What's New

July 17, 2026

What's new in Sigma

AI

Add data model tables as data sources for agents (Beta)

You can now add relevant data model tables as data sources for Sigma agents. For instructions, see Build Sigma agents.

Assistant in build mode: formula join keys (Beta)

In workbooks, Sigma Assistant in build mode can join tables on formulas and expressions, not just raw columns. Joins can match on computed dates, normalized text, or any formula-derived value.

Assistant in build mode: balance sheet creation (Beta)

In workbooks, Sigma Assistant in build mode now offers guided balance sheet creation that adapts to your data structure and supports both snapshot and comparative layouts. This capability supplements the existing built-in workflows for profit and loss statements and sales forecasting to support financial use cases with more consistent structure and faster setup.

Admin

AI usage dashboard

The AI usage dashboard provides details about token consumption, conversations, user engagement, and models used when interacting with Sigma AI features like Sigma Assistant and Sigma agents.

You can also ask natural language questions of the AI usage analyst agent and add the dashboard to your workspace to set up custom alerts for token thresholds.

For more details, see AI usage dashboard.

Ask natural language questions about usage data

The Users and Document Activity usage dashboards now provide the option to ask an AI agent natural language questions about the data in the dashboard.

To interact with the agents, you must have an AI provider configured for your Sigma organization. No tokens are consumed unless you interact with the agent.

Deploy folders to tenants (Beta)

If you use Sigma Tenants, you can deploy folders and all workbooks, reports, and data models in the folder, to tenant organizations. Explorations, shortcuts, and other unsupported files in a folder are not deployed.

For details, see Deploy content to tenant organizations.

Deploy reports to tenant organizations (Beta)

You can now deploy reports to tenant organizations. For more details, see Deploy content to tenant organizations.

Redeploy documents to tenants (Beta)

When working with deployment policies to deploy documents to tenant organizations, you can manually redeploy documents to tenants. In a deployment policy, locate the tenant on the Deploy to tab, then select Redeploy to tenant.

For more details, see Deploy content to tenant organizations.

Visualize dependencies in a deployment policy

When deploying documents to tenant organizations, dependencies such as data models used by a workbook as a data source, or a workbook opened from an action in another workbook, are also deployed. You can now review dependent documents deployed to tenant organizations in the deployment policy.

Templates

AI spend templates to visualize cost of AI tools

Use the AI spend templates to visualize costs associated with AI tool usage. Sigma provides 3 templates:

If Sigma is connected to a data platform that contains the relevant cost data, you can use the relevant template to visualize spend.

App templates (Beta)

Start building an app in Sigma with app templates. The following templates are available to use and adopt as a starting place for your own app or an example for how to build your own app. Each app template includes sample data, input tables, and agents. The following app templates are available:

  • Project Management
  • Revenue Forecasting
  • Demand Planning
  • Pipeline Forecasting
  • Budget Variance Analysis
  • Territory Management
  • Shift Management
  • Marketing Analytics
  • Headcount Planning
  • Ticket Management

For more details, see Get started with templates.

Workbook elements

Icon support for buttons and the navigation element (GA)

You can customize layouts and guide users by setting an icon for button elements, as well as for options in the navigation element. Sigma provides a searchable library of ready-to-use icons to use.

For more information, see Button elements and Use the navigation element to guide user exploration.

Workbook features

Custom email branding and SMTP server configuration has moved

Custom email branding and SMTP server configuration options are now located in the Email customization tab in Administration > Scheduled exports & actions. These options were previously located in the Settings tab.

Hide sender information in export emails

You can now use the Hide sender information setting to hide the email body line that shows which user scheduled or sent the export. This only affects the email body, not the “From” field in the email.

See Customize email branding.

Bug fixes and improvements

  • Previously, the tooltips on certain UI elements did not respect the Invert tooltips workbook theme setting. Now, they correctly follow the theme setting.

  • Previously, Sigma overwrote all id values in a code representation used with the Create a data model from a code representation endpoint. Now, id values are preserved as written.

  • When creating a linked input table in a workbook, Sigma Assistant in build mode now prompts you to select a valid write-back schema. This update prevents the creation of linked input tables on connections that aren’t write-back enabled.

  • When deploying documents to tenant organizations, if custom page visibility is applied to a workbook tab and a team with the same name exists in the tenant organization, the document is deployed and the page visibility is maintained. If a document contains custom page visibility and the teams specified do not exist in a tenant organization, the document fails to deploy.