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?
4 answers
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
