For AI agents: a documentation index is available at the root level at /llms.txt. Append /llms.txt to any URL for a page-level index, or .md for the markdown version of any page.
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DocumentationFunction ReferenceAPI RecipesAPI ReferenceWhat's New
  • Start
    • About Sigma
    • Start using Sigma
      • Sigma's sample connection
      • Sigma Public
      • Get started with AI in Sigma
  • Tutorials
    • Learn Sigma
    • Sigma Fundamentals for Builders
  • Connect
    • Connect to data sources
  • Model
    • Get started with data modeling
    • About metrics
    • Review and manage your data catalog
    • Migrate a dataset to a data model
    • Data security
  • Analyze
    • About Sigma agents (Beta)
  • Manage workbooks
  • Chart
    • Intro to charts
  • Filter
    • Intro to control elements
  • Design
  • Build apps
    • About Sigma AI apps
  • Build reports
    • Reports overview
    • Tutorial: Build and export a sales report
    • Convert workbooks to reports
    • Share and export reports
  • Interact
    • Search for content in your organization
  • Share
    • Share a workbook, data model, or report
    • Share a folder
    • Send or schedule workbook exports
  • Calculate
  • Embed
    • Intro to embedded analytics
    • Embed SDK for React
    • Sigma Tenants
  • Develop
  • Build from code
    • Manage data models as code
    • Data model representation example library
    • Manage workbooks as code (Beta)
    • Workbook representation example library (Beta)
    • Manage reports as code (Beta)
    • Report representation example library (Beta)
    • Sigma CLI
  • Admin
    • Administer Sigma
    • Checklist for new Sigma admins
  • Support
    • Sigma support
    • Sigma product releases
    • Supported regions, data platforms, and features
  • About Sigma
  • Sigma basics
  • Start your Sigma trial
  • Get around in Sigma
  • About billable usage events
  • Start using Sigma
  • Sigma's sample connection
  • Sigma Public
  • Get started with templates
  • Create documents from templates
  • AI cost templates
  • Claude spend template
  • OpenAI spend template
  • Snowflake AI spend template
  • Snowflake Cortex cost template
  • Snowflake usage templates
  • Get started with AI in Sigma
  • Learn Sigma
  • Sigma Fundamentals for Builders
  • Lesson one: Basic organization and navigation
  • Lesson two: Working with data tables
  • Lesson three: Grouped tables and pivot tables
  • Lesson four: Charts and visualizations
  • Lesson five: Controls and actions
  • Lesson six: Organization
  • Lesson seven: Style
  • Lesson eight: Input tables and combining data
  • Connect to data sources
  • Connect to Snowflake
  • Connect to Snowflake with OAuth
  • Set up a Snowflake connection for Python
  • Specify session variables for a Snowflake connection (Beta)
  • Restore input table access for a Snowflake connection or user
  • Connect to Databricks
  • Connect to Databricks with OAuth
  • Set up a Databricks connection for Python
  • Connect to Redshift
  • Connect to BigQuery
  • Connect to BigQuery with OAuth (Beta)
  • Connect to AlloyDB
  • Connect to MySQL
  • Connect to PostgreSQL
  • Connect to Starburst
  • Connect to Azure SQL Database
  • Connect to SQL Server 2022 and Azure SQL Managed Instance
  • Connect to ClickHouse (Beta)
  • Set up write access
  • About OAuth with write access
  • Run a workbook with service account credentials
  • Dynamically assign roles used by a connection
  • Connect through SSH
  • AWS PrivateLink Connections
  • Azure Private Link Connections
  • GCP Private Service Connect
  • Troubleshoot your connection
  • Troubleshoot input table connection issues
  • Get started with data modeling
  • Tutorial: Intro to data models
  • Data modeling best practices
  • Create and manage data models
  • Manage AI context for a data model (Beta)
  • Navigate data models
  • Define relationships in data models
  • Validate content in a data model
  • Pass values to a data model with source parameters
  • About metrics
  • Create and manage metrics
  • Review and manage your data catalog
  • Migrate a dataset to a data model
  • Supported data types and formats
  • Upload CSV data
  • Overview of joining data
  • Create and edit joins in data models and workbooks
  • Create and edit unions
  • Define custom datetime formats
  • Generate and access structured objects
  • Data security
  • Set up row-level security
  • Configure column-level security
  • Workbooks overview
  • Workbook modes overview
  • Navigate a workbook
