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DocumentationAPI RecipesAPI ReferenceWhat's New

Start

  • About Sigma
    • Sigma basics
    • Get around in Sigma
  • Start using Sigma
    • Sigma's sample connection
    • Sigma templates
      • Get started with workbook templates
      • HubSpot Campaign Analysis template
      • Snowflake usage templates

Connect

  • Connect to data sources
    • Snowflake
      • Connect to Snowflake
      • Configure an export warehouse
      • Restore input table access for a Snowflake connection or user
    • Databricks
      • Connect to Databricks
    • Redshift
      • Connect to Redshift
    • BigQuery
      • Connect to BigQuery
    • AlloyDB
      • Connect to AlloyDB
    • MySQL
      • Connect to MySQL
    • PostgreSQL
      • Connect to PostgreSQL
    • Starburst
      • Connect to Starburst
    • Azure SQL Database
      • Connect to Azure SQL Database
    • SQL Server 2022 and Azure SQL Managed Instance
      • Connect to SQL Server 2022 and Azure SQL Managed Instance
  • Manage connections
    • Set up write access
    • Configure OAuth with write access
      • Run a workbook with service account credentials
    • Dynamically assign roles used by a connection
    • Connect through SSH
    • Set up Private Link
      • AWS PrivateLink Connections
      • Azure Private Link Connections
    • Troubleshoot your connection
    • Troubleshoot input table connection issues

Model

  • Get started with data modeling
  • Data models
    • Navigate data models
    • Create and manage data models
    • Define relationships in data models
  • About metrics
    • Create and manage metrics
  • Review and manage your data catalog
  • Datasets
    • Create and manage datasets
    • Dataset best practices
    • Tutorial: Data modeling with datasets
    • Introduction to the Dataset Worksheet
      • Dataset worksheet controls
      • Dataset Worksheet Columns
      • Dataset Totals
      • Dataset filters
      • Create and manage dataset parameters
    • Using CSVs in Datasets
    • Dataset Lineage
    • Share datasets
    • Configure Dataset Columns
    • Dataset Links
    • Create a dataset from SQL
    • Create and manage dataset warehouse views
  • Add and manage data
    • Supported data types and formats
    • Upload CSV data
  • Join data
    • Join types
      • Lookup join
      • Inner Join
      • Left Outer Join
      • Right Outer Join
      • Full Outer Join
    • Join data in datasets
    • Join data in workbooks
  • Transform data
    • Define custom datetime formats
    • Generate and access structured objects
  • Data security
    • Set up row-level security
    • Configure column-level security

Analyze

  • Workbook basics
    • Workbooks overview
    • Workbook modes overview
    • Navigate a workbook
    • Collaborate with Live Edit in workbooks
    • Intro to Element Types
  • Build a workbook
    • Create a workbook
    • Ad hoc data explorations
    • Use your organization's plugins
    • Draft and publish a workbook
    • Copy workbook pages
    • Copy and paste workbook elements
    • Design workbook layouts
  • Data elements
    • Create a data element
    • Use related columns in a workbook or data model
    • Use linked columns in workbooks
    • Add columns through Lookup
    • Create and edit period-over-period analysis
    • Organize columns into folders (Beta)
  • Tables
    • Create and manage tables
    • Format and customize a table
    • Add hyperlinks and images to columns
    • Extract columns from JSON or variant data
    • Pivot tables
      • Working with pivot tables
      • Pivot table totals and subtotals
      • Format pivot table totals
      • Hierarchies (Beta)
    • Transpose a table (Beta)
  • Query
    • Write custom SQL
    • Reference workbook control values in SQL statements
    • Query a dbt Semantic Layer integration (Beta)
    • Ask natural language queries with Ask Sigma

Manage Workbooks

  • Manage a workbook
    • View workbook and data model data lineage
    • Change the data source for a workbook or element
    • Manage workbook refresh options
    • Manage workbook localization
    • Manage workbook page visibility
    • Add shortcuts to documents
  • Workbook templates
    • Create workbooks from templates
    • Create and edit workbook templates
  • Workbook lifecycle
    • Workbook lifecycle: explore, draft, and publish
    • View and manage document badges
    • Workbook versions and version history
    • Add version tags to workbooks and data models
  • Workbook performance
    • About materialization
      • Schedule materialization for a data model or workbook (Beta)
      • Schedule materialization for a dataset
      • Schedule materialization for a version-tagged data model
    • Best practices for improved performance
    • Create and manage warehouse views
  • Manage queries
    • Examine workbook and data model queries
    • Examine dataset queries
    • Set a query ID cache duration
    • Caching and data freshness

