API

New response output for List workbooks for a tag and Get a workbook endpoints

The tags array includes two additional properties in the response for the List workbooks for a tag and Get a workbook endpoints:

Workbook features

Export to webhook

Webhook exports are now generally available (GA). Use a webhook to send workbook data to your own webhook endpoints or other applications.

For more information, see Export to webhook.

API

Additional workbooks and shared templates endpoints

The following workbooks and shared templates endpoints are now available:

• Share a workbook or template with another organization: POST /v2/workbooks/{workbookId}/shareCrossOrg

• List templates shared with your organization: GET /v2/shared_templates/shared_with_you

• Accept a pending template share: POST /v2/shared_templates/accept

New option for Create a connection endpoint

The Create a connection endpoint (POST /v2/connections) now includes the option to connect to MySQL.

New query parameter for List connections endpoint

The List connections endpoint (GET /v2/connections) now includes the includeArchived query parameter to return archived and inactive connections. If your request doesn't use this parameter, the response output is unchanged.

Embeds

Enhanced underlying data exploration

Embedded workbooks now support the enhanced Underlying Data modal, accessible from individual data points in visualization elements.

Right- or left-click a data point and select Show underlying data, then explore the underlying data by modifying filters, adding and removing columns, and interacting directly with the chart and data table.

Workbook elements

Trellis formatting for combo charts

Combo charts now support trellis formatting. Add a column as a trellis row or column to split a combo chart into a trellis.

Bug fixes

• The Administration > Authentication > Authentication Settings and Options section now correctly allows an admin to edit the Company Domain Signup field regardless of the configured authentication method.

• Conditional formatting for pivot tables now applies to cells containing “Total” labels. For more information, see Apply conditional formatting.

Functions and calculations

Function index

Use the function index to browse our entire functions catalog or use Ctrl+f to search for a specific function—all in a single page.

Sigma supports over 200 functions that enable you to perform simple and complex calculations, transformations, and extractions to get the most out of your data. The function index lists these by category (Aggregate, Date, System, Window, etc.), provides a brief description of each, and links to the individual function pages.

Workbook elements

Row ID column in input tables

Add an input table column containing system-generated row IDs to expose unique identifiers that support data management and referential integrity.

For more information, see Add row ID.

Workbook features

Show or hide columns with names matching control values

Use the Modify element action to show or hide table columns with names that match selected control values.

For more information, see Show columns with names matching control values and Hide columns with names matching control values.

Admin

New version tag metadata in audit log (Beta)

The AUDIT_LOG > SIGMA_SHARED > DOCUMENTS dimension table now contains the following columns:

This metadata enables you to obtain information related to both the source workbook and the tagged version when referencing audit log entries for events like exports and downloads.

Functions and calculations

Sequence function

The Sequence function returns an arithmetic sequence as an array of integers based on a specified range and increment.

For more information, see Sequence.

Workbook features

Support for emailing exports to organization users and teams

When configuring an email export, the Recipients field now features an autocomplete dropdown that helps you search for and select an organization team or user. You can also continue to input specific email addresses for non-organization members with authorized domains.

For more information about emailing workbook content , see Export to email.

Bug fix

• The Administration > Account Types > New Account Type page now correctly shows the Create, edit, and publish workbooks permission as auto-enabled (checkbox selected) when the Apply tags permission is enabled.

Admin

OAuth write access

OAuth with write access is now generally available (GA). No changes were made since the Beta release in May.

Configure an OAuth connection with write access to leverage the benefits of OAuth permission management with Sigma’s write-access features, including input tables, warehouse views, workbook materializations, and CSV uploads.

For more information, see Configure OAuth with write access.

API

Connection sync endpoint

Sync the connection to a specific database, schema, or table to update the data in Sigma.

For more information, see POST /v2/connections/{connectionId}/sync.

Embeds

Additional language support for workbook localization

You can now localize workbook text into Simplified Chinese, Korean, and Swedish.

For more information, see Manage workbook localization.

Workbook elements

Waterfall chart (Beta)

Build a waterfall chart to show changes in data over a period of time. Waterfall charts are perfect for financial analytics use cases where you track revenue and spend for a project, department, or an entire organization, and other use cases. You can format the shape, start, and end values of a waterfall chart as well.

For more information, see Build a waterfall chart.

Repeat row labels in pivot tables

In pivot tables with multiple pivot rows, you can format your table to repeat row labels.

For more information, see Working with pivot tables.

Text area control element

Use the Text area control element to enable multi-line text input.

With customizable input field height and vertical scrolling to view text overflow, the Text area control element is ideal for forms and more effectively supports larger amounts of text than the Text input control element.

Checkbox control element

Use the Checkbox control element to allow users to select or deselect a single option.

Like the Switch control element, the Checkbox control represents a binary state (true/false, on/off, etc.), but it offers a more suitable UI for presenting a list of multiple form options that users can select or deselect.

The screenshot demonstrates the use of multiple elements to create a multi-checkbox selection form. Each element supports a single checkbox field that can be selected independently of the others.

Functions and calculations

ArrayJoin function

The ArrayJoin function joins elements of an array into a single text string.

For more information, see ArrayJoin.

