Join Data in Workbooks (Beta)

Important: This document is specific to Sigma Workbooks. If you want to learn about this topic for datasets, please visit Join Data in Datasets.

Joins combine data from multiple sources based on matching columns. 

This article covers how to create joins in workbooks. 

This feature is currently in beta. Beta features are subject to quick, iterative changes. As a result, this document may not reflect the most current version.

Join Data Sources

Before you start: This action is only available in edit mode. To begin editing, click Edit in the top right corner of the page. Learn more

  1. Open the workbook's ADD NEW panel.
  2. Under DATA ELEMENTS, click to select your desired element type: TABLE, VIZ, or PIVOT TABLEScreen_Shot_2022-04-28_at_9.55.49_AM.png
  3. It's time to select a data source.
    Open the NEW tab.
  4. Select JOIN.
    Screen_Shot_2022-04-28_at_10.01.13_AM.png
    This opens the Select Source modal.
  5. Select a source from the left panel.
    The prompts that follow depend on your selected source type.
    Screen_Shot_2022-04-28_at_10.04.46_AM.png
  6. Once your source's preview has loaded, click Select.
    Screen_Shot_2022-04-28_at_10.10.14_AM.png
    This opens the Create join page.
  7. Joins require two or more sources.
    To begin adding your second source, click the plus (+) button next to SOURCES in the left panel. 
    Screen_Shot_2022-04-28_at_10.12.15_AM.png
  8. Repeat steps 5 & 6.
  9. Select a Join type. What are join types?
    Screen_Shot_2022-04-28_at_10.23.55_AM.png
  10. Select your Join keys
    Note: In some cases, you'll want to define multiple pairs of join keys. 
    Screen_Shot_2022-04-28_at_10.27.18_AM.png
    On the right side of the page, you'll see match rates for your proposed join.
  11. [optional] To join an another source, repeat steps 7 – 10. 
  12. When ready, click Preview output.
    Screen_Shot_2022-04-28_at_10.33.53_AM.png
  13. Review your join's preview, and make any wanted changes to included columns. 
    Screen_Shot_2022-04-28_at_10.35.17_AM.png
  14. Click Done.
    Your new element will appear in the workbook.