> For clean Markdown of any page, append .md to the page URL. > For a complete documentation index, see https://help.sigmacomputing.com/docs/llms.txt. > For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://help.sigmacomputing.com/_mcp/server. # Documentation > Official documentation and guidance for using Sigma to build AI apps, dashboards, and agents on governed warehouse data. ## Docs - [About Sigma](https://help.sigmacomputing.com/docs/about-sigma.md): Sigma empowers ad hoc analysis, enterprise analytics, data apps, and embedded analytics powered by live cloud data. - [Sigma basics](https://help.sigmacomputing.com/docs/sigma-basics.md): Learn basic Sigma concepts and terminology for organizations, documents, data, and core product workflows. - [Start your Sigma trial](https://help.sigmacomputing.com/docs/start-your-sigma-trial.md): Start a free Sigma trial to connect your data platform, explore live cloud data, and build your first workbook. - [Get around in Sigma](https://help.sigmacomputing.com/docs/get-around-in-sigma.md): Explore the Sigma UI and options available on the Sigma Home page. - [About billable usage events](https://help.sigmacomputing.com/docs/about-billable-usage-events.md): With Sigma usage-based pricing, your organization incurs credit costs when specific billable events or user activities occur. - [Start using Sigma](https://help.sigmacomputing.com/docs/start-using-sigma.md): Sigma provides instructional material, document templates, and sample data to help you get started. - [Sigma's sample connection](https://help.sigmacomputing.com/docs/sigmas-sample-connection.md): Access sample connections on Snowflake and Databricks, named the Sigma Sample Database and Sigma Sample Catalog . - [Sigma Public](https://help.sigmacomputing.com/docs/sigma-public.md): Sigma Public is a free-to-use platform where you can create, share, and explore apps built in Sigma. - [Get started with templates](https://help.sigmacomputing.com/docs/get-started-with-templates.md): Sigma provides templates to help you get started using Sigma features and functionality. - [Create documents from templates](https://help.sigmacomputing.com/docs/create-workbooks-from-templates.md): Create Sigma workbooks, reports, and AI apps from reusable templates for consistent, faster document building. - [AI cost templates](https://help.sigmacomputing.com/docs/ai-cost-templates.md): Compare the Sigma templates that monitor AI spend and usage across Claude, OpenAI, and Snowflake Cortex, and choose the one that matches your data. - [Claude spend template](https://help.sigmacomputing.com/docs/claude-spend-template.md): Monitor your organization's Claude Enterprise (Anthropic) spend and usage with an executive cost overview, adoption metrics, and skill and connector usage details. - [OpenAI spend template](https://help.sigmacomputing.com/docs/openai-spend-template.md): Monitor your organization's OpenAI API spend with an executive cost overview showing total spend, trend, and the line items, projects, and users driving it. - [Snowflake AI spend template](https://help.sigmacomputing.com/docs/snowflake-ai-spend-template.md): Monitor your organization's Snowflake Cortex AI Functions spend and usage with an executive cost overview and per-warehouse, per-user, and per-department attribution. - [Snowflake Cortex cost template](https://help.sigmacomputing.com/docs/snowflake-cortex-cost-template.md): Monitor spend and adoption across every Snowflake Cortex product — Agents, AI SQL functions (AISQL), AI Functions, Analyst, Code (CoCo), CoWork, and Search — with an executive cost overview and per-product, per-user, and per-department attribution. - [Snowflake usage templates](https://help.sigmacomputing.com/docs/snowflake-usage-templates.md): Use Sigma Snowflake usage templates for prebuilt analysis of Snowflake consumption, performance, and costs. - [Get started with AI in Sigma](https://help.sigmacomputing.com/docs/getting-started-with-ai.md): AI-powered features in Sigma help accelerate analysis and reduce friction when understanding data, building logic, and interpreting outputs. - [Learn Sigma](https://help.sigmacomputing.com/docs/learn-sigma.md): Sigma offers written tutorials, live training sessions, and interactive coursework for you and your team to learn Sigma. - [Sigma Fundamentals for Builders](https://help.sigmacomputing.com/docs/sigma-fundamentals-for-builders.md): Fundamentals for Builders is a tutorial series that helps build a solid foundation in Sigma, using hands-on learning. - [Lesson one: Basic organization and navigation](https://help.sigmacomputing.com/docs/lesson-one-basic-organization-and-navigation.md): Sigma Fundamentals for Builders: lesson one covers basic organization and navigation with hands-on workbook exercises. - [Lesson two: Working with data tables](https://help.sigmacomputing.com/docs/lesson-two-working-with-data-tables.md): Sigma Fundamentals for Builders: lesson two covers working with data tables with hands-on workbook exercises. - [Lesson three: Grouped tables and pivot tables](https://help.sigmacomputing.com/docs/lesson-three-grouped-tables-and-pivot-tables.md): Sigma Fundamentals for Builders: lesson three covers grouped tables and pivot tables with hands-on workbook exercises. - [Lesson four: Charts and visualizations](https://help.sigmacomputing.com/docs/lesson-four-charts-and-visualizations.md): Sigma Fundamentals for Builders: lesson four covers charts and visualizations with hands-on workbook exercises. - [Lesson five: Controls and actions](https://help.sigmacomputing.com/docs/lesson-five-controls-and-actions.md): Sigma Fundamentals for Builders: lesson five covers controls and actions with hands-on workbook exercises. - [Lesson six: Organization](https://help.sigmacomputing.com/docs/lesson-six-organization.md): Sigma Fundamentals for Builders: lesson six covers organization with hands-on workbook exercises. - [Lesson seven: Style](https://help.sigmacomputing.com/docs/lesson-seven-style.md): Sigma Fundamentals for Builders: lesson seven covers style with hands-on workbook exercises. - [Lesson eight: Input tables and combining data](https://help.sigmacomputing.com/docs/lesson-eight-input-tables-and-combining-data.md): Sigma Fundamentals for Builders: lesson eight covers input tables and combining data with hands-on workbook exercises. - [Connect to data sources](https://help.sigmacomputing.com/docs/connect-to-data-sources.md): A data source connection enables Sigma to communicate with your data platform and perform live data queries. - [Connect to Snowflake](https://help.sigmacomputing.com/docs/connect-to-snowflake.md): Sigma supports secure connections to Snowflake. - [Connect to Snowflake with OAuth](https://help.sigmacomputing.com/docs/connect-to-snowflake-oauth.md): Authenticate from Sigma to Snowflake with OAuth to allow users to inherit access policies from Snowflake. - [Set up a Snowflake connection for Python](https://help.sigmacomputing.com/docs/set-up-a-snowflake-connection-for-python.md): Set up Python on your Snowflake connection in Sigma to run notebook-style code for complex analysis and data science workflows. - [Specify query variables for a Snowflake connection (Beta)](https://help.sigmacomputing.com/docs/specify-query-variables-for-a-snowflake-connection.md): Set query variables on a Sigma connection to Snowflake to apply per-query SQL variables and enforce row-level security with Cortex Agents, including row access policy examples. - [Restore input table access for a Snowflake connection or user](https://help.sigmacomputing.com/docs/restore-input-table-access-for-a-snowflake-connection-or-user.md): Fix Snowflake input table access in Sigma when role or OAuth changes block creating tables or saving edits. - [Connect to Databricks](https://help.sigmacomputing.com/docs/connect-to-databricks.md): Connect to Databricks in Sigma. Configure SQL warehouses, credentials, and secure connections so users in your organization can analyze Databricks data. - [Connect to Databricks with OAuth](https://help.sigmacomputing.com/docs/connect-to-databricks-oauth.md): Connect Databricks to Sigma with OAuth. Use organization-level or connection-level OAuth configs so users authenticate with inherited permissions. - [Set up a Databricks connection for Python](https://help.sigmacomputing.com/docs/set-up-a-databricks-connection-for-python.md): Enable Python on your Databricks connection in Sigma to write and run notebook-style code for advanced analytics and data science. - [Connect to Redshift](https://help.sigmacomputing.com/docs/connect-to-redshift.md): Sigma supports secure connections to Amazon Redshift. - [Connect to BigQuery](https://help.sigmacomputing.com/docs/connect-to-bigquery.md): Connect to BigQuery in Sigma. Create a service account, configure credentials, and set up secure warehouse connections for your organization. - [Connect to BigQuery with OAuth (Beta)](https://help.sigmacomputing.com/docs/connect-to-bigquery-oauth.md): Connect to BigQuery with OAuth in Sigma. Set up connection-level OAuth so users inherit BigQuery permissions per account. - [Connect to AlloyDB](https://help.sigmacomputing.com/docs/connect-to-alloydb.md): Connect to AlloyDB in Sigma. Set up secure database connections so your organization can query AlloyDB data in workbooks and analyses. - [Connect to MySQL](https://help.sigmacomputing.com/docs/connect-to-mysql.md): Sigma supports secure connections to MySQL (release 8.x and higher). - [Connect to PostgreSQL](https://help.sigmacomputing.com/docs/connect-to-postgresql.md): Sigma supports secure connections to PostgreSQL. - [Connect to Starburst](https://help.sigmacomputing.com/docs/connect-to-starburst.md): Sigma supports using Starburst Galaxy, a SaaS distribution of Trino, to connect to a Snowflake, Databricks, BigQuery, or PostgreSQL data warehouse. - [Connect to Azure SQL Database](https://help.sigmacomputing.com/docs/connect-to-azure-sql-database.md): Connect Sigma to Azure SQL Database, a managed PaaS engine. Configure secure connections and verify supported instance types. - [Connect to SQL Server 2022 and Azure SQL Managed Instance](https://help.sigmacomputing.com/docs/connect-to-sql-server-2022.md): Connect Sigma to your SQL Server 2022 or Azure SQL Managed Instance data. - [Connect to ClickHouse (Beta)](https://help.sigmacomputing.com/docs/connect-to-clickhouse.md): Connect to ClickHouse in Sigma. Set up secure server connections and review supported features, requirements, and limitations. - [Set up write access](https://help.sigmacomputing.com/docs/set-up-write-access.md): Set up write access on Sigma connections to enable input tables, warehouse views, materializations, CSV uploads, and running Python code. - [About OAuth with write access](https://help.sigmacomputing.com/docs/configure-oauth-with-write-access.md): Learn how write access works with OAuth connections for features like input tables, warehouse views, materializations, and CSV uploads. - [Run a workbook with service account credentials](https://help.sigmacomputing.com/docs/run-a-workbook-with-service-account-credentials.md): Run Sigma workbooks with service account credentials instead of OAuth user credentials for scheduled exports and materializations. - [Dynamically assign roles used by a connection](https://help.sigmacomputing.com/docs/dynamically-assign-roles-used-by-a-connection.md): Dynamically assign connection roles in Sigma by user or team based on user attribute values for supported connections. - [Connect through SSH](https://help.sigmacomputing.com/docs/connect-through-ssh.md): Connect Sigma to PostgreSQL, Redshift, AlloyDB, or MySQL databases securely using SSH tunnel connections. - [AWS PrivateLink Connections](https://help.sigmacomputing.com/docs/aws-privatelink-connections.md): Connect Sigma to your data on AWS using PrivateLink for secure VPC-to-VPC access without sending traffic over the public internet. - [Azure Private Link Connections](https://help.sigmacomputing.com/docs/azure-private-link-connections.md): Connect Sigma to Azure-hosted data warehouses using Azure Private Link for secure, private network connectivity. - [GCP Private Service Connect](https://help.sigmacomputing.com/docs/gcp-private-link-connections.md): Use GCP Private Service Connect in Sigma to securely access Snowflake data from your own VPC on Google Cloud. - [Troubleshoot your connection](https://help.sigmacomputing.com/docs/troubleshoot-your-connection.md): Fix Sigma connection issues like missing tables or failed connections with admin and user troubleshooting steps, including connection indexing and sync guidance and details. - [Troubleshoot input table connection issues](https://help.sigmacomputing.com/docs/troubleshoot-input-table-connection-issues.md): Resolve Sigma input table connection errors caused by configuration or data platform issues affecting saves and new tables. - [Get started with data modeling](https://help.sigmacomputing.com/docs/get-started-with-data-modeling.md): Data models provide a semantic layer for your data, letting you organize and store data in a structured governed way without modifying raw data. - [Tutorial: Intro to data models](https://help.sigmacomputing.com/docs/data-modeling-tutorial.md): Tutorial to guide users through creating data models, enabling business users to explore and analyze data from curated and constrained sources. - [Data modeling best practices](https://help.sigmacomputing.com/docs/data-modeling-best-practices.md): Build a clear Sigma semantic layer with metadata and context to improve Assistant accuracy and data source relevance. - [Create and manage data models](https://help.sigmacomputing.com/docs/create-and-manage-data-models.md): Build a data model to create a collection of table and input table elements that you can reference as data sources in workbooks and other data. - [Manage AI context for a data model (Beta)](https://help.sigmacomputing.com/docs/manage-ai-context-for-data-models.md): Add AI context to a data model to help Sigma Assistant better understand how to use your data model as a data source. - [Navigate data models](https://help.sigmacomputing.com/docs/navigate-data-models.md): Explore and use the different pages of a data model: Overview, including details and document lineage, Workbook to view the data elements, and the ERD to visualize relationships. - [Define relationships in data models](https://help.sigmacomputing.com/docs/define-relationships-in-data-models.md): Add relationships between tables in a data model to enable business users to work with related data without performing ad hoc joins. - [Validate content in a data model](https://help.sigmacomputing.com/docs/validate-content-data-model.md): Validate content to prevent cases where deleting a column or element causes errors in documents that rely on the data model in Sigma. - [Pass values to a data model with source parameters](https://help.sigmacomputing.com/docs/pass-values-to-a-data-model-with-source-parameters.md): Add a control element to a data model, then target it as a source parameter from a workbook control to filter the data model based on user input. - [About metrics](https://help.sigmacomputing.com/docs/about-metrics.md): Metrics are dynamic and reusable calculations that are specific to a data source in Sigma. - [Create and manage metrics](https://help.sigmacomputing.com/docs/create-and-manage-metrics.md): A metric is a custom aggregate calculation that can be reused across data elements that share a data source in Sigma. - [Review and manage your data catalog](https://help.sigmacomputing.com/docs/manage-data-catalog.md): Explore the databases or catalogs, schemas, and tables available in Sigma in a data catalog or connection browser, and add descriptions and other metadata to tables and columns. - [Migrate a dataset to a data model](https://help.sigmacomputing.com/docs/migrate-a-dataset-to-a-data-model.md): Migrate a dataset to a data model to take advantage of the capabilities that exist only in data models. - [Supported data types and formats](https://help.sigmacomputing.com/docs/data-types-and-formats.md): Sigma supports various data types and formats to facilitate effective analysis and reporting. - [Upload CSV data](https://help.sigmacomputing.com/docs/upload-csv-data.md): Upload a CSV file to write CSV data to a connected data platform in Sigma. - [Overview of joining data](https://help.sigmacomputing.com/docs/joins-overview.md): Sigma supports creating joins in workbooks, data models, and datasets, allowing you to combine information from multiple records based on matching information. - [Create and edit joins in data models and workbooks](https://help.sigmacomputing.com/docs/create-and-edit-joins-in-data-models-and-workbooks.md): Joins allow you to combine data from multiple tables based on matching information in Sigma. - [Create and edit unions](https://help.sigmacomputing.com/docs/create-and-edit-unions.md): Sigma