Summary of Content

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

Create a Workbook

Create a Workbook from the Sigma Navigation Panel

  1. Click the + New button in the left hand navigation panel.
  2. Select Workbook from the Create New dropdown menu.
    This will create and redirect you to a blank workbook. 
  3. Explore your data using the workbook interface. You can add elements, create calculations, create controls, etc. (almost anything possible in a dashboard or worksheet is also possible in a workbook + more).
  4. If you would like to save your workbook for later use, click Save As in the top right corner of the page.

Create a Workbook Directly from a Data Source

  1. Open the table or dataset.
  2. Click the Explore button, located in the top right corner of the page. 
    This will create and redirect you to a new workbook, with your data source’s data added as a table element.
  3. Explore your data using the workbook interface. You can add additional elements, create calculations, create controls, etc. (almost anything possible in a dashboard or worksheet is also possible in a workbook + more). 
  4. If you would like to save your workbook for later use, click Save As in the top right corner of the page.

Create a Workbook from a Template

Workbook templates allow users to templatize and share workbook structures for quick and consistent reuse. Visit Create Workbooks from Templates to learn how to create workbooks from existing templates.

Related Resources

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