• Number-based category columns - Group numeric field values into user-defined categories.
  
• Picklist-based category columns - Group picklist field values into user-defined categories.
  

• Enables users to define categories for vast data sets.
  
• Users can customize category names according to their business needs.
  
• Convert random data into meaningful segments that your business can target.
  
• Grouping the data can provide insights into the segments that are either performing well, underperforming, or emerging, as well as those that contain invalid information.
  

Number-based category columns

1. Select a report, click Edit, and click the + icon to add category columns.
   
2. Select the source column whose numerical values you want to categorize and name the column.
   
3. Create categories by adding category names and their range values. Add low range and high range values whose ranges will be automatically set based on your range inputs.
   
   

Note:

The numeric fields supported are number, long integer, currency, percent, decimal, formula, and roll-up summary.

We've ensured that range values are continuous to prevent any report value from falling into the uncategorized section unintentionally.

Limits

• Apart from the two system-defined minimum and maximum categories, you can add up to 10 categories to group values from the report.
  
• You can add up to two category columns to row groups and column groups.

Picklist-based category columns

1. Select a report, click Edit, and click the + icon to add category columns.
   
2. Select the source column whose picklist values you want to categorize and name it.
   
3. Create categories and select values to add to them. Add new categories when needed.
   
   

Limits

• You can add up to 10 categories and up to 20 values for each category.
  
• You can add a maximum of two category columns to row groups and column groups.
  

Points to remember while creating category columns

• Added category columns are report specific.
  
• You can't create category columns for joined reports. If you create a joined report that contains reports that have category columns, those category columns will first be removed before creating a joined report.
  
• You can't filter reports based on category columns, nor use these category columns in other reports.