supports creating unions in workbooks, data models, and datasets. - [Define custom datetime formats](https://help.sigmacomputing.com/docs/define-custom-datetime-formats.md): Define custom datetime formats in Sigma to control how date data displays in workbooks using common format specifiers. - [Generate and access structured objects](https://help.sigmacomputing.com/docs/generate-and-access-structured-objects.md): Record formulas improve data processing and interaction by enabling you to generate structured objects (like JSON) directly in workbooks and data. - [Secure access to data in Sigma](https://help.sigmacomputing.com/docs/restrict-access-to-data.md): Sigma offers several approaches to secure and manage access to data, including permissions, platform RBAC, RLS, CLS, and data isolation. - [Set up row-level security](https://help.sigmacomputing.com/docs/set-up-row-level-security.md): Row-level security (RLS) restricts access to data based on the characteristics of the person viewing the data in Sigma. - [Configure column-level security](https://help.sigmacomputing.com/docs/column-level-security.md): Column-level security lets admins restrict or grant access to column-level data so sensitive information stays accessible to authorized users only. - [Workbooks overview](https://help.sigmacomputing.com/docs/workbooks-overview.md): Sigma workbooks combine spreadsheet and BI capabilities for analysis and reporting, building interactivity while interacting with tables and charts. - [Workbook modes overview](https://help.sigmacomputing.com/docs/workbook-modes-overview.md): Sigma offers View, Explore, and Edit workbook modes with different levels of interaction, customization, and configuration. - [Navigate a workbook](https://help.sigmacomputing.com/docs/navigating-a-workbook.md): Navigate and use Sigma workbooks. Learn how to move through pages, elements, and features to analyze and explore your data. - [Collaborate with Live Edit in workbooks](https://help.sigmacomputing.com/docs/collaborate-with-live-edit-in-workbooks.md): Collaborate on Sigma workbook drafts in real time with Live Edit. Share one live draft, see who is editing, and work together. - [Intro to Element Types](https://help.sigmacomputing.com/docs/intro-to-element-types.md): Learn Sigma document element types. Elements are the building blocks of workbooks and reports across single or multiple pages. - [Create a workbook](https://help.sigmacomputing.com/docs/create-a-workbook.md): Create a Sigma workbook for ad hoc exploration or long-term reporting. Add data, charts, controls, and configure layouts and create AI apps. - [Ad hoc data explorations](https://help.sigmacomputing.com/docs/ad-hoc-data-explorations.md): Use ad hoc data explorations in Sigma to perform flexible, on-the-fly data analysis. - [Use your organization's plugins](https://help.sigmacomputing.com/docs/use-your-organizations-plugins.md): Add organization-registered plugin elements to Sigma workbooks for custom functionality beyond the standard product. - [Draft and publish a workbook](https://help.sigmacomputing.com/docs/edit-draft-and-publish-a-workbook.md): Draft and publish Sigma workbooks so changes become visible to users with view and explore access. - [Copy workbook pages](https://help.sigmacomputing.com/docs/copy-and-paste-workbook-pages.md): Copy workbook pages in Sigma between workbooks or within the same workbook to reuse layouts and elements. - [Copy and paste workbook elements](https://help.sigmacomputing.com/docs/copy-and-paste-elements.md): Copy and paste one or more elements within a workbook or from one workbook to another to quickly replicate them. - [Design workbook layouts](https://help.sigmacomputing.com/docs/design-workbook-layouts.md): Design Sigma workbook layouts: add and arrange elements, containers, theme and color settings on a blank canvas. - [Use Sigma Assistant to build dashboards and apps](https://help.sigmacomputing.com/docs/use-ai-to-build-dashboards-and-apps.md): Use Sigma Assistant in plan and build modes to design dashboards and apps with natural language prompts. - [Create AI columns (Beta)](https://help.sigmacomputing.com/docs/create-ai-columns.md): Create AI columns in Sigma to enrich table data with natural language prompts. Preview JSON or text output before applying. - [Create a data element](https://help.sigmacomputing.com/docs/create-a-data-element.md): Create Sigma data elements in workbooks: tables, pivot tables, and charts built directly from a data source. - [Use related columns in a workbook or data model](https://help.sigmacomputing.com/docs/use-related-columns-in-a-workbook.md): Add columns from related tables in Sigma workbooks and data models to analyze and explore related data with ad hoc joins. - [Use linked columns in workbooks](https://help.sigmacomputing.com/docs/use-linked-columns-in-workbooks.md): Use linked columns in Sigma workbooks when using a dataset as a source to analyze and explore connected data. - [Add columns through Lookup](https://help.sigmacomputing.com/docs/add-columns-through-lookup.md): Use Lookup in Sigma to connect related columns between data elements and inject matching data from one into another. - [Create and edit period-over-period analysis](https://help.sigmacomputing.com/docs/create-and-edit-period-over-period-analysis.md): Build period-over-period analyses in Sigma with a guided workflow to compare performance over time without complex formulas. - [Organize columns into folders](https://help.sigmacomputing.com/docs/organize-columns-into-folders.md): Organize Sigma data element columns into folders in workbooks and data models to nest columns into relevant groups. - [Create and manage tables](https://help.sigmacomputing.com/docs/create-and-manage-tables.md): Create and manage tables in Sigma from warehouses, data models, or CSV files. - [Format and customize a table](https://help.sigmacomputing.com/docs/format-and-customize-a-table.md): Format and customize tables in Sigma with brand styles, conditional formatting, and highlights for interactive data. - [Add hyperlinks and images to columns](https://help.sigmacomputing.com/docs/add-hyperlinks-to-columns.md): If your table or pivot table contains URLs, use the column menu to hyperlink data in another column or display a linked image. - [Extract columns from JSON or variant data](https://help.sigmacomputing.com/docs/extract-columns-from-json-or-variant-data.md): Extract columns from JSON or variant data in Sigma using the column menu or formulas for structured fields. - [Working with pivot tables](https://help.sigmacomputing.com/docs/working-with-pivot-tables.md): Create Sigma pivot tables to group, summarize, and explore multi-dimensional data and category relationships in your analysis. - [Pivot table totals and subtotals](https://help.sigmacomputing.com/docs/pivot-table-subtotals.md): Calculate pivot table totals and subtotals in Sigma from sums, averages, and other aggregated values in grouped tables. - [Format pivot table totals](https://help.sigmacomputing.com/docs/format-pivot-table-totals.md): Format pivot table totals in Sigma separately from other values to customize how totals appear in reports and dashboards. - [Work with hierarchies](https://help.sigmacomputing.com/docs/hierarchies.md): Group pivot table columns with Sigma hierarchies to define categorical order and data granularity, like country to city or product levels. - [Create ad hoc calculations](https://help.sigmacomputing.com/docs/create-ad-hoc-calculations.md): Create ad hoc calculations in Sigma pivot tables for one-off metrics without modifying the underlying data table. - [Transpose a table](https://help.sigmacomputing.com/docs/transpose-a-table.md): Transpose Sigma tables from rows to columns or columns to rows for easier analysis, reporting, and presentation. - [Create a table from an array](https://help.sigmacomputing.com/docs/create-a-table-from-an-array.md): Create a table from an array in Sigma using Unnest to expand or flatten array items or a column of arrays. - [Write and run Python code in Sigma](https://help.sigmacomputing.com/docs/write-and-run-python-code.md): Write and run Python code in Sigma for data science, data engineering, and data analysis tasks in your workbooks. - [Python method reference](https://help.sigmacomputing.com/docs/python-method-reference.md): Browse available Python methods for Sigma Python elements. Reference built-in functions when writing data science and analysis code. - [Write custom SQL](https://help.sigmacomputing.com/docs/write-custom-sql.md): Write custom SQL in Sigma. Preview query results and create workbooks, data models, and datasets directly from SQL. - [Reference workbook control values in SQL statements](https://help.sigmacomputing.com/docs/reference-workbook-control-values-in-sql-statements.md): Reference workbook control values in Sigma SQL by wrapping a control ID in curly brackets and using relevant directives within your SQL statements. - [Query a dbt Semantic Layer integration](https://help.sigmacomputing.com/docs/query-a-dbt-semantic-layer-integration.md): Query dbt Semantic Layer metrics in Sigma workbooks for ad hoc analysis, recurring reports, and dashboards. - [About Sigma agents](https://help.sigmacomputing.com/docs/sigma-agents.md): Learn about Sigma agents—AI interfaces in workbooks for business tasks like forecasting and summarizing data. - [Build Sigma agents](https://help.sigmacomputing.com/docs/build-agents.md): Build Sigma agents in workbooks to add AI capabilities to dashboards using instructions, data sources, actions, and third-party agents and Model Context Protocol (MCP) tools. - [Example use cases for Sigma agents](https://help.sigmacomputing.com/docs/example-agent-implementations.md): Explore example use cases for Sigma agents, including anomaly notification, forecasting, embedded usage analytics, and governed write-back. - [Build an evaluation suite for your agents](https://help.sigmacomputing.com/docs/build-agent-evaluation-suite.md): Build an evaluation suite to systematically test Sigma agent behavior before production use, using the Sigma UI, the REST API, and AI_USAGE. - [Embed a Sigma agent](https://help.sigmacomputing.com/docs/embed-agent.md): Embed a Sigma agent so each of your customers can chat about their own usage trends, scoped with row-level security and impersonation. - [Call Sigma agents with the API](https://help.sigmacomputing.com/docs/call-agents-with-the-api.md): Use the Sigma agent API to run a Sigma agent from your own application, choose between streaming and non-streaming responses, and continue conversations across requests. - [View workbook and data model data lineage](https://help.sigmacomputing.com/docs/workbook-data-lineage.md): Data lineage refers to the ancestry and relationships between data elements in a workbook or data model in Sigma. - [Change the data source for a workbook, data model, or element](https://help.sigmacomputing.com/docs/change-the-data-source-for-a-workbook-data-model-or-element.md): Change the data source used by an entire workbook or data model, or change the data source used by a specific data element in Sigma. - [Manage workbook refresh options](https://help.sigmacomputing.com/docs/workbook-refresh-options.md): Set a custom refresh schedule to refresh document data on a schedule without user interaction. - [Manage workbook localization](https://help.sigmacomputing.com/docs/manage-workbook-localization.md): Translate Sigma UI text, configure translations for user-added text, and format dates and numbers in workbooks and embeds. - [Add shortcuts to documents](https://help.sigmacomputing.com/docs/add-shortcuts-to-documents.md): If you want to save links to documents in more than one location, you can add a shortcut in Sigma. - [Workbook page settings overview](https://help.sigmacomputing.com/docs/workbook-page-settings-overview.md): Configure page settings that apply to individual pages in a workbook in Sigma. - [Manage workbook page visibility](https://help.sigmacomputing.com/docs/manage-workbook-page-visibility.md): Customize Sigma workbook page visibility to restrict which pages users with different levels of access to a document can use. - [Add custom page panels to a workbook](https://help.sigmacomputing.com/docs/add-custom-page-panels-to-a-workbook.md): Create custom panels that appear on one or more workbook pages by enabling the page header and page sidebar options in Sigma. - [Create and edit document templates](https://help.sigmacomputing.com/docs/create-and-edit-workbook-templates.md): Create and edit Sigma document templates to reuse workbook and report structures and share them across your organization. - [Workbook lifecycle: explore, draft, and publish](https://help.sigmacomputing.com/docs/workbook-lifecycle-explore-draft-and-publish.md): Workbooks support both ad hoc data exploration and complex long-term reporting in Sigma. - [Add context with a document description](https://help.sigmacomputing.com/docs/add-context-with-document-descriptions.md): Add descriptions to Sigma workbooks, reports, and data models to document contents, status, quality, and reliability. - [View and manage document badges](https://help.sigmacomputing.com/docs/view-and-manage-document-badges.md): Set certification badges (endorsed, warning, and deprecated) on workbooks and data models to reflect document status, quality, and reliability. - [Workbook versions and version history](https://help.sigmacomputing.com/docs/workbook-versions-and-version-history.md): Manage and review document version history and changes made to workbooks, data models, and reports in Sigma. - [About version tags to workbooks, data models, and reports](https://help.sigmacomputing.com/docs/add-version-tags-to-workbooks-and-data-models.md): Learn about version tags in Sigma for read-only workbook, data model, and report versions you can share, embed, or deploy. - [Tag a workbook, data model, or report version](https://help.sigmacomputing.com/docs/tag-a-document-version.md): Tag a workbook, data model, or report version in Sigma to create a read-only version for sharing, embedding, or deployment. - [Use warehouse views with version tagging](https://help.sigmacomputing.com/docs/use-warehouse-views-with-version-tagging.md): Create warehouse views from a tagged version of a workbook or data model in Sigma. - [Use input tables with version tagging](https://help.sigmacomputing.com/docs/use-input-tables-with-version-tagging.md): Apply version tags to documents that contain input tables in Sigma. - [Best practices for improved document performance](https://help.sigmacomputing.com/docs/best-practices-for-improved-performance.md): If your document, such as a workbook, is slow to load data elements, Sigma provides several options to accelerate the performance of your document. - [About materialization](https://help.sigmacomputing.com/docs/materialization.md): Learn about Sigma materialization for data elements in workbooks and data models. - [Schedule materialization for a data model or workbook (Beta)](https://help.sigmacomputing.com/docs/schedule-materialization-for-a-data-model-or-workbook.md): Schedule Sigma materialization for workbook or data model elements to control data freshness and reduce warehouse queries. - [Schedule materialization for a version-tagged data model](https://help.sigmacomputing.com/docs/schedule-materialization-for-a-version-tagged-data-model.md): If you have a data model with one or more tagged versions, you can set up materialization schedules for each version of the data model. - [Caching and data freshness](https://help.sigmacomputing.com/docs/caching-and-data-freshness.md): About caching options in Sigma to manage data freshness in documents, such as with Alpha Query, the universal result cache, or query results cached in your data platform. - [Set a query ID cache duration](https://help.sigmacomputing.com/docs/set-a-query-id-cache-duration.md): Set the cache duration to be used when retrieving query results from a data platform cache. - [Manage universal result cache (Beta)](https://help.sigmacomputing.com/docs/manage-universal-result-cache.md): Sigma allows you to cache recent queries to reduce warehouse compute costs and improve performance. - [Configure data loading](https://help.sigmacomputing.com/docs/configure-data-loading.md): Optimize performance of documents in Sigma by configuring when an element uses the browser cache to load data from your data platform. - [Create and manage warehouse views](https://help.sigmacomputing.com/docs/create-and-manage-workbook-warehouse-views.md): Create warehouse views, which are virtual tables saved to your data platform in Sigma, to simplify queries and retrieve subsets of data in Sigma data elements from your data platform. - [Examine workbook and data model queries](https://help.sigmacomputing.com/docs/examine-workbook-queries.md): See optimized