terms of numbers.

Required Editions

Available in: Salesforce Classic and Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
Available in: Enhanced Folder Sharing and Legacy Folder Sharing
User Permissions Needed
To create, edit, and delete reports:

Legacy Folder Sharing

AND

Create and Customize Reports

Report Builder

Enhanced Folder Sharing

Create and Customize Reports

AND

Report Builder

In the Edit Bucket Field overlay for a numeric field:

  1. For Source Column, select the field you want to bucket.
  2. Enter a bucket field name, which appears as the column name in the report.
    A bucket field is intended to have multiple buckets (known as “ranges” in numeric bucket fields) within it. A good bucket field name describes the scope of the ranges. For example, a bucket field named “Size” could have ranges of “Small,” “Medium,” and “Large”.
  3. Define your ranges by entering a number and a name. The range names appear as values in your new column.
    Each range is greater than the lower number up to and including the higher number.

    To remove all ranges and start over, click Clear All.

  4. To move all empty values to the bucket containing the value zero, enable Treat empty source column values in the report as zeros.
    If this setting is disabled, unbucketed values appear as a dash (-) in the column.
  5. Click OK.

In a report, numeric bucket columns are sorted by range values.

 
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