Example representation: Workbook with a join (Beta)
Example representation: Workbook with a join (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.
This is an example representation of a workbook, retrieved using the Get a workbook endpoint with the query parameter includeContents=true. Representations like this one can be used to create a workbook from code using the Create a workbook endpoint. Each page in this example library includes the code representation of the workbook and step-by-step instructions to create it in the Sigma UI.
Consult this example and others in the Workbook representation example library to:
- Troubleshoot the formatting of a particular feature in code representation
- Relate a feature from the Sigma UI to its representation in code
- Provide context to AI tools used to create workbooks from code
This example representation cannot be used as-is. All identifying details, such as IDs, names, and URLs, have been replaced with randomized ID values or generic substitutions. The format of these contents, like the length of ID values, is preserved for demonstrative purposes. However, this representation cannot be directly used without modification to the base URL, connection details, and more. For more information, see Create and manage workbooks from code.
System and user requirements
To complete the steps in this example, you must meet the user requirements listed below for creating the workbook in the UI and creating it from code.
The ability to create this workbook in the Sigma UI requires the following:
- You must be assigned an account type with the Create, edit, and publish workbooks permission enabled.
- You must have access to a connection to a data platform.
The ability to create a workbook from code requires the following:
- You must be assigned an account type with the Create, edit, and publish workbooks permission enabled.
- You must have developer credentials for the Sigma API. For more information, see Get started with the Sigma REST API.
This example uses a table from the Sigma Sample Connection. Your organization might have disabled access to the Sigma sample connection. If so, you can contact an admin to enable it, or use a table from another connection to follow along with this example.
Create the example workbook in the Sigma UI
This example shows a workbook with a table sourced from a join, pairing each bank account with the customer who holds it.
To create this workbook in the Sigma UI:
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Go to the Home page.
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Select
Create new > Workbook.A new workbook opens.
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From the Add element bar, select Data > Table > Join.
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In the Select source modal, search for the table
OAKMARK_BANK_ACCOUNTSin theEXAMPLES.DATACAMPschema, then choose Select.The join interface opens with Oakmark Bank Accounts as the left table.
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In Sources, select
Add source. -
In the Select source modal, select the
OAKMARK_BANK_CUSTOMERStable in the same schema, then choose Select. -
Configure the join with the following settings:
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Select Preview output.
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Select the following columns to keep: Account Id, Customer Id, Account Type, Balance, Customer First Name, Customer Last Name, and State.
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Select Done.
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In the document header, select Save as.
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Enter a name for the workbook, such as
join. -
Select Save.
Get a code representation of this workbook
To get a representation of this workbook, follow the steps in Get the code representation of a workbook.
The code representation of this workbook appears like the following: