Customize element title

Titles allow you to identify individual data elements (visualizations, tables, and pivot tables) and input tables in workbooks. You can customize element titles to provide context, communicate insights, and improve accessibility.

This document explains how to change title visibility and create custom titles using dynamic values, formatting tools, and descriptions.

User requirements

The ability to customize workbook element titles requires the following:

  • You must be assigned an account type with the Edit Workbook and/or Explore Workbook permission enabled.
  • You must be the workbook owner or be granted Can explore or Can edit workbook permission.

Default element titles

Sigma creates default element titles that depend on the element type.

  • Visualizations: Titles are auto-generated based on the metric value and other data attributes applied to the chart properties. Until a user customizes a visualization element title, Sigma auto-updates it whenever chart properties are modified. Once the title is customized, auto-updates no longer apply.

  • Tables: Titles reflect the data source (database table name, CSV filename, or parent element) or type of data integration (custom SQL, join, or union).

  • Pivot table: Titles default to New Pivot Table.

  • Input table: Titles default to New Input Table or New Linked Input Table.

Show or hide the title

Change the visibility of an element’s title.

  1. Open a workbook in Explore or Edit mode and select the element you want to modify.

  2. Select Element format in the side navigation, then click the Title header to expand the section.

  3. To change the visibility of the element title, configure the Show title option:

    • To display the title, select the checkbox.
    • To hide the title, clear the checkbox.

Edit the title text

You can edit an element’s title text in two ways: in the Title section of theΒ  Element format panel or directly in the element using inline editing.

The Element format panel allows you to edit the text and format the title, while inline editing enables you to quickly update the text onlyβ€”without requiring you to navigate outside of the element.

Element format panel

  1. Open a workbook in Explore or Edit mode and select the element you want to modify.

  2. Select Element format in the side navigation, then click the Title header to expand the section.

  3. In the text field, enter the preferred title, then press the Enter key or click anywhere outside the text field to apply the change.

Inline edit

  1. Open a workbook in Explore or Edit mode.

  2. Locate the element you want to edit, then click the title to enable text editing.

  3. Enter the preferred title, then press the Enter key or click anywhere outside the title text field to apply the change.

Create a dynamic title

Use dynamic values to create a more relevant and detailed element title that adapts to selected control values.

  1. Open a workbook in Explore or Edit mode.

  2. Access the editable text field using either method previously defined in the Edit the title text section.

  3. In the title text, enter = where you want to add a dynamic value. Sigma displays an overlay containing a formula bar and Reference label field.

  4. In the formula bar, configure the dynamic value:

    1. Enter the control ID enclosed in square brackets (for example, [date-range]). You can use functions to transform the control value and customize the way it displays in the title.

      πŸ’‘

      When referencing a date or date range control, use date functions to customize the value display. For example, if 01/01/2024 is the end date of the selected date range, enter DateFormat([date-range].end, β€œ%Y-%m”) to display the dynamic title value as 2024-01. Alternatively, enter DateFormat([date-range].end, β€œ%b %Y”) to display the dynamic title value as Jan 2024.

    2. [optional] In the Reference label field, enter a label that identifies the dynamic value. This label is used in place of the dynamic value when the element title is referenced elsewhere in the product, including in formulas, the workbook lineage, and the list of available element sources.

Customize the title format

Customize the title font weight, size, and color, and determine the title text alignment.

  1. Open a workbook in Explore or Edit mode and select the element you want to modify.

  2. Select Element format in the side navigation, then click the Title header to expand the section.

  3. Use the formatting tools to customize the title as needed:

    BoldChange the font weight. When bold font is applied, the icon displays a gray background.
    Font colorEnter a hex value or select an option from the color palette or picker.
    Font sizeSelect a font size (10-48px).
    AlignmentSelect the text alignment within the element (left, center, or right).

Add a description

Provide extra context about the element, and display it as a subtitle or tooltip.

  1. Open a workbook in Explore or Edit mode and select the element you want to modify.

  2. Select Element format in the side navigation, then click the Title header to expand the section.

  3. Select the Show description checkbox.

  4. Enter a description (up to 200 characters), and use the formatting tools to customize the text as needed.

  5. In the Description display section, select an option to determine how the description displays within the element:

    AutoDisplays as a subtitle or tooltip depending on the height of the element.
    SubtitleDisplays as a subsection of text beneath the element title (see the previous screenshot).
    TooltipDisplays as an information icon () tooltip next to the element title (see the following screenshot).