---
schema_version: "1"
id: b34285be525a633f5b87615fa13a4c15fabfa9c31e8811620e074ee8d1ddb637
title: Create Datasets from Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/territory_planning_data_sets_reports.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.territory_planning_data_sets_reports.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: a02d2dbe59307138f37817ed77171356e42e5a445e8c0a8ecfa3fe3d34102904
description: Plan territories by specifying which Salesforce records to include in Territory Planning datasets. For your data sources, you select from reports that you’ve run from your custom report types.
products:
  - Sales Cloud
  - Sales Enablement
release: "264"
---
# Create Datasets from Reports

Plan territories by specifying which Salesforce records to include in Territory Planning datasets. For your data sources, you select from reports that you’ve run from your custom report types.

### 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>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=sales.territory_planning_api_access.htm&amp;type=5&amp;language=en_US" target="_blank">Web Services API enabled</a></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="d34597e77">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d34597e77 ">To create datasets in Territory Planning:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d34597e77 ">
              <p>Sales Planning Ops Analyst permission set</p>
              <p>AND</p>
              <p>Query for Datapipelines User for Sales Planning permission set</p>
              <p>AND</p>
              <p style="margin-bottom:0;">SF Maps Territory Planning for Sales Planning permission set</p>
            </td>

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

1. Click **Datasets**, then click **Create**. Specify whether you want to plan territories with live or copied data. Enter a name for the dataset and click **Next**.
    
    ![Create a dataset](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_data_set_create_1.png)
2. Select the reports that you want to include. If the reports collectively include more than the 250,000 record allocation for each dataset, aggregate records for any selected reports. Then click **Next**.
    
    ![Standard report in the list of available reports](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_data_set_create_report_1.png)
3. If you don’t see the options you need for unit assignment, unit name, latitude, or longitude, turn on **Import Object Fields**. Confirm or select the field options that you want. For example, select **Owner ID** for the unit assignment field, and **Account Name** for the unit name field.
    
    ![Select object fields for create a dataset](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_data_set_create_report_2.png)
4. To supplement your data with attributes from external sources in CSV files, click **Import from CSV**, then add the CSV files that you want.
    
    ![Import external values](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_performance_management-264-0-0-production-enus/b1f2feb4-26b8-444f-97f7-be2349869d93/sales_performance_management/images/salesforce_maps_territory_planning_data_set_create_etm_7.png)
5. Click **Finish**.