The home page header has been redesigned to match the recently updated workbook and data model UI. The change is aesthetic and does not impact any functionality. The new updated homepage header has rolled out for some organizations, and will continue to be incrementally rolled out over the coming weeks.
Workbook elements
Input tables now supported on Amazon Redshift connections (GA)
Input tables are now compatible with Amazon Redshift connections. These dynamic workbook elements support structured data entry that allows you to integrate new data points into your analysis and augment existing data.
For more information about input tables and how to use them, see the following documentation:
If you want to remove an element as a target of a control, you can now detach the control from the element from the element's filter menu.
Bug fixes
Materialization schedules owned by users deactivated after March 25, 2025 transfer to the admin performing the deactivation, or if specified, the user chosen to receive the deactivated user's documents. Materialization schedules owned by users deactivated prior to that date fail to run and materialized elements might display an error.
On the Developer access page in the Administration portal, the owner of each set of developer credentials is now identified by email instead of by user name. As a result, admins can now determine which API token is assigned to whom when there are multiple users with the same user name.
API
Allowlist IP addresses for API access (GA)
Restrict access to the Sigma API for your organization by adding IP addresses and IP address ranges using CIDR notation to an allowlist. With an allowlist configured, only users making API requests from allowed IP addresses can make successful requests.
The following endpoints are now available in a v2.1 version. The new version uses pagination for the API response by default, allowing you to retrieve large responses in manageable segments.
The equivalent endpoints in v2 continue to work, but might not use pagination by default for all customers.
New option for Export data from a workbook endpoint
When exporting an entire workbook or workbook page using the Export data from a workbook (POST /v2/workbooks/{workbookId}/export), the format parameter now supports the xlsx option to support the Excel file format.
Bug fixes
Users are no longer signed out of Sigma if they attempt to run a query with OAuth credentials that do not exist.
For connections that use OAuth, users can now see and use stored procedures that they have access to.
Add a tabbed container to your workbook pages when you want to offer multiple sets of content in the same section of your workbook canvas. A tabbed container has multiple tabs at the top of the container, which can either be visible or hidden for end users. By placing content on different tabs and configuring logic about which tab should display, you can allow users to experience different views in the same space without scrolling or navigating elsewhere.
You can now change the density of the grid within a container or tabbed container element. By default, a container's grid has twelve horizontal grid spaces, which expand and contract to fit the container size. Using the new Column density setting, you can opt to configure a lower or higher density, depending on your layout. Higher density gives you a finer grain of control over element positions in large containers.
Use the Update row and Delete row actions to modify input tables. Update row allows user interaction to update values in an existing row, while Delete row removes an entire row. These actions are designed to support form functionality but can be used in other ways to accommodate different data app use cases.
Create an action to display a specific tab in a tabbed container element. Configure these actions based on user actions and optional conditions to customize what your tabbed container displays. The tabs in a tabbed container can be visible or hidden from the end user. If they are hidden, the Select tab action is the only way to display tabs other than the default tab.
When a table, input table, or pivot table with conditional formatting is exported as an XLSX-formatted (Excel) file, the conditional formatting is retained. Conditional formatting includes single color, color scale, and data bar formatting.
Bug fixes
In secure embeds that use OAuth to access data, new embed users no longer need to reload the embed to clear a "no valid refresh token" error. Instead, the embed loads for a newly-created embed user on the first try.
API endpoints that return information about tagged workbook versions now return an accurate sourceWorkbookVersion. Previously, the API returned the highest sourceWorkbookVersion even in cases where a lower sourceWorkbookVersion had been tagged more recently.
Sigma's license model now includes four tiers: View, Act, Analyze, and Build. This structure applies to all organizations created on or after March 4, 2025. Organizations created prior to this date will continue using Lite, Essential, and Pro license tiers and will be scheduled for a license migration at a later date.
AI features have been split into separate permissions as opposed to requiring a Use AI features permission in the highest license tier. The Use AI features permission has been removed.
All users with Basic explore permissions now have access to the Explain this chart functionality.
