Embeds

postMessage event for element errors

Elements that fail to load in embedded workbooks trigger a postMessage event that includes the element ID, message, and API error code.

Workbook elements

Chart and table element descriptions

Add descriptions to chart and table elements and display them as subtitles or tooltips. Go to Element format > Title and select the Show description checkbox to enable and configure the element description.

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

Vertical alignment in text elements

Control the vertical alignment of content in text elements for improved text display. Go to Element properties and choose top, center, or bottom alignment.

Workbook features

Additional entry point to license upgrade request

When a Viewer-licensed user clicks Create New in the side panel, Sigma notifies them that the ability to create workbooks requires an account upgrade. The user can send a request to organization admins, who can then upgrade the userโ€™s license by reassigning them to an account type with Create, edit, and publish workbooks permission.

Bug fixes

  • Sigma now verifies user account type permissions and only sends version tag email requests to users granted the Create, edit, and publish workbooks and Apply tag permissions. Viewer-licensed users (who cannot edit workbooks or apply tags) no longer receive the requests.
  • Initial clicks on list control elements in embedded workbooks no longer cause the iframe display to jump to the top of the workbook.

Admin

New audit log dimension tables (Beta)

The SIGMA_SHARED schema in the Sigma Audit Logs connection now features the following dimension tables containing information about your organization:

TEAM_MEMBERSOrganization team member attributes.
DOCUMENT_ELEMENTSWorkbook element and page attributes.

Dimension tables can be joined with the AUDIT_LOGS table to add context to audit log events.

Workbook elements

Data label improvements in pie and donut charts

Data label responsiveness and positioning have been updated in pie and donut charts to prevent overlap and improve overall readability.

Workbook features

CSV upload on Azure and AWS-EU

CSV upload is now available to Sigma organizations hosted on Microsoft Azure and Amazon Web Services Europe (AWS-EU). For more information, see Upload CSVs.

Bug fixes

  • Resolved an issue that prevented users from deleting hidden pages in workbooks.
  • The embed menu now updates the workbook owner when ownership is re-assigned.

Search and discovery

Searchable metrics

You can now use the search functionality to find metrics saved to datasets and connection tables.

Workbook elements

Color by category in region and geography maps

You can now add chart mark colors by category in Map - Region and Map - Geography visualizations. This update brings parity in color configurations across all map types.

Workbook features

Shared bookmarks

In addition to personal bookmarks, you can now create shared bookmarks that are available to all users with access to the workbook.

Input table edit versioning

If youโ€™re editing an input table in a workbookโ€™s published version (in View or Explore mode) and another user concurrently publishes an updated version of that workbook, you can save your changes to the new version. When you click Save in the input table element, Sigma informs you of the update, and you can choose to load and apply your changes to the latest workbook version.

Input table lineage summary card

In the workbook lineage, input table summary cards now include a Connection field that identifies the connection Sigma uses to write the input table data to the CDW/DBMS.

Bug fixes

  • Use of the API to generate a public embed for workbook elements no longer results in a broken link.
  • Dynamic text now reflects date or number formatting changes applied to the source column.

Embeds

User-backed embed parameters

New parameters are available for user-backed embed URLs:

use_user_nameDisplays the workbook creatorโ€™s name (instead of email) in embed menus and system-generated emails.
first_nameSets the first name of the current embed user.
last_nameSets the last name of the current embed user.

The first_name and last_name parameters must both be applied to replace the default name (โ€œEmbed User").

Data modeling

Warehouse views with row-level security

Data elements and input tables with row-level security (RLS) now support warehouse views.

When RLS applies, a warehouse view is created using the permissions of the user who configured it. This user is indicated in the Data permissions field of the warehouse view details.

Workbook elements

Control element label formatting

Label configurations for control elements are now consolidated in the Element format > Label section with the following new options:

Label positionDisplay the element above (Top) or beside (Left) the interactive control UI.
Label widthWhen Left position is selected, customize the width of the label relative to the full element area.

