Admin

Restrict export frequency (GA)

Sigma admins can restrict the frequency of scheduled exports for their organization. If this setting is enabled, users also cannot set custom cron schedules. See Restrict export recipients and frequency.

Restrict export recipients to the same team (GA)

Sigma admins can restrict export recipients to the same Sigma team as the user scheduling or performing the export. See Restrict export recipients and frequency.

AI

Explore with related charts in Ask Sigma (GA)

After you receive an initial answer from Ask Sigma, you can continue your exploration. Ask Sigma provides related charts underneath its primary answer to offer avenues to analyze related data.

See Continue exploring with related charts.

Configure a Usage Dashboard for Ask Sigma (GA)

Admins can now configure a usage dashboard to view data about how Ask Sigma is used in their Sigma organization.

For more information on how to set up a dashboard, see Configure a usage dashboard for Ask Sigma.

Warehouse AI model integration (GA)

If your organization is connected to Snowflake or Databricks, you can use warehouse-hosted AI models to power Sigma AI features. For information about selecting your data platform as your organization's AI provider, see Configure warehouse AI model integration.

Highlighted data sources for Ask Sigma

Available AI data sources are now displayed as Highlighted data sources in Ask Sigma. Ask Sigma only uses highlighted data sources when you ask a question without choosing a source.

Image showing the Ask Sigma data source selection panel with one source selected to be added and highlighted, and another to be excluded

Automatic URL updates for Ask Sigma question sharing

There is no longer an option to manually copy a question into a custom URL. Now, when you enter a question into Ask Sigma, the URL is automatically updated with that question.

See Ask natural language queries with Ask Sigma.

API

Data models included in the response for Get workbook sources endpoint

The Get workbook source (GET /v2/workbooks/{workbookId}/sources) endpoint now includes data models in the response, in addition to the previously returned tables and datasets. The response returns the dataModelId for the entire data model document, the specific element IDs of tables from the data model used by the workbook, and other data.

New API endpoints to list account types and account type permissions

The following endpoints to list account types and account type permissions are now available:

Infrastructure

Azure UK region

Sigma is now deployed in Azure UK. Located in London, this deployment gives customers in the United Kingdom more control over data storage while enabling compliance with internal policies and external data residency requirements.

See Supported regions, data platforms and features.

Search and discovery

Ask Sigma now supported in secure embeds signed with JWT (GA)

Secure embedding with JWTs now extends to the Ask Sigma page. Embed Ask Sigma in your own application to offer your end users the ability to ask natural language queries of the data they have permission to access. Apply custom theming and remove Sigma branding for seamless integration.

See Embed Ask Sigma and Ask natural language queries with Ask Sigma.

Workbook elements

Pivot table totals changes

The placement of pivot table totals has changed to be up one level in the table. For row totals, the change is only visible when displaying rows as separate columns. This change will be available gradually over the next week.

Pivot table with Store Region and Store State pivot rows and Product Type and Product Family pivot columns. The subtotals for the Store Region row appear at the same level as the Store Region and include the name of the specific region: East total. The subtotals for the Product Type column appear at the same level as the Product Type header values and include the name of the specific product type: Arts & Entertainment Total.

Migrate control value references in image and embed elements to dynamic text, deprecate {{ }} format

Previously, control values could be referenced in image and embed elements using the format {{control-id}}. This format has been deprecated, and existing elements using this format have been migrated to use dynamic text. Press = on your keyboard to open the formula bar and reference control values via dynamic text.

Workbook features

Export to Microsoft Teams and SharePoint (GA)

Export a workbook, workbook page, or element from Sigma to a Microsoft Teams channel or a Microsoft SharePoint folder.

To start exporting to Teams or SharePoint, a user assigned the Admin account type must set up a Microsoft integration and the relevant account type permission must be enabled for users.
See Export to Microsoft Teams and Export to Microsoft SharePoint.

