3 : Bucket Columns in Salesforce Reports | Categorize Data Without Formulas! | Salesforce Reports
💡 Want to categorize data in Salesforce Reports without using formulas or custom fields? In this video, we’ll explore Bucket Columns—a powerful feature that helps you group data dynamically in reports! 📊
📌 0:00 - Introduction
🔹 Welcome back to the Salesforce Reporting Series
🔹 Recap of the last video on report formats
📌 0:13 - What Are Bucket Columns?
🔹 Introduction to Bucket Columns in Salesforce Reports
🔹 How they help categorize data without formulas or custom fields
📌 0:23 - Setting Up Course Enrollment Object
🔹 Using the Course Enrollment object from previous videos
🔹 Adding a new custom field: Total Score (Number data type)
📌 0:38 - Adding Student Scores
🔹 Populating scores for students to use in the Bucket Column
📌 0:57 - Creating a Report in Salesforce
🔹 Navigating to the Reports tab
🔹 Clicking New Report and selecting Course Enrollment as the report type
📌 1:17 - Adding Fields to the Report
🔹 Adding Student Name and Total Score columns
📌 1:25 - Creating a Bucket Column
🔹 Clicking the dropdown next to Total Score
🔹 Selecting Bucket This Column
📌 1:32 - Defining Performance Categories
🔹 Naming the bucket: Performance Category
🔹 Setting score ranges (Poor, Average, Good, Excellent)
📌 2:14 - Applying Bucket Columns & Final Output
🔹 Clicking Apply
🔹 Viewing categorized results in the report
📌 2:22 - Conclusion
🔹 Benefits of Bucket Columns in Salesforce
In our Salesforce Reporting Series, we’ve already covered different report formats. Now, we’re taking it a step further by categorizing student scores using the Course Enrollment object and the new Total Score field. 🎯
🔹 What You’ll Learn in This Video:
✅ How to create a Bucket Column in Salesforce Reports
✅ Categorizing student performance into Poor, Average, Good, and Excellent
✅ Enhancing data insights without extra fields or formulas
✅ A step-by-step demo using the Course Enrollment object
🔥 Watch till the end to become a pro at Salesforce Reports! If you find this helpful, don’t forget to:
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🎥 Watch Our Previous Videos in the Series:
📌 Ep 1: How to Create Reports in Salesforce → • 1 : How to Create Reports in Salesforce wi...
📌 Ep 2: Understanding Report Formats → • 2 : Report Formats in Salesforce Lightning...
📺 Watch the Full Playlist
🔗 • Channel Intro | Announcement of New Series...
🔗 Useful Links
🌐 Visit My Website: https://sk-daud-hassan-dev-ed.develop...
🤝 Connect With Me: / skdaudhassan
🚀 Stay tuned for the next video—bigger insights coming your way!
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