Workbook features

Customizable page tab color

Customize the color of individual page tabs for added clarity and organization in workbooks.

In the page menu, click Change color and select an option from the color palette.

Embeds

JavaScript event for saved bookmark

Sigma now listens for the following JavaScript event sent by a user to save a bookmark on an embedded workbook:

{
      type: 'workbook-bookmark-current';
      bookmarkName: string;
      isDefault: boolean;
      isShared: boolean;
}

Workbook elements

Map region improvements

Sigma now uses Mapbox to render regions in map elements. This update contributes overall performance improvements, including more precise boundaries for mapped regions.

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Due to updated place name specifications, Mapbox may not render some regions in existing maps. Update place names in map element data sources if needed.

Conditional formatting using hidden controls

Conditional formatting rules referencing hidden controls are now applied reliably to visible data elements in embeds and published workbook versions (View and Explore mode).

For more information about hidden controls and filter accessibility, see Create a hidden control.

Bug fixes

  • Selecting the Impersonate user function for a user assigned the Embed member type no longer redirects admins to the Home page.

  • Admins can now successfully update a user’s member type from Internal to Guest.

  • Sigma now emits the workbook:error JavaScript event when an embed user is logged out due to a session timeout.

Admin

Account type permissions for export destinations

Account types feature separate permissions for individual export destinations, enabling granular control over members’ ability to export workbook content to Google Sheets, Google Drive, Slack, cloud storage, and webhooks.

For more information, see the account type permission availability matrix (Sharing and exports section) in License and account type overview.

Separate export warehouse

If your Sigma organization is connected to Snowflake, you can run all scheduled, direct, and on-demand exports through a separate warehouse. This practice isolates export operations to optimize performance and reduce computing costs.

For more information, see Configure an export warehouse.

Performance

SUPER data type support

Sigma natively supports the SUPER data type to seamlessly handle semistructured data from Redshift connections.

Workbook elements

Default value for empty pivot table cells

When there’s no corresponding source data for a pivot table value cell to reference (no record exists for the particular combination of dimensions), the cell is empty by default. To customize the value for all empty cells, go to Element format > Format and enter the preferred value in the Empty cell display value field.

Workbook features

Table styling in workbook settings and organization themes

Configure a default table style for an entire workbook (in the Workbook settings panel) or an organization theme (in the Administration portal).

For more information, see Customize table styles and Create and manage workbook themes.

Functions

Array function

The Array function returns an array containing specified values.

For more information, see Array.

Workbook elements

Repeat pivot values in exports

When sending or scheduling an export, you now have the option to repeat pivot values in Excel or CSV output.

In the Send Now or Schedule Exports modal, go to More options and select the Repeat pivot values checkbox. This ensures the pivot header values are populated in every applicable row or column.

Bulk column drag-and-drop

When interacting with a visualization, table, pivot table, or input table elements, you can now bulk drag-and-drop columns in the Element properties > Columns tab to reorder multiple columns or add them to groupings, calculations, and other properties.

Workbook features

Button element formatting

Button elements now feature new Style, Shape, and Size formatting options in the Element properties panel.

Admin

Updated licensing model

Sigma’s license tiers are now labeled Lite, Essential, and Pro to bring clarity and simplicity to the licensing model.

If your organization was previously subscribed to the two-license model, it will continue using two license tiers: Lite (formerly Viewer) and Pro (formerly Creator). No action is required to accommodate the update, as all user functionality and experiences will continue seamlessly.

For more information, see the Sigma Community post.

Functions

DateFormat function enhancement

The DateFormat function now supports the %q specifier that allows you to extract the quarter component from a datetime value.

For more information about the function and supported format specifiers, see DateFormat.

Admin

Updated account type permissions for explore access

Account types now support two permissions that enable users to be granted Can explore workbook permission. These account type permissions determine how users interact with workbooks in specific modes.

  • Basic explore enables users to access View mode with additional capabilities when granted Can explore workbook permission.

  • Full explore (formerly named Explore workbooks) enables Basic explore capabilities in View mode as well as the full scope of user interactions in Explore mode.

For a detailed comparison of user interactions supported by each permission, see Basic explore vs. Full explore.

Templates

New templates

The following templates are now available in the Templates > External tab:

  • Google Analytics 4: Offers visibility into GA4 events data not provided by the Google Analytics platform.

  • Plugs Electronics Profit Planning Tool: Leverages Sigma’s latest design features for an improved look and feel.

  • Loan Analysis: Analyzes loan portfolio performance using publicly available loan data from Lending Club.

Workbook elements

Display or hide legends in maps

Map elements now support the ability to display or hide legends. In the Element properties > Legend section, select the Show legend checkbox to display the legend or clear the checkbox to hide it.

Embeds

Hide run as recipient

Embeds now support a hide_run_as_recipient parameter that allows you to hide the Run queries as recipient option in the Send Now and Schedule Exports modals. This removes the ability for embed users to configure exports that run queries using the recipient’s permissions and data access. A Hide run as recipient option has also been added to the Embed configurations panel in the embed sandbox.

