What's New in Sigma

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End of December 2022

End of December 2021

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May 17, 2023

Team Admin Privileges

The new team admin privileges are now generally available. Since Beta, Sigma added notifications to a team admin and improved overall usability. For more information see the previous note Assign Team Admin (Beta).

Impersonate Users

The ability for Admins to impersonate users is now generally available. For more information see the previous note Impersonate Users (Beta).

Embed Sandbox (Beta)

The new embed sandbox provides a playground for embedded workbook developers to test your workbooks using different URL parameters and modes. You can experiment and validate before embedding them into your application. Any Admin can use the embed sandbox, and it is now enabled for all organizations.

May 15, 2023

Version Tagging for Input Tables (Beta)

You can now tag workbooks with input tables in them and let users edit data on your tagged workbooks. You can version control the custom insights you've added to your data. Any customer who has version tagging enabled can use this functionality. The tagged version will have a blank copy of the input table with the schema available on the workbook. The data that users enter on the tagged input table persists across future tags with the same version tag. Each tagged version has its own data.

May 11, 2023

New User Welcome Banner Updates

All free trial and new users in existing organizations now see an updated welcome banner. The banner provides links to resources to help users get started.

May 10, 2023

New Grid Layouts (Beta)

With the new grid layout system, all elements are positioned within a series of rows and columns that form a responsive grid structure. This addition of the grid makes it much easier to visualize the space and alignment of elements within a workbook when exploring data alone or collaboratively with a team. You can now drag elements into the canvas to add them, drag elements on top of each other to swap, split, and insert them in a shared space, multi select elements for quick alignment, and much more. The grid layout also comes with a custom mobile layout option where users can either preview the default mobile arrangement of their workbook or create a custom arrangement for when the workbook is viewed on mobile devices. For more information see Compose Elements on a Page (New Layouts Beta).

The new grid layout is available as a Beta for most organizations, if you do not see the Upgrade button in the Workbook Settings, please reach out to your Account Manager for more information.

Added Teams to the User Profile Popup

The user profile popup appears when you hover over a user’s avatar or name. The profile now shows which teams the users belong to, including any private teams to which you also belong. If you are not part of the same private team, you won’t see it listed. If you are part of the same teams, links take you to the team page.

May 4, 2023

Warehouse Views Page (Administration Portal)

The Warehouse Views page in the Administration portal provides a centralized location to review details of all warehouse views created by users in your organization. The page allows you to search for and check the status of specific warehouse views, verify or copy view paths, and reference audit history (i.e., who created a view and when it was created and last updated). You can also determine the location of a view’s source element and navigate directly to that workbook.

For more information, see Review Warehouse View Details.

May 2, 2023

Copy and Paste Elements

Empty input tables and all data, UI, and control elements now support copy-and-paste functionality. The feature allows you to quickly replicate elements and their lineage (if applicable) across different workbooks in the same organization, eliminating the need to re-create existing analytic components from the ground up.

For more information, see Copy and Paste Elements.

May 1, 2023

Embedding Enhancements

OAuth for Embeds

This feature allows embedding customers to enhance authentication security using OAuth. You can pass secure tokens to Sigma that authenticates users into Sigma's embedded analytics to drive granular user permissions. 

Themes

The usage of themes for embedded workbooks has been expanded. Theme colors are now used for the following: 

• Inspector (the left sidebar)
• Lineage menu
• Formula bar
• All modals (prior to this change, only modals accessed through the main body of the workbook would use theme colors).

You can also select any of the Sigma default themes (Light, Dark, and Surface) or themes defined in your org using the <themes> parameter. Use the name of the theme as the value. The value is case-sensitive. For example: Light%20Palette%201. This is a required parameter. 

For more information, see User-Backed Embedding. 

KPI Charts (Beta)

Key performance indicator (KPI) charts highlight single metric values typically used to measure performance or progress toward goals. With Sigma, you can create a KPI chart to summarize the total value of a metric for a specific period, or you can include additional data to compare the metric’s value over time and measure it against a benchmark or target value.

For more information, see Build a KPI Chart.

April 24, 2023

Impersonate Users (Beta)

The Impersonate Users feature provides admins with ability to impersonate a user and view, edit, access Sigma resources based on the user's account type. 

When admins impersonate a user, they can identify and troubleshoot issues that a user experiences from their perspective. This allows admins to resolve problems with greater efficiency so their users can resume work. Admins can also verify what documents the user can access and their corresponding permissions.

For more information, see Impersonate Users. 

Assign Team Admin (Beta)

Admins can assign users, with Creator or Explorer account types, Team Admin privileges. Team Admins can perform the following actions:

• Edit a Team
• Add org members to a team
• Remove members from a team

For more information, see Manage Teams. 

April 17, 2023

Input Tables

Integrate new data points into your analysis and augment existing data with input tables—Sigma's latest addition to workbook elements. 

Input tables support structured data entry to facilitate rapid prototyping, advanced modeling, forecasting, what-if analysis, and more. You can select from two types of input tables to address your ad hoc dat entry needs:

• Empty input tables support data entry in standalone tables independent of existing data.
• Linked input tables support data entry alongside data from Snowflake or other data elements in the same workbook.

Both types allow you to manage the table structure, input cell values, and configure advanced options, including data validation, column protection, data entry permission, and row edit history.

For more information, see Intro to Input Tables.

Workbook Warehouse Views (Beta)

Create warehouse views based on data elements and input tables to simplify queries and retrieve relevant and up-to-date subsets of data directly from your database.

Warehouse views are virtual tables in Snowflake that you can query using Sigma or any other application in your data ecosystem. Instead of storing data in a Snowflake database table, a view saves a SQL statement that expresses specific query logic defined by the data element or input table in Sigma.

When you create a warehouse view, you establish a live link between Snowflake and Sigma. The view references the data element or input table as the source of truth and automatically updates to reflect the most recent version of the element’s underlying data.

For more information, see Create and Manage Workbook Warehouse Views.

Modified Filters and Parameters in Workbooks

You can now use both filters and parameters for workbook controls. As a result, the user interface for creating filters and parameters in a workbook has changed. You no longer have to choose between a filter and a parameter when creating a control.  

The new interface moves this functionality to the TARGETS tab.

For more information see Parameters in Workbooks.

April 14, 2023

Azure Private Link Connections

If your organization runs on azure, you can now securely connect to your data using Azure's Private Link, which allows Sigma to access the data warehouse hosted on Azure via a private endpoint in the virtual network. This not only enhances security during data transit but also improves performance by reducing network latency.

With Private Link, Sigma connects to the data warehouse using private IP addresses, ensuring traffic never leaves the Microsoft network and data remains secure without exposure to the internet. 

Sigma supports connections to the following data warehouses on Azure:

• Snowflake
• Databricks
• PostgreSQL

To learn more about connecting Sigma to your data with Azure's Private Link, see Azure Private Link Connections.

March 8, 2023

Share Modal

You can now share a workbook with everyone in your Sigma organization and set the permission level for the organization on an individual workbook. The following permissions are available:

• Can view
• Can explore
• Can edit

To learn more about sharing workbooks, see Share a Workbook.

March 3, 2023

Embed Parameters

We added three new embed parameters: 

• hide_tooltip- If set to true and a user hovers over a tooltip, the tooltip is no longer displayed. This applies to vega charts (line,bar,area,etc) and map chart marks. This is available for application & user-backed embeds.
• hide_folder_navigation- Is available for <mode=userbacked>. If set to true, it hides the folder navigation options in the bottom left. Available for user-backed embeds. 

  

• hide_sheet_interactions- If set to true, it hides the option to modify a chart or sheet from a dropdown or right-click actions. This hides the sort dropdown on a column header or filter bar access for users of the embedded workbook. Available for application embeds.

To learn more about embeds, see Application Embedding and User-Backed Embedding. 

February 28, 2023

Metrics

Sigma’s Metrics feature boosts your organization’s metrics governance and helps you perform standard calculations with ease and efficiency.

Metrics allow you to create custom aggregate calculations that can be reused across workbook data elements that share a data source (i.e., dataset or connection table). Define metrics at the data source level, then apply them to workbooks to ensure consistent metric logic across tables, visualizations, and pivot tables.

For more information, see Create and Manage Metrics and Add Metrics to Data Elements.

February 24, 2023

Custom SMTP Server (Beta)

Sigma added the ability for orgs to use their own SMTP Server for Sigma generated emails.

This allows you to customize the branding of emails, including the sender & reply-to address and sender name. The branding options provide the capacity for you to create a consistent user experience that enhances your organization's image.

Custom SMTP also offers the benefits below. 

• Email Deliverability: The ability to configure your email server settings, which are optimized for your org's email infrastructure, can improve email deliverability.
• Security Improvement: You control the security of all email data and communications.
• Flexibility: Increases your flexibility & control over your email infrastructure. You can easily modify your email settings and troubleshoot issues as needed.

To learn more about Custom SMTP Servers & Sigma generated emails, see Customize Welcome and Invite Emails.

February 24, 2023

Workbook Materializations (Beta)

We now offer the ability to materialize workbook elements, in addition to datasets. Materialization enhances query performance by allowing your data warehouse to avoid recomputing some or all of the element query every time it’s used.

Workbook materialization is similar to datasets, but offers the following benefits: 

• It allows you to materialize any workbook element (table, visualization, pivot) that can be used as a data source for another element.
• Materializations are used when viewing and editing a workbook. Datasets don't use the materialization in edit mode.
• Workbook materialization offers a smarter refresh when published. Publishing a document only refreshes the materialization if necessary. 
• It offers support for different levels of reference. Grouping levels can be independently materialized. Datasets only materialize at one grouping level.
• It pushes status changes. The workbook viewer is notified of Materialization activity in a new Alerts center (to be integrated with in-app notifications) and toasts.

To learn more about workbook and dataset materialization, see Materialization.

February 21, 2023

Explore Mode

Organizations using workbooks with Live Edit capability now have access to the updated Explore mode.

Like Edit mode, Explore mode enables the following functionality:

• Create, modify, and delete content (i.e., pages, child elements, and layouts)
• Edit the workbook layout
• View, filter, and sort underlying data
• View and change the data source of a workbook or element
• View the workbook lineage
• View custom SQL logic
• Export workbook pages or element data

Unlike Edit mode, however, Explore mode prevents you from saving changes to the open workbook’s draft or published version. This provides an isolated environment that allows you to perform unrestricted ad hoc analysis without impacting saved workbook versions.

Sigma recommends using this mode when you need quick answers to specific business questions, but you don’t need to retain the analysis for future use or sharing.

For information about how to access and use Explore mode, see Explore a Workbook.

PDF Orientation

The Download as PDF button now allows you to specify the PDF output orientation. You can select portrait or landscape orientation and apply it to the current page or entire workbook.

For information about creating a button element, see Create a One-Click Action Button.

February 10, 2023

Audit Logging (Beta)

The Sigma Audit Log is a connection that provides data related to user-initiated events that occur within your Sigma organization. Use the audit log to troubleshoot issues or monitor user activity for security and compliance purposes. You can also explore the audit log as a workbook to analyze how users across your organization utilize Sigma.

