Categorizing report data with bucketing
This process allows us to segment report data on the fly. It does so by defining a set of categories or buckets to sort, group, or filter records. Let's start with a business use case.
Say David Guzman is working as System Administrator at Universal Containers. He has created a summary report in the account object group as per the industry, as shown in the following screenshot:
At Universal Containers, they are currently using 31 industries. Their VP of Sales finds it very difficult to analyze the data. He or she wants to categorize industries in two parts: profit and non-profit.
Perform the following steps ...
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