---
schema_version: "1"
id: 64104db523e9ed779a0b6540a2b27a52a7a9cdfa6f38b129f569572c6911823c
title: Create Tableau Reports with Salesforce Spiff Data in Data 360
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_data_cloud_tableau.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_data_cloud_tableau.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 88caf280a3691b39e60ef1ab452e844a83849b52e66e8d577cf686c9ad31a139
description: Visualize Salesforce Spiff statement and obligation data in Tableau after you sync Spiff commission data into Data 360.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create Tableau Reports with Salesforce Spiff Data in Data 360

Visualize Salesforce Spiff statement and obligation data in Tableau after you sync Spiff commission data into Data 360.

### 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: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available for an additional cost in: <strong>Professional</strong> Edition with Web Services API Enabled</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d77598e83">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d77598e83 ">To create Tableau reports:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d77598e83 ">Tableau permissions</td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/images/icon_important.png)

Important First, set up the Data 360 managed package and connect a Salesforce Spiff data stream. See [Set Up the Data 360 Managed Package for Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_data_cloud_set_up.htm&release=264.0.0&type=5 "Set up Salesforce Spiff to sync with Data 360.").

Create these reports in Tableau.

- A statement report shows statement records that contain summary data, such as plan name, rep name, statement total payout, and worksheet calculations.
- An obligation report shows rows of records from line-by-line payout rules in Spiff, with record-level attributes such as Opportunity CloseDate, ARR, and OwnerId.

## Connect to Data 360 in Tableau Desktop

In Tableau Desktop, connect to a Salesforce org with Data 360 installed and select the Spiff commission data stream.

1. From the Connect panel in Tableau Desktop, scroll to the **To a Server** section and select **More**.
2. Select **Salesforce Data Cloud**.
3. Enter your login URL and click **Sign In**.
4. Enter your credentials, click **Log In**, and then click **Allow** to allow access.
5. After you're authenticated, select **default** from the Data Space dropdown menu.
6. Drag the **acon-commission\_statement\_value** object to the data model canvas.
7. To keep data in Tableau in sync with Data 360 updates, click **Update Automatically**.

## Create a Statement Report in Tableau Desktop

To create a statement report in Tableau from Spiff data synced in Data 360, create a worksheet with the statement values you want to include.

1. In Tableau Desktop, create a worksheet, and rename it Statement Values.
2. From the Tables pane, drag tables to the appropriate locations in the worksheet.
    1. Drag **SourceName** to the Columns shelf.
    2. Drag **SourceName** to the Filters shelf and click **OK** in the window that appears.
    3. Drag **StatementId** to the Rows shelf.
    4. Drag **CurrencyCode**, **ValueDate**, **ValueNumber**, and **ValueString** to Text in the Marks card.
        
        The ValueDate field shows the date's year by default. To show the day instead, click the **ValueDate** mark and select **Day**.
3. Optionally, update the formatting of the text marks so that the values all appear on the same line and so that CurrencyCode appears first.
    
    By default, each value appears on a new line.
    
    1. On the Marks card, click **Text**.
    2. Click the three dots button.
    3. Edit the value.
        
        ```
        <CurrencyCode><SUM(ValueNumber)><DAY(ValueDate)><ValueString>
        ```
    4. Click **Apply** and then click **OK**.
4. Optionally, adjust the height of rows and the width of columns.
5. To show all available filters that you can use for adding or removing columns in the report, click **SourceName** on the Filters shelf and select **Show Filter**.
6. Save your changes.

The report includes all fields that you turned on for Data 360 in Spiff. If you select an obligation field for a statement report, the column shows a list of values. For example, the CloseDate obligation field can show multiple deals associated with a single statement, because not all deals close on the same day.

You can modify the value shown for a specific field. For example, to show the earliest date instead of a list, click the ValueDate mark and select **Measure** | **Minimum**.

To simplify a statement report in Tableau, consider adding only statement-level fields for Data 360 in Spiff. See [Sync Fields for Data 360 Reporting with Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_data_cloud_configure.htm&release=264.0.0&type=5 "Specify the Salesforce Spiff fields that you want to sync with Data 360.").

## Create an Obligation Report in Tableau Desktop

To create an obligation report in Tableau from Spiff data synced in Data 360, create a worksheet with the obligation values you want to include.

1. In Tableau Desktop, create a worksheet, and rename it Obligation Values.
2. From the Tables pane, drag tables to the appropriate locations in the worksheet.
    1. Drag **SourceName** to the Columns shelf.
    2. Drag **SourceName** to the Filters shelf and click **OK** in the window that appears.
    3. Drag **ObligationId** to the Rows shelf.
    4. Drag **CurrencyCode**, **ValueDate**, **ValueNumber**, and **ValueString** to Text in the Marks card.
        
        The ValueDate field shows the date's year by default. To show the day instead, click the **ValueDate** mark and select **Day**.
        
        The ValueNumber field shows an aggregated value by default. To show an unaggregated value instead, click the **ValueNumber** mark and select **Dimension**.
3. Optionally, update the formatting of the text marks so that the values all appear on the same line and so that CurrencyCode appears first.
    
    By default, each value appears on a new line.
    
    1. On the Marks card, click **Text**.
    2. Click the three dots button.
    3. Edit the value.
        
        ```
        <CurrencyCode><SUM(ValueNumber)><DAY(ValueDate)><ValueString>
        ```
    4. Click **Apply** and then click **OK**.
4. Optionally, adjust the height of rows and the width of columns.
5. To show all available filters that you can use for adding or removing columns in the report, click **SourceName** on the Filters shelf and select **Show Filter**.
6. Save your changes.

The report includes all fields that you turned on for Data 360 in Spiff. If you select a statement field for an obligation report, the column doesn't show any data. For example, if you include the Statement Name field in the obligation report, the column is always empty.

To simplify an obligation report in Tableau, consider adding only obligation-level fields for Data 360 in Spiff. See [Sync Fields for Data 360 Reporting with Salesforce Spiff](https://help.salesforce.com/s/articleView?id=sales.spiff_data_cloud_configure.htm&release=264.0.0&type=5 "Specify the Salesforce Spiff fields that you want to sync with Data 360.").

#### See Also

- [Connect Tableau in Data Cloud](https://help.salesforce.com/s/articleView?id=data.c360_a_set_up_tableau_connected_app.htm&type=5&language=en_US)
- [_Tableau_: Shelves and Cards Reference](https://help.tableau.com/current/pro/desktop/en-us/buildmanual_shelves.htm)