API

Expanded options for the Add workbook schedule endpoint

The Add workbook schedule endpoint (POST /v2/workbooks/{workbookId}/schedules) now supports options that were previously available only from the UI, such as creating a conditional export, repeating pivot header labels, compressing attachments to a zip file, and specifying control values for the export.

Embeds

New outbound events in embeds

Use two new outbound events, workbook:bookmark:ondelete and workbook:bookmark:onupdate, to communicate and interact between embedded content and the host application.

For more information, see Implement inbound and outbound events in embeds.

Workbook features

Updated application of the On close action trigger for modals

The On close trigger type for modals has been updated to only initiate actions when a user clicks the Close icon or anywhere outside the modal. The trigger no longer applies when the Close modal action is configured for the primary or secondary button.

If you configured actions for the On close trigger that are intended to initiate when a user clicks a button to trigger a Close modal action, you can move the actions to the applicable button trigger.

Bug fixes

  • The Create connection endpoint (POST /v2/connections) and Update connection endpoint (PUT /v2/connections/{connectionId}) no longer fail when creating or updating connections with OAuth. Note that for non-OAuth connections, the API validates that you can connect to the newly created or updated connection with your credentials. In the case of an OAuth connection, this validation step does not apply. Instead, manually validate that you can connect with your OAuth credentials after you create or update the connection.
  • When the value of a grouping key is null, applying the Selection variable to an Open link action no longer returns a null value that opens a blank page.

Admin

Audit logs now available in us-east-1 region

Organizations hosted in AWS us-east-1 are now able to access the Sigma Audit Logs connection, which records data related to user-initiated events that occur within your Sigma organization. The connection is disabled by default, but an Admin user can enable it in the Administration portal.

See Enable audit logging.

API

Swap link sources for datasets

The Swap workbook data sources endpoint (POST /v2/workbooks/{workbookId}/swapSources) now includes the option to swap dataset links. When using the sourceMapping option, the columnMapping option supports specifying a link name and linked column name to swap from one dataset link to another dataset link.

For example, to change the source for a workbook from one dataset link to another, set the fromId and toId to the same dataset ID, but update the fromColumn to the name of the previous dataset link and linked column name and the toColumn to the desired dataset link and linked column:

{
    "sourceMapping": [
        {
            "fromId": "bfa59799-69c7-423d-b965-7319cbfc2ebb",
            "toId": "bfa59799-69c7-423d-b965-7319cbfc2ebb",
            "columnMapping": [
                {
                    "fromColumn": ["Link name", "Missing column name"],
                    "toColumn": ["Link name", "New column name"]
                }
            ]
        }
    ]
}

Workbook elements

Freeze columns in pivot tables

Pivot tables now support the ability to freeze or unfreeze the position of columns.

For more details, see Format column location in a table.

Workbook features

Schedule exports as an email burst (GA)

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.

For more details, see Export as email burst.

Set conditional exports to alert a specific number of times (Beta)

Limit the number of conditional exports by setting the frequency of an export to send only a given number of times per day, per week, or all time.

For example, a conditional export that sends an email when there is data in a table can be set to alert once per day.

Customize chart and formatting color scales (GA)

Create custom color scales to use when formatting chart colors or conditional formatting for tables. Create a custom color scale for an organization theme, workbook theme, or for a specific data element.

For more details, see Add a custom color scale.

Admin

EN-AU now supported as an account locale

You can now set Australian English as your organization’s locale. Setting EN-AU as your organization’s locale will allow EN-AU number formatting, currency, and custom translations to be used as a default across the organization.

See Manage organization locale.

Embeds

Embed SDK for React (GA)

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.

See Embed SDK for React or follow this QuickStart for an in-depth guide to using the SDK.

Filters and controls

Specify date values in controls with Unix timestamps

Date range controls and date controls now accept date values as Unix timestamps (milliseconds since epoch) when setting values with URL query string parameters or from an action.

For example, ?date-control-ID=1738260555.

For more details, see Set control values in a URL using query string parameters.

Performance

Reduced 2FA code expiry times

Two-factor authentication email codes now expire after 5 minutes, instead of 15 minutes.

Inputting invalid SAML RelayState now displays error messages

When a SAML RelayState with invalid origin is entered, an error message is now displayed.

Workbook features

Layout grid is hidden by default

When editing workbooks and data models, grid lines are visible when moving elements and are otherwise hidden.

To show grid lines by default, you can modify the layout settings for a specific workbook. See Layout settings in Workbook settings overview.

Updated trigger type UI

In the Actions panel, action sequences are no longer added and grouped based on trigger type (On select, On change, On click, etc.). Each sequence indicates the trigger type, and you can select a different option from a dropdown when multiple types are available.

Bug fixes

  • When the embed team name contains an apostrophe, the embed sandbox no longer shows an "invalid embed signature" error and loads the embed successfully.
  • When you switch between Secure and JWT mode in the embed sandbox, Sigma now clears the URL field so that you can load the new embed without any error messages.
  • When hidden column values are passed to controls through workbook actions, those columns are now correctly excluded from Excel files.

