Send and schedule exports from workbooks

Sigma provides a variety of ways to export workbooks and their contents, so that you can share them. You can:

  • Immediately send an element or workbook to one more destinations:
    • An email list
    • Slack channel
    • Google Cloud Storage from Snowflake connections (Beta)
    • Amazon S3 from Snowflake connections (Beta)
  • Set up a scheduled export of an element or workbook to one or more destinations:
    • An email list
    • Slack channel
    • Google sheets
    • Google drive
    • Google Cloud Storage from Snowflake connections (Beta)
    • Amazon S3 from Snowflake connections (Beta)
  • Immediately send a scheduled export, as it is configured.

The type of exported file depends on the workbook element and/or the destination. See the individual export instructions for what you want to do. Supported types include:

  • PDF
  • Image
  • Excel (raw data)
  • CSV (raw data)

There are file size limits for the various exports. See the individual export instructions and Download, export, and upload limitations.

Tip: If you have multiple scheduled exports, it's a best practice to stagger the schedules. Staggering schedules helps to reduce the load on Sigma and on the data warehouse. Admins can refer to the Scheduled Exports page to see all the exports for the organization. For more information see Manage Organization Schedules.

Related resources

Requirements

  • To send or schedule workbook content, you must:
  • To format pages prior to PDF exports, you must have Can Edit access.
  • Some destinations require administrative configuration, integration, or authorization. See the individual export instructions.

Export to email

You can send workbooks, their pages, and individual visualizations to an email recipient or list on a set schedule or ad hoc basis. You can select either a published workbook or a tagged version of a workbook to send in email. For instructions see Send a workbook to email.

Export to Slack

If the Slack integration has been enabled for your organization, you can send a scheduled or one-time Slack notification for your report. For instructions see Send Slack notifications.

Export on a schedule to Google Sheets or Drive

You can schedule recurring workbook exports to Google Sheets and/or Google Drive. For instructions see Schedule exports to Google Sheets or Drive.

Export to Google Cloud or Amazon S3 from Snowflake connections (Beta)

Cloud storage is particularly useful for large multi-GB data exports of workbooks built on Snowflake connections. For instructions see Workbook export to cloud storage (Beta).

Send a scheduled export at any time

  1. From the workbook menu (β–Ό), select Schedule exports.
  2. Click the More menu to the right of the schedule you would like to send.
  3. Click Send Now.
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Edit or delete a schedule

  1. From the workbook menu (β–Ό), select Schedule exports.Β 
    Sigma opens the Schedule Exports modal.
  2. Click the More menu to the right of the schedule you would like to send.
  3. Click Delete to delete the schedule or Edit to make changes to the schedule.

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Set up a custom delivery schedule

If the default delivery options do not work for your needs, you can set up a custom cron job for delivery time. To enter in the custom cron job, specify the minute, hour, day (month), month and day (week). You can use this tool to help you write the correct cron expression.

To send a report at 1:05 AM on the first Monday of the quarter, you'd enter:

5 1 * 1/3 Mon

To send a report at 1:30 AM on the first of every month, you'd enter:

30 1 1 * *

Pause a scheduled export

You can manually pause and resume scheduled exports.

  1. From the workbook menu (β–Ό), select Schedule exports.

  2. Sigma opens the Schedule Exports modal.

  3. Click the More menu of the Actions column and select Pause.

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  4. In the Status column, the status changes to Paused.

  5. To resume an export, repeat the steps above but choose Resume from the More menu.

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Auto-paused scheduled exports

If a scheduled export fails more than 5 times in 7 days +, and none of the exports succeed, Sigma pauses the export and the user receives an email notification. The email notification contains the following message:

Document export failed. Sigma has paused one of your scheduled exports. Please use the below link to the workbook to check details.

You can manually resume the export. The Status column shows Paused with an exclamation point. To resume the paused export, choose Resume from the More menu in the Actions column.

Table and pivot table PDF export formatting

How Sigma handles table and pivot table exports in PDF format depends on whether the workbook is using the legacy layouts or the new grid layouts.

For grid layouts, see Compose elements on a page.

For legacy layouts, see Table and pivot table PDF export formatting (legacy layouts).