Workbook elements

Placeholder text in control elements

Customize placeholder text for any input-based control element (List values, Text input, Number input, Date, and Date range) to provide context about the expected input.

Go to Element format > General and update the Placeholder field. Placeholder text displays directly in the control’s input field and clears when the field contains user input.

API

Folder and document favoriting endpoints

Manage favorite documents and folders for a user:

• GET /v2/favorites/member/{memberId} lists documents and folders favorited by a user.
• POST /v2/favorites favorites a document or folder for a user.
• DELETE /v2/favorites/member/{memberId}/file/{inodeId} unfavorites a document or folder for a user.

Workbook template endpoints

Manage workbook templates:

• POST /v2/templates/{templateId}/swapSources swaps the data sources of a template.
• POST /v2/workbooks/{workbookId}/saveTemplate saves an existing workbook as a template.

Embeds

Self-service embed usage analytics

Use a third-party tool (like Pendo) to track inbound and outbound events implemented in your embedded analytics.

By tracking iframe events, you can gain a better understanding of how customers are using your embedded data. For more information, see Implement inbound and outbound events in embeds.

Workbook elements

Control element naming updates

For consistency and clarity, the control elements formerly labeled Text control and Number are now labeled Text input and Number input.

Workbook features

Zip file option for attachments in exports

Compress export attachments into a single zip file.

If you export files that are too large to send by email, choose Send as zip file to compress the attachments and ensure your reports are delivered as expected. For more information, see Compress attachments to a zip file.

Combined file option for PDF attachments in exports

Combine multiple PDF attachments when configuring ad hoc and scheduled exports.

The Combine attachments option expands the previous ability to merge Excel attachments into one file. For more information, see Merge PDF or Excel files.

Enhanced color formatting for workbook themes

Edit your workbook color settings directly from the Color section of the Workbook settings panel. You can also see a real-time preview of your workbook colors that automatically updates as you adjust the settings.

The color picker also features a new eyedropper tool that allows you to pick a color from the same workbook or a different browser window.

For more information, see Workbook settings overview.

Workbook features

Explain visualizations with AI (Beta)

Instantly generate a description of any chart with the AI Explain visualization feature. Details can include key insights, observations, data distribution summaries, and other context that can enhance your understanding of the visualized data and help drive informed decisions.

For more information, see Explain a visualization with AI.

Admin

OAuth write access (Beta)

Configure an OAuth connection with write access to leverage the benefits of OAuth permission management with Sigma’s write-access features, including input tables, warehouse views, workbook materializations, and CSV uploads.

For more information, see Configure OAuth with write access.

Embeds

Inbound event for bookmark update in embeds

Use the workbook:bookmark:update inbound event to communicate and interact between embedded content and the host application.

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

Workbook features

Default version tags

Users with Can edit workbook permission can now designate a tag as the default tag for a workbook. As a result, any user who does not have access to the Published workbook will see the default tagged version. Applying default tags to workbooks with multiple tags results in a more consistent viewing experience.

For more information, see Set a default tag for a workbook.

Bug fixes

• A user’s Sigma access token now expires when the OAuth access token expires, ensuring the user is logged out when the OAuth session has ended.

• Updates to filters and sorting in tagged workbook versions are now reflected in exports and no longer trigger errors.

Admin

SUPPORT_CHATS audit log dimension table

Reference information about user interactions with Sigma's live chat support feature.

The SIGMA_SHARED schema in the Sigma Audit Logs connection now features a SUPPORT_CHATS dimension table containing information about individual live chat conversations, including timestamp, user name, user email, and the full chat transcript.

Embeds

nodeType property for workbook:selectednodeid:update

Determine whether a selected node is a page or an element by referencing the nodeType property in the workbook:selectednodeid:update inbound event.

For more information, see Available inbound events.

Workbook elements

Data labels in maps

Add one or more columns to generate data labels in point and region maps. This update makes it easier to quickly view at-a-glance details directly in the element.

For more information, see Display chart data labels.

Custom formula aggregations in chart reference marks

Specify a custom formula aggregation when configuring reference marks in charts.

For more information about reference marks, see Display chart reference marks.

Donut hole value in donut charts

Display an aggregate value within the hole of a donut chart to add more context to your visualization.

For details about adding a donut hole value, see Pie and donut charts.

Workbook features

Custom SQL editor (Beta)

Use the new SQL editor—featuring a more integrated and collaborative experience—to build workbooks, datasets, and elements (tables, pivot tables, and visualizations) with custom SQL.

The Beta release includes the following enhanced capabilities:

• Toggle to an inline SQL editor view within any SQL-based workbook element, and expand the element to enter full screen mode.
• Collaborate with other workbook developers in a live editing environment.
• Use search and replace functionality within the custom SQL.
• Apply autocomplete suggestions featuring improved performance.
• View and access custom SQL from the workbook Lineage view.

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

Bug fixes

• In the Administration > Embeds page, you can now successfully preview an embed in the Embed Sandbox when you click More and select Test embed.

• When viewing an individual embed user's profile in the Administration > People page, the Edit member and account type modal now displays "Embed user" in the Account type field instead of “Invalid selection.”