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Workbook analysis
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Start
Get around in Sigma
Search in Sigma
Sigma basics
Templates
Get started with workbook templates
Create workbooks from templates
Create and edit workbook templates
Share workbook templates
Share and accept cross-org workbook templates
HubSpot Campaign Analysis template
Snowflake usage templates
Prep
Connections
Connect to data sources
Snowflake
Connect to Snowflake
Configure user attributes on a Snowflake connection
Configure an export warehouse
Databricks
Connect to Databricks
AlloyDB
Connect to AlloyDB
BigQuery
Connect to BigQuery
MySQL
Connect to MySQL
PostgreSQL
Connect to PostgreSQL
Redshift
Connect to Redshift
Starburst
Connect to Starburst
Connect through SSH
Set up write access
Configure OAuth with write access
Run a workbook with service account credentials
AWS PrivateLink Connections
Azure Private Link Connections
Troubleshoot your connection
Sigma's sample connection
CSV uploads
Upload CSV data
Import data from an image (Beta)
Input tables
Intro to input tables
Create new input tables
Edit existing input table columns
Configure data governance options in input tables
Joins
Join types
Lookup join
Inner Join
Left Outer Join
Right Outer Join
Full Outer Join
Join Data in Datasets
Join data in workbooks
Transformations
Define custom datetime formats
Generate and access structured objects
Model
Get started with data modeling (Beta)
View and access data models (Beta)
Create and manage data models (Beta)
Define relationships in data models (Beta)
Datasets
Dataset best practices
Introduction to the Dataset Worksheet
Dataset worksheet controls
Dataset Worksheet Columns
Dataset Totals
Dataset filters
Create and manage dataset parameters
Model data from database tables
Tutorial: Data modeling with datasets
Using CSVs in Datasets
Dataset Lineage
Share datasets
Configure Dataset Columns
Dataset Links
Create a dataset from SQL
Advanced modeling topics
Hierarchies (Beta)
Dataset Row-Level Security
Analyze
Workbook basics
Workbooks overview
Workbook lifecycle: explore, draft, and publish
Workbook modes overview
Workbook settings overview
Intro to Element Types
Workbook management
Create a workbook
Create and manage workbook layouts
Edit, draft, and publish a workbook
Workbook versions
Workbook versions and version history
Add version tags to workbooks and data models
Copy and paste workbook pages (Beta)
Copy and paste workbook elements
Manage workbook page visibility (Beta)
Manage workbook refresh options
Change the data source for a workbook or element
Data elements
Create a data element
Use linked columns in workbooks
Use related columns in a workbook (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
Visualizations
Intro to visualizations
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
Area charts
Combo charts
Box and whisker charts
Pie and donut charts
Maps
Create and format trellis charts
Explain visualizations with AI (Beta)
Build a waterfall chart
UI elements
Intro to UI elements
Create a button element
Text elements
Use your organization's plugins
Organize workbook layouts with containers
Controls and filters
Intro to control elements
Duplicate controls
Synced controls
Drill down control
Create and configure a segmented control
Top N filter
Create flexible reports with parameters
Parameters in workbooks
Data element filters
Apply control values with URL parameters
Create a hidden control
Sort filter values
Guided workflows
Create and edit period-over-period analysis
Add columns through Lookup
Machine Learning functions
Create time series forecasts (Beta)
Customize
Workbook actions
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 modify input table data
Create actions that download and export data
Create actions that trigger embed iframe events
Create cross-element filters
View and manage existing actions
Use variables in actions
Make an action conditional
Configure actions in sequences (Beta)
Workbook elements
General element formatting
Customize element title
Customize element background and styles (Beta)
Visualization customization
Customize chart mark tooltip fields
Format chart legend
Display chart data labels
Format chart axis position
Display chart reference marks
Add trend lines
Customize the sort order of data elements
Workbook security
Configure column-level security
User Attributes
Localization
Manage workbook localization
Collaborate
Live edit
Collaborate with Live Edit in workbooks
Document sharing
Share a folder
Share a workbook
Workbook comments
Use comments in workbooks
Capture and annotate images in comments
Workbook badging
Add or update a workbook badge
Add shortcuts to documents (Beta)
Explore
Data interactions
