Create Workbooks from Templates

Workbook templates allow users to templatize and share workbook structures for quick and consistent reuse. This article covers how to explore and create new workbooks from existing templates.

Summary of Content

Requirements
Create a Workbook from a Template
Use Your Data into a SIGMA TEMPLATE
Related Resources

Requirements

  • To explore an existing template or create a new workbook based on a template, you must:
    • be assigned an Explorer, Creator or Admin account type
    • have Can Use access to the template

Create a Workbook from a Template

  1. Open your Templates gallery page.
    You can access this page from:
    • the left-side navigation panel on your home page, or
    • the quick navigation menu (Screen_Shot_2021-11-18_at_11.08.00_AM.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.
    Screen_Shot_2021-10-28_at_12.49.13_PM.png

Note: Workbooks support source swapping. To begin swapping your data into a workbook, open the workbook in Edit mode. Open it's header menu. Then click Swap data sources.

 

Use Your Data into a SIGMA TEMPLATE (Beta)

Prerequisite: The data you want to swap in must be available in Sigma.

To inject your own data into a SIGMA TEMPLATE: 

  1. Open your Templates gallery page.
    You can access this page from:
    • the left-side navigation panel on your home page, or
    • the quick navigation menu (Screen_Shot_2021-11-18_at_11.08.00_AM.png), located in the top left corner of any document page.
  2. Click the template you would like to use.
    This opens the templated workbook.
  3. If the workbook is built on sample data, a popup will appear at the top of the page.
    Click Swap now.
    swap_now_button.png
    This opens the Swap Data Sources page.
    sourc_swap_page.png
  4. Sigma will attempt to automatically match your data with the template's expected data. 
    However, you can override this, or you may need to manually select a source if a cannot be found by Sigma.
    [optional] To replace a matched source, click the edit (edit_pencil_icon.png) button next to the source under  REPLACE WITH. Then select a new source from the modal.
    Replace_matched_source_pencil_button.png
  5. If the template requires additional sources, check each sources match from the left most panel, ALL SOURCES IN USE.
  6. When ready, click Swap.

Now what? Explore the workbook to confirm that your data looks correct. To create an editable and publishable workbook from the template, click Save As in the template’s header.

 

Note: Workbooks also support source swapping. To begin swapping your data into a workbook, open the workbook in Edit mode. Open it's header menu. Then click Swap data sources.

Related Resources

Get Started with Templates
Create and Edit Templates
Share Templates