Bug fixes

  • You can now nest a popover element inside of a modal. Previously, this would cause an error. Popovers cannot be nested inside of popovers.
  • The workbook:saveas outbound event now returns the ID of the original workbook and the ID of the newly saved workbook. Previously, the event only returned the ID of the newly saved workbook. See Outbound event reference.

Admin

Email template changes coming soon

The default email templates used for scheduled exports, invitations to join an organization, and more will have an updated design:

Email viewed in Google Mail with a subject header that matches the workbook name. The header of the email body contains the Sigma logo and the name of the Sigma organization, and the text "Here's your report on "My Workbook", with the message body text below it. A box titled Document contains the name of the workbook, and a blue button after the box says Open workbook. Text at the end of the email includes the name and email of the person who created the scheduled export

The changes are already available to some customers and will gradually become available over the next two weeks, with full availability planned for August 8, 2025.

Custom email templates are unaffected by this change.

New events captured in audit logs

You can now view audit log enabling and storage integration events in your audit logs.

Version tag metadata available in Document activity and Queries Usage dashboards.

You can now filter by version tags in the Document activity and Queries Usage dashboards. This allows you to see activity or query data only for documents with a specified version tag, such as Production or Development.

Document creation metadata is also now available in the Queries Usage dashboard.

API

New API endpoints to list and get details for data models

The following endpoints to list data models and get details for a data model are now available:

Data apps

Pause or resume action sequences

Pause or resume action sequences to debug and test actions. You can control the pause/resume state of individual sequences or globally change the state of all sequences in the workbook. To prevent stale paused states and avoid workflow disruptions, paused sequences automatically resume when the workbook is refreshed.

For more information, see Create and manage action sequences .

Set range values with actions

The Set control value action now supports Number range and Range slider controls as target elements. You can configure the action to execute the following effects:

  • Set or clear the min and max values of a Number range control
  • Set the range start and end values of a Range slider control

Data modeling

Additional metadata for dbt jobs

If you run dbt jobs, you can see additional metadata about the dbt models and dbt jobs in the data catalog for a connection in Sigma. View the SQL used to create the model, the last run time, the job ID and run ID, and more.

See Manage dbt Integration.

Embeds

Hide bookmarks URL parameters

Sigma now provides a new hide_bookmarks URL parameter for secure embeds that enable you to hide saved views from the embed menu. This is available in the embed sandbox.

For more information, see Embed URL parameters.

Workbook elements

Reference data elements in custom SQL statements (GA)

You can reference data elements and other custom SQL elements in SQL statements in Sigma using the sigma_element('Element Title') syntax. Creating a warehouse view from a table created using custom SQL that uses this syntax is also now supported.

For more details, see Write custom SQL.

Tabbed containers (GA)

Sigma now supports tabbed container elements. 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. See Use tabbed containers to organize workbook content.

Workbook features

Conditional exports will no longer list the condition in the email message

Any export scheduled to send an email when a condition is met will no longer list the condition in the email message starting August 4th, 2025.

If you still want to include the condition in the export after this change, update the message included in the scheduled export to include the condition. For more details about scheduling a conditional export, see Schedule a conditional export or alert.

Pivot table totals changes coming soon

Starting August 1st, the placement of pivot table totals is changing. The pivot table total label is moving up one level in the table.

For example, the current placement of pivot table totals is as follows:

Pivot table with Store Region and Store State pivot rows and Product Type and Product Family pivot columns. The subtotals for the Store Region row appear with the title Total at the same level as the Store State values. The subtotals for the Product Type columns appear with the title Total at the same level as the Product Family values.

After the change, totals look as follows:

Pivot table with Store Region and Store State pivot rows and Product Type and Product Family pivot columns. The subtotals for the Store Region row appear at the same level as the Store Region and include the name of the specific region: East total. The subtotals for the Product Type column appear at the same level as the Product Type header values and include the name of the specific product type: Arts & Entertainment Total.

For row totals, the change is only visible when displaying rows as separate columns.

Set custom banding colors for table and pivot table rows

When formatting a table or pivot table, you can now use custom colors for row banding.

For more details, see the section on banding in Format and customize a table.