SQL queries Sigma generates for workbooks and data models and how results return securely to your browser. - [Override the Snowflake warehouse used by a workbook](https://help.sigmacomputing.com/docs/override-snowflake-warehouse-workbook.md): Override the Snowflake virtual warehouse used by a Sigma workbook so admins can route queries to a different warehouse. - [Intro to charts](https://help.sigmacomputing.com/docs/intro-to-visualizations.md): Intro to Sigma charts and visualizations. Create graphical data elements in workbooks and reports to reveal trends, patterns, and insights. - [Build a bar chart](https://help.sigmacomputing.com/docs/build-a-bar-chart.md): Build bar charts in Sigma to compare values across categories, from basic single-series charts to advanced multi-variable visualizations. - [Build a line chart](https://help.sigmacomputing.com/docs/build-a-line-chart.md): Build line charts in Sigma to spot trends, track changes over time, and compare multiple variables with advanced multi-line options. - [Build a KPI chart](https://help.sigmacomputing.com/docs/build-a-kpi-chart.md): KPI charts highlight a single metric value to measure performance or progress toward a goal or target. - [Build a scatter plot](https://help.sigmacomputing.com/docs/build-a-scatter-plot.md): Build scatter plots in Sigma to assess correlations between variables. Identify patterns, trends, outliers, and add trend lines or quadrants. - [Build a Sankey diagram](https://help.sigmacomputing.com/docs/build-a-sankey-diagram.md): Build Sankey diagrams in Sigma to visualize data flow across process stages. Analyze distribution, workflows, and multi-level relationships. - [Build a funnel chart](https://help.sigmacomputing.com/docs/build-a-funnel-chart.md): Build funnel charts in Sigma to measure values across sequential stages, evaluate each step, and identify workflow bottlenecks. - [Build a gauge chart](https://help.sigmacomputing.com/docs/build-a-gauge-chart.md): Build gauge charts in Sigma to display measurable values on a radial scale. Track performance, growth, and progress toward goals. - [Build a progress bar (Beta)](https://help.sigmacomputing.com/docs/build-a-progress-bar.md): Add progress bars in Sigma to show progress toward goals as a percentage or proportion. Track budget usage and KPIs in workbooks. - [Build a progress ring (Beta)](https://help.sigmacomputing.com/docs/build-a-progress-ring.md): Add progress rings in Sigma to display goal progress as a percentage or proportion. Track status and budget usage in workbooks and reports. - [Build a treemap (Beta)](https://help.sigmacomputing.com/docs/build-a-treemap.md): Build treemap charts in Sigma to compare values as nested boxes within categories like products, regions, and periods. - [Build a geography map](https://help.sigmacomputing.com/docs/build-a-geography-map.md): Build geography maps in Sigma with GeoJSON or Geography data. Create connection or choropleth maps to visualize geospatial patterns. - [Build a waterfall chart](https://help.sigmacomputing.com/docs/build-a-waterfall-chart.md): Build waterfall charts in Sigma to show how category values change over time. Visualize positive and negative contributions to totals. - [Area charts](https://help.sigmacomputing.com/docs/area-charts.md): Learn to build area charts in Sigma workbooks. Create stacked or 100% stacked visuals from data elements. - [Combo charts](https://help.sigmacomputing.com/docs/combo-charts.md): Combo charts are a type of visualization that uses a mixture of chart types. Sigma combo charts support bars, lines, areas and scatter plots. - [Box and whisker charts](https://help.sigmacomputing.com/docs/box-and-whisker-charts.md): Box and whisker charts display the distribution of a set of values along an axis. They are also commonly known as box plots. - [Pie and donut charts](https://help.sigmacomputing.com/docs/pie-and-donut-charts.md): Build pie and donut charts in Sigma to visualize data as a percentage of a total. Configure colors, values, trellis, and donut KPIs. - [Maps](https://help.sigmacomputing.com/docs/maps.md): Create region, point, and geography maps in Sigma. Visualize measures by region, chart lat/long coordinates, or map GeoJSON data. - [Create sparklines in a table](https://help.sigmacomputing.com/docs/create-sparklines-in-a-table.md): Create sparklines in Sigma tables to show data trends at a glance in a single cell. Save space and build compact sales or traffic overviews. - [Customize chart background and style](https://help.sigmacomputing.com/docs/customize-chart-background-and-style.md): Customize chart background and style in Sigma. Add colors, images, borders, padding, and corner shapes to match your branding. - [Create and format trellis charts](https://help.sigmacomputing.com/docs/create-and-format-trellis-charts.md): Trellis charts compare multiple subsets of data in a grid of smaller panels, making it easier to spot patterns and trends across dimensions. - [Customize chart mark tooltip fields](https://help.sigmacomputing.com/docs/customize-chart-mark-tooltip-fields.md): Customize Sigma chart mark tooltip fields to show the metrics and data attributes most relevant when you hover data points. - [Format chart legend](https://help.sigmacomputing.com/docs/format-chart-legend.md): Format a chart legend in Sigma to change its visibility, position, font size, and text color and improve chart readability. - [Display chart data labels](https://help.sigmacomputing.com/docs/display-chart-data-labels.md): Display chart data labels in Sigma for area, bar, line, pie, funnel, gauge, scatter, map, and more visualization types. - [Format chart axis position](https://help.sigmacomputing.com/docs/format-chart-axis-position.md): Format Sigma chart axis position to move y-axes or add second axes and build dual-axis charts that compare multiple series. - [Configure chart axis marks](https://help.sigmacomputing.com/docs/configure-chart-axis-marks.md): Configure Sigma chart axis marks like ticks and grid lines. Control appearance, spacing, and step size for readable visualizations. - [Customize chart axis range](https://help.sigmacomputing.com/docs/customize-chart-axis-range.md): Customize Sigma chart axis range by setting min and max values to control displayed data or override automatic defaults. - [Display chart reference marks](https://help.sigmacomputing.com/docs/display-chart-reference-marks.md): Display chart reference marks in Sigma to highlight averages, medians, min/max values, custom metrics, or formulas as lines or bands. - [Add trend lines](https://help.sigmacomputing.com/docs/add-trend-lines.md): Add trend lines to Sigma charts to highlight patterns and predict values. Choose linear, logarithmic, exponential, and other regression models. - [Add a custom color scale](https://help.sigmacomputing.com/docs/add-a-custom-color-scale.md): Add custom color scales in Sigma for charts and tables. Choose predefined palettes or create your own at the organization, workbook, or element level. - [Dynamically filter and modify data in Sigma](https://help.sigmacomputing.com/docs/dynamically-filter-and-modify-data-in-sigma.md): Dynamically filter and modify data in Sigma workbooks and data models based on user inputs and control selections. - [Filter data in data elements](https://help.sigmacomputing.com/docs/data-element-filters.md): Filter data in Sigma tables, pivot tables, and visualizations to focus on specific subsets of data for analysis and exploration. - [Sort filter and control values](https://help.sigmacomputing.com/docs/sort-filter-values.md): Sort filter and control values in Sigma by count, alphanumeric order, or custom order when working with large lists. - [Intro to control elements](https://help.sigmacomputing.com/docs/intro-to-control-elements.md): Intro to Sigma control elements: add filters, data inputs, drilldown paths, and predefined interactions to workbooks. - [Create and manage a control element](https://help.sigmacomputing.com/docs/create-and-manage-a-control-element.md): Create and manage control elements in Sigma workbooks for filters, inputs, drilldown paths, and interactive data manipulation. - [Create and configure a list values control](https://help.sigmacomputing.com/docs/create-and-configure-a-list-values-control.md): Create list values controls in Sigma to filter data by including or excluding one or more selected values. - [Create and configure a segmented control](https://help.sigmacomputing.com/docs/segmented-control.md): Create segmented controls in Sigma with up to seven single-select sections to filter target elements. - [Drill down control](https://help.sigmacomputing.com/docs/drill-down-control.md): Learn how the drill down control element works in Sigma workbooks for step-by-step interactive data exploration. - [Top N filter](https://help.sigmacomputing.com/docs/top-n-filter.md): Use Top N filters in Sigma to show the top number of rows by criteria. Ideal for sorted lists with many values. - [Create and configure a legend control](https://help.sigmacomputing.com/docs/create-and-configure-a-legend-control.md): Add a legend control in Sigma to align chart colors and filter data across multiple visualizations with a single click. - [Create and configure a file upload control (Beta)](https://help.sigmacomputing.com/docs/create-and-configure-a-file-upload-control.md): Use file upload controls in Sigma to upload images, documents, and videos to input table file columns or forms. - [Reference control values as parameters](https://help.sigmacomputing.com/docs/parameters-in-workbooks.md): Reference Sigma control element values as parameters in formulas and SQL statements for dynamic calculations. - [Set control values in a URL using query string parameters](https://help.sigmacomputing.com/docs/workbook-control-values-in-the-url.md): Pre-populate Sigma workbook control values when embedding by encoding control IDs and values in URL query parameters. - [Synced controls](https://help.sigmacomputing.com/docs/synced-controls.md): Synced controls in Sigma keep identical, synchronized filter controls and parameters across a workbook. - [Intro to UI elements](https://help.sigmacomputing.com/docs/intro-to-ui-elements.md): Learn Sigma UI elements including buttons, text, images, dividers, spacers, and embeds to style workbook pages. - [Button elements](https://help.sigmacomputing.com/docs/button-elements.md): Add Sigma button elements for one-click workbook actions like workflows, navigation, exports, and API calls. - [Image elements](https://help.sigmacomputing.com/docs/image-elements.md): Add Sigma image elements to workbook pages by uploading files or linking static or dynamic image URLs. - [Text elements](https://help.sigmacomputing.com/docs/text-elements.md): Create Sigma text elements with preset or custom styles, dynamic formulas, links, and labels for workbook page headers and titles. - [Value lists](https://help.sigmacomputing.com/docs/value-lists.md): Build organized Sigma value lists from formulas, controls, and data sources, or create dynamic lists with containers. - [Workbook settings overview](https://help.sigmacomputing.com/docs/workbook-settings-overview.md): Customize Sigma workbook settings for all pages and elements to match your brand, project needs, and analysis workflows. - [Customize element title](https://help.sigmacomputing.com/docs/customize-element-title.md): Customize element titles in workbooks to provide context, communicate insights, and improve accessibility. - [Customize element background and styles](https://help.sigmacomputing.com/docs/customize-element-background-and-styles.md): Customize Sigma element backgrounds, borders, padding, and corner styles for charts, tables, input tables, and text. - [Customize the sort order of data elements](https://help.sigmacomputing.com/docs/configure-custom-sort.md): Customize sort order for Sigma tables, pivot tables, and charts, including hidden columns and null value placement. - [Limit displayed values in a data element](https://help.sigmacomputing.com/docs/limit-displayed-values-in-a-data-element.md): Limit which values display for a column in Sigma grouped tables, pivot tables, or charts to focus on top results. - [About Sigma AI apps](https://help.sigmacomputing.com/docs/ai-apps.md): About Sigma AI apps: Purpose-built solutions that integrate live data, workflows, and user inputs using write-back, layouts, and AI tools. - [App tutorial: Build an employee feedback survey](https://help.sigmacomputing.com/docs/app-tutorial-data-collection.md): Build an employee feedback survey. Learn app fundamentals and best practices for a data collection form that writes submissions to an input table. - [Input tables overview](https://help.sigmacomputing.com/docs/intro-to-input-tables.md): Input tables are dynamic workbook elements for structured data entry that add new data points and augment existing data without overwriting sources. - [Create new input tables](https://help.sigmacomputing.com/docs/create-new-input-tables.md): Create new Sigma input tables to add data points to your analysis. Build empty, CSV, or linked tables with validation, permissions, and row history. - [Edit input table data](https://help.sigmacomputing.com/docs/add-or-edit-input-table-data.md): Edit Sigma input table data in draft or published workbooks. Add rows, edit cells, and save changes based on access and data entry permissions. - [Configure single-select or multi-select columns in input tables](https://help.sigmacomputing.com/docs/configure-single-select-and-multi-select-columns-on-input-tables.md): Configure single-select and multi-select columns in Sigma input tables. Users can pick values from predefined lists formatted as colored pills. - [Configure file columns in input tables (Beta)](https://help.sigmacomputing.com/docs/configure-file-upload-columns-on-input-tables.md): Configure file upload columns on Sigma input tables. Upload images, documents, and videos with column-level file type, count, and size limits. - [View input table audit history](https://help.sigmacomputing.com/docs/view-input-table-audit-history.md): View Sigma input table audit history. See row-level and schema-level changes over time with details about who changed data, what changed, and when it changed. - [Apply data validation to input table columns](https://help.sigmacomputing.com/docs/apply-data-validation-to-input-table-columns.md): Apply data validation to Sigma input table columns. Restrict entries to predefined dropdown values for consistent text, number, and date data. - [Change the data entry permission on input tables](https://help.sigmacomputing.com/docs/customize-data-entry-permission-on-input-tables.md): Change data entry permission on Sigma input tables. Control which workbook versions and access levels allow collaborative edits to table data. - [Add system-generated columns to input tables](https://help.sigmacomputing.com/docs/add-system-generated-columns-to-input-tables.md): Add system-generated columns to Sigma input tables. Expose row edit history and row ID metadata for auditing and data management. - [Intro to layout elements](https://help.sigmacomputing.com/docs/intro-to-layout-elements.md): Intro to Sigma layout elements: Dynamic workbook elements that group content, manage visibility, and build intuitive user workflows. - [Use containers to organize workbook layouts](https://help.sigmacomputing.com/docs/use-containers-to-organize-workbook-layouts.md): Use containers to organize Sigma workbook layouts. Group canvas elements together and style them for focused, user-friendly AI apps. - [Use stacks to make responsive layouts](https://help.sigmacomputing.com/docs/use-stacks-to-make-responsive-layouts.md): Use the Stack layout type in Sigma for responsive workbook layouts. Elements arrange automatically by direction, distribution, and alignment. - [Use tabbed containers to organize workbook content](https://help.sigmacomputing.com/docs/use-tabbed-containers-to-organize-workbook-content.md): Add tabbed containers in Sigma workbooks to group content, show multiple views in one space, and guide users without extra navigation. - [Use single row containers to show records in detail](https://help.sigmacomputing.com/docs/use-single-row-containers-to-show-records-in-detail.md): Use single row containers in Sigma to show records in detail. Display one data source row at a time with dynamic text, images, and values. - [Use repeated containers to generate layouts from data](https://help.sigmacomputing.com/docs/use-repeated-containers-to-generate-layouts-from-data.md): Use repeated containers in Sigma to generate layouts from data. Create a card grid or list that repeats for each row with dynamic content. - [Use modals to create focused content views](https://help.sigmacomputing.com/docs/use-modals-to-create-focused-content-views.md): Use modals in Sigma for focused workbook views. Overlay content to