Admin

License tier updates

Sigma's license model now includes four tiers: View, Act, Analyze, and Build. This structure applies to all organizations created on or after March 4, 2025. Organizations created prior to this date will continue using Lite, Essential, and Pro license tiers and will be scheduled for a license migration at a later date.

For more information about the new licenses, see Account type and license overview.

Permission changes for AI features

AI features have been split into separate permissions as opposed to requiring a Use AI features permission in the highest license tier. The Use AI features permission has been removed.

• All users with Basic explore permissions now have access to the Explain this chart functionality.
• All users with Full explore permissions now have access to the AI-powered formula assistant. Users can ask AI to explain what is happening in an existing formula, or ask AI to write a formula for them.

The use of these AI-powered features also requires an admin to configure the OpenAI integration for the organization.

For more information, see Account type and license overview and Basic explore vs. Full explore.

API

Request an API token on any endpoint page

When accessing the Sigma public API documentation, you can request an API token from any endpoint documentation page, instead of first accessing the Get access token documentation page.

The endpoint for retrieving a token and refreshing an existing token is unchanged. This is not a code change to the API.

New option for List workbook pages for a workbook and List elements in a workbook endpoints

You can now retrieve pages and elements for a saved view, formerly known as a bookmark, using the API.

The List workbook pages for a workbook (GET /v2/workbooks/{workbookId}/pages) endpoint and the List elements in a workbook (GET /v2/workbooks/{workbookId}/pages/{pageId}/elements) endpoint now include the bookmarkId query parameter.

New writebackSchemas options for Create a connection and Update a connection endpoints

When adding a Snowflake or Databricks connection that uses OAuth with the Create a connection (POST /v2/connections) endpoint or updating one with the Update a connection (PUT /v2/connections/{connectionId}) endpoint, you can use the new writebackSchemas option to provide multiple write-back schemas for the connection to use.

Multiple write-back schemas helps keep content created by different teams or users with different permissions in different schemas.

Search and discovery

Shared view limitations

Each workbook is now limited to 10 shared views (previously known as shared bookmarks). If a workbook has version tags, the limit applies per tagged version. There is no limit on the number of personal saved views (personal bookmarks) per workbook.

Organizations with more than 10 existing shared views will be able to keep their existing shared views, but not be able to make more.

Workbook elements

Legend control element (Beta)

Add the legend control element to your workbook to target multiple charts with one legend and align colors across charts. The legend control functions as an interactive legend, letting you filter and highlight corresponding data points in targeted charts. Any categories not represented in the list are collected as an extra category, "Others", which can be turned off.

For more details, see Create and configure a legend control (Beta).

Workbook features

Redesigned user interface for workbooks and data models

The workbook and data model UI has been redesigned to simplify the creation experience in Sigma. The redesign includes the following changes:

• A unified header: A simplified header and new menu that consolidates the available workbook and data model options for easier access.
• New ways to create and edit elements:
  • An Add new element bar where you can add elements at any time.
    A simplified editor panel with tabs to access element properties, format, and actions.
    For an overview of the new workbook UI, see Navigating a workbook (link).
• Views: Views include custom views and saved views. Custom views allow you to explore and make changes to your workbook, without affecting the published or tagged version of your workbook. Saved views replace bookmarks, and allow you to return to changes you’ve made on top of a published workbook at any time.
  • To learn how to create custom views and leverage them for ad hoc data analysis, see Create custom views.
  • To learn how to create saved views and share them with other users, see Create and share saved views.

The new UI has been rolled out for all new Sigma organizations, and will continue to be enabled in a multi-stage rollout for all existing organizations.

To learn more about the design ethos behind this change, see Making Sigma Click: Introducing Our Refreshed Interface.

Call stored procedures with actions (Beta)

Call stored procedures defined in a Snowflake, BigQuery, or Amazon Redshift connection using an action. If the stored procedure returns non-tabular results like a string, number, or Boolean value, you can work with the output as an action variable. With this release, you can also grant users and teams access to use existing stored procedures from a specific schema without granting those users access to the entire connection.