Workbook features

Conditional alerts for data elements and input tables

The element menu now features an Alert more action that opens the Schedule exports modal and auto-populates select fields based on the corresponding data element or input table. This allows you to quickly create a recurring export as a conditional alert to monitor a specific element.

For more information, see Schedule a conditional export or alert.

Bug fixes

  • The PDF export feature now executes successfully in user-backed embeds.
  • Admins can now view all scheduled exports for published and tagged versions at the workbook level. Schedule views are no longer impacted by version permissions granted to users who create the schedules.
  • When a user configures an export for a tagged workbook version and doesnโ€™t have access to the source workbook, the Document version or bookmark field in the Send Now or Schedule Exports modal now defaults to the current version. The field no longer defaults to โ€œInvalid selection."

Functions

DateLookback function

The DateLookback function returns the value of a variable at a previous point in time (or lookback period) determined by a specified date and offset.

For more information, see DateLookback.

Workbook elements

Period-over-period workflow

Sigmaโ€™s guided workflow for building period-over-period analyses provides a quick and convenient way to evaluate performance over time. Generate dynamic period comparisons without entering complex custom formulas, then easily visualize the results to identify trends, patterns, and anomalies.

For more information, see Create and edit a period-over-period analysis

Trellis chart upgrades

Trellis charts have been enhanced with the following upgrades:

  • Improved performance with large datasets
  • Better column and row spacing
  • Scrollable charts and legends
  • Larger minimum panel size
  • Tooltip bug fixes

For more information about trellis charts and how to use them, see Create and format trellis charts.

Workbook features

Bulk column relocation

When interacting with a data element or input table, you can now bulk relocate multiple columns using the Move to action in the column menu. This functionality is available in the Element properties panel and directly in the element.

Bug fixes

  • When the Comparison property is configured in a KPI chart, both the comparison value and label are now hidden if the referenced benchmark or target value is null.

Admin

Account type permissions

Account type permissions have been updated to enable more control over user actions in Sigma.

The following permissions were previously restricted to Admin users but can now be assigned to other account types (depending on the license):

  • Manage connections
  • Manage branding settings
  • Download or export now

The following permissions were previously inherent permissions for all users but can now be enabled or disabled for specific account types:

  • Create new workspace
  • Create new folders

Dynamic roles for PostgreSQL connections

Admins can now configure dynamic roles for PostgreSQL connections by selecting a user attribute in the Connection Credentials > Role setting. This allows Sigma to inherit warehouse schema permissions from PostgreSQL, eliminating the need for redundant data security configurations directly in Sigma.

Performance

Transient tables for materializations in Snowflake

Workbook materializations now create transient tables in Snowflake. Transient tables are specifically designed for transitory data (like materializations) and have reduced storage costs. For more information, see Snowflakeโ€™s documentation on working with transient tables.

Bug fixes

  • The width of the embed menu in embedded workbooks no longer expands and contracts as you scroll through documents with varying title lengths
  • Users can now schedule exports for a tagged workbook version regardless of permissions granted on the source workbook.
  • If you minimize the browser window height while tagging a workbook, the buttons now remain visible in the Set Tag on Version modal.

Embeds

Embed sandbox URL syntax

Sigma no longer automatically adds colons (:) to separate parameters in the embed sandbox URL.

For example, if you enter param1=value1 param2=value2 in the Other Parameters field, the URL is appended with ?param1=value1&m2=value2 instead of ?:param1=value1&:param2=value2.

Filters and controls

Tabular data in list filters and controls

List filters and controls now support input copied from tabular formats. Copy multiple cell values from Excel, Google Sheets, Sigma tables, etc., and paste them in the Search field. The input is automatically comma-delimited, enabling you to filter it as multiple distinct values.

Workbook elements

Data autofill in input tables

Input tables now support data autofill. Select a cell or range of cells, then drag the fill handle (blue box in the lower right corner of the selection) to highlight adjacent cells you want to populate. Sigma automatically fills the highlighted cell or range with data based on the selected values and patterns.

