Example representation: Workbook with a pivot table with conditional formatting (Beta)

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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:

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 pivot table with conditional formatting.

To create this workbook in the Sigma UI:

  1. Go to the Home page.

  2. Select Create new > Workbook.

    A new workbook opens.

  3. From the Add element bar, select Data > Pivot table.

  4. In the Select source modal, search for the table TRIP in the EXAMPLES.BIKES schema.

  5. Select the table to add it to the workbook.

    The pivot table appears in the workbook.

  6. In the editor panel, select Properties and configure the pivot table with the following settings:

    OptionSetting
    Pivot rowsStart Station Name
    Pivot columnsMonth of Start Date
    ValuesCount of Id
  7. In the editor panel, select Format. Open the Conditional formatting section and select + Add new.

  8. Configure the conditional formatting rule to Apply to the column Count of Id and a Format type of Color scale.

  9. In the document header, select Save as.

  10. Enter a name for the workbook, such as pivot-table-with-conditional-formatting.

  11. 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:

workbookId: 92f0412f-a4a8-49d1-a42b-25e8bc292cdf
workbookUrlId: G6BwbNrrGS25vHnYdG3ANm
createdBy: zgzXpTRVbfX4ZE9TEm9q9fUsfXZ5o
updatedBy: zgzXpTRVbfX4ZE9TEm9q9fUsfXZ5o
createdAt: '2026-05-07T17:49:47.103Z'
updatedAt: '2026-05-22T19:54:24.106Z'
name: pivot-table-with-conditional-formatting
url: https://aws-api.sigmacomputing.com/org-name/workbook/G6BwbNrrGS25vHnYdG3ANm
path: My Documents/<folder-name>
latestVersion: 3
ownerId: zgzXpTRVbfX4ZE9TEm9q9fUsfXZ5o
isArchived: false
contents:
schemaVersion: 1
elements:
- id: Up3c1WVPf1
kind: pivot-table
source:
connectionId: b2af3691-12a0-48fa-a91d-fbe2e1b31627
kind: warehouse-table
path:
- EXAMPLES
- BIKES
- TRIP
columns:
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/0j9rfNmHBAGe3asxsM
formula: '[TRIP/Start Station Name]'
- id: s0jeIBXCYk
formula: DateTrunc("month", [Start Date])
- id: VUpIOcxDss
formula: Count([Id])
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/ID
formula: '[TRIP/Id]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/DURATION
formula: '[TRIP/Duration]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/START_DATE
formula: '[TRIP/Start Date]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/START_STATION_ID
formula: '[TRIP/Start Station Id]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/END_DATE
formula: '[TRIP/End Date]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/END_STATION_NAME
formula: '[TRIP/End Station Name]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/END_STATION_ID
formula: '[TRIP/End Station Id]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/BIKE_ID
formula: '[TRIP/Bike Id]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/SUBSCRIPTION_TYPE
formula: '[TRIP/Subscription Type]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/ZIP_CODE
formula: '[TRIP/Zip Code]'
values:
- VUpIOcxDss
rowsBy:
- columnId: inode-MKXXT4nWWmGyzyQ6EUt9UH/0j9rfNmHBAGe3asxsM
columnsBy:
- columnId: s0jeIBXCYk
conditionalFormats:
- type: backgroundScale
columnIds:
- VUpIOcxDss
includeValues: true
pages:
- id: Ypu9pN7nvs
name: Page 1
kind: workbook
layout: |
<?xml version="1.0" encoding="utf-8"?>
<Page type="grid" gridTemplateColumns="repeat(24, 1fr)" gridTemplateRows="auto" id="Ypu9pN7nvs">
<Element elementId="Up3c1WVPf1" gridColumn="1 / 25" gridRow="1 / 21"/>
</Page>
documentVersion: 3

Representing pivot tables with conditional formatting

...
id: Up3c1WVPf1
kind: pivot-table
source:
connectionId: b2af3691-12a0-48fa-a91d-fbe2e1b31627
kind: warehouse-table
path:
- EXAMPLES
- BIKES
- TRIP
columns:
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/0j9rfNmHBAGe3asxsM
formula: '[TRIP/Start Station Name]'
- id: s0jeIBXCYk
formula: DateTrunc("month", [Start Date])
- id: VUpIOcxDss
formula: Count([Id])
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/ID
formula: '[TRIP/Id]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/DURATION
formula: '[TRIP/Duration]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/START_DATE
formula: '[TRIP/Start Date]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/START_STATION_ID
formula: '[TRIP/Start Station Id]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/END_DATE
formula: '[TRIP/End Date]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/END_STATION_NAME
formula: '[TRIP/End Station Name]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/END_STATION_ID
formula: '[TRIP/End Station Id]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/BIKE_ID
formula: '[TRIP/Bike Id]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/SUBSCRIPTION_TYPE
formula: '[TRIP/Subscription Type]'
- id: inode-MKXXT4nWWmGyzyQ6EUt9UH/ZIP_CODE
formula: '[TRIP/Zip Code]'
values:
- VUpIOcxDss
rowsBy:
- columnId: inode-MKXXT4nWWmGyzyQ6EUt9UH/0j9rfNmHBAGe3asxsM
columnsBy:
- columnId: s0jeIBXCYk
conditionalFormats:
- type: backgroundScale
columnIds:
- VUpIOcxDss
includeValues: true
...