Create a workbook

Workbooks are a Sigma document type designed to support both ad hoc data exploration and complex long-term reporting. Creating a workbook allows you to add data, UI and control elements, customize your workbook layouts, add charts, build data apps, add embedded analytics, and more.

Unpublished workbooks are referred to as “explorations”.

This document covers how to create a new workbook or exploration. For a conceptual overview of workbooks, see Workbooks overview. For more details about using and navigating a workbook, see Navigate a workbook.

User requirements

• To create a workbook or exploration, you need the Create, edit, and publish workbooks permission. See Account type and license overview.

Create a workbook or exploration

You can create a workbook or exploration from several places:

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Explorations can be accessed from the Sigma home page for 30 days after creation. See Recent > Explorations.

Create from the Sigma home page

1. Select Create New, then select Workbook. A new exploration appears.
2. After making your changes, select Publish to save the exploration as a workbook.

Create from a data source

You can create workbooks from data sources (such as tables from your data platform):

1. From your data source, select Explore. A new exploration appears.
2. After making your changes, select Publish to save the exploration as a workbook.

Create from an existing workbook

You can create a copy of an existing workbook:

1. From your desired workbook, select the document menu.
2. Select File > Save as a new workbook.
3. Enter a name for the workbook and select Save.
4. After making your changes, select Publish to save the exploration as a workbook.

Create from a template

Templates allow you to reuse and share specific workbook structures for quick and consistent reporting. See Create workbooks from templates.