IMPORTANT: This document is specific to Sigma worksheets. To learn about export options for Sigma’s new Workbooks feature, please visit Send and Schedule Workbooks.





Sigma’s Google Drive Export feature allows you to easily schedule exports of your Sigma worksheets to a folder on your Google Drive. Each export will create a new Sheet without overwriting any of its predecessors.

Summary of Content

The Power of Snapshots
Authorize Sigma to Export to your Google Drive
Create a Destination Folder
What to Expect from your Scheduled Export
Set up a Schedule
Send Now - How to Send your Scheduled Export at any Time
Edit/Delete your Schedule
Related Resources

The Power of Snapshots

By generating a new Sheet on each export, this feature allows your team to create a snapshot history of reports in a central location for future reference and easy sharing.

You can leverage this report history to track and reflect on data changes and business decisions over time.

If you would prefer to rewrite over a single Sheet on each export, check out Export to Google Sheets.

Authorize Sigma to Export to your Google Drive

The first time you schedule an export to Google Drive, you will be prompted to authorize Sigma to export to your Drive. Click Authorize and follow the instructions on your screen.


After completing authorization, you will be redirected back to Sigma’s Scheduled Exports modal. 

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Create a Destination Folder

When setting up a schedule, you will be asked to create a destination folder directly from Sigma’s scheduler modal. This new folder will be created directly in your authorized Google Drive.

To create this folder, please enter a new folder name under the heading Google Drive Folder and click Create Folder. You can rename the folder at any time in Google Drive without it impacting your schedule.

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We will then provide you a direct link to your new folder.

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*Note: each schedule will be associated with the Google Drive of the original scheduler.


What to Expect from your Scheduled Export

Every time your scheduled export runs, a new timestamped Google Sheet will automatically be created in your destination folder.
Each Sheet will be named as follows: "<Export Timestamp> - <Sigma Document Name>”.



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The export limit is 150k rows of data, and any columns that have been grouped into levels will be flattened. 

Set up a Schedule

  1. Open the Worksheet you would like to export.
  2. If it is in Edit mode, click the Publish button in the top right of the screen.
  3. Click the ••• icon button in the worksheet header to open the worksheet menu.
  4. Select Schedule... in the menu to open the Scheduled Exports modal.
    Screen_Shot_2020-12-08_at_12.02.58_PM.png
  5. If this is the dashboard's first schedule, click Add Schedule.
    If schedules already exist, you will see them listed. Click + New Schedule.
    Screen_Shot_2020-07-31_at_10.30.33_AM.png    Screen_Shot_2020-07-31_at_10.27.42_AM.png
  6. Under Destination choose ‘Google Drive’.
  7. If you have not already authorized Sigma to export to your Drive, you will be prompted to do so at this time.
  8. Under Google Drive Folder, type your new folder name and click ‘Create Folder’. Check out Creating a Destination Folder to learn more.
    Screen_Shot_2020-07-26_at_4.11.17_PM.png
  9. Under Repeat by, select the frequency and time of day to export the snapshot of the worksheet.
    Screen_Shot_2020-09-22_at_3.35.22_PM.png
  10. [optional] Under Send you may choose to specify delivery conditions. For each scheduled delivery, the export/notification will only be sent if this condition is met. Learn more about conditional scheduling.
    Screen_Shot_2020-09-22_at_3.35.39_PM.png
  11. Click Create Schedule.

 

Send Now - How to Send your Scheduled Export at any Time

  1. Click the ••• icon button in the worksheet header to open the worksheet menu.
  2. Select Schedule... to open the Scheduled Exports modal.
  3. Click the ••• to the right of the schedule you would like to edit.
  4. Click Send Now to immediately export the worksheet to your folder.
Screen_Shot_2020-08-06_at_6.29.14_PM.png

 

Edit/Delete your Schedule

  1. Click the ••• icon button in the worksheet header to open the worksheet menu.
  2. Select Schedule... to open the Scheduled Exports modal.
  3. Click the ••• to the right of the schedule you would like to edit.
  4. Click Delete to delete the schedule or Edit to make changes to the schedule.


 

Related Resources

Send or Schedule Reports
Export to Google Sheets
Conditional Scheduling

 

IMPORTANT: This document is specific to Sigma worksheets. To learn about export options for Sigma’s new Workbooks feature, please visit Send and Schedule Workbooks.