Admin

Azure SQL Database, SQL Server 2022 and Azure SQL Managed Instance connections (GA)

Sigma now supports secure connections to Azure SQL Database, SQL Server 2022 and Azure SQL Managed Instances.

For more information on how to set up these connections, see Connect to Azure SQL Database and Connect to SQL Server and Azure SQL Managed Instance.

New supported organization locales

English (Canada) and English (Ireland) are now supported organization locales. Setting en-ca or en-ie as your organization's locale will allow for en-ca or en-ie number formatting, currency, and date formatting to be used as a default across the organization. See Manage organization locale.

Set up Key Pair authentication for OAuth service accounts

You can now set up Key Pair authentication for Snowflake OAuth service accounts. For more information, see Connect to Snowflake with OAuth.

AI

Ask Sigma question sharing

You can now share queries you enter into Ask Sigma as a custom URL with users in your organization. When other users access the URL, Ask Sigma automatically populates the query and produces a response. Also, if users modify the original query, Ask Sigma automatically updates the custom URL to share.

For more details, see Ask natural language queries with Ask Sigma

Observations from Ask Sigma

Ask Sigma now provides an Observations section as part of the output for your queries, that helps highlight relevant data and information from your query results.

Data modeling

Reference Sigma workbook elements when writing Custom SQL in data models (Beta)

When writing custom SQL in data models, you can now use the sigma_element() syntax to reference Sigma workbook elements. See Reference existing Sigma workbook elements in Write custom SQL for more details.

Workbook elements

Copied elements now paste at the same size as the original

Pasted elements previously appeared at the default size for that element. Now, pasted elements match the size of the copied element.

Show longer chart axis labels

In Cartesian (bar, line, combo, area, scatter, box and waterfall) charts with an ordinal axis, you can now show longer axis labels. To allocate more space for longer labels, select the Allow longer labels checkbox under Data labels.

Show strokes for all marks within a combo chart

You can now select Show strokes options (On, Off or Auto) for data labels of line, area and scatter marks in a combo chart. Previously, only bar marks had these options. You can also now show or hide label strokes for all series in a combo chart (Data labels > Apply to all series > Show stroke).

Workbook features

Excel-formatted exports include empty cell display value

If your pivot table has an empty cell display value set, scheduled and on demand exports to Excel (XLSX) of that pivot table now include the display value.

Add a workbook description

You can now add descriptions to a workbook. Describe what the workbook is for, how it can be used, and other useful information. Workbook descriptions can be viewed by anyone with access to view the workbook.

To add a description:

1. Select the workbook name to open the document menu, then select About this workbook.
2. In the text box below the workbook name, type a description. The description saves automatically.

Bug fix

• The Azure SCIM PatchGroup operation now allows for team updates for deactivated users.
• The , character within columns is now correctly escaped for Snowflake CSV exports to cloud storage.
• Coachmarks are no longer visible in exports, embed, or when using Present.
• When editing tab names in a workbook, the & character now behaves as intended.
• When multiple user avatars are visible in the header, they now overlap correctly.

Admin

Optional version tag descriptions

When you create a version tag you no longer need to enter a description for it.

API

New API endpoint to update tag details

The following endpoint to update tag descriptions is now available:

• Update a tag (PATCH /v2/tags/{tagId})

Workbook elements

Double-click to rename tabs in tabbed containers

You can now double-click the name of a tab in a tabbed container to rename it. This is in addition to the previously available rename options in the editor panel.

View column descriptions in pivot tables

If your pivot table contains columns with descriptions set, you can now hover over the column header to view the column description.

Workbook features

Export to cloud storage (GA)

If your workbook has elements from a Snowflake or Redshift connection, exporting the data for those elements to cloud storage associated with those connections is now generally available.

Export PDFs to larger page sizes (GA)

When you export a workbook, page, or element to a PDF, you can now choose the page size. In addition to the previously supported Letter size, you can now export to Legal, Tabloid, A0, A1, A2, A3, and A4 page sizes.

Data apps

Option to remove control selections with actions

In addition to replacing and adding control value selections, the Set a control value action now supports the ability to remove selections. When you configure separate Set control value actions using Add to existing selection and the new Remove from existing selection option, you can enable users to easily add and remove values from filter controls.

For information about creating a solution like the example above, see How to create a click to add & remove action in Sigma Community.

Search and discovery

Subscribe to What's New in Sigma

Release notes are now also available on the Sigma Community site. There, you can opt in to receive notifications about future release notes in order to stay on top of everything new happening at Sigma. For more information on how to subscribe to release note notifications, see About the release notes category. You can also subscribe to automated updates in any Slack channel using the Sigma Community release notes RSS feed.

Updated details for source selection

When browsing for a data source in Sigma, such as when choosing or changing the source for a data element, you can see the connection name, full path to the table, and any usage statistics for the table.

