ShareExport data

Download workbook data

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You can download an entire workbook, a specific workbook page, or a specific workbook element from Sigma at any time. You can also split a download’s contents by the values of a control.

If you attempt to export a workbook while editing it, you only have the option to download the draft version. If you want to download the published version or export to other destinations, open the published version of the workbook.

Exercise caution when exporting or downloading workbook content that uses controls to filter sensitive data. If you request or schedule a download or export of any data, reports, workbooks, logs, or other assets (“Exported Content”) from the Sigma Platform to destinations or recipients selected by you (“Export”), you agree and understand that (i) Sigma may store the Exported Content for up to 24 hours to complete your Export, (ii) Sigma may store applicable control values as URL parameters in trace logs used for debugging and troubleshooting purposes, when Exporting to to PDF or PNG formats, and (iii) Sigma may process, store, and transfer (including transfers to regions outside region where the Export originates) the Exported Content (including any personal data therein) for the purposes of completing your Export.

Export types and limitations

There are size limits for exports based on file type and export location. For more information, see Download and export limitations.

User requirements

  • To download data from a workbook, you must be assigned an account type with the Download permission enabled. See License and account type overview.

  • Any user can download a workbook page as a PDF or a chart element as a PNG.

Download workbook contents

You can download an entire workbook, specific workbook page, or a specific workbook element from the export modal.

To download a single data element from its element menu, see Download a data element.

  1. From the workbook menu (caret icon), select Share and export > Export….

  2. From the Export modal, as your Destination, select Download.

  3. (Optional) To split a download by the values of a single control, select a control from the Split by dropdown. For more information, see About soplitting a download by control values.

  4. In the Attachments section, choose what you want to download. You can download:

    • An Entire workbook.
    • A specific workbook page, by navigating to the workbook page and selecting Entire page.
    • An element on a specific workbook page, by navigating to the workbook page and selecting the name of the element.

  5. Select the format of the file to download.

  6. (Optional) Depending on the attachment formats that you select, you can configure more options like combining attachments, sending attachments in a zip file, and more. See Configure additional options for exports.

  7. Select Export. The file begins downloading:

    • If you did not select Split by control values, the file downloads directly to your device.
    • If you selected Split by control values, an email is sent with your download, titled Your download is ready. The email contains a link to download a zip file of the export data. Each file in the zip corresponds to one of the control values used in the split.

If you have document translations added that you want to use when downloading content, you can add that translation as a URL parameter to preview the translation before downloading. For example, you might append ?:lng=zh-cn to the end of your workbook URL to preview a Simplified Chinese translation before downloading, like https://app.sigmacomputing.com/org-name/workbook/My-Workbook-3qzA0a5OOFVnexdZBOLgtI?:lng=zh-cn.

Download a data element

To download a single data element from its element menu:

  1. In a published or draft workbook, select the element.

  2. From the element’s menu, select More .

  3. Select Export and choose the file format that you want to download.
    The available options depend on the type of element.
    Export menu selected and showing download options of CSV, Excel, JSON, Google Sheets, and PDF options for immediate download, and two additional options to Export or Schedule exports.

    Sigma downloads a file to your device.

About splitting a download by control values (Beta)

The ability to split a download by control values is in public beta.

This documentation describes one or more public beta features that are in development. Beta features are subject to quick, iterative changes; therefore the current user experience in the Sigma service can differ from the information provided in this page.

This page should not be considered official published documentation until Sigma removes this notice and the beta flag on the corresponding feature(s) in the Sigma service. For the full beta feature disclaimer, see Beta features.

You can split a download by the values of a specific control. This can be helpful when you want to send customized data to different recipients. For example, you might want to send sales data to different regional managers, filtered to their specific region. For each split-by control value, Sigma renders and queries the workbook separately, filtered to that value. A download with 10 control values results in 10 separate queries against your warehouse.

Limitations

When splitting a download by control values, certain limitations apply:

  • The control that you split by must be a list control with values sourced from a column. You can split by a maximum of 500 values.
    • Download processing time depends on the number of control values present, as well as the complexity and loading speed of the workbook. More complex workbooks and a large number of control values can result in longer download processing times.
  • The split by column must be a number or text data type.
  • The combined size of all split by attachments cannot exceed 4GB.