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Bucketing & Grouping

Continuous things do not group themselves. Hand a column a time unit, an equal-width step or a list of breakpoints, and the query hands back labelled bands with a sort key that holds their order.

Assigning a row to a band

4 of 8 rows read
Banding
boundaries: 50 · 250 · 1000
accounts.employee_count
INTEGER
  • 32<50
  • 840250 – 1K
  • 11<50
  • 2,4001K+
  • 18650 – 250
  • null
  • 95
  • 1,120
Label expression · the arm that matched is lit
CASE
WHEN employee_count IS NULL THEN '(none)'
WHEN col < 50 THEN '<50'
WHEN col < 250 THEN '50 – 250'
WHEN col < 1000 THEN '250 – 1K'
ELSE '1K+'
END
Sort key
CASE … THEN 0 / 1 / 2 / ELSE 3 END
Bands the group by produced
  • <50sort 02
  • 50 – 250sort 10
  • 250 – 1Ksort 21
  • 1K+sort 31
  • (none)sort null0
Widget banding wins, then the field default, then a date column bands itself from the window length · a time unit aimed at a numeric column is dropped rather than run, so the chart still draws while the mismatch is fixed
Breakpoints are how an uneven split gets made: small, medium and enterprise are not equal-width and never will be. The boundaries must be distinct, because a duplicate produces a CASE arm no row can ever reach and the chart quietly ends up one band short of what was authored.
0
ways to band a dimension
0
time units on offer
0
bands in one banding

Product figures from the platform’s own defaults - not customer averages

The mechanism

How it works.

01

Three ways to band

Truncate a date column to a unit. Cut a numeric column into equal-width bins from a start you name. Or list breakpoints and let the query build the ranges between them, which is how uneven bands like a small, medium and enterprise split get made.

02

Every band emits two expressions

A text label for the axis and a separate numeric or chronological key for the ordering. Without the second one a band called ten thousand plus sorts before a band called two hundred, because the axis would be reading letters.

03

Three sources, resolved in order

The banding written on this widget wins. Failing that, the banding an operator set as the field's default applies everywhere that field is grouped on. Failing both, a date column is banded automatically from how long the window is, moving through hours, days, weeks, months, quarters and years as the window lengthens.

04

Mismatches are dropped rather than run

A time unit aimed at a numeric column, or a numeric band aimed at text, would produce SQL that fails at execution. The compiler checks the declared column type first and falls through to plain grouping, so the chart still draws while the operator fixes it.

Where it sits

Two moments in every number.

Every number passes through the same seven. Bucketing & Grouping is the lit ones, and everything either side of it is a different page in this category.

  1. 01
    Query

    what is asked, and of what

  2. 02
    Shape

    the measure and the dimension

  3. 03
    Draw

    the visual chosen for that shape

  4. 04
    Arrange

    where it sits on a dashboard

  5. 05
    Filter

    narrowing it after the fact

  6. 06
    Drill

    going from the number to the rows

  7. 07
    Share

    who else gets to see it

The specifics.

8 facts
Time units
Day, week, fortnight, month, quarter, year. A fortnight pairs ISO weeks and labels itself with both
Numeric
Equal-width bins from a start, or a list of breakpoints that must be distinct
Cap
Fifty bins or fifty breakpoints, above which the request is refused
Overflow
On a numeric banding, anything under the first boundary and anything at or over the last collapse into their own labelled bands, and empty values get a band named none. A time banding leaves an empty value unlabelled and sorts it last
Empty bands
A band matching no records still draws, at zero, so a hole in the middle of a range reads as a hole rather than closing up
Row budget
The widget's cap, padded by the band count so an authored band is never cut off, ceiling of a thousand
Not offered
On text columns, which group on their raw value
Labels
Abbreviated to thousands, millions, billions and trillions, with the currency symbol added by the renderer when the field is money

More in Reporting & Analytics

11 capabilities

Seven data shapes, twenty-two visuals, shareable without the portal.

Dashboard Sharing

Hand a board to a team or a CRM role, at read or at edit, by the person who built it. Roles outlive people, which is why a share points at one, not a mailbox.

Chart Visuals

Columns, funnels, treemaps, radar, scatter, gauges and pivots - offered only where the data shape supports them, so no chart can misread its own data.

Dashboards

Build as many as the floor needs, arrange them on a grid, and give each team the one that answers their question rather than everybody's question.

Cross-Filtering

Click a bar and the rest of the dashboard follows it, so the next question is asked by pointing at the answer instead of rebuilding the filter.

Drill-Through

Wire a chart's clicks to a second dashboard. The value travels on the URL and is read by the board that was named before it paints for the first time.

Conditional Formatting

Colour a number by the rule that matters - under target, over threshold, inside a band - so a dashboard reads correctly from across the room.

Reference Lines

Draw the target on the chart itself, so performance is read against the number that was promised rather than against the shape of the bars.

Theme Sets

Six palettes including a print set, pinned per widget, each carrying eight series colours plus the axis, grid, card and tooltip colours drawn around them.

Public Links

Thirty-two bytes of entropy, an expiry you choose, revocation on the spot, and only the hash kept at rest, on a board that draws its figures for a reader.

Embedded Widgets

Name a slot at the call site and one authored widget answers it everywhere inside the product, computed against the records of whoever is signed in.

Call Analytics

Total calls, answered rate, average duration and missed calls, split by direction and outcome, over the call records rather than a sampled export.

Reporting & Analytics

See bucketing & grouping on your own floor.

Thirty minutes, your numbers and your data. We will set bucketing & grouping up live and you can decide from the thing itself rather than from this page.

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