---
schema_version: "1"
id: edc2f750e0190a76f0d9f140975993a8a031de61158844b6dcfa2d5703774cd9
title: Create a Datasheet in Salesforce Spiff
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/spiff_datasheets_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.spiff_datasheets_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b7a7e2674d7d4271c099152e7fa1c488e0e0ba80d02bcc73905bba30b0e8151d
description: Analyze your data in new ways when you create and apply calculations to a specific set of filtered data.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create a Datasheet in Salesforce Spiff

Analyze your data in new ways when you create and apply calculations to a specific set of filtered data.

### 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">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d94868e77">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d94868e77 ">To create a datasheet:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d94868e77 ">
              <p>A Spiff <a href="https://help.salesforce.com/s/articleView?id=sales.spiff_users_roles_and_permissions.htm&amp;release=264.0.0&amp;type=5" title="Give users the appropriate level of access so they can be successful in Salesforce Spiff, and enforce the principle of least privilege. Assign a default role to each user, or create custom roles with access to specific Spiff functionality.">user role</a> with this permission turned on.</p>
              <p style="margin-bottom:0;">Designer Configuration: Manage</p>
            </td>

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1. In Designer under Plans, click the three dots next to the search bar or next to a plan and click **New Datasheet**.
2. Name your datasheet to help distinguish what it’s used for. For example, name your datasheet with a combination of the name of the filter that is applied and the name of the rule or plan component, such as ClosedInPeriodRenewals\_RenewalCommission.
3. From the right panel, select the object to pull data from and a filter. Choose a preexisting filter or build a filter directly in the datasheet right panel.
4. From the center panel, add fields and formulas as needed.