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.

Font and color

The Font and color settings control fonts, backgrounds, and chart colors throughout the workbook.

SettingDescription
ColorsApplies a predefined color palette or customizable color settings for workbook text, background, and charts
Invert viz tooltip colorsInverts the theme's text and background colors in tooltips
Text fontSets the font for non-data workbook text, like element titles, element descriptions, and table headers
Data fontSets the font for workbook data
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
Border shapeSets the shape of card borders and button elements
Page widthSets the width of the workbook layout
Show cardsDisplays element cards (visual containers that frame most elements)
SpacingSets the size of spacing between 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.

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 new theme

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

  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, click Add.Β 

  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. Customize the theme settings.
    3. To apply the theme to all workbooks by default, select the Set as organization default checkbox.
    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.

    πŸ“˜

    The Save as setting defaults to the Update existingΒ 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 DeleteΒ 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.