 Hello friends, I am Sande Gupta. I welcome you on Sande Gupta Tech School. In this video, I am going to demonstrate the use of bucket feeds in reports. So before starting, if you want to watch more videos related to Salesforce, so you can go to description of this video. There you will find various links related to Salesforce playlist, so you can follow them. Now, now I'm going to create a new report. So let me take report type. So I'm choosing account as a report type. So here you can see it is showing tabular reports. So I'm first removing the standard filters. So all accounts and from here ranges all time. So all accounts of all time will be filtered out. So they will be visible now. So I'm refreshing it so that they will be visible. Yeah, so these are the default fields, right? So now you want to, if you want to create a field as for your own requirement. For example, if you see the rating, so here we have three ratings, cold, hot and warm, right? Now, whatever your requirement is, you want to group records based on two or three or more pick list values. So rating is a pick list and it is having three values. Now I want to group hot and warm field, sorry, I want to group those records where a pick list value is warm and hot. And cold will be displayed separately and in the report where this rating is not populated, it is blank. They will be grouped separately, right? So let me first show you one thing. So if I group this report with rating and if I run this, so here you can see the records where rating is not populated. They are 14, warm, five, cold, four, and hot, cold. So I'm going to group hot and warm. So further you will see nine records. Those belongs to warm and hot will be grouped together or a cold will be four and where rating is not populated, they will be 14 as it is. Now I'm going to tell you how you can create bucket field. So first we will apply that bucket field on somebody report and I will apply that on matrix report as well. So I'm removing this field, selecting rating from here so that it will be reflected, clicking on refresh. So now if you click on this dropdown, so here you can see the option, bucket this field. So you need to choose this. Now you need to provide a custom name so you will not be using rating field for grouping your records. You will be using this new name. So let's say rating bucket. So I'm providing this name. Now here I need to create the buckets. So I'm creating first bucket as hot and warm. And for this bucket I'm choosing warm. Yeah, so from here warm and hot I'm choosing and I'm moving it to this hot and warm. So you can see this bucket is having both the values. Now I'm creating one more. Its name is called cold. So clicking here and I'm moving it to cold. So hot and warm are having these two values and cold is having this. So whenever on any record, pick list value for rating is hot and warm, so they will be grouped together and cold will be grouped together. And if any record that is not having any rating populated so you can check this checkbox so that bucket remaining values as other. So one more column will be there named as other having those reports where rating is not populated. So now you don't need to use rating you need to use rating bucket as a field. So I'm clicking on apply. So here you will see one more field will be created. That is known as bucket field. So now, if I refresh so that will reflect here as well. Yeah, here you can see it is available. So for hot you can see it is showing hot and warm or blank it is showing other for cold it is showing cold. So for warm it is also showing hot and warm. So now I'm going to apply this bucket field as grouping for grouping. So I selected that. Now I'm running the report. So you will see the change now. So here you can see hot and warm are grouped together. They are total nine. So earlier, what was 1234 and bomb was five they were displayed separately now they are displayed together. So this is a folder for four. So they are grouped together and the blank one are displayed as other they are 14 so earlier they were also 14 so they are displayed here. So this way if you want to group your record based on two or three pick list value so for that purpose you can create bucket fields. So this I demonstrated you for summary report. And the working of bucket field for matrix report as well. So I'm removing this from here. So I'm choosing type for low and rating for column. So first understand this with the base field. I'm running this, and then I will be using the bucket field. So here you can see blank is displayed as dash. All the fields based on their pick list values are grouped separately and at left inside you can see the type. So now instead of applying rating, I will be applying a rating bucket field. So clicking on edit and removing this rating and I'm choosing rating bucket field. So if you click on run, so you will see the difference now. Hot and normal group together and grouping is based grouping is now based on this rating bucket field. Holder group together and remaining are shown under under the category as other. So this way I'm using this bucket field in matrix report as well. And if I click here, so you can see four reports are displayed. So they are either related to both or more. So this way you can see here, they are related here. So this way you can apply your bucket field. So this bucket field I have created for pick list values. So, so now after that I removed both the groupings for rows and columns as well. So now we are seeing the table report again. So now I will tell you how you can apply the bucket on numeric fields. So here annual revenues are numeric field. So it is having various values populated. So clicking here, clicking on bucket this field. So here I'm typing AR bucket annual revenue bucket. So this is a new field name. So I will not be using annual revenue. I will be using this. So here you can see two options are available less than equals to a greater than. So here I'm putting the numbers. So yeah, so if annual revenue field value is less than equals to this, then this bucket will be showing those reports. And if it is greater than this, so I'm putting less and more as right. And if you want to apply more categories, so you can click on add and you can apply in between value as well. So I'm right now removing that and treat empty annual revenue values in the report as zero. So you can check this checkbox if empty values are there. So they will be treated as zero and they will count in less. So I'm clicking on apply. Now here I'm going to select that field. So here bucket field running the report. So here you can see the annual revenue which is equal to this value. I put this value. So if annual revenue is equals to this value or less than this value, then they will be grouped with less. And if it is more than they will be group. So this name you can choose as per the requirement, but this way you can choose the pocket field so that you can group the values. Right. So I hope you understood this thing. Like how we can create pocket field for numbers and pick list. So let me show this for matrix report as well. I'm choosing type for rows and they are bucket for columns and running the report. So let's see what happens here. So these are the types and these are buckets. So accordingly results are displayed. So they are grouped on bucket. So total 12 records. We are values less and zero is where values more and accordingly results are displayed. So this way you can apply your bucket fields for both summary and matrix reports. So I hope you understood how we can create bucket fields for pick list values and for number values. So mostly we use those for these two type of fields. So apply those in your projects or assignments. And if you want to watch more reports and dashboard related videos, go to description of this video. There you will find link of various playlist related to Salesforce. So you can follow them. Thank you for watching this video.