  • Collaborate with Live Edit in workbooks
  • Intro to Element Types
  • 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
  • Use Sigma Assistant to build dashboards and apps (Beta)
  • Create AI columns (Beta)
  • 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
  • Create and manage tables
  • Format and customize a table
  • Add hyperlinks and images to columns
  • Extract columns from JSON or variant data
  • Working with pivot tables
  • Pivot table totals and subtotals
  • Format pivot table totals
  • Work with hierarchies
  • Create ad hoc calculations
  • Transpose a table
  • Create a table from an array
  • Write and run Python code in Sigma
  • Python method reference
  • Write custom SQL
  • Reference workbook control values in SQL statements
  • Query a dbt Semantic Layer integration
  • Query and extend Snowflake semantic views in Sigma (Beta)
  • About Sigma agents (Beta)
  • Build Sigma agents (Beta)
  • Manage Sigma agents (Beta)
  • Example use cases for Sigma agents (Beta)
  • Call Sigma agents with the API (Beta)
  • View workbook and data model data lineage
  • Change the data source for a workbook, data model, or element
  • Manage workbook refresh options
  • Manage workbook localization
  • Add shortcuts to documents
  • Workbook page settings overview
  • Manage workbook page visibility
  • Add custom page panels to a workbook
  • Create and edit document templates
  • Workbook lifecycle: explore, draft, and publish
  • Add context with a document description
  • View and manage document badges
  • Workbook versions and version history
  • About version tags to workbooks, data models, and reports
  • Tag a workbook, data model, or report version
  • Use warehouse views with version tagging
  • Use input tables with version tagging
  • Best practices for improved document performance
  • About materialization
  • Schedule materialization for a data model or workbook (Beta)
  • Schedule materialization for a version-tagged data model
  • Caching and data freshness
  • Set a query ID cache duration
  • Manage universal result cache (Beta)
  • Configure data loading
  • Create and manage warehouse views
  • Examine workbook and data model queries
  • Override the Snowflake warehouse used by a workbook
  • Intro to charts
  • 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 progress bar (Beta)
  • Build a progress ring (Beta)
  • Build a treemap (Beta)
  • Build a geography map
  • Build a waterfall chart
  • Area charts
  • Combo charts
  • Box and whisker charts
  • Pie and donut charts
  • Maps
  • Create sparklines in a table
  • Customize chart background and style
  • Create and format trellis charts
  • Customize chart mark tooltip fields
  • Format chart legend
  • Display chart data labels
  • Format chart axis position
  • Configure chart axis marks
  • Customize chart axis range
  • Display chart reference marks
  • Add trend lines
  • Add a custom color scale
  • Dynamically filter and modify data in Sigma
  • Filter data in data elements
  • Sort filter and control values
  • Intro to control elements
  • Create and manage a control element
  • Create and configure a list values control
  • Create and configure a segmented control
  • Drill down control
  • Top N filter
  • Create and configure a legend control
  • Create and configure a file upload control (Beta)
  • Reference control values as parameters
  • Set control values in a URL using query string parameters
  • Synced controls
  • Intro to UI elements
  • Button elements
  • Image elements
  • Text elements
  • Value lists
  • Workbook settings overview
  • Customize element title
  • Customize element background and styles
  • Customize the sort order of data elements
  • Limit displayed values in a data element
  • About Sigma AI apps
  • App tutorial: Build an employee feedback survey
  • Input tables overview
  • Create new input tables
  • Edit input table data
  • Configure single-select or multi-select columns in input tables
  • Configure file columns in input tables (Beta)
  • View input table audit history
  • Apply data validation to input table columns
  • Change the data entry permission on input tables
  • Add system-generated columns to input tables
  • Intro to layout elements
  • Use containers to organize workbook layouts
  • Use stacks to make responsive layouts (Beta)
  • Use tabbed containers to organize workbook content
  • Use single row containers to show records in detail
  • Use repeated containers to generate layouts from data
  • Use modals to create focused content views