Warehouse view support for transposed tables

You can now create a warehouse view for a transposed table.

To transpose a table, see Transpose a table. To create a warehouse view, see Create and manage warehouse views.

Admin

Azure SQL Database, SQL Server 2022 and Azure SQL Managed Instance connections (GA)

Sigma now supports secure connections to Azure SQL Database, SQL Server 2022 and Azure SQL Managed Instances.

For more information on how to set up these connections, see Connect to Azure SQL Database and Connect to SQL Server and Azure SQL Managed Instance.

New supported organization locales

English (Canada) and English (Ireland) are now supported organization locales. Setting en-ca or en-ie as your organization's locale will allow for en-ca or en-ie number formatting, currency, and date formatting to be used as a default across the organization. See Manage organization locale.

Set up Key Pair authentication for OAuth service accounts

You can now set up Key Pair authentication for Snowflake OAuth service accounts. For more information, see Connect to Snowflake with OAuth.

AI

Ask Sigma question sharing

You can now share queries you enter into Ask Sigma as a custom URL with users in your organization. When other users access the URL, Ask Sigma automatically populates the query and produces a response. Also, if users modify the original query, Ask Sigma automatically updates the custom URL to share.

For more details, see Ask natural language queries with Ask Sigma

A question in Ask Sigma interface reads "Can you show my regional sales data for plugs electronics, western region?"

Observations from Ask Sigma

Ask Sigma now provides an Observations section as part of the output for your queries, that helps highlight relevant data and information from your query results.

Data modeling

Reference Sigma workbook elements when writing Custom SQL in data models (Beta)

When writing custom SQL in data models, you can now use the sigma_element() syntax to reference Sigma workbook elements. See Reference existing Sigma workbook elements in Write custom SQL for more details.

Workbook elements

Copied elements now paste at the same size as the original

Pasted elements previously appeared at the default size for that element. Now, pasted elements match the size of the copied element.

Show longer chart axis labels

In Cartesian (bar, line, combo, area, scatter, box and waterfall) charts with an ordinal axis, you can now show longer axis labels. To allocate more space for longer labels, select the Allow longer labels checkbox under Data labels.

Show strokes for all marks within a combo chart

You can now select Show strokes options (On, Off or Auto) for data labels of line, area and scatter marks in a combo chart. Previously, only bar marks had these options. You can also now show or hide label strokes for all series in a combo chart (Data labels > Apply to all series > Show stroke).

Workbook features

Excel-formatted exports include empty cell display value

If your pivot table has an empty cell display value set, scheduled and on demand exports to Excel (XLSX) of that pivot table now include the display value.

Add a workbook description

You can now add descriptions to a workbook. Describe what the workbook is for, how it can be used, and other useful information. Workbook descriptions can be viewed by anyone with access to view the workbook.

To add a description:

  1. Select the workbook name to open the document menu, then select About this workbook.
  2. In the text box below the workbook name, type a description. The description saves automatically.

Bug fix

  • The Azure SCIM PatchGroup operation now allows for team updates for deactivated users.
  • The , character within columns is now correctly escaped for Snowflake CSV exports to cloud storage.
  • Coachmarks are no longer visible in exports, embed, or when using Present.
  • When editing tab names in a workbook, the & character now behaves as intended.
  • When multiple user avatars are visible in the header, they now overlap correctly.

Admin

Optional version tag descriptions

When you create a version tag you no longer need to enter a description for it.

API

New API endpoint to update tag details

The following endpoint to update tag descriptions is now available:

Workbook elements

Double-click to rename tabs in tabbed containers

You can now double-click the name of a tab in a tabbed container to rename it. This is in addition to the previously available rename options in the editor panel.

View column descriptions in pivot tables

If your pivot table contains columns with descriptions set, you can now hover over the column header to view the column description.

Workbook features

Export to cloud storage (GA)

If your workbook has elements from a Snowflake or Redshift connection, exporting the data for those elements to cloud storage associated with those connections is now generally available.

