IMPORTANT: This document is specific to Sigma's new Workbooks feature. If you instead want to learn about this topic for dashboards, please visit Send and Schedule Slack Notifications.

Workbooks, their pages, and individual visualizations can be sent to any channel in your Slack account on a set schedule or as-needed basis. Each workbook can support multiple schedules.

Summary of Content

Requirements
Send a Notification without a Schedule
Schedule a Slack Notification
Access and Permissions
Related Resources

Requirements

  • To use this feature, you must be an Explorer, Creator, or Admin or be assigned a custom account type permitted to export workbooks. Learn about user account types
  • Slack must be enabled on your organization. This requires Admin access. Learn more.
  • If you are exporting to a private channel, Sigma's Notifications bot must first be enabled for that channel. Type @Sigma Notifications  into your private channel to enable it.

Send a Notification without a Schedule

Prerequisite: Publish or discard any unsaved changes.

  1. In the workbook header, click the caret (▼) icon button to the right of the title.
  2. Select Send now....
    This will open the Send Now modal.
    Screen_Shot_2021-10-21_at_2.39.33_PM.png
  3. The Destination will be set to Email.
    Screen_Shot_2021-10-21_at_2.43.46_PM.png
  4. Under the To field, enter the name of your target Slack channel.
  5. [optional] Enter a Message.
    Note: You can use Slack channel @ mentions (e.g. @here or @channel) to notify target recipients when the notification is delivered. This is not supported for individual recipients (e.g. @rob or @marketing-team).
  6. Under Attachment, select the workbook page or data element you want to export.
  7. Under Formatted as, select an export format: PDF, CSV, Excel, or Inline.
    Note: Available format options depend of your Attachment choice.
  8. If you choose PDF formatting, select a Layout: portrait or landscape.
  9. [optional] Select Include workbook link.
  10. [optional] Select Run queries as recipient. If selected, the results a recipient sees will be dependent on their Sigma data access permissions.
  11. Click Send.

Schedule a Slack Notification

Prerequisite: Publish or discard any unsaved changes.

  1. In the workbook header, click the caret (▼) icon button to the right of the title 
  2. Select Schedule exports... from the menu.
    This will open the Schedule Exports modal.
    Screen_Shot_2021-09-20_at_1.26.42_PM_copy_2.png
  3. If this is the workbook's first schedule, click Add Schedule.
    Screen_Shot_2021-10-21_at_3.00.30_PM.png
    If one or more schedules already exist, click + New Schedule.
    Screen_Shot_2021-10-21_at_2.59.13_PM.png
  4. The New schedule dialog will appear.
    Under Destination, select Slack.
    Screen_Shot_2021-10-21_at_3.41.58_PM.png
  5. Under To, enter the name of your target Slack channel. This must be a public channel
  6. [optional] Enter a Message.
    Note: You can use Slack channel @ mentions (e.g. @here or @channel) to notify target recipients when the notification is delivered. This is not supported for individual recipients (e.g. @rob or @marketing-team).
  7. Under Attachment, select the workbook page or data element you want to export.
  8. Under Formatted as, select an export format: PDF, CSV, Excel, or Image.
    Note: Available format options depend of your Attachment choice.
  9. If you choose PDF formatting, select a Layout: portrait or landscape.
  10. [optional] Select Include workbook link.
  11. [optional] Select Run queries as recipient. If selected, the results a recipient sees will be dependent on their Sigma data access permissions.
  12. Under Repeat by, select a schedule.
    Screen_Shot_2021-10-21_at_3.07.42_PM.png
  13. [optional] Click the + Select Control button to use controls available in the workbook specifically for your scheduled report. Learn more.
  14. Under Send, select your preferred send conditions. Learn more.
  15. Click Create Schedule.

Access and Permissions

By default, Slack notifications are only available for your account's public Slack channels. To allow exports to a private channel, add the @Sigma Notifications bot to that channel by typing @Sigma Notifications directly in the channel. 

When you send or schedule a notification, you have the option to choose whether the notification include a link to the worksheet or dashboard in Sigma.  A person must have a Sigma account with access granted on the workbook to view it live in Sigma.

Related Resources

Send and Schedule Workbooks
Conditionally Scheduled Reports