reduce clutter and deliver app-like forms, drilldowns, and controls. - [Use drawers to manage complex workflows](https://help.sigmacomputing.com/docs/use-drawers-to-manage-complex-workflows.md): Add drawers to Sigma workbooks to surface additional content and context without fully disrupting workflows. - [Use popovers to simplify a workbook interface](https://help.sigmacomputing.com/docs/use-popovers-to-simplify-a-workbook-interface.md): Use Sigma popovers to simplify workbook interfaces. Display contextual tables, charts, and filters in floating containers on demand. - [Use the navigation element to guide user exploration](https://help.sigmacomputing.com/docs/use-the-navigation-element-to-guide-user-exploration.md): Add a Sigma navigation element to your workbook with buttons that link to pages, elements, or external destinations and nested submenus. - [Use forms to streamline user data entry](https://help.sigmacomputing.com/docs/use-forms-to-streamline-user-data-entry.md): Use Sigma forms to streamline user data entry. Collect inputs for actions like adding input table rows, setting controls, and calling APIs. - [Intro to actions](https://help.sigmacomputing.com/docs/intro-to-actions.md): Learn Sigma workbook actions: conditions, triggers, and effects that automate responses to user interactions. - [Create actions that navigate to destinations](https://help.sigmacomputing.com/docs/create-actions-that-navigate-to-destinations.md): Create Sigma workbook actions that navigate to destinations. Send users to URLs, other Sigma documents, or locations within the current workbook. - [Create actions that manage control values](https://help.sigmacomputing.com/docs/create-actions-that-manage-control-values.md): Create Sigma actions that set or clear control values so users can quickly filter and refocus workbook views. - [Create actions that modify or refresh elements](https://help.sigmacomputing.com/docs/create-actions-that-modify-or-refresh-elements.md): Create Sigma workbook actions that modify or refresh elements. Control column visibility, axis scales, refresh, and sorting for tailored charts. - [Create actions that control modals, drawers, and tabbed containers](https://help.sigmacomputing.com/docs/create-actions-that-control-modals-drawers-and-tabbed-containers.md): Create Sigma actions that open or close modals and select tabs in tabbed containers for seamless content transitions. - [Create actions that control single row containers](https://help.sigmacomputing.com/docs/create-actions-that-control-single-row-containers.md): Create Sigma actions that set which row displays in a single row container using the unique identifier column. - [Create actions that modify input table data](https://help.sigmacomputing.com/docs/create-actions-that-modify-input-table-data.md): Create Sigma actions that insert, update, or delete input table rows to support forms and app workflows. - [Create actions that modify forms](https://help.sigmacomputing.com/docs/create-actions-that-modify-forms.md): Create Sigma actions that set or reset form fields to prepopulate values or clear forms after submission. - [Create actions that send notifications and export data](https://help.sigmacomputing.com/docs/create-actions-that-send-notifications-and-export-data.md): Create Sigma actions that export workbooks and send notifications via email, Slack, Teams, SharePoint, webhooks, and cloud storage. - [Create actions that generate embed iframe events](https://help.sigmacomputing.com/docs/create-actions-that-trigger-embed-iframe-events.md): Create Sigma embed iframe event actions. Send events from embedded workbooks to host apps for custom tracking, UI changes, and API triggers. - [Create actions that modify plugins](https://help.sigmacomputing.com/docs/create-actions-that-modify-plugins.md): Create Sigma workbook actions that modify plugins. Use element interactions to trigger plugin effects, such as selecting a table cell. - [Create actions that call stored procedures](https://help.sigmacomputing.com/docs/create-actions-that-call-stored-procedures.md): Create Sigma workbook actions that call stored procedures and reuse their output as variables in downstream actions. - [Create actions that call API endpoints](https://help.sigmacomputing.com/docs/create-actions-that-call-api-endpoints.md): Create Sigma workbook actions that call API endpoints to retrieve data, trigger workflows, and build integrations. - [Create actions to interact with Sigma agents](https://help.sigmacomputing.com/docs/create-actions-that-interact-with-agents.md): Create Sigma actions that run agents or clear chat conversations to automate agent tasks in workbooks. - [Create and manage action sequences](https://help.sigmacomputing.com/docs/create-and-manage-action-sequences.md): Create and manage Sigma action sequences in workbooks. Trigger a series of actions from user interactions. - [Define an action condition](https://help.sigmacomputing.com/docs/make-an-action-conditional.md): Define optional conditions for Sigma action sequences using custom formulas or control values to control when actions run. - [Run action sequences automatically (Beta)](https://help.sigmacomputing.com/docs/configure-action-sequences-to-run-automatically.md): Run Sigma action sequences automatically based on a schedule or in response to an incoming webhook request. - [Use variables in actions](https://help.sigmacomputing.com/docs/use-variables-in-actions.md): Use action variables in Sigma to reference selected table values or prior action results in formulas and conditions. - [Create cross-element filters](https://help.sigmacomputing.com/docs/create-cross-element-filters.md): Configure workbook actions to enable cross-element filtering, where interacting with one element automatically filters others in the workbook. - [Create custom context menu actions](https://help.sigmacomputing.com/docs/create-custom-context-menu-actions.md): Add custom context menu actions in Sigma tables and charts to trigger workflows on selected cells and data points. - [Build if/else control flow in an action sequence](https://help.sigmacomputing.com/docs/build-if-else-control-flow-in-an-action-sequence.md): Add if/else control flow to Sigma action sequences to build dynamic workbook workflows that respond to conditions. - [View and manage existing actions](https://help.sigmacomputing.com/docs/view-and-manage-existing-actions.md): View, edit, duplicate, and delete existing actions on Sigma workbook pages from the actions overview for each element. - [Reports overview](https://help.sigmacomputing.com/docs/reports-overview.md): Learn how Sigma reports deliver predictable, pixel-perfect paginated PDF exports for compliance, branding, and enterprise reporting. - [Tutorial: Build and export a sales report](https://help.sigmacomputing.com/docs/tutorial-build-and-export-a-sales-report.md): Build and export a pixel-perfect sales report in Sigma. Create a cover page, paginated data, and filters for email burst exports. - [Create and edit reports](https://help.sigmacomputing.com/docs/create-and-edit-reports.md): Create and edit Sigma reports for predictable, pixel-perfect PDF exports. Support compliance, external reporting, and embedded analytics needs. - [Add elements and data to a report](https://help.sigmacomputing.com/docs/add-elements-and-data-to-a-report.md): Add elements and data to Sigma reports. Build report content and paginate tables and pivot tables for clearer, easier-to-read exports. - [Customize element size, layering, and alignment in reports](https://help.sigmacomputing.com/docs/customize-element-size-position-and-layering.md): Customize Sigma report layout by resizing, rearranging, layering, and aligning elements. Control element size, position, and distribution. - [Edit report page setup, headers, and footers](https://help.sigmacomputing.com/docs/edit-report-page-setup-headers-and-footers.md): Configure Sigma report page setup, margins, orientation, and size. Add and resize headers and footers for polished exports. - [Edit report page order, visibility, and numbers](https://help.sigmacomputing.com/docs/edit-report-page-order-visibility-and-numbers.md): Reorder Sigma report pages, add page numbers, and control page visibility. Manage pages to improve navigation and export control. - [Customize text typeface, size, and style in reports](https://help.sigmacomputing.com/docs/customize-text-typeface-size-and-style.md): Customize text typeface, size, and style in Sigma reports. Use preset text styles or granular font options to match branding. - [Customize report settings and themes](https://help.sigmacomputing.com/docs/customize-report-elements-settings-and-branding.md): Customize Sigma report themes, fonts, colors, layout, and table styles. Tailor report branding and appearance to match your requirements. - [Convert workbooks to reports](https://help.sigmacomputing.com/docs/convert-workbooks-to-reports.md): Convert Sigma workbooks to reports for pixel-level formatting and reliable exports without rebuilding content manually. - [Share and export reports](https://help.sigmacomputing.com/docs/share-and-export-reports.md): Share and export Sigma reports as PDFs. Control access, configure export settings, and distribute pixel-perfect reports to your audience. - [Ask natural language queries with Sigma Assistant](https://help.sigmacomputing.com/docs/ask-natural-language-queries-with-assistant.md): Ask natural language queries with Sigma Assistant to get AI-generated answers, charts, and conversational insights from your data. - [Use Sigma Assistant to explore and analyze workbook data](https://help.sigmacomputing.com/docs/sigma-assistant-in-the-workbook.md): Use Sigma Assistant in workbooks to ask natural language questions, explore data, and iterate on analysis. - [Ask a question about a data source table](https://help.sigmacomputing.com/docs/ask-data-source.md): Use Sigma Assistant to ask questions about data source tables in your catalog and explore any data source visible to you. - [Chat with Sigma agents](https://help.sigmacomputing.com/docs/chat-with-agent.md): Chat with Sigma agents in workbook chat elements to ask data questions and accomplish analysis tasks. - [Access Sigma from an AI assistant, agent, or tool](https://help.sigmacomputing.com/docs/interact-with-ai-tools.md): Connect Sigma to AI assistants, coding agents, and tools like Claude, Codex, ChatGPT, and Cursor to enable agentic workflows with Sigma workbooks, data models, and apps. - [Use the Sigma MCP server](https://help.sigmacomputing.com/docs/use-sigma-mcp-server.md): Use the Sigma MCP server to search, describe, and query data, and build workbooks in your organization with natural language. - [Use the Sigma plugin for ChatGPT](https://help.sigmacomputing.com/docs/use-the-sigma-plugin-for-ai-assistants.md): Use the Sigma plugin in ChatGPT to search, explore, and query your Sigma data and build workbooks with natural language. - [Install skills for AI assistants](https://help.sigmacomputing.com/docs/install-skills-for-ai-assistants.md): Install agent skills published by Sigma to give AI assistants and tools reference materials for REST API and document workflows. - [Migrate to Sigma with an AI assistant (Beta)](https://help.sigmacomputing.com/docs/migrate-to-sigma-with-an-ai-assistant.md): Use migration skills to have an AI assistant rebuild dashboards from Tableau, Power BI, Looker, and other BI tools as Sigma workbooks. - [Create and interact with custom views](https://help.sigmacomputing.com/docs/create-and-interact-with-custom-views.md): Create custom views in Sigma to explore and change workbooks privately without affecting the published version. - [Create and share saved views](https://help.sigmacomputing.com/docs/create-and-share-saved-views.md): Create saved views in Sigma to capture filter, control, and chart changes on published workbooks for personal or shared use. - [View column details](https://help.sigmacomputing.com/docs/view-column-details.md): View column details in Sigma for distribution statistics that help you assess data shape and quality across column types. - [Find a specific value in a table or input table](https://help.sigmacomputing.com/docs/find-a-value-in-a-table.md): Use Find in table in Sigma to locate values across visible columns in tables and input tables and navigate between matches. - [Choose your Snowflake role for an OAuth connection](https://help.sigmacomputing.com/docs/choose-snowflake-role.md): Change the Snowflake role used in Sigma for OAuth connections to control how data is queried in Snowflake. - [Keyboard shortcuts: Mac OS](https://help.sigmacomputing.com/docs/keyboard-shortcuts-mac-os.md): Mac OS keyboard shortcuts for Sigma workbooks and users. - [Keyboard shortcuts: Microsoft Windows](https://help.sigmacomputing.com/docs/keyboard-shortcuts-microsoft-windows.md): Microsoft Windows keyboard shortcuts for Sigma workbooks and users. - [Drill down into data](https://help.sigmacomputing.com/docs/drill-into-data.md): Drill down or up into data in Sigma using drill paths to explore ad hoc slices of chart data and identify patterns. - [View underlying data](https://help.sigmacomputing.com/docs/view-underlying-data.md): Maximize data elements in Sigma workbooks to view underlying data and focus on details behind charts and tables. - [Explain charts with AI](https://help.sigmacomputing.com/docs/explain-visualizations-with-ai.md): Explain this chart uses AI to instantly generate a detailed explanation of any chart, including key insights and observations. - [Highlight chart values](https://help.sigmacomputing.com/docs/highlight-chart-values.md): Highlight single values in Sigma charts by clicking them to focus analysis on specific data points. - [Use comments in workbooks and data models](https://help.sigmacomputing.com/docs/workbook-comments.md): Add comments to Sigma workbooks and data models on elements or documents to share context and request feedback. - [Capture and annotate images in comments](https://help.sigmacomputing.com/docs/annotate-element-images-as-comments.md): Capture, annotate, and share images of Sigma workbook elements in comments for clearer collaboration and feedback. - [Search for content in your organization](https://help.sigmacomputing.com/docs/search-in-sigma.md): Use global search in Sigma to locate workbooks, data models, reports, folders, and other content across your organization. - [Set up an app for two-factor authentication](https://help.sigmacomputing.com/docs/app-based-authentication-for-users.md): Set up an authenticator app for two-factor authentication in Sigma instead of receiving login codes by email. - [Refresh your connection sign-in sessions](https://help.sigmacomputing.com/refresh-connection-sign-in-sessions.md): Refresh OAuth connection sign-in sessions in Sigma when your organization requires re-authentication to data sources. - [Share a workbook, data model, or report](https://help.sigmacomputing.com/docs/share-a-workbook.md): Learn how to set permissions and share a Sigma workbook with individuals, teams, or everyone in your organization. - [Share a folder](https://help.sigmacomputing.com/docs/share-a-folder.md): Categorize and share documents with people using folders in Sigma. - [Share document templates](https://help.sigmacomputing.com/docs/share-workbook-templates.md): Share workbook and report templates with other users and teams in your organization for quick and consistent reuse in Sigma. - [Share and accept cross-org document templates](https://help.sigmacomputing.com/docs/share-and-accept-cross-org-workbook-templates.md): Share templates with other organizations to share the structure and layout of a workbook or report with another Sigma organization. - [Send or schedule workbook exports](https://help.sigmacomputing.com/docs/send-or-schedule-workbook-exports.md): Export or download workbook contents to use outside of Sigma, enabling automated reporting and workflows. - [Schedule a conditional export or alert](https://help.sigmacomputing.com/docs/schedule-a-conditional-export-or-alert.md): Schedule an export to send only if specific conditions are met, functioning as a conditional alert in Sigma. - [Download workbook data](https://help.sigmacomputing.com/docs/download-workbook-data.md): Download an entire workbook, a specific workbook page, or a specific workbook element from Sigma at any time. - [Export to email](https://help.sigmacomputing.com/docs/export-to-email.md): Send documents to email recipients on a set schedule or as-needed basis in Sigma. - [Format an email message](https://help.sigmacomputing.com/docs/format-an-email-message.md): Options for formatting the text included in email export messages in Sigma. - [Create custom email export templates (Beta)](https://help.sigmacomputing.com/docs/create-custom-email-export-templates.md): Build custom branded templates for export success, failure, and suspension