Export PDFs to larger page sizes (GA)

When you export a workbook, page, or element to a PDF, you can now choose the page size. In addition to the previously supported Letter size, you can now export to Legal, Tabloid, A0, A1, A2, A3, and A4 page sizes.

Data apps

Option to remove control selections with actions

In addition to replacing and adding control value selections, the Set a control value action now supports the ability to remove selections. When you configure separate Set control value actions using Add to existing selection and the new Remove from existing selection option, you can enable users to easily add and remove values from filter controls.

For information about creating a solution like the example above, see How to create a click to add & remove action in Sigma Community.

Search and discovery

Subscribe to What's New in Sigma

Release notes are now also available on the Sigma Community site. There, you can opt in to receive notifications about future release notes in order to stay on top of everything new happening at Sigma. For more information on how to subscribe to release note notifications, see About the release notes category. You can also subscribe to automated updates in any Slack channel using the Sigma Community release notes RSS feed.

Sigma Community Release Notes page on the Sigma Community website with the bell notifications icon selected, showing the available subscription options including Watching and Tracking

Updated details for source selection

When browsing for a data source in Sigma, such as when choosing or changing the source for a data element, you can see the connection name, full path to the table, and any usage statistics for the table.

Select source panel showing suggested sources, including Stations table from the Corporate Database, used in 5 workbooks at the path Examples > Bikes, and other tables from other connections.

Workbook features

Dynamic text for embed element URLs

Embed elements accept dynamic text in the URL field. You can now press = while editing the URL field to open the formula bar and configure a dynamic entry. This can be used to make embed contents responsive to control values, as well as changes to other workbook elements.

Number input control operators

Configure a number input control to filter the targeted data differently. You can now choose other filter operators besides the default of = (equal to) to show data that is greater than or equal to (>=) or less than or equal to (<=) the inputted number value.

For more details, see Intro to control elements.

Admin

Improved usage dashboards

Usage dashboards have been improved to provide better performance and easier navigation. To view insights into how your organization uses Sigma and data on your queries, embeds, materializations, and more, go to Administration > Usage. You can also now create and save custom views of your usage dashboards, which allows you to customize the appearance, layout, sorting, and filters of your existing dashboards, or even create new ones of your own.

For more information, see Usage dashboard overview. Outdated documentation about specific usage dashboards has been removed.

Manage upgrade requests in the Administration portal (GA)

The ability to view and respond to account upgrade requests in the Administration portal is now generally available. When a user requests an upgrade to their account type to explore or create workbooks, an admin can review the request in Administration.

See Respond to account upgrade requests.

No email notifications for embed user account type changes

Email notifications are no longer sent to embed users when an admin makes changes to those users’ account type.

Data modeling

Materialization for data models (GA)

Scheduling materialization for elements in data models is now generally available. For more details, see About materialization and Schedule materialization for a data model or workbook.

Materialization support for version-tagged data models (GA)

Schedule materialization for each tagged version of a data model. If the published version already has a materialization schedule for one or more elements, you can choose to reuse the same schedule for the tagged version.

When you promote a tag to a new version of the data model, such as moving a tag from an older version of the data model to the latest published version, a new materialization run is started. While the materialization runs for the newly tagged version, the materialized data for the previously tagged version of the data model is used.

For more details, see Schedule materialization for a version-tagged data model.

Improved data model overview

See the status of elements in your data model in the model overview panel visible when you open a data model for editing but have not yet selected any elements. Elements enabled as a source show with a and elements disabled as a source show with a .

Embeds

New outbound event emitted for saved workbooks

When a workbook is successfully saved using the Save as option from the embed menu, an outbound workbook:saveas event is emitted.

For more details, see workbook:saveas.

