Manage OpenAI integration

The OpenAI integration allows users of the Sigma Service to access and use OpenAI language models (including GPT-4 and embedding models) for features like Ask Sigma, chart explanations and the formula assistant.¹ You can integrate with OpenAI directly or through Azure OpenAI Foundry.

1 Sigma Computing is continuously working to improve and expand on existing functionality. This document will be updated as new AI features become available.

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The use of AI features is subject to the following disclaimer.

User requirements

The ability to configure the OpenAI integration in Sigma requires the following:

• You must be assigned the Admin account type.

• You must be able to provide the required authentication credentials.

Prerequisites

Before configuring the OpenAI integration, retrieve the authentication credentials from OpenAI or Azure, depending on your chosen integration method (direct or through Azure OpenAI Foundry).

OpenAI credentials (direct)

To integrate with OpenAI directly, your company must obtain, manage, and secure an OpenAI API key. You can retrieve the API key in the API keys section of the OpenAI developer platform.

For more information about your API key, see Best Practices for API Key Safety in the OpenAI documentation.

Azure OpenAI credentials

To integrate with OpenAI through Azure OpenAI Service, your company must have an Azure subscription with access to Azure OpenAI. For each model, you must also provide the deployment ID, endpoint URL, and API key, which you can retrieve from your Azure OpenAI Foundry. To obtain these credentials:

1. Log in to your Azure AI Foundry portal.
2. Select your project.
3. Go to the Models + endpoints page to retrieve your credentials.

For more details of how to find these values in your Azure AI Foundry portal, see Manage models in the Azure AI Foundry documentation.

Add the OpenAI integration

If you’ve retrieved the required credentials, you can authenticate the OpenAI integration to enable AI functionality in Sigma. Refer to one of the following sections based on your chosen integration method.

• Open AI integration (direct)

• Azure OpenAI integration

OpenAI integration (direct)

1. Go to Administration > AI Settings:

   1. In the Sigma header, click your user avatar to open the user menu.

   2. Select Administration to open the Administration portal.

   3. In the side panel, select AI Settings.

2. Locate the OpenAI setting and click Add.

3. In the Edit OpenAI Integration modal, configure the integration:

   1. In the Provider field, select OpenAI.

   2. In the API Key field, enter the OpenAI API key.

   3. Click Save to authenticate.

   When the integration is successfully authenticated, the OpenAI setting displays Remove and Edit buttons, and AI functionality is enabled for your organization.

For more information about Sigma’s AI features, see the related resources at the end of this page.

Azure OpenAI integration

When you integrate with Azure OpenAI, you specify two different model endpoints. The Sigma service supports the following models:

• GPT 4 turbo or later for a language model.
• The text-embedding-3-small embedding model.

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Both models are required to use AI features in Sigma.

To integrate Azure OpenAI models with the Sigma service, do the following:

1. Go to Administration > AI Settings:

   1. In the Sigma header, click your user avatar to open the user menu.

   2. Select Administration to open the Administration portal.

   3. In the side panel, select AI Settings.

2. Locate the OpenAI integration section and click Add.

3. In the Edit OpenAI Integration modal, configure the integration:

   1. For Provider, select Azure OpenAI.

   2. For each model, provide the required credentials:

      • In the Deployment ID field, enter the model deployment name.

      • In the Endpoint URL field, enter the endpoint URL.

      • In the API Key field, enter the Azure API key.

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      If your language model and your embeddings model are in the same project, your endpoint URL and key will be the same for both.

   3. Click Save to authenticate. After you save, Sigma does not display the values of your credentials.

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If you have restricted access to your Azure instance using IP allowlisting, Sigma displays a "Failed to validate" error. In this case, you need to add Sigma's IP addresses to your allowlist in Azure. See Add Sigma IPs to the allowlist.

For instructions on how to add the allowlist in the Azure portal, see Grant access from an internet IP range in the the Microsoft Azure documentation.

When the integration is successfully authenticated, the OpenAI setting displays Remove and Edit buttons, and AI functionality is enabled for your organization.

For more information about AI features in Sigma, see the related resources at the end of this page.

Edit the OpenAI integration

You can edit the OpenAI integration at any time to update the credentials.

1. Go to Administration > AI Settings.

   1. In the Sigma header, click your user avatar to open the user menu.

   2. Select Administration to open the Administration portal.

   3. In the side panel, select AI Settings.

2. Locate the OpenAI setting and click Edit.

3. In the Edit OpenAI Integration modal, edit the credentials as needed, then click Save.

Remove the OpenAI integration

You can remove the OpenAI integration at any time to disable AI functionality within Sigma.

1. Go to Administration > AI Settings.

   1. In the Sigma header, click your user avatar to open the user menu.

   2. Select Administration to open the Administration portal.

   3. In the side panel, select AI Settings.

2. Locate the OpenAI setting and click Remove.

3. In the Remove OpenAI Integration modal, click Remove to confirm.

   After the integration is successfully removed, the OpenAI setting displays the Add button, and AI functionality is disabled for your organization.

Frequently asked questions

How do I request an OpenAI API key from Sigma?

Sigma doesn’t provide an OpenAI API key. To use the OpenAI integration, your company must obtain, manage, and secure its own OpenAI API key.

For more information, see Where do I find my secret API key? in the OpenAI documentation.

How does Sigma secure the OpenAI integration?

Sigma encrypts all data exchanged through OpenAI API interactions.

It’s important to note that Sigma doesn’t retain data exchanged through the API (like data provided through user prompt completions) or control how OpenAI uses it. Your company owns this data and can implement proper measures to safeguard data privacy and security according to its unique requirements.

Is my workbook data used for generative AI features in the Sigma service?

If you initiate an action that uses an AI feature, such as asking AI to write a new formula, a limited amount of data from your workbook may be used as part of a prompt to generate a response. Prompts are provided to the third-party generative AI provider integrated with the Sigma service, in this case, OpenAI. The Sigma service does not contain any generative AI owned or controlled by Sigma Computing.

Does OpenAI store my data or use it to train the AI language model?

No, the OpenAI API only processes user prompts and completions (output). OpenAI doesn’t store your API data or use it to train the language models—unless you explicitly opt in to share your data. If you don’t opt in, your API data isn’t incorporated into the language model ecosystem, and it will never be exposed in AI interactions outside your Sigma organization.

This statement was verified at the time Sigma began supporting the OpenAI integration. Sigma cannot control OpenAI’s policies, which may change in the future. For the most up-to-date information about how OpenAI stores and uses your data, see Enterprise privacy at OpenAI on the OpenAI website.

Can Sigma’s AI capabilities handle large-scale datasets from my warehouse?

Sigma does not use the OpenAI integration to send API requests to your data platform.

Can I restrict access to Sigma’s AI capabilities and limit use to specific users?

Yes, you can enable or disable the relevant permissions for specific account types. See Configure permissions for AI features.