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Salesforce Reports Bucketing Cheatsheet

Salesforce Reports Bucketing Cheatsheet

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USING BUCKET FIELDS

Summary
Bucketing lets you quickly
categorize report records
without having to create a
formula or a custom field

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

Adding and Editing Bucket Fields
Take one of the following steps
To add a bucket field In the Fields pane of the report builder doubleclick Add Bucket Field or
drag it into the report preview You can add up to five bucket fields per report each with up to
buckets

In Salesforce Classic from the Fields pane under Bucket Fields hover over a bucket field and click
Or in the Preview pane click the bucket field column menu and select Edit Bucket Field

Edit the bucket field according to the field type
Editing Numeric Bucket Fields
Editing Picklist Bucket Fields

Last updated February

Using Bucket Fields

Editing Numeric Bucket Fields

Editing Text Bucket Fields

Editing Numeric Bucket Fields
In the Edit Bucket Field overlay for a numeric field
For Source Column select the field you want to bucket
Enter a bucket field name This appears as the column name in the report
Since a bucket field is intended to have multiple buckets known as ranges in numeric bucket fields
within it a good name for a bucket field describes the scope of the ranges For example a bucket field
named Size could have ranges of Small Medium and Large
Define your ranges by entering a number and a name The range names appear as values in your new
column
Each range is greater than the lower number up to and including the higher number
To remove all ranges and start over click Clear All
To move all empty values to the bucket containing the value zero enable Treat empty source
column values in the report as zeros

If this is disabled unbucketed values appear as a dash in the column

Click OK

In a report numeric bucket columns are sorted by range values

Numeric Bucketing Example Deal Size
To gain insight into your deals use bucketing to group by deal size instead of looking at individual deals
This lets you concentrate on the large deals that affect your quota the most
Create or edit a standard opportunity report
In the Fields pane of the report builder doubleclick Add Bucket Field or drag it into the report
For Source Column select Amount
For Bucket Field Name enter Deal Size
Under Define Ranges enter in the first row This represents the maximum for a small deal
Name this range Small
Click Add and enter in the second row This represents the maximum for a mediumsize
deal Name this range Medium
By default the last range is any amount over the previous range You dont need to enter a number
for this range Name this range Large

Click OK

Using Bucket Fields

Editing Picklist Bucket Fields

With numeric bucket fields each range is greater than the lower number up to and including the higher
number Once youve set up this bucket field amounts will be bucketed as follows
Amounts

Bucket

or less

Small

to

Medium

or more

Large

Editing Picklist Bucket Fields
The following picklist types cant be bucketed
Record types
Divisions
Multivalue picklists
The Type picklist in Activity reports
In the Edit Bucket Field overlay for a picklist field
For Source Column select the field you want to bucket
Enter a bucket field name This appears as the column name in the report
Since a bucket field is intended to have multiple buckets within it a good name for a bucket field
describes the scope of the buckets For example a bucket field named Priority could have High
Medium and Low buckets
Important Picklist bucket names must include one or more letters or symbols If a picklist
bucket field includes a bucket whose name contains only numbers the bucket field cannot be
saved

Using Bucket Fields

Picklist Bucketing Example Industry Types

To create a bucket click New Bucket and enter a bucket name Create multiple buckets to group
your report records
To find a particular value in the list of values type the first few characters of its name in the Quick Find
box As you type items that match your search terms appear in the menu
Select values and drag them into a bucket Alternatively select values click Move To and select a
bucket or enter a new bucket name
While youre bucketing values use these functions as needed
To show all the values in the report click All Values
To show the values for a particular bucket click the bucket name
To remove values from a bucket select the values and drag them to another bucket or drag them
to Unbucketed Values
Note You can bucket only active picklist values Inactive picklist values arent shown
To move all unbucketed values into a bucket named Other enable Show unbucketed values
as Other If this is disabled unbucketed values appear in the bucket column with the value
name

Click OK

In a report picklist bucket columns are sorted by the bucket position as shown in the Edit Bucket Field
dialog box followed by Other if Show unbucketed values as Other is enabled or the
unbucketed picklist item names if Show unbucketed values as Other is disabled

Picklist Bucketing Example Industry Types
Create or edit a standard accounts report making sure at least a few records appear in the report
In the Fields pane of the report builder doubleclick Add Bucket Field or drag it into the report
For Source Column select Industry
For Bucket Field Name enter Industry Types

Click New Bucket and name the bucket IT

Click New Bucket and name the bucket Bio Tech
Click New Bucket and name the bucket Telecom
Select values and drag them into the appropriate buckets
Enable Show unbucketed values as Other

Click OK

Using Bucket Fields

Editing Text Bucket Fields

Editing Text Bucket Fields
The following text types cant be bucketed
Text area
Text arealong
Text arearich
Text areaencrypted

URL

Date
DateTime
In the Edit Bucket Field overlay for a text field
For Source Column select the field you want to bucket
Enter a bucket field name This appears as the column name in the report
Since a bucket field is intended to have multiple buckets within it a good name for a bucket field
describes the scope of the buckets For example a bucket field named Region could have East
West and Central buckets
To create a bucket click New Bucket and enter a bucket name Create multiple buckets to group
your report records
To find a particular value in the list of values type all or part of its name in the Search for values
box and click Search or leave the box empty and click Search
The search returns up to values

Using Bucket Fields

Text Bucketing Example Strategic Accounts

Select values and drag them into a bucket Alternatively select values click Move To and select a
bucket or enter a new bucket name
While youre bucketing values use these functions as needed
Use Enter Values to enter the exact name of a value you want to bucket or to bucket values that
may appear in your report later
To show the values for a particular bucket click the bucket name
To remove values from a bucket select the values select Move To and select a bucket or enter
a new bucket name
To move all unbucketed values into a bucket named Other enable Show unbucketed values
as Other If this is disabled unbucketed values appear in the bucket column with the value
name

Click OK

In a report text bucket columns are sorted in alphanumeric order

Text Bucketing Example Strategic Accounts
Create or edit a standard account report making sure at least a few records appear in the report
In the Fields pane of the report builder doubleclick Add Bucket Field or drag it into the report
For Source Column select Account Name
For Bucket Field Name enter Strategic

Click New Bucket and name the bucket IBM

Click New Bucket and name the bucket Dell

Click New Bucket and name the bucket HP

To show the available values leave the Search for values box empty and click Search
Select values and drag them into the appropriate buckets
Enable Show unbucketed values as Other

Click OK

Using Bucket Fields

Text Bucketing Example Strategic Accounts

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