Send or schedule workbook exports
If you want to export or download your workbook contents outside of Sigma, you can choose from a variety of methods, formats, and destinations:
- Download workbook data on demand.
- Schedule an export to one or more destinations.
- Send a scheduled export on demand.
You can export any of the following:
- An entire workbook
- A single page of a workbook
- A specific element of a workbook
Available export destinations and formats
Depending on what you want to export and where you want to send it, different data formats are available:
Export destination | Entire workbook | Workbook page | Workbook page element |
---|---|---|---|
Download | CSV, Excel, PDF | CSV, Excel, PDF, PNG | CSV, Excel, JSON, PDF, PNG |
Excel, PDF | Excel, PDF, PNG | CSV, Excel, PDF, PNG | |
Slack | Excel, PDF | Excel, PDF, PNG | CSV, Excel, PDF, PNG |
Google Sheets or Drive | Unsupported | Unsupported | Google Sheet |
Webhook | Unsupported | Unsupported | CSV, JSON |
Cloud storage | Unsupported | Unsupported | CSV, gzipped CSV |
When executing a scheduled export or direct download to PDF or PNG formats, Sigma may store applicable control values as URL parameters in trace logs used for debugging and troubleshooting purposes. Exercise caution when exporting or downloading workbook content that uses controls to filter sensitive data.
File size limits apply to the various exports. See Download and export limitations.
Raw data formats are unsupported if you export a bookmark of a workbook.
While editing a workbook, you can download the draft workbook, page, or element. If you want to export content to other destinations, use the published version of the workbook.
Manage scheduled exports
You can manage scheduled exports in different ways:
- Manage scheduled exports that you own or that you receive.
- Manage exports scheduled for a workbook.
- As an admin, manage all scheduled exports for your organization. See Manage organization schedules.
Table and pivot table PDF export formatting
When you export a table or pivot table to PDF, the formatting is handled differently based on the layout used by the workbook.
- For grid layouts, the formatting matches the workbook layout. See Create and manage workbook layouts.
- For legacy layouts, see Table and pivot table PDF export formatting (legacy layouts).
Set up a custom delivery schedule
When you configure a scheduled export, if the default delivery options do not work for your needs, you can set up a custom cron schedule to define the delivery time. When you configure a scheduled export, for the Frequency, choose Custom and enter a cron expression.
Use cron syntax to specify the minute, hour, day (month), month and day (week). For assistance writing cron expressions, see crontab guru.
For example, to send a report at 1:05 AM on the first Monday of the quarter, enter:
5 1 * 1/3 Mon
For example, to send a report at 1:30 AM on the first of every month, enter:
30 1 1 * *
Updated 7 days ago