  • Use drawers to manage complex workflows
  • Use popovers to simplify a workbook interface
  • Use the navigation element to guide user exploration
  • Use forms to streamline user data entry
  • Intro to 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 control single row containers
  • Create actions that modify input table data
  • Create actions that modify forms
  • Create actions that send notifications and export data
  • Create actions that generate embed iframe events
  • Create actions that modify plugins
  • Create actions that call stored procedures
  • Create actions that call API endpoints
  • Create actions to interact with Sigma agents (Beta)
  • Create and manage action sequences
  • Define an action condition
  • Run action sequences automatically (Beta)
  • Use variables in actions
  • Create cross-element filters
  • Create custom context menu actions
  • Build if/else control flow in an action sequence
  • View and manage existing actions
  • Reports overview
  • Tutorial: Build and export a sales report
  • Create and edit reports
  • Add elements and data to a report
  • Customize element size, layering, and alignment in reports
  • Edit report page setup, headers, and footers
  • Edit report page order, visibility, and numbers
  • Customize text typeface, size, and style in reports
  • Customize report settings and themes
  • Convert workbooks to reports
  • Share and export reports
  • Ask natural language queries with Sigma Assistant
  • Use Sigma Assistant to explore and analyze workbook data (Beta)
  • Ask a question about a data source table
  • Chat with Sigma agents (Beta)
  • Use the Sigma MCP Server
  • Use the Sigma plugin for AI assistants
  • Install skills for AI assistants
  • Migrate to Sigma with an AI assistant (Beta)
  • Create and interact with custom views
  • Create and share saved views
  • View column details
  • Find a specific value in a table or input table
  • Choose your Snowflake role for an OAuth connection
  • Keyboard shortcuts: Mac OS
  • Keyboard shortcuts: Microsoft Windows
  • Drill down into data
  • View underlying data
  • Explain charts with AI
  • Highlight chart values
  • Use comments in workbooks and data models
  • Capture and annotate images in comments
  • Search for content in your organization
  • Set up an app for two-factor authentication
  • Refresh your connection sign-in sessions
  • Share a workbook, data model, or report
  • Share a folder
  • Share document templates
  • Share and accept cross-org document templates
  • Send or schedule workbook exports
  • Schedule a conditional export or alert
  • Download workbook data
  • Export to email
  • Format an email message
  • Create custom email export templates
  • Export to Slack
  • Format a Slack message
  • Export to Google Sheets
  • Export to Google Drive
  • Export to cloud storage
  • Export to webhook
  • Export as email burst
  • Export to Microsoft Teams
  • Format a Microsoft Teams message
  • Export to Microsoft SharePoint
  • Configure additional options for exports
  • Manage scheduled exports
  • Download and export limitations
  • Use metrics in a workbook
  • Create reusable custom functions
  • Intro to embedded analytics
  • Create and manage a public embed
  • Create a secure embed
  • Generate embed client credentials
  • Manage access to a secure embed
  • Behavior differences for users in embedded content
  • 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
  • Restrict access to data in embedded content
  • Embed Sigma Assistant
  • Implement inbound and outbound events in embeds
  • Inbound event reference
  • Outbound event reference
  • Manage iframes for embeds
  • Configure a shareable link for an embed
  • Manage embed user settings (Beta)
  • Embed SDK for React
  • Sigma Tenants
  • Create and manage tenant organizations
  • Deploy content to tenant organizations
  • Sigma Tenants deployment use cases and examples
  • Deploy content from one tenant organization to one or more tenants
  • Deploy content from a parent organization to one or more tenants
  • Programmatically deploy content from a parent organization to tenants
  • Manage content deployed in tenant organizations
  • Embed content from a tenant organization
  • About the Sigma REST API
  • Get started with custom plugins
  • Develop plugins for Sigma
  • Plugin development API
  • Plugin examples
  • Configure plugins to work with actions
  • Manage data models as code
  • Get the code representation of a data model
  • Create a data model from a code representation
