Book Image

Salesforce Reporting and Dashboards

By : Johan Yu
Book Image

Salesforce Reporting and Dashboards

By: Johan Yu

Overview of this book

Table of Contents (18 chapters)
Salesforce Reporting and Dashboards
About the Author
About the Reviewers

Categorizing data in reports

You learned about using the summary report format to group reports into multiple levels with available fields. Reports will be shown in groups, with the number of groups depending on the values returned for the fields used in grouping.

What if we need to put multiple values of a field into one category? Creating a formula field with a CASE() function may be one of the solutions, but think about how often that formula field will be used, maybe just for a report. Is the category standard for the entire organization, or only for a report?

If the answer is only for one or a smaller number of reports, and it is not standard for the whole organization, then creating a new formula field is not a good solution. Furthermore, there is a maximum number of formula fields that you can create in an object, depending on your Salesforce edition. The bucket field comes into the picture for the preceding scenarios.

The bucket field

So what is a bucket field? It is a functionality...