Sigma currently logs the following event types (more coming soon):

• User Access
• User Account
• Account Type
• Team
• Connection

For information about how to access the audit log and interpret entry data, see Access and Explore Audit Logs.

February 9, 2023

Version Tagging (Beta)

We are excited to announce that we added the ability to tag workbook versions. This allows you to employ a software development cycle to control workbook versions using tags. For example, orgs can have a development, staging, and production version of a workbook and migrate changes as needed. This allows you to control which workbook versions are viewable by your users. 

One of the benefits of this solution is your org can modify a Development workbook without affecting the experience of your customers who use the Production version. Once you complete your developmental changes, you can easily update the Production version of the workbook.

To learn more about this new feature, see Version Tagging. 

January 31, 2023

Copy and Paste Elements (Beta)

Copy/Paste element actions have been added to workbooks. This allows you to copy an element in one workbook and paste it to a specific location in a different workbook.

For more information, see Copy and Paste Elements.

January 8, 2023

Configure User Attributes on a Snowflake Connection (Beta)

Sigma added the ability to configure two user attributes on your Snowflake connection: Warehouse and Role.

The Warehouse attribute allows you to dynamically change the value of a warehouse based on the user role, which allows you to create separate warehouses for every client and easily monitor the compute costs incurred per client. It provides monetization opportunities by providing separate warehouses for large customers.

The Role attribute provides row-level security using the roles you configured in Snowflake, rather than manually recreating row-level security and security policies in Sigma. This allows you to bypass Oauth to dynamically deploy your Snowflake roles on the connection, in Sigma.

Once you configure either attribute on the connection, you can pass the attribute to external users in an user-backed embed URL.

For more information, see Configure User Attributes on a Snowflake Connection. 

January 5, 2023

Date Range and Number Range Controls

• Date range and number range parameters can now be added to Workbooks as controls. 
• To reference a date range in a formula, add .start or .end to the parameter reference (e.g. [DateRangeParamId].start)
• To reference a number range in a formula, add .min or .max to the parameter reference (e.g. [NumberRangeParamId].min)
• Parameter ranges can also be referenced in custom SQL using ['start'] and ['end'] for dates and ['min'] and ['max'] for numbers.

• Date range controls’ start and end dates can now be defined in workbook URLs (e.g. Analysis%20Time%20Frame=start:prior-year-0,end:2020-04-01T02:00).

December 21, 2022

AlloyDB Connection (Beta)

Sigma added a new data warehouse that Sigma customers can connect to. You can now configure an AlloyDB connection with Sigma. To learn more about configuring an AllloyDB connection, see Connect to AlloyDB.

December 19, 2022

Sankey diagrams (Beta)

Sankey diagrams are now available in workbooks. This visualization type demonstrates the flow and change of data between various stages, categories, and time periods. With sankey diagrams, you can compare the movement and quantity of data across different paths to analyze workflow structure, resource distribution, process efficiency, etc. 

For more information, see Build a Sankey Diagram.

December 8, 2022 

We released two new functions: FirstNonNull and LastNonNull. FirstNonNull repeats the first non-null value of a given column for every row in a column. LastNonNull repeats the last non-null value of a given column for every row in a column. Both functions can be used as either an aggregate or window function. 

December 5, 2022

• We released a new workbook feature: synced controls.
  Synced controls are workbook control elements that have identical, synchronized copies. These copies automatically update in unison as a user changes their values. Synced copies can help maintain context when a control impacts elements across multiple workbook pages. They can also be used to encourage pre-selection of control values before data loads on other pages. Learn more
• We released a new workbook feature: required controls. 
  When you mark a control required, data on the same page doesn’t load until the required control has a selection. Learn more

November 30, 2022

ArrayContains

The ArrayContains function allows you to searches for a specific value in a list (or array). If the value is found in the list, the function returns "True," otherwise it returns "False." 

For more information, see ArrayContains.

November 28, 2022

• We added the option to include multiple attachments in individual sent and scheduled exports. To add an additional attachment to your export, click + Add another attachment.
  Attachment size limits vary by destination.
  
• We added the option to send or schedule an export of all visible pages of a workbook as a single PDF. To use this option, select Entire workbook as an attachment when setting up your export or schedule.
  
  
• Sigma often performs calculations directly in the browser to help reduce the number of queries hitting your warehouse. To help you understand when this happens, we added an option to view workbook browser calculations in the query history. To try this feature, open your workbook’s query history and switch on View browser calculations.
  
  

November 22, 2022

User 360

Sigma now offers admins both a single source of truth for every user in your organization, as well as the ability to take certain actions on a user.  To access this new feature, select a user on the People tab in the admin panel. This launches the new user profile.  From the user profile, admins can take actions on a user, such as:

• View & edit a user's account type
• View user attributes assigned to a user
• View, edit, or add a user to teams
• Upload a profile image

To learn more about User 360, see Manage Users with User 360.

November 4, 2022

We fixed the following bugs:

• Fixed: The Share workbook modal only suggested up to 2 teams at a time. Now, it always displays up to 5 teams and/or members, when available. If there are 3 or more members, we still display at most 2 teams. But if there are less than 3 members, we display more teams.
• Fixed: Long names and email addresses were poorly rendered in the Admin Portal’s Create New API Token or Embed Secret modal.  
• Fixed: In the Admin Portal, refreshing an account types’ details page resulted in the list of members containing members of different account types.
• Fixed: In some cases, the search page’s owner list did not scroll as expected.
• Fixed: In some cases, scheduled exports from embedded workbooks reflected the original workbook’s filter settings, rather than those applied to the embed.
• Fixed: In some cases, users were seeing a Duplicate dataset menu option, despite not having permission to perform the action.
• Fixed: The Recover this document dialog box appeared upon opening old links to deleted cloud data warehouse tables. This option is relevant only to Sigma documents. CDW tables must be managed directly from your CDW

We made the following change:

• The Admin managed Export Authentication feature now uses the terminology “Authorized domains” instead of “Restricted domains.” This is a terminology change only.

November 1, 2022

• Beginning 11/1/2022, all new organizations support shared, live drafts. This new feature is gradually being rolled out to legacy organizations. Organizations Admins will be notified before the change is made. Learn more
  
• We now provide source recommendations for workbook joins. Our recommendations give you quick access to common joins used in your organization. They can be found on the left side of the page under RECOMMENDED SOURCES when you create or edit a join.
  

October 18, 2022

We added the option to include trend lines in visualizations. Trend lines are lines added to visualizations to highlight and predict patterns across multiple values in a set of data.
Trend line configuration is accessible from a visualization’s format panel. Learn more

October 14, 2022

[Beta] We added the ability to integrate dbt jobs with Sigma. You can access the docs & metadata generated from dbt jobs directly in Sigma.
Some of the benefits of this integration are:

• Data freshness: The dbt job execution data is displayed in the Sigma which allows you to verify the freshness of the data. 
• Data quality: You can view dbt quality tests on columns and models in Sigma, which provides a greater degree of transparency into data quality issues. 
• Data cataloging: The dbt table and column descriptions are displayed in Sigma, providing users with additional insights into the data they will explore.

To learn more about integrating dbt with Sigma, see Configure Sigma for dbt.

October 11, 2022

We released 3 new functions for calculating subtotals and percentages of totals in workbook grouping tables, pivot tables and visualizations. 

• PercentOfTotal returns the percent of total for an aggregate formula 
• SubTotal returns the subtotal for an aggregate formula
• GrandTotal the grand total for the given aggregate formula. This function is shorthand for Subtotal(aggregate, "grand_total").
  
  

October 5, 2022

• Fixed: The list of Scheduled Exports in the Administration portal displayed an incomplete list. Admins now see a complete list of scheduled exports. 

October 3, 2022

• In a connection table on the Lineage tab, when you hover over a document icon it now displays the document type.  

 

• Fixed: CSV file upload is now restricted to .csv file types. 
• Fixed: New user accounts created via Company Domain Signup were issued a Creator license type, regardless of the license type set in the Invitation Default field under Account Types.  

September 30, 2022

• We enhanced the Date Range data element filter to improve usability. It's now easier to select relative dates, such as "Last 14 Days" and "Current Month." To access the original date filters, select "Custom" from the dropdown menu.
  
  
  To learn more about data filters, see Data Element Filters.
  
  

September 14, 2022

• Fixed: Pivot tables could not be used as data sources for joins in workbooks.
  
  

September 12, 2022

• We enhanced the admin experience by extending the capacity of bulk actions on the People and Account Types tabs.
  
  
• We added the total selected users and buttons to deactivate or reassign account types.
  
  
• On the People tab, the list of users now loads as you scroll down and the numbers to the right of Account Type show the number of members currently displayed/total number of members.
• We added bulk actions to the detail page for Account Types.
  
• When you add filters to the People page, the filters are displayed in the search bar. Click the X to remove the filter.
  
• We added an option to name individual workbook export schedules. To create or update a scheduled export, open the workbook’s header menu (▼) and select Schedule exports.
  
  
• Fixed: Workbook themes were not applying correctly to element titles and table elements.
  
  

September 10, 2022

• We improved how permission errors are displayed in workbook lineage. Boxes representing elements or data sources with this error are now displayed with a red border.
  
  
• Fixed: In some cases, renaming links caused publishing errors.
• Fixed: In some cases, line chart x-axes started before the first value.
  
  

September 7, 2022

• We added the option to resize multiple table columns at once. To do this, hold down Shift, select the columns, and use the drag handle in the column header to resize.
  

September 6, 2022

• We made Sigma’s default account types editable. To begin editing an account type, open the account type under Administration > Account Types.
  
• Fixed: In some cases, button and image elements set to “Go to top of page” did not behave as expected when clicked.
• Fixed: In some cases, Least() and Greatest() did not return expected results when passed a null value.
  
  

September 1, 2022

• Fixed: New conditional formatting rules set on single value visualizations were not successfully accepting edits. 
  
• Fixed: In some cases, DateAdd() returned incorrect month results when numbers were negative.
  
• Fixed: In some cases, workbook source swapping took longer than expected. This only occurred when a significant number of edits were involved in the swap.
  
• Fixed: Public embeds displayed a button that shouldn’t have been there. This button, Copy URL, is only valid in Sigma, not in embeds.
  
• We improved the usefulness of our Databricks connection errors by displaying warehouse generated errors when relevant and available.
  
  

August 31, 2022

• Fixed: Control values applied to workbooks through their URLs were not applied to  exported PDFs.
  
• Fixed: Two dataset materialization menu options – Copy path and Rename view – were not responding when clicked.
  
  

August 30, 2022

• We added PDF (Landscape) and PDF (Portrait) options to workbook tabs’ caret (▼) menus. To find these options, open ▼ > Export. Previously, there was only one option: Export as PDF.
  
  
• We added PDF (Landscape) and PDF (Portrait) options to elements’ more (•••) menus. To find these options, open ••• > Download.
  
  
• Fixed: In some cases, Date functions did not return expected results when applied to data in Databricks connections. This only happened when the input value was not zero padded (e.g 1-1-2021 wasn’t accepted but 01-01-2021 was).
  
  

August 29, 2022

• Fixed: The clear selection (x) button that was missing for date controls.
  
