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            Edit a Picklist Bucket Field

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            Edit a Picklist Bucket Field

            A picklist bucket field contains items that can be selected from a list.

            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 add, edit, or delete a bucket column in private reports:
            Legacy Folder Sharing
            Create and Customize Reports
            Enhanced Folder Sharing
            Create and Customize Reports
            To add, edit, or delete a bucket column in public and private reports:
            Legacy Folder Sharing

            Report Builder

            Enhanced Folder Sharing

            Report Builder OR Report Builder (Lightning Experience)
            Note
            Note The following picklist types can’t be bucketed.
            • Record types
            • Divisions
            • Multi-value picklists
            • The Type picklist in Activity reports

            In the Edit Bucket Field overlay for a picklist field:

            1. For Source Column, select the field you want to bucket.
            2. Enter a bucket field name. This appears as the column name in the report.
              Since a bucket field is intended to have multiple buckets within it, a good name for a bucket field describes the scope of the buckets. For example, a bucket field named “Priority” could have “High,” “Medium,” and “Low” buckets.
              Important
              Important Picklist bucket names must include one or more letters or symbols. If a picklist bucket field includes a bucket whose name contains only numbers, the bucket field cannot be saved.
            3. To create a bucket, click New Bucket and enter a bucket name. Create multiple buckets to group your report records.
            4. To find a particular value in the list of values, type the first few characters of its name in the Quick Find box. As you type, items that match your search terms appear in the menu.
            5. Select values and drag them into a bucket. Alternatively, select values, click Move To, and select a bucket or enter a new bucket name.
              While you’re bucketing values, use these functions as needed:
              • To show all the values in the report, click All Values.
              • To show the values for a particular bucket, click the bucket name.
              • To remove values from a bucket, select the values and drag them to another bucket, or drag them to Unbucketed Values.
              Note
              Note You can bucket only active picklist values. Inactive picklist values aren’t shown.
            6. To move all unbucketed values into a bucket named “Other”, enable Show unbucketed values as “Other”. If this is disabled, unbucketed values appear in the bucket column with the value name.
            7. Click OK.

            In a report, picklist bucket columns are sorted by the bucket position as shown in the Edit Bucket Field dialog box, followed by “Other” if Show unbucketed values as “Other” is enabled, or the unbucketed picklist item names if Show unbucketed values as “Other” is disabled.

            See Also

             
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