Text elements
Requirements
- To add and edit text elements, you must have Can Edit access to the individual workbook.
Create a Text Element
Before you start: This action is only available in Edit mode. To begin editing, click Edit in the top right corner of the page; see Workbook lifecycle.
- Open the workbook's ADD NEW panel, accessible from the + button located in the sidebar on the left side of the page.
- On the ELEMENTS tab, under UI ELEMENTS, click TEXT.
- Your new text element will appear selected on the page.
- Begin typing to enter text.
- Use the toolbar at the top of the page to add custom formatting or hyperlinks.
- Use your cursor to drag and drop the element anywhere on the page canvas.
Apply Formatting to a Text Element
Before you start: This action is only available in Edit mode. To begin editing, click Edit in the top right corner of the page; see Workbook lifecycle.
- Click the element to select it.
- Select the text you want to format.
- Use the toolbar at the top of the page to select your format option(s).
Add Dynamic Text Based on Your Data
When editing a workbook, you can inject dynamic text into text elements. Dynamic text is text generated based on a formula. This is helpful if you want to display element headers or inline text that automatically updates based on your data.
Before you start: This action is only available in Edit mode. To begin editing, click Edit in the top right corner of the page; see Workbook lifecycle.
- Select your text element, and position your cursor where you would like to add dynamic text.
- Hit = on your keyboard,
or
Click the function () button, located in the workbook's toolbar.
A formula bar will pop up over your text element.
- Type a formula, just as you would in the formula bar of any data element. Start typing the name of the object/table with your desired field, and Sigma will provide suggestions for you to choose from.
- Hit Enter on your keyboard.
- [optional] To apply formatting:
- Select your new dynamic text.
- Choose a format option from the toolbar.
Updated about 1 month ago
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