Removed links to Sigma pages in embedded application workbooks

In embedded applications, Sigma no longer includes links that reference Sigma processes or link to Sigma documentation. Sigma links in these sections of a workbook do not appear in embeds:

  • Column details
  • Functions bar, specifically the Function icon
  • Lineage / query history
  • Metric tab

Performance

Input table error handling

The following changes to input tables have been implemented to improve data integrity and prevent unexpected data loss:

  • Input table edits that are unsuccessful due to configuration or availability issues in the connection or data platform (which must be resolved by the customer) are now treated as fatal errors and will no longer be retried.
  • When Sigma detects a configuration or availability issue in the connection or data platform, it blocks edits to relevant input tables and displays an “Unable to edit” message directly on the input table elements until the configuration issue is resolved.
  • Sigma sends admins an email alert that identifies the misconfigured or unavailable connection, displays the error message, and provides troubleshooting guidance.

Workbook features

Export to Microsoft Teams and SharePoint (Beta)

Export a workbook, workbook page, or element from Sigma to a Microsoft Teams channel or a Microsoft SharePoint folder.

To start exporting to Teams or SharePoint, a user with the Admin account type must set up a Microsoft integration and the relevant account type permission must be enabled for users.

See Export to Microsoft Teams and Export to Microsoft SharePoint.

Export PDFs to larger page sizes (Beta)

When you export a workbook, page, or element to a PDF, you can now choose the page size. In addition to the previously supported Letter size, you can now export to Legal, Tabloid, A0, A1, A2, A3, and A4 page sizes.

Bug fix

  • Formulas in action configurations were previously limited to functions supported by all compatible data platforms. You can now use any function supported by your connection's data platform.

API

New options for the Create a member endpoint

The Create a member (POST /v2/members) endpoint includes a new option to add users to teams when adding them to Sigma. Specify the teamId in the addToTeams option to add a user to one or more teams when you create them in Sigma, and optionally use the isTeamAdmin option to make the user an admin of the team.

Functions and calculations

New DayOfYear function and day_of_year DatePart argument

Return the day of the year as a number (1-365, or 1-366 in leap years) from a date using the DayOfYear function. You can also return the day of the year as a number using day_of_year in the precision argument of the DatePart function.

RegressionSlope function

The RegressionSlope function calculates the slope of the linear regression line. The function is now supported for Databricks, Snowflake, and PostgreSQL.

See RegressionSlope.

RegressionIntercept function

The RegressionIntercept function calculates the y-intercept of the linear regression line. The function is now supported for Databricks, Snowflake, and PostgreSQL.

See RegressionIntercept.

RegressionR2 function

The RegressionR2 function calculates the R2 value, or coefficient of determination, of the linear regression line. The function is now supported for Databricks, Snowflake, and PostgreSQL.

See RegressionR2.

Infrastructure

Azure Canada region

Sigma is now deployed in Azure Canada. Located in Toronto, this deployment gives customers in Canada more control over data storage while enabling compliance with internal policies and external data residency requirements.

See Supported regions, data platforms and features.

Workbook elements

Configure data labels per series on Cartesian charts (GA)

If your Cartesian (bar, line, area, or scatter) or combo chart visualizes multiple series of data, you can configure different data label settings for each series. See "Format and show data labels" in Display chart data labels.

Workbook features

Limit display values in a data element (GA)

Limit the number of values displayed in a grouped table, pivot table, or chart, and group the remaining values in an "Others" category. You can transform an existing column or use the VisibilityLimit function with a sorted table.

For more details, see Limit displayed values in a data element.

New supported workbook locales

English (Canada), English (Ireland), Spanish (Mexico) and Chinese (Traditional) are now supported workbook locales. This includes language, date format, number format, and currency. You can preview a workbook in
en-ca, en-ie, es-mx, or zh-tw.

See Manage workbook localization.

Bug fixes

  • After copying and pasting a workbook or data model element with one or more columns that use metrics, those columns display correctly.
  • You can now successfully tag and swap the sources of a workbook version that uses a data model with data from multiple connections.
  • When the signature of a stored procedure used in a stored procedure action is changed, the action now validates that the signature is the same and uses the new signature if possible.
  • When viewing a workbook lineage in an embed, the Shared with me link now launches the embed modal instead of the native Sigma modal.
  • When you disable automatic user creation for embeds, you can now manage embed users in the Administration portal.
  • When Sigma encounters errors during a data source swap involving custom SQL and input tables, Sigma now show the error messages at the bottom of the page.

