IMPORTANT: This document is specific to Sigma's new Workbooks feature

Workbooks support three element types: control elements (e.g. filters),  UI elements (e.g. buttons and images), and data elements. Data elements are a category of elements that are built directly from a data source. They include tables, pivot tables, and visualizations.

 

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Summary of Content

Data Source Options
Create a Data Element
       ... from a New Data Source
       ... from a Source Already in Use in the Workbook
       ... from an Existing Element [option 1]
       ... from an Existing Element [option 2]
Identify and/or Change an Element's Data Source
Related Resources

Data Source Options

Each workbook can contain multiple elements sourced from a variety of data sources. You can pull in new data sources at any time and are not restricted to a single source per workbook or workbook page. An element's data can be sourced from cloud data warehouse (CDW) tables, Sigma datasets, uploaded CSVs, written SQL, or other workbook data elements. 

Please note: Uploading CSVs and writing custom SQL are features only available to organization Admins and Creators. Learn more about account types.

Upstream Changes have an Impact.

If a data source is modified, any dependent elements may be impacted. For example, if Element B uses Element A as a data source, removing a column from Element A will immediately make that column inaccessible for Element B.

Now what?

Follow the instructions in the next section to create a data element from a new source, a source already in use in the workbook, or an existing element

Create a Data Element

Create a Data Element from a New Source

  1. New workbooks start with their editor panel open to the new PAGE ELEMENTS view. This view will remain open until the first element is added to the page.
    If this view is not already open, click the + icon in the top right corner of the editor panel.
  2. Under the ELEMENTS tab, click to select your desired element type. 
  3. You will now be prompted to select a data source for your new element. Click to open the editor's NEW tab.
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  4. Click to select one of the following options: TABLES and DATASETS, WRITE SQL, or UPLOAD CSV.
  5. You will now be prompted to select a data source using your source type of choice. Follow the prompts on the select a source and click Done
  6. Your new element will appear on the page, and the editor panel will open up to the specific element’s configuration view.
    You may now interact with your new element using the editor panel, toolbar or the element itself.

Create a Data Element from a Source Already In Use in the Workbook

  1. New workbooks start with their editor panel open to the new PAGE ELEMENTS view. This view will remain open until the first element is added to the page.
    If this view is not already open, click the + icon in the top right corner of the editor panel.
  2. Under the ELEMENTS tab, click to select your desired element type. 
  3. You will now be prompted to select a data source for your new element. Click to open the editor's IN USE tab.
    Screen_Shot_2021-05-13_at_2.00.29_PM.png
  4. From the provided list of current in use data sources, select your workbook element, dataset, or warehouse table of choice.
  5. Your new element will appear on the page, and the editor panel will open up to the specific element’s configuration view.
    You may now interact with your new element using the editor panel, toolbar or the element itself.

Create a Data Element from an Existing Element [option 1]

This option creates an element from an existing element via the editor panel. To instead create an element directly from an element tile on a page's canvas, skip down to option 2.

  1. New workbooks start with their editor panel open to the new PAGE ELEMENTS view. This view will remain open until the first element is added to the page.
    If this view is not already open, click the + icon in the top right corner of the editor panel.
  2. Under the ELEMENTS tab, click to select your desired element type. 
  3. You will now be prompted to select a data source for your new element. Click to open the editor's PAGE ELEMENTS tab.
    Screen_Shot_2021-05-13_at_2.04.38_PM.png
  4. Select the element you would like to use as a data source. Elements are organized by page. 
  5. Your new element will appear on the page, and the editor panel will open up to the specific element’s configuration view.
    You may now interact with your new element using the editor panel, toolbar or the element itself.

Create a Data Element from an Existing Element [option 2]

This option creates an element directly from an existing element tile on a page's canvas. To instead create an element via the editor panel, scroll up to option 1.

  1. Open your workbook to the element you would like to use as a data source.
  2. Hover over the element to show its inline toolbar, and click the "Create child element" icon button. Screen_Shot_2021-05-19_at_10.18.37_AM.png
  3. Select the element type you would like to create from the dropdown menu.Screen_Shot_2021-05-19_at_10.24.24_AM.png

Identify and/or Edit an Element's Data Source

Each element's data source is listed at the bottom of the workbook editor panel when the element is selected. Click on the source name to access a full list of its columns, or click on the vertical ••• menu to view, replace or edit the source.

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Related Resources

Intro to Data Elements
Working with Tables
Working with Pivot Tables
Intro to Building Visualizations
Download a Data Element