emails, and assign them to scheduled or ad hoc email exports. - [Export to Slack](https://help.sigmacomputing.com/docs/export-to-slack.md): You can send documents, document pages, and individual elements to any channel in a connected Slack workspace. - [Format a Slack message](https://help.sigmacomputing.com/docs/format-a-slack-message.md): Format a Slack message sent from a Slack export or Slack notification action. - [Export to Google Sheets](https://help.sigmacomputing.com/docs/export-to-google-sheets.md): Send one or more individual workbook elements to Google Sheets on a set schedule or an as-needed basis in Sigma. - [Export to Google Drive](https://help.sigmacomputing.com/docs/export-to-google-drive.md): Send documents to Google Drive on a set schedule or an as-needed basis in Sigma. - [Export to cloud storage](https://help.sigmacomputing.com/docs/export-to-cloud-storage.md): Sigma allows you to export data to cloud storage on a scheduled or ad hoc basis. - [Export to webhook](https://help.sigmacomputing.com/docs/export-to-webhook.md): Export Sigma document data to webhook endpoints or apps like Marketo, Segment, or Airtable on demand or on a schedule. - [Export as email burst](https://help.sigmacomputing.com/docs/export-as-email-burst.md): Send a custom-filtered report to a dynamic list of recipients as an email burst in Sigma. - [Export to Microsoft Teams](https://help.sigmacomputing.com/docs/export-to-microsoft-teams.md): To send documents, reports, and data to Microsoft Teams, schedule or set up an export to Microsoft Teams from Sigma. - [Format a Microsoft Teams message](https://help.sigmacomputing.com/docs/format-a-microsoft-teams-message.md): Format a notification or export sent from Sigma to Microsoft Teams. - [Export to Microsoft SharePoint](https://help.sigmacomputing.com/docs/export-to-microsoft-sharepoint.md): To send documents, reports, and data to a Microsoft SharePoint site, schedule or set up an export in Sigma. - [Configure additional options for exports](https://help.sigmacomputing.com/docs/configure-additional-options-for-exports.md): When you export workbook or report data from Sigma, you can configure additional options to control the appearance and content that gets exported. - [Manage scheduled exports](https://help.sigmacomputing.com/docs/manage-scheduled-exports.md): View and manage scheduled Sigma exports to stagger schedules, remove outdated exports, or update export configuration. - [Download and export limitations](https://help.sigmacomputing.com/docs/download-export-and-upload-limitations.md): Limitations to consider when downloading your data or exporting it to other systems from Sigma. - [Use metrics in a workbook](https://help.sigmacomputing.com/docs/use-metrics-in-a-workbook.md): Reuse Sigma metrics as custom aggregates across workbook elements that share a dataset, data model table, or connection table as a source. - [Create reusable custom functions](https://help.sigmacomputing.com/docs/custom-functions.md): You can define custom functions to represent frequently used complex calculations that combine logic, aggregates, and other type of operations. - [Intro to embedded analytics](https://help.sigmacomputing.com/docs/intro-to-embedded-analytics.md): Explore Sigma embedded analytics options to integrate workbooks and other documents into your applications. - [Create and manage a public embed](https://help.sigmacomputing.com/docs/create-and-manage-a-public-embed.md): Create and manage public embeds in Sigma to share workbooks, pages, or chart elements with real-time data from your data platform. - [Create a secure embed](https://help.sigmacomputing.com/docs/create-a-secure-embed.md): Create a secure Sigma embed to integrate workbooks into another application without requiring separate Sigma login. - [Generate embed client credentials](https://help.sigmacomputing.com/docs/generate-embed-client-credentials.md): Generate Sigma embed client credentials, including a unique client ID and embed secret, to create secure embeds. - [Manage access to a secure embed](https://help.sigmacomputing.com/docs/manage-access-to-a-secure-embed.md): Manage who can access Sigma securely embedded content with team assignments, JWTs, and embed permission controls. - [Behavior differences for users in embedded content](https://help.sigmacomputing.com/docs/behavior-differences-for-users-in-embedded-content.md): Behavioral differences between embed users and internal Sigma users across collaboration and exporting. - [Create an embed API with JSON Web Tokens](https://help.sigmacomputing.com/docs/create-an-embed-api-with-json-web-tokens.md): Authenticate Sigma secure embeds with JSON Web Tokens (JWTs) for a secure way to embed content in host applications. - [JSON web token claims reference](https://help.sigmacomputing.com/docs/json-web-token-claims-reference.md): Reference for JWT claims used with Sigma secure embeds to pass user identity, teams, attributes, and other settings. - [Embed URL parameters](https://help.sigmacomputing.com/docs/embed-url-parameters.md): Customize Sigma secure embeds with URL query string parameters to control menus, controls, and embed behavior. - [URL encoding reference for parameters](https://help.sigmacomputing.com/docs/special-characters-for-url-parameters.md): URL-encode special characters in Sigma embed and control URL parameters so query strings parse correctly. - [Test an embed URL in the embed sandbox](https://help.sigmacomputing.com/docs/test-an-embed-url-in-the-embed-sandbox.md): Test a Sigma embed URL in the embed sandbox before integrating content into your host application. - [Common embed error codes and messages](https://help.sigmacomputing.com/docs/common-embed-error-codes-and-messages.md): Troubleshoot Sigma secure embeds using common embed error codes and workbook:error outbound event messages. - [Restrict access to data in embedded content](https://help.sigmacomputing.com/docs/restrict-access-to-data-in-embedded-content.md): Secure and manage data access for Sigma embedded content with user attributes, row-level security, and related controls. - [Embed Sigma Assistant (Deprecated)](https://help.sigmacomputing.com/docs/embed-assistant.md): Embed Sigma Assistant so users can ask natural language questions about data from within your host application. - [Implement inbound and outbound events in embeds](https://help.sigmacomputing.com/docs/inbound-and-outbound-events-in-embeds.md): Build Sigma embed interactivity with inbound and outbound events using the JavaScript Embed API and host app listeners. - [Inbound event reference](https://help.sigmacomputing.com/docs/inbound-event-reference.md): Reference of all available Sigma embed inbound events triggered from your host application or parent window to control embedded content. - [Outbound event reference](https://help.sigmacomputing.com/docs/outbound-event-reference.md): Reference of all Sigma embed outbound events that report user interactions from embedded content to your host application. - [Manage iframes for embeds](https://help.sigmacomputing.com/docs/manage-iframes-for-embeds.md): Configure Sigma embed iframes and CSS options to control embedded content display and manage available functionality in your app. - [Configure a shareable link for an embed](https://help.sigmacomputing.com/docs/configure-a-shareable-link-for-an-embed.md): Let Sigma embed users share workbooks, explorations, and bookmarks via shareable links on your own custom domain. - [Manage embed user settings (Beta)](https://help.sigmacomputing.com/docs/manage-embed-user-settings.md): Manage settings that let embed users interact with other users in your organization and export workbook content to Slack, Microsoft Teams, or SharePoint. - [Embed SDK for React](https://help.sigmacomputing.com/docs/embed-sdk-for-react.md): Use the Sigma Embed SDK for React to integrate secure embeds and interactive analytics into React applications. - [Sigma Tenants](https://help.sigmacomputing.com/docs/multitenancy-at-sigma.md): Set up multitenancy with Sigma Tenants. Manage users and resources across organizations by region, business unit, environment, or customer. - [Create and manage tenant organizations](https://help.sigmacomputing.com/docs/create-and-manage-tenant-organizations.md): Create and manage Sigma tenant organizations from a parent organization for multi-tenant deployments. - [Deploy content to tenant organizations](https://help.sigmacomputing.com/docs/deploy-content-to-tenant-organizations.md): Deploy documents and folders to Sigma tenant organizations from a parent or tenant organization. Deployed content auto-updates when the source is published. - [Sigma Tenants deployment use cases and examples](https://help.sigmacomputing.com/docs/deployment-use-cases-and-examples.md): Explore end-to-end Sigma tenant deployment examples for SDLC workflows, business units, customer tenants, and data sovereignty. - [Deploy content from one tenant organization to one or more tenants](https://help.sigmacomputing.com/docs/deploy-content-from-one-tenant-to-other-tenants.md): Deploy Sigma documents from one tenant organization to other tenants after being granted capabilities from a parent organization. - [Deploy content from a parent organization to one or more tenants](https://help.sigmacomputing.com/docs/deploy-content-from-parent-organization-to-tenant-organizations.md): Deploy Sigma documents and folders from a parent organization to one or more tenant organizations with Sigma Tenants. - [Programmatically deploy content from a parent organization to tenants](https://help.sigmacomputing.com/docs/programmatically-deploy-content-from-parent-organization-to-tenants.md): Use the Sigma REST API to deploy documents and folders from a parent organization to one or more tenant organizations. - [Manage content deployed in tenant organizations](https://help.sigmacomputing.com/docs/manage-deployed-content.md): Manage documents and folders deployed in Sigma tenant organizations from a parent or tenant organization, including recreating some configurations. - [Embed content from a tenant organization](https://help.sigmacomputing.com/docs/embed-content-from-a-tenant-organization.md): Embed content from a Sigma tenant organization and sign it with a JWT using parent or tenant organization embed credentials. - [About the Sigma REST API](https://help.sigmacomputing.com/docs/get-started-with-sigmas-api.md): Access Sigma connections, workbooks, teams, and more programmatically with the secure HTTP-based Sigma REST API. - [Get started with custom plugins](https://help.sigmacomputing.com/docs/get-started-with-custom-plugins.md): Get started with Sigma custom workbook plugins to extend charts, visuals, and interactions with third-party functionality. - [Develop plugins for Sigma](https://help.sigmacomputing.com/docs/develop-plugins-for-sigma.md): Build Sigma workbook plugins with the Plugin API to add custom functionality and connect external applications to your analytics. - [Plugin development API](https://help.sigmacomputing.com/docs/plugin-development-api.md): Reference the Sigma Plugin API arguments, events, and methods for building custom workbook plugin elements. - [Plugin examples](https://help.sigmacomputing.com/docs/plugin-examples.md): Explore Sigma example plugins to learn patterns for building custom workbook elements with the Plugin API. - [Configure plugins to work with actions](https://help.sigmacomputing.com/docs/configure-plugins-to-work-with-actions.md): Learn how Sigma workbook actions integrate with custom plugins to trigger workflows and extend workbook functionality. - [Manage data models as code](https://help.sigmacomputing.com/docs/manage-data-models-as-code.md): Use the Sigma API to create, update, and retrieve data models as JSON or YAML for programmatic workflows, CI/CD, and AI-assisted development. - [Get the code representation of a data model](https://help.sigmacomputing.com/docs/get-the-code-representation-of-a-data-model.md): Retrieve a Sigma data model as JSON or YAML code by calling the API Get code representation endpoint with the dataModelId. - [Create a data model from a code representation](https://help.sigmacomputing.com/docs/create-a-data-model-from-a-code-representation.md): Create a Sigma data model from a JSON or YAML code representation using the Sigma API Create data model endpoint in the request body. - [Update a data model from a code representation](https://help.sigmacomputing.com/docs/update-a-data-model-from-a-code-representation.md): Update an existing Sigma data model from a JSON or YAML code representation using the Sigma API Update data model endpoint. - [Specify column order in the code representation of a data model](https://help.sigmacomputing.com/docs/specify-column-order-in-the-code-representation-of-a-data-model.md): Specify column order in Sigma data model code representations using the order array to control how tables appear when created via the API. - [Sort data in the code representation of a data model](https://help.sigmacomputing.com/docs/sort-data-in-the-code-representation-of-a-data-model.md): Sort table data in Sigma data model code representations using the sort array to control column order when creating models via the API. - [Format columns and metrics in the code representation of a data model](https://help.sigmacomputing.com/docs/format-columns-and-metrics-in-the-code-representation-of-a-data-model.md): Format numbers and dates in Sigma data model code representations to control how columns and metrics appear for users in the Sigma UI. - [Data model representation example library](https://help.sigmacomputing.com/docs/data-model-representation-example-library.md): Browse Sigma data model code representation examples to troubleshoot API formatting, map UI features to code, and support AI-assisted modeling. - [Example representation: Data model with a single table](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-single-table.md): Example Sigma code representation of a data model with a single table. - [Example representation: Data model with a CSV table](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-csv-table.md): Example Sigma code representation of a data model with a CSV table. - [Example representation: Data model with a table and a calculated column](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-table-and-a-calculated-column.md): Example Sigma code representation of a data model with a table and a calculated column. - [Example representation: Data model with a table and metric](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-table-and-a-metric.md): Example Sigma code representation of a data model with a table and metric. - [Example representation: Data model with a metric timeline](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-metric-timeline.md): Example Sigma code representation of a data model with a metric timeline. - [Example representation: Data model with a table and relationship](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-table-and-a-relationship.md): Example Sigma code representation of a data model with a table and relationship. - [Example representation: Data model with a custom SQL element](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-custom-sql-element.md): Example Sigma code representation of a data model with a custom SQL element. - [Example representation: Data model with a folder](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-folder.md): Example Sigma code representation of a data model with a folder. - [Example representation: Data model with a grouping](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-grouping.md): Example Sigma code representation of a data model with a grouping. - [Example representation: Data model with filters](https://help.sigmacomputing.com/docs/example-representation-data-model-with-filters.md): Example Sigma code representation of a data model with filters. - [Example representation: Data model with a join](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-join.md): Example Sigma code representation of a data model with a join. - [Example representation: Data model with a union](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-union.md): Example Sigma code representation of a data model with a union. - [Example representation: Data model with a transposed table](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-transposed-table.md): Example Sigma code representation of a data model with a transposed table. - [Example representation: Data model with column-level security](https://help.sigmacomputing.com/docs/example-representation-data-model-with-column-level-security.md): Example Sigma code representation of a data model with column-level security. - [Example representation: Data model with a list values control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-list-values-control.md): Example Sigma code representation