What is a bucket report?
A bucket is a custom category that you define in reporting. Bucketing is a report and documentation feature in Salesforce. This feature allows you, the user, to easily and quickly categorize the records of different reports. This allows you to do just that without having to create a custom field or creating a formula.
What is Bucket column in report?
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.
How do I use a bucket in Salesforce report?
Required Editions and User Permissions
- Edit a report.
- Find the column you want to bucket in the report preview, then click. | Bucket This Column.
- From Field, choose a field from the report type.
- From Bucket Name, enter a name for the bucket column.
- Add buckets and choose values for each bucket.
- Click Apply.
- Click Save.
What is field bucket used for?
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. Bucketing is a Salesforce report and documentation tool.
What is bucket in Salesforce report?
How many buckets can you have in a Salesforce report?
20 buckets
You can add up to five bucket fields per report, each with up to 20 buckets. In Salesforce Classic, from the Fields pane under Bucket Fields, hover over a bucket field and click . Or in the Preview pane, click the bucket field column menu and select Edit Bucket Field.
What is Bucket field in Salesforce reports?
What is Bucket field in Salesforce?
What is a matrix report Salesforce?
Matrix Reports in Salesforce are those where the data is arranged in grid format having rows and columns. Matrix Reports are a special report similar to a pivot table. Matrix reports are not uncommon and are useful for measuring trends. Matrix report has groups of data based on columns and rows.
What is a bucket field in Salesforce?
What is report in Salesforce?
Reports give you access to your Salesforce data. You can examine your Salesforce data in almost infinite combinations, display it in easy-to-understand formats, and share the resulting insights with others. Before building, reading, and sharing reports, review these reporting basics.
What is difference between summary and Matrix report in Salesforce?
Summary reports with no groupings show as tabular reports on the report run page. Matrix reports are similar to summary reports but allow you to group and summarize data by both rows and columns. They can be used as the source report for dashboard components.