  

August 27, 2022

• Fixed: Pivot table conditional formatting rules containing a custom formula or referencing a parameter didn’t work for totals / subtotals.
  
• Fixed: Control filter lists with the Show search box setting disabled disregarded it, showing the search box anyway.
  
  

August 26, 2022

• Fixed: In some cases, child elements could not be created from a small subset of existing workbook elements.
  
  

August 25, 2022

• Fixed: In some cases, control filters configured to use a display column instead displayed the control’s source column.
  
• Fixed: The zoom controls (+/-) on workbook lineage pages were broken.
  
  

August 23, 2022

• We added column freezing to workbook tables. Frozen columns are always visible, even when scrolling horizontally through the table. To freeze a column and any columns before it, open the column’s menu and select Freeze up to column.
  
  
• Fixed: In some cases, a CSV uploaded to Databricks from Sigma rendered incorrectly.
  
  

August 22, 2022

• Fixed: Hyperlinks were not applied to pivot table cells when Show Totals was disabled. 
  
  

August 18, 2022

• Workbook themes are now applied to highlighted text in text elements.
• We added datetime support to the Number() function. Pass a date value to Number() to convert it to a number. 
  
  

August 17, 2022

• Fixed: In some cases, previews of updated CSVs did not load correctly in the Replace CSV modal.
• Fixed: Tooltip values in bar charts were not displayed in a logical order. They are now ordered based on the grouping order of the chart’s data. To understand how data is grouped in a visualization from the perspective of a table, expand the visualization to its focus view.
  
• Fixed: The One-Click PDF export button returned an error for user-backed embeds.
  
  

August 16, 2022

• We reworded datasets’ materialization history statuses to be more reader-friendly. 
  
  

August 15, 2022

• Fixed: List filters (include/exclude) briefly displayed dates in their unix/epoch time form, rather than as formatted in Sigma.
  
• Fixed: If exported to Excel, number columns formatted as Pounds (£) in Sigma were displayed as Dollars ($) in the exported file.
  
  

August 12, 2022

• Saved embedded workbooks now trigger workbook:loaded and workbook:variables:onchange JavaScript events.
  

August 8, 2022

• Dynamic text now carries over its formula when copied and pasted into a text element.
  
• Fixed: True/false control filters did not work correctly when their Allow multiple selection option was deselected.
  
• Fixed: In some cases, unions (beta) did not work with aggregated data.
  
  

August 5, 2022

• Dynamic text is now included in the warning message displayed upon attempted deletion of a parent data element. This warning message, which appears only when an element has one or more child elements, lists all elements that may be impacted by its deletion. 
  
  

August 4, 2022

• Elements that have been commented on now include the number of associated comments next to the Comment list item in their more (•••) menu.
  

August 3, 2022

• We added "Deactivated" to the filter on the People tab in the Administration portal. Previously, "Disabled" and "Inactive" were both available.
  
  
• Fixed: Custom plugin queries consistently ran before other data element queries, regardless of placement. This caused a delay in the display of non-plugin elements. Non-plugin elements are now queried before plugins.
• Fixed: Lookups containing any additional custom formula logic were not displayed correctly in their workbooks’ lineage diagrams. This included Rollups.
  
  

August 2, 2022

• [Beta] User-backed embed users can now export a doc to email, slack, or cloud storage before saving their work. 
  
  

August 1, 2022

• You can now copy a data element’s formatting and paste it to another element. To copy or paste a format: select the element, open its format panel, and select either Copy format or Paste format from the panels more (•••) menu.
  
  
  

July 28, 2022

• You can now hide underlying data from embed users with explore access by adding :showUnderlyingData=false to the URL. 
  
• We added a recents section to the custom color picker. 
  
• Fixed: Custom formatting was not available for dynamic text.
  

July 26, 2022

• We added an option to use Monday as the start of a week for relative date filters. To use this option, select Week starting Monday under the filter’s Relative tab.
  
  

July 25, 2022

• We made the /new document URL shortcut work regardless of authentication status. This shortcut automatically creates a new workbook in your organization. To use it, add /new at the end of your organization's URL (e.g. app.sigmacomputing.com/mycoolcompany/new). Users not logged into the organization will be prompted to log in before being redirected to the new document flow.
• Fixed: Empty workbook page sections could not be deleted.
  
  

July 24, 2022

• We improved button navigation to elements on the same workbook page. The page now auto scrolls to the element, in addition to the element being selected.
  
• Fixed: In some cases, duplicating a summary value would initially display incorrect data. Refreshing the page or data would correct the issue.
• Fixed: An issue was encountered when expanding and collapsing groupings in some tables with many groupings.
  
  

July 21, 2022

• ​​We added a new formatting option to visualization legends: Label text color. To use this option, open the elements format panel and go to LEGEND > Label text color.
  
• We updated the workbook comments panel to respond to data element selection, when open. Select an element, and the panel filters to show only comments associated with that element. 
  
• Fixed: In some cases, Count() returned incorrect values when passed a column containing null values.
  
• Fixed: In some cases, SumIf() returned 0 when it should have returned null.
  
  

July 20, 2022

• User backed embedding (beta) now includes a Favorites folder for users with save permission. 
  
  
• Fixed: Occasionally, data elements would not respond to their filters. This issue was tied specifically to elements sourced by small parent elements.
  
  

July 19, 2022

• Control elements now recognize values in comma separated lists as independent values.
  
  
  

July 18, 2022

• We made a slight modification to the Controls section of the Scheduled Exports modal. The + Select Control button was replaced with a simpler search bar.
  
  
• Columns set to Today() are now automatically auto formatted to display just the date (e.g. 2022-18-22). Previously, they were formatted as date/time, with time set to 00:00:00.
  
  
• Columns set to Now() or Today() are now auto named accordingly.
  
  
• Element duplication was reverted to a single menu option: Duplicate. User feedback suggests this is preferable to the nested Duplicate to submenu.
  
  

July 15, 2022

• Fixed: Some visualization titles were cut off in View and Explore mode.
  
  

July 14, 2022

• We added a way for you to identify where a parameter is used in a workbook. To see a list of referencing elements, select the parameter and in the editor panel under SOURCES, look for the section titled Currently referenced by.
  
• We added a custom domain color scale option to map charts. This option allows you to define a color scale’s minimum, middle, and maximum values. To enable this option from a map’s editor panel, look under MARKS > COLOR, select By scale from the dropdown, click on the color scale menu, and select Customize domain from the popup.
  
• Filter options selected from a cell’s right-click menu are now automatically applied to any associated control elements.
  
• Fixed: In some cases, if you clicked Select Control to customize control values for a scheduled export, the list would be unusable. 
  
  

July 10, 2022

• [Beta] Users can now pause scheduled exports by clicking on Scheduled Exports > click the more ••• menu in the Actions column > select Pause.
  We also added a Status column so users can monitor the status of their Scheduled Exports. If a Scheduled Export fails more than 5 times in 7 days, Sigma will pause the export and the user will receive an email notification.  Users can manually resume the export. 
  
• We added multi-select functionality to maps. To use this feature, press Cmd (for mac) or Ctrl while clicking areas on the map.
  
• Fixed: In some cases, area charts were clipped due to an underlying sort issue.
  
  

July 7, 2022

• User Attributes are now generally available to all organizations. This allows you to enforce row-level security by creating a user attribute and assigning it to teams.
  
  We also added capacity for admins to use Custom SQL with User Attributes.  Once User Attributes are configured, you can use them in a Custom SQL dataset to provide security. This allows you to leverage Custom SQL to switch the schema based on the user.
• Fixed: Some attempts to upload CSVs failed with an error.
  
  

July 5, 2022

• We made workbook divider elements more customizable. You can now edit their color, width and direction (horizontal or vertical).
  
• We improved control to target element navigation in workbooks. If you have a control element selected with its editor panel open, clicking an element listed under TARGETS will redirect you to that target element.
  
  
• Fixed: In some cases, formulas that contained a Date function passed to a Text function did not output the up-to-date results until the page was refreshed.
  
  

July 4, 2022

• The workbook editor panel is now resize-able. To resize it, hover your cursor over its right border. Then click and drag left or right.
  

• List controls’ Show null option setting is now available for all manually-created lists and lists with logical( true/false) values. Previously, this option was only available for automatically generated lists. This setting is available from the editor panel when the control is selected.

  
  
  

June 30, 2022

• Fixed: Drilling down on a bar chart's x-axis caused errors if the plotted column contained date values and referenced a parameter.
  
  

June 29, 2022

• Button and image elements can be used to redirect users to other elements and pages in the workbook. To use this option, select the element to open the editor panel. Click Go to target on this workbook. Then select a target.
  
  
• New columns can now be added to all pivot table fields. To add a new field, click the plus (+) button located to the field header in the editor panel. Then click New column.
  
• Fixed: Some attempts to UUID columns stored in Postgres resulted in errors. This could be triggered in a few scenarios, including usage of Min(), Max(), and Lookups.
  
  

June 27, 2022

• [Beta] We added a new data warehouse that Sigma customers can connect to. You can now configure a Databricks connection with Sigma. To learn more about configuring a Databricks connection, see Connect to Databricks.
  
  
• All functions that accept a constant value now take parameter controls for those arguments. Example: DatePart, which accepts three arguments —  procession, date, and time zone — now accepts parameters for precision and time zone.
  
  
  
• Workbook tables now support custom background colors. This option is available in the elements Format panel under BACKGROUND > Background color. 
  
  
• New function alert: MaxIf returns the maximum value in a column if all of the conditions are true.
  
  
• New function alert: MinIf returns the minimum value in a column if all of the conditions are true.
  
• New function alert: CountDistinctIf counts the number of unique values in a column or group that satisfy all given conditions.
  
  
• New function alert: AvgIf calculates the numerical average of a column of values that satisfy all given conditions.
  
  
• On the workbook Create Join preview page (beta), key column previews now live below the column statistics in the top right of the page. Previously, they were displayed to the left of the JOIN OUTPUT preview at the bottom of the page.
  
  

June 24, 2022

• You can now deactivate users in bulk and reassign their documents to specific users. To do this,go to Admin Portal > People > Members tab and check the users to deactivate. Learn more
  
  
• Double clicking on a visualization without a predefined drill path now automatically opens the visualization’s Drill down modal. The existing behavior for visualizations with predefined drillpaths has not changed. Learn more about drilling into your data
  
• You can now bold data element titles. This option is available in the element’s Format panel under TITLE.
  
  
• Basic categorical structure was added to the dashboard dropdown list on the Admin Portal’s Usage page.
• Our Confirm Deletion modal has a fresh new look. No functionality has changed.
• Fixed: New control elements set to filter by text match did not automatically include nulls. This did not align with the default behavior for text match filters created directly on individual elements. All new text match filters and controls now default to include nulls. To exclude nulls, open the filter’s menu and uncheck Include nulls.
• Fixed: When enabled, control filters’ Show null option removed 0s from the value list.
  
  

June 22, 2022

• You can now add hyperlinks to any column type in workbook tables and pivot tables. Previously, this feature was only available for text columns.
  
