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.
In a Sigma workbook, you can use historical time series data to predict and visualize future values and trends. This feature enables Sigma users to leverage Snowflake’s forecasting ML function without requiring prior SQL knowledge.
When a workbook action is configured to set a control value on click in a visualization element, clicking on the white space outside the chart now clears the control value as expected.
Workbook actions triggered from interactions with tables which have columns that either do not have a type or an error type now run as expected.
When users send a request to their admins for a tag to be applied to their workbook, the resulting email notifications now use custom branding settings configured for the organization.
Team provisioning for SAML SSO is now supported. Team assignments for a SAML user are synced when logging into Sigma. See Single sign-on with SAML.
Search and discovery
Send bug reports from error messages
For select errors, you can now send a bug report from a link in the error message.
Workbook elements
Customize element styles in a workbook layout (Beta)
You can now customize the styling of data elements such as tables, input tables, visualizations, and UI elements. Add or remove padding, change the corner style, add a border, and change the text alignment for text elements.
Set default styles in an organization theme, customize styles for an entire workbook in the workbook settings, or style individual elements.
You can now copy cells, rows, and columns in pivot tables to your clipboard.
Highlight the selected row for the pivot table
When you select a cell in a pivot table, the corresponding pivot row is highlighted.
Updated Geography map visualization
The Geography map visualization now uses Mapbox. The Point and Region map visualizations already use Mapbox.
As part of this change, the default zoom of your map might be different. Use the Pin viewport option on a map to persist the desired zoom level.
Workbook features
Make actions conditional (Beta)
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.
The Administration portal now includes an Account > General Settings > Audit Logging section that supports the following self-serve features:
Sigma Audit Logs: Enable audit logging by activating the Sigma Audit Logs connection.
Create, update, or delete an Audit Logs Storage Integration: Add, update, or delete a cloud storage integration specifically for exporting audit log data to AWS, Azure, or GCP
Audit logs functionality also has improved SLIs for data freshness and delivery. Fresh event data is available within an hour 99.9% of the time, and new audit log events are available at least once 99.9% of the time.
The Embed SDK for React offers a developer-friendly interface that simplifies integration into applications. Developers can access detailed installation and usage guides on Github.
Write, correct, and explain formulas using the AI formula assistant (Beta)
Sigma’s formula assistant uses AI to write new formulas, correct formula errors, and explain existing formulas applied to elements in workbooks and data models. These AI capabilities can help enhance productivity and accuracy, ensuring you get the most out of custom calculations and available functions.
You can now format the alignment of a segmented control. Align the control to the left or right, or stretch the control to the full width of the control element.
Expanded text formatting options for conditional formatting
When you apply conditional formatting to a table or pivot table, you can format the style of the text. Conditionally apply underline, italics, or a specific text color to text.
Workbook features
Updated workbook theme colors and settings
The colors used for organization and workbook themes have been updated, and there are new settings to override the canvas color or element background color for a workbook theme.
Workbooks using existing themes have been migrated to the new colors. As a result, existing theme colors might have an override canvas color or override element background color already set. If your workbook does not look as expected, review the following known issues and workarounds:
If your background is no longer white or black, set override colors for both the Canvas and Element.
If your workbook is oddly pastel and bright, adjust the Surface color. Open the color picker and drag the color picker to the bottom of the color field.
If your workbook has a tinted color instead of gray, adjust the Surface color. Open the color picker and drag the color picker all the way to the left of the color field.
If your theme was originally based on a preset theme, reapply the preset and adjust the Primary color.
If the colors in your workbook appear overly saturated, adjust the Theme colors to use less saturated colors.
Specify the sort order of null values in a pivot row or pivot column using custom sort. Choose from the default option, which mimics your data warehouse sort order for null values, listing all null values first, or listing all null values last.
Authenticate Databricks connections with OAuth (Beta)
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.
The ArrayIntersection function compares two arrays and returns an array of all overlapping elements, without duplicates. The function is now supported for BigQuery, Snowflake, and PostgreSQL.
Manage upgrade requests in the Administration portal (Beta)
Admins can now view and respond to account upgrade requests in the Administration portal. When a user requests an upgrade to their account type to explore or create workbooks, an admin can review the request in the Administration portal. Admins still receive emails about these requests.
Update or delete audit log storage integrations (Beta)
You can now update or delete your audit log storage integration without assistance from Support. Use the Administration portal to change or delete the integration destination.
If you use these endpoints, update your API requests to include the limit query parameter to return a paginated response. Requests without the limit parameter now return a paginated response of the default page size (50).
Reorganized API endpoint documentation
The API endpoint documentation is now organized in logical subsections to make endpoints easier to find and use.
Embeds
Configure shareable links for secure embeds
You can now create shareable links with your own domain name that enable your embed users to share embeds of entire workbooks with other users. In addition, you can use the new workbook:sharinglink:update JavaScript event to make the link available though the embed menu, embed footer, and scheduled export email notifications.
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.
Expanded options to hide or show totals in pivot tables
You can hide or show totals in a pivot table using the Element format menu, or by right-clicking the column totals that you want to hide and de-selecting Show totals in the menu.
The Swap workbook datasources endpoint (POST /v2/workbooks/{workbookId}/swapSources) now includes the swapTables and paths options.
Set the swapTables option to true in your request to change all tables in the workbook to use the new connection.
Use the paths option to specify connection paths to map from the original connection to the new connection. For example, to swap a workbook connection from DB1.ExampleSchema to DB2.SampleSchema, use this option.
New query parameter for List workbooks endpoint
The List workbooks endpoint (GET /v2/workbooks) now includes the excludeTags query parameter. Set excludeTags to true to improve query performance in cases where you do not need version tag information in the response.
Workbook features
New option for Export to email workbook action
By default, the Export to email workbook action now runs as the user who performs the action instead of as the recipient of the email. You can optionally select to run as recipient instead.
