Create a workbook

Workbooks are a Sigma document type designed to support both ad hoc data exploration and complex long-term reporting. The 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 document shows how to create a new workbook. For more information see Workbooks overview.

Content

Create a workbook
     ... from the navigation panel
     ... from a data source
     ... from a template
     ... from an existing workbook
Related resources

Requirement

To create new workbooks and explorations, you must be assigned the Creator, Admin, or custom account type with the appropriate permissions.

Create a workbook or exploration

... from the navigation panel

To create a workbook or exploration from the navigation panel: 

  1. In the left navigation panel, click + Create New.
  2. Select Workbook from the dropdown menu. Sigma creates and redirects you to a blank new workbook. 
    Screen_Shot_2022-02-02_at_10.26.55_AM.png
  3. Explore your data in the workbook. 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 Explore. Sigma 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, and more.
  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. For more information see Create workbooks from 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.
    Sigma opens the Save a Copy modal.
  3. (Optional) Enter a new Name.
  4. (Optional) Select a Destination.
  5. Click Save.

Related resources

 

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