  • Update a data model from a code representation
  • Specify column order in the code representation of a data model
  • Sort data in the code representation of a data model
  • Format columns and metrics in the code representation of a data model
  • Data model representation example library
  • Example representation: Data model with a single table
  • Example representation: Data model with a CSV table
  • Example representation: Data model with a table and a calculated column
  • Example representation: Data model with a table and metric
  • Example representation: Data model with a metric timeline
  • Example representation: Data model with a table and relationship
  • Example representation: Data model with a custom SQL element
  • Example representation: Data model with a folder
  • Example representation: Data model with a grouping
  • Example representation: Data model with filters
  • Example representation: Data model with a join
  • Example representation: Data model with a union
  • Example representation: Data model with a transposed table
  • Example representation: Data model with column-level security
  • Example representation: Data model with a list values control
  • Example representation: Data model with a text input control
  • Example representation: Data model with a text area control
  • Example representation: Data model with a number input control
  • Example representation: Data model with a number range control
  • Example representation: Data model with a date control
  • Example representation: Data model with a date range control
  • Example representation: Data model with a slider control
  • Example representation: Data model with a range slider control
  • Example representation: Data model with a segmented control
  • Example representation: Data model with a switch control
  • Example representation: Data model with a checkbox control
  • Example representation: Data model with a top N control
  • Manage workbooks as code (Beta)
  • Get the code representation of a workbook (Beta)
  • Create a workbook from a code representation (Beta)
  • Update a workbook from a code representation (Beta)
  • Customize the layout of a workbook in code representation (Beta)
  • Workbook representation example library (Beta)
  • Example representation: Workbook with a table (Beta)
  • Example representation: Workbook with a bar chart (Beta)
  • Example representation: Workbook with a line chart (Beta)
  • Example representation: Workbook with a KPI (Beta)
  • Example representation: Workbook with a pie chart (Beta)
  • Example representation: Workbook with a donut chart (Beta)
  • Example representation: Workbook with a pivot table (Beta)
  • Example representation: Workbook with a container (Beta)
  • Example representation: Workbook with a text element (Beta)
  • Example representation: Workbook with an area chart (Beta)
  • Example representation: Workbook with a scatter chart (Beta)
  • Example representation: Workbook with a combo chart (Beta)
  • Example representation: Workbook with a divider (Beta)
  • Example representation: Workbook with an image (Beta)
  • Example representation: Workbook with a chart with stacking (Beta)
  • Example representation: Workbook with a page background image (Beta)
  • Example representation: Workbook with a point map (Beta)
  • Example representation: Workbook with a geography map (Beta)
  • Example representation: Workbook with a region map (Beta)
  • Example representation: Workbook with a chart with reference marks (Beta)
  • Example representation: Workbook with a chart with multiple axes and labels (Beta)
  • Example representation: Workbook with a pivot table with conditional formatting (Beta)
  • Example representation: Workbook with an embed (Beta)
  • Example representation: Workbook with an input table (Beta)
  • Example representation: Workbook with a plugin (Beta)
  • Example representation: Workbook with a linked input table (Beta)
  • Example representation: Workbook with an open URL action (Beta)
  • Example representation: Workbook with a set control value action (Beta)
  • Example representation: Workbook with an insert row action (Beta)
  • Example representation: Workbook with a theme (Beta)
  • Example representation: Workbook with a CSV table (Beta)
  • Example representation: Workbook with a tabbed container (Beta)
  • Example representation: Workbook with a trellis chart (Beta)
  • Example representation: Workbook with chart styling (Beta)
  • Example representation: Workbook with an element filter (Beta)
