Workbook Analysis

Are you ready to dive into ad hoc analysis and/or report building with Sigma Workbooks? Check out the following resources to get started.

Workbooks: An Overview

Workbooks are Sigma’s data exploration and visualization canvas. They are designed to enable any spreadsheet savvy user to learn and use formulas and charting options typically accessible to BI developers. This allows your team to draw insights from practically unlimited amounts of data.

This article will introduce you to workbook basics and direct you to introductory resources.

Workbook Modes: Edit, Explore & View

Workbooks can be accessed in three different modes: Edit, Explore, and View. The mode(s) you have access to on any given workbook depend on the permissions granted to you for that individual workbook. 

This article will introduce you to all three workbook modes. 

Create a Workbook or Exploration

This article will teach you the basics of creating your first workbook.

Intro to Element Types

Workbooks support three element types: data elements, control elements, and UI elements. 

This article will introduce you to the three element types and direct you to introductory resources for each.

Create a Data Element 

Learn about element creation, data sourcing, and editing. Then dive into your data by creating your first data element. 

Intro to Control Elements

Learn how controls can help you (and your reports' consumers) interact with your data. Then create your first filter or parameter.


Workbook Tutorials

Follow our tutorials to discover workbook analysis best practices. 

Workbook Lifecycle: Exploration, Drafts & Publishing

This article will introduce you to the workbook lifecycle, teaching you how to draft and publish your work.

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