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Workbook analysis
Start
About Sigma
Sigma basics
Get around in Sigma
About billable usage events
Start using Sigma
Sigma's sample connection
Sigma Public
Sigma templates
Get started with workbook templates
HubSpot Campaign Analysis template
Snowflake usage templates
Get started with AI in Sigma
Tutorials
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
Connect to data sources
Snowflake
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
Databricks
Connect to Databricks
Connect to Databricks with OAuth
Set up a Databricks connection for Python
Redshift
Connect to Redshift
BigQuery
Connect to BigQuery
Connect to BigQuery with OAuth (Beta)
AlloyDB
Connect to AlloyDB
MySQL
Connect to MySQL
PostgreSQL
Connect to PostgreSQL
Starburst
Connect to Starburst
Azure SQL Database
Connect to Azure SQL Database
SQL Server 2022 and Azure SQL Managed Instance
Connect to SQL Server 2022 and Azure SQL Managed Instance
Manage connections
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
Set up Private Link
AWS PrivateLink Connections
Azure Private Link Connections
GCP Private Service Connect
Troubleshoot your connection
Troubleshoot input table connection issues
Model
Get started with data modeling
Tutorial: Intro to data models
Data modeling best practices
Data models
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
About metrics
Create and manage metrics
Review and manage your data catalog
Migrate a dataset to a data model
Add and manage data
Supported data types and formats
Upload CSV data
Join and union data
Overview of joining data
Create and edit joins in data models and workbooks
Create and edit unions
Transform data
Define custom datetime formats
Generate and access structured objects
Data security
Set up row-level security
Configure column-level security
Analyze
Workbook basics
Workbooks overview
Workbook modes overview
Navigate a workbook
Collaborate with Live Edit in workbooks
Intro to Element Types
Build a workbook
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
Data elements
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
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
Work with hierarchies (Beta)
Create ad hoc calculations
Transpose a table
Write code
Write and run Python code in Sigma
Python method reference
Query
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)
Manage Workbooks
Manage a workbook
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
Manage workbook pages
Workbook page settings overview
Manage workbook page visibility
Add custom page panels to a workbook
Document templates
Create documents from templates
Create and edit document templates
Workbook lifecycle
Workbook lifecycle: explore, draft, and publish
Add context with a document description
View and manage document badges
Workbook versions and version history
Add version tags to workbooks, data models, and reports
Use warehouse views with version tagging
Use input tables with version tagging
Workbook performance
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
Configure data loading (Beta)
Create and manage warehouse views
Manage queries
Examine workbook and data model queries
Override the Snowflake warehouse used by a workbook
Chart
Intro to charts
Build a chart
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
Build a waterfall chart
Area charts
Combo charts
Box and whisker charts
Pie and donut charts
Maps
Create sparklines in a table
Customize a chart
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
Filter
Filter data
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 segmented control
Drill down control
Top N filter
Create and configure a legend control
Create and configure a file upload control (Beta)
Work with controls
Reference control values as parameters
Set control values in a URL using query string parameters
Synced controls
Design
UI elements
Intro to UI elements
Button elements
Image elements
Text elements
Value lists
Workbook formatting
Workbook settings overview
General element formatting
Customize element title
Customize element background and styles
Customize the sort order of data elements
Limit displayed values in a data element
Build apps
About Sigma AI apps
App tutorial: Build an employee feedback survey
Add or collect data
Intro to input tables
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)
Configure data governance options for input tables
Apply data validation to input table columns
Change the data entry permission on input tables
Add system-generated columns to input tables
View input table audit history
Design layouts
Intro to layout elements
Use containers to organize workbook layouts
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 popovers to simplify a workbook interface
Use the navigation element to guide user exploration
Use forms to streamline user data entry
Add logic and interactivity
Intro to actions
Create 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
Configure actions
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
Build reports
Reports overview
Tutorial: Build and export a sales report
Build and customize reports
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
Share and export reports
Interact
Ask questions of data with AI
Ask natural language queries with Sigma Assistant
Ask a question about a data source table
Interact with AI tools
Use the Sigma MCP Server
Install skills for AI assistants
Interact with workbooks
Create and interact with custom views
Create and share saved views
View column details
Find a specific value in a table or input table (Beta)
Choose your Snowflake role for an OAuth connection (Beta)