of a data model with a list values control. - [Example representation: Data model with a text input control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-text-input-control.md): Example Sigma code representation of a data model with a text input control. - [Example representation: Data model with a text area control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-text-area-control.md): Example Sigma code representation of a data model with a text area control. - [Example representation: Data model with a number input control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-number-input-control.md): Example Sigma code representation of a data model with a number input control. - [Example representation: Data model with a number range control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-number-range-control.md): Example Sigma code representation of a data model with a number range control. - [Example representation: Data model with a date control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-date-control.md): Example Sigma code representation of a data model with a date control. - [Example representation: Data model with a date range control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-date-range-control.md): Example Sigma code representation of a data model with a date range control. - [Example representation: Data model with a slider control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-slider-control.md): Example Sigma code representation of a data model with a slider control. - [Example representation: Data model with a range slider control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-range-slider-control.md): Example Sigma code representation of a data model with a range slider control. - [Example representation: Data model with a segmented control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-segmented-control.md): Example Sigma code representation of a data model with a segmented control. - [Example representation: Data model with a switch control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-switch-control.md): Example Sigma code representation of a data model with a switch control. - [Example representation: Data model with a checkbox control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-checkbox-control.md): Example Sigma code representation of a data model with a checkbox control. - [Example representation: Data model with a top N control](https://help.sigmacomputing.com/docs/example-representation-data-model-with-a-top-n-control.md): Example Sigma code representation of a data model with a top N control. - [Manage workbooks as code (Beta)](https://help.sigmacomputing.com/docs/manage-workbooks-as-code.md): Use the Sigma API to create, update, and retrieve workbooks as JSON or YAML for programmatic dashboards, automation, and AI development. - [Get the code representation of a workbook (Beta)](https://help.sigmacomputing.com/docs/get-the-code-representation-of-a-workbook.md): Retrieve a Sigma workbook as JSON or YAML code by calling the API Get a workbook endpoint with includeContents=true. - [Create a workbook from a code representation (Beta)](https://help.sigmacomputing.com/docs/create-a-workbook-from-a-code-representation.md): Create a Sigma workbook from a JSON or YAML code representation using the Sigma API Create workbook endpoint. - [Update a workbook from a code representation (Beta)](https://help.sigmacomputing.com/docs/update-a-workbook-from-a-code-representation.md): Update an existing Sigma workbook from a JSON or YAML code representation using the Sigma API Update workbook contents endpoint. - [Customize the layout of a workbook in code representation (Beta)](https://help.sigmacomputing.com/docs/customize-the-layout-of-a-workbook-in-code-representation.md): Customize Sigma workbook page layout in code using the layout field, an XML string that positions elements on a 24-column grid. - [Workbook representation example library (Beta)](https://help.sigmacomputing.com/docs/workbook-representation-example-library.md): Explore Sigma workbook code representation examples for programmatic API endpoints. Troubleshoot formatting for elements and other features. - [Example representation: Workbook with a table (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-table.md): Example Sigma code representation of a workbook with a table. - [Example representation: Workbook with a bar chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-bar-chart.md): Example Sigma code representation of a workbook with a bar chart. - [Example representation: Workbook with a line chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-line-chart.md): Example Sigma code representation of a workbook with a line chart. - [Example representation: Workbook with a KPI (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-kpi.md): Example Sigma code representation of a workbook with a KPI. - [Example representation: Workbook with a pie chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-pie-chart.md): Example Sigma code representation of a workbook with a pie chart. - [Example representation: Workbook with a donut chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-donut-chart.md): Example Sigma code representation of a workbook with a donut chart. - [Example representation: Workbook with a pivot table (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-pivot-table.md): Example Sigma code representation of a workbook with a pivot table. - [Example representation: Workbook with a container (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-container.md): Example Sigma code representation of a workbook with a container. - [Example representation: Workbook with a text element (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-text-element.md): Example Sigma code representation of a workbook with a text element. - [Example representation: Workbook with an area chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-an-area-chart.md): Example Sigma code representation of a workbook with an area chart. - [Example representation: Workbook with a scatter chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-scatter-chart.md): Example Sigma code representation of a workbook with a scatter chart. - [Example representation: Workbook with a combo chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-combo-chart.md): Example Sigma code representation of a workbook with a combo chart. - [Example representation: Workbook with a divider (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-divider.md): Example Sigma code representation of a workbook with a divider. - [Example representation: Workbook with an image (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-an-image.md): Example Sigma code representation of a workbook with an image. - [Example representation: Workbook with a chart with stacking (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-chart-with-stacking.md): Example Sigma code representation of a workbook with a chart with stacking. - [Example representation: Workbook with a page background image (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-page-background-image.md): Example Sigma code representation of a workbook with a page background image. - [Example representation: Workbook with a point map (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-point-map.md): Example Sigma code representation of a workbook with a point map. - [Example representation: Workbook with a geography map (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-geography-map.md): Example Sigma code representation of a workbook with a geography map. - [Example representation: Workbook with a region map (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-region-map.md): Example Sigma code representation of a workbook with a region map. - [Example representation: Workbook with a chart with reference marks (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-chart-with-reference-marks.md): Example Sigma code representation of a workbook with a chart with reference marks. - [Example representation: Workbook with a chart with multiple axes and labels (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-chart-with-multiple-axes-and-labels.md): Example Sigma code representation of a workbook with a chart with multiple axes and labels. - [Example representation: Workbook with a pivot table with conditional formatting (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-pivot-table-with-conditional-formatting.md): Example Sigma code representation of a workbook with a pivot table with conditional formatting. - [Example representation: Workbook with an embed (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-an-embed.md): Example Sigma code representation of a workbook with an embed. - [Example representation: Workbook with an input table (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-an-input-table.md): Example Sigma code representation of a workbook with an input table. - [Example representation: Workbook with a plugin (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-plugin.md): Example Sigma code representation of a workbook with a plugin. - [Example representation: Workbook with a linked input table (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-linked-input-table.md): Example Sigma code representation of a workbook with a linked input table. - [Example representation: Workbook with an open URL action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-an-open-url-action.md): Example Sigma code representation of a workbook with an open URL action. - [Example representation: Workbook with a set control value action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-set-control-value-action.md): Example Sigma code representation of a workbook with an action set control value. - [Example representation: Workbook with an insert row action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-an-insert-row-action.md): Example Sigma code representation of a workbook with an action insert rows. - [Example representation: Workbook with a theme (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-theme.md): Example Sigma code representation of a workbook with a theme. - [Example representation: Workbook with a CSV table (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-csv-table.md): Example Sigma code representation of a workbook with a CSV table. - [Example representation: Workbook with a tabbed container (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-tabbed-container.md): Example Sigma code representation of a workbook with a tabbed container. - [Example representation: Workbook with a trellis chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-trellis-chart.md): Example Sigma code representation of a workbook with a trellis chart. - [Example representation: Workbook with chart styling (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-chart-styling.md): Example Sigma code representation of a workbook with a chart styling. - [Example representation: Workbook with an element filter (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-an-element-filter.md): Example Sigma code representation of a workbook with an element filter. - [Example representation: Workbook with a modal (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-modal.md): Example Sigma code representation of a workbook with a modal. - [Example representation: Workbook with a hidden page (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-hidden-page.md): Example Sigma code representation of a workbook with a hidden page. - [Example representation: Workbook with a sparkline (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-sparkline.md): Example Sigma code representation of a workbook with a sparkline. - [Example representation: Workbook with a table with conditional formatting (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-table-with-conditional-formatting.md): Example Sigma code representation of a workbook with a table with conditional formatting. - [Example representation: Workbook with a button (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-button.md): Example Sigma code representation of a workbook with a button. - [Example representation: Workbook with an open overlay action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-an-open-overlay-action.md): Example Sigma code representation of a workbook with an open overlay action. - [Example representation: Workbook with a close overlay action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-close-overlay-action.md): Example Sigma code representation of a workbook with a close overlay action. - [Example representation: Workbook with a clear control action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-clear-control-action.md): Example Sigma code representation of a workbook with a clear control action. - [Example representation: Workbook with an update row action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-an-update-row-action.md): Example Sigma code representation of a workbook with an update row action. - [Example representation: Workbook with a delete row action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-delete-row-action.md): Example Sigma code representation of a workbook with a delete row action. - [Example representation: Workbook with a refresh element action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-refresh-element-action.md): Example Sigma code representation of a workbook with a refresh element action. - [Example representation: Workbook with a navigate action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-navigate-action.md): Example Sigma code representation of a workbook with a navigate action. - [Example representation: Workbook with an open document action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-an-open-document-action.md): Example Sigma code representation of a workbook with an open document action. - [Example representation: Workbook with a select tab action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-select-tab-action.md): Example Sigma code representation of a workbook with a select tab action. - [Example representation: Workbook with a form (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-form.md): Example Sigma code representation of a workbook with a form. - [Example representation: Workbook with a repeated container (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-repeated-container.md): Example Sigma code representation of a workbook with a repeated container. - [Example representation: Workbook with a page break (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-page-break.md): Example Sigma code representation of a workbook with a page break. - [Example representation: Workbook with a waterfall chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-waterfall-chart.md): Example Sigma code representation of a workbook with a waterfall chart. - [Example representation: Workbook with a gauge chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-gauge-chart.md): Example Sigma code representation of a workbook with a gauge chart. - [Example representation: Workbook with a funnel chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-funnel-chart.md): Example Sigma code representation of a workbook with a funnel chart. - [Example representation: Workbook with a chat element (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-chat-element.md): Example Sigma code representation of a workbook with a chat element. - [Example representation: Workbook with an agent (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-an-agent.md): Example Sigma code representation of a workbook with an agent. - [Example representation: Workbook with a navigation element (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-navigation-element.md): Example Sigma code representation of a workbook with a navigation element. - [Example representation: Workbook with a progress bar (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-progress-bar.md): Example Sigma code representation of a workbook with a progress bar. - [Example representation: Workbook with a box chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-box-chart.md): Example Sigma code representation of a workbook with a box chart. - [Example representation: Workbook with a Sankey chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-sankey-chart.md): Example Sigma code representation of a workbook with a Sankey chart. - [Example representation: Workbook with a treemap chart (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-treemap-chart.md): Example Sigma code representation of a workbook with a treemap chart. - [Example representation: Workbook with a value list (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-value-list.md): Example Sigma code representation of a workbook with a value list. - [Example representation: