Expanded options for actions that set control values
When configuring the Set control value action to update a List values control, the Set control selection to setting allows you to determine whether the action replaces or adds values to the existing control selection. This enhancement brings flexibility to the action in support of list controls that allow multiple value selections.
Custom digit grouping sizes supported
You can now set custom digit grouping sizes for numerical columns, to accommodate variances between number systems.
The Create a member (POST /v2/members) endpoint now returns an error if the email address is not in a valid format.
Improved data label positioning for bar charts. Bar charts that use a label style of Auto see fewer overlapping labels.
The appearance of KPI charts at smaller sizes is improved.
Showing or hiding totals on a grouped table now hides the totals row for the entire grouping level, instead of only removing the total value from the row.
When hiding totals in a pivot table, totals can now be hidden if the pivot values were placed above rows or columns.
Set up materialization to use dynamic tables (Beta)
If your Sigma organization has a Snowflake connection, you can configure materialization to use dynamic tables for materialization. New connections to Snowflake use dynamic tables for materialization by default.
Using dynamic tables enables incremental materialization, because dynamic tables use change tracking to determine which rows have changed, enabling Sigma to update only the rows that have changed instead of rebuilding the entire materialization. If there are no changes in the materialized table, the materialization is not run.
Two-factor authentication (2FA) was enabled by default for all new and existing users that use password-based authentication on December 11, 2024. Users with SAML or OAuth authentication methods (without password options enabled) were not affected.
Permission to restrict workbook data refresh settings
Restrict access to set an automatic refresh schedule for a workbook with a new permission, Set workbook data refresh. Enable the permission for account types associated with a Pro license. See License and account type overview.
Automatic refresh schedules rerun queries in an open workbook, such as when displaying a workbook on a screen viewed without interaction. See Manage workbook refresh options.
Restrict export frequency (Beta)
A new setting allows Sigma admins to restrict the frequency of scheduled exports for their organization. If this setting is enabled, users also cannot set custom cron schedules.
Inbound event for opening or closing export modals in an embed
Use the workbook:modal:toggle inbound event to open or close a modal in an embed. Currently supported modals are the Export modal and the Schedule exports modal.
To simplify design and build an app-like experience in a workbook, add one or more modals. When open, a modal overlays a workbook page, obscuring the background page and enabling a workbook viewer or explorer to focus on specific elements.
Use a modal for a number of use cases, including the following:
Reduce visual clutter by presenting controls and filters in a dedicated modal.
Provide instructions and other information in a modal.
Customize a chart or table drilldown by opening a modal with a filtered table with more details.
Use the SQL editor to build workbooks, datasets, and elements (tables, pivot tables, and visualizations) with custom SQL.
For more information about writing custom SQL in Sigma, see Write custom SQL.
Configure data labels per series on a bar chart (Beta)
If your bar chart or combo chart with bars visualizes multiple series of data, you can configure different data label settings for each series.
Workbook features
Interactive element highlighting
When you’re prompted to select an element from a dropdown list, Sigma highlights the applicable element within the workbook as you hover over element names in the list. This feature helps you locate, identify, and select the correct element.
Workbook action sequences (GA)
Configure an action sequence to run a set of workbook actions in a specific order.
Action sequences ensure user interactions trigger multiple actions in the order necessary to achieve a particular workbook response. Sigma allows you to add and reorder actions within a sequence, move actions between different sequences, and duplicate an existing sequence. You can also configure a condition that determines whether or not a sequence executes.
On OAuth authenticated connections, the Share Workbook modal now displays an expandable list of pending requests for access underneath the Sharing and OAuth information box, instead of an unscrollable list of users.
Sigma no longer returns a "No matching record" error when successfully activating or deactivating a user in the UI.
The GET /v2/templates endpoint now returns all templates the user has access to rather than only the templates they are the owner of.
Improved bar chart presentation for clustered bar charts.
Starting December 11, 2024, two-factor authentication (2FA) via email will be enabled by default for all new and existing users that use password-based authentication. Users with SAML or OAuth authentication methods (without password options enabled) are not affected.
Updated default data label settings for line and area charts
When formatting data labels for line and area charts, a new Auto option is the default. This option displays all non-overlapping labels. The All option displays all labels, even overlapping labels. Existing charts using the default option update to use the new Auto setting.
Bug fixes
The workbook owner’s name and the rename, move, and delete options are now no longer displayed in the embed menu to users who do not have Can edit access to the workbook.
All users with Full explore permissions can now access the Templates page.
Users with access to the Templates page can now list and search all templates and sort templates by name, owner, or last updated date.
When exporting a page or single element embed to PDF with a tag passed as part of the embed URL, the export now uses the tagged version as expected.
Modify element actions now allow you to move or swap metrics on your table or chart.
The Sigma API now supports the use of OAuth override tokens in API calls. These tokens allow you to temporarily use the OAuth permissions of another user when making API calls.
Data models now support adding relationships, which define the join logic for Sigma to use to join the tables. Adding a relationship enables business users to work with related data without needing to perform ad hoc joins, which can help improve performance and reduce costs.
Use actions to trigger outbound embed iframe events
You can now configure an action to send an iframe event from your embedded content to your host application, which can then react to this event with some outcome. For example, you can use these events to add custom tracking, change the UI of your application, or trigger your own application APIs.
Configure actions based on user-selected values in a table or visualization
Action variables allow you to configure how your workbook actions trigger based on the values the user selected within a table or visualization. You can use action variables in any custom formula for an action, including conditions. When referencing these action variables, you can perform all of the usual functions that tables support, such as aggregations, conditions, and lookups.
The clear control workbook action now offers the option to clear controls at four levels of granularity: a single control, all controls in a container, all controls in a page, or all controls in the workbook.