For example, if you have an existing stored procedure in your data platform that you use to perform a complex calculation, rather than recreating the logic in a Sigma custom function or formula, you can call the stored procedure and use the output in Sigma.

For more details, including detailed end-to-end examples, see Create actions that call stored procedures (Beta).

Interactive chart legends support map and funnel charts

Map and funnel charts that have a color by category set support the following interactive filtering capabilities in the legend:

• Hover over a legend entry to highlight corresponding data points.
• Click a legend entry label to isolate corresponding data points.
• Select or clear the checkbox of one or more legend entries to show or hide corresponding data points.
• Click anywhere (within the element) outside of the plot area or legend to reset the chart display.

Keyboard shortcut for cell selection

When you select a single cell in a table, you can add adjacent cells to the selection using the keyboard shortcut ⌘+⇧+arrow (Mac) or ctrl+⇧+arrow (Windows).

Bug fixes

• Actions with conditions based on hidden columns now trigger as expected.
• The Workspaces page no longer displays a "Too many results resolved" error when attempting to load a very large number of workspaces.

API

New option for List workbooks endpoint

The List workbooks (GET /v2/workbooks) endpoint now includes the excludeExplorations query parameter to be used with the skipPermissionCheck query parameter to exclude explorations from the response.

For example, if an admin wants to return all workbooks in an organization, but exclude ad hoc explorations, they could send a GET request to https://api.sigmacomputing.com/v2/workbooks?skipPermissionCheck=true&excludeExplorations=true.

New filtering options for List connections and List user attributes endpoints

The following endpoints now support optional query parameters to allow you to filter the results:

• The List connections (GET /v2/connections) endpoint now includes the search query parameter.
• The List user attributes (GET /v2/user-attributes) endpoint now includes the name query parameter.

Workbook elements

Copy and paste container format

Copy the format of a container, then paste it to a destination container in any workbook. Select Copy/Paste > Copy format from the element menu, or use keyboard shortcuts ( ⌘+⌥+C to copy and ⌘+⌥+P to paste for Mac OS, or Ctrl+Alt+C to copy and Ctrl+Alt+P to paste for MS Windows).

Workbook features

Selection criteria for action conditions

When configuring a column condition on an action sequence, use the Selection matches criteria option to run the sequence only when a user selects a table, pivot table, or input table row containing a specific column value, or when the user selects a data point representing that value in a chart.

Dynamically move columns with actions

Use the Modify element > Move columns action to dynamically move columns into and out of groupings and properties when column names match selected control values in the trigger element. This action can be configured on List value and Segmented controls only.

For more information, see Move columns.

Bug fixes

• When exporting grouped tables with totals, the totals now appear in a separate column with a correct header, for example, Column Name (Grand Total).

Admin

Use different OAuth configurations for authenticating users to your connections than you use for your Sigma organization (Beta)

Sigma now supports authenticating a connection with OAuth without re-using OAuth credentials used for authenticating users to your Sigma organization. As a result:

• You no longer need to use OAuth as your authentication method for your Sigma organization in order to authenticate a connection with OAuth.
• If you use multiple IdPs and data platforms, you can create connections with different OAuth configurations as needed.
• When authenticating Snowflake connections with OAuth, you can configure Proof Key for Code Exchange (PKCE) and/or JSON Web Tokens (JWTs) to secure your connection.

For more information about OAuth, see Configure OAuth.

For instructions on how to configure a unique OAuth connection for a Databricks or Snowflake connection, see:

• Connect to Databricks
• Connect to Snowflake

Workbook features

Modal element (GA)

Modals help simplify workbook design and allow you to build a streamlined, app-like experience. An open modal overlays and obscures a workbook page to provide a focused view of the modal content. This reduces visual clutter and allows you to present form fields, provide customized drilldowns, display controls and filters in a dedicated container, etc.

To incorporate a modal into a workbook, you must configure an Open modal action. For more information, see Add a modal to a workbook and Open or close a modal.

API

Expanded options for the Add workbook schedule endpoint

The Add workbook schedule endpoint (POST /v2/workbooks/{workbookId}/schedules) now supports options that were previously available only from the UI, such as creating a conditional export, repeating pivot header labels, compressing attachments to a zip file, and specifying control values for the export.

