Workbook Templates / Examples

Important: At this time, templates are used for pre-built workbook examples, automatically available only to organizations created on or after October 29, 2021. To learn more about the future of templates, or to sign up for the beta release, contact your Sigma Account Representative.

Summary of Content

Explore a Template
Related Resources


  • Template-based example workbooks are available to all organizations created on or after October 29, 2021.

Explore a Template 

  1. Navigate to the Templates page.
    You can access this page from:
    • the left-side navigation panel on your home page, OR
    • the quick navigation menu (Screen_Shot_2021-10-28_at_12.37.59_PM.png), located in the top left corner of any document page.Screen_Shot_2021-10-28_at_2.12.01_PM.png
  2. Click the template you would like to explore.
    This will open the templated workbook.
  3. Explore the template by clicking on any of its interactive elements. These include tables, visualizations and controls.
    Note: None of your changes will impact the template itself.
  4. [optional] To create an editable and publishable workbook from the template, click Save as in the template’s header.

Related Resources

Workbooks: An Overview (New)
Popular Resources
Sigma Hands-On Lab