For text and checkbox columns, Sigma repeats the selected cell values. For number and date columns, Sigma projects values to continue a patterned sequence (like consecutive numbers or incremental dates). If no pattern is detected, it repeats the selected cell values.

Workbook features

Classic layout feature sunset

As part of Sigmaโ€™s plan to sunset the classic workbook layout and transition to exclusive use of the newer grid layout, the Revert to Classic Layout option has been removed from Workbook settings > Layout settings. For more information about this update, see the Sigma Community post.

Bug fixes

  • When swapping the source of a tagged workbook version, the Sources of tagged workbook dropdown now excludes connections with a different CDW/DBMS provider as the initial source.

Filters and controls

Regular expression (RegExp) text match filtering

New RegExp text match filters enable you to filter text columns based on specified patterns, including text strings, character classes, ranges, etc. These filters support the RegExp syntax and behavior of the connected CDW or DBMS.

Matches RegExpIncludes values that match one or more specified patterns.
Does not match RegExpExcludes values that match one or more specified patterns.

๐Ÿ’ก

Use the disjunction operator ( | ) to filter multiple values. For example, abc|xyz filters values that contain โ€œabc" or โ€œxyz."

Workbook elements

Conditional formatting in input tables

Add rules based on specified conditions to format single colors, color scales, or data bars in input table columns. Access conditional formatting in the Element format panel, or open a column menu and select Conditional formatting.

Hyperlinks in input tables

Add hyperlinks to input table columns. In the column menu, select Transform > Set link, then choose a column as the link source or create URLs with a custom formula.

Functions

Excel function alias support

When you enter an Excel function alias in the formula bar, the autocomplete dropdown suggests the corresponding Sigma function.

For example, when you enter Average (an Excel function alias), the dropdown suggests the Avg function.

Workbook elements

Custom number format specifiers

Custom number formatting supports the following specifiers to define precision and prefixes:

Specifier functionExample string and output 3
sFormat a fixed number of significant figures with an informal prefix 1.2s โ†’ 120B
SFormat a fixed number of decimal places with an informal prefix.2S โ†’ 123.46B
gFormat a fixed number of significant figures with an SI prefix 2.2g โ†’ 120G
GFormat a fixed number of decimal places with an SI prefix.2G โ†’ 123.46G

1 Informal prefixes include k (thousand), M (million), B (billion), T (trillion), etc.

2 SI prefixes include k (kilo), M (mega), G (giga), T (tera), etc.

3 The example demonstrates the output of the custom format string when applied to the value 123,455,000,000.

Bug fixes

  • In the workbook header, the version menu now displays the Tag this version and Tag this published version options as disabled (grayed out) when no tags are available.
  • Users can now consistently use the Set favorite setting in workbooks.
  • Workbooks no longer require a browser refresh to reflect deleted tags.

API

New teams endpoint

GET /v2/teams/{teamId}/members

Returns a list of team members and can be used to identify team admins.

For more information, see Team API.

Workbook elements

Cartesian chart default value formatting

Cartesian charts (bar, line, area, scatter, box, and combo) now display the value axis and data labels with metric abbreviations or SI units when the Automatic format option is applied by default or through manual selection. For example, the value 10,000,000,000 is displayed as 10B. However, if a chartโ€™s source element uses a specific format (number, currency, financial, etc.), the Automatic option inherits the source format.

Y-axis in KPI chart trend lines

KPI chart trend lines can display y-axis grid lines and value labels. To enable the y-axis, go to Element format > Trend and select the Show y-axis checkbox.

For more information about formatting KPI chart trend lines, see Build a KPI chart.

Option to sort null values first or last

When sorting a table column, you can force nulls to be ordered first or last regardless of the selected sort order (descending or ascending). To customize null value sorting, right-click the column header and select Custom sort, then select an option in the Nulls field.

Nulls field options:

DefaultOrders nulls based on the CDW or DBMS method.
FirstOrders nulls at the top of the column.
LastOrders nulls at the bottom of the column.