  • Example representation: Workbook with a modal (Beta)
  • Example representation: Workbook with a hidden page (Beta)
  • Example representation: Workbook with a sparkline (Beta)
  • Example representation: Workbook with a table with conditional formatting (Beta)
  • Example representation: Workbook with a button (Beta)
  • Example representation: Workbook with an open overlay action (Beta)
  • Example representation: Workbook with a close overlay action (Beta)
  • Example representation: Workbook with a clear control action (Beta)
  • Example representation: Workbook with an update row action (Beta)
  • Example representation: Workbook with a delete row action (Beta)
  • Example representation: Workbook with a refresh element action (Beta)
  • Example representation: Workbook with a navigate action (Beta)
  • Example representation: Workbook with an open document action (Beta)
  • Example representation: Workbook with a select tab action (Beta)
  • Example representation: Workbook with a form (Beta)
  • Example representation: Workbook with a repeated container (Beta)
  • Example representation: Workbook with a page break (Beta)
  • Example representation: Workbook with a waterfall chart (Beta)
  • Example representation: Workbook with a gauge chart (Beta)
  • Example representation: Workbook with a funnel chart (Beta)
  • Example representation: Workbook with a chat element (Beta)
  • Example representation: Workbook with an agent (Beta)
  • Example representation: Workbook with a navigation element (Beta)
  • Example representation: Workbook with a progress bar (Beta)
  • Example representation: Workbook with a box chart (Beta)
  • Example representation: Workbook with a Sankey chart (Beta)
  • Example representation: Workbook with a treemap chart (Beta)
  • Example representation: Workbook with a value list (Beta)
  • Example representation: Workbook with a single row container (Beta)
  • Example representation: Workbook with text and number controls (Beta)
  • Example representation: Workbook with date controls (Beta)
  • Example representation: Workbook with list and toggle controls (Beta)
  • Example representation: Workbook with a legend control (Beta)
  • Example representation: Workbook with a file upload control (Beta)
  • Example representation: Workbook with a synced control (Beta)
  • Example representation: Workbook with a drawer (Beta)
  • Example representation: Workbook with a popover (Beta)
  • Example representation: Workbook with a page header (Beta)
  • Example representation: Workbook with a page sidebar (Beta)
  • Example representation: Workbook with an automated action (Beta)
  • Example representation: Workbook with navigation settings (Beta)
  • Example representation: Workbook with a custom page width (Beta)
  • Example representation: Workbook with a page background color (Beta)
  • Example representation: Workbook with a conditional action trigger (Beta)
  • Example representation: Workbook with a conditional action sequence (Beta)
  • Example representation: Workbook with a send embed event action (Beta)
  • Example representation: Workbook with a custom sort action (Beta)
  • Example representation: Workbook with a clear chat messages action (Beta)
  • Example representation: Workbook with a set form values action (Beta)
  • Example representation: Workbook with a reset form action (Beta)
  • Example representation: Workbook with a notify and export action (Beta)
  • Example representation: Workbook with a data model source (Beta)
  • Example representation: Workbook with a custom SQL source (Beta)
  • Example representation: Workbook with a join (Beta)
  • Example representation: Workbook with a union (Beta)
  • Example representation: Workbook with table styling (Beta)
  • Example representation: Workbook with a frozen column (Beta)
  • Example representation: Workbook with grouped columns and subtotals (Beta)
  • Manage reports as code (Beta)
  • Get the code representation of a report (Beta)
  • Create a report from a code representation (Beta)
  • Update a report from a code representation (Beta)
  • Customize the layout of a report in code representation (Beta)
  • Report representation example library (Beta)
  • Example representation: Basic report example (Beta)
  • Example representation: Report with a header (Beta)
  • Example representation: Report with a footer (Beta)
  • Example representation: Report with a page margin (Beta)
  • Example representation: Report with a page number (Beta)
  • Example representation: Report with a paginated table (Beta)
