Admin

Cross-org template sharing

Send and accept workbook templates across different Sigma organizations.

With secure cross-org sharing, a receiving organization must choose its own data source to populate the shared template, ensuring no data from the sharing organization is disclosed.

For more information, see Share and accept cross-org workbook templates.

Snowflake key pair authentication and rotation

Create a Snowflake connection using the key pair authentication method, and protect your data with key rotation.

Key pair authentication offers enhanced security through the use of a private key (secured by Sigma) and a public key (shared with Snowflake) for encryption and decryption. By implementing periodic key rotation, you can further protect your data from threats of exposure and compromised keys.

For more information, see Sigma’s Snowflake Key-pair Authorization QuickStart.

Scoped API keys

Define the scope of an API key to permit access to APIs only, embeds only, or both. This update provides more control over API privileges to ensure developers are granted relevant feature access.

For more information about client credentials, see Generate API client credentials and Generate embed client credentials.

APIs

Embed signing packages

Use Sigma’s sample code for signing embed URLs to reduce time to deploy embedded applications.

For sample code in Go, Python, Ruby, and JavaScript, see the Embed Signing Packages Github repository.

Workbook features

Actions (GA)

Build workbook interactivity with actions (now generally available) to create efficient workflows that produce quick and relevant data insights.

The GA release features additional effects in navigation, control value management, element modification, and data transfer. For more information, see the following documentation:

Data modeling

Data models (Beta)

Build data models to create collections of table and input table elements that can be reused as data sources in other Sigma documents. Use the familiar workbook-style format to easily transform and analyze reusable elements, and view key insights into data model usage across your organization.

For more information, see Intro to data models and Create and manage data models.

Functions and calculations

Advanced calculation options for metrics

Quickly convert metrics to cumulative aggregates (grand total) or relative aggregates (percent of total) in tables, pivot tables, and visualizations.

Open the relevant column menu, then hover over Advanced calculations and select an option to show the grand total or percent of total. Available percentage breakdowns (by grand total, x-axis, row, column, etc.) depend on the element type.

Workbook elements

Interactive chart legends

Interact with chart legend entries to quickly focus on specific data subsets.

Charts containing legends that represent qualitative segments (like categories or series) support the following interactive filtering capabilities:

  • Hover over a legend entry to highlight corresponding data points.
  • Click a legend entry label to isolate corresponding data points.
  • Select or clear the checkbox of one or more legend entries to show or hide corresponding data points.
  • Click anywhere (within the element) outside of the plot area or legend to reset the chart display.

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Changes resulting from chart legend interactions persist when you switch between workbook modes; however, they don’t persist across user sessions and aren’t saved when the workbook is published.

Bug fix

  • To preserve data integrity, Sigma no longer converts Yes/No and 0/1 values to True/False boolean values in CSV uploads.

Workbook features

Customizable page tab color

Customize the color of individual page tabs for added clarity and organization in workbooks.

In the page menu, click Change color and select an option from the color palette.

Embeds

JavaScript event for saved bookmark

Sigma now listens for the following JavaScript event sent by a user to save a bookmark on an embedded workbook:

{
      type: 'workbook-bookmark-current';
      bookmarkName: string;
      isDefault: boolean;
      isShared: boolean;
}

Workbook elements

Map region improvements

Sigma now uses Mapbox to render regions in map elements. This update contributes overall performance improvements, including more precise boundaries for mapped regions.

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Due to updated place name specifications, Mapbox may not render some regions in existing maps. Update place names in map element data sources if needed.

Conditional formatting using hidden controls

Conditional formatting rules referencing hidden controls are now applied reliably to visible data elements in embeds and published workbook versions (View and Explore mode).

For more information about hidden controls and filter accessibility, see Create a hidden control.

Bug fixes

  • Selecting the Impersonate user function for a user assigned the Embed member type no longer redirects admins to the Home page.
  • Admins can now successfully update a user’s member type from Internal to Guest.
  • Sigma now emits the workbook:error JavaScript event when an embed user is logged out due to a session timeout.

Admin

Account type permissions for export destinations

Account types feature separate permissions for individual export destinations, enabling granular control over members’ ability to export workbook content to Google Sheets, Google Drive, Slack, cloud storage, and webhooks.

For more information, see the account type permission availability matrix (Sharing and exports section) in License and account type overview.

Separate export warehouse

If your Sigma organization is connected to Snowflake, you can run all scheduled, direct, and on-demand exports through a separate warehouse. This practice isolates export operations to optimize performance and reduce computing costs.

For more information, see Configure an export warehouse.

Performance

SUPER data type support

Sigma natively supports the SUPER data type to seamlessly handle semistructured data from Redshift connections.

Workbook elements

Default value for empty pivot table cells

When there’s no corresponding source data for a pivot table value cell to reference (no record exists for the particular combination of dimensions), the cell is empty by default. To customize the value for all empty cells, go to Element format > Format and enter the preferred value in the Empty cell display value field.

