Schedule Exports to Google Sheets or Drive

This article shows you how to schedule recurring workbook exports to Google Sheets and Google Drive.

Summary of Content

Sheets vs Drive
Google Account Authorization
Schedule Exports to Google Sheets
Schedule Exports to Google Drive
Related Resources

Sheets vs Drive

To rewrite over the same Sheet each time the schedule runs, schedule an export to Google Sheets.

To create a new Sheet every time your report is exported, schedule an export to Google Drive.

Google Account Authorization

The first time you schedule an export to Google Sheets, you will be prompted to authorize Sigma to export to your Google Account.

Click Authorize and follow the instructions on your screen. 
After completing authorization, you will be redirected back to Sigma’s scheduler modal. 

Schedule Exports to Google Sheets

Exports to Google Sheets rewrite over the same Sheet each time the schedule runs.

Important: Exports are generated from the workbook's latest published version. Drafted changes are not applied until published.

To schedule exports to Google Sheets:

    1. Click the caret (▼) button next to the workbook title.
    2. Select Schedule exports.

      This opens the Schedule Exports modal.
    3. If this is the workbook's first schedule, click Add Schedule.
      If one or more schedules already exist, click + New schedule.
      This opens a New schedule.
    4. In the Schedule Name field, enter a practical name for the schedule.
    5. Under Destination select Google Sheets.
    6. In the Google Sheet URL field, enter a URL address that points to your target Google Sheet. 
    7. Select your attachment from the Attachment dropdown. 
    8. Select your delivery schedule. To do this: 
      1. In the Repeat by field, select a schedule option: Day/Week, Month or Custom.
      2. In the Timezone field, select a time zone.
      3. Setting a schedule frequency depends on the Repeat by option you selected above.
        • If you selected Day/Week, pick the schedule's day(s) of the week (On days), the Occurrence and time (At).
        • If you selected Month, select the Day of month(1-31) and time (At).
        • If you selected Custom, enter a raw cron string value.Learn more
    9. [optional] Select one or more workbook controls to apply to the exported content.Learn more
      1. In the search box below Controls, search for and select the control by control-id. 
      2. Select the control value(s) to apply to to scheduled export. 
      3. Repeat this step to add additional controls.
    10. [optional] Select your preferred send conditions. Learn more
      1. Under Send, select Always, If there's no data, If there's data, If a condition is met.
      2. Send condition details vary by send selection.
        • If you selected Always, you're all set. Continue to the next step.
        • If you selected If there's no data, select a determining element under In data element.
        • If you selected If there's data, select a determining element under In data element.
        • If you selected If a condition is met, select a determining element under In data element.
          Then select your fill in the blank options under Check If, In Column, and Is. Depending on your selection underIs, you may also need to provide a Value.
      3. [optional] Click Test Condition to confirm if data in the workbook meets your selected condition. Test results appear in line with the button.
    11. Click Create Schedule.

Schedule Exports to Google Drive

Exports to Google Drive create a new Sheet every time the report is exported. Sheets are saved in a folder dedicated to the individual export. 

Important: Exports are generated from the workbook's latest published version. Drafted changes are not applied until published.

To schedule exports to Google Drive:

  1. Click the caret (▼) button next to the workbook title.
  2. Select Schedule exports.

    This opens the Schedule Exports modal.
  3. If this is the workbook's first schedule, click Add Schedule.
    If one or more schedules already exist, click + New schedule.
    This opens a New schedule.
  4. In the Schedule Name field, enter a practical name for the schedule.
  5. Under Destination select Google Drive.
  6. In the Destination Folder name field, enter a folder name for schedule.
    Every export creates a new Google Sheet in the destination folder. Each sheet is auto-named with the following structure: "<Timestamp> - <Sigma Document Name>"
  7. Click Create Folder. 
    This creates the new folder for you. A URL to the folder is displayed. 
  8. Select your attachment from the Attachment dropdown. 
  9. Select your delivery schedule. To do this: 
    1. In the Repeat by field, select a schedule option: Day/Week, Month or Custom.
    2. In the Timezone field, select a time zone.
    3. Setting a schedule frequency depends on the Repeat by option you selected above.
      • If you selected Day/Week, pick the schedule's day(s) of the week (On days), the Occurrence and time (At).
      • If you selected Month, select the Day of month(1-31) and time (At).
      • If you selected Custom, enter a raw cron string value.Learn more
  10. [optional] Select one or more workbook controls to apply to the exported content.Learn more
    1. In the search box below Controls, search for and select the control by control-id. 
    2. Select the control value(s) to apply to to scheduled export. 
    3. Repeat this step to add additional controls.
  11. [optional] Select your preferred send conditions. Learn more
    1. Under Send, select Always, If there's no data, If there's data, If a condition is met.
    2. Send condition details vary by send selection.
      • If you selected Always, you're all set. Continue to the next step.
      • If you selected If there's no data, select a determining element under In data element.
      • If you selected If there's data, select a determining element under In data element.
      • If you selected If a condition is met, select a determining element under In data element.
        Then select your fill in the blank options under Check If, In Column, and Is. Depending on your selection underIs, you may also need to provide a Value.
    3. [optional] Click Test Condition to confirm if data in the workbook meets your selected condition. Test results appear in line with the button.
  12. Click Create Schedule.

Related Resources

Send and Schedule Workbooks

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