Embeds

New outbound events in embeds

Use two new outbound events, workbook:bookmark:ondelete and workbook:bookmark:onupdate, to communicate and interact between embedded content and the host application.

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

Workbook features

Updated application of the On close action trigger for modals

The On close trigger type for modals has been updated to only initiate actions when a user clicks the Close icon or anywhere outside the modal. The trigger no longer applies when the Close modal action is configured for the primary or secondary button.

If you configured actions for the On close trigger that are intended to initiate when a user clicks a button to trigger a Close modal action, you can move the actions to the applicable button trigger.

Bug fixes

• The Create connection endpoint (POST /v2/connections) and Update connection endpoint (PUT /v2/connections/{connectionId}) no longer fail when creating or updating connections with OAuth. Note that for non-OAuth connections, the API validates that you can connect to the newly created or updated connection with your credentials. In the case of an OAuth connection, this validation step does not apply. Instead, manually validate that you can connect with your OAuth credentials after you create or update the connection.
• When the value of a grouping key is null, applying the Selection variable to an Open link action no longer returns a null value that opens a blank page.

Admin

Audit logs now available in us-east-1 region

Organizations hosted in AWS us-east-1 are now able to access the Sigma Audit Logs connection, which records data related to user-initiated events that occur within your Sigma organization. The connection is disabled by default, but an Admin user can enable it in the Administration portal.

See Enable audit logging.

API

Swap link sources for datasets

The Swap workbook data sources endpoint (POST /v2/workbooks/{workbookId}/swapSources) now includes the option to swap dataset links. When using the sourceMapping option, the columnMapping option supports specifying a link name and linked column name to swap from one dataset link to another dataset link.

For example, to change the source for a workbook from one dataset link to another, set the fromId and toId to the same dataset ID, but update the fromColumn to the name of the previous dataset link and linked column name and the toColumn to the desired dataset link and linked column:

{
    "sourceMapping": [
        {
            "fromId": "bfa59799-69c7-423d-b965-7319cbfc2ebb",
            "toId": "bfa59799-69c7-423d-b965-7319cbfc2ebb",
            "columnMapping": [
                {
                    "fromColumn": ["Link name", "Missing column name"],
                    "toColumn": ["Link name", "New column name"]
                }
            ]
        }
    ]
}

Workbook elements

Freeze columns in pivot tables

Pivot tables now support the ability to freeze or unfreeze the position of columns.

For more details, see Format column location in a table.

Workbook features

Schedule exports as an email burst (GA)

You can send a custom-filtered report to a dynamic list of recipients as a scheduled email burst. Send a workbook, workbook pages, and individual workbook elements as supported attachment types, such as PDF, Excel, or PNG files.

For more details, see Export as email burst.

Set conditional exports to alert a specific number of times (Beta)

Limit the number of conditional exports by setting the frequency of an export to send only a given number of times per day, per week, or all time.

For example, a conditional export that sends an email when there is data in a table can be set to alert once per day.

Customize chart and formatting color scales (GA)

Create custom color scales to use when formatting chart colors or conditional formatting for tables. Create a custom color scale for an organization theme, workbook theme, or for a specific data element.

For more details, see Add a custom color scale.

Admin

EN-AU now supported as an account locale

You can now set Australian English as your organization’s locale. Setting EN-AU as your organization’s locale will allow EN-AU number formatting, currency, and custom translations to be used as a default across the organization.

See Manage organization locale.

Embeds

Embed SDK for React (GA)

The Embed SDK for React offers a developer-friendly interface that simplifies integration into applications. Developers can access detailed installation and usage guides on Github.

See Embed SDK for React or follow this QuickStart for an in-depth guide to using the SDK.

Filters and controls

Specify date values in controls with Unix timestamps

Date range controls and date controls now accept date values as Unix timestamps (milliseconds since epoch) when setting values with URL query string parameters or from an action.

For example, ?date-control-ID=1738260555.

For more details, see Set control values in a URL using query string parameters.

Performance

Reduced 2FA code expiry times

Two-factor authentication email codes now expire after 5 minutes, instead of 15 minutes.

