Admin

Set up materialization to use dynamic tables (Beta)

If your Sigma organization has a Snowflake connection, you can configure materialization to use dynamic tables for materialization. New connections to Snowflake use dynamic tables for materialization by default.

Using dynamic tables enables incremental materialization, because dynamic tables use change tracking to determine which rows have changed, enabling Sigma to update only the rows that have changed instead of rebuilding the entire materialization. If there are no changes in the materialized table, the materialization is not run.

To set this up for an existing connection, see Connect to Snowflake. For more details, see About materialization.

Mandatory two-factor authentication for accounts

Two-factor authentication (2FA) was enabled by default for all new and existing users that use password-based authentication on December 11, 2024. Users with SAML or OAuth authentication methods (without password options enabled) were not affected.

For more information, see Mandatory two-factor authentication for accounts.

Permission to restrict workbook data refresh settings

Restrict access to set an automatic refresh schedule for a workbook with a new permission, Set workbook data refresh. Enable the permission for account types associated with a Pro license. See License and account type overview.

Automatic refresh schedules rerun queries in an open workbook, such as when displaying a workbook on a screen viewed without interaction. See Manage workbook refresh options.

Restrict export frequency (Beta)

A new setting allows Sigma admins to 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 (Beta)

A new setting allows Sigma admins to restrict export recipients to the same Sigma team as the user scheduling or performing the export.

See Restrict export recipients and frequency.

API

New endpoint to get dataset sources

The following endpoint to get the sources associated with a dataset is now available:

• Get dataset sources (GET /v2/datasets/{datasetId}/sources)

Embed

Inbound event for opening or closing export modals in an embed

Use the workbook:modal:toggle inbound event to open or close a modal in an embed. Currently supported modals are the Export modal and the Schedule exports modal.

For more information, see Implement inbound and outbound events in embeds.

Workbook elements

Add modals to a workbook (Beta)

To simplify design and build an app-like experience in a workbook, add one or more modals. When open, a modal overlays a workbook page, obscuring the background page and enabling a workbook viewer or explorer to focus on specific elements.

Use a modal for a number of use cases, including the following:

• Reduce visual clutter by presenting controls and filters in a dedicated modal.
• Provide instructions and other information in a modal.
• Customize a chart or table drilldown by opening a modal with a filtered table with more details.

See Add a modal to a workbook for more details.

Custom SQL editor (GA)

Use the SQL editor to build workbooks, datasets, and elements (tables, pivot tables, and visualizations) with custom SQL.

For more information about writing custom SQL in Sigma, see Write custom SQL.

Configure data labels per series on a bar chart (Beta)

If your bar chart or combo chart with bars visualizes multiple series of data, you can configure different data label settings for each series.

Workbook features

Interactive element highlighting

When you’re prompted to select an element from a dropdown list, Sigma highlights the applicable element within the workbook as you hover over element names in the list. This feature helps you locate, identify, and select the correct element.

Workbook action sequences (GA)

Configure an action sequence to run a set of workbook actions in a specific order.

Action sequences ensure user interactions trigger multiple actions in the order necessary to achieve a particular workbook response. Sigma allows you to add and reorder actions within a sequence, move actions between different sequences, and duplicate an existing sequence. You can also configure a condition that determines whether or not a sequence executes.

For more information, see Configure an action sequence.

Bug fixes

• On OAuth authenticated connections, the Share Workbook modal now displays an expandable list of pending requests for access underneath the Sharing and OAuth information box, instead of an unscrollable list of users.
• Sigma no longer returns a "No matching record" error when successfully activating or deactivating a user in the UI.
• The GET /v2/templates endpoint now returns all templates the user has access to rather than only the templates they are the owner of.
• Improved bar chart presentation for clustered bar charts.

Admin

Mandatory two-factor authentication for accounts

Starting December 11, 2024, two-factor authentication (2FA) via email will be enabled by default for all new and existing users that use password-based authentication. Users with SAML or OAuth authentication methods (without password options enabled) are not affected.

For more information, see Mandatory two-factor authentication for accounts.

Set inactivity timeouts (GA)

You can now configure inactivity timeouts to ensure users are automatically logged out after a certain length of inactivity in the product.