Admin

Uniquely identify SAML attributes with the Sigma namespace prefix

You can now uniquely identify your SAML attributes by using the Sigma namespace prefix (https://schema.sigmacomputing.com/2025/01/claims). This can be applied to the userRole and userGroups attributes to avoid overlap with other app configurations. For example, the userRole attribute name would look like https://schema.sigmacomputing.com/2025/01/claims/userRole.

See Configure SSO for your Sigma Organization in Single sign-on with SAML.

API

New parameters added for List workbooks endpoint

The List workbooks (GET /v2/workbooks) endpoint now supports two new optional query parameters:

  • The skipPermissionCheck parameter. When set to true, allows the API client to return all workbooks in a Sigma organization, including those not shared with the requesting user. The API client must have admin privileges to use this parameter.
  • The isArchived parameter. When set to true, filters the results to include only archived workbooks.

New userAttributes option for Create a connection and Update a connection endpoints

When adding a Snowflake connection with the Create a connection (POST /v2/connections) or updating one with the Update a connection (PUT /v2/connections/{connectionId}) endpoint, you can use the new userAttributes option to specify a user attribute to dynamically assign the role and the warehouse for the connection.

For more details on dynamic role and warehouse assignment with user attributes, see Configure user attributes on a Snowflake connection.

Infrastructure

Sigma now supports the AWS US East region

Sigma is now deployed in AWS US East (us-east-1). This region, located in Northern Virginia, is the largest AWS region and gives customers on the East Coast lower latency and enhanced performance when connecting to Sigma.

Workbook elements

Renaming visualization to chart

As part of ongoing improvements to UI terminology, references to "visualization" are now consistently updated to "chart".

Workbook features

EN-AU is now a supported locale

Sigma now supports Australian English localization, including date format and currency. You can preview a workbook or set custom translations with EN-AU.

See Manage workbook localization and Manage organization translation files.

Export raw data formats from bookmarks

Export data from a bookmark to a CSV, Excel, or JSON-formatted file.

Bug fixes

  • The Refresh element action now successfully refreshes data for elements on hidden pages.
  • The List columns for a workbook element endpoint (GET /v2/workbooks/{workbookId}/elements/{elementId}/columns) now correctly returns pagination data in the nextPage portion of the response.
  • Scheduled exports that email team members now send to the members of the team when the export is sent, instead of the members of the team when the schedule is added.

Admin

COMMENTS audit log dimension table

The SIGMA_SHARED schema in the Sigma Audit Logs connection now features a COMMENTS dimension table containing information about comment activity on workbooks and elements, including a full transcript, attachments, and mentioned users.

For more information, see the Sigma Shared metadata reference in Audit log events and metadata.

API

Allowlist IP addresses for API access (Beta)

Restrict access to the Sigma API for your organization by adding IP addresses and IP address ranges using CIDR notation to an allowlist. With an allowlist configured, only users making API requests from allowed IP addresses can make successful requests.

For more details, see Restrict API access by IP address (Beta).

Functions and calculations

Get additional formula guidance

When you write formulas in workbooks and data models, additional guidance is now available to help. If guidance is available, a wavy underline appears. Hover over the highlight to see a tip or a warning that your results might not be what you expect, and select Apply formula to update your formula with one click.

Screenshot of the formula bar showing a wavy underline underneath a formula, with a tip indicating a more efficient formula construction.

Workbook elements

Add custom data labels to area, bar, line, scatter, and combo charts

Select one or more columns to add custom data labels to area, bar, line, scatter, and combo charts.

See Display chart data labels.

Customize chart and formatting color scales (Beta)

You can now create custom color scales to use when formatting chart colors or conditional formatting for tables. Create a custom color scale for an organization theme, workbook theme, or for a specific data element.

Bar chart next to a table, showing votes for a lunch option, both with the same pink custom sequential color scale informed by a custom color scale.

For more details, see Add a custom color scale (Beta).

Workbook features

Action trigger configurations for tables, pivot tables, and input tables

Tables, pivot tables, and input tables now support more ways to determine when and how user interaction triggers action sequences:

  • In the When selecting cells in column field, select Any column to trigger an action sequence when a user selects a cell in any column.
  • In the element’s Action panel, click More, then select or deselect Allow keyboard to trigger actions to control whether keyboard navigation within the element can trigger action sequences. When the option displays a checkmark, keyboard navigation and pointer events (e.g., mouse clicks) can trigger the action sequences. When the option doesn’t display a checkmark, only pointer events can trigger them.

💡

Keyboard navigation as a trigger interaction can disrupt the user experience. For example, if the element's action sequences include actions that open links or other workbooks, a user can be unintentionally navigated away from their current task. This can be particularly disruptive if the action sequence can be triggered by selecting a cell in any column.

