Loading
Analyze Your Data
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Categorize Data with Bucket Columns

            You are here:

            1. Salesforce Help
            2. Docs
            3. Reports and Dashboards

            Categorize Data with Bucket Columns

            Quickly categorize report records without creating a formula or a custom field by bucketing them. When you create a bucket column, you define multiple categories (buckets) used to group report values. Like any other column in your report, you can sort, filter, and group by bucket columns.

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

            Report Builder OR Report Builder (Lightning Experience)

            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
            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.
             
            Loading
            Salesforce Help | Article