IMPORTANT: This document is specific to Sigma dashboards. We recommend trying out Sigma’s new Workbooks feature instead.

Easily share the analysis you’ve created in your worksheets through a custom Dashboard. Insert your custom visualizations from your worksheets, create custom filters so your peers can explore the data directly on the dashboard, and set how often a Dashboard refreshes.

Create a Dashboard

  1. Click the plus button in the left hand navigation panel.
  2. Select Dashboard from the Create New dropdown menu.
  3. Screen_Shot_2020-10-28_at_10.20.26_AM.png
  4. You will be taken to the new dashboard page and presented with a variety of initial dashboard layout templates.
    Click to select one of the options, or click 'create your own' to start from scratch.
    Screen_Shot_2020-10-28_at_10.27.24_AM.png
  5. A new Dashboard will be created using the layout option you selected.Screen_Shot_2020-10-28_at_10.25.38_AM.png
  6. [optional] Name the Dashboard by double clicking on the title in the Dashboard header.
  7. Hover and click on elements to begin adding visualizations, images, text, etc.
    Learn more about Dashboard Layouts.
  8. When you're finished editing, click the Publish button in the upper right hand corner to publish your dashboard.

 

Related Resources

Dashboard Layouts
Dashboard Controls
Dashboard Settings
Adding Visualizations to a Dashboard
Converting Old Dashboards to New Dashboards

 

IMPORTANT: This document is specific to Sigma dashboards. We recommend trying out Sigma’s new Workbooks feature instead.