What's New

AI

Customize first agent message (Beta)

Customize the first message sent by a Sigma agent. You can set a fixed message or a specific prompt for a generated message.

For example, modify an agent to send a specific text greeting like “Welcome to Sigma!” as a fixed message, instead of the agent using the AI provider to generate a message.

For more details, see Customize the first agent message.

AI apps

Insert row(s) action (Beta)

Configure an Insert row(s) action to add one or more rows in a target input table. You can insert new data that you define, or insert rows from an existing source in the workbook, such as a table, input table, or action variable.

For more information, see Create actions that modify input table data.

API

Elements sourced from CSV files included in the response for List lineage endpoints

The List lineage for a workbook (GET /v2/workbooks/{workbookId}/lineage) and List lineage for a data model (GET /v2/dataModels/{dataModelId}/lineage) endpoints now include uploaded CSV files that are used as a data source in the response. CSV files are listed with a type of csv-upload and include a csvId field.

New API endpoint to revoke user OAuth tokens

The following endpoint is now available to revoke user OAuth tokens in Sigma:

• Revoke a user’s OAuth tokens (POST /v2/members/:memberId/revoke)

Use this endpoint to revoke a user’s OAuth refresh tokens used for OIDC single sign-on and warehouse connections, so Sigma can no longer issue new access tokens on the user’s behalf.

When you use this endpoint to revoke a user’s tokens, existing OAuth sessions cannot be refreshed but an existing user session is not interrupted and issued tokens expire with their usual TTL.

New options for export endpoints

The following endpoints include a new option to add users or teams as Cc or Bcc recipients:

• Export a workbook (POST /v2/workbooks/{workbookId}/send)
• Add workbook schedule (POST /v2/workbooks/{workbookId}/schedules)
• Update a workbook schedule (PATCH /v2/workbooks/{workbookId}/schedules/{scheduleId})
• Export a report (POST /v2/reports/{reportId}/send)
• Add report schedule (POST /v2/reports/{reportId}/schedules)
• Update a report schedule (PATCH /v2/reports/{reportId}/schedules/{scheduleId})

New options for the list connection paths endpoint

The List connection paths (GET /v2/connections/paths) endpoint includes a new option to filter by connectionId.

Admin

Localization settings renamed in Administration portal

The following have been renamed in the *Account tab of the Administration portal:

• The Locale section is now called Localization
• The Account locale setting is now called Account language

The functionality of these settings remains the same.

Data modeling

Work with Databricks Unity Catalog metric views in Sigma (Beta)

You can now browse and query Databricks metric views in workbooks and data models. Metric views allow you to model metrics, dimensions, and joins in a declarative, version-controlled, and queryable format. Work with the metrics and dimensions defined in the metric view:

• Browse the metric views in your Databricks connection in the data catalog.
• Build a table in a data model using the metric view as a source.
• Add tables, pivot tables, and charts to a workbook that use the metric view as a source.
• Query the view with custom SQL.

For more details, see Query Databricks metric views in Sigma (Beta).

Performance

Universal result cache (Beta)

You can cache recent queries in an external storage integration to reduce warehouse compute costs and improve performance. For more information, see Manage universal result cache

Reports

Convert workbooks to reports (Beta)

You can convert an existing Sigma workbook into a new report. This allows you to take advantage of report features like pixel-level formatting and more reliable exports without manually rebuilding your workbook.

See Convert workbooks to reports (Beta) for more information.

Resources

New documentation site design

The Sigma documentation has a new design with the following new functionality:

• A redesigned homepage
• A dedicated section for function reference
• A robust API explorer with a dedicated view for code representation endpoints.
• View any documentation page as raw Markdown, or start a chat with Claude or ChatGPT with the Markdown version of a documentation page.

The documentation MCP server now only has 1 tool available, called searchDocs that searches the docs and returns relevant docs sections and source URLs.

Workbook elements

Add icons to the button element (Beta)

You can customize the button element by adding an icon next to the label text or replacing the label text entirely with a standalone icon. For more information, see Button elements.

Workbook features

Additional table formatting options supported in Excel and Google Sheets formatted exports

When exporting a table element from Sigma to an Excel or Google Sheets file, the following formatting is included:

• Cell background color
• Text color
• Row banding
• Font and font size

Find in table (GA)

The Find in table feature is now generally available. Find in table allows you to locate specific values in a table or input table.

See Find a specific value in a table or input table.

Manage locales panel renamed

The Manage locales panel has been renamed to Manage translations.

The functionality of the panel and the settings within remains the same.

Bug fixes and improvements

• After migrating to a new documentation site, the documentation MCP server was unavailable with error messages referencing issues with an “FAI chat service”.

• An inactive tag on a version displayed the timestamp for when the tag was last set on any version of the workbook, instead of when the tag was set on that specific version.

• When copying and pasting multiple elements, the layout position of the elements when copied is preserved when pasting.

• When using Sigma Assistant with a Snowflake Cortex Agent, the agent failed to use the default warehouse set for the user.