You are here:
Add a Bucket Column
Create a bucket column while editing a report.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing |
| User Permissions Needed | |
|---|---|
| To add, edit, or delete a bucket column in private reports: |
|
| To add, edit, or delete a bucket column in public and private reports: |
|
- Edit a report.
-
Find the column you want to bucket in the report preview, then click
| Bucket This Column.
Alternatively, from the Columns section, click | Add Bucket Column.The Edit Bucket Column menu opens. - From Field, choose a field from the report type. The bucket column is based on the field you choose. If you started bucketing a column in the report preview, then the field is already set.
- From Bucket Name, enter a name for the bucket column.
-
Add buckets and choose values for each bucket.
Depending on the data type of the column you’re bucketing, you see different bucket options in the Edit Bucket Column menu. You can bucket 3 data types: numeric, picklist, and text.
Numeric A numeric bucket helps you sort data that can be described in terms of numbers. Numeric buckets include columns with field types like currency (Amount), number (Number of Employees), and percent (Probability), but not necessarily mixed alphanumeric field types like auto number. Alphanumeric values don’t reside on the number line, which means they can’t get numerically evaluated, which prevents them from getting bucketed in a numeric bucket. Alphanumeric values can be included in text buckets. Each numeric bucket includes a range and a name.
To gain insight into your deals, use bucketing to group by deal size instead of looking at individual deals. For example, create 3 buckets based on deal size: Small, Medium, and Large. Small holds deals worth $1,000 or less. Medium holds deals worth between $1,000 and $25,000 dollars. Large holds deals worth more than $25,000.
Picklist A picklist bucket contains items that can be selected from a list.
To get a generalized view of your accounts, bucket them by industry. Create buckets with industry names like Manufacturing, Technology, and Media. Then, add accounts into the bucket that best represents their operation.
Text At first glance, text buckets seem to have the same options as picklist buckets. Values of the text column appear as though they were values in a picklist, and you can add them into buckets in much the same way.
Unlike picklist fields, text fields feature the Enter Values button. If you know which value you want to bucket, you can use the Enter Values function to quickly bucket it without searching. Entering values is useful if your report has a large number (such as millions) of values and searching for a value is slow. You can also use this method to enter and bucket values that appear in the report later.
- To create a numeric or picklist bucket, follow the instructions in Create a Numeric Bucket and Create a Picklist Bucket. To create a text bucket, use the Enter Values button.
- Click Apply.
- Click Save.
The bucket column appears in the report preview and in the Columns section. Like any other column in the report, you can sort, filter, and group by the bucket column.
To edit
the bucket column, find the column in the report preview and click | Edit Bucket Column. To delete the bucket column, click | Delete Bucket Column.
As you prepare to add bucket columns to your report, take note of these limitations:
- Each report can include up to 5 bucket fields.
- Each bucket field can contain up to 20 buckets.
- Each bucket can contain up to 20 values.
- Bucket columns are available for use only in the report where they’re generated. To use a bucket in multiple reports, create the bucket column for each report. Or create a separate formula field for the object that’s dependent on the bucket.
- Buckets and bucket fields aren’t available for reports that include external objects.
- If a bucket column’s source column has a custom index, and you filter by the bucket column, then the custom index performance gains are lost.
- If a bucket column has a filter on it, modifying the values in the buckets removes any filters that refer to the bucket column.
- Bucket columns don’t support picklist values that contain a tab character.
Create a Numeric Bucket
- To create a numeric bucket, click Add. Each numeric bucket consists of a range and a name.
- From RANGE, enter the lower-bound and upper-bound breakpoints for ranges. The first number entered buckets values equal to or less than the number you enter. Each subsequent number you enter buckets values greater than the prior number you enter. The last number entered buckets values greater than the number you enter.
- From BUCKET, enter a name for the bucket.
- Optionally, to move all empty or null values to the bucket that contains the value zero, select Treat empty values in the report as zeroes. If deselected, unbucketed values appear as a dash (-).
Create a Picklist Bucket
- To create a picklist bucket, click Add Bucket. Then, give the new bucket a name.
- To put values in a bucket, select the values you want to move, then click Move To and select bucket you want to move them into. To move values into a new bucket, click Move To | New Bucket, enter a name for the new bucket.
- To take values out of a bucket, click Move To | Unbucketed Values. Unbucketed values appear in the bucket column as they would in a normal report column. You can put them all into a bucket named Other by enabling Bucket remaining values as Other.
-
To rename a bucket, click
. To delete a bucket, click 
.