Workbook features

Dynamic text for embed element URLs

Embed elements accept dynamic text in the URL field. You can now press = while editing the URL field to open the formula bar and configure a dynamic entry. This can be used to make embed contents responsive to control values, as well as changes to other workbook elements.

Number input control operators

Configure a number input control to filter the targeted data differently. You can now choose other filter operators besides the default of = (equal to) to show data that is greater than or equal to (>=) or less than or equal to (<=) the inputted number value.

For more details, see Intro to control elements.

Admin

Improved usage dashboards

Usage dashboards have been improved to provide better performance and easier navigation. To view insights into how your organization uses Sigma and data on your queries, embeds, materializations, and more, go to Administration > Usage. You can also now create and save custom views of your usage dashboards, which allows you to customize the appearance, layout, sorting, and filters of your existing dashboards, or even create new ones of your own.

For more information, see Usage dashboard overview. Outdated documentation about specific usage dashboards has been removed.

Manage upgrade requests in the Administration portal (GA)

The ability to view and respond to account upgrade requests in the Administration portal is now generally available. When a user requests an upgrade to their account type to explore or create workbooks, an admin can review the request in Administration.

See Respond to account upgrade requests.

No email notifications for embed user account type changes

Email notifications are no longer sent to embed users when an admin makes changes to those users’ account type.

Data modeling

Materialization for data models (GA)

Scheduling materialization for elements in data models is now generally available. For more details, see About materialization and Schedule materialization for a data model or workbook.

Materialization support for version-tagged data models (GA)

Schedule materialization for each tagged version of a data model. If the published version already has a materialization schedule for one or more elements, you can choose to reuse the same schedule for the tagged version.

When you promote a tag to a new version of the data model, such as moving a tag from an older version of the data model to the latest published version, a new materialization run is started. While the materialization runs for the newly tagged version, the materialized data for the previously tagged version of the data model is used.

For more details, see Schedule materialization for a version-tagged data model.

Improved data model overview

See the status of elements in your data model in the model overview panel visible when you open a data model for editing but have not yet selected any elements. Elements enabled as a source show with a and elements disabled as a source show with a .

Embeds

New outbound event emitted for saved workbooks

When a workbook is successfully saved using the Save as option from the embed menu, an outbound workbook:saveas event is emitted.

For more details, see workbook:saveas.

Removed links to Sigma pages in embedded application workbooks

In embedded applications, Sigma no longer includes links that reference Sigma processes or link to Sigma documentation. Sigma links in these sections of a workbook do not appear in embeds:

• Column details
• Functions bar, specifically the Function icon
• Lineage / query history
• Metric tab

Performance

Input table error handling

The following changes to input tables have been implemented to improve data integrity and prevent unexpected data loss:

• Input table edits that are unsuccessful due to configuration or availability issues in the connection or data platform (which must be resolved by the customer) are now treated as fatal errors and will no longer be retried.
• When Sigma detects a configuration or availability issue in the connection or data platform, it blocks edits to relevant input tables and displays an “Unable to edit” message directly on the input table elements until the configuration issue is resolved.
• Sigma sends admins an email alert that identifies the misconfigured or unavailable connection, displays the error message, and provides troubleshooting guidance.

Workbook features

Export to Microsoft Teams and SharePoint (Beta)

Export a workbook, workbook page, or element from Sigma to a Microsoft Teams channel or a Microsoft SharePoint folder.

To start exporting to Teams or SharePoint, a user with the Admin account type must set up a Microsoft integration and the relevant account type permission must be enabled for users.

See Export to Microsoft Teams and Export to Microsoft SharePoint.

Export PDFs to larger page sizes (Beta)

When you export a workbook, page, or element to a PDF, you can now choose the page size. In addition to the previously supported Letter size, you can now export to Legal, Tabloid, A0, A1, A2, A3, and A4 page sizes.

Bug fix

• Formulas in action configurations were previously limited to functions supported by all compatible data platforms. You can now use any function supported by your connection's data platform.

API

New options for the Create a member endpoint

The Create a member (POST /v2/members) endpoint includes a new option to add users to teams when adding them to Sigma. Specify the teamId in the addToTeams option to add a user to one or more teams when you create them in Sigma, and optionally use the isTeamAdmin option to make the user an admin of the team.

Functions and calculations

New DayOfYear function and day_of_year DatePart argument

Return the day of the year as a number (1-365, or 1-366 in leap years) from a date using the DayOfYear function. You can also return the day of the year as a number using day_of_year in the precision argument of the DatePart function.

RegressionSlope function

The RegressionSlope function calculates the slope of the linear regression line. The function is now supported for Databricks, Snowflake, and PostgreSQL.

See RegressionSlope.