• You can now select whether a filter control list includes an “All” option. This option (Show All option) is available from the editor panel when the control element is selected in Edit mode. This option is only included in the list when the list has less than 200 values.
  
• Fixed: In some cases, the Create Workspace modal couldn’t be dismissed.
  
• Fixed: In some cases, the Lag() function displayed the following error in a pivot table. Window function lag requires an order by clause.

 

June 17, 2022

• You can add a new page in a workbook between two existing pages, rather than at the end of the pages. To do this, right-click between two pages and click Add New Page. 
  
  
• Custom plugin elements are now included in workbooks’ lineage when applicable.
• Fixed: Pivot table columns transformed to include hyperlinks instead displayed null values.
  
• Fixed: In some text boxes, format changes for date or numeric values revert to the default value.
  
• Fixed: Some custom account types failed to display special characters when viewed in Account Types.
  
• Fixed: In some cases, if you create parameters in a workbook it will result in an error.
• Fixed: When users were marked as inactive in Okta, they were added to the count in the Account Type page summary in Sigma.
  
  

June 16, 2022

• An element’s filter popup now differentiates between element-specific filters and filters associated with a control element.
  
  
• Attention Admins — A new Sigma usage dashboard, Materializations, is now available in your Admin Portal. This dashboard aims to show you how your organization is using dataset materializations. To view this dashboard, go to Administration > Usage > Materializations.
  
• Workbook page tabs now support right-click to open their menu. This menu offers page actions, including but not limited to delete, hide, duplicate, and export as PDF.
  
• Sigma’s formula bar now accepts all forms of quotation marks, reducing possible friction when you paste in text. 
  
• Fixed: In some cases, parameter lists showed stale data.
  
• Fixed: In some cases, blank pages were added to the end of PDF exports.
  
  

June 14, 2022

• A set of Snowflake usage templates are now available in your template gallery. To begin using these templates with your own data, first add your snowflake usage data to your connected warehouse. Then use Sigma’s new source swapping beta feature to inject your organization’s Snowflake data directly into any of the templates. The following templates are available: Snowflake Compute Cost, Snowflake Performance Monitoring, Snowflake Reader Cost, and Snowflake Storage Cost. Learn more
  
• [Beta] A source swapping option is now available for all workbooks. This new feature allows you to see all of a workbook’s sources in one spot and swap them out with new sources, mapping the old columns to the new. To begin swapping a workbook’s data source(s): open the workbook’s header menu and click Swap data sources.
  
  
• Fixed: Workbook creators and editors could not see other users’ export schedules within a document.
  
  

June 13, 2022

• Fixed: Some PDF exported pivot tables with text wrapping applied displayed overlapping text.
  
  

June 10, 2022

• Fixed: Edit mode was broken for custom SQL generated datasets.
  
  

June 9, 2022

• [Beta] User-Backed Embedding is now available. Built as an extension of application embedding, this feature treats each embed consumer as an individual with individual and team permissions. Embed creators can choose to allow embed users to save and edit copied versions of their embeds. This feature pairs well with Sigma’s new User Attributes feature and other forms of row-level security (RLS).
  Set Up User-Backed Embedding
  Interact with User-Backed Embeds 
  
  
• [Beta] We added a User Attribute tab in the Sigma Admin portal which allows you to enforce row-level security by creating a user attribute and assigning it to teams. This functionality allows admins to limit the information users can see based on the attribute value. Once you create and assign a user attribute to teams, you can use this functionality in a workbook to enforce row-level security using the function CurrentUserAttributeText in a formula. 
  To configure User Attributes, go to Admin portal > User Attributes > Create Attribute. Learn more about User Attributes.
  
• New function alert: CurrentUserAttributeText returns the attribute value for the current user as text.
• Fixed: Touch screen devices always showed elements’ inline toolbars. They are now accessible when the element is selected. Non-touchscreen devices still display them on hover.
• Fixed: Lag([Col], N, Null) was incorrectly sending a type error.
  

June 7, 2022

• Fixed: Attempts to delete users with an active API key failed with an error.
  

June 6, 2022

• Workbook element filters have moved. They can now be accessed from the filter button in the element's inline toolbar. Each element's popup filter list is draggable. The popup includes both element filters and references to controls associated with the element.
  
  
• Workbook comments are now received instantly in open workbooks, allowing you to communicate on the spot. You can watch the comment button in your workbook’s header for comment notifications. There’s no need to leave the comment panel open.
  
• Fixed: Workbooks’ select source flow displayed incorrect schemas for warehouse tables listed under the IN USE tab.
  
• Fixed: In some cases, pivot table sorting was not applied correctly to exported versions.
  
  

June 3, 2022

• Workbook table summary columns now fully support column descriptions.
  
  
• A new empty state has been added to blank workbooks in explore and view mode.
  
  
• Fixed: Under certain conditions, some pie charts were not responding correctly to filtering.
  
  

June 2, 2022

• You can now include bar percentages in stacked bar chart tooltips. This option is listed in the editor panel’s format tab under TOOLTIP for all stacked bar charts with a column on their COLOR mark.
  

June 1, 2022

• You can now drag to reorder grouping key (GROUP BY) columns in a table grouping.
  
  

May 31, 2022

• The Updated Sources modal, which appears when an underlying dataset or warehouse table’s columns change, previously required that replacement columns have the same column type as their predecessor. This requirement has been removed.
  
  

May 29, 2022

• Auto-generated names of Lookup columns now update to match a change in formula.
  
  

May 26, 2022

• Workbook tables now support multiple grouping keys per grouping.
  
  
• A shareable template URL is now available on the first tab in templates’ Share modals. The link itself does not share the template; it will only work for users already granted permission to access the template.
  
• A keyboard shortcut — Cmd+Enter — was added for the SQL Runner’s Run button.
  
• Fixed: When creating/editing a custom account type, selecting the Creator type did not switch on feature permissions for editing workbooks.
  
  

May 24, 2022

• Workbook editors can now add descriptions to data element columns. To do this, open the column’s menu and click Set description. To view an existing column description, hover your cursor over the column header.
  
  
• Fixed: Rank window functions, such as RankDense(), were not evaluated correctly when applied to columns within a workbook table grouping.
  

May 23, 2022

• Users with Can Edit or Can Explore access to a workbook can now download the underlying data for pivot tables and visualizations.
  
  
• Maps now accept both text and number columns as zip code data.
  
• Fixed: Case sensitivity is no longer considered for invited user email addresses. 
  
• Fixed: Map titles were not updating in response to custom locale translations in embedded workbooks.
  
  

May 19, 2022

• Lookup and linked column cell popups are now draggable.
  
• Fixed: Some popups were not opening on mobile devices.
  
  

May 18, 2022

• The Add/Edit Lookup popup is now draggable.
  
  
• Fixed: Filters referring to dataset links were not working in embedded workbooks.
  
  

May 17, 2022

• Fixed: Scheduled exports to Google Sheets were not being saved with their user-defined control values. Learn more about controls in schedules
  
  

May 16, 2022

• You can now access a data element’s source options directly from the element’s menu. These options can also be found at the bottom of the editor panel when the element is selected. This feature is only available for users with Edit or Explore access to the workbook, and options vary between these modes.
  
  
• Fixed: Right-click filter options were not working for null value bars in bar charts.
  
  

May 13, 2022

• Fixed: In some cases, filtering a pivot table column could result in accidental display of null values. Refreshing the browser would correct the table.
  
• Fixed: Visualizations using drill controls were being removed as control targets whenever any of their columns were deleted.
  
  

May 12, 2022

• [Beta] Organizations using Snowflake can now export elements in their workbooks to cloud storage in machine-readable and (optionally) gzipped CSVs. Standard scheduled export functionality like conditional scheduling, controls, etc. work for this export type as well. Learn more
  
• A new keyboard shortcut — Shift + F — will focus the element filter for a selected column
  
• Fixed: In some cases fixed-precision values were losing their precision, leading to incorrect data.
  
  

May 11, 2022

• Fixed: Folder permission levels were displayed using document permission level names.
  
• Fixed: Bar chart formatting options included Bar width, even when the option was not supported. This format option is only available for charts with ordinal scales.
  
• Fixed: In some cases, deactivated users were displayed as “active” on the Admin Portal’s People page.
  
  

May 9, 2022

• Attention Admins: you can now create guest user accounts. Guest user accounts are password authenticated and allow you to enforce strictly limited access to your organization. This feature is particularly helpful if you are interested in giving external vendors limited team-based access to Sigma.
  
  
• Workbook editors can duplicate elements to any page in their workbook. Previously, the Duplicate action — available from an element’s menu — automatically created the duplicate on the same page. It now contains a submenu with multiple options.
  
  
• Query history now contains a link to the workbook element associated with each individual query. This link can be found next to the query’s request type.
  
  
• A shareable workbook URL is now available on the first tab in workbooks’ Share modals. The link itself does not share the workbook; it will only work for users already granted permission to access the workbook.
  
  
• Fixed: Workbooks sometimes appeared jittery. This only happened in very specific circumstances.
• Fixed: Sigma’s custom color picker did not display dates values in their correct format.
  
  

May 4, 2022

• There’s a quicker way to add links to workbook text. Hit Cmd + k on your keyboard to open the link modal.
  
  
• Fixed: Some controls were not responsive to touch on Android mobile devices.
  
  

May 2, 2022

• We removed the Link Sharing tab from the workbook Share modal. This tab, which acted as an alternative way to share with “All members”, was causing confusion for some users. For the same effect, share your workbook with “All members.”
  
• Fixed: Lookup columns in embedded workbooks were not calculated correctly if they referenced data on a hidden page.
  
• Fixed: Deleted documents temporarily could not be recovered. Learn how to recover deleted documents
  
  

April 29, 2022

• Workbook export schedules are now visible only to their creator and admins. This will prevent you and your teammates from accidentally modifying each others’ schedules.
  
• A new color palette is available for visualizations.
  
• Fixed: Parameters were not working correctly in SQL-based datasets.
  
  

April 27, 2022

• [Beta] You can now create joins in workbooks. This feature allows you to join combine data from multiple sources based on matching columns. Get started
  
  
  

April 24, 2022

• Workbooks’ lineage pages now show details about lookups.
  
  
  

April 22, 2022

• Stacked area charts now support AREA SHAPE formatting. Previously, this format category was only available for unstacked area charts.
  
  
• Fixed: Folders and workspaces were temporarily missing their delete and rename menu options.
  
  

April 21, 2022

• You can now export up to 1M rows of data, an increase from the previous 150k limit. This new limit automatically applies to all manual exports and scheduled exports to Google Sheets. To apply this new limit to any existing scheduled CSV (.csv) or Excel (.xlsx) exports created before 10am PT on April 22nd, please recreate the schedule.
  
• Fixed: Map legends displayed low value percents (0%-10%) as 0% for columns added under MARKS > COLOR.
  
  

April 20, 2022

• We've added keyboard shortcuts for text alignment in text elements:
• Text align left: Option+Cmd+L
• Text align center: Option+Cmd+T
• Text align right: Option+Cmd+R
  
• Embedded workbook translations are available for three more languages: Polish (pl), Spanish (es), Russian (ru), German (de), Japanese (ja), and Thai (th). Learn more
  
• Attention Admins — A new Sigma usage dashboard, Scheduled Exports, is now available in your Admin Portal.
  