Inputting invalid SAML RelayState now displays error messages

When a SAML RelayState with invalid origin is entered, an error message is now displayed.

Workbook features

Layout grid is hidden by default

When editing workbooks and data models, grid lines are visible when moving elements and are otherwise hidden.

To show grid lines by default, you can modify the layout settings for a specific workbook. See Layout settings in Workbook settings overview.

Updated trigger type UI

In the Actions panel, action sequences are no longer added and grouped based on trigger type (On select, On change, On click, etc.). Each sequence indicates the trigger type, and you can select a different option from a dropdown when multiple types are available.

Bug fixes

• When the embed team name contains an apostrophe, the embed sandbox no longer shows an "invalid embed signature" error and loads the embed successfully.
• When you switch between Secure and JWT mode in the embed sandbox, Sigma now clears the URL field so that you can load the new embed without any error messages.
• When hidden column values are passed to controls through workbook actions, those columns are now correctly excluded from Excel files.

Admin

Uniquely identify SAML attributes with the Sigma namespace prefix

You can now uniquely identify your SAML attributes by using the Sigma namespace prefix (https://schema.sigmacomputing.com/2025/01/claims). This can be applied to the userRole and userGroups attributes to avoid overlap with other app configurations. For example, the userRole attribute name would look like https://schema.sigmacomputing.com/2025/01/claims/userRole.

See Configure SSO for your Sigma Organization in Single sign-on with SAML.

API

New parameters added for List workbooks endpoint

The List workbooks (GET /v2/workbooks) endpoint now supports two new optional query parameters:

• The skipPermissionCheck parameter. When set to true, allows the API client to return all workbooks in a Sigma organization, including those not shared with the requesting user. The API client must have admin privileges to use this parameter.
• The isArchived parameter. When set to true, filters the results to include only archived workbooks.

New userAttributes option for Create a connection and Update a connection endpoints

When adding a Snowflake connection with the Create a connection (POST /v2/connections) or updating one with the Update a connection (PUT /v2/connections/{connectionId}) endpoint, you can use the new userAttributes option to specify a user attribute to dynamically assign the role and the warehouse for the connection.

For more details on dynamic role and warehouse assignment with user attributes, see Configure user attributes on a Snowflake connection.

Infrastructure

Sigma now supports the AWS US East region

Sigma is now deployed in AWS US East (us-east-1). This region, located in Northern Virginia, is the largest AWS region and gives customers on the East Coast lower latency and enhanced performance when connecting to Sigma.

Workbook elements

Renaming visualization to chart

As part of ongoing improvements to UI terminology, references to "visualization" are now consistently updated to "chart".

Workbook features

EN-AU is now a supported locale

Sigma now supports Australian English localization, including date format and currency. You can preview a workbook or set custom translations with EN-AU.

See Manage workbook localization and Manage organization translation files.

Export raw data formats from bookmarks

Export data from a bookmark to a CSV, Excel, or JSON-formatted file.

Bug fixes

• The Refresh element action now successfully refreshes data for elements on hidden pages.
• The List columns for a workbook element endpoint (GET /v2/workbooks/{workbookId}/elements/{elementId}/columns) now correctly returns pagination data in the nextPage portion of the response.
• Scheduled exports that email team members now send to the members of the team when the export is sent, instead of the members of the team when the schedule is added.

Admin

COMMENTS audit log dimension table

The SIGMA_SHARED schema in the Sigma Audit Logs connection now features a COMMENTS dimension table containing information about comment activity on workbooks and elements, including a full transcript, attachments, and mentioned users.

For more information, see the Sigma Shared metadata reference in Audit log events and metadata.

API

Allowlist IP addresses for API access (Beta)

Restrict access to the Sigma API for your organization by adding IP addresses and IP address ranges using CIDR notation to an allowlist. With an allowlist configured, only users making API requests from allowed IP addresses can make successful requests.

For more details, see Restrict API access by IP address (Beta).

Functions and calculations

Get additional formula guidance

When you write formulas in workbooks and data models, additional guidance is now available to help. If guidance is available, a wavy underline appears. Hover over the highlight to see a tip or a warning that your results might not be what you expect, and select Apply formula to update your formula with one click.

