Ad hoc data explorations

Explorations are unpublished workbooks that support ad hoc data analysis.

This documentation explains how to create a new exploration and return to an existing one to continue your analysis, share it with other organization users, or save it as a workbook.

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Sigma saves your explorations in the Recent page. You cannot delete saved explorations.

User requirements

To create a new exploration, you must be assigned an account type with the Create, edit, and publish workbooks permission enabled.

Create a new exploration

Create an exploration the same way you create a new workbook. For more information, see Create a workbook or exploration.

Reopen a saved exploration

Reopen a saved exploration to continue your ad hoc data analysis.

1. Go to your Home page.

2. In the navigation menu, select Recent.

3. In the Recent page, select the Explorations tab to view a list of your past explorations.

4. Click the Created on date to open a specific exploration.

Share an exploration

Share an exploration to allow other organization users to contribute to your ad hoc data analysis.

1. Create a new exploration or reopen a saved one.

2. In the exploration header, click the caret () to open the exploration menu, then select Share.

3. In the Share workbook modal, click the Allow access by link toggle to the on position.

4. Copy the provided URL and share with any organization user.

Save an exploration as a workbook

Save an exploration as a workbook to publish it to a specific folder.

1. Create a new exploration or reopen a saved one.

2. In the exploration header, click Save As. You can also click the caret () to open the exploration menu, then select Save.

3. In the Save as modal, publish the workbook:

   1. In the Name field, enter a name for the workbook.

   2. In the Destination section, select the folder where you want to publish the workbook.

   3. Click Save.