You can now test embed URLs signed with JSON Web Tokens (JWTs) in the embed sandbox. In addition, the embed sandbox now allows users who have been granted embedding credentials to use the embed sandbox even if they are not assigned the Admin account type.
Organize multiple actions into a sequence to run them in a specified order. You can have multiple sequences on a single element, each with an optional condition.
With action sequences, you can:
Ensure that multiple actions on an element execute in the intended order.
Drag and drop individual actions within or between sequences to quickly change the order.
Duplicate entire sequences of actions.
If you previously configured multiple actions on an element, the introduction of sequences places each of those actions in its own sequence by default. If you keep those actions in separate sequences, your configuration is unchanged and the action execution will behave as it did before.
When you define an action for a workbook element, you can now define an optional condition for that action. Customize the trigger behavior of your action based on the value of a control element or using a custom formula.
Reset to last published value when clearing a control with an action
The clear control workbook action now supports a Reset to published value checkbox. Checking this box resets the control value to the last published value. On a tagged version of a workbook, this setting resets to the tagged version's value.
You can send a custom-filtered report to a dynamic list of recipients as a scheduled email burst. Send a workbook, workbook pages, and individual workbook elements as supported attachment types, such as PDF, Excel, or PNG files.
Pivot tables support column-specific custom sort order
You can now quickly sort pivot table columns using the context menu, and specify custom sort orders for specific columns. For example, you can now choose to sort a specific pivot table column by the values in a different column. See the section on Customize the sort order of pivot tables in Customize the sort order of data elements.
Bug fixes
Clicking the More icon associated with a version tag in the Version history menu no longer reloads the page.
In embedded workbooks with themes applied, the theme now applies to the side panel of the workbook as expected.
In pivot tables with multiple pivot columns, centering column headers now centers all headers.
When configuring actions based on “When selecting cells” trigger, holding ⌘ Command (Mac OS) or Ctrl (Windows) on your keyboard to select multiple values or spans of values now correctly passes the discrete values to the action configuration instead of including all cells between the selections.
When multiple action sequences have been configured on an element, Sigma now evaluates the condition of each sequence before beginning any action execution, as expected.
Authenticate Databricks connections with OAuth (GA)
You can now connect to Databricks using OAuth and inherit all security policies from Databricks. Databricks connections authenticated with OAuth allow your users to read data and use write-back features like input tables, warehouse views, materializations, and CSV uploads with their own individual credentials instead of a service account.
See Configure OAuth with Databricks .
API
New endpoint to create a user attribute
The following endpoint to create a user attribute is now available:
Input tables now supported on Amazon Redshift connections (Beta)
Input tables are now compatible with Amazon Redshift connections. These dynamic workbook elements support structured data entry that allows you to integrate new data points into your analysis and augment existing data.
For more information about input tables and how to use them, see the following documentation:
You can add containers to your workbook pages to organize elements on the canvas and visually group elements together. With containers, you can more easily manage layouts and style elements as a group.
The Tag a workbook (POST v2/workbooks/tag) endpoint now supports the isDefault parameter. If you want users that only have access to tagged versions of the document to open this tagged version by default, set isDefault to true.
Infrastructure
Sigma now supports Azure Western Europe region
Sigma is now deployed in Azure West Europe in compliance with EU GDPR. Located in the Netherlands, this deployment gives customers in the EU more control over data storage while enabling compliance with internal policies and external data residency requirements.
Workbook elements
Cartesian charts support trellis by series (Beta)
If your bar, line, area, or scatter chart has multiple series, you can create a trellis chart for each series.
When using the embed sandbox UI in an organization with a high number of teams, the left navigation now loads teams progressively on scroll without throwing a RESOURCE_EXHAUSTED error.
When you specify a text alignment for a row header or column header, all header values are aligned instead of the lowest level header.
Select data sources for workbook elements using a new popover UI. With the new experience, you can search for data sources, review a list of suggested sources, and preview data sources. Preview a data source to review the source data and choose specific columns to apply to the element.
Swapping data sources when promoting a workbook from one tag to another tag now works as expected.
When creating a dynamic title, the type ahead suggestions in the formula bar in the overlay now include the available table columns as well as controls.
When responsive height is enabled in an embedded object, opening a modal in the embedded content now displays the modal at the current scroll position.
For scheduled exports of elements that use dynamic text in the title, the file name now reflects the value of the dynamic text when the export was performed.
Use actions to insert rows into input tables (GA)
Use the Insert row action to insert a row into an input table based on a user’s interaction with another workbook element.
For more information about actions in Sigma, see Intro to actions.
Use workbook actions to set a date range control
The date range control is now a valid target for workbook actions that target controls.
Use cases:
Set different date ranges as segmented control options.
Combine the set date range action with other actions to filter down your data elements to different time periods.
Bug fixes
Copying a single element with a configured action or clicking Copy page on a workbook page containing actions now copies action configurations between elements on the page.
Theme fonts are now applied to all embed modal views.
The Get a team API endpoint now returns an error message when trying to retrieve an unexpected team.
Users can now export from embeds authenticated with client ID and secret when eval_connection_id is set.
When including a PNG file in an scheduled or ad hoc email export, the resulting image now uses the full width of the email body.
Export permissions are now more granular. The Download or Send Now permission is now two permissions, Download and Export to email. The functionality managed by these permissions has not changed, and existing account types have been migrated to use the new permissions.
In addition, the ability to have an export run as the recipient is managed by a new permission, Run exports as recipient.
Pivot tables are no longer limited to 100,000 points of data. In addition, pivot table rows support infinite scroll.
Workbook features
Export any supported format to Google Drive
You can now export one or more workbook elements, workbook pages, or an entire workbook to a new folder in Google Drive. Additional file format types are now supported, such as PDF and PNG.