Consider allowing keyboard navigation to trigger actions only when it facilitates the configured action sequences and is unlikely to interfere with usability.

Option to open workbook templates with actions

When configuring an Open Sigma doc action, you can now select a workbook template as the destination.

Bugfixes

  • You can now select specific tables in a data model when adding or changing data sources for an element.
  • Sigma no longer allows users to create input tables on an OAuth connection when an input table edit log destination is not configured.

API

New options for Add workbook schedule endpoint

The Add workbook schedule endpoint (POST /v2/workbooks/{workbookId}/schedules) now includes two new options:

  • The parameters option, allowing you to customize control values when programmatically adding an export schedule to a workbook.
  • The ownerId option, allowing you to specify a user to own the export schedule.

Workbook elements

Display images in pivot table cells

If your pivot table has a column that contains links to images, such as thumbnail images of retail products, you can transform the column to display the image links as images. You can set images to display in pivot table row, column, or values columns.

See Display linked images in a table or pivot table.

Show or hide all totals in a grouped table

Easily show or hide totals for all levels of a grouped table. Right-click a table cell to open the context menu and select Show all totals or Hide all totals to show or hide totals for all grouping levels of the table.

See Show totals in a grouped table for more details.

Bug fixes

  • When a value in a list control is selected, the display value is now shown instead of the raw value.
  • Formulas with an argument referencing a hidden control (control element on a hidden page) now evaluate successfully, regardless of the reference’s argument position.
  • When entering a table in a SQL query, the autocomplete dropdown now excludes tables that the user does not have permission to view.

Embeds

Inbound event for changing between supported workbook modes in an embed

Use the workbook:mode:update inbound event to change between Explore mode and View mode in an embed.

For more information, see Implement inbound and outbound events in embeds.

Search and discovery

Recover your own deleted documents

Any user can now recover their own deleted documents without the involvement of an admin.

For more information, see:

Workbook features

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.

Screenshot of the action configuration, showing the Set control selection to menu open and "Add to existing selection" being selected.

Custom digit grouping sizes supported

You can now set custom digit grouping sizes for numerical columns, to accommodate variances between number systems.

For more information, see Custom number formats.

Bug fixes

  • 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.

Admin

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.

To set this up for an existing connection, see Connect to Snowflake. For more details, see About materialization.

Mandatory two-factor authentication for accounts

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.

For more information, see Mandatory two-factor authentication for accounts.

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.

See Restrict export recipients and frequency.

Restrict export recipients to the same team (Beta)

A new setting allows Sigma admins to restrict export recipients to the same Sigma team as the user scheduling or performing the export.

See Restrict export recipients and frequency.

API

New endpoint to get dataset sources

The following endpoint to get the sources associated with a dataset is now available:

Embed

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.

For more information, see Implement inbound and outbound events in embeds.

Workbook elements

Add modals to a workbook (Beta)

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.

Modal titled Create Project with 4 input controls for project name, project type, project status, and project due date shown overlaying a workbook page called project status tracker

See Add a modal to a workbook for more details.

Custom SQL editor (GA)

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.

GIF showing a element picker menu for an action with a mouse hover changing between two elements called Returning Users and New Users. As the mouse hover changes, the element with the matching name on the workbook is highlighted.

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.

For more information, see Configure an action sequence.

Bug fixes

  • 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.

Admin

Mandatory two-factor authentication for accounts

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.

For more information, see Mandatory two-factor authentication for accounts.

Set inactivity timeouts (GA)

You can now configure inactivity timeouts to ensure users are automatically logged out after a certain length of inactivity in the product.

For more information, see Set up inactivity timeouts.

API

New endpoint to get version tags for a workbook

The following endpoint to get the version tags assigned to a given workbook is now available:

New endpoint to delete a shared template

The following endpoint to delete a shared template is now available:

Workbook elements

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.

Admin

Set inactivity timeouts (Beta)

You can now configure inactivity timeouts to ensure users are automatically logged out after a certain length of inactivity in the product.

For more information, see Set up inactivity timeouts (Beta).

API

Use OAuth override tokens in API calls

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.

For more information, see Use OAuth override tokens.

Data modeling

Add relationships to data models (Private beta)

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.

For details on creating relationships, including best practices, see Define relationships in data models (Beta).

For details on using related columns in workbooks, see Use related columns in a workbook (Beta).

Embeds

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.

See Create actions that trigger embed iframe events.

Workbook elements

Paste 2,000 rows in input tables on Databricks connections

When populating data in input tables on a Databricks connection, you can now paste up to 50,000 cells at once (2,000 rows and 25 columns).

For more information, see Intro to input tables.

Workbook features

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.

See Use variables in actions.

Clear multiple controls with a single action

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.

See Clear one or more control values.

Bug fixes

  • Emails about failed exports now include the name of the export schedule.
  • The system generated Row ID column can no longer be added to linked input tables.