All users with Full explore permissions now have access to the AI-powered formula assistant. Users can ask AI to explain what is happening in an existing formula, or ask AI to write a formula for them.
The use of these AI-powered features also requires an admin to configure the OpenAI integration for the organization.
When accessing the Sigma public API documentation, you can request an API token from any endpoint documentation page, instead of first accessing the Get access token documentation page.
The endpoint for retrieving a token and refreshing an existing token is unchanged. This is not a code change to the API.
New option for List workbook pages for a workbook and List elements in a workbook endpoints
You can now retrieve pages and elements for a saved view, formerly known as a bookmark, using the API.
The List workbook pages for a workbook (GET /v2/workbooks/{workbookId}/pages) endpoint and the List elements in a workbook (GET /v2/workbooks/{workbookId}/pages/{pageId}/elements) endpoint now include the bookmarkId query parameter.
New writebackSchemas options for Create a connection and Update a connection endpoints
When adding a Snowflake or Databricks connection that uses OAuth with the Create a connection (POST /v2/connections) endpoint or updating one with the Update a connection (PUT /v2/connections/{connectionId}) endpoint, you can use the new writebackSchemas option to provide multiple write-back schemas for the connection to use.
Multiple write-back schemas helps keep content created by different teams or users with different permissions in different schemas.
Search and discovery
Shared view limitations
Each workbook is now limited to 10 shared views (previously known as shared bookmarks). If a workbook has version tags, the limit applies per tagged version. There is no limit on the number of personal saved views (personal bookmarks) per workbook.
Organizations with more than 10 existing shared views will be able to keep their existing shared views, but not be able to make more.
Workbook elements
Legend control element (Beta)
Add the legend control element to your workbook to target multiple charts with one legend and align colors across charts. The legend control functions as an interactive legend, letting you filter and highlight corresponding data points in targeted charts. Any categories not represented in the list are collected as an extra category, "Others", which can be turned off.
Redesigned user interface for workbooks and data models
The workbook and data model UI has been redesigned to simplify the creation experience in Sigma. The redesign includes the following changes:
A unified header: A simplified header and new menu that consolidates the available workbook and data model options for easier access.
New ways to create and edit elements:
An Add new element bar where you can add elements at any time.
A simplified editor panel with tabs to access element properties, format, and actions.
For an overview of the new workbook UI, see Navigating a workbook (link).
Views: Views include custom views and saved views. Custom views allow you to explore and make changes to your workbook, without affecting the published or tagged version of your workbook. Saved views replace bookmarks, and allow you to return to changes you’ve made on top of a published workbook at any time.
To learn how to create custom views and leverage them for ad hoc data analysis, see Create custom views.
The new UI has been rolled out for all new Sigma organizations, and will continue to be enabled in a multi-stage rollout for all existing organizations.
Call stored procedures defined in a Snowflake, BigQuery, or Amazon Redshift connection using an action. If the stored procedure returns non-tabular results like a string, number, or Boolean value, you can work with the output as an action variable. With this release, you can also grant users and teams access to use existing stored procedures from a specific schema without granting those users access to the entire connection.
For example, if you have an existing stored procedure in your data platform that you use to perform a complex calculation, rather than recreating the logic in a Sigma custom function or formula, you can call the stored procedure and use the output in Sigma.
Interactive chart legends support map and funnel charts
Map and funnel charts that have a color by category set support the following interactive filtering capabilities in the legend:
Hover over a legend entry to highlight corresponding data points.
Click a legend entry label to isolate corresponding data points.
Select or clear the checkbox of one or more legend entries to show or hide corresponding data points.
Click anywhere (within the element) outside of the plot area or legend to reset the chart display.
Keyboard shortcut for cell selection
When you select a single cell in a table, you can add adjacent cells to the selection using the keyboard shortcut ⌘+⇧+arrow (Mac) or ctrl+⇧+arrow (Windows).
Bug fixes
Actions with conditions based on hidden columns now trigger as expected.
The Workspaces page no longer displays a "Too many results resolved" error when attempting to load a very large number of workspaces.
The List workbooks (GET /v2/workbooks) endpoint now includes the excludeExplorations query parameter to be used with the skipPermissionCheck query parameter to exclude explorations from the response.
