Create and manage workbook themes

Create and manage reusable workbook themes in the Administration portal. Customize fonts, colors, layout style, and table style, then assign your organization's default theme.

User requirements

To create manage workbook themes, you must be assigned an account type with the Manage all workbook themes and fonts or Manage branding settings permission enabled.

Theme settings overview

Customize any of the following theme settings to meet branding and aesthetic requirements.

Color

The Color settings control text, button, background, element, and visualization colors in a workbook.

Setting	Description
Appearance	Select between a Light or Dark theme for a workbook.
Theme colors > Swap preset	Set a predefined color theme for workbook text, buttons, background, and charts.
Theme colors > Text	Sets the color of workbook text for your theme.
Theme colors > Highlight	Sets the color of buttons, link text, and selection indicators in your theme.
Theme colors > Surface	Sets the color for element backgrounds, borders, and icons in your theme.
Override colors > Canvas	Sets a custom color for the workbook canvas, different from the canvas color for the theme. Select Clear override to restore the default.
Categorical colors/Sequential colors/diverging colors	These are color schemes for the charts in your workbook. You can select a predefined palette or set custom colors to use for your charts.
Invert visualization tooltips	Inverts the theme's text and background colors in tooltips.

When you specify a color, you can choose a color from a predefined palette, specify a hex code, pick a color from a window or document open on your computer using an eyedropper, or choose a color from a gradient.

Font

The Font settings control fonts throughout the workbook.

Layout style

The Layout style settings control the layout of workbook pages and elements.

Table style

The Table style settings control the format and display of tables, pivot tables, and input tables. For more details about table style options, see Customize table style.

Create a theme

Create a workbook theme that can be applied by users across your entire organization:

1. Go to Administration > Account > Branding Settings:

   1. In the Sigma header, click your user avatar to open the user menu.

   2. Select Administration to open the Administration portal.

   3. In the side panel, select Account, then select the Branding Settings tab.

2. In the Workbook Themes section, click Add. 

   

3. In the Save as an organization theme modal, configure the new theme:

   1. In the Theme name field, enter a unique name to identify the theme.
   2. To apply the theme to all workbooks by default, select the Set as organization default checkbox.
   3. Customize the theme settings.
   4. Click Save to submit the theme.

   

Edit an existing custom theme

Edit an existing theme at any time to update all workbooks using it.

1. Go to Administration > Account > Brand Settings:

   1. In the Sigma header, click your user avatar to open the user menu.

   2. Select Administration to open the Administration portal.

   3. In the side panel, select Account, then open the Brand Settings tab.

2. In the Workbook Themes section, locate the name of the theme you want to edit, then click More and select Edit.

   

3. In the Edit organization theme modal, edit the theme settings as needed, then click Save.

   Sigma immediately reflects the changes in all workbooks using the theme.

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   The Save as setting defaults to the Update existing option, which overwrites the existing configurations and updates all workbooks using the theme. To save the changes as a new custom theme, select New.

Change the default theme

The Default marker in the list of custom themes indicates your organization's default. If no default marker is displayed, your organization's default is Sigma's built-in Light theme.

1. Go to Administration > Account > Brand Settings:

   1. In the Sigma header, click your user avatar to open the user menu.

   2. Select Administration to open the Administration portal.

   3. In the side panel, select Account, then open the Brand Settings tab.

2. In the Workbook Themes section, locate the name of the theme you want to update, then click More and select an option in the dropdown:

   • To assign the theme as your organization's default, select Set as default.

   • To unassign the theme as your organization's default, select Remove as default.

   Sigma applies the default theme to all new workbooks and any existing workbooks in which the theme has remained unchanged since creation.

   

Delete a custom theme

1. Go to Administration > Account > Brand Settings:

   1. In the Sigma header, click your user avatar to open the user menu.

   2. Select Administration to open the Administration portal.

   3. In the side panel, select Account, then open the Brand Settings tab.

2. In the Workbook Themes section, locate the name of the theme you want to delete, then click More and select Delete in the dropdown.

   

3. In the Delete Workbook Theme modal, click Delete to proceed.
   Sigma permanently deletes the theme from your organization and reverts all workbooks using it to the default theme.