Workbook settings overview

A Sigma workbook has settings that apply to all its pages and elements. These settings allow you to customize your workbook to best fit your project, brand, and analyses. Within settings, you can:

• Change your workbook theme settings, color settings and font settings to match company or project branding
• Modify your layout style and layout settings to accommodate differently sized pages or screens
• Edit table style settings to highlight important information
• Manage workbook locales to translate your workbook

This document explains how to access your workbook settings, and what options are available for configuration.

For more information on designing workbook layouts, see Design workbook layouts.

User requirements

• To make changes in your a saved or custom view (but not the published version of a workbook), you need Full explore permission.
• To change and save settings for the published version of a workbook, you need Create, edit, and publish workbooks permission.

For more information, see Account type and license overview.

Access workbook settings

There are multiple ways to access workbook settings. While in Edit mode or working in a custom view:

• Select the document menu, then select Edit > Show workbook settings.
• Click the background of your workbook. From the side panel, select Workbook settings.

Theme settings

You can choose a predefined theme for your workbook, or create your own custom theme (see Create and manage workbook themes). Themes encompass a workbook’s color palette, fonts, and title and table text sizes, and are applied throughout the workbook once selected. Individual settings can be further modified.

To select a theme:

• In Theme dropdown menu, select your desired theme.

Color settings

The Color settings control text, button, background, element, and visualization colors in a workbook.

Setting	Description
Appearance	Select between a Light or Dark theme for a workbook.
Theme colors > Swap preset	Set a predefined color theme for workbook text, buttons, background, and charts.
Theme colors > Text	Sets the color of workbook text for your theme.
Theme colors > Highlight	Sets the color of buttons, link text, and selection indicators in your theme.
Theme colors > Surface	Sets the color for element backgrounds, borders, and icons in your theme.
Override colors > Canvas	Sets a custom color for the workbook canvas, different from the canvas color for the theme. Select Clear override to restore the default.
Categorical colors/Sequential colors/diverging colors	These are color schemes for the charts in your workbook. You can select a predefined palette or set custom colors to use for your charts.
Invert visualization tooltips	Inverts the theme's text and background colors in tooltips.

When you specify a color, you can choose a color from a predefined palette, specify a hex code, pick a color from a window or document open on your computer using an eyedropper, or choose a color from a gradient.

Select Revert to default to undo your changes and reset the settings to the default.

Font settings

The Font settings control fonts throughout the workbook.

Select Revert to default to undo your changes and reset the settings to the default.

Layout style settings

The Layout style settings control the layout of workbook pages and elements.

Select Revert to default to undo your changes and reset the settings to the default.

Table style settings

The Table style settings control the format and display of tables, pivot tables, and input tables. For more details about table style options, see Customize table style.

Select Revert to default to undo your changes and reset the settings to the default.

Layout settings

The Layout settings control the workbook layout.