Categorize Date Column Values into Buckets

In Salesforce Data Pipelines, Data Prep provides transformations that allow you to prepare, clean, and transform your data. For example, you can use a transformation to create a calculated column based on a formula. You add transformations inside a Transform node. You can string together multiple transformations to manipulate data sequentially.

Required Editions

Categorize Date Column Values into Buckets

User Permissions Needed
To manage and create a recipe:	Edit CRM Analytics Dataflows OR Edit Dataset Recipes

In the Transform node of a Data Prep recipe, select the date column in the Preview tab.
In the Transform toolbar, click the Bucket button () to define the buckets.
Select whether to use absolute or relative dates.
Absolute dates are defined dates on a calendar, like July 25, 2023. Relative dates are a time period in relation to the day the data is viewed, like last quarter, or next month.
Select .
Enter a label for the first bucket.
The first bucket is for the earliest date range. Each subsequent bucket must have a later date range than the previous bucket.
Select the date range for this bucket.
Click Add.
To create another bucket with a later date range, click and specify the details.
To place null values into their own bucket, select Bucket null values.
Under Show Results In, select whether the new bucket values appear in a new column and what happens to the original column.
If you elect to create a column, set its label under Column Label.
Click Apply to add the transformation to the Transform node. The Preview tab shows the new bucket column.
To view the Graph area, click the Collapse button ().
Save the recipe.