You can create something called ‘Bucket’ field in Salesforce. With Bucket fields you can categorize the records in the report itself and on the fly. You don’t need to create a custom field on the object for this.
For example, let say that if you are creating a report on Opportunity and want to categorize the opportunities in the buckets of ‘small’, ‘medium’ & ‘large’ based on the opportunity amount. You don’t need to define this category as a formula field on the Opportunity object. You can create a bucket field in the report and categorize opportunity records on the fly in report itself.
And then once you have created the bucket field, you can also use this in a formula field in the report. So, if I continue from the example above, now let’s say that I want to calculate what % of these opportunities are small opportunities, what % is medium & what % is large opportunities.
If you were not aware of these capabilities of Salesforce reports, you are in for a pleasant surprise. In this step-by-step guide we will take a look at
- How to add a bucket field to the report
- How to use the bucket field in a formula field
And it won’t take more than 15-20 minutes of your time to understand all this. So let’s dive right in.