For example, if an admin wants to return all workbooks in an organization, but exclude ad hoc explorations, they could send a GET request to https://api.sigmacomputing.com/v2/workbooks?skipPermissionCheck=true&excludeExplorations=true.
New filtering options for List connections and List user attributes endpoints
The following endpoints now support optional query parameters to allow you to filter the results:
The List connections (GET /v2/connections) endpoint now includes the search query parameter.
The List user attributes (GET /v2/user-attributes) endpoint now includes the name query parameter.
Workbook elements
Copy and paste container format
Copy the format of a container, then paste it to a destination container in any workbook. Select Copy/Paste > Copy format from the element menu, or use keyboard shortcuts ( ⌘+⌥+C to copy and ⌘+⌥+P to paste for Mac OS, or Ctrl+Alt+C to copy and Ctrl+Alt+P to paste for MS Windows).
Workbook features
Selection criteria for action conditions
When configuring a column condition on an action sequence, use the Selection matches criteria option to run the sequence only when a user selects a table, pivot table, or input table row containing a specific column value, or when the user selects a data point representing that value in a chart.
Dynamically move columns with actions
Use the Modify element > Move columns action to dynamically move columns into and out of groupings and properties when column names match selected control values in the trigger element. This action can be configured on List value and Segmented controls only.
Use different OAuth configurations for authenticating users to your connections than you use for your Sigma organization (Beta)
Sigma now supports authenticating a connection with OAuth without re-using OAuth credentials used for authenticating users to your Sigma organization. As a result:
You no longer need to use OAuth as your authentication method for your Sigma organization in order to authenticate a connection with OAuth.
If you use multiple IdPs and data platforms, you can create connections with different OAuth configurations as needed.
When authenticating Snowflake connections with OAuth, you can configure Proof Key for Code Exchange (PKCE) and/or JSON Web Tokens (JWTs) to secure your connection.
Modals help simplify workbook design and allow you to build a streamlined, app-like experience. An open modal overlays and obscures a workbook page to provide a focused view of the modal content. This reduces visual clutter and allows you to present form fields, provide customized drilldowns, display controls and filters in a dedicated container, etc.
Expanded options for the Add workbook schedule endpoint
The Add workbook schedule endpoint (POST /v2/workbooks/{workbookId}/schedules) now supports options that were previously available only from the UI, such as creating a conditional export, repeating pivot header labels, compressing attachments to a zip file, and specifying control values for the export.
Updated application of the On close action trigger for modals
The On close trigger type for modals has been updated to only initiate actions when a user clicks the Close icon or anywhere outside the modal. The trigger no longer applies when the Close modal action is configured for the primary or secondary button.
If you configured actions for the On close trigger that are intended to initiate when a user clicks a button to trigger a Close modal action, you can move the actions to the applicable button trigger.
Bug fixes
The Create connection endpoint (POST /v2/connections) and Update connection endpoint (PUT /v2/connections/{connectionId}) no longer fail when creating or updating connections with OAuth. Note that for non-OAuth connections, the API validates that you can connect to the newly created or updated connection with your credentials. In the case of an OAuth connection, this validation step does not apply. Instead, manually validate that you can connect with your OAuth credentials after you create or update the connection.
When the value of a grouping key is null, applying the Selection variable to an Open link action no longer returns a null value that opens a blank page.
Organizations hosted in AWS us-east-1 are now able to access the Sigma Audit Logs connection, which records data related to user-initiated events that occur within your Sigma organization. The connection is disabled by default, but an Admin user can enable it in the Administration portal.
The Swap workbook data sources endpoint (POST /v2/workbooks/{workbookId}/swapSources) now includes the option to swap dataset links. When using the sourceMapping option, the columnMapping option supports specifying a link name and linked column name to swap from one dataset link to another dataset link.
For example, to change the source for a workbook from one dataset link to another, set the fromId and toId to the same dataset ID, but update the fromColumn to the name of the previous dataset link and linked column name and the toColumn to the desired dataset link and linked column:
You can send a custom-filtered report to a dynamic list of recipients as a scheduled email burst. Send a workbook, workbook pages, and individual workbook elements as supported attachment types, such as PDF, Excel, or PNG files.
