Send or schedule workbook exports

Sigma provides a variety of ways to export workbooks and their contents so that you can share them. You can:

• Immediately send an element or workbook to one more destinations:
  • An email list
  • Slack channel
  • Google Cloud Storage from Snowflake connections (Beta)
  • Amazon S3 from Snowflake connections (Beta)
• Set up a scheduled export of an element or workbook to one or more destinations:
  • An email list
  • Slack channel
  • Google Sheets
  • Google Drive
  • Google Cloud Storage from Snowflake connections (Beta)
  • Amazon S3 from Snowflake connections (Beta)
• Immediately send a scheduled export, as it is configured.

The type of exported file depends on the workbook element and/or the destination. See the individual export instructions for what you want to do. Supported types include:

• PDF
• Image
• Excel (raw data)
• CSV (raw data)

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Raw data formats are unsupported if you export a bookmark of a workbook.

There are file size limits for the various exports. See the individual export instructions and Download, export, and upload limitations.

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If you have multiple scheduled exports, it's a best practice to stagger the schedules. Staggering schedules helps to reduce the load on Sigma and on the data warehouse. Admins can refer to the Scheduled Exports page in Sigma to see all the exports for the organization. For more information, see Manage Organization Schedules.

User requirements

The ability to send and schedule workbook exports requires the following:

• To send workbook exports on demand, you must be assigned an account type with the Download or Send Now permission enabled.
• To schedule a workbook export, you must be assigned an account type with the Schedule export permission enabled.
• You must be the workbook owner or be granted Can explore or Can edit workbook permission.

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Additional requirements and permissions might apply depending on the export destination.

Available export destinations

Email

Send or schedule exports (in CSV, Excel, PDF, or image format) to one or more email recipients. See Export to email.

Slack

Send or schedule Slack messages containing workbook exports. For more information, including additional organization and account type permission requirements, see Export to Slack.

Google Sheets or Drive

Send or schedule exports to Google Sheets or Google Drive. For more information, including additional account type permission requirements, see Export to Google Sheets or Drive.

Webhook

Send or schedule exports to other applications through webhooks. For more information, including additional account type permission requirements, see Export to webhook.

Cloud storage

Send or schedule large exports to cloud storage (AWS, Azure, or GCP). For more information, including additional organization and account type permission requirements, see Export to cloud storage.

Send a scheduled export at any time

1. From the workbook menu (), select Schedule exports.
2. Click the More menu to the right of the schedule you would like to send.
3. Click Send Now.
   

Edit or delete a schedule

1. From the workbook menu (), select Schedule exports.
   The Schedule Exports modal opens.
2. Click the More menu to the right of the schedule you want to send.
3. Click Delete to delete the schedule or Edit to make changes to the schedule.
   

Set up a custom delivery schedule

If the default delivery options do not work for your needs, you can set up a custom cron job for delivery time. To enter in the custom cron job, specify the minute, hour, day (month), month and day (week). For assistance writing cron expressions, see crontab guru.

For example, to send a report at 1:05 AM on the first Monday of the quarter, enter:

5 1 * 1/3 Mon

For example, to send a report at 1:30 AM on the first of every month, enter:

30 1 1 * *

Pause a scheduled export

You can manually pause and resume scheduled exports.

1. From the workbook menu (), select Schedule exports.

   The Schedule Exports modal opens.

2. Click the More menu of the Actions column and select Pause.

   

3. In the Status column, the status changes to Paused.

4. To resume an export, repeat the above steps but choose Resume from the More menu.

   

Auto-paused scheduled exports

If a scheduled export fails more than 5 times in 7+ days and therefore none of the exports succeed, Sigma pauses the export and the user receives an email notification. The email notification contains the following message:

Document export failed. Sigma has paused one of your scheduled exports. Please use the below link to the workbook to check details.

You can manually resume the export. The Status column shows Paused with an exclamation point. To resume the paused export, choose Resume from the More menu in the Actions column.

Table and pivot table PDF export formatting

How Sigma handles table and pivot table exports in PDF format depends on whether the workbook is using the legacy layouts or grid layouts:

• For grid layouts, see Compose elements on a page.
• For legacy layouts, see Table and pivot table PDF export formatting (legacy layouts).