Workbook Modes Overview (Legacy)
This document applies to organizations that haven't enabled Live Edit. If your organization onboarded after the November 1, 2022 release of Live Edit or has since upgraded to workbooks with Live Edit capability see Workbook Modes Overview: View, Explore, Edit.
Sigma features three workbook modes (View, Explore, and Edit) that provide different levels of access and interactions within a workbook. Each mode allows specific functionality that depends on your assigned account type and workbook permissions.
Summary of Content
Workbook Accessibility Comparison
User Requirements
| Account type requirement | Workbook permission | |
|---|---|---|
| View mode | View workbook permission enabled | Can View, Can Explore, Can Edit, or Owner |
| Explore mode | Explore workbook permission enabled | Can Explore, Can Edit, or Owner |
| Edit mode | Edit workbook permission enabled | Can Edit or Owner |
Workbook Accessibility Comparison
The following table breaks down the workbook access control model that governs what you can do in each mode.
| View mode | Explore mode | Edit mode | |
|---|---|---|---|
| Version access | |||
|
Published version1 |
 |
|
 |
| Draft version | |
|
|
| Element actions | |||
| Maximize element | |
|
|
|
View, filter, and sort underlying data |
|
|
|
|
View element data source |
|
|
|
| Download element data2 | |
|
|
| Add/view element comments | |
|
|
| Refresh element data | |
|
|
| Copy element | |
|
|
| Paste element | |
|
|
| Create child element | |
|
|
| Workbook actions | |||
| Use existing controls (filters, parameters) | |
|
|
| Export workbook page2 | |
|
|
| Refresh workbook data | |
|
|
| Add/view workbook comments | |
|
|
| Modify content (pages, elements, layouts) | |
|
|
| Create content (pages, elements, layouts) | |
|
|
| Delete content (pages, elements, layouts) | |
|
|
| Edit workbook layout | |
|
|
| View and change workbook data source | |
|
|
| View the workbook lineage | |
|
|
| View hidden workbook pages | |
|
|
| Publish changes | |
|
|
1 If 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 Function requires Export permission in the user’s assigned account type.