Schedule exports using conditions
When you create email export and/or Slack notification schedules using the Schedule exports modal, you can define conditions for when the report is sent. Sigma checks conditions against a single data element of your choice, and Sigma will only send exports when the send conditions are met.
Contents
Set conditions for sending an export
Requirements
- To use this feature, you must be a Creator or Admin or be assigned a custom account type with the appropriate permissions.
- You must have Can Edit or Can Explore access to the individual workbook.
Set conditions for sending an export
- Follow the instructions for your export destination:
- Email: Send a workbook export to email recipients
- Slack: Send Slack notifications
- Google Sheets or Drive: Schedule exports to Google Sheets or Drive
- Cloud storage: Workbook export to cloud storage (Beta)
- In the Send section, select an option.
Send condition details vary by what you select.- If you select Always, you're all set. Sigma sends the export at the scheduled time. Continue to the next step.
- If you select If there's no data, the In data element dropdown appears. Select an element. If the selected element has no data, Sigma sends the export.
- If you select If there's data, the In data element dropdown appears. Select an element. If the selected element has data, Sigma sends the export.
- If you select If a condition is met, the In data element dropdown and the check conditions appear.
Define column-specific condition using all or some of the following fields:-
Check if: Choose whether Any values or All Values should meet the condition that follows.
- In column: Select one column from the list for the condition to run against.
- Is: Select a condition, such as equal to, greater than, or contains, to check against the column's values. Options are dependent on the selected column's value type.
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Value: (Only available if the condition accepts a value.) Enter a value to check against the condition. The value must match the selected column's value type.
Workbook schedules that send If a condition is met can be tested before the schedule is saved. To test a condition, click Test Condition. Test results appear in line with the button.
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Check if: Choose whether Any values or All Values should meet the condition that follows.
- When you have finished setting all the options in the Send now or Schedule exports modal, click Create Schedule.
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(Optional) Go back to the modal and click Test Condition to confirm that data in the workbook meets your selected condition. Test results appear in line with the button.
Tips:- If you are scheduling an export for a condition that IS NOT currently met, the Sigma team recommends testing a similar condition; that is, temporarily set the Value field to a value that matches the condition.
- Using Send now bypasses these conditions and thus is not a recommended way to test.