API

New endpoint to duplicate a version tagged workbook

The following endpoint to duplicate a version tagged workbook is now available:

• Duplicate a tagged workbook (POST /v2/workbooks/{workbookId}/tag/{versionTag}/copy)

New endpoint to retrieve the full path for a table

The following endpoint to retrieve the full path to a table in a connection is now available:

• Get connection path for a table (GET /v2/connections/paths/{inodeId})

New endpoints to get document sources

The following endpoints to get the source of a workbook or get the source of a dataset are now available:

• Get workbook source (GET /v2/workbooks/{workbookId}/sources)
• Get dataset source (GET /v2/datasets/{datasetId}/source)

New endpoints to manage API credentials

The following endpoints to create and delete API credentials are now available:

• Create API credentials (POST /v2/credentials)
• Delete API credentials (DELETE /v2/credentials/{clientId})

Embeds

Test JWT-signed embed URLs in the embed sandbox

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.

For more details, see Test an embed URL in the embed sandbox.

Data modeling

dbt Semantic Layer integration (Beta)

You can now configure and query a dbt Semantic Layer integration, allowing you to leverage your predefined dbt metrics in Sigma workbooks.

For more information, see Configure a dbt Semantic Layer integration (Beta) and Query a dbt Semantic Layer integration (Beta).

Workbook features

Configure workbook actions in sequences (Beta)

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.

For more information, see Configure actions in sequences (Beta).

Make actions conditional (GA)

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.

See Make an action conditional.

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.

See Clear a control value.

Schedule exports as an email burst (Beta)

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 (Beta).

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.

Admin

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:

• Create a user attribute (POST /v2/user-attributes)

Workbook elements

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:

• Intro to input tables
• Create new input tables
• Edit existing input table columns
• Configure data governance options in input tables

Organize workbook layouts with containers (GA)

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.

See Organize workbook layouts with containers.

Bug fixes

• In the embed sandbox, the verification of the URL signature no longer fails when the user attribute name contains spaces.
• The Embeds page in the Administration portal now allows searching for embeds by URL.
• Tables now auto-scroll as expected when holding the Shift key and using the arrow keys to expand or contract the previous selection.
• Users no longer see incorrect “Permissions denied” errors on workbooks with custom page visibility.

API

New parameter for Tag a workbook endpoint

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.

For more details, see Create a trellis chart with multiple series (Beta).

Bars in combo charts support color by category (Beta)

If your combo chart includes a bar chart, you can add a column to split the color of the bar series by category.

For details, see Configure a chart color by category (Beta).

Bug fixes

• 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.

Embeds

Improved data source selection UI in embeds

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.

For more information, see Create a data element.

Workbook features

Restore a workbook to a previous change

You can now restore a workbook to a previous change in the edit history for a draft or previously published version.

For more details, see Workbook versions and version history.

Bug fixes

• 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.

Embeds

New inbound events in embeds

Use two new inbound events, workbook:bookmark:delete and workbook:bookmark:select to display, clear, or delete bookmarks.

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

Workbook features

Updated file names for scheduled element exports

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.

Admin

Updated and new permissions for exports

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.

For more details, see License and account type overview.

Workbook elements

Improved pivot table performance

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.

See Send or schedule workbook exports for details on supported file types.

API

New API rate limit

The v2/auth/token endpoint is now rate limited to one request per second.

See Get started with the Sigma REST API.

Functions and calculations

Create time series forecasts (Beta)

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.

See Create time series forecasts (Beta).

Bug fixes

• 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.

Admin

Team provisioning for SAML SSO

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.

See Customize element background and styles and Workbook settings overview.

Copy pivot table contents

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.

See Make an action conditional (Beta).

New version of plugins available

Enhancements include:

• Plugins can now trigger actions in other workbook elements.
• User-defined functions can now be called in plugins through workbook actions.
• Paginated data fetching, allowing you to fetch more than 25,000 data points.
• Warning messages if configuration items are passed into functions/hooks before they are registered.

Developers can access detailed installation and usage guides on GitHub.

Admin

Self-serve audit logging features (GA)

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.

For more information, see Enable audit logging and Create, update, and delete an audit logs storage integration.

API

New workbook bookmarks API endpoints

The following endpoints to work with bookmarks in workbooks, including version tagged workbooks, are now available:

• List bookmarks in a workbook (GET /v2/workbooks/{workbookId}/bookmarks)
• Add a bookmark to a workbook (POST /v2/workbooks/{workbookId}/bookmarks)
• Get a bookmark (GET /v2/workbooks/{workbookId}/bookmarks/{bookmarkId})
• Update a workbook bookmark (PATCH /v2/workbooks/{workbookId}/bookmarks/{bookmarkId})
• Delete a bookmark from a workbook (DELETE /v2/workbooks/{workbookId}/bookmarks/{bookmarkId})

The same endpoints are available for tagged workbooks:

• List bookmarks in a tagged workbook (GET /v2/workbooks/{workbookId}/tags/{tagName}/bookmarks)
• Add a bookmark to a tagged workbook (POST /v2/workbooks/{workbookId}/tags/{tagName}/bookmarks/)
• Get a bookmark in a tagged workbook (GET /v2/workbooks/{workbookId}/tags/{tagName}/bookmarks/{bookmarkId})
• Update a bookmark in a tagged workbook (PATCH /v2/workbooks/{workbookId}/tags/{tagName}/bookmarks/{bookmarkId})
• Delete a bookmark from a tagged workbook (DELETE /v2/workbooks/{workbookId}/tags/{tagName}/bookmarks/{bookmarkId})

New response output for List templates shared with your organization endpoint

The entries array includes one additional property in the response for the List templates shared with your organization (GET /v2/shared_templates/shared_with_you) endpoint:

• createdAt: When the template was shared with your organization

New endpoint for workbook version history

The following endpoint for retrieving the version history of a workbook is now available:

• Get version history for a workbook (GET /v2/workbooks/{workbookId}/version-history)

Embeds

Embed SDK for React (Beta)

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 (Beta) or follow this QuickStart for an in-depth guide to using the SDK.

Functions and calculations

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.

For more information, see Use AI with formulas (Beta).

Workbook elements

Format segmented control alignment

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.

For more details, see Create and configure a segmented control.

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.

See Theme settings for more details. For further assistance, contact Sigma Support.

Specify color palette with hex codes

To more precisely specify the visualization color palette for your workbook, you can specify a custom color palette with hex codes.

See Workbook settings overview.

Custom sort null values in pivot tables

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.

For more details, see Customize the sort order of data elements.

Bug fix

• When tagging a version of a workbook that contains only input tables, you can now swap data sources successfully.

Admin

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.

See Configure OAuth with Databricks (Beta).

Functions and calculations

ArrayIntersection function

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.

See ArrayIntersection.

SHA256 function

The SHA256 function transforms text input into a 256-bit hash value. The function is supported for all databases except for PostgreSQL.

See SHA256.

Bug fixes

• Insert row action (beta) now prohibits row insertion into tables with protected columns.
• Modifying the permissions for a nested folder that inherited its permissions from the parent folder no longer affects the parent folder permissions.
• Tagging a workbook after removing a version tag no longer results in an error indicating "Failed to tag workbook, $workbookname$ is archived."