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In this demo we will show you how to use bucketing within the Report builder.
This lets you group data on the fly into buckets without having to create custom formulas.
You can create three types of buckets: numeric, picklist and text.
For this example, let's say I am a sales manager and I want to group my teams opportunities
by size. I select an amount field and select "Bucket
this field." Let's call this field "Deal Size" and let's
add appropriate ranges for my deal sizes. Let's call deals worth less than 25 thousand
dollars "small." Let's say "Medium"-sized deals are worth 25
thousand to a million dollars... and anything over a million dollars is "Large."
When we group our report by this new column, we can see at a glance where we might want
to focus our efforts. We can also filter by this new bucket, just
as we can with any other column.
Picklist buckets are good for combining related values into logical sets to simplify your
data. In this example, let's assume our sales team
is focusing on Technology and Finance firms and we need to group account industries into
these new segments. We double click on the bucket field, select
"Industry" as a source column and name the bucket field "Segment."
Next, we create two new buckets called Technology and Finance.
We find all Technology-related industries and drag them over to the Technology bucket.
We do the same for the Finance industries. The rest of them we'll just call "Other."
In less than a minute, we have created a new field in our report that gives us a much better
picture of the market segments our sales team can focus on.
Just as with numeric buckets, we can group, filter or add this new field to our graph.
With text buckets, it doesn't matter anymore if some of your data isn't perfectly clean.
For example, we have multiple Accounts for Acme Corporation in the pipeline, because
each opportunity was entered under a different Acme account. To solve this issue, we would
like to see a single instance of Acme Corporation instead.
We'll use a text bucket to gather up all the Accounts that have Acme in the company name
field and with few clicks we've resolved this data quality issue.
That's a quick look at how bucketing lets you group data into various ranges and segments
without a need for complex custom fields or formulas. It's fast and simple, and you can
do it right in the report builder. To learn more, go to the Bucketing overview
in the online help.