This document applies to organizations that onboarded after the November 1, 2022 release of Live Edit or have since upgraded to workbooks with Live Edit capability. If Live Edit isn’t enabled for your organization, see Workbook modes overview (legacy).
Sigma features three workbook modes (View, Explore, and Edit) that provide different levels of access and interactions within a workbook. Each mode is designed to help you perform specific tasks depending on your objectives and permissions.
|Allows you to view a published version of a workbook (the version labeled “Published” and all tagged versions)
|Provides an isolated environment that allows you to perform unrestricted ad hoc analysis without affecting saved or shared versions of a workbook
|Provides a draft environment with full-scope analytic functionality that allows you to perform and save an individual or collaborative analysis
|Recommended when you need to review a workbook without performing additional analysis
|Recommended when you need quick answers to specific business questions, but you don’t need to save the analysis for future use or sharing
|Recommended when you need to build reports and publish them for future use or sharing
|Account type requirement
|View workbooks permission enabled
|Explore workbooks permission enabled
|Create, edit, and publish workbook permission enabled
|Can view, Can explore, Can edit, or Owner
|Can explore, Can edit, or Owner
|Can edit or Owner
The following table breaks down the workbook access control model that governs what you can do in each mode.
|View and sort aggregated underlying data
|View, filter, and sort unaggregated underlying data
|View element data source
|Download element data2
|Add/view element comments
|Refresh element data
|Create child element
|Use existing controls (filters, parameters)
|Export workbook page2
|Refresh workbook data
|Add/view workbook comments
|Create content (pages, elements, layouts)
|Modify content (pages, elements, layouts)
|Delete content (pages, elements, layouts)
|Create input tables
|Add AI-generated input table columns
|Edit existing input table columns3
|Edit workbook layout
|View and change workbook data source
|View custom SQL logic
|View the workbook lineage
|View hidden workbook pages
1 When Version tagging is enabled, users with Can view or Can explore workbook permission are granted access to all versions or specified tagged versions only.
2 Exporting workbook pages requires Export permission in the user’s assigned account type.
3 Editing existing input table columns in View and Explore mode requires the input table's data entry permission to be set to the workbook's published version. Users must also be assigned an account type with the Explore Workbook permission enabled, and they must have Can explore or Can edit workbook permission.
Updated about 1 month ago