Create a Workbook or Exploration

Workbooks are a Sigma document type designed to support both ad hoc data exploration and complex long-term reporting. Their collaborative interface and visual approach to data interaction make live data accessible to everyone in your organization. 

Unsaved workbooks are referred to as explorations and are available in the Recents page for 30 days.

This article shows how to create a new workbook. For an introduction to workbooks, visit Workbooks: An Overview.

Summary of Content

Create a Workbook
     ... from the Sigma Navigation Panel
     ... from a Data Source
     ... from a Template
     ... from an Existing Workbook
Related Resources

Requirements

Create a Workbook or Exploration

... from the Sigma Navigation Panel

To create a workbook or exploration from the Sigma navigation panel: 

  1. In the left navigation panel, click + Create New.
  2. Select Workbook from the dropdown menu. This creates and redirects you to a blank new workbook. 
    Screen_Shot_2022-02-02_at_10.26.55_AM.png

  3. Explore your data using the workbook interface. You can add data elements, calculations, controls, etc. 
  4. In the workbook header, click Save As to save your exploration as a workbook for later use.
    Screen_Shot_2022-02-02_at_10.30.59_AM.png

... from a Data Source

To create a workbook or exploration from a data source (warehouse table or Sigma dataset): 

  1. Open the data source.
  2. In the workbook header, click the Explore button. This creates and redirects you to a new workbook with a default table element connected to the data source.
    Screen_Shot_2022-02-02_at_10.33.19_AM.png
  3. Explore your data using the workbook interface. You can add data elements, calculations, controls, etc.
  4. In the workbook header, click Save As to save your exploration as a workbook for later use.Screen_Shot_2022-02-02_at_10.30.59_AM.png

... from a Template

A workbook template is a Sigma document type that allows you to use, reuse, and share specific workbook structures for quick and consistent exploration and reporting. Visit Create Workbooks from Templates to learn how to use existing templates.

... from an Existing Workbook

To create a copy of an existing workbook:

  1. Click the caret button to the right of the workbook title in the header. 
  2. Select Save as.
    This will open the Save a Copy modal.
  3. [optional] Enter a new Name.
  4. [optional] Select a Destination.
  5. Click Save.

Related Resources

Workbooks: An Overview
Intro to Element Types
Intro to Data Elements
The Workbook Lifecycle: Exploration, Drafts & Publishing
Workbook Examples