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            Create Tableau Reports with Salesforce Spiff Data in Data 360

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            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

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            Available for an additional cost in: Professional Edition with Web Services API Enabled
            User Permissions Needed
            To create Tableau reports: Tableau permissions
            Important
            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.

            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.

            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.

            See Also

             
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