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Workbook analysis
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About Sigma
Sigma basics
Get around in Sigma
Start using Sigma
Sigma's sample connection
Sigma templates
Get started with workbook templates
HubSpot Campaign Analysis template
Snowflake usage templates
Connect
Connect to data sources
Snowflake
Connect to Snowflake
Configure user attributes on a Snowflake connection
Configure an export warehouse
Restore input table access for a Snowflake connection or user
Databricks
Connect to Databricks
Redshift
Connect to Redshift
BigQuery
Connect to BigQuery
AlloyDB
Connect to AlloyDB
MySQL
Connect to MySQL
PostgreSQL
Connect to PostgreSQL
Starburst
Connect to Starburst
Azure SQL Database
Connect to Azure SQL Database (Beta)
SQL Server and Azure SQL Managed Instance
Connect to SQL Server 2022 and Azure SQL Managed Instance (Beta)
Manage connections
Set up write access
Configure OAuth with write access
Run a workbook with service account credentials
Connect through SSH
Set up Private Link
AWS PrivateLink Connections
Azure Private Link Connections
Troubleshoot your connection
Model
Get started with data modeling
Data models
Navigate data models
Create and manage data models
Define relationships in data models
About metrics
Create and manage metrics
Review and manage your data catalog
Datasets
Create and manage datasets
Dataset best practices
Tutorial: Data modeling with datasets
Introduction to the Dataset Worksheet
Dataset worksheet controls
Dataset Worksheet Columns
Dataset Totals
Dataset filters
Create and manage dataset parameters
Using CSVs in Datasets
Dataset Lineage
Share datasets
Configure Dataset Columns
Dataset Links
Create a dataset from SQL
Create and manage dataset warehouse views
Add and manage data
Supported data types and formats
Upload CSV data
Join data
Join types
Lookup join
Inner Join
Left Outer Join
Right Outer Join
Full Outer Join
Join data in datasets
Join data in workbooks
Transform data
Define custom datetime formats
Generate and access structured objects
Data security
Set up row-level security
Configure column-level security
Analyze
Workbook basics
Workbooks overview
Workbook modes overview
Navigate a workbook
Collaborate with Live Edit in workbooks
Intro to Element Types
Build a workbook
Create a workbook
Ad hoc data explorations
Use your organization's plugins
Draft and publish a workbook
Copy workbook pages
Copy and paste workbook elements
Design workbook layouts
Data elements
Create a data element
Use related columns in a workbook or data model
Use linked columns in workbooks
Add columns through Lookup
Create and edit period-over-period analysis
Machine Learning functions
Create time series forecasts with ML Forecasting
Tables
Create and manage tables
Format and customize a table
Add hyperlinks and images to columns
Extract columns from JSON or variant data
Pivot tables
Working with pivot tables
Pivot table totals and subtotals
Format pivot table totals
Hierarchies (Beta)
Query
Write custom SQL
Reference workbook control values in SQL statements
Query a dbt Semantic Layer integration (Beta)
Ask natural language queries with Ask Sigma
Manage Workbooks
Manage a workbook
View workbook and data model data lineage
Change the data source for a workbook or element
Manage workbook refresh options
Manage workbook localization
Manage workbook page visibility
Add shortcuts to documents
Workbook templates
Create workbooks from templates
Create and edit workbook templates
Workbook lifecycle
Workbook lifecycle: explore, draft, and publish
View and manage document badges
Workbook versions and version history
Add version tags to workbooks and data models
Workbook performance
About materialization
Schedule materialization for a data model or workbook (Beta)
Schedule materialization for a dataset
Schedule materialization for a version-tagged data model (Beta)
Best practices for improved performance
Create and manage warehouse views
Manage SQL queries
Examine workbook and data model queries
Examine dataset queries
Set a query ID cache duration
Caching and data freshness
Chart
Intro to charts
Build a chart
Build a bar chart
Build a line chart
Build a KPI chart
Build a scatter plot
Build a Sankey diagram
Build a funnel chart
Build a gauge chart
Build a geography map
Build a waterfall chart
Area charts
Combo charts
Box and whisker charts
Pie and donut charts
Maps
Customize a chart
Create and format trellis charts
Customize chart mark tooltip fields
Format chart legend
Display chart data labels
Format chart axis position
Display chart reference marks
Add trend lines
Add a custom color scale
Filter
Filter data
Dynamically filter and modify data in Sigma
Filter data in data elements
Sort filter values
Intro to control elements
Create and manage a control element
Create and configure a segmented control
Drill down control
Top N filter
Create and configure a legend control
Work with controls
Reference control values as parameters
Set control values in a URL using query string parameters
Synced controls
Design
UI elements
Intro to UI elements
Create a button element
Text elements
Workbook formatting
