Creating Buckets

This section explains how to create a bucket, a grouping of multiple data points into a single item.

To create a bucket:

1.

Navigate to the Analyze tab of your dataset, and look for the bucket icon in the upper-right toolbar.

The Buckets dialog box opens.

2.

Click the Add Bucketed Column button.

3.

Once inside the bucket editor, select the column of data you’d like to group into buckets and enter a label for your new (bucketed) column.

4.

Select one of the following options:

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Basic—If you choose a numeric column to bucket, you can allow Revenera to manage the buckets by selecting the Basic option. Within the Basic option, you can have either a variable or fixed number of buckets by using the Dynamic or Fixed options respectively.

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Dynamic—When you choose Dynamic, the current set of buckets will be shown on the right; however, as your data changes, the buckets will be adjusted by Revenera.

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Fixed—If you choose Fixed buckets, you can then specify the number of buckets, the minimum range value, and the maximum range value.

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Custom—If you select Custom buckets, then the current set of Revenera generated buckets will be shown and you can label, adjust, remove or add buckets as you desire.

5.

If you select a text column to bucket, then you can enter a comma delimited list of bucket names and click the Add Bucket button to create the buckets.

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Each bucket name has an associated radio button—use this to select a bucket, and then use the check box next to each distinct text value in the values list on the right panel, to add or remove values from the bucket.

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There is a search field at the top of the values list to help you find values easily. You can create an Other bucket using the Unassigned Values As “Other” option.

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Use the X button for a bucket value to remove it, or use the X button for a bucket name to delete that bucket.

6.

If you select a date column to bucket, then you can begin creating your buckets by clicking + Add Custom Bucket.

7.

For each custom date or numeric bucket you create, you will first give it a label, which will appear on all of your analytics going forward, and then set the condition and values that will place data points into your bucket. Use the Remove button on a custom bucket to remove it and use the drag handle to reorder custom buckets.

8.

In the screenshot below, we’ve created buckets for the years 1999, 2000-2010, and 2011-2019. All data points will be grouped into these three buckets if conditions are met, and all outliers will be omitted unless catchall buckets are created. (i.e. year < 1999)

9.

Once you are satisfied with your buckets, click Create to create them. Once created, your new bucketed data column will be available for analysis throughout the application.