• Fixed: In some cases, the Admin Portal's People page was failing to load.
  
  

April 19, 2022

• Fixed: Adding new value options to a list control force unwanted setting changes on the control.
  
• Fixed: Deactivated accounts were included in the license type counter in the Admin Portal.
  
  

April 18, 2022

• We've added two new shortcuts for cell selection in workbook tables:
• To select a row of cells, select one or more individual cells in the row, and hit Shift+Space on your keyboard.
• To select a column of cells, select one or more individual cells in the column, and hit Ctrl+Space on your keyboard.
  
• Fixed: In some cases, embedded workbooks displayed dates in the wrong time zone.
  
  

April 15, 2022

• Table groupings displayed in the workbook editor panel now have individual GROUP BY headers. Grab any group by its header to drag it to a different position in the grouping hierarchy.
  
• Attention Admins — If your organization has a lot of users, you will likely see improved load times on your Admin Portal's People page.
  
  

April 14, 2022

• You can now select all cells in a workbook table by selecting the element and hitting Cmd/Ctrl + a on your keyboard.
  
  Note: The gif above uses Cmd + a (Select all), Cmd + c (Copy), and Cmd + v (Paste).
  
• Fixed: Keyboard shortcuts for multi-selection of columns were not behaving as expected. To select multiple columns, hold down Shift while clicking each column.
  
• Fixed: Some exports to Excel (.xlsx) were missing data.
  
• Fixed: We fixed a series of display issues encountered in PDF exports.
  
  

April 13, 2022

• Fixed: Column format annotation was not displaying correctly for a specific set of numbers.
  
  

April 11, 2022

• Fixed: Edits to custom account type descriptions were not saving.
  
• Fixed: Function-generated dynamic text was not respecting inherited formatting.
  
  

April 7, 2022

• Embedded workbook translations are now available for three more languages: European Portuguese (pt), Brazilian Portuguese (pt-br), and Italian (it). Learn more
  
  
• Map visualizations now store their zoom position when saved.
  

April 2, 2022

• Element filters and filter control elements now support alphanumeric sorting. This option is available when the filter’s type is set to either Include Values or Exclude Values.
  
  

April 1, 2022

• Visualizations targeted by one or more drill controls now automatically drill when double clicked. Each double click drills down to the next entry in the drill path or combined drill path.
  
  
• Fixed: In some cases, pie charts incorrectly paired colors and values in their legends. This was an edge case triggered by the presence of null values.
  
  

March 29, 2022

• Conditional scheduling is now available for workbook exports to Google Sheets. Learn more
  
  

March 28, 2022

• Fixed: In certain cases, workbook PDFs were displayed with illegible text.
• Fixed: After adding a new connection, users saw an error instead of schemas / tables in their Sigma data catalog. Their warehouse's content would only appear after manually refreshing the page.
  
  

March 24, 2022

• Fixed: New elements were always being added to the first page of their workbook, regardless of which page they were being added from.
  
• Fixed: New tables included all columns from their data source, rather than only the selected columns.
  

March 23, 2022

• Fixed: In specific cases, workbooks were causing the browser to crash. This happened if the workbook contained an unstacked bar chart with data label formatting applied.
  
  

March 19, 2022

• Sigma now supports French (fr-fr) translations for embedded workbooks. Learn more
  
  

March 17, 2022

• Include and exclude filters on columns with > 200 distinct values now display a message stating that only the top 200 values are listed. This is a statement only; functionality remains unchanged.
  
  
  

March 16, 2022

• When adding a new data source to a workbook, you will now see the Select source modal overlaying the workbook. Previously, this content was displayed as an independent page. All displayed content is unchanged. The Select button is now located in the bottom right corner instead of the top right.
  
  
• Fixed: In some cases, custom fallback fonts were not always applied when expected.
  
  

March 15, 2022

• Workbook drafts now offer Preview as explorer and Preview as viewer options. Both options are available from the Editing menu, located in workbooks’ headers when in edit mode.
  
  
• Errors caused by broken custom SQL will now direct you to the broken source.
  
• Workbook parameters can now be referenced in dynamic text formulas.
  
  
• When editing dynamic text formulas, you can now click a column to automatically include it in the formula.
  
  
• When editing table summary formulas, you can now click a column to automatically include it in the formula.
  
  
• Fixed: Bar charts with conditional formatting defined for one of multiple columns plotted on their y-axis were applying the rule to all columns.
  
• Fixed: Switching between two text elements in a workbook would sometimes cause formatting to be applied to the recently unselected text element.
  
  

March 11, 2022

• Map visualizations with plotted columns containing one or more unmappable values now provide a list of all unmappable values. This information can be accessed in the bottom right corner of the map element. It is only visible to users with edit or explore access to the workbook.
  
• Attention Admins and developers: A new set of API endpoints is available. These endpoints primarily serve to automate onboarding and management of users and teams in your organization. Learn more
  
  

March 9, 2022

• Fixed: In some cases, pivot tables were cut off in exported PDFs.
  

March 8, 2022

• Admins — Guest user invites (beta) are now sent anonymously from your organization, rather than identifying you as the sender.
  
  
• Fixed: Workbooks' updated sources modal was appearing sporadically.
  

March 7, 2022

• Workbook editors can now display their data as dynamic text in text elements. Learn more
  
• Fixed: Workbook drafts were not autosaving, causing unpublished changes to be lost.
  
• Fixed: In some cases, private embed links redirected already authenticated users back to the Sign in page.
  
  

March 4, 2022

• Fixed: Some pivot tables were displayed incorrectly. This was caused by a change made on February 23rd, which increased pivot tables' row limits. The change has been reversed.
  
  

February 28, 2022

• Fixed: CSV and Excel based scheduled exports were not properly reflecting control element selections.
  
• Fixed: Individual workbook pages could not be exported in application embeds. This action is available from a page tab's Export as PDF menu option.
  
• Fixed: In some cases, account types could not be deleted.
  
  

February 25, 2022

• Fixed: Data elements were not able to reference their parents' hidden columns.
  
  

February 24, 2022

• We've updated how lookups are represented in workbooks' lineage display.
  
  
• Fixed: Embedded workbook URLs were not successfully passing parameter values to hidden pages.
  
  

February 23, 2022

• Number columns now support currency formatting by locale. This option is available from columns' menus, under Format > Custom.
  
• Pivot tables now support displaying larger quantities of data.
• Pivot tables that display just rows OR just columns have no size limit. Large sets of data will load as you scroll.
• Pivot tables that display both rows AND columns have a 1,000 column value limit. Rows have no limit. If you have more than 1,000 column values, Sigma will display a message informing you that the pivot table is incomplete.

• We've added a shortcut for calculating percentile aggregates. All aggregate columns now include a percentile option in their column menu, under the Set aggregate submenu.
  
  
• You can now see a list of details for all data sources in a workbook's lineage. This includes cloud data warehouse tables, custom SQL, and Sigma datasets. To access these details, open your workbook's lineage display, and click on the data source you want to know more about.
  
  

February 21, 2022

• Users with Can View access to a workbook can now expand and collapse columns in pivot tables.
  
• Fixed: Conditional formatting disappeared from workbook table subtotals when underlying groups were collapsed.
  
  

February 15, 2022

• Users with Can View access to a workbook can now expand and collapse columns in tables.
  
  
• You can now apply conditional formatting to totals and grand totals in workbook tables.
  
  
• CountIf() is now used as the default aggregation type for logical (true/false) values.
  
  
• When clicking the preview option in workbooks, editors will now see the preview displayed in Edit mode.
  
  
  

February 13, 2022

• Fixed: Pivot tables’ conditional formatting Apply to values option was not working with custom formula based rules.
  
  

February 10, 2022

• If you have edit access to a workbook, you will now see an Edit button in the workbook’s header. The workbook will remain in Explore mode unless they explicitly click the Edit button. To learn more about workbook drafts and publishing, visit Workbook Lifecycle: Explorate, Draft, and Publishing.
  

February 9, 2022

• Bar charts support a new data label formatting option. Show stroke supports three options: Auto (default), on, and off.  When applied, labels are colored black with a thin white border to enhance visibility.
  
• You can now filter the values of multiple selected cells at once.
  
• Fixed: Exported PDFs were displayed slightly differently when exported from Send Now vs. scheduled exports.
  
• Fixed: The Remove color option for workbook theme custom color palettes was not working.
  
• Fixed: Our exported PDF table formatting options were misleading. We displayed the text Show all table rows but only expanded the first 1k rows. We've updated the text to reflect this feature's actual behavior.
  
• Fixed: Users assigned the Viewer account type were able to see template, dataset, and warehouse table names listed in search results. These objects are not available to users with Viewer accounts.
  

February 2, 2022

• Fixed: Exported PDFs were displaying excess spacing on the left side of the page, causing wider elements to be cut off on the right.
  
• Fixed: Edits to custom SQL caused lookup-generated columns to break.
  
  

February 1, 2022

• Sigma’s DatePart function now supports epoch and weekday precision.
  
  
• Columns plotted as a visualization’s Tooltip Mark are now included in the visualization’s sort menu.
  
• Fixed: Map alerts were displayed for workbook viewers.
  
  

January 31, 2022

• [Beta] Our new cache duration beta feature allows organization admins to set cache durations on workbooks. Learn more
  
• [Beta] Our new warehouse redirect beta feature allows organization admins to redirect workbook data queries to different warehouses in their connected Snowflake CDW.
  
• Fixed: Some embedded tables were displaying columns with incorrect headers.
  
• Fixed: Custom SQL-generated elements were not responding to changes made to their underlying SQL. 
  
• Fixed: On occasion, maps displayed blank with a frowny face in their top left corner.
   

January 29, 2022

• Top N filters now exclude null values by default. Filters created prior to this change have not been impacted.
  
• Fixed: Number values in map legends were automatically rounding to whole numbers. This created inaccurate results for percentage formatted values. 
  
  

January 26, 2022

• Bar charts with data labels now automatically display fewer labels when overcrowded. This is a default setting and can be overridden from the visualization’s format panel.
  
• You can now export workbook pivot tables directly to Google Sheets. Learn more
  
• Users with explore access to a workbook can now right click tables to filter data.
  
• Users with explore access to a workbook can now add linked columns to tables without first expanding the table.
  
  
  

January 25, 2022

• Lookup-based relationships between data elements are now displayed in their workbooks’ lineage.
  
• Pie and donut charts now support the option to display data labels either on the chart itself or on its legend. This option is editable from the chart’s format panel.
  
  

January 21, 2022

• Are you new to Sigma or onboarding new team members? We’ve added an introductory tutorial. To open the tutorial, click the help button located in the bottom left corner of any Sigma page. Then click Try a Tutorial.
  
• Table columns added from workbook lookup links are now auto named based on the table and column they are mapped from (eg. [Column Name – Table Name]). 
  
• [Beta] Workbooks now support a limited version of localization for embeds. Learn more
  
• Fixed: Column-based hyperlinks were not displaying correctly.
• Fixed: Input parameters in embedded workbooks were being cleared when data elements were expanded.
  
