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Create and manage workbook themes

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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.

SettingDescription
AppearanceSets light or dark theme for a workbook.
Theme colors > PresetSets a predefined color theme for workbook text, buttons, background, and visualizations.
Theme colors > TextSets the color of workbook text for your theme.
Theme colors > HighlightSets the color of buttons, link text, and selection indicators in your theme.
Theme colors > SurfaceSets the color for element backgrounds, borders, and icons in your theme.
Override colors > CanvasSets a custom color for the workbook canvas, different from the canvas color for the theme. Click x to clear.
Override colors > ElementSets a custom color for workbook elements. Click x to clear.
Visualization colorsApplies a predefined palette or custom colors to use for visualizations in the theme. You can specify hex codes for the custom color palette.
Invert visualization tooltipsInverts 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.

SettingDescription
Text fontSets the font for non-data workbook text, like element titles, element descriptions, and table headers. The default is Source Sans Pro.
Data fontSets the font for workbook data. The default is Roboto.
Title fontSets the font size and color of element titles.

Layout style

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

SettingDescription
Page widthSets the width of all pages in a workbook. The default is Full. Choose Custom to set a maximum width for workbook pages.
SpacingSets the size of spacing between elements.
CornerSets the shape of element corners. Choose from a square, rounded, or pill-shaped corner. The default is round.
Data element style > PaddingSets padding for a data element. Deselect the checkbox to remove padding around a data or control element.
Data element style > BackgroundSets a custom background color for a data or control element. Set to Auto to match the element background for the theme.

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.

SettingDescription
Table style presetsApplies a preset to configure all table style options.
Cell spacingSets the padding around text within table cells.
Grid linesDetermines how cell borders are displayed.
Show bandingDisplays a background color to alternating data rows.
HeaderFormats table headers.
SubheaderFormats subheaders (applicable to pivot tables only).
CellFormats data cells.

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. 

    Image of a cursor hovering over the Add button in the Create your own themes section of the Workbook Themes section of the Branding Settings tab.

  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.

    Image of the Save as an organization theme modal, with color and font theme settings visible in addition to the options described in surrounding text.

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.

    More menu for a specific theme open, showing Edit, Remove as default, and Delete options.

  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.

    📘

    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.

    More menu open for a non-default theme, hovering over the option to Set as default.

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.

    More menu open for a workbook theme, hovering over the option to Delete

  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.

    Confirmation modal for the Delete Workbook Theme modal, indicating that the theme will be removed from the theme options and all workbooks using this theme will revert to using the default workbook theme.

Updated 3 months ago

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