I have a dashboard with filters and we have run out of values to add to the filter, Is there a better way on a report maybe to have ids grouped to certain values and we can filter on those?
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Eric Burté (DEVOTEAM)Hello @Catriona Cassidy you have around 20 possible values per bucket (see the considerations here : https://help.salesforce.com/s/articleView?id=000385482&type=1)
An ID is not a good field to group by / to bucket. You should use relationships to maybe leverage a field from a parent / the lookup'ed record, to avoid an ID grouping. A formula field could be a possible way to operate that way.
How to add a bucket column :
https://help.salesforce.com/s/articleView?id=analytics.reports_bucketing_adding.htm&type=5
Eric
@Catriona Cassidy I've seen use cases where fields are created for use specifically in reporting. If you have a better way of organizing the Account IDs, you could create a formula field to assign a custom value to certain accounts based on different fields. For example, assigning a "Customer" value to different Account Types of Active, Churning, etc.
Does a bucket on a report have a limit to its values? Its something similar to an Account Id but yes the limited numbers on the filter dashboard is causing the issue.
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Eric Burté (DEVOTEAM)
Hello @Catriona Cassidy
you can group it either on a field (industry, type ...), or on a bucket of values for a specific field.
However, indeed dashboard filtering is not very convenient (limited filters number, value to explicit...). What is the type of filters you want to add ?
Eric