  

January 18, 2022

• You can now filter your data by Top N. This filter type ranks and limits data in the target column based on your specifications.
  
• You can now send workbook drafts to email and Slack. Previously this feature was only available for published versions. 
  
• Workbook editors can now set control element titles to be hidden. This option is available from the editor panel when the element is selected.
  
  
• Table summary values now include a Copy value to clipboard option in their dropdown menu.
  
  
• A set of existing column actions (Transform, Delete, etc.) are now available to workbook explorers without having to expand the element to its focus view.
  
• Attention Admins: You now have the option to disable comments across your organization. Learn how
  
  
• You can now copy cell values across multiple columns.
  
• When creating a new embed url, you will now see element type icons displayed next to each listed element.
  
• Admins, Creators, and users with custom account types that support document badging, can now badge any document they have access to.
  
• Fixed: Very large pivot tables were not successfully exporting to .xlsx (Excel).
  
  

January 14, 2022

• Fixed: Non-UTC dates were exported incorrectly for Postgres-housed data.
  
  

January 11, 2022

• [Beta] You can now view ancestry and relationships between workbook data elements, using Sigma’s new beta feature: lineage. Learn more
  
• Workbook drafts can now be sent to email and Slack via the Send now option, located in your workbook’s header.
  
• Columns used in custom plugins can now be rearranged in the editor panel using drag and drop.
  
• Worksheets’ data element filter bars now respect theme settings.
  
• Bar charts support a new data label formatting option: Show stroke. When selected, labels are colored black with a thin white border to enhance visibility. 
• Fixed: In some cases, the DateDiff function did not correctly calculate “week" units.
  
  

January 6, 2022

• You can now upload CSVs to Postgres connections, if the option is enabled by an organization Admin. Learn more
  
• Fixed: The data source selection page was not properly updating data previews when switching between data sources.
  
  

January 4, 2022

• Bar charts now automatically hide data labels for very short bars, preventing excess cramping. This is part of an ongoing effort to improve visualization data label formatting.
  
• You can now copy multiple selected cells in a table without duplicate values being automatically removed the list.
  

January 3, 2022

• You can now export workbook tables directly to Google Sheets. Learn more
• You can now duplicate workbook control elements. To do so, (1) open the element’s ••• menu (2) click Duplicate element.
• Attention Admins: You can now set a default account type for all email-based member invites. This setting — Invitation default — is located at the top of your Admin Portal’s Account Types page. It is only used when you invite new members through your Sigma Admin Portal; it is not used as a default account type for Single Sign On (SAML or OAuth) initiated invites. 
• Maps’ legends now display null values as null. Previously, a blank space was left in their place.
  
• Workbook elements’ inline toolbars now adhere to editor-defined theming.
• Workbook editors can now customize individual list-based (include/exclude) control elements to include any of the following options: Show null option, Show search box, and Show histogram.
• Workbook editors can now customize individual true/false control elements with the following options: Allow multiple selection, and Show histogram.
• You can now move workbook page sections between pages, using their menus’ Move to page submenu.
• Number columns in visualizations are now sorted descending by default, rather than ascending.
• [Beta] We are currently conducting beta testing of guest user accounts. Guest user accounts are password authenticated and allow you to enforce strictly limited access to your organization. Please contact your Sigma Sales Representative if you are interested in participating in this beta.
  
  

December 22, 2021

• Columns created via lookup can now be duplicated via their column menu. When you select the duplicate column action, you will be prompted to choose between (1) duplicating the column or (2) adding more columns from the lookup-joined table to your current table.
  
• A Permission Denied modal will now be displayed if you attempt to publish or save changes you do not have permission to publish/save. This modal will inform you what permissions are needed.
  
  

December 21, 2021

• You will now see a warning modal if you attempt to open a stale workbook draft. This warning aims to prevent users from accidentally losing their latest changes by unintentionally editing an out-of-date draft.
  

December 17, 2021

• Bar charts now support editor-defined gap widths between bars.
• Bar charts now automatically hide null values when their x-axis is set to use a non-ordinal scale (i.e. linear, log, pow, sqrt).
  
• Additional informational text is now displayed for users attempting to add auto refresh schedules to workbooks. This new text alerts them of the following: Setting frequent auto-refresh schedules may result in significant warehouse costs.
• A close button (x) has been added at the top right of the workbook comments panel.
  
• The Invite Users modal now accepts lists of email addresses separated by semicolons. Previously, only comma separated lists were accepted.
  
  

December 15, 2021

• Template header menus now have a Save as option.
  
  

December 13, 2021

• A share template option is now displayed as part of the create template from workbook workflow.
  
• Null values are now sorted the same in both workbook tables and pivot tables. They appear at the top of the column when it is sorted ascending and at the bottom when it’s descending.
  
  

December 9, 2021

• You now have access to relative subtotals in workbook pivot tables. These values are available on both axes and can be referenced in the formula bar by their pseudo-column names: Row Total (e.g. [Column Name (Row Total)]) and Parent Row Total (e.g. [Column Name (Parent Row Total)]).
• Fixed: Scientific notation was not properly recognized and translated from uploaded CSVs.
• Fixed: Sigma’s “publishing conflict” warning message, displayed when a user is about to publish over other’s recent published versions, was no longer present. This warning has been re-added.
• Fixed: Nulls were incorrectly displayed as 0 in line, area, scatter, and combo charts.
  
  

December 8, 2021

• Continuing improvements have been made to Sigma’s auto-naming of calculated columns.
• A Delete button has been added to at the bottom of the Schedule Exports modal for all individual scheduled exports.
• Line and area charts using Linear, Log, Pow, or Sqrt scale types now default to exclude all null values on their x-axis.
• Fixed: Box plots did not properly reflect filtered data in Q1, median, and Q3 calculations.
• Data exported as .XLSX did not accurately reflect organization-defined time zones.
  
  

December 7, 2021

• Fixed: A set of issues were encountered in workbook elements sourced by custom-SQL-built workbook tables. All issues have been resolved.
  
  

December 6, 2021

• We’ve added weekly auto-reload behavior to open Sigma pages. If a browser page has been open to Sigma for at least four days, the page will auto-reload the following Sunday.
• A Create Template button is now available at the top of your Sigma Template gallery. Learn more about templates
• Workbook tables no longer display expand and collapse icons for grouped columns when all lower-level columns are hidden.
• Fixed: The DateParse function was interpreting values as UTC even if an alternative organization-wide time zone was set.
• Fixed: In an edge case, exported PDFs displayed an Updated Sources modal over content. This modal only appears when one or more of a workbook’s data source(s) changes; it notifies the workbook’s editor, who can then choose whether to update the workbook based on those changes.
  
  

December 3, 2021

• Fixed: Conditional formatting data bars were not displaying correctly in pivot tables.
  
  

December 2, 2021

• Workbook pivot tables now support conditional formatting for total values.
  
• Filters used for warehouse data editing are now saved for each user, allowing editors to reuse the same filters day after day without having to recreate them each time.
  
• New function alert: DateFormat formats date values into text based on a given format.
  
  

November 30, 2021

• You can now download workbook pages as PDFs directly from their page tab, located at the bottom of the screen.
• Fixed: Scheduled Slack exports were failing in some cases for workbooks using auto-refresh.
  
  

November 24, 2021

• Lookup and Rollup generated columns are now automatically named based on the column they reference, rather than using the default calculated column name: Calc. 
• The option to create a sharable link is now disabled for users who do not have permission to share a document with “all members”.
  

November 23, 2021

• You can now turn your workbooks into reusable templates.
  This allows you and your teams to share existing workbook structures for quick and consistent reuse. Learn more.
  
  

November 22, 2021

• Improvements have been made to prevent overcrowding of data labels in combo charts.
  
• Fixed: Formula bar autocomplete was not working correctly for dataset linked columns referenced in workbooks.
• Fixed: Some newly added password-authenticated users were granted Admin account types. All accounts added this way should default to Viewer access.
  
  

November 17, 2021

• Workbook drill downs now support date truncation, allowing you to drill into multiple levels of date granularity. 
• Workbook tables and pivot tables now support the option to apply any single conditional formatting rule to all columns.
  
• The Admin Portal’s Account page now supports member sorting, like the People page.
  
• Fixed: URL links in workbook table columns were left off when exported to .xls.
  
  

November 16, 2021

• Workbook editors can now rearrange the order of categories in drill controls, using drag and drop.
  
• Column totals in workbook tables can now be referenced in the formula bar with a (Grand Total) label. For example, column totals for an aggregated column [Sum of Population 2020] can be accessed as [Sum of Population 2020 (Grand Total)].
  
• Toggle switches have replaced Enable/Disable buttons in the Admin Portal’s Account page’s Feature section.
  
• The Truncate column names formatting option for workbook tables has been renamed to Wrap column names.
  
• Fixed: Null values were labeled as 0s on bar chart x-axes.
  
• Fixed: Organization-defined time zones were not applied to date filters in application embedded dashboards. Instead, dates were displayed in UTC.
  
• Fixed: Workbook elements’ export menus were appearing when the option should not be available.
  
• Fixed: Column tooltip colors were displayed incorrectly in some stacked area charts.
  
• Fixed: PDF exports were displaying the column menu icon in table headers. This icon should not be visible in PDF exports.
  
  

November 12, 2021

• [Beta] Workbooks now support custom plugins. Use Sigma’s Plugin API to build custom visualizations for your team to use directly in Sigma. Get started.
  
  

November 10, 2021

• Attention Admins: You can now make custom account types with permission to create and edit organization level custom fonts and workbook themes. To assign this permission, select the Custom Fonts and Workbook Themes option when creating a custom account type.
  
• The Admin Portal’s Account page now has two sub pages: General Settings and Brand Settings.
• You can now copy gauge chart text when you right-click on the visualization.
• A new keyboard shortcut is available for column remaining. Click Shift + R when a column or cell is selected and the column name will be selected for renaming.
  
• Right-click popup menus now match any theme colors or fonts applied to the workbook.
  

November 9, 2021

• Organization custom email branding is now available from the Admin Portal. This feature allows Admins to apply their company's brand to all data export emails sent from their Sigma organization.  Learn more
  
• US Zip codes are now supported by regional map visualizations. To use this feature, create a Map – Region visualization, add your zip code column to  the Region field, and select “US Zip codes” from the field’s dropdown menu.
  
• You can now apply conditional formatting to workbook pivot table totals.
  
• You can now copy single value visualization text when you right-click on the visualization.
• Columns with links to other data sources now have more prominent styling. Learn more about linked columns.
• Datasets’ Lineage tabs now include the workbook document type in their filter options. This allows you to include or exclude this document type in your lineage search. 
  
  

November 8, 2021

• Pivot table subtotals are now accessible from the formula bar. This is done by injecting the sub row/column’s title into the referenced column’s title (e.g. [Sales Amount (Product Family)] would find the subtotal of [Sales Amount] for each [Product Family]).
  
• Column mapping statistics are now provided when creating a new column through a lookup. Learn more about Lookups (beta).
  
• Box and whisker charts now include Split By values in tooltips.
  