Workbook settings overview
General element formatting
Customize element title
Customize element background and styles
Customize the sort order of data elements
Build apps
About Sigma data apps
Data app tutorial: Build an employee feedback survey
Add or collect data
Intro to input tables
Create new input tables
Edit existing input table columns
Configure multi-select columns on input tables (Beta)
Configure data governance options for input tables
Apply data validation to input table columns
Customize data entry permission on input tables
Add system-generated columns to input tables
Design layouts
Organize workbook layouts with containers
Create and configure tabbed containers (Beta)
Add a modal to a workbook
Add logic and interactivity
Intro to actions
Create actions
Create actions that navigate to destinations
Create actions that manage control values
Create actions that modify or refresh elements
Create actions that control modals and tabbed containers
Create actions that modify input table data
Create actions that download and export data
Create actions that generate embed iframe events
Create actions that modify plugins
Create actions that call stored procedures (Beta)
Configure actions
Configure an action sequence
Define an action condition
Use variables in actions
Create cross-element filters
Create custom context menu actions (Beta)
View and manage existing actions
Interact
Interact with workbooks
Create and interact with custom views
Create and share saved views
View column details
Keyboard shortcuts: Mac OS
Keyboard shortcuts: Microsoft Windows
Interact with charts
Drill into data (Drill Anywhere)
View underlying data
Explain charts with AI
Highlight chart values
Collaborate in workbooks
Use comments in workbooks
Capture and annotate images in comments
Search for files in your organization
Share
Share a workbook
Share a folder
Share templates
Share workbook templates
Share and accept cross-org workbook templates
Send or schedule workbook exports
Export data
Schedule a conditional export or alert
Download workbook data
Export to email
Export to Slack
Export to Google Sheets
Export to Google Drive
Export to cloud storage (Beta)
Export to webhook
Export as email burst
Manage scheduled exports
Configure additional options for exports
Manage scheduled exports
About exporting data
Format PDF exports (legacy layouts)
Download and export limitations
Calculate
Operators overview
Use AI with formulas
Perform AI queries
Functions
Function index
Aggregate functions
ArrayAgg
ArrayAggDistinct
Avg
AvgIf
Corr
Count
CountDistinct
CountDistinctIf
CountIf
GrandTotal
ListAgg
ListAggDistinct
Max
MaxIf
Median
Min
MinIf
PercentileCont
PercentileDisc
PercentOfTotal
StdDev
Subtotal
Sum
SumIf
SumProduct
Variance
VariancePop
Array functions
Array
ArrayContains
ArrayDistinct
ArrayExcept
ArrayIntersection
ArrayJoin
ArrayLength
ArraySlice
Sequence
Date functions
ConvertTimezone
DateAdd
DateDiff
DateFormat
DateFromUnix
DateLookback
DatePart
DateParse
DateTrunc
Day
EndOfMonth
Hour
InDateRange
InPriorDateRange
LastDay
MakeDate
Minute
Month
MonthName
Now
Quarter
Second
Today
Weekday
WeekdayName
Year
Financial functions
CAGR
Effect
FV
IPmt
Nominal
NPer
Pmt
PPmt
PV
XNPV
Geography functions
Area
Centroid
Distance
Geography
Intersects
Json (geography)
Latitude
Longitude
MakeLine
MakePoint
Perimeter
Text (geography)
Within
Join functions
Lookup
Rollup
Logical functions
Between
Choose
Coalesce
If
In
IsNotNull
IsNull
Switch
Zn
Math functions
Abs
Acos
Asin
Atan
Atan2
BinFixed
BinRange
BitAnd
BitOr
Ceiling
Cos
Cot
Degrees
DistanceGlobe
DistancePlane
Div
Exp
Floor
Greatest
Int
Least
Ln
Log
Mod
MRound
Pi
Power
Radians
Round
RoundDown
RoundUp
RowAvg
Sign
Sin
Sqrt
Tan
Trunc
Passthrough functions
AggDatetime
AggGeography
AggLogical
AggNumber
AggText
AggVariant
CallDatetime
CallGeography
CallLogical
CallNumber
CallText
CallVariant
System functions
CurrentTimezone
CurrentUserAttributeText
CurrentUserEmail
CurrentUserFirstName
CurrentUserFullName
CurrentUserInTeam
Text functions
Concat
Contains
EndsWith
Find
ILike
Left
Len
Like
LPad
Lower
LTrim
MD5
Mid
Proper
RegexpExtract
RegexpMatch
RegexpReplace
Repeat
Replace
Reverse
Right
RPad
RTrim
SHA256
SplitPart
StartsWith
Substring
Trim
Upper
Type functions
Date
Json
Logical
Number
Text
Variant
Window functions
CumulativeAvg
CumulativeCorr
CumulativeCount
CumeDist
CumulativeMax
CumulativeMin
CumulativeStdDev
CumulativeSum
CumulativeVariance
FillDown
First
FirstNonNull
Lag
Last
LastNonNull
Lead
MovingAvg
MovingCorr
MovingCount
MovingMax
MovingMin
MovingStddev
MovingSum
MovingVariance
Nth
Ntile
Rank
RankDense
RankPercentile
RowNumber
Metrics
Use metrics in a workbook
Custom functions
Create reusable custom functions
EMBED
Intro to embedded analytics
Public embedding
Create and manage a public embed
Secure embedding
Create a secure embed
Generate embed client credentials
Create a team for embed users
Generate a secure embed path
Create an embed API with JSON Web Tokens
Example embed API and URL
Embed URL parameters
Special characters for URL parameters
Test an embed URL in the embed sandbox
Common embed error codes and messages
Advanced data security in embeds
Implement column-