Get around in the Sigma home page (Beta)

The Sigma home page is redesigned and includes Sigma Assistant, ready to help you start working immediately.

Get around the home page

During the beta period, the home page continues to be updated. This screenshot might not exactly match what you see in your Sigma organization.

a. New

Create content, based on your role, including:

• Chat: Start a chat with Sigma Assistant or a warehouse agent. See Chat with Sigma Assistant on the homepage.
• Workbook: Analyze data using a spreadsheet-style interface and create visualizations. See Workbooks overview.
• Data model: Collect, relate, transform, and model data to share with others. See Get started with data modeling.
• Report: Build a pixel-perfect report to export to PDF or other destinations. See Create and edit reports.
• Write SQL: Write SQL to run against the data warehouse. See Write custom SQL.
• CSV upload: Upload a CSV-formatted file to perform analysis within a workbook. See Upload CSV data.

b. Search

Search for content in Sigma. See Search for files in your organization.

c. Documents

Expand the documents section to see items relevant to you:

• Your documents: A personal folder for you to save content that you create.
• Workspaces: A way to organize and share content with specific members or teams within your organization. Items placed in workspaces can be accessed by anyone who has access to that workspace.
• Shared with you: Access documents directly shared with you. Documents that you can access by link, or shared with you through a workspace, do not appear in Shared with you.
• Recent: A list of documents you have recently accessed.
• Favorites: Access documents that you have added to your favorites.
• Templates: Document templates shared with you, including workbook and app templates created by Sigma. See Get started with templates.
• Trash: Deleted documents appear in the trash. You can recover deleted documents at any time.

d. Connections

If you have access to browse connections, quickly access data from your data platform and explore the data catalog in Sigma. For more details, see Review and manage your data catalog.

e. Recent chats

Start a new chat with Assistant, or access recent chats. For more details about chat history, see Chat with Sigma Assistant on the home page.

f. User profile

Your username that links to a menu where you can access the following:

• Profile, where you can make changes to your preferences, manage connection sessions, view the Model Context Protocol (MCP) server URL, and more.
• Administration, if you have access to perform Admin tasks or view Usage dashboards. See Administer Sigma.
• Add connection, to quickly add a connection to a new data platform. See Connect to data sources. You must be an Admin or assigned an account type with the Manage connections permission enabled to see this option.
• Documentation, to open the Sigma documentation.
• Sign out, to sign out of Sigma and end your user session.

g. Notifications

Access notifications in Sigma, such as access requests, template share details, and more.

h. Help

Links to useful information, such as the documentation, keyboard shortcuts, Sigma release notes, and access to Sigma Support live chat.

i. For you / Browse

• For you: View the custom home page assigned by your admin, if one exists.
• Browse: View the 5 most recent items that you accessed in Sigma, and view the top workbooks in your organization.

If you don’t have a custom home page, you only see document lists:

j. Sigma Assistant

Start chatting with Assistant. If you have access to warehouse agents, you can start a conversation with Sigma Assistant or a warehouse agent. For more details, see Chat with Sigma Assistant on the home page.

Customize your home page view

For a more focused home page, you can click Collapse sidebar ().

Related resources

• Chat with Sigma Assistant on the home page (Beta)
• Get around in Sigma