Schedule a conditional export or alert

Sigma enables you to schedule exports that only initiate if specific data conditions are met. This flexibility gives you greater control over recurring exports and allows you to use them as conditional alerts to ensure export efficiency and relevance.

This document explains how to schedule a recurring export with a predefined data condition.

User requirements

The ability to add conditions to scheduled exports requires the following:

  • You must be assigned an account type with the Schedule exports permission enabled.
  • You must be the workbook owner or be granted Can explore or Can edit workbook permission.

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Additional requirements may apply depending on the export destination.

About conditional exports and alerts

A predefined data condition acts as a filter to determine whether Sigma automatically initiates a scheduled export. When an export is due, Sigma checks the data and only proceeds if the condition is met. The recurring schedule ensures that an export is timely, while the condition ensures it’s relevant.

When you use the Send now feature, however, Sigma disregards both the schedule and the predefined condition to generate the export on demand.

Schedule an export based on data availability

Schedule a recurring export that only initiates when a specific data element or input table meets a predefined data availability condition.

  1. Open a workbook in Explore or Edit mode.

  2. In the workbook header, click the caret () associated with the workbook's name.

  3. In the workbook menu, select Schedule exports.

  4. In the Schedule Exports modal, configure the schedule:

    1. Create a new schedule or edit an existing one.

      • To create a new schedule, click + New schedule (or Add Schedule if no schedule exists for the workbook).

      • To edit an existing schedule, locate it in the schedule list, then click More and select Edit in the dropdown.

    2. In the schedule’s Send section, select one of the following options to determine the data availability condition:

      If there’s no data
      Only export as scheduled if there’s no data available in the target element (defined in the next step).
      If there’s data
      Only export as scheduled if data is available in the target element (defined in the next step).
    3. In the In data element field, select the target element that must meet the data availability condition.

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      Although the condition applies to a single target element, you can configure the schedule to export the entire workbook, specific pages, and individual elements.

    4. Click Test Condition to check if the target element currently meets the condition. If the results don’t align with your expectations, confirm that you selected the correct condition and target element.

    5. Complete the remaining sections in the Schedule Exports modal. For more information, see the following documentation based on the preferred export destination.

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      Destination availability depends on account type permissions.

    6. Click Create Schedule to save the schedule configurations.

Schedule an export based on a conditional statement

Schedule a recurring export that only initiates when a specific data element or input table satisfies a predefined conditional statement.

  1. Open a workbook in Explore or Edit mode.

  2. In the workbook header, click the caret () associated with the workbook's name.

  3. In the workbook menu, select Schedule exports.

  4. In the Schedule Exports modal, configure the schedule:

    1. Create a new schedule or edit an existing one:

      • To create a new schedule, click + New schedule (or Add Schedule if no schedule exists for the workbook).

      • To edit an existing schedule, locate it in the schedule list, then click More and select Edit in the dropdown.

    2. In the schedule’s Send section, select If a condition is met.

    3. In the In data element field, select the target element that must align with the conditional statement (defined in the next step).

    4. Configure the following fields to define the conditional statement:

      1. In the Check if field, select a target element value:

        {Element title}
        (KPI only) One or more values in the element’s Value property column must meet the criteria.
        Comparison value (%)
        (KPI only) One or more values in the element’s Comparison property column must meet the criteria.
        Any value
        One or more values in the reference column (defined in the next step) must meet the criteria.
        All values
        All values in the reference column (defined in the next step) must meet the criteria.
      2. In the In Column field, select a reference column.

      3. In the Is field, select a comparison operator.

      4. In the Value field, enter a comparison value.

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      Although the condition applies to a single target element, you can configure the schedule to export the entire workbook, specific pages, and individual elements.

    5. Click Test Condition to check if the target element currently meets the condition. If the results don’t align with your expectations, confirm that you selected the correct condition and target element.

    6. Complete the remaining sections in the Schedule Exports modal. For more information, see the following documentation based on the preferred export destination.

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      Destination availability depends on account type permissions.

    7. Click Create Schedule to save the schedule configurations.

Schedule a conditional alert for an element

Schedule a recurring export as a conditional alert to monitor a specific data element or input table.

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While you can create a conditional alert using the steps in the previous sections of this document, the following method auto-populates select fields in the Schedule Exports modal for quick alert configuration.

  1. Open a workbook in Explore or Edit mode, then select or hover over the data element or input table you want to monitor.

  2. In the element toolbar, click More to open the element menu, then select Alert when.

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    You can only create alerts for published content. If the target element hasn’t been published or contains unpublished changes, Sigma prompts you to publish the workbook.

  3. In the Schedule Exports modal, configure the alert:

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    Sigma configures a default conditional statement in the Send section (based on the type of target element), auto-populates the target element’s title as the email Subject line, and selects the target element in the Attachment field.

    1. Customize the system-configured fields as needed, then complete the remaining sections. For more information, see Schedule an export based on data availability and Schedule an export based on a conditional statement in this document.

    2. Click Create Schedule to save the schedule configurations.