Chart

  • Intro to charts
  • Build a chart
    • Build a bar chart
    • Build a line chart
    • Build a KPI chart
    • Build a scatter plot
    • Build a Sankey diagram
    • Build a funnel chart
    • Build a gauge chart
    • Build a geography map
    • Build a waterfall chart
    • Area charts
    • Combo charts
    • Box and whisker charts
    • Pie and donut charts
    • Maps
  • Customize a chart
    • Create and format trellis charts
    • Customize chart mark tooltip fields
    • Format chart legend
    • Display chart data labels
    • Format chart axis position
    • Display chart reference marks
    • Add trend lines
    • Add a custom color scale

Filter

  • Filter data
    • Dynamically filter and modify data in Sigma
    • Filter data in data elements
      • Sort filter values
  • Intro to control elements
    • Create and manage a control element
    • Create and configure a segmented control
    • Drill down control
    • Top N filter
    • Create and configure a legend control
  • Work with controls
    • Reference control values as parameters
    • Set control values in a URL using query string parameters
    • Synced controls

Design

  • UI elements
    • Intro to UI elements
    • Create a button element
    • Text elements
  • Workbook formatting
    • Workbook settings overview
    • General element formatting
      • Customize element title
      • Customize element background and styles
    • Customize the sort order of data elements
    • Limit displayed values in a data element

Build apps

  • About Sigma data apps
    • Data app tutorial: Build an employee feedback survey
  • Add or collect data
    • Intro to input tables
    • Create new input tables
    • Add or edit input table data
    • Configure multi-select columns on input tables (Beta)
    • Configure data governance options for input tables
      • Apply data validation to input table columns
      • Customize data entry permission on input tables
      • Add system-generated columns to input tables
  • Design layouts
    • Intro to layout elements
    • Use containers to organize workbook layouts
    • Use tabbed containers to organize workbook content (Beta)
    • Use modals to create focused content views
    • Use popovers to simplify a workbook interface (Beta)
  • Add logic and interactivity
    • Intro to actions
    • Create actions
      • Create actions that navigate to destinations
      • Create actions that manage control values
      • Create actions that modify or refresh elements
      • Create actions that control modals and tabbed containers
      • Create actions that modify input table data
      • Create actions that download and export data
      • Create actions that generate embed iframe events
      • Create actions that modify plugins
      • Create actions that call stored procedures (Beta)
    • Configure actions
      • Configure an action sequence
      • Define an action condition
      • Use variables in actions
      • Create cross-element filters
      • Create custom context menu actions (Beta)
      • View and manage existing actions

Interact

  • Interact with workbooks
    • Create and interact with custom views
    • Create and share saved views
    • View column details
    • Keyboard shortcuts: Mac OS
    • Keyboard shortcuts: Microsoft Windows
  • Interact with charts
    • Drill into data (Drill Anywhere)
    • View underlying data
    • Explain charts with AI
    • Highlight chart values
  • Collaborate in workbooks
    • Use comments in workbooks
    • Capture and annotate images in comments
  • Search for files in your organization

Share

  • Share a workbook or data model
  • Share a folder
  • Share templates
    • Share workbook templates
    • Share and accept cross-org workbook templates
  • Send or schedule workbook exports
  • Export data
    • Schedule a conditional export or alert
    • Download workbook data
    • Export to email
    • Export to Slack
    • Export to Google Sheets
    • Export to Google Drive
    • Export to cloud storage
    • Export to webhook
    • Export as email burst
    • Export to Microsoft Teams (Beta)
    • Export to Microsoft SharePoint (Beta)
  • Manage scheduled exports
    • Configure additional options for exports
    • Manage scheduled exports
  • About exporting data
    • Format PDF exports (legacy layouts)
    • Download and export limitations

