Create and manage workbook warehouse views

Warehouse views are virtual tables saved to your data platform. You can create warehouse views from tables, pivot tables, input tables, and visualizations, then query them using Sigma or any other application in your data ecosystem. This simplifies queries and allows you to retrieve relevant and up-to-date subsets of data directly from your database.

This document explains how to create and manage workbook warehouse views in Sigma. For information about the Warehouse Views page in the Administration portal, see Review warehouse view details.

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This feature isn't supported by all data platform connections. To check if your connection supports it, see Supported data platforms and feature compatibility.

System and user requirements

The ability to create and manage a workbook warehouse view requires the following:

• The element’s data source (dataset or connection table) must retrieve data from a connection with Write access enabled.

• You must be assigned an account type with the Create warehouse views permission enabled.

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

About warehouse views

Instead of storing data in a database table, a warehouse view saves a SQL statement that expresses specific query logic defined by an individual data element or input table in Sigma.

When you create a warehouse view, you establish a live link between your data platform and Sigma. The view references the data element or input table as the source of truth and automatically updates to reflect the most recent version of the element’s underlying data.

Warehouse view considerations

When you create a warehouse view, consider the following:

• Sigma creates warehouse views based on element data saved to a workbook's published version only. When a view is created in the workbook's draft version, one of the following outcomes occurs:

  • If the element is unsaved and only exists in the workbook's draft version, Sigma creates the view when you republish the workbook and the element is saved.

  • If the element is saved in the workbook's published version but contains unsaved changes in the draft version, Sigma creates the view based on the element's saved data in the published version. This may not align with the data as you currently see it in the draft.

  • If the element is saved in the workbook's published version and contains no unsaved changes in the draft version, Sigma creates a view based on the element's saved data in the published version. This aligns with the data you currently see in the draft.

• Due to the nature of warehouse views, the following dynamic conditions aren't supported:

  • Parameters: Parameters aren't explicitly defined in an element's SQL statement because the query depends on user input. When parameters are applied, Sigma dynamically generates the SQL at the time it executes the query. Therefore, there's no predefined SQL statement to save as a warehouse view.

  • Relative date filters: Relative date filters (like Last, Next, and Current) depend on current date criteria that cannot be explicitly defined in an element's SQL statement. Therefore, they're not saved to warehouse views.

Create a view

1. Open a published workbook in any mode and locate the element for which you want to create a warehouse view.

2. In the element toolbar, click More to open the element menu, then select Advanced options > Create warehouse view.

   

3. In the Create Warehouse View modal, Sigma auto-generates a name for the view. Edit the name, if needed, then click Create.

   

4. Sigma notifies you when it successfully creates the view (see Warehouse view statuses). You can also preview the status in the element toolbar or click View warehouse view info to see details about the view.

   

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   After Sigma creates the view, filters and any other changes applied to the element are only saved to the view when the workbook is republished.

Rename a view

1. Open a workbook in any mode and locate the element associated with the warehouse view you want to rename.

2. In the element toolbar, click More to open the element menu, then select Advanced options > Manage warehouse view.

   

3. In the Manage Warehouse View modal, enter a new name in the Name field, then click Update. This modifies the warehouse name and path.

   

4. Sigma notifies you when it successfully updates the view (see Warehouse view statuses). You can also preview the status in the element toolbar or click View warehouse view info to see details about the view.

   

Delete a view

1. Open a workbook in any mode and locate the element associated with the warehouse view you want to delete.

2. In the element toolbar, click More to open the element menu, then select Advanced options > Manage warehouse view.

   

3. In the Manage Warehouse View modal, click Delete.

   

4. In the Confirm Delete modal, click Delete.

Warehouse view statuses

The following statuses apply to warehouse views:

1 To view the cause of a failed status, hover over the Failed status indicator in the warehouse view details.

Frequently asked questions

Can I create multiple warehouse views for one element in the same or different workbook versions?

No. A data element or input table can support a single warehouse view based on the element’s underlying data table in the workbook’s published version. Workbook drafts and tagged versions don’t support views.
If you need to create multiple views of the same data, you can duplicate the element, adjust the data as needed, and create a separate warehouse view for any purpose.

Can I create a warehouse view for a materialized element?

Yes. When you create a warehouse view for a materialized element, the view queries the element’s materialized underlying data table.

Are warehouse view configurations saved in the workbook version history?

No. A workbook’s version history doesn’t store prior configurations of a warehouse view.

Can a warehouse view be defined by a grouping level?

No. You cannot define fixed grouping levels specifically for a warehouse view. A view represents the data as it’s displayed in the element’s published state, which may or may not include grouped data. If groupings and grouping levels are edited in the element, those changes are applied to the view once the workbook is published.

Why am I unable to create a warehouse view for my element?

There are several reasons why you may be unable to create a warehouse view for a particular element, including the following:

• You’re currently working in an exploration and must save it as a workbook prior to creating a view.
• You’re attempting to create a view for a data element or input table sourced from another view, and views cannot query other views.
• Parameters are applied to the element data.
• The element type doesn’t currently support warehouse views.