For more information, see Set up inactivity timeouts.

API

New endpoint to get version tags for a workbook

The following endpoint to get the version tags assigned to a given workbook is now available:

• Get version tags for a workbook (GET /v2/workbooks/{workbookId}/tags)

New endpoint to delete a shared template

The following endpoint to delete a shared template is now available:

• Delete a template share (DELETE /v2/shared_templates/{shareId})

Workbook elements

Updated default data label settings for line and area charts

When formatting data labels for line and area charts, a new Auto option is the default. This option displays all non-overlapping labels. The All option displays all labels, even overlapping labels. Existing charts using the default option update to use the new Auto setting.

Bug fixes

• The workbook owner’s name and the rename, move, and delete options are now no longer displayed in the embed menu to users who do not have Can edit access to the workbook.
• All users with Full explore permissions can now access the Templates page.
• Users with access to the Templates page can now list and search all templates and sort templates by name, owner, or last updated date.
• When exporting a page or single element embed to PDF with a tag passed as part of the embed URL, the export now uses the tagged version as expected.
• Modify element actions now allow you to move or swap metrics on your table or chart.

Admin

Set inactivity timeouts (Beta)

You can now configure inactivity timeouts to ensure users are automatically logged out after a certain length of inactivity in the product.

For more information, see Set up inactivity timeouts (Beta).

API

Use OAuth override tokens in API calls

The Sigma API now supports the use of OAuth override tokens in API calls. These tokens allow you to temporarily use the OAuth permissions of another user when making API calls.

For more information, see Use OAuth override tokens.

Data modeling

Add relationships to data models (Private beta)

Data models now support adding relationships, which define the join logic for Sigma to use to join the tables. Adding a relationship enables business users to work with related data without needing to perform ad hoc joins, which can help improve performance and reduce costs.

For details on creating relationships, including best practices, see Define relationships in data models (Beta).

For details on using related columns in workbooks, see Use related columns in a workbook (Beta).

Embeds

Use actions to trigger outbound embed iframe events

You can now configure an action to send an iframe event from your embedded content to your host application, which can then react to this event with some outcome. For example, you can use these events to add custom tracking, change the UI of your application, or trigger your own application APIs.

See Create actions that trigger embed iframe events.

Workbook elements

Paste 2,000 rows in input tables on Databricks connections

When populating data in input tables on a Databricks connection, you can now paste up to 50,000 cells at once (2,000 rows and 25 columns).

For more information, see Intro to input tables.

Workbook features

Configure actions based on user-selected values in a table or visualization

Action variables allow you to configure how your workbook actions trigger based on the values the user selected within a table or visualization. You can use action variables in any custom formula for an action, including conditions. When referencing these action variables, you can perform all of the usual functions that tables support, such as aggregations, conditions, and lookups.

See Use variables in actions.

Clear multiple controls with a single action

The clear control workbook action now offers the option to clear controls at four levels of granularity: a single control, all controls in a container, all controls in a page, or all controls in the workbook.

See Clear one or more control values.

Bug fixes

• Emails about failed exports now include the name of the export schedule.
• The system generated Row ID column can no longer be added to linked input tables.

API

New endpoint to duplicate a version tagged workbook

The following endpoint to duplicate a version tagged workbook is now available:

• Duplicate a tagged workbook (POST /v2/workbooks/{workbookId}/tag/{versionTag}/copy)

New endpoint to retrieve the full path for a table

The following endpoint to retrieve the full path to a table in a connection is now available:

• Get connection path for a table (GET /v2/connections/paths/{inodeId})

New endpoint to get workbook source

The following endpoint to get the source of a workbook is now available:

• Get workbook source (GET /v2/workbooks/{workbookId}/sources)

New endpoints to manage API credentials

The following endpoints to create and delete API credentials are now available:

• Create API credentials (POST /v2/credentials)
• Delete API credentials (DELETE /v2/credentials/{clientId})

Embeds

Test JWT-signed embed URLs in the embed sandbox

You can now test embed URLs signed with JSON Web Tokens (JWTs) in the embed sandbox. In addition, the embed sandbox now allows users who have been granted embedding credentials to use the embed sandbox even if they are not assigned the Admin account type.