Calculate

  • Functions
    • Function index
    • Aggregate functions
      • ArrayAgg
      • ArrayAggDistinct
      • Avg
      • AvgIf
      • Corr
      • Count
      • CountDistinct
      • CountDistinctIf
      • CountIf
      • GrandTotal
      • ListAgg
      • ListAggDistinct
      • Max
      • MaxIf
      • Median
      • Min
      • MinIf
      • PercentileCont
      • PercentileDisc
      • PercentOfTotal
      • RegressionIntercept
      • RegressionR2
      • RegressionSlope
      • StdDev
      • Subtotal
      • Sum
      • SumIf
      • SumProduct
      • Variance
      • VariancePop
    • Array functions
      • Array
      • ArrayContains
      • ArrayDistinct
      • ArrayExcept
      • ArrayIntersection
      • ArrayJoin
      • ArrayLength
      • ArraySlice
      • Sequence
    • Date functions
      • ConvertTimezone
      • DateAdd
      • DateDiff
      • DateFormat
      • DateFromUnix
      • DateLookback
      • DatePart
      • DateParse
      • DateTrunc
      • Day
      • DayOfYear
      • EndOfMonth
      • Hour
      • InDateRange
      • InPriorDateRange
      • LastDay
      • MakeDate
      • Minute
      • Month
      • MonthName
      • Now
      • Quarter
      • Second
      • Today
      • Weekday
      • WeekdayName
      • Year
    • Financial functions
      • CAGR
      • Effect
      • FV
      • IPmt
      • Nominal
      • NPer
      • Pmt
      • PPmt
      • PV
      • XNPV
    • Geography functions
      • Area
      • Centroid
      • Distance
      • Geography
      • Intersects
      • Json (geography)
      • Latitude
      • Longitude
      • MakeLine
      • MakePoint
      • Perimeter
      • Text (geography)
      • Within
    • Join functions
      • Lookup
      • Rollup
    • Logical functions
      • Between
      • Choose
      • Coalesce
      • If
      • In
      • IsNotNull
      • IsNull
      • Switch
      • Zn
    • Math functions
      • Abs
      • Acos
      • Asin
      • Atan
      • Atan2
      • BinFixed
      • BinRange
      • BitAnd
      • BitOr
      • Ceiling
      • Cos
      • Cot
      • Degrees
      • DistanceGlobe
      • DistancePlane
      • Div
      • Exp
      • Floor
      • Greatest
      • Int
      • Least
      • Ln
      • Log
      • Mod
      • MRound
      • Pi
      • Power
      • Radians
      • Round
      • RoundDown
      • RoundUp
      • RowAvg
      • Sign
      • Sin
      • Sqrt
      • Tan
      • Trunc
    • Passthrough functions
      • AggDatetime
      • AggGeography
      • AggLogical
      • AggNumber
      • AggText
      • AggVariant
      • CallDatetime
      • CallGeography
      • CallLogical
      • CallNumber
      • CallText
      • CallVariant
    • System functions
      • CurrentTimezone
      • CurrentUserAttributeText
      • CurrentUserEmail
      • CurrentUserFirstName
      • CurrentUserFullName
      • CurrentUserInTeam
    • Text functions
      • Concat
      • Contains
      • EndsWith
      • Find
      • ILike
      • Left
      • Len
      • Like
      • LPad
      • Lower
      • LTrim
      • MD5
      • Mid
      • Proper
      • RegexpExtract
      • RegexpMatch
      • RegexpReplace
      • Repeat
      • Replace
      • Reverse
      • Right
      • RPad
      • RTrim
      • SHA256
      • SplitPart
      • StartsWith
      • Substring
      • Trim
      • Upper
    • Type functions
      • Date
      • Json
      • Logical
      • Number
      • Text
      • Variant
    • Window functions
      • CumulativeAvg
      • CumulativeCorr
      • CumulativeCount
      • CumeDist
      • CumulativeMax
      • CumulativeMin
      • CumulativeStdDev
      • CumulativeSum
      • CumulativeVariance
      • FillDown
      • First
      • FirstNonNull
      • Lag
      • Last
      • LastNonNull
      • Lead
      • MovingAvg
      • MovingCorr
      • MovingCount
      • MovingMax
      • MovingMin
      • MovingStddev
      • MovingSum
      • MovingVariance
      • Nth
      • Ntile
      • Rank
      • RankDense
      • RankPercentile
      • RowNumber
      • VisibilityLimit
  • Operators overview
  • Use AI with formulas
  • Perform AI queries
  • Metrics
    • Use metrics in a workbook
  • Custom functions
    • Create reusable custom functions