Ad hoc data explorations
Explore a published workbook
Leverage an explored workbook
Highlight chart values
Drill into data (Drill Anywhere)
Data transparency
View workbook data lineage
View underlying data
View column details
Bookmarks
Create and manage bookmarks
Export
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 (Beta)
Export to webhook
Export as email burst (Beta)
Manage scheduled exports
Configure additional options for exports
Manage scheduled exports
About exporting data
Format PDF exports (legacy layouts)
Download and export limitations
Query
SQL queries
Write custom SQL (Beta)
Examine workbook queries
Examine dataset queries
Set a query ID cache duration
Caching and data freshness
Materialization (Beta)
Warehouse views
Create and manage workbook warehouse views
Create and manage dataset warehouse views
Calculate
Operators overview
Use AI with formulas (Beta)
Perform AI queries
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
StdDev
Subtotal
Sum
SumIf
SumProduct
Variance
VariancePop
Array functions
Array
ArrayContains
ArrayDistinct
ArrayIntersection
ArrayJoin
ArrayLength
ArraySlice
Sequence
Date functions
ConvertTimezone
DateAdd
DateDiff
DateFormat
DateFromUnix
DateLookback
DatePart
DateParse
DateTime
DateTrunc
Day
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
Metrics
About metrics
Create and manage metrics
Use metrics in a workbook
EMBED
Intro to embedded analytics
Public embedding
Create and manage a public embed
Secure embedding
Create a secure embed
Generate embed client credentials
Generate a secure embed path
Example embed API and URL
Embed URL parameters
Test an embed URL in the embed sandbox
Common embed error codes and messages
Advanced data security in embeds
Create an embed API with JSON Web Tokens (Beta)
Implement column-level security in embeds
Implement row-level security in embeds
Apply dynamic connection and role switching to embeds
Enable OAuth for embeds
Additional embedding configurations
Implement inbound and outbound events in embeds
Manage iframes for embeds
Configure a shareable link for an embed
Embed SDK for React (Beta)
Develop
Sigma API
About the Sigma REST API
Plugin development
Get started with custom plugins
Develop plugins for Sigma
Plugin development API
Plugin examples
Admin
Administration portal
Access the Administration portal
General settings
Enable a custom homepage
Change the account time zone
Manage organization locale
Manage organization translation files
Enable or disable CSV upload
Enable or disable public embeds
Enable or disable account upgrade requests
Enable or disable comments
Manage annotated image ability and storage period
Manage Slack integration
Manage dbt Integration
Configure a dbt Semantic Layer integration (Beta)
Set up inactivity timeouts (Beta)
Query a dbt Semantic Layer integration (Beta)
Register a Plugin with your Sigma Organization
Register a Sigma Plugin Dev Playground
Create reusable custom functions
Branding settings
Upload custom fonts
Create and manage workbook themes
Customize email branding
Authentication
Manage authentication
Single sign-on with SAML
Two-factor email authentication
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
Restrict export recipients
Configure OAuth
Configure OAuth with Snowflake
Configure OAuth with Databricks
Usage
Usage overview
Document Activity Dashboard
Document Permissions Dashboard
Scheduled exports dashboard
People
Invite new organization members
Customize welcome and invite emails
Manage Users with User 360
Guest User Accounts
Impersonate users
Deactivate users
Respond to account upgrade requests (Beta)
Teams
Create and manage teams
Manage team members
Manage team admins
Manage workspaces
Permissions
License and account type overview
Create and manage account types
Basic explore vs. Full explore
View license utilization
Data permissions overview
Manage data permissions
Folder and Document Permissions
Tags
Create and manage version tags
Scheduled exports
Manage organization schedules
AI settings
Manage OpenAI integration (Beta)
Notice for enabling AI-enabled features in Sigma
Warehouse views
Review warehouse view details
Audit log
Enable audit logging
Access and explore audit logs
Audit log events and metadata
Create, update, and delete an audit logs storage integration
Export audit log data to cloud storage
Document management
Recover deleted documents
Reference
Additional resources
Supported regions, data platforms, and features
Supported data types and formats
Keyboard shortcuts: Mac OS
Keyboard shortcuts: Microsoft Windows
Special characters for URL parameters
Best practices for improved performance
Contact
Sigma support
Submit a support request
Escalate critical issues
Beta features
Workbook analysis
Suggest Edits
Updated about 1 year ago
