Let's do Bucketing
What is the Bucket Field in Salesforce? The Bucket Field in Salesforce is a valuable feature that allows you to rapidly categorize values for a field in a report without having to create a custom formula field at the object level. In reporting, a bucket is a custom category that you create. You can 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.
This feature allows you, the user, to categorize the records of different reports easily and quickly. This allows you to do just that without having to create a custom field or creating a formula. Additionally, one may use the report's sorting, filtering, and grouping features with the help of these bucket columns, just like they can with any other column in the report.
This functionality is accessible in several Salesforce versions. Bucket Field Salesforce Lightning Experience, Classic, Developer Edition, Unlimited, Performance, and Enterprise are among the available versions. This reporting option is accessible in both Legacy Folder Sharing and Enhanced Folder Sharing.
For example, you might find it helpful to organize your accounts according to the categories listed here:
Corporate (for customers with 100 to 1000 employees)
Small and Medium-Sized Enterprises (for accounts with 10 to 100 employees).
Single-Owner Home-Based Office (for accounts with 1 to 10 employees).
Big Business (accounts with more than 1000 employees).
Creating a salesforce bucket field allows you to generate a set of predefined buckets that can be used to organize data in reports. For your convenience, I have included detailed instructions on how to create this bucket report in Salesforce.
Navigate to the fields pane in the report builder.
Then double-click on the "Add bucket field" button. Or you can create a bucket field by dragging the item into the report preview. The same happens when selecting a field in a report's column menu.
When the drop-down menu appears, pick "Bucket this field."
Next, make some changes to the newly made bucket field.
That field requires a type selection. Several fields are available, such as the
* Picklist bucket field,
*Text bucket field,
* Numeric bucket field.
Adding a Bucket Column
Let’s go through in more detail how to add a new bucket field in Salesforce. Follow these steps to add or create a bucket field in a detailed manner:
Step 1: First, open the dashboard and select "New report" from the menu.
Step 2: When a dialogue box appears, select the report type you want to create before clicking the Continue button.
Step 3: This is how the report will seem; suppose you want to add a bucket field by grouping the attributes within the salutation field.
Step 4: Double-click the arrow next to Columns in the left-aligned menu to add a bucket field. Dragging a bucket field into the report preview will also initiate the generation process. It can also be accomplished using the report's column menu to choose a field.
Step 5: Now the edit bucket field dialogue box will display; the group and the attributes. Click on the "Add bucket" button.
Step 6: We add the values of our buckets and give each one a name. We also have a name for our bucket. In this case, there is a male bucket and a female bucket.
Step 7: The next step is to look at our values that still need to be placed into a bucket and place them there—both Mrs. and Ms. Titles will be made available for women.
Step 8: Click on the Mr. Attribute is also a select male bucket in the same manner.
Step 9: Selecting "Bucket remaining values as other" allows you to keep any ungrouped characteristics separately.
Step 10: When you click the "Apply" button, the specifications will be applied to your characteristics and bucketed accordingly. In this part of the article, you will see how the many types of greetings have been compiled and a column that categorizes people according to their gender.
Step 11: First, select the field's data type. Available bucket fields can store either text, a picklist of options, or even numbers.
Edit the Bucket Column
Editing a bucket column is necessary whenever it is necessary to add, remove, or update the buckets in the column.
Edit the report as needed.
To edit the bucketing column in the report preview in lightning experience, click the icon with additional actions on it and then select the edit bucket column.
To edit a bucket field while using salesforce classic, move your mouse pointer over the field you wish to modify, then click the icon that resembles a pencil when it appears. These will allow you to make changes to the bucket field. You can also select the edit bucket field by clicking the bucket field column menu in the preview pane and selecting it from the drop-down menu.
The Edit Bucket Column option is open at this point.
You are free to modify the existing buckets and values at any time.
Hit the "Apply" button.
Select the "Save" option.
Delete the Bucket Column
If you remove a column from a bucket, it won't affect the underlying data fields. When you remove a column from a bucket in the report preview, it will also be removed from the Columns section. If a column from a bucket is deleted in error, you can get it back by using the undo command.
Edit the report as needed.
Find the bucketing column you wish to delete in the report preview, then click the Delete Bucket Column button. Another option is to navigate to the Columns area, locate the bucketing column, and click the X button.
Select the Save option.
*Bucket Field Limitations
· Per Bucket Field, the maximum number of buckets permitted is 20. Bucket Fields cannot be generated
against Custom Summary Formulas. Per the report, there are a total of 5 bucket fields that may be used.
· Bucket fields can not be used in multiple reports, only in the report in which they were initially generated.
· Record type: The fields that come standard with the record type cannot be bucketed. Reference:https://trailhead.salesforce.com/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/group-and-categorize-your-data