---
schema_version: "1"
id: 4204d2ebd7972026e16e32830aa2f2b9d57e30f05bfc52ae3863a3e2cdea006d
title: "Text Bucketing Example: Strategic Accounts"
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/reports_bucketing_text_example.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.reports_bucketing_text_example.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d1ecbc96b725b2958160312e1ec112336320597bfdcb7be41c4720a98ce7e73b
description: Use a text bucket to sort accounts into general categories that you can act on.
products:
  - Cross Cloud
release: "264"
---
# Text Bucketing Example: Strategic Accounts

Use a text bucket to sort accounts into general categories that you can act on.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Enhanced Folder Sharing and Legacy Folder Sharing</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d61242e78">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d61242e78 ">To create, edit, and delete reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d61242e78 ">
              <dl>

                <dt style="font-weight:bold;padding-top:.25rem;">Legacy Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Create and Customize Reports <p>AND</p>
                  <p style="margin-bottom:0;">Report Builder</p>
                </dd>


                <dt style="font-weight:bold;padding-top:.25rem;">Enhanced Folder Sharing</dt>

                <dd style="padding-left:1.5rem;padding-bottom:.5rem;">Create and Customize Reports <p>AND</p>
                  <p style="margin-bottom:0;">Report Builder</p>
                </dd>

              </dl>
            </td>

          </tr>
        </tbody>
      </table>

1. Create or edit a standard account report, making sure at least a few records appear in the report.
2. In the Fields pane of the report builder, double-click **Add Bucket Field** or drag it into the report.
3. For Source Column, select Account Name.
4. For Bucket Field Name, enter Strategic.
5. Click **New Bucket** and name the bucket IBM.
6. Click **New Bucket** and name the bucket Dell.
7. Click **New Bucket** and name the bucket HP.
8. To show the available values, leave the **Search for values...** box empty and click **Search**.
9. Select values and drag them into the appropriate buckets.
10. Enable Show unbucketed values as “Other”.
11. Click **OK**.

![Edit Bucket Field dialog with the three buckets configured](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-analytics-264-0-0-production-enus/295fead5-b71d-4e1c-9886-4af4d53400b6/analytics/images/rd/reports_buckets_text_example.png)

#### See Also

- [Edit a Text Bucket Field](https://help.salesforce.com/s/articleView?id=analytics.reports_bucketing_text.htm&release=264.0.0&type=5 "A text bucket helps you sort out values that consist of words or phrases.")