For more details, see Test an embed URL in the embed sandbox.

Data modeling

dbt Semantic Layer integration (Private beta)

You can now configure and query a dbt Semantic Layer integration, allowing you to leverage your predefined dbt metrics in Sigma workbooks.

For more information, see Configure a dbt Semantic Layer integration (Beta) and Query a dbt Semantic Layer integration (Beta).

Workbook features

Configure workbook actions in sequences (Beta)

Organize multiple actions into a sequence to run them in a specified order. You can have multiple sequences on a single element, each with an optional condition.

With action sequences, you can:

• Ensure that multiple actions on an element execute in the intended order.
• Drag and drop individual actions within or between sequences to quickly change the order.
• Duplicate entire sequences of actions.

If you previously configured multiple actions on an element, the introduction of sequences places each of those actions in its own sequence by default. If you keep those actions in separate sequences, your configuration is unchanged and the action execution will behave as it did before.

For more information, see Configure actions in sequences (Beta).

Make actions conditional (GA)

When you define an action for a workbook element, you can now define an optional condition for that action. Customize the trigger behavior of your action based on the value of a control element or using a custom formula.

See Make an action conditional.

Reset to last published value when clearing a control with an action

The clear control workbook action now supports a Reset to published value checkbox. Checking this box resets the control value to the last published value. On a tagged version of a workbook, this setting resets to the tagged version's value.

See Clear a control value.

Schedule exports as an email burst (Beta)

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.

For more details, see Export as email burst (Beta).

Pivot tables support column-specific custom sort order

You can now quickly sort pivot table columns using the context menu, and specify custom sort orders for specific columns. For example, you can now choose to sort a specific pivot table column by the values in a different column. See the section on Customize the sort order of pivot tables in Customize the sort order of data elements.

Bug fixes

• Clicking the More icon associated with a version tag in the Version history menu no longer reloads the page.
• In embedded workbooks with themes applied, the theme now applies to the side panel of the workbook as expected.
• In pivot tables with multiple pivot columns, centering column headers now centers all headers.
• When configuring actions based on “When selecting cells” trigger, holding ⌘ Command (Mac OS) or Ctrl (Windows) on your keyboard to select multiple values or spans of values now correctly passes the discrete values to the action configuration instead of including all cells between the selections.
• When multiple action sequences have been configured on an element, Sigma now evaluates the condition of each sequence before beginning any action execution, as expected.

Admin

Authenticate Databricks connections with OAuth (GA)

You can now connect to Databricks using OAuth and inherit all security policies from Databricks. Databricks connections authenticated with OAuth allow your users to read data and use write-back features like input tables, warehouse views, materializations, and CSV uploads with their own individual credentials instead of a service account.
See Configure OAuth with Databricks .

API

New endpoint to create a user attribute

The following endpoint to create a user attribute is now available:

• Create a user attribute (POST /v2/user-attributes)

Workbook elements

Input tables now supported on Amazon Redshift connections (Beta)

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:

• Intro to input tables
• Create new input tables
• Edit existing input table columns
• Configure data governance options in input tables

Organize workbook layouts with containers (GA)

You can add containers to your workbook pages to organize elements on the canvas and visually group elements together. With containers, you can more easily manage layouts and style elements as a group.

See Organize workbook layouts with containers.

Bug fixes

• In the embed sandbox, the verification of the URL signature no longer fails when the user attribute name contains spaces.
• The Embeds page in the Administration portal now allows searching for embeds by URL.
• Tables now auto-scroll as expected when holding the Shift key and using the arrow keys to expand or contract the previous selection.
• Users no longer see incorrect “Permissions denied” errors on workbooks with custom page visibility.

API

New parameter for Tag a workbook endpoint

The Tag a workbook (POST v2/workbooks/tag) endpoint now supports the isDefault parameter. If you want users that only have access to tagged versions of the document to open this tagged version by default, set isDefault to true.

Infrastructure

Sigma now supports Azure Western Europe region

Sigma is now deployed in Azure West Europe in compliance with EU GDPR. Located in the Netherlands, this deployment gives customers in the EU more control over data storage while enabling compliance with internal policies and external data residency requirements.