  • Example representation: Report with an element layering (Beta)
  • Example representation: Report with a repeated container (Beta)
  • Sigma CLI
  • Install and configure the Sigma CLI
  • Use the Sigma CLI
  • Administer Sigma
  • Checklist for new Sigma admins
  • Invite new users to your organization
  • Manage users in Sigma
  • Guest User Accounts
  • Impersonate users
  • Deactivate users
  • Create and manage teams
  • Manage team members
  • Manage team admins
  • Manage workspaces
  • Data access overview
  • Manage access to data and connections
  • Folder and document access
  • Configure user attributes
  • Account type and license overview
  • Create and manage account types
  • Basic explore vs. Full explore
  • View license utilization
  • Respond to account upgrade requests
  • Authentication methods for your Sigma organization
  • Manage password authentication
  • Set up single sign-on with SAML
  • 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
  • About using OAuth with Sigma
  • Configure a Sigma OAuth application
  • Configure an OAuth application for Databricks
  • Configure OAuth authentication for your Sigma organization
  • Restrict access to Sigma by IP address
  • Set up inactivity timeouts
  • Set up customer-managed keys
  • About using customer-managed keys in Sigma
  • Using multiple identity providers for your Sigma organization
  • Manage dbt integration
  • Configure a dbt Semantic Layer integration
  • Manage Slack integration
  • Manage Microsoft integration
  • Configure API credentials and connectors in Sigma
  • Configure mutual transport layer security (mTLS) for API connectors in Sigma
  • Manage API credential and connection access
  • Tutorial: Configure API credentials, connectors, and actions for the Sigma REST API
  • Tutorial: Configure API credentials, connectors, and actions for the NYC Open Data API
  • Set up secret manager integration (Beta)
  • Add and manage secrets (Beta)
  • Configure AI features for your organization
  • Supported AI models
  • Configure a warehouse-hosted model as AI provider
  • Configure an external AI provider
  • Configure the AI usage dashboard
  • Notice for enabling AI-enabled features in Sigma
  • Configure token usage limits for AI columns (Beta)
  • Add MCP connectors to Sigma (Beta)
  • Use warehouse agents with Sigma
  • Configure chat history
  • Manage export frequency and authentication settings
  • Configure CSV upload and storage options
  • Enable or disable account upgrade requests
  • Enable or disable comments
  • Manage annotated image ability and storage period
  • Enable or disable public embeds
  • Set up custom home pages
  • Upload custom fonts
  • Create and manage workbook themes
  • Customize welcome and invite emails
  • Customize email branding
  • Change the account time zone
  • Set organization language and format region
  • Manage organization translation files
  • Review warehouse view details
  • Manage organization schedules
  • View your organization's automated action sequences (Beta)
  • Manage materializations
  • Recover deleted documents
  • Create and manage version tags
  • External storage integration overview
  • Configure an external storage integration with Amazon S3
  • Configure an external storage integration with Google Cloud Storage
  • Configure an external storage integration with Azure Blob Storage
  • Usage overview
  • AI usage dashboard
  • Assistant usage dashboard (Removed)
  • Consumption usage dashboard
  • Materializations usage dashboard
  • Enable or disable 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
  • Register a Plugin with your Sigma Organization
  • Register a Sigma Plugin Dev Playground
  • Sigma support
  • Submit a support request
  • Escalate critical issues
  • About Sigma RADAR
  • Access Sigma documentation from AI tools
  • Sigma product releases
  • Supported regions, data platforms, and features
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Sigma provides instructional material, document templates, and sample data to help you get started.

Just starting out?

Check out tutorials, live training, and interactive coursework — including the introductory tutorial Sigma Fundamentals for Builders.

Need inspiration?

If you’re familiar with core features but want to see examples, explore Sigma templates, available in all organizations by default.

Want to test your skills?

Try out a new feature or workflow with sample data using Sigma’s sample connection, available in all organizations by default.

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