--- schema_version: "1" id: 15f6ee1de962f335b227277bc82fba4b5708a1046cd7ea38e7f73b5457625389 title: Categorize Dimension Column Values into Buckets collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_integrate_recipe_transformation_bucket_dimension.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_integrate_recipe_transformation_bucket_dimension.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: a261b7d08934ad61cf27cf0f1de52835948969c3b96876f760a2ab47ee5f1a95 description: In CRM Analytics, use a bucket column in a Data Prep recipe to categorize and organize text values. For example, you can create buckets West, Central, and East to group regions. products: - CRM Analytics - Cross Cloud release: "264" --- # Categorize Dimension Column Values into Buckets In CRM Analytics, use a bucket column in a Data Prep recipe to categorize and organize text values. For example, you can create buckets West, Central, and East to group regions. ### Required Editions ## Categorize Text Column Values into Buckets In CRM Analytics, use a bucket column in a Data Prep recipe to categorize and organize text (dimension) values. For example, you can create buckets West, Central, and East to group regions.
User Permissions Needed
To manage and create a recipe: Edit CRM Analytics Dataflows OR Edit Dataset Recipes
1. In the Transform node of a Data Prep recipe, select the text (dimension) column in the Preview tab. 2. In the Transform toolbar, click the Bucket button (![Create bucket button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_data_prep_bucket_icon.png)) to define the buckets. ![The left panel provides options to define the buckets.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_bucket_dimensions_edit.png) 3. Click ![Add bucket button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_data_prep_recipe_add_filter_condition_button.png). 4. Enter a label for the bucket. Click ![Add bucket terms button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_data_prep_recipe_add_filter_condition_button.png) to add bucket terms. ![The Define Range modal allows you to set the bucket label and add terms.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_bucket_define_dim_bucket.png) 5. Select an operator and a value. ![The term modal allows you to set the term operator and value.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_bucket_define_dim_bucket_terms.png) In the Value box, search for and select the values to be assigned to this bucket. For direct datasets and datasets, you can search for all values. Otherwise, you are limited to preview data. If a value doesn’t appear in the list, adjust your sample size or refine your search. You can select from the list of available values or click **Add new value** and enter a custom value. 6. Click **Done**. 7. To add more terms, click ![Add bucket terms button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_data_prep_recipe_add_filter_condition_button.png) again. 8. Click **Done** when you have entered all of the terms for your bucket. 9. To create more buckets, click ![Add bucket button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_integrate_data_prep_recipe_add_filter_condition_button.png) and select another label and the values to assign to the bucket. 10. To place null values into their own bucket, select **Bucket null values**. 11. To place values not otherwise bucketed together in a bucket, select **Bucket remaining values** then specify the name for this group. 12. To bucket similarly spelled values together, select **Apply smart bucketing**. To change the edit distance, use the Distance Threshold slider. Einstein uses the [Levenshtein distance](https://en.wikipedia.org/wiki/Levenshtein_distance) for fuzzy matching. The default edit distance is set to 1, which means that a single-character edit is allowed for text matching. For example, with an edit distance of 2, variations such as flavor, Flavor, flavour, and flavors can all belong in the same bucket. By default, differences in uppercase and lowercase characters are ignored. 13. Under Show Results In, select whether the buckets appear in a new column and what happens to the original column. 14. If you elect to create a column, set the label under Column Label. 15. Click **Apply** to add the transformation to the Transform node. The Preview tab shows the new bucket column. 16. To view the Graph area, click the Collapse button (![Collapse button](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/resources-global/analytics/images/bi_button_collapse.png)). 17. Save the recipe. After you run the recipe, you can view the bucket assigned to each row in the bucket column.