Workbook features

Table styling in workbook settings and organization themes

Configure a default table style for an entire workbook (in the Workbook settings panel) or an organization theme (in the Administration portal).

For more information, see Customize table styles and Create and manage workbook themes.

Functions

Array function

The Array function returns an array containing specified values.

For more information, see Array.

Workbook elements

Repeat pivot values in exports

When sending or scheduling an export, you now have the option to repeat pivot values in Excel or CSV output.

In the Send Now or Schedule Exports modal, go to More options and select the Repeat pivot values checkbox. This ensures the pivot header values are populated in every applicable row or column.

Bulk column drag-and-drop

When interacting with a visualization, table, pivot table, or input table elements, you can now bulk drag-and-drop columns in the Element properties > Columns tab to reorder multiple columns or add them to groupings, calculations, and other properties.

Workbook features

Button element formatting

Button elements now feature new Style, Shape, and Size formatting options in the Element properties panel.

Admin

Updated licensing model

Sigma’s license tiers are now labeled Lite, Essential, and Pro to bring clarity and simplicity to the licensing model.

If your organization was previously subscribed to the two-license model, it will continue using two license tiers: Lite (formerly Viewer) and Pro (formerly Creator). No action is required to accommodate the update, as all user functionality and experiences will continue seamlessly.

For more information, see the Sigma Community post.

Functions

DateFormat function enhancement

The DateFormat function now supports the %q specifier that allows you to extract the quarter component from a datetime value.

For more information about the function and supported format specifiers, see DateFormat.

Admin

Updated account type permissions for explore access

Account types now support two permissions that enable users to be granted Can explore workbook permission. These account type permissions determine how users interact with workbooks in specific modes.

  • Basic explore enables users to access View mode with additional capabilities when granted Can explore workbook permission.

  • Full explore (formerly named Explore workbooks) enables Basic explore capabilities in View mode as well as the full scope of user interactions in Explore mode.

For a detailed comparison of user interactions supported by each permission, see Basic explore vs. Full explore.

Templates

New templates

The following templates are now available in the Templates > External tab:

  • Google Analytics 4: Offers visibility into GA4 events data not provided by the Google Analytics platform.

  • Plugs Electronics Profit Planning Tool: Leverages Sigma’s latest design features for an improved look and feel.

  • Loan Analysis: Analyzes loan portfolio performance using publicly available loan data from Lending Club.

Workbook elements

Display or hide legends in maps

Map elements now support the ability to display or hide legends. In the Element properties > Legend section, select the Show legend checkbox to display the legend or clear the checkbox to hide it.

Embeds

Hide run as recipient

Embeds now support a hide_run_as_recipient parameter that allows you to hide the Run queries as recipient option in the Send Now and Schedule Exports modals. This removes the ability for embed users to configure exports that run queries using the recipient’s permissions and data access. A Hide run as recipient option has also been added to the Embed configurations panel in the embed sandbox.

Embedding workflows UI refresh

The following UI changes have been applied to the embedding workflows in Sigma:

  • Embed types now include Secure or Public. All references to “Application” and “User-backed” embedding have been removed.
  • The former APIs & Embed Secrets page in the Administration portal is now labeled Developer Access. This page displays existing credentials and allows you to create new ones.
  • The former Application Embedding Secret modal (accessible from the Developer Access page) is now labeled Secure Embedding Credentials. This modal displays the client ID and embed secret upon creation.

For information about secure and public embedding, see Create and manage a secure embed and Create and manage a public embed.

Workbook elements

Clear segmented control selection

Segmented control elements now feature a Show clear option setting in the Element properties > Settings tab. Enable this and customize the display label (default “None”) to add an option that allows users to clear the selected control value.

Functions

ConvertTimezone function enhancement

The ConvertTimezone function now supports an optional from_timezone argument that allows you to specify the time zone from which the datetime value is converted. This argument can be used when the data’s originating time zone differs from your organization’s configured account time zone.

For more information, see ConvertTimezone.

MakeDate function enhancement

The MakeDate function now supports optional hour, minute, and second arguments that enable more precision when specifying the datetime components.

For more information, see MakeDate.

Workbook elements

Permanent filter icon display

The element toolbar for data elements now includes a filter icon at all times, regardless of whether a filter or control is already applied. This update enables quick access to filtering options for every data element added to the workbook.

Workbook features

Dynamic page visibility (Beta)

Dynamic page visibility allows you to restrict the visibility of individual workbook pages based on specific users and teams. By default, pages are visible to all users with permission to view, explore, or edit the workbook, but you can now choose from three options:

Hide page from all usersHides page from all users when the workbook is open in View or Explore mode.
Show page to all users
(default)
Shows page to all users when the workbook is open in any mode.
Only show to select users or teamsShows page to select users and teams when the workbook is open in any mode. Hides page from unselected users when the workbook is open in View or Explore mode.

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Page visibility settings apply to View and Explore mode only. The workbook owner and all users with Can edit access to the particular workbook can access all pages in Edit mode, regardless of page visibility settings.

For more information, see Customize workbook page visibility.