RegressionIntercept function

The RegressionIntercept function calculates the y-intercept of the linear regression line. The function is now supported for Databricks, Snowflake, and PostgreSQL.

See RegressionIntercept.

RegressionR2 function

The RegressionR2 function calculates the R2 value, or coefficient of determination, of the linear regression line. The function is now supported for Databricks, Snowflake, and PostgreSQL.

See RegressionR2.

Infrastructure

Azure Canada region

Sigma is now deployed in Azure Canada. Located in Toronto, this deployment gives customers in Canada more control over data storage while enabling compliance with internal policies and external data residency requirements.

See Supported regions, data platforms and features.

Workbook elements

Configure data labels per series on Cartesian charts (GA)

If your Cartesian (bar, line, area, or scatter) or combo chart visualizes multiple series of data, you can configure different data label settings for each series. See "Format and show data labels" in Display chart data labels.

Workbook features

Limit display values in a data element (GA)

Limit the number of values displayed in a grouped table, pivot table, or chart, and group the remaining values in an "Others" category. You can transform an existing column or use the VisibilityLimit function with a sorted table.

For more details, see Limit displayed values in a data element.

New supported workbook locales

English (Canada), English (Ireland), Spanish (Mexico) and Chinese (Traditional) are now supported workbook locales. This includes language, date format, number format, and currency. You can preview a workbook in
en-ca, en-ie, es-mx, or zh-tw.

See Manage workbook localization.

Bug fixes

• After copying and pasting a workbook or data model element with one or more columns that use metrics, those columns display correctly.
• You can now successfully tag and swap the sources of a workbook version that uses a data model with data from multiple connections.
• When the signature of a stored procedure used in a stored procedure action is changed, the action now validates that the signature is the same and uses the new signature if possible.
• When viewing a workbook lineage in an embed, the Shared with me link now launches the embed modal instead of the native Sigma modal.
• When you disable automatic user creation for embeds, you can now manage embed users in the Administration portal.
• When Sigma encounters errors during a data source swap involving custom SQL and input tables, Sigma now show the error messages at the bottom of the page.

AI

Configure a usage dashboard for Ask Sigma (Beta)

Admins can now configure a usage dashboard to view data about how Ask Sigma is used in their Sigma organization.

For more information on how to set up a dashboard, see Configure a usage dashboard for Ask Sigma (Beta).

Bug fixes

• An error where workbook level custom translation files did not show up in workbook settings is now fixed.
• Plugins now load initial control values as expected on refresh for version 1.0.9 or higher.
• The workbook header no longer displays an Edit button when viewing a tagged version, which cannot be edited directly.
• A "Return home" option no longer appears for users after a secure embed is deleted.

Admin

User-friendly names for cloud platforms in the Administration portal

Friendly names are now used for cloud platforms in the Administration portal. To view your cloud platform, go to Administration > Account > General Settings, then locate the Site section. The Cloud field identifies the platform hosting your organization.

For more information, see Supported regions, data platforms, and features.

API request URLs now visible in the Administration portal

You can now view the base URL required for authenticating to the Sigma REST API in the Administration portal. Go to Administration > Developer Access. For more information, see Get started with the Sigma REST API.

API

New option for Create API credentials endpoint

The Create API credentials (POST /v2/credentials) endpoint includes a new scopes option to allow you to create embed credentials.

• Set scopes to embed to create credentials for embedding Sigma.
• Set scopes to api to create credentials for interacting with the Sigma REST API.

New option for the Create a member API endpoint

When creating a member using the API, choose whether to send an invitation email to a non-embed user. The Create a member (POST /v2/members) endpoint now includes the sendInvite query parameter.

Data modeling

Improved management of data model source visibility

Instead of managing the visibility of an element in a data model with a on the element, now you manage the visibility of a table as a source from the Modeling tab.

For more details, see Enable or disable an element as a data source.

Workbook features

Customize "No Data" text for data elements

For data elements that display "No Data" when no data is returned, you can now customize the text that is shown. For more details, see Customize no data text.

Highlight non-breaking space characters in SQL element

The Custom SQL element now highlights non-breaking space ( ) characters that might be present in SQL queries. Non-breaking space characters can prevent SQL statements from running successfully.

Bug fixes

• Automatic team assignments based on the SAML userGroups attribute now works for all teams, public or private. Previously, it only worked for public teams or users with the Admin userRole.
• When a JWT embed URL is missing a nonce value, the emitted error is now more specific.
• For a properly configured stored procedure action, running the action no longer results in intermittent "Invalid stored procedure" errors, such as "TypeError: Cannot read properties of undefined (reading 'parameters')".
• Element menus in workbook templates no longer include the option to create warehouse views, as warehouse views aren’t supported for template elements.
• Previously, Sigma prevented editing SQL in a SQL element below a certain size. Now, attempts to edit SQL in a small SQL element opens the maximized view of the element with the SQL tab active so that you can edit it without changing the workbook layout. After editing, you can minimize the view to return to the full workbook layout.

