Configure multi-select columns on input tables (Beta)

🚩

This documentation describes a public beta feature and is under construction. This page should not be considered part of our published documentation until this notice, and the corresponding Beta flag on the feature in the Sigma service, are removed. As with any beta feature, the feature discussed below is subject to quick, iterative changes. The latest experience in the Sigma service might differ from the contents of this document.

Beta features are subject to the Beta features disclaimer.

Use multi-select columns in input tables to enable users to add one or more discrete values to a single cell. You can create and manage a predefined list of custom values or choose an existing data source or element in the workbook to populate the list. Values are displayed as individual pills and can be assigned different colors for visual differentiation and clarity.

This document explains how to add a multi-select column to an input table and configure the list of values users can select.

System and user requirements

The ability to create a new input table and configure a multi-select column requires the following:

• You must have Can use access to a connection that supports input tables and has write access enabled.
  • If using input tables on an OAuth-enabled connection, see Configure OAuth with write access for additional requirements.
  • If using input tables on an Amazon Redshift connection, the enable_case_sensitive_identifier configuration value in Redshift must be set to false. If set to true, attempts to create new input tables will fail.
• You must be assigned an account typewith the Create input tables and Create, edit, and publish workbooks permissions enabled.
• You must be the workbook owner or have Can edit access to the workbook. Unlike other workbook elements, input tables cannot be created in custom views. You can only create new input tables in the workbook draft.

For information about permissions required to edit input table data, see Edit existing input table columns.

Add a multi-select column to an input table

Add a multi-select column that allows users to add one or more discrete values to a single cell.

1. Create a new input table or select an existing one.

2. In the input table, click the plus () icon at the end of the column header, then select Multi-select from the dropdown.

   

   Sigma adds a multi-select column and opens the Edit values modal, which allows you to define the selectable values as detailed in Configure a list of available values section of this document.

   

Configure a list of available values

There are two ways to define the values that users can add to cells in a multi-select column.

• Create a list of custom values
• Reference values from a column in an existing data source or element

Create and manage a list of custom values

Manually enter values to create a list of custom values that users can select. You can also assign display colors and customize the list order.

📘

When a user accesses the workbook's draft version, they can enter new values directly into a multi-select column cell. Those values are automatically added to the predefined list of available values.

1. In the multi-select column's header, click the down arrow () and select Edit values from the column menu.

2. In the Edit values modal, configure the list of available values:

   1. Click the Value source field and select Create manual list from the dropdown.
   2. In the Define values section, add, edit, or remove values:
      • To add a new value, click the Add value input field, then enter a value. Press the Enter key to open a new input field and add another value.
      • To edit an existing value, click the applicable field and edit the value.
      • To remove a specific value, hover over the applicable field and click Remove.
      • To remove all values, click Clear all.
   3. [optional] Assign colors to individual values (colors apply to the value pills displayed in the column cells):
      • To automatically assign a different color to each value as it's added, select the Assign categorical colors when items are added checkbox.
      • To manually assign a color to each value, click the applicable color swatch, then use the color picker.
   4. [optional] To reorder the list, click and drag any value's drag handle ().
   5. Click Save.

   

Choose an existing data source or element to populate a list of values

Reference a column from a data source or element in the current workbook to populate a list of values. The values available for users to select in the multi-select column are based on the values in the source column and can change as the column values are updated.

1. In the multi-select column's header, click the down arrow () and select Edit values from the column menu.

2. In the Edit values modal, configure the list of available values:

3. Click the Value source field and select a data source or element from the dropdown.

4. Click the secondary field and select a column from the selected data source or element.

5. In the Preview values section, confirm that these are the values users must be able to select in the column.

6. [optional] Assign colors to individual values (colors apply to the value pills displayed in the column cells):

   • To automatically assign a different color to each value, select the Assign categorical colors to items checkbox
   • To manually assign a color to each value, click the applicable color swatch, then use the color picker.

7. Click Save.