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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.