Workbook elements

Cartesian charts support trellis by series (Beta)

If your bar, line, area, or scatter chart has multiple series, you can create a trellis chart for each series.

For more details, see Create a trellis chart with multiple series (Beta).

Bars in combo charts support color by category (Beta)

If your combo chart includes a bar chart, you can add a column to split the color of the bar series by category.

For details, see Configure a chart color by category (Beta).

Bug fixes

• When using the embed sandbox UI in an organization with a high number of teams, the left navigation now loads teams progressively on scroll without throwing a RESOURCE_EXHAUSTED error.
• When you specify a text alignment for a row header or column header, all header values are aligned instead of the lowest level header.

Embeds

Improved data source selection UI in embeds

Select data sources for workbook elements using a new popover UI. With the new experience, you can search for data sources, review a list of suggested sources, and preview data sources. Preview a data source to review the source data and choose specific columns to apply to the element.

For more information, see Create a data element.

Workbook features

Restore a workbook to a previous change

You can now restore a workbook to a previous change in the edit history for a draft or previously published version.

For more details, see Workbook versions and version history.

Bug fixes

• Swapping data sources when promoting a workbook from one tag to another tag now works as expected.
• When creating a dynamic title, the type ahead suggestions in the formula bar in the overlay now include the available table columns as well as controls.
• When responsive height is enabled in an embedded object, opening a modal in the embedded content now displays the modal at the current scroll position.

Embeds

New inbound events in embeds

Use two new inbound events, workbook:bookmark:delete and workbook:bookmark:select to display, clear, or delete bookmarks.

For more information, see Implement inbound and outbound events in embeds.

Workbook features

Updated file names for scheduled element exports

For scheduled exports of elements that use dynamic text in the title, the file name now reflects the value of the dynamic text when the export was performed.

Use actions to insert rows into input tables (GA)

Use the Insert row action to insert a row into an input table based on a user’s interaction with another workbook element.

For more information about actions in Sigma, see Intro to actions.

Use workbook actions to set a date range control

The date range control is now a valid target for workbook actions that target controls.

Use cases:

• Set different date ranges as segmented control options.

  

• Combine the set date range action with other actions to filter down your data elements to different time periods.

  

Bug fixes

• Copying a single element with a configured action or clicking Copy page on a workbook page containing actions now copies action configurations between elements on the page.
• Theme fonts are now applied to all embed modal views.
• The Get a team API endpoint now returns an error message when trying to retrieve an unexpected team.
• Users can now export from embeds authenticated with client ID and secret when eval_connection_id is set.
• When including a PNG file in an scheduled or ad hoc email export, the resulting image now uses the full width of the email body.

Admin

Updated and new permissions for exports

Export permissions are now more granular. The Download or Send Now permission is now two permissions, Download and Export to email. The functionality managed by these permissions has not changed, and existing account types have been migrated to use the new permissions.

In addition, the ability to have an export run as the recipient is managed by a new permission, Run exports as recipient.

For more details, see License and account type overview.

Workbook elements

Improved pivot table performance

Pivot tables are no longer limited to 100,000 points of data. In addition, pivot table rows support infinite scroll.

Workbook features

Export any supported format to Google Drive

You can now export one or more workbook elements, workbook pages, or an entire workbook to a new folder in Google Drive. Additional file format types are now supported, such as PDF and PNG.

See Send or schedule workbook exports for details on supported file types.

API

New API rate limit

The v2/auth/token endpoint is now rate limited to one request per second.

See Get started with the Sigma REST API.

Functions and calculations

Create time series forecasts (Beta)

In a Sigma workbook, you can use historical time series data to predict and visualize future values and trends. This feature enables Sigma users to leverage Snowflake’s forecasting ML function without requiring prior SQL knowledge.

See Create time series forecasts (Beta).

Bug fixes

• When a workbook action is configured to set a control value on click in a visualization element, clicking on the white space outside the chart now clears the control value as expected.
• Workbook actions triggered from interactions with tables which have columns that either do not have a type or an error type now run as expected.
• When users send a request to their admins for a tag to be applied to their workbook, the resulting email notifications now use custom branding settings configured for the organization.