Students - Current students, there is a picklist field in Contact
Young Alumni - 0-5 year since graduation, we have a custom Degree object that shows Class Year
Young Age Group - Age 35-44, we have birthdate field in Contact
Middle Age Group - Age 45-54
Senior Age Groupo - Ages 55+
Young Alumni > Young Age Group when a Contact falls into both categories.
Is it possible to use grouping/buckets to include the above categories in a single summary report? Would it be easier to make a new field for this and use Process Builder instead?
Thanks in advance,
2 件の回答
Hi Richard,
You won't be able to do this via a Bucket because you are trying to create the bucket groupings based on values from 2 different fields.
What I would suggest is to create a Custom Formula Field on the Contact Object that takes into Account all of your scenarios and returns a text values based on the grouping names you want. Then, create your report using just that field as the grouping.
Doug