Workbook with a single row container (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-single-row-container.md): Example Sigma code representation of a workbook with a single row container. - [Example representation: Workbook with text and number controls (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-text-and-number-controls.md): Example Sigma code representation of a workbook with text and number controls. - [Example representation: Workbook with date controls (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-date-controls.md): Example Sigma code representation of a workbook with date controls. - [Example representation: Workbook with list and toggle controls (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-list-and-toggle-controls.md): Example Sigma code representation of a workbook with list and toggle controls. - [Example representation: Workbook with a legend control (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-legend-control.md): Example Sigma code representation of a workbook with a legend control. - [Example representation: Workbook with a file upload control (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-file-upload-control.md): Example Sigma code representation of a workbook with a file upload control. - [Example representation: Workbook with a synced control (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-synced-control.md): Example Sigma code representation of a workbook with a synced control. - [Example representation: Workbook with a drawer (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-drawer.md): Example Sigma code representation of a workbook with a drawer. - [Example representation: Workbook with a popover (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-popover.md): Example Sigma code representation of a workbook with a popover. - [Example representation: Workbook with a page header (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-page-header.md): Example Sigma code representation of a workbook with a page header. - [Example representation: Workbook with a page sidebar (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-page-sidebar.md): Example Sigma code representation of a workbook with a page sidebar. - [Example representation: Workbook with an automated action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-an-automated-action.md): Example Sigma code representation of a workbook with an automated action. - [Example representation: Workbook with navigation settings (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-navigation-settings.md): Example Sigma code representation of a workbook with navigation settings. - [Example representation: Workbook with a custom page width (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-custom-page-width.md): Example Sigma code representation of a workbook with a custom page width. - [Example representation: Workbook with a page background color (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-page-background-color.md): Example Sigma code representation of a workbook with a page background color. - [Example representation: Workbook with a conditional action trigger (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-conditional-action-trigger.md): Example Sigma code representation of a workbook with a conditional action trigger. - [Example representation: Workbook with a conditional action sequence (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-conditional-action-sequence.md): Example Sigma code representation of a workbook with a conditional action sequence. - [Example representation: Workbook with a send embed event action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-send-embed-event-action.md): Example Sigma code representation of a workbook with a send embed event action. - [Example representation: Workbook with a custom sort action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-custom-sort-action.md): Example Sigma code representation of a workbook with a custom sort action. - [Example representation: Workbook with a clear chat messages action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-clear-chat-messages-action.md): Example Sigma code representation of a workbook with a clear chat messages action. - [Example representation: Workbook with a set form values action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-set-form-values-action.md): Example Sigma code representation of a workbook with a set form values action. - [Example representation: Workbook with a reset form action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-reset-form-action.md): Example Sigma code representation of a workbook with a reset form action. - [Example representation: Workbook with a notify and export action (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-notify-and-export-action.md): Example Sigma code representation of a workbook with a notify and export action. - [Example representation: Workbook with a data model source (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-data-model-source.md): Example Sigma code representation of a workbook with a data model source. - [Example representation: Workbook with a custom SQL source (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-custom-sql-source.md): Example Sigma code representation of a workbook with a custom SQL source. - [Example representation: Workbook with a join (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-join.md): Example Sigma code representation of a workbook with a join. - [Example representation: Workbook with a union (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-union.md): Example Sigma code representation of a workbook with a union. - [Example representation: Workbook with table styling (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-table-styling.md): Example Sigma code representation of a workbook with table styling. - [Example representation: Workbook with a frozen column (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-a-frozen-column.md): Example Sigma code representation of a workbook with a frozen column. - [Example representation: Workbook with grouped columns and subtotals (Beta)](https://help.sigmacomputing.com/docs/example-representation-workbook-with-grouped-columns-and-subtotals.md): Example Sigma code representation of a workbook with grouped columns and subtotals. - [Manage reports as code (Beta)](https://help.sigmacomputing.com/docs/manage-reports-as-code.md): Use the Sigma API to create, update, and retrieve reports as JSON or YAML for programmatic report development, automation, and AI development. - [Get the code representation of a report (Beta)](https://help.sigmacomputing.com/docs/get-the-code-representation-of-a-report.md): Retrieve a Sigma report as JSON or YAML code by calling the API Get a report endpoint with the reportId and includeContents=true. - [Create a report from a code representation (Beta)](https://help.sigmacomputing.com/docs/create-a-report-from-a-code-representation.md): Create a Sigma report from a JSON or YAML code representation using the Sigma API Create report from code representation endpoint. - [Update a report from a code representation (Beta)](https://help.sigmacomputing.com/docs/update-a-report-from-a-code-representation.md): Update an existing Sigma report from a JSON or YAML code representation using the Sigma API Update report from code endpoint. - [Customize the layout of a report in code representation (Beta)](https://help.sigmacomputing.com/docs/customize-the-layout-of-a-report-in-code-representation.md): Customize Sigma report layout in code using the layout field to position elements by pixel coordinates, and the config field for page size and margins. - [Report representation example library (Beta)](https://help.sigmacomputing.com/docs/report-representation-example-library.md): Explore Sigma report code representation examples for programmatic API endpoints. - [Example representation: Basic report example (Beta)](https://help.sigmacomputing.com/docs/example-representation-basic-report-example.md): Example Sigma code representation of a basic report with a header, table, bar chart, and text. - [Example representation: Report with a header (Beta)](https://help.sigmacomputing.com/docs/example-representation-report-with-a-header.md): Example Sigma code representation of a report with a header. - [Example representation: Report with a footer (Beta)](https://help.sigmacomputing.com/docs/example-representation-report-with-a-footer.md): Example Sigma code representation of a report with a footer. - [Example representation: Report with a page margin (Beta)](https://help.sigmacomputing.com/docs/example-representation-report-with-a-page-margin.md): Example Sigma code representation of a report with a page margin. - [Example representation: Report with a page number (Beta)](https://help.sigmacomputing.com/docs/example-representation-report-with-a-page-number.md): Example Sigma code representation of a report with a page number. - [Example representation: Report with a paginated table (Beta)](https://help.sigmacomputing.com/docs/example-representation-report-with-a-paginated-table.md): Example Sigma code representation of a report with a paginated table. - [Example representation: Report with element layering (Beta)](https://help.sigmacomputing.com/docs/example-representation-report-with-a-element-layering.md): Example Sigma code representation of a report with an element layering. - [Example representation: Report with a repeated container (Beta)](https://help.sigmacomputing.com/docs/example-representation-report-with-a-repeated-container.md): Example Sigma code representation of a report with a repeated container. - [Sigma CLI](https://help.sigmacomputing.com/docs/sigma-cli.md): Use the Sigma CLI to work programmatically with the Sigma REST API. Automate administrative tasks, integrate Sigma operations into CI/CD pipelines, and programmatically query data. - [Install and configure the Sigma CLI](https://help.sigmacomputing.com/docs/install-and-configure-the-sigma-cli.md): Install and configure the Sigma CLI on your machine. Set up authentication, profiles, and settings to manage Sigma REST API access. - [Use the Sigma CLI](https://help.sigmacomputing.com/docs/use-the-sigma-cli.md): Programmatically manage Sigma documents, users, and data with the Sigma CLI. Learn command structure, outputs, and logging. - [Administer Sigma](https://help.sigmacomputing.com/docs/access-the-administration-portal.md): Open the Sigma Administration portal to customize branding, authentication, connections, users, teams, version tags, and more. - [Checklist for new Sigma admins](https://help.sigmacomputing.com/docs/checklist-for-new-sigma-admins.md): - [Invite new users to your organization](https://help.sigmacomputing.com/docs/invite-new-organization-members.md): Invite users to your Sigma organization from the Administration portal. Send, resend, or delete pending user invitations. - [Manage users in Sigma](https://help.sigmacomputing.com/docs/manage-users-with-user-360.md): Manage users in Sigma to view user profiles and take admin actions on any user. - [Guest User Accounts](https://help.sigmacomputing.com/docs/guest-user-accounts.md): Create Sigma guest user accounts for external vendors. Password-authenticated access limited to assigned teams with strict security controls. - [Impersonate users](https://help.sigmacomputing.com/docs/impersonate-users.md): Sigma admins can impersonate users in the UI or API to assume their permissions for troubleshooting, security, and document management. - [Deactivate users](https://help.sigmacomputing.com/docs/deactivate-users.md): Deactivate Sigma users when they leave. Reassign documents to active users and reactivate inactive accounts in your organization. - [Create and manage teams](https://help.sigmacomputing.com/docs/manage-teams.md): Create and manage Sigma teams to group users. Grant access to data and documents for all members of a team. - [Manage team members](https://help.sigmacomputing.com/docs/manage-team-members.md): Learn how to add, remove, and transfer members to and from teams in Sigma, where members inherit the team's access and permissions. - [Manage team admins](https://help.sigmacomputing.com/docs/manage-team-admins.md): Learn what team admins can do and how to assign or remove team admin status for managing team details and members. - [Manage workspaces](https://help.sigmacomputing.com/docs/manage-workspaces.md): Manage Sigma workspaces to categorize folders and documents. Share content with users and teams by granting access. - [Data access overview](https://help.sigmacomputing.com/docs/data-permissions-overview.md): Learn how the Sigma additive data access model works for granular, flexible access control. - [Manage access to data and connections](https://help.sigmacomputing.com/docs/manage-data-permissions.md): Learn how to view, add, edit, and revoke additive data permission grants for users and teams at the connection, schema, or table level. - [Folder and document access](https://help.sigmacomputing.com/docs/folder-and-document-permissions.md): Manage folder and document access in Sigma for workbooks, data models, reports, datasets, workspaces, and folders. - [Configure user attributes](https://help.sigmacomputing.com/docs/user-attributes.md): Configure user attributes in Sigma for row-level security, dynamic connection roles, and customized team and embed experiences. - [Account type and license overview](https://help.sigmacomputing.com/docs/account-type-and-license-overview.md): Overview of Sigma account types and licenses for the View/Act/Analyze/Build license model and related permissions. - [Create and manage account types](https://help.sigmacomputing.com/docs/create-and-manage-account-types.md): Create and manage account types in Sigma for the View/Act/Analyze/Build license model. Configure permissions and roles for your organization. - [Basic explore vs. Full explore](https://help.sigmacomputing.com/docs/basic-explore-vs-full-explore.md): Compare Basic explore and Full explore Sigma account type permissions. Control how users with Can explore access interact with workbooks. - [View license utilization](https://help.sigmacomputing.com/docs/view-license-utilization.md): View Sigma license utilization for your organization. Monitor usage for cost control, license allocation, and compliance purposes. - [Respond to account upgrade requests](https://help.sigmacomputing.com/docs/respond-to-account-upgrade-requests.md): Respond to Sigma account upgrade requests when users need to create or explore workbooks. Admins receive email for each request. - [Authentication methods for your Sigma organization](https://help.sigmacomputing.com/docs/organization-authentication-methods.md): Compare the available Sigma organization authentication methods (SAML, OAuth, and password) and choose the right option. - [Manage password authentication](https://help.sigmacomputing.com/docs/manage-password-authentication.md): Manage password authentication and mandatory two-factor authentication for users in your Sigma organization. - [Set up single sign-on with SAML](https://help.sigmacomputing.com/docs/single-sign-on-with-saml.md): Set up SAML single sign-on (SSO) in Sigma for a streamlined, secure sign-in experience with your IdP. - [Manage users and teams with SCIM](https://help.sigmacomputing.com/docs/manage-users-and-teams-with-scim.md): Configure SCIM to centrally manage Sigma users and teams through your identity provider (IdP). - [Manage users and teams with SCIM and Okta](https://help.sigmacomputing.com/docs/manage-users-and-teams-with-scim-and-okta.md): Configure SCIM with Okta to centrally provision and manage Sigma users and teams from your identity provider. - [Use custom account types with your IdP](https://help.sigmacomputing.com/docs/use-custom-account-types-with-your-idp.md): Assign users to Sigma account types in your identity provider when managing permissions centrally with an IdP. - [Custom Session Timeouts for Okta](https://help.sigmacomputing.com/docs/custom-session-timeouts-for-okta.md): Set custom session timeouts for Okta SAML in Sigma to shorten the default 30-day user session length. - [About using OAuth with Sigma](https://help.sigmacomputing.com/docs/configure-oauth.md): Configure OAuth in Sigma for authentication to your Sigma organization, connection-level authentication to data platforms, or both. - [Configure a Sigma OAuth application](https://help.sigmacomputing.com/docs/configure-a-sigma-oauth-application.md): Create a Sigma OAuth application in your identity provider to enable IdP-managed authentication for Sigma. - [Configure an OAuth application for Databricks](https://help.sigmacomputing.com/docs/configure-an-oauth-application-for-databricks.md): Configure OAuth for Databricks to authenticate users to Sigma, a Databricks connection, or both. - [Configure OAuth