• Single value visions now have an option placement option for comparisons. They can be positioned either to the right of or directly below the primary value
  
• Pivot tables now support row and column collapsing in explore mode, when expanded.
  
  

November 4, 2021

• New function alert: RowAvg returns the average value of the input numbers.
  
• Workbook tables now display their titles by default when created. Titles can be switched off from the element’s format tab, located in the workbook editor panel.
• You can now reorder values via drag and drop when creating workbook parameter lists.
• Fixed: Multiple drill downs on a single visualization were causing duplicate filters.
  
  

November 2, 2021

• Sigma’s public API is now available for your development teams to integrate with Sigma. Get started
  
• Attention Admins: Two-factor email authentication is now available for organizations with password-authenticated users. Learn more
  
• Box and whisker charts now include in their auto-generated title the name of the column used for Split By.
  
• Fixed: In certain cases, scheduling condition options were missing from their selection menu.
  
  

November 1, 2021

• Workbook editor-defined visualization drill paths are now available for workbook consumers, when they right click on the visualization. Workbook editors can now create drill controls directly through the right-click menu as well. 
• Workbooks now offer a Presentation mode.  This option automatically generates a presentable private embed version of the workbook with your current control selection(s) applied. These control values are appended to the URL.
  Presentation mode is accessible from workbooks’ header menus.
  
• New function alert: WeekdayName returns the name of the weekday that matches the input date.
  
• Chart axis labels now support larger fonts. Previously font size was capped at 24px.
  
• Fixed: Custom color selection was not reflected in line chart legends.
• [Beta] Custom email branding options are now undergoing beta testing. Please contact your Account Representative if you are interested in participating. Learn more
  
  

October 28, 2021

• You can add bulleted lists and numbered lists to workbook text elements.
  
• Workbook combo charts now support data labels.
• Fixed: Some scheduled exports were failing.
• Fixed: An authentication issue caused users to be logged out while working in Sigma.
  
• Fixed: Some columns displayed "Invalid Query Column" errors when downloaded.
  
  

October 27, 2021

• Attention Admins: A series of updates have been made to the Sigma Usage Dashboards located in your Admin Portal. By page, the changes are as follows:
  • Query Details dashboard:
    • Document name, document type, and document URL are now available for some queries.
    • Fixed: URLs now direct you to the document where the query originated.
    • Fixed: additional small issues
  • Query Performance dashboard:
    • Fixed: small issues
  • Queries by Day dashboard:
    • Fixed: The "Median Query Time" heat map was under-reporting times.
  • Query Summary dashboard:
    • Fixed: The "Number of Queries by User Type" chart had undercounted the number of queries since July 2021.
  • Users dashboard:
    • Fixed: The "Active Users" and "Queries Per User" charts had undercounted the number of queries since July 2021.
    • Fixed: The  "# of Active users" chart had slightly undercounted the number of active users that ran a query since July 2021.
      
      

October 26, 2021

• New visualization type alert! Box and whisker charts are now available for workbooks. This chart type displays the distribution of a set of values along an axis. Learn more.
  
• You can now apply workbook control values directly to scheduled exports. Learn how.
  
• Workbook visualizations now support custom sorting. Learn how.
  
• You can now add vertical x-axis reference lines to combo charts.
  
• Organization Admins can now create custom account types with scheduled export permissions. By default, Admins, Creators and Explores have this permission but Viewers do not.
  

October 22, 2021

• Workbook pivot table columns widths can now be equalized.
• Column totals in workbook tables can now be referenced in the formula bar with a Summary – prefix. For example, column totals for an aggregated column [Sum of Population 2020] can be accessed as [Summary – Sum of Population 2020].
• Clicking columns with an active formula bar now results in the clicked column being entered into the formula. This is available for both columns and column totals (represented in the formula bar with a Summary – prefix)
• Workbook parameter lists now maintain source column formatting.
  
  

October 21, 2021

• Fixed: Line charts were not displaying values when there was only one point.
  
• Fixed: Inherited column formatting was broken in some visualizations.
  
  

October 20, 2021

• Columns referenced in formulas are now highlighted when the formula-based column is selected.
  
• Fixed: Trellis row/column sorting was broken.
• Fixed: Previous login sessions were persisting for users switching between multiple organizations in multiple tabs.
  
  

October 14, 2021

• A quick select navigation menu has replaced the back arrow in page headers. Use this menu to identify your location and navigate to other locations in Sigma.
• Fixed: Workbook buttons configured to download a PDF of the workbook were not respecting relevant filters.
  
• Fixed: Workbook tables’ conditional formatting buttons were disappearing intermittently.
   

October 13, 2021

• Workbook explorers can now view underlying SQL for data elements sourced by custom SQL.
  
• Workbook editors can now set a text size for comparisons in single value visualizations.
  
  

October 11, 2021

• Warnings for errored queries are now displayed in the query history modal, when available.
  
  

October 8, 2021

• Workbook editors can now select the placement of legends in visualizations.
   

October 7, 2021

• Combo charts now support line shape formatting options.
• A Request Access button will now be displayed in workbook elements that are not accessible to the organization member's account.
• Pivot table elements now support the option to be defined from a select aggregate groupings on their parent element. This option is available from the data sources popup, located at the bottom of the editor panel when an element is selected. The aggregation level selector will only appear if the parent element contains groupings.
• A sidebar has been added to the left side of Workbooks. This new feature provides workbook editors with quick navigation options. The Add new element button is now access from this sidebar.
• Fixed: Names of selected themes were not displaying correctly in workbooks.
  
  

October 6, 2021

• You and your teammates can now leave comments on individual elements in workbooks. Kick off your collaboration with comments.
• Fixed: Dashboard buttons configured to download a PDF of the dashboard were not respecting dashboard or parameterized worksheet filters.
• Fixed: Changes made to the name of an organization's initial workspace were not being reflected everywhere in Sigma.
  
  

October 1, 2021

• Dashboard embed links can now be reassigned to workbooks.
• Datasets now support data versioning similar to that of other Sigma document types (e.g. workbooks).
• When selecting new targets for workbook controls, you will now see potential target elements organized by workbook page.
• Fixed: Embedded workbooks were not showing up on the Embedding page in the Admin Portal.
• Fixed: Visualizations were required to have at least one text field to support drill downs, regardless of whether the drill down was text-based.
• Fixed: Combo chart were displaying incorrectly when null date values were plotted on a line's x-axis.
• Fixed: Single value visualization on dashboards were changing their value when resized.
  
  

September 30, 2021

• Fixed: Embed links were failing if their creator’s account was deactivated.
  
  

September 28, 2021

• Workbook editors can now choose whether they would like to include totals in pivot table conditional formats. The default setting excludes them.
  
  

September 24, 2021

1. A new function has been added to Sigma’s function index. BitOr returns the bitwise OR of two integers. Learn more
2. Workbook trellis charts now support label and title formatting options for trellis rows and 
3. Fixed: Hidden pages were being excluded in workbook copies.
   
   

September 23, 2021

1. You can now request access to documents by clicking the Request Access button on the Access Denied page. Document owners will be notified of access requests by email. Document owners can grant requested access using the Share modal.
   
2. Admins can create custom themes and editors can apply them to any Workbook in the organization. You can now create workbooks that represent your brand identity.
   
3. Creators can now add and edit workbook drill down controls, allowing their consumers to navigate pre-defined categories and paths. Only users with Can Edit document permissions are able to add controls and define drill paths.
   
4. You now have the option to limit which plotted columns appear in visualizations’ tooltips. Learn how.
   

5. Fixed: Workbook table element exporting was temporarily broken.
   
   

September 22, 2021

1. You can now individually refresh data elements in your workbooks. This option is available from each individual element’s menu. Learn more.
   
2. Fixed: Line charts configured to display null values as 0s were continuing to display null.
3. Fixed: In some cases, duplicated date values were appearing on line charts’ x-axes.
4. Fixed: The “Show all table rows” PDF export option would stop working whenever an element was moved to a different page section.
5. Pivot tables’ column totals will now stay switched on when the column is moved to a different placement.
   
   

September 15, 2021

1. You can now define column hierarchy in pivot tables when two or more columns are plotted as VALUES. This can be done by placing the pivot table’s VALUE fields in relation to PIVOT ROWS and PIVOT COLUMNS. Learn more.
   
2. Trellis charts can now be formatted to share axes and color legends. Learn how.
   
3. List-based workbook controls now include an option to select all values.
   
4. Fixed: Single value visualizations were treating number values added to their COMPARISON field as text. This prevented use of number-specific column actions, such as formatting numbers as a percent.
5. Fixed: Workbook include and exclude filters were not properly handling numbers with greater than 19 digits.
6. When viewing a connection, you can now click the Browse Connection button to manage the connection.
   
   

September 10, 2021

1. A new function has been added to Sigma’s function index. MonthName returns the month name of the given date.
2. A new function has been added to Sigma’s function index. BitAnd returns the bitwise AND of two integers.
   
3. You no longer need to include “http://” prefixes on workbook element links.
   
   

September 7, 2021

1. Workbooks now support page breaks for PDF exports. Adding page breaks between select sections can greatly improve the look of your exports without impacting your actual workbook page. Learn how.
   
2. Admins can now disable the Public Embeds feature option for an organization, allowing Admins greater control over publicly accessible data. Learn how.
   
3. Newly created range filters now default to include null values.
4. We’ve made it easier to click links when editing workbook text elements. You can now click the link directly to open it rather than having to go through the link popup.
   
5. In an effort to simplify and declutter workbook headers, we consolidated the info card, badging, and document favoriting into the header menu. This menu is accessible from the caret (▼) icon located to the right of the workbook title.
6. Fixed: Some map visualizations were not displaying correctly on PDF exports.
   
   

August 31, 2021

1. Fixed: Scheduled exports were sending draft versions of workbooks rather than the current published version. Scheduled exports should always match the workbook’s most recent published version.
   
   

August 30, 2021

1. Fixed: Data labels were displayed incorrectly in some visualizations. Visualizations’ container sizes impacted the likelihood of encountering this bug.
   
   

August 27, 2021

1. Workbook PDF exports now support the option to export up to 1,000 rows of any given table or pivot table. Table headers are shown on every PDF page containing the table data. Learn how.
   
2. Fixed: Top value filters (include/exclude) were not properly registering searched values.
   
3. Fixed: Some workbook PDF exports included Sigma’s blue loading bars. Loading bars should only be visible when the workbook is loading live in Sigma.
   
   

August 25, 2021

1. Workbook editors can now define visualization drill paths. Learn how.
   
2. Multiple column selection is now available for cells in workbook tables. This allows you to quickly filter your data based on cell value.
   Hold down Shift, Cmd, or Shift-Cmd to click your way to multi-column selection. Because data is represented in columns, all selected cells must be in the same column. Right click on any of the selected cells to open the cell menu and filter on those values.
   
3. Workbook auto refresh options have been moved. They can now be accessed from the dropdown menu next to the refresh icon in the workbook header.
   
4. Text element formatting options are now accessible in the workbook toolbar rather than in an independent element specific toolbar.
   