AI

Configure a usage dashboard for Ask Sigma (Beta)

Admins can now configure a usage dashboard to view data about how Ask Sigma is used in their Sigma organization.

For more information on how to set up a dashboard, see Configure a usage dashboard for Ask Sigma (Beta).

Bug fixes

  • An error where workbook level custom translation files did not show up in workbook settings is now fixed.
  • Plugins now load initial control values as expected on refresh for version 1.0.9 or higher.
  • The workbook header no longer displays an Edit button when viewing a tagged version, which cannot be edited directly.
  • A "Return home" option no longer appears for users after a secure embed is deleted.

Admin

User-friendly names for cloud platforms in the Administration portal

Friendly names are now used for cloud platforms in the Administration portal. To view your cloud platform, go to Administration > Account > General Settings, then locate the Site section. The Cloud field identifies the platform hosting your organization.

For more information, see Supported regions, data platforms, and features.

API request URLs now visible in the Administration portal

You can now view the base URL required for authenticating to the Sigma REST API in the Administration portal. Go to Administration > Developer Access. For more information, see Get started with the Sigma REST API.

API

New option for Create API credentials endpoint

The Create API credentials (POST /v2/credentials) endpoint includes a new scopes option to allow you to create embed credentials.

  • Set scopes to embed to create credentials for embedding Sigma.
  • Set scopes to api to create credentials for interacting with the Sigma REST API.

New option for the Create a member API endpoint

When creating a member using the API, choose whether to send an invitation email to a non-embed user. The Create a member (POST /v2/members) endpoint now includes the sendInvite query parameter.

Data modeling

Improved management of data model source visibility

Instead of managing the visibility of an element in a data model with a on the element, now you manage the visibility of a table as a source from the Modeling tab.

For more details, see Enable or disable an element as a data source.

Workbook features

Customize "No Data" text for data elements

For data elements that display "No Data" when no data is returned, you can now customize the text that is shown. For more details, see Customize no data text.

Highlight non-breaking space characters in SQL element

The Custom SQL element now highlights non-breaking space (&nbsp;) characters that might be present in SQL queries. Non-breaking space characters can prevent SQL statements from running successfully.

Bug fixes

  • Automatic team assignments based on the SAML userGroups attribute now works for all teams, public or private. Previously, it only worked for public teams or users with the Admin userRole.
  • When a JWT embed URL is missing a nonce value, the emitted error is now more specific.
  • For a properly configured stored procedure action, running the action no longer results in intermittent "Invalid stored procedure" errors, such as "TypeError: Cannot read properties of undefined (reading 'parameters')".
  • Element menus in workbook templates no longer include the option to create warehouse views, as warehouse views aren’t supported for template elements.
  • Previously, Sigma prevented editing SQL in a SQL element below a certain size. Now, attempts to edit SQL in a small SQL element opens the maximized view of the element with the SQL tab active so that you can edit it without changing the workbook layout. After editing, you can minimize the view to return to the full workbook layout.

Data apps

Column order enforced when dynamically moving columns

When you use a multi-select list control to dynamically move columns into and out of groupings or properties (via the Move columns action), the column order in the table now matches the order of the values defined in the control.

Formula support in image URL

When configuring an image element, you can enter dynamic text in the Image URL field to source the URL from a formula. For example, Lookup([Team/Profile Image URL], CurrentUserEmail(), [Team/Email]) references the Profile Image URL column in an existing Teams table to dynamically display profile images based on the current user.

Bug fixes

  • Sigma now uses improved logic for presenting the initial workbook page from a URL with the :nodeId parameter when the page includes conditional visibility rules. If the user cannot view the page, the first visible page is shown.
  • Sigma did not support workbook deletion for JWT-signed secure embeds. Now a user can delete a workbook from the menu and get redirected to an error page with the document browser to navigate to another workbook.
  • For JWT-signed embeds, errors are now sent when the JWT token cannot be parsed and when the current user is not invited to the workbook they are attempting to access.