authentication for your Sigma organization](https://help.sigmacomputing.com/docs/configure-oauth-authentication-for-your-sigma-organization.md): Configure OAuth single sign-on (SSO) so users authenticate to your Sigma organization through your IdP. - [Restrict access to Sigma by IP address](https://help.sigmacomputing.com/docs/restrict-access-to-sigma-by-ip-address.md): Restrict Sigma and API access with an IP allowlist so only users accessing from approved IP addresses can sign in or make requests. - [Set up inactivity timeouts](https://help.sigmacomputing.com/docs/set-up-inactivity-timeouts.md): Configure inactivity timeouts in Sigma to automatically log users out after a set period of idle time. - [Set up customer-managed keys](https://help.sigmacomputing.com/docs/set-up-customer-managed-keys-cmk.md): Set up customer-managed keys (CMK) in Sigma with AWS, Azure, or GCP KMS for greater encryption control. - [About using customer-managed keys in Sigma](https://help.sigmacomputing.com/docs/customer-managed-keys-cmk-faqs.md): Learn how customer-managed keys (CMK) work in Sigma so you can manage encryption keys for your organization. - [Using multiple identity providers for your Sigma organization](https://help.sigmacomputing.com/docs/using-multiple-identity-providers-for-your-sigma-organization.md): Use multiple identity providers with Sigma so different departments or user groups can sign in with their IdP. - [Manage dbt integration](https://help.sigmacomputing.com/docs/manage-dbt-integration.md): Manage dbt integration in Sigma to access dbt docs and metadata from dbt Cloud or dbt Core runs directly in Sigma. - [Configure a dbt Semantic Layer integration](https://help.sigmacomputing.com/docs/configure-a-dbt-semantic-layer-integration.md): Configure a dbt Semantic Layer integration in Sigma to use predefined dbt metrics in workbooks. - [Manage Slack integration](https://help.sigmacomputing.com/docs/manage-slack-integration.md): Manage Slack integration in Sigma to send notifications, schedule alerts, and export workbook data to Slack channels. - [Manage Microsoft integration](https://help.sigmacomputing.com/docs/manage-microsoft-integration.md): Set up Microsoft integration in Sigma to enable Teams and SharePoint exports for users in your organization. - [Configure API credentials and connectors in Sigma](https://help.sigmacomputing.com/docs/configure-api-credentials-and-connectors-in-sigma.md): Configure API credentials and connectors in Sigma so workbook actions can call external services securely. - [Configure mutual transport layer security (mTLS) for API connectors in Sigma](https://help.sigmacomputing.com/docs/configure-mutual-transport-layer-security-for-api-connectors-in-sigma.md): Configure mTLS for Sigma API connectors with client and server certificates for mutual authentication. - [Manage API credential and connection access](https://help.sigmacomputing.com/docs/manage-api-credential-and-connection-access.md): View, request, and grant access to API credentials and connectors in Sigma, including how to approve or deny access requests. - [Tutorial: Configure API credentials, connectors, and actions for the Sigma REST API](https://help.sigmacomputing.com/docs/tutorial-configure-api-credentials-connectors-and-actions-for-the-sigma-rest-api.md): Tutorial: configure Sigma API credentials, connectors, and workbook actions for the Sigma REST API. - [Tutorial: Configure API credentials, connectors, and actions for the NYC Open Data API](https://help.sigmacomputing.com/docs/tutorial-configure-api-credentials-connectors-and-actions-for-the-nyc-open-data-api.md): Tutorial: configure Sigma API credentials, connectors, and workbook actions for the NYC Open Data API. - [Set up secret manager integration (Beta)](https://help.sigmacomputing.com/docs/set-up-secret-manager-integration.md): Integrate secret manager services with Sigma to securely manage credentials and secrets within your own infrastructure. - [Add and manage secrets (Beta)](https://help.sigmacomputing.com/docs/add-and-manage-secrets.md): Add secrets to a secret manager integration in Sigma and manage them to authenticate connections and API connectors. - [Configure AI features for your organization](https://help.sigmacomputing.com/docs/configure-ai-features-for-your-organization.md): Configure AI features for a Sigma organization to accelerate insights, automate tasks, and enable Assistant, agents, and more. - [Supported AI models](https://help.sigmacomputing.com/docs/supported-ai-models.md): Reference the reasoning and embeddings models that Sigma uses for each supported AI provider, including deprecated and planned models. - [Configure a warehouse-hosted model as AI provider](https://help.sigmacomputing.com/docs/configure-warehouse-ai-model-integration.md): Use warehouse-hosted AI models from your connected data platform as the AI provider for Sigma organization features. - [Configure an external AI provider](https://help.sigmacomputing.com/docs/manage-external-ai-integrations.md): Set up external AI providers like OpenAI, Anthropic, Gemini, or Amazon Bedrock to power Sigma organization AI features. - [Configure the AI usage dashboard](https://help.sigmacomputing.com/docs/configure-ai-usage-dashboard.md): Monitor Sigma AI token usage and interactions across Assistant, agents, and other AI-powered features with the AI usage dashboard. - [Notice for enabling AI-enabled features in Sigma](https://help.sigmacomputing.com/docs/notice-for-enabling-ai-enabled-features-in-sigma.md): Required information disclaimer for enabling AI features in Sigma Services, including settings, risks, and authorization guidance. - [Configure token usage limits for AI columns (Beta)](https://help.sigmacomputing.com/docs/configure-ai-column-token-limit.md): Set monthly token limits in Sigma to control AI column usage costs and manage organization-wide AI spending for AI columns. - [Add MCP connectors to Sigma](https://help.sigmacomputing.com/docs/configure-mcp-connectors.md): Integrate MCP servers with Sigma agents to extend context, fetch ad hoc data, and trigger actions in third-party tools. - [Use warehouse agents with Sigma](https://help.sigmacomputing.com/docs/use-warehouse-agents-sigma.md): Use Snowflake Cortex Agents and Databricks Genie Agents in Sigma Assistant and Sigma agents for direct warehouse AI interaction. - [Configure chat history](https://help.sigmacomputing.com/docs/configure-chat-history.md): Configure chat history for your organization to control whether or not recent chats with Sigma Assistant and agents are stored and made available for users to access and manage. - [Manage Sigma agents for your organization](https://help.sigmacomputing.com/docs/manage-agents-for-your-organization.md): Review usage and monitor agents with observability across your organization. - [Manage export frequency and authentication settings](https://help.sigmacomputing.com/docs/restrict-export-recipients.md): Configure Sigma export frequency and authentication settings. Admins control export options and recipient restrictions for users. - [Configure CSV upload and storage options](https://help.sigmacomputing.com/docs/configure-csv-upload-and-storage-options.md): Enable or disable CSV upload in Sigma and configure storage options that control data flow between Sigma and your data platform. - [Enable or disable account upgrade requests](https://help.sigmacomputing.com/docs/license-upgrade-requests.md): Restrict Sigma account upgrade requests so users can or cannot request access to features beyond their current account type. - [Enable or disable comments](https://help.sigmacomputing.com/docs/disable-commenting.md): Enable or disable workbook commenting across a Sigma organization to manage collaboration on workbooks. - [Manage annotated image ability and storage period](https://help.sigmacomputing.com/docs/manage-annotated-images-in-comments.md): Manage annotated image settings in Sigma. Configure screenshot commenting and storage periods for annotated element images. - [Enable or disable public embeds](https://help.sigmacomputing.com/docs/enable-or-disable-public-embeds.md): Public embeds let you display workbooks and data elements in other applications. Learn how to enable or disable them for your organization. - [Set up custom home pages](https://help.sigmacomputing.com/docs/enable-a-custom-homepage.md): Set up custom Sigma home pages for teams and users to display the most relevant content to users when they sign in. - [Upload custom fonts](https://help.sigmacomputing.com/docs/custom-fonts.md): Upload organization-level custom fonts in Sigma and apply them to document elements and charts. - [Create and manage workbook themes](https://help.sigmacomputing.com/docs/create-and-manage-workbook-themes.md): Create and manage reusable Sigma workbook themes for fonts, colors, layout, and table styles, and set an organization default. - [Customize welcome and invite emails](https://help.sigmacomputing.com/docs/customize-welcome-and-invite-emails.md): Customize Sigma invite and welcome emails so new users get branded signup and onboarding messages. - [Customize email branding](https://help.sigmacomputing.com/docs/custom-email-branding.md): Customize Sigma export email branding with logos, signatures, footers, and global Bcc recipients for your organization. - [Change the account time zone](https://help.sigmacomputing.com/docs/account-time-zone.md): Change the account time zone in Sigma to display date data in your organization's preferred time zone instead of UTC. - [Set organization language and formatting region](https://help.sigmacomputing.com/docs/manage-organization-language.md): Set the language and formatting region for users and embedded analytics in your Sigma organization. - [Manage organization translation files](https://help.sigmacomputing.com/docs/manage-organization-translation-files.md): Create organization translation files in Sigma to deliver custom workbook text and column names in users' preferred languages. - [Review warehouse view details](https://help.sigmacomputing.com/docs/review-warehouse-view-details.md): Review warehouse view details in the Sigma Administration portal, including status, paths, and audit history for all views. - [Manage organization schedules](https://help.sigmacomputing.com/docs/manage-organization-schedules.md): View and manage an organization-wide list of scheduled reports in the Sigma Administration portal as an Admin. - [View your organization's automated action sequences (Beta)](https://help.sigmacomputing.com/docs/view-automated-action-sequences.md): View information about all automated action sequences in your organization. Details provided include trigger type, last run status, sequence status, and run history. - [Manage materializations](https://help.sigmacomputing.com/docs/manage-materializations.md): Manage materializations in Sigma for datasets and data elements in data models and workbooks to improve query performance. - [Recover deleted documents](https://help.sigmacomputing.com/docs/recover-deleted-documents.md): Recover deleted workbooks, data models, reports, and datasets in Sigma to restore access after a document is removed from your workspace. - [Create and manage version tags](https://help.sigmacomputing.com/docs/create-and-manage-version-tags.md): Create and manage version tags in Sigma to support testing and publishing workflows for workbooks, data models, and reports. - [External storage integration overview](https://help.sigmacomputing.com/docs/external-storage-integration-overview.md): Overview of Sigma external storage integrations with Amazon S3, Google Cloud Storage, or Azure Blob for uploads, cache, and exports. - [Configure an external storage integration with Amazon S3](https://help.sigmacomputing.com/docs/configure-an-external-storage-integration-with-amazon-s3.md): Configure a Sigma external storage integration with Amazon S3 for file uploads, result cache, and exports with full data control. - [Configure an external storage integration with Google Cloud Storage](https://help.sigmacomputing.com/docs/configure-an-external-storage-integration-with-gcs.md): Configure a Sigma external storage integration with Google Cloud Storage for file uploads, result cache, and cloud exports. - [Configure an external storage integration with Azure Blob Storage](https://help.sigmacomputing.com/docs/configure-an-external-storage-integration-with-azure-blob.md): Configure a Sigma external storage integration with Azure Blob Storage for file uploads, result cache, and exports with full control. - [Usage overview](https://help.sigmacomputing.com/docs/usage-overview.md): Explore Sigma Usage dashboards for organization trends, query statistics, and measurable product adoption insights. - [AI usage dashboard](https://help.sigmacomputing.com/docs/ai-usage.md): Monitor organization-wide AI token usage in Sigma across agents, Assistant, and other AI product surfaces. - [Assistant usage dashboard (Removed)](https://help.sigmacomputing.com/docs/assistant-usage.md): Removed Assistant usage dashboard in Sigma. Use the AI usage dashboard for current token insights. - [Consumption usage dashboard](https://help.sigmacomputing.com/docs/consumption-usage.md): Monitor credit usage across your organization with the Consumption usage dashboard. - [Materializations usage dashboard](https://help.sigmacomputing.com/docs/materializations-usage.md): Monitor materialization health, runtimes, and utilization in Sigma with the Materializations usage dashboard. - [Enable or disable audit logging](https://help.sigmacomputing.com/docs/enable-audit-logging.md): Learn how to enable the Sigma Audit Logs connection to record data about user-initiated events in your organization. - [Access and explore audit logs](https://help.sigmacomputing.com/docs/access-and-explore-audit-logs.md): Access the Sigma Audit Log connection to troubleshoot issues and monitor user activity for security and compliance. - [Audit log events and metadata](https://help.sigmacomputing.com/docs/audit-log-events-and-metadata.md): Explore Sigma audit log event categories, event types, and entry metadata for user-initiated events in your organization. - [Manage an audit logs storage integration](https://help.sigmacomputing.com/docs/manage-an-audit-logs-storage-integration.md): Learn how to create an audit log storage integration to export data to an Amazon S3 bucket, Azure container, or Google Cloud Storage bucket. - [Export audit log data to cloud storage](https://help.sigmacomputing.com/docs/export-audit-log-data-to-cloud-storage.md): Learn how to configure a recurring export of your Sigma audit log data to cloud storage using an existing storage integration. - [Register a Plugin with your Sigma Organization](https://help.sigmacomputing.com/docs/register-a-plugin-with-your-sigma-organization.md): Register third-party plugins with your Sigma organization to add custom chart types and functionality to workbooks. - [Register a Sigma Plugin Dev Playground](https://help.sigmacomputing.com/docs/register-a-sigma-plugin-dev-playground.md): Create a Sigma Plugin Dev Playground so developers in your organization can build and test workbook plugins. - [Sigma support](https://help.sigmacomputing.com/docs/sigma-support.md): How to contact Sigma support via live chat, office hours, filing a support request, and other methods. - [Submit a support request](https://help.sigmacomputing.com/docs/submit-a-support-request.md): Submit a Sigma support request with a severity level and optional attachments when live chat is unavailable. This document explains how to submit a support request with different severity levels and optional attachments. - [Escalate critical issues](https://help.sigmacomputing.com/docs/escalate-critical-issues.md): Escalate critical Sigma issues via in-app live chat (Mon–Fri, 2:00 am–6:00 pm PT) or by submitting a support request. - [About Sigma RADAR](https://help.sigmacomputing.com/docs/about-sigma-radar.md): RADAR is the proactive support program for Sigma, which is designed to alert customers to issues occurring in their Sigma environment that are impacting users. - [Access Sigma documentation from AI tools](https://help.sigmacomputing.com/docs/use-documentation-mcp-server.md): Access Sigma documentation from AI tools via the docs MCP server or LLMs.txt to improve chatbot and agent accuracy. - [Sigma product releases](https://help.sigmacomputing.com/docs/sigma-product-releases.md): How Sigma Computing releases changes to the product, how those changes are announced in What’s new in Sigma, and what to expect for different release stages. - [Supported regions, data platforms, and features](https://help.sigmacomputing.com/docs/region-warehouse-and-feature-support.md): Sigma supports various cloud platforms and regions, connections to many data platforms, and some features are supported only on specific data platforms or in specific regions.