Categorize Data with Bucket Columns

For example, get a view of your accounts based on how many employees they have. Create a bucket column named Size based on the # Employees field. Then, create buckets that group records into Small, Medium, and Large ranges that you define. Small includes accounts with 5,000 or less employees. Medium includes accounts with 5,000 to 10,000 employees. Large includes accounts with more than 10,000 employees. Now you can sort, filter, or group records based on how they’re grouped in buckets. If one account grows or shrinks, it automatically switches buckets.

Note Consider a report with custom type and object for which you create a bucket column with a total of more than 1000 characters across the bucket values. It’s possible for the buckets not to appear when you group by columns in dashboards that use the report.

1. Add a Bucket Column
   Create a bucket column while editing a report.
2. Edit a Bucket Column
   When it’s time to add, remove, or change buckets in a bucket column, edit it.
3. Delete a Bucket Column
   When you no longer need a bucket column, delete it.