Set conditional exports to alert a specific number of times (Beta)
Limit the number of conditional exports by setting the frequency of an export to send only a given number of times per day, per week, or all time.
For example, a conditional export that sends an email when there is data in a table can be set to alert once per day.
Customize chart and formatting color scales (GA)
Create custom color scales to use when formatting chart colors or conditional formatting for tables. Create a custom color scale for an organization theme, workbook theme, or for a specific data element.
You can now set Australian English as your organization’s locale. Setting EN-AU as your organization’s locale will allow EN-AU number formatting, currency, and custom translations to be used as a default across the organization.
The Embed SDK for React offers a developer-friendly interface that simplifies integration into applications. Developers can access detailed installation and usage guides on Github.
Specify date values in controls with Unix timestamps
Date range controls and date controls now accept date values as Unix timestamps (milliseconds since epoch) when setting values with URL query string parameters or from an action.
Two-factor authentication email codes now expire after 5 minutes, instead of 15 minutes.
Inputting invalid SAML RelayState now displays error messages
When a SAML RelayState with invalid origin is entered, an error message is now displayed.
Workbook features
Layout grid is hidden by default
When editing workbooks and data models, grid lines are visible when moving elements and are otherwise hidden.
To show grid lines by default, you can modify the layout settings for a specific workbook. See Layout settings in Workbook settings overview.
Updated trigger type UI
In the Actions panel, action sequences are no longer added and grouped based on trigger type (On select, On change, On click, etc.). Each sequence indicates the trigger type, and you can select a different option from a dropdown when multiple types are available.
Bug fixes
When the embed team name contains an apostrophe, the embed sandbox no longer shows an "invalid embed signature" error and loads the embed successfully.
When you switch between Secure and JWT mode in the embed sandbox, Sigma now clears the URL field so that you can load the new embed without any error messages.
When hidden column values are passed to controls through workbook actions, those columns are now correctly excluded from Excel files.
Uniquely identify SAML attributes with the Sigma namespace prefix
You can now uniquely identify your SAML attributes by using the Sigma namespace prefix (https://schema.sigmacomputing.com/2025/01/claims). This can be applied to the userRole and userGroups attributes to avoid overlap with other app configurations. For example, the userRole attribute name would look like https://schema.sigmacomputing.com/2025/01/claims/userRole.
The List workbooks (GET /v2/workbooks) endpoint now supports two new optional query parameters:
The skipPermissionCheck parameter. When set to true, allows the API client to return all workbooks in a Sigma organization, including those not shared with the requesting user. The API client must have admin privileges to use this parameter.
The isArchived parameter. When set to true, filters the results to include only archived workbooks.
New userAttributes option for Create a connection and Update a connection endpoints
When adding a Snowflake connection with the Create a connection (POST /v2/connections) or updating one with the Update a connection (PUT /v2/connections/{connectionId}) endpoint, you can use the new userAttributes option to specify a user attribute to dynamically assign the role and the warehouse for the connection.
Sigma is now deployed in AWS US East (us-east-1). This region, located in Northern Virginia, is the largest AWS region and gives customers on the East Coast lower latency and enhanced performance when connecting to Sigma.
Workbook elements
Renaming visualization to chart
As part of ongoing improvements to UI terminology, references to "visualization" are now consistently updated to "chart".
Workbook features
EN-AU is now a supported locale
Sigma now supports Australian English localization, including date format and currency. You can preview a workbook or set custom translations with EN-AU.
Export data from a bookmark to a CSV, Excel, or JSON-formatted file.
Bug fixes
The Refresh element action now successfully refreshes data for elements on hidden pages.
The List columns for a workbook element endpoint (GET /v2/workbooks/{workbookId}/elements/{elementId}/columns) now correctly returns pagination data in the nextPage portion of the response.
Scheduled exports that email team members now send to the members of the team when the export is sent, instead of the members of the team when the schedule is added.