Data apps

Column order enforced when dynamically moving columns

When you use a multi-select list control to dynamically move columns into and out of groupings or properties (via the Move columns action), the column order in the table now matches the order of the values defined in the control.

Formula support in image URL

When configuring an image element, you can enter dynamic text in the Image URL field to source the URL from a formula. For example, Lookup([Team/Profile Image URL], CurrentUserEmail(), [Team/Email]) references the Profile Image URL column in an existing Teams table to dynamically display profile images based on the current user.

Bug fixes

• Sigma now uses improved logic for presenting the initial workbook page from a URL with the :nodeId parameter when the page includes conditional visibility rules. If the user cannot view the page, the first visible page is shown.
• Sigma did not support workbook deletion for JWT-signed secure embeds. Now a user can delete a workbook from the menu and get redirected to an error page with the document browser to navigate to another workbook.
• For JWT-signed embeds, errors are now sent when the JWT token cannot be parsed and when the current user is not invited to the workbook they are attempting to access.

Admin

Alerts before OAuth sessions expire

Users now see an alert message 20 minutes before their connection-level OAuth session expires, prompting them to re-sign into the connection. For more information on OAuth, see Configure OAuth.

AI

Warehouse AI model integration (Beta)

If your organization is connected to Snowflake or Databricks, you can use warehouse-hosted AI models to power Sigma AI features. For information about selecting your data platform as your organization's AI provider, see Configure warehouse AI model integration.

Embeds

New outbound event emitted for deleted workbooks

When a workbook is successfully deleted from the embed menu, an outbound workbook:ondelete event is emitted.

For more details, see workbook:ondelete.

New connection_oauth_tokens JWT claim

The connection_oauth_tokens JWT claim is now available. This is an optional claim that allows you to pass OAuth tokens through JWT-signed URLs for connection-level OAuth. For more information, see JWT claims in Create an embed API with JSON web tokens.

Bug fixes

• Archived connections no longer cause unexpected errors in shared templates.
• Changing organization level authentication from OAuth to another authentication method no longer causes independent OAuth configuration options to disappear in Administration.
• The More menu for tables has been updated to remove a nonfunctional Make owner option.
• When using connection-level OAuth, your email is no longer checked to see if it matches the email used for signing in to Sigma.
• Previously, in Snowflake OAuth connections with service accounts enabled, if the serviceAccountWarehouse was not set in Sigma, it would be evaluated as undetermined (resulting in an error). Now, if the warehouse is set by a user attribute, the service account will use the default value of the user attribute.
• When pressing Tab to navigate between elements in a container, the navigation order matches the position of the elements within the container.
• When a container is selected, pressing Tab correctly changes selection from the container to the top-left-most element in the container.
• When the top-left-most element in a container is selected, pressing Shift + Tab selects the parent container.
• When selecting an element in a workbook to navigate to with the Navigate in this workbook action, the list of elements for a page matches the order of the elements on the page.

Admin

Passing multiple SAML userRole values is now supported

When configuring SAML, it is now possible to pass in multiple userRole values. The first valid account type in the list of userRole values will be assigned. See Configure your IdP in Set up single sign-on with SAML.

Workbook features

Transpose a table (Beta)

Transposing a table is now supported from rows to columns or columns to rows. This feature allows you to pivot or unpivot data according to your use case.

For more details, see Transpose a table.

Limit display values in a data element (Beta)

Limit the number of values displayed in a grouped table, pivot table, or chart, and group the remaining values in an "Others" category. You can transform an existing column or use the VisibilityLimit function with a sorted table.

For more details, see Limit displayed values in a data element (Beta).

Custom totals and subtotals for pivot tables and grouped tables (GA)

In a pivot table or grouped table, you can change the way that totals and subtotals are calculated by choosing to change the aggregate used for a subtotal, or modifying the formula for a grand total or subtotal directly.

With this update, the default names of subtotals and totals update to Column Name total for subtotals or Grand total for totals. You can change the label of any subtotal or grand total.

For more details, see Customize totals and subtotals.

Bug fixes

• After deactivating a SCIM user, the folder created to contain the deactivated user's documents no longer includes a UUID and matches the behavior described in Deactivated user documents.
• When revoking access to a connection, database or catalog, schema, table, or stored procedure in Sigma, you can now only revoke access from the level to which the access was granted.
• When a user has inherited access to a document from a version-tagged folder, the version tag is now shown in the Share Workbook or Share Data Model modal.
• When sharing a workbook, version tags now appear for all access levels as expected.
• When a user has access to specific version tagged documents in a folder, you can now grant access to all versions of documents in the Share Folder modal.