Keyboard shortcuts: Mac OS
Keyboard shortcuts: Microsoft Windows
Interact with charts
Drill down into data
View underlying data
Explain charts with AI
Highlight chart values
Collaborate in workbooks
Use comments in workbooks
Capture and annotate images in comments
Search for content in your organization
Manage authentication
Set up an app for two-factor authentication
Refresh your connection sign-in sessions
Share
Share a workbook, data model, or report
Share a folder
Share templates
Share document templates
Share and accept cross-org document templates
Send or schedule workbook exports
Export data
Schedule a conditional export or alert
Download workbook data
Export to email
Format an email message
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
Manage scheduled exports
Configure additional options for exports
Manage scheduled exports
About exporting data
Download and export limitations
Calculate
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
RegressionIntercept
RegressionR2
RegressionSlope
StdDev
Subtotal
Sum
SumIf
SumProduct
Variance
VariancePop
Array functions
Array
ArrayCompact
ArrayConcat
ArrayContains
ArrayDistinct
ArrayExcept
ArrayIntersection
ArrayJoin
ArrayLength
ArraySlice
RaggedHierarchy (Beta)
Sequence
SplitToArray
Sparkline
SparklineAgg
Date functions
ConvertTimezone
DateAdd
DateDiff
DateFormat
DateFromUnix
DateFromUnixMs
DateFromUnixUs
DateLookback
DatePart
DateParse
DateTrunc
Day
DayOfYear
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
Latitude
Longitude
MakeLine
MakePoint
Perimeter
Within
Join functions
Lookup
Rollup
Logical functions
Between
Choose
Coalesce
If
In
IsNotNull
IsNull
Switch
Zn
NullIf
Math functions
Abs
Acos
Asin
Atan
Atan2
BinFixed
BinRange
BitAnd
BitOr
Ceiling
Cos
Cot
Degrees
DistanceGlobe
DistancePlane
Div
Exp
Floor
Greatest
GreatestNonNull
Int
IsEven
IsOdd
Least
LeastNonNull
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
RegexpCount
RegexpExtract
RegexpMatch
RegexpReplace
Repeat
Replace
Reverse
Right
RPad
RTrim
SHA256
SplitPart
StartsWith
Substring
Trim
Upper
UrlPart
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
VisibilityLimit
Operators overview
Use AI with formulas
Perform AI queries
Metrics
Use metrics in a workbook
Custom functions
Create reusable custom functions
EMBED
Intro to embedded analytics
Migrate to JWT-signed secure embed URLs
Public embedding
Create and manage a public embed
Secure embedding
Create a secure embed
Generate embed client credentials
Manage access to a secure embed
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
Advanced data security in embeds
Restrict access to data in embedded content
Embed Sigma Assistant
Additional embedding configurations
Implement inbound and outbound events in embeds
Inbound event reference
Outbound event reference
Manage iframes for embeds
Configure a shareable link for an embed
Embed SDK for React
Sigma Tenants (Beta)
Create and manage tenant organizations (Beta)
Deploy content to tenant organizations (Beta)
Sigma Tenants deployment use cases and examples (Beta)
Deploy content from one tenant organization to one or more tenants (Beta)
Deploy content from a parent organization to one or more tenants (Beta)
Manage content deployed in tenant organizations (Beta)
Embed content from a tenant organization (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
Configure plugins to work with actions
Build from code
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 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
Admin
Administer Sigma
Users and teams
Invite new users to your organization
Manage Users with User 360
Guest User Accounts
Impersonate users
Deactivate users
Teams
Create and manage teams
Manage team members
Manage team admins
Manage workspaces
Permissions
Data access overview
Manage access to data and connections
Folder and document access
Configure user attributes
Account type permissions
Account type and license overview
Create and manage account types
Basic explore vs. Full explore
View license utilization
Respond to account upgrade requests
Authentication
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
Customer-managed keys
Set up customer-managed keys
About using customer-managed keys in Sigma
Using multiple identity providers for your Sigma organization
Third-party integrations
Manage dbt integration
Configure a dbt Semantic Layer integration
Manage Slack integration
Manage Microsoft integration
Organization settings
Configure AI features for your organization
Configure a warehouse-hosted model as AI provider
Configure an external AI provider
Configure a usage dashboard for Sigma Assistant
Notice for enabling AI-enabled features in Sigma
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
Customize
Set up custom home pages
Upload custom fonts
Create and manage workbook themes
Customize welcome and invite emails
Customize email branding
Localize
Change the account time zone
Manage organization locale
Manage organization translation files
Manage assets
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
Configure API credentials and connectors in Sigma
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
Manage storage
External storage integration
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
Audit and usage
Usage overview
Audit log
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
Develop
Register a Plugin with your Sigma Organization
Register a Sigma Plugin Dev Playground
Support
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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Workbook analysis
Updated 9 months ago
About Sigma