Workbook elements

Add custom data labels to area, bar, line, scatter, and combo charts

Select one or more columns to add custom data labels to area, bar, line, scatter, and combo charts.

See Display chart data labels.

Customize chart and formatting color scales (Beta)

You can now create custom color scales to use when formatting chart colors or conditional formatting for tables. Create a custom color scale for an organization theme, workbook theme, or for a specific data element.

For more details, see Add a custom color scale (Beta).

Workbook features

Action trigger configurations for tables, pivot tables, and input tables

Tables, pivot tables, and input tables now support more ways to determine when and how user interaction triggers action sequences:

• In the When selecting cells in column field, select Any column to trigger an action sequence when a user selects a cell in any column.
• In the element’s Action panel, click More, then select or deselect Allow keyboard to trigger actions to control whether keyboard navigation within the element can trigger action sequences. When the option displays a checkmark, keyboard navigation and pointer events (e.g., mouse clicks) can trigger the action sequences. When the option doesn’t display a checkmark, only pointer events can trigger them.

💡

Keyboard navigation as a trigger interaction can disrupt the user experience. For example, if the element's action sequences include actions that open links or other workbooks, a user can be unintentionally navigated away from their current task. This can be particularly disruptive if the action sequence can be triggered by selecting a cell in any column.

Consider allowing keyboard navigation to trigger actions only when it facilitates the configured action sequences and is unlikely to interfere with usability.

Option to open workbook templates with actions

When configuring an Open Sigma doc action, you can now select a workbook template as the destination.

Bugfixes

• You can now select specific tables in a data model when adding or changing data sources for an element.
• Sigma no longer allows users to create input tables on an OAuth connection when an input table edit log destination is not configured.

API

New options for Add workbook schedule endpoint

The Add workbook schedule endpoint (POST /v2/workbooks/{workbookId}/schedules) now includes two new options:

• The parameters option, allowing you to customize control values when programmatically adding an export schedule to a workbook.
• The ownerId option, allowing you to specify a user to own the export schedule.

Workbook elements

Display images in pivot table cells

If your pivot table has a column that contains links to images, such as thumbnail images of retail products, you can transform the column to display the image links as images. You can set images to display in pivot table row, column, or values columns.

See Display linked images in a table or pivot table.

Show or hide all totals in a grouped table

Easily show or hide totals for all levels of a grouped table. Right-click a table cell to open the context menu and select Show all totals or Hide all totals to show or hide totals for all grouping levels of the table.

See Show totals in a grouped table for more details.

Bug fixes

• When a value in a list control is selected, the display value is now shown instead of the raw value.
• Formulas with an argument referencing a hidden control (control element on a hidden page) now evaluate successfully, regardless of the reference’s argument position.
• When entering a table in a SQL query, the autocomplete dropdown now excludes tables that the user does not have permission to view.

Embeds

Inbound event for changing between supported workbook modes in an embed

Use the workbook:mode:update inbound event to change between Explore mode and View mode in an embed.

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

Search and discovery

Recover your own deleted documents

Any user can now recover their own deleted documents without the involvement of an admin.

For more information, see:

• Recover deleted documents
• Recover a deleted workbook
• Recover a deleted data model
• Recover a deleted dataset

Workbook features

Expanded options for actions that set control values

When configuring the Set control value action to update a List values control, the Set control selection to setting allows you to determine whether the action replaces or adds values to the existing control selection. This enhancement brings flexibility to the action in support of list controls that allow multiple value selections.

Custom digit grouping sizes supported

You can now set custom digit grouping sizes for numerical columns, to accommodate variances between number systems.

For more information, see Custom number formats.

Bug fixes

• The Create a member (POST /v2/members) endpoint now returns an error if the email address is not in a valid format.
• Improved data label positioning for bar charts. Bar charts that use a label style of Auto see fewer overlapping labels.
• The appearance of KPI charts at smaller sizes is improved.
• Showing or hiding totals on a grouped table now hides the totals row for the entire grouping level, instead of only removing the total value from the row.
• When hiding totals in a pivot table, totals can now be hidden if the pivot values were placed above rows or columns.