EMBED

  • Intro to embedded analytics
  • Public embedding
    • Create and manage a public embed
  • Secure embedding
    • Create a secure embed
    • Generate embed client credentials
    • Manage access to a secure embed
    • Create an embed API with JSON Web Tokens
    • JSON web token claims reference
    • Embed URL parameters
    • URL encoding reference for parameters
    • Test an embed URL in the embed sandbox
    • Common embed error codes and messages
  • Secure embedding with signed URLs
    • Generate a secure embed path
    • Example embed API and URL
    • Add URL parameters to a secure embed
    • Secure embed error code reference
  • Advanced data security in embeds
    • Restrict access to data in embedded content
    • Embed Ask Sigma (Beta)
  • Additional embedding configurations
    • Implement inbound and outbound events in embeds
      • Inbound event reference
      • Outbound event reference
    • Manage iframes for embeds
    • Configure a shareable link for an embed
  • Embed SDK for React

Develop

  • Sigma API
    • About the Sigma REST API
  • Plugin development
    • Get started with custom plugins
    • Develop plugins for Sigma
    • Plugin development API
    • Plugin examples
    • Configure plugins to work with actions

Admin

  • Administer Sigma
  • Users and teams
    • Invite new users to your organization
    • Manage Users with User 360
    • Guest User Accounts
    • Impersonate users
    • Deactivate users
    • Teams
      • Create and manage teams
      • Manage team members
      • Manage team admins
      • Manage workspaces
  • Permissions
    • Account type and license overview
      • Create and manage account types
      • Basic explore vs. Full explore
      • View license utilization
      • Respond to account upgrade requests
    • Data access overview
      • Manage access to data and connections
    • Folder and document permissions
    • Configure user attributes
  • Authentication
    • Manage authentication
    • Set up single sign-on with SAML
    • Mandatory two-factor authentication for accounts
    • Manage users and teams with SCIM
    • Manage users and teams with SCIM and Okta
    • Use custom account types with your IdP
    • Custom Session Timeouts for Okta
    • Configure OAuth
      • Configure a Sigma OAuth application
      • Configure OAuth authentication for your Sigma organization
    • Restrict API access by IP address
    • Set up inactivity timeouts
  • Third-party integrations
    • Manage dbt Integration
    • Configure a dbt Semantic Layer integration (Beta)
    • Manage Slack integration
    • Manage Microsoft integration (Beta)
  • Organization settings
    • Configure AI features for your organization
      • Configure warehouse AI model integration (Beta)
      • Manage OpenAI integration
      • Configure a usage dashboard for Ask Sigma (Beta)
      • Notice for enabling AI-enabled features in Sigma
    • Manage export frequency and authentication settings
    • Enable or disable CSV upload
    • Enable or disable account upgrade requests
    • Enable or disable comments
    • Manage annotated image ability and storage period
    • Enable or disable public embeds
  • Customize
    • Set up custom homepages
    • Upload custom fonts
    • Create and manage workbook themes
    • Customize welcome and invite emails
    • Customize email branding
  • Localize
    • Change the account time zone
    • Manage organization locale
    • Manage organization translation files
  • Manage assets
    • Review warehouse view details
    • Manage organization schedules
    • Manage materializations
    • Recover deleted documents
    • Create and manage version tags
  • Audit and usage
    • Usage overview
    • Audit log
      • Enable audit logging
      • Access and explore audit logs
      • Audit log events and metadata
      • Manage an audit logs storage integration
      • Export audit log data to cloud storage
  • Develop
    • Register a Plugin with your Sigma Organization
    • Register a Sigma Plugin Dev Playground

Support

  • Sigma support
    • Submit a support request
    • Escalate critical issues
  • Sigma product releases
  • Supported regions, data platforms, and features

Secure embedding with signed URLs

Suggest Edits

If you're using secure embeds with URLs secured with client credentials, refer to the following pages for support:

  • Generate a secure embed path.
  • Example embed API and URL.
  • Add URL parameters to a secure embed.
  • Secure embed error code reference.

Updated about 12 hours ago


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