Customize element title

Titles allow you to identify individual data elements (visualizations, tables, and pivot tables) and input tables in workbooks. You can customize element titles to provide context, communicate insights, and improve accessibility.

This document explains how to change title visibility, edit the title text, and format the title of individual elements in a workbook.


Contents

User requirements

Default element titles

Show or hide the title

Edit the title text

Element format panel

Inline edit

Customize the title format

Related resources


User requirements

The ability to customize workbook element titles requires the following:

  • You must be assigned an account type with the Edit Workbook and/or Explore Workbook permission enabled.
  • You must be the workbook owner or be granted Can explore or Can edit workbook permission.

Default element titles

Sigma creates default element titles that depend on the element type.

  • Visualizations: Titles are auto-generated based on the metric value and other data attributes applied to the chart properties. Until a user customizes a visualization element title, Sigma auto-updates it whenever chart properties are modified. Once the title is customized, auto-updates no longer apply.
  • Tables: Titles reflect the data source (database table name, CSV filename, or parent element) or type of data integration (custom SQL, join, or union).
  • Pivot table: Titles default to New Pivot Table.
  • Input table: Titles default to New Input Table or New Linked Input Table.

Show or hide the title

Change the visibility of an element’s title.

  1. Open a workbook in Explore or Edit mode and select the element you want to modify.
  2. Select Element format in the side navigation, then click the Title header to expand the section.
  3. To change the visibility of the element title, configure the Show title option:
    • To display the title, select the checkbox.
    • To hide the title, clear the checkbox.

Edit the title text

You can edit an element’s title text in two ways: in the Title section of the Element format panel or directly in the element using inline editing.

The Element format panel allows you to edit the text and format the title, while inline editing enables you to quickly update the text only—without requiring you to navigate outside of the element.

Element format panel

  1. Open a workbook in Explore or Edit mode and select the element you want to modify.
  2. Select Element format in the side navigation, then click the Title header to expand the section.
  3. In the text field, enter the preferred title, then press the Enter key or click anywhere outside the text field to apply the change.

Inline edit

  1. Open a workbook in Explore or Edit mode.
  2. Locate the element you want to edit, then click the title to enable text editing.
  3. Enter the preferred title, then press the Enter key or click anywhere outside the title text field to apply the change.

Customize the title format

Customize the title font weight, size, and color, and determine the title text alignment.

  1. Open a workbook in Explore or Edit mode and select the element you want to modify.
  2. Select Element format in the side navigation, then click the Title header to expand the section.
  3. Use the formatting tools to customize the title as needed:
    Bold Change the font weight. When bold font is applied, the icon displays a gray background.
    Font color Enter a hex value or select an option from the color palette or picker.
    Font size Select a font size (10-48px).
    Alignment Select the text alignment within the element (left, center, or right)


Related resources


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