Jonathan, a sales manager, is reviewing last year’s sales report to identify high-value customers. He categorizes the “Annual Revenue” column into segments like:

• Occasional Customers

• Low-Value Customers

• High-Value Customers

How to Add Numerical Categories:  

1. Open your report, click Edit, and then click the + icon to add category columns.

2. Choose the numerical field you want to categorize and name your new column.

3. Define ranges for each category by setting minimum and maximum values.

Key Points:

• Continuous ranges ensure no data is left uncategorized.

• Add up to 10 categories, plus system-defined minimum and maximum ranges.

• You can include two category columns in row or column groups.

Picklist-based Category Columns  

Picklist-based columns let you organize text values for better data comprehension.

Example Use Case:  

Jonathan now wants to analyze customer distribution by region. He creates a category column based on the “Country” field and segments customers into:

• North

• South

• East

• West

This helps him understand where the majority of his high-revenue customers are located.

1. Open your report, click Edit, and then click the + icon to add category columns.

2. Select the picklist field to categorize and name your column.

3. Create categories and assign relevant values to each.

Key Points:

• Add up to 10 categories with 20 values each.

• Include two category columns in row or column groups.

Important Notes and Limitations  

• These category columns are specific to individual reports.

• Not available for joined reports—any category columns in included reports will be removed.

• Filters and cross-report usage are not supported for category columns.
  

For more details visit pfc-group.com.