Embedding workflows UI refresh

The following UI changes have been applied to the embedding workflows in Sigma:

  • Embed types now include Secure or Public. All references to “Application” and “User-backed” embedding have been removed.
  • The former APIs & Embed Secrets page in the Administration portal is now labeled Developer Access. This page displays existing credentials and allows you to create new ones.
  • The former Application Embedding Secret modal (accessible from the Developer Access page) is now labeled Secure Embedding Credentials. This modal displays the client ID and embed secret upon creation.

For information about secure and public embedding, see Create and manage a secure embed and Create and manage a public embed.

Workbook elements

Clear segmented control selection

Segmented control elements now feature a Show clear option setting in the Element properties > Settings tab. Enable this and customize the display label (default “None”) to add an option that allows users to clear the selected control value.

Functions

ConvertTimezone function enhancement

The ConvertTimezone function now supports an optional from_timezone argument that allows you to specify the time zone from which the datetime value is converted. This argument can be used when the data’s originating time zone differs from your organization’s configured account time zone.

For more information, see ConvertTimezone.

MakeDate function enhancement

The MakeDate function now supports optional hour, minute, and second arguments that enable more precision when specifying the datetime components.

For more information, see MakeDate.

Workbook elements

Permanent filter icon display

The element toolbar for data elements now includes a filter icon at all times, regardless of whether a filter or control is already applied. This update enables quick access to filtering options for every data element added to the workbook.

Workbook features

Dynamic page visibility (Beta)

Dynamic page visibility allows you to restrict the visibility of individual workbook pages based on specific users and teams. By default, pages are visible to all users with permission to view, explore, or edit the workbook, but you can now choose from three options:

Hide page from all usersHides page from all users when the workbook is open in View or Explore mode.
Show page to all users
(default)
Shows page to all users when the workbook is open in any mode.
Only show to select users or teamsShows page to select users and teams when the workbook is open in any mode. Hides page from unselected users when the workbook is open in View or Explore mode.

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Page visibility settings apply to View and Explore mode only. The workbook owner and all users with Can edit access to the particular workbook can access all pages in Edit mode, regardless of page visibility settings.

For more information, see Customize workbook page visibility.

Embeds

View embed URL in Embed Sandbox

When an embed is loaded in the sandbox environment, you can now click a View Url option to display the embed URL.

JavaScript event for bookmark creation

The following JavaScript event emits when a user creates a bookmark on an embedded workbook:

{
    type: 'workbook:bookmark:oncreate';
    bookmarkName: string;
    workbookId: string;
    versionTagName: string | null;
    bookmarkId: string;
 };

Workbook elements

Text input control type

The former Text box control element has been renamed to Text input to differentiate it from the Text UI element.

Workbook features

Actions (Beta)

Actions allow you to configure interactivity within and across elements in a workbook. By automating responses to specific user interactions, you can create efficient workbook workflows that produce quick and relevant data insights.

Workbook actions also support dynamic cross-element filtering, which enables user interactions with one element to automatically filter the data of other elements in the same workbook. For example, when a user clicks a data point in one chart (the trigger element), Sigma automatically applies a filter to another chart (the target element) using the dimension value of the clicked data point (see the interactive demo).

For more information about workbook actions, see Create and manage workbook actions and Configure cross-element filters.

Design improvements for scheduled exports

The Schedule Exports modal has been redesigned to improve discoverability and the overall user experience when scheduling an export.

Underlying data enhancements for visualizations (Beta)

Underlying data is now accessible from individual data points in visualization elements. Right-click and left-click menus for data points both feature Show underlying data options that open an enhanced Underlying Data modal. You can explore the underlying data for specific data points or the entire chart by modifying filters, adding and removing columns, and interacting directly with the chart and data table.

Bug fix

  • Can write only permission set at the connection level no longer blocks additive permissions set at the schema or database table levels.

Infrastructure

Expansion to AWS UK and additional language support

Sigma is now deployed in AWS UK in compliance with UK GDPR (Data Protection Act 2018). Located in London, United Kingdom, the deployment gives customers in the UK more control over data storage while enabling compliance with internal policies and external data residency requirements.

To accompany the region expansion, Sigma now supports the English (United Kingdom) (en-gb) locale for enhanced localization. When enabled, dates display as DD/MM/YYYY or Day Month Year, and time displays in the 24-hour format.

Workbook elements

Dynamic element titles

Workbook element titles now support dynamic values. This update allows you to create more relevant and detailed element titles that adapt to selected control values.

For more information, see Create a dynamic title in Customize element title.

Input table row deletion

You can now delete any row (saved or unsaved) when editing an input table in the permitted workbook version (based on element’s data entry permission).

The ability to delete saved rows was previously restricted when the data entry permission was set to Only on Published version. Therefore, users could only delete unsaved rows while editing an input table in a workbook’s published version. This update removes the restriction and allows users to delete any row while editing the draft (via Edit mode) or published version (via View or Explore mode).

Bug fix

  • Sigma now exports a tagged workbook version to Google Drive without requiring recipients to have access to the source workbook.