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 overview

Workbooks are Sigma’s data exploration and visualization canvas. They are designed to enable any spreadsheet-savvy user to 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: view, explore, and edit

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. 

Create a workbook

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 

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

Intro to control elements

Understand how controls can help viewers interact with your data. 


Workbook tutorials

Follow our tutorials to discover workbook analysis best practices. 

Workbook lifecycle: explore, draft, and publish

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

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