Create actions that modify or refresh elements

Workbooks support actions that determine column visibility, update element groupings and properties, change axis scales, and refresh data. These actions enable interacting users to quickly view and drill into different underlying data segments, tailor chart presentations, and ensure elements display the most up-to-date data.

This document explains how to configure actions to modify or refresh elements. For more information about actions in Sigma, see Intro to actions.

User requirements

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The following requirements apply to members who configure actions. Users who access and interact with a workbook can typically trigger all existing actions within it. Any restrictions are noted in this document.

The ability to configure actions requires the following:

• You must be assigned an account type with the Full explore or Create, edit, and publish workbooks permission enabled.

• You must be the workbook owner or be granted Can explore¹ or Can edit workbook permission.

1 If you’re granted Can explore workbook permission, you can configure actions but cannot save changes to the workbook’s published version.

Show specific columns

Create an action that shows a specific column or set of columns in the target element.

1. Open a workbook in Explore or Edit mode.

2. Select the element you want to trigger the action, then click Actions in the side navigation.

3. In the Actions panel, click Add action.

4. In the On select, On click, or On change modal (title depends on the type of trigger element), configure the required fields to define the response:

   When selecting cells in	Select a column from the trigger element to initiate the action when clicked. This field only applies when the trigger element is a table, pivot table, or input table.
   Action	Select Modify element.
   Target element	Select an element to modify.
   What to modify	Select Show columns, then choose one or more columns to show in the target element. If the trigger element is a List value or Segmented control, select the From a static selection option in the secondary field to enable column selection. When you choose All columns, user interaction triggers the target element to show all columns that existed at the time you configured the action. To show columns added post-configuration, you must update the action.
   Hide unselected columns	Select the checkbox to hide the remaining columns (not selected in the What to modify field), or keep the checkbox clear to continue showing all columns already displayed in the target element.

Show columns with names matching control values

Create an action that shows columns in the target element when the column names match selected control values in the trigger element. This action can only be configured when the trigger element is a List value or Segmented control.

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To set column names as control values, use one of the following methods:

• Enter column names in an input table column, then select that column as the control element's value source.
• Create a manual list of column names as the control element's values source.

1. Open a workbook in Explore or Edit mode.

2. Select the element you want to trigger the action, then click Actions in the side navigation.

3. In the Actions panel, click Add action.

4. In the On change modal, configure the required fields to define the response:

   Action	Select Modify element.
   Target element	Select an element to modify.
   What to modify	Select Show columns, then select With names matching control values in the secondary field. When a user interacts with the control, the target element shows all columns with names that match selected control values (selected checkboxes in a List value control, or the selected segment in a Segmented control) and hides all columns with names that match unselected control values (cleared checkboxes in a List value control, or unselected segments in a Segmented control). Columns with names that don't correspond to control values are unaffected by the action and may be shown or hidden based on other configurations and actions.

Hide specific columns

Create an action that hides a specific column or set of columns in the target element.

1. Open a workbook in Explore or Edit mode.

2. Select the element you want to trigger the action, then click Actions in the side navigation.

3. In the Actions panel, click Add action.

4. In the On select, On click, or On change modal (title depends on the type of trigger element), configure the required fields to define the response:

   When selecting cells in	Select a column from the trigger element to initiate the action when clicked. This field only applies when the trigger element is a table, pivot table, or input table.
   Action	Select Modify element.
   Target element	Select an element to modify.
   What to modify	Select Hide columns, then choose one or more columns to hide in the target element. If the trigger element is a List value or Segmented control, select the From a static selection option in the secondary field to enable column selection. When you choose All columns, user interaction triggers the target element to show all columns that existed at the time you configured the action. To show columns added post-configuration, you must update the action.
   Show unselected columns	Select the checkbox to show the remaining columns (not selected in the What to modify field), or keep the checkbox clear to continue hiding all columns already hidden in the target element.

Hide columns with names matching control values

Create an action that hides columns in the target element when the column names match selected control values in the trigger element. This action can only be configured when the trigger element is a List value or Segmented control.