   

August 18, 2021

1. Admins now have the option to initiate password reset for other organization members. Learn how.
2. Fixed: Emailed workbook exports that included inline visualizations were displaying the maximize visualization and ••• menu buttons.
   
   

August 17, 2021

1. JavaScript event usage is available for application embedded workbooks. Learn more.
   
2. Sigma’s Query history modal has been updated to provide you with more insight into your queries’ runtime. We’ve broken runtime into three distinct parts: queue duration, warehouse runtime, and Sigma runtime.
   
3. We’ve updated the list of quick-select format options available for date columns.
4. Tooltips now appear for long column names listed in the workbook editor panel.
   

August 13, 2021

1. Visible workbook controls can now be directly manipulated through the workbook’s URL. This functionality was previously only available for workbook embeds. Learn more.
   
2. Attention Admins –  You can now grant non-admins permission to view your organization’s Usage Dashboards, using Sigma’s custom account type feature.
3. Comments left on workbooks will now display the commenter’s email address if Sigma does not have their name. Learn more about comments.

August 12, 2021

1. Fixed: Users with “Can Explore” permission on workbooks were unable to add or remove columns from pivot tables.
2. Fixed: URLs displayed in workbook pivot tables were unresponsive when clicked.

August 9, 2021

1. The SQL runner now offers parameter auto-complete suggestions for SQL-based data elements in workbooks. Parameter suggestions are limited to existing parameters in the parent workbook. Type {{ to view all available parameters. Learn more about parameters in SQL.
2. Fixed: Columns on point-based maps were not auto-aggregated when added to the map’s color or size fields.
   

August 5, 2021

1. Workbook combo charts now support tooltip marks.
   
2. Organization-uploaded custom fonts are available in workbooks.
   

August 4, 2021

1. We’ve added the option to swap workbook pivot table columns and rows with the click of a single button. See how.

August 2, 2021

1. Conditionally formatted color scales applied to pivot table columns are now applied to column subtotals as well.
2. Workbook table column menus can be used while the table is still loading.
   

July 28, 2021

1. Control labels can be edited directly from the element displayed on the page canvas.
2. Fixed: Ctrl (Cmd) keyboard shortcuts were not working on Windows. To check out Sigma’s available keyboard shortcuts, type Ctrl/Cmd + / on any Sigma page.

July 21, 2021

1. An edit option is now available for broken SQL-based workbook elements. This allows you to edit your existing SQL if something goes wrong, rather than being forced to rewrite it.
   

July 19, 2021

1. ​​We’ve added a new function to our function index. ListAggDistrinct joins the distinct values in a column into a single value. Each window of values within a column will be combined into a single list of values.
   

July 14, 2021

1. Workbook tables now display highlighting along the entire row of a selected column.
   
2. Fixed: Usage of the format SQL option in the SQL Runner was breaking source parameter syntax.
   

July 13, 2021

1. You can now add hyperlinks to columns in workbook tables. Learn how.
   
2. Hourly materialization schedules used to run exactly on the hour. Now when you define a schedule, you can specify the refresh minute mark (e.g. 12:15 or 12:30 instead of 12:00).
   
   

July 8, 2021

1. Sigma’s dashboard commenting feature, which your team can use to communicate directly in Sigma, is now available in workbooks. Leave comments to provide additional context, request feedback, make suggestions, ask questions, and centralize communication. Learn how.
   
   

July 7, 2021

1. Auto-refresh scheduling is available for workbooks.
   
2. A “Can Explore” permission type is now available on folders and workspaces. Learn more.
   
3. Workbook pivot table totals are now displayed by default. They can be disabled through the column’s header menu.
4. The visualization axis Domain option, located under Axis formatting for bar, line, area, scatter, and combo charts in workbooks, has been renamed to Axis range.
   
   

July 1, 2021

1. Shape format options are now available for workbook area charts and line charts.
2. Workbook parameters based on custom SQL can now accept multiple selections if the Allow multiple selection configuration is switched on.
3. The Admin Portal’s Account Types and People pages now display a license counter. The license counter shows the number of people in your organization assigned to each license type.
   
   

June 29, 2021

1. Workbook pivot tables now support background colors. Learn more.
2. Data label percentage precision formatting is now available for workbook pie and donut charts.
3. Conditional formatting is now available for workbook bar charts. Learn more.
4. Data label options have been added for workbook funnel charts.
5. Tooltips can now be added to single value visualizations in workbooks. Learn how.
   

June 21, 2021

1. Significant improvements have been made to Sigma’s feature and folder permissions.
   To learn more about granularly managing feature permissions, visit User Account Types.
   To learn more about folder and workspace permissions, visit Managing Workspaces.
   
   

June 18, 2021

1. Workbook scatter plot charts now support data labels.
   

2. Workbook visualizations now support reference bands. Learn more.
   

3. Workbook bar charts now support conditional formatting. Learn more.
   
   

June 17, 2021

1. Fixed: Clicking an element’s ••• menu on an embedded workbook led to an unnecessary refresh and permissions error.
   

2. Fixed: Truncating dates by quarter did not work in line charts. Learn more about DateTrunc.
   

3. Fixed: Undefined columns were visible in workbook visualizations in focus view.
   

4. Fixed: Single value visualizations formatted as currency were displayed as giga rather than billions.

5. Fixed: Workbook range filters were disregarding the “Include Nulls” option under certain circumstances.
   
   

June 15, 2021

1. SQL source parameters are now available for workbooks. Learn more.

2. Workbook visualizations now support multiple axis label font size options.
   

June 14, 2021

If you’re in a hurry:

1. Conditional formatting is now available for single value visualizations in workbooks. 
2. Data bar conditional formatting is now available for pivot tables and tables in workbooks.

Tell me more:

1. Conditional formatting is now available for single value visualizations in workbooks. This includes the option to format based on a custom formula. To apply conditional formatting to a single value visualization, add a new rule under the COLOR section of the editor panel.

2. Data bar formatting is now available for pivot tables and tables in workbooks. To add data bars to a selected element, (1) click the paint bucket icon in the workbook toolbar to open the format popup, (2) select the ELEMENT tab, (3) click Conditional Formatting, and (4) add a new rule from the editor panel. 
   
   

June 11, 2021

If you’re in a hurry:

1. We’ve added an option to toggle between three view modes in workbooks. 
2. Grid format options are now available for tables and pivot tables in workbooks.
3. Workbooks now support input parameters for their dataset sources.
4. Fixed: Viewers temporarily lost access to download PNGs from dashboards.

Tell me more:

1. We’ve added an option to toggle between view modes (editing, exploring and viewing) in workbooks. These modes align with workbooks’ three permission types, ‘Can Edit’, ‘Can Explore’, and ‘Can View’, and are a great way to preview what users with different permission types will be able to see and do in any given workbook. Your current view mode will always be listed in the workbook header. Users with ‘Can Edit’ access can switch between all three modes. Users with ‘Can Explore’ access can switch between exploring and viewing modes. And users with ‘Can View’ access are limited to viewing mode.
   

2. Grid format options are now available for tables and pivot tables in workbooks. These options include ‘Show row grid’, ‘Show column grid’, and ‘Show banded rows’.
   

3. Workbooks now support input parameters for their dataset sources. This feature allows you to input values into parameters on a parent dataset directly from your workbook. These values are only applied to the dataset for the current instance of your workbook and do not impact the underlying dataset itself. Input parameters are equivalent to source parameters in Sigma worksheets.

4. Fixed: Viewers temporarily lost access to download PNGs from dashboards.

June 9, 2021

If you’re in a hurry:

1. SCIM-based centralized management of Sigma users and teams is now available through Azure! 
2. Additional format options are now available for workbook-based single value visualizations.
3. Creators and explorers without “Can Edit” permission on a workbook will now see a “Save As” button directly in the workbook header.
4. Fixed: Workbook control targets disappeared when unrelated fields were removed from the target element

Tell me more: 

1. Attention Admins - Centralized management of users and teams is now available for Sigma organizations through Azure! This feature builds SCIM provisioning onto Sigma’s pre-existing Azure integration for Single Sign On (SSO) with SAML. If you choose to configure this integration enhancement, you will gain the ability to manage Sigma teams from Azure. Additionally, user and group updates in Azure will automatically be pushed to your Sigma organization. This is an improvement over SAML alone, which did not push user updates until the user logged into Sigma. Get started.

2. Additional format options are now available for workbook-based single value visualizations. These options include value formatting and comparison formatting. 
   

3. Creators and explorers without “Can Edit” permission on a workbook will now see a “Save As” button in the workbook header. This option allows these users to save a new copy that they can edit. 

4. Fixed: Workbook control targets disappeared when unrelated fields were removed from the target element.

   
   

June 7, 2021

If you’re in a hurry:

1. Workbook pivot tables support collapsing and expanding grouped rows and columns.
2. Workbooks support manual list parameters.
3. Workbook visualizations support custom colors.

Tell me more: 

1. Workbook pivot tables now support collapsing and expanding grouped rows and columns. A similar behavior is also available for tables. For you to see the expand collapse buttons on a pivot table, it must have at least two columns plotted under either PIVOT ROW or PIVOT COLUMN. Get started with workbook pivot tables.
   

2. Workbooks now support manual list parameters. Manual lists consist of author-defined values. They are completely custom, unlike value lists derived from a source column in the workbook's data. Get started with workbook controls.
   

3. Workbook visualizations now support custom colors. Use a visualization’s COLOR mark to define color. This is similar to the color field in worksheet visualizations. Get started with visualizations in workbooks.
   
   

June 4, 2021

If you’re in a hurry:

1. A reset button has been added to workbooks for users with “Can View” or “Can Explore” access.
2. Workbook maps now support the COLOR mark.
3. We’ve added basic auto-highlighting between workbook visualizations with matching columns plotted on their axes. 

Tell me more:

1. A reset button has been added to workbooks for users with “Can View” or “Can Explore” access. Clicking this button resets the workbook to its published state, erasing any exploratory interactions made by the user. The Reset button can be found in the top right corner of the page after one or more actions have been performed.
   

2. Workbook maps now support the COLOR mark. This is similar to the color field in worksheet maps. Get started with visualizations in workbooks.

3. We’ve added basic auto-highlighting between workbook visualizations with matching columns plotted on their axes. When you click on a visualization to highlight a subset of your data, any corresponding visualizations will highlight the same subset. To qualify as “matching” the plotted columns must have identical formulas and reference the same data source. 
   
   

June 1, 2021

1. Workbooks have arrived!
2. Workbooks support a new account type: Explorer.
3. The Author account type has been renamed Creator.

1. Workbooks have arrived!

   As Sigma’s newest document type, they harness and extend the power of worksheets and dashboards in one collaborative canvas. Workbooks’ visual approach to data interaction and collaborative interface supports both ad hoc data exploration and long term complex reporting, making live data accessible and intuitive for everyone in your organization. Learn more about the power of workbooks or hop right into our docs. 

2. A new account type, Explorer, has been added to support data exploration in workbooks. Explorers have many of the same privileges as Authors, with a few limitations. Learn more.

3. The Author account type has been renamed to Creator. This is a name change only; no permissions have been modified. Organization Admins – there is no need to make updates to any existing user configurations or settings in response to this change.  Learn more about account types.