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Bucket Field is Removed from Report when Formula Field is Used

Publiceringsdatum: Jun 14, 2023
Beskrivning
In few scenarios , we may see some odd behavior in report while using formula fields as a bucket field and having some spaces or few parameters such as ('/' , '\')  in formula field. These would lead to observe bucketing field automatically getting removed while performing hard refresh. One of such scenarios are explained below with complete steps. 

1.) Create the Formula field Industry - Sector on Opportunity using the below formula.
TEXT(Account.Industry) + '/' + ' '+ TEXT(Account.Sector__c)

2.) Created a report on opportunity using the custom report type - Opportunities with Products.
3.) Created a bucket field on Industry - Sector and added the values in a bucket.
4.) Bucket remaining values as others and Give any name, say XYZ to the bucket column.
5.) Group by Bucket Field and toggled off detail rows
6.) Run the report.
7.) Hard-Refresh the report and edit the report.
8.) Click on the Bucket Field and Open it
9.)You will see that we had added 5 values but one value got removed from the bucket on right-hand side but in left count still shows 5.
10.) After that if you will hard refresh again and now the bucket field gets removed.


 
 
Lösning

There is currently a limitation on using formula fields in the bucketing section of reporting. To address this, certain considerations need to be taken into account. For example, removing any extra spaces or backslashes from the formula field will help resolve any anomalies observed in the report, as explained in the scenario above.
 

Knowledge-artikelnummer

000395640

 
Laddar
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