Create a Workbook or Exploration

Workbooks are a Sigma document type designed to support both ad hoc data exploration and longterm complex reporting. Their visual approach to data interaction, coupled with their collaborative interface, aims to make live data accessible for everyone in your organization. 

Unsaved workbooks are referred to as explorations.

This article will show you how to create a new workbook. For an introduction to Workbooks, visit Workbooks: An Overview (New)

Summary of Content

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

Requirements

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

Create a Workbook or Exploration

... from the Sigma Navigation Panel

  1. Click the + Create New button in your left navigation panel.
  2. Select Workbook from the dropdown menu.
    Screen_Shot_2022-02-02_at_10.26.55_AM.png

    This will create and redirect you to a blank workbook. 
  3. Explore your data using the workbook interface. You can add data elements, create calculations, create controls, etc. 
  4. To save your exploration as a workbook for later use, click Save As in the top right corner of the page.
    Screen_Shot_2022-02-02_at_10.30.59_AM.png

... Directly from a Data Source

  1. Open the data source (warehouse table or Sigma dataset).
  2. Click the Explore button, located in the top right corner of the page.
    Screen_Shot_2022-02-02_at_10.33.19_AM.png
    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. To save your exploration as a workbook for later use, click Save As in the top right corner of the page.Screen_Shot_2022-02-02_at_10.30.59_AM.png

... from a Template

Workbook templates are a Sigma document type that allows users to templatize and share workbook structures for quick and consistent reuse. Visit Create Workbooks from Templates to learn how to create workbooks and explorations from existing templates.

Related Resources

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