Intro to Building Visualizations

Visualizations are a subset of workbook data elements. Like tables and pivot tables, they are build directly from a data source and update in response to changes in that data source or its source(s). Each workbook can contain multiple data elements derived from a variety of data sources. 

Summary of Content

Visualization Types
Create a Visualization
Switch Between Visualization Types
Expand to a Full Page Detail View
Visualization Formatting
Related Resources

Requirements

  • To create or edit a data element, you must have Can Edit access to the individual workbook.
  • Some exploratory actions are also supported with Can Explore access.

Visualization Types

Sigma supports the following visualization types:

Create a Visualization

Visualizations can be created via the PAGE ELEMENTS section of your workbook's editor panel or directly from an existing data element

Different visualization types support different plot and format options. Some plot options are required, and visualized data will not display on the page canvas until all required plot fields are defined. Please visit visualization-specific documentation to learn more about plotting and formatting your element.

Switch Between Visualization Types

You can switch a visualization element's visualization type (e.g. bar to line) at any time. However, you will lose any plot and format settings that are not also supported by your newly selected visualization type.

Before you start: This action uses the editor panel. If you have not done so already, open the editor panel from either Explore or Edit mode. Learn more

  1. Select the visualization.
  2. In the editor panel, select a new visualization type from the dropdown menu located under  VISUALIZATION.
    Screen_Shot_2022-02-03_at_1.18.29_PM.png

Expand to Focus Mode

All data elements have two interactive view modes: the standard view and the focus view. When an element enters focus view, it expands to take up the entire page canvas. Learn more

 

Visualization Formatting

Every visualization type supports some level of formatting. However, the complexity of available formatting options varies greatly between visualization types. 

To begin editing a visualization's format options:

Before you start: This action uses the editor panel. If you have not done so already, open the editor panel from either Explore or Edit mode. Learn more

  1. In the visualization’s editor panel, click the paintbrush (Screen_Shot_2022-02-03_at_1.34.34_PM.png) button in the workbook sidebar.
    Screen_Shot_2022-02-03_at_1.28.21_PM.png
    This will open the element's format panel.
  2. Click section headers to view and edit their format options.
    Screen_Shot_2022-02-03_at_1.29.36_PM.png 

Related Resources

Workbooks: An Overview
Intro to Data Elements
Intro to Element Types
Data Element Filters