---
schema_version: "1"
id: a8c08f8db9aa0fcbfdcf796cf7535af8521fe61989ab6081a6312999ed6b9c86
title: Determine Which Data to Include in the Dataset
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_security_rowlevel_example_rolehierarchy_determinedata.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_security_rowlevel_example_rolehierarchy_determinedata.htm&release=264.0.0&type=5
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content_type: documentation
content_hash: 6773c75f554bc9203896a1264a81aa8413e914f85f2a90c6414d9b0f48b82f1c
description: First, determine what data you want to include in the dataset. For this example, you will create the OppRoles dataset that contains all opportunities as well as user details about each opportunity owner, such as their full name, division, and title.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Determine Which Data to Include in the Dataset

First, determine what data you want to include in the dataset. For this example, you will create the OppRoles dataset that contains all opportunities as well as user details about each opportunity owner, such as their full name, division, and title.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in Salesforce Classic and Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition.</td></tr></tbody></table>

You will obtain opportunities from the Opportunity object and user details from the User object. Both are objects in Salesforce.

In this example, your Salesforce organization has the following role hierarchy and users.

![The role hierarchy consists of Keith as the VP of Sales, Bill and Lucy own the East and West territories, respectively, and then there are sales reps below Bill and Lucy.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_rolehierarchy.png)

Also, your organization contains the following opportunities, most of which are owned by Keith.

![Keith, Bill, Lucy, and Tony own the opportunities.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_allopportunitiesandowners_nocallouts.png)