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I am trying to create a report that will do a bucket on the summary (by count) of a field in a custom object
I have a custom object: License, with a n-1 relation to Account.
I added a formula field Number(1,0) = 1 on License, in order to be able to count how many licenses, each account has
What I need to accomplish now, is to be able to bucket the Count field. (pie chart for the display)
I have trouble fulfilling this last piece.
click new report, choose accounts and contacts (ingnore subfeilds), then click run report. After you are viewing the full report, you can summarize information by your custom fields / objects
Config Only
Without resorting to apex you're best option is going to be switching the relationship to a master-detail. With the addition of a roll-up field you can use the count for filtering and bucketing (although this may require a formula field) in your reports.
Apex
Alternatively, if a master-detail isn't an option (usually the case if not all licenses are related to accounts), you'll want to build out a trigger to do the roll-up for you.
AppExchange
Finally, if you're okay with results not being real-time the free Rollup Helper which lets you define custom rollups with points not clicks.
Reporting
Ideally you should be able to create a report formula field and then bucket it, but that doesn't appear to be possible at this time.
Hi @Saariko If you want to get count of summary fields.My suggestion is to create a summary report and create a formula like count of All summary levels in selection.It is the best one because I had created recently a report like no of contacts on every account.
For Reference :
I think it resolves your problem.
