Quick summary
A bucket field in Salesforce Lightning lets you group report values into custom categories without creating a formula field. This demo walks you through the exact steps to create a bucket field directly inside any Salesforce report.
Steps
- Click the gear icon at the top-right of your Salesforce dashboard to open settings.
- Scroll down in the menu and select Reports.
- Choose a report from the list to open it.
- In the left panel, find and select the field you want to group into buckets.
- Click the dropdown button next to the selected field to reveal field options.
- Click 'Bucket This Field' or 'Bucket This Column' from the dropdown menu.
- Give the bucket field a name, then create categories and define value ranges or select specific values.
- Once done, click 'Apply' to save and activate your bucket field in the report.
