Browse


Narrow Search

Feature
Role
Can't find what you need?
Contact Us

Reset Search
    Search Knowledge Base
 
Article

Categorizing Report Data with Bucketing

« Go Back

Information

 
Summary
-
Previous: Building Reports with Cross Filters

Create a bucket field to contain the buckets into which you will organize your report data. You can add up to five bucket fields per report, each with up to 20 buckets.

  1. In the Fields pane of the report builder, double-click Add Bucket Field or drag it into the report preview. You can also click a column menu for a field in the report and select Bucket this Field.
  2. Edit the bucket field according to the field type.
  • Edit a Numeric Bucket Field
    1. For Source Column, select the field you want to bucket.
    2. Enter a bucket field name. This appears as the column name in the report. Since a bucket field is intended to have multiple buckets (known as "ranges" in numeric bucket fields) within it, a good name for a bucket field describes the scope of the ranges. For example, a bucket field named "Size" could have ranges of "Small," "Medium," and "Large".
    3. Define your ranges by entering a number and a name. The range names appear as values in your new column. Each range is greater than the lower number up to and including the higher number.
    4. To remove all ranges and start over, click Clear All.
    5. To move all empty values to the bucket containing the value zero, enable Treat empty source column values in the report as zeros. If this is disabled, unbucketed values appear as a dash (-) in the column.
    6. Click OK.
  • Edit a Picklist Bucket Field
    1. For Source Column, select the field you want to bucket.
    2. Enter a bucket field name. This appears as the column name in the report. Since a bucket field is intended to have multiple buckets within it, a good name for a bucket field describes the scope of the buckets. For example, a bucket field named "Priority" could have "High," "Medium," and "Low" buckets.
    3. To create a bucket, click New Bucket and enter a bucket name. Create multiple buckets to group your report records.
    4. To find a particular value in the list of values, type the first few characters of its name in the Quick Find box. As you type, items that match your search terms appear in the menu.
    5. Select values and drag them into a bucket. Alternatively, select values, click Move To, and select a bucket or enter a new bucket name. While you're bucketing values, use these functions as needed:
      1. To show all the values in the report, click All Values.
      2. To show the values for a particular bucket, click the bucket name.
      3. To remove values from a bucket, select the values and drag them to another bucket, or drag them to Unbucketed Values.
    6. To move all unbucketed values into a bucket named "Other," enable Show unbucketed values as "Other." If this is disabled, unbucketed values appear in the bucket column with the value name.
    7. Click OK.
  • Edit a Text Bucket Field
    1. For Source Column, select the field you want to bucket.
    2. Enter a bucket field name. This appears as the column name in the report. Since a bucket field is intended to have multiple buckets within it, a good name for a bucket field describes the scope of the buckets. For example, a bucket field named "Region" could have "East," "West," and "Central" buckets.
    3. To create a bucket, click New Bucket and enter a bucket name. Create multiple buckets to group your report records.
    4. To find a particular value in the list of values, type all or part of its name in the Search for values... box and click Search, or leave the box empty and click Search. The search returns up to 200 values.
    5. Select values and drag them into a bucket. Alternatively, select values, click Move To, and select a bucket or enter a new bucket name. While you're bucketing values, use these functions as needed:
    6. Use Enter Values to enter the exact name of a value you want to bucket, or to bucket values that may appear in your report later.
      1. To show the values for a particular bucket, click the bucket name.
      2. To remove values from a bucket, select the values, select Move To, and select a bucket or enter a new bucket name.
      3. To move all unbucketed values into a bucket named "Other," enable Show unbucketed values as "Other." If this is disabled, unbucketed values appear in the bucket column with the value name.
    7. Click OK.
 
Next: Using Joined Reports

Feedback

 

Was this article helpful?



   

Feedback

Please tell us how we can make this article more useful.

Characters Remaining: 255

 

Apto