Using Formula Fields in HubSpot Custom Reports to group contacts into buckets based on how many Marketing emails they've opened
This is an example of using Formula Fields (currently a Public Beta) in Custom Reports
There's other ways to do this (eg using calculated properties, or Operations Hub Enterprise functions) - this example doesn't use either of those ie no need for Operations Hub for this particular example.
The key is to use the mod operator (ie %) in the formula field - here's the formula from this particular example:
([CONTACT.hs_email_open] - ([CONTACT.hs_email_open] % 10))/10
Notes:
- Limitation: the buckets are all the same size (ie ranges of 10 in my example), they can't be mixed sizes eg 1-9, 10-49, 50-250, etc
- Limitation: the label on the report axis is just 1, 2, 3, etc - would be nice if they could be tailored
- The mod operator can be used with any number (doesn't have to be 10), just replace it in both places in the formula
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