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To set column names as control values, use one of the following methods:

• Enter column names in an input table column, then select that column as the control element's value source.
• Create a manual list of column names as the control element's values source.

1. Open a workbook in Explore or Edit mode.

2. Select the element you want to trigger the action, then click Actions in the side navigation.

3. In the Actions panel, click Add action.

4. In the On change modal, configure the required fields to define the response:

   Action	Select Modify element.
   Target element	Select an element to modify.
   What to modify	Select Hide columns, then select With names matching control values in the secondary field. When a user interacts with the control, the target element hides all columns with names that match selected control values (selected checkboxes in a List value control, or the selected segment in a Segmented control) and shows all columns with names that match unselected control values (cleared checkboxes in a List value control, or unselected segments in a Segmented control). Columns with names that don't correspond to control values are unaffected by the action and may be shown or hidden based on other configurations and actions.

Move columns

Create an action that moves a column into or out of a table grouping, visualization property (axis, color, tooltip, etc.), or pivot table property (row, column, or value) in the target element. This action doesn’t remove the existing columns in the target property unless that property can only contain one column.

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If the target element is a table, the Move columns option is only available when the table contains existing groupings.

1. Open a workbook in Explore or Edit mode.

2. Select the element you want to trigger the action, then click Actions in the side navigation.

3. In the Actions panel, click Add action.

4. In the On select, On click, or On change modal (title depends on the type of trigger element), configure the required fields to define the response:

   When selecting cells in	Select a column from the trigger element to initiate the action when clicked. This field only applies when the trigger element is a table, pivot table, or input table.
   Action	Select Modify element.
   Target element	Select an element to modify.
   What to modify	Select Move columns, then select a grouping or property from the target element. The to base option removes a column from its current placement in a grouping or property.
   Column to move	Select a column to move into or out of the target grouping or property.

Swap columns

Create an action that swaps all columns of a table grouping, visualization property (axis, color, tooltip, etc.), or pivot table property (row, column, or value). This action removes all existing columns in the target grouping or property and replaces them with the selected column.

1. Open a workbook in Explore or Edit mode.

2. Select the element you want to trigger the action, then click Actions in the side navigation.

3. In the Actions panel, click Add action.

4. In the On select, On click, or On change modal (title depends on the type of trigger element), configure the required fields to define the response:

   When selecting cells in	Select a column from the trigger element to initiate the action when clicked. This field only applies when the trigger element is a table, pivot table, or input table.
   Action	Select Modify element.
   Target element	Select an element to modify.
   What to modify	Select Swap columns, then select a grouping or property from the target element.
   Swap with	Select a column to replace the existing columns in the target grouping or property.

Set the axis scale

Create an action to set the scale of the dependent variable (or value) axis in the target element.

1. Open a workbook in Explore or Edit mode.

2. Select the element you want to trigger the action, then click Actions in the side navigation.

3. In the Actions panel, click Add action.

4. In the On select, On click, or On change modal (title depends on the type of trigger element), configure the required fields to define the response:

   When selecting cells in	Select a column from the trigger element to initiate the action when clicked. This field only applies when the trigger element is a table, pivot table, or input table.
   Action	Select Modify element.
   Target element	Select an element to modify.
   What to modify	Select Set axis scale.
   Scale type	Select an option to determine the scale type applied to the target element’s dependent variable (or value) axis.

Refresh an element

Create an action to refresh the data of a target element in the current workbook.

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This action doesn’t refresh the data if the element is materialized.

1. Open a workbook in Explore or Edit mode.

2. Select the element you want to trigger the action, then click Actions in the side navigation.

3. In the Actions panel, click Add action.

4. In the On select, On click, or On change modal (title depends on the type of trigger element), configure the required fields to define the response:

   When selecting cells in	Select a column from the trigger element to initiate the action when clicked. This field only applies when the trigger element is a table, pivot table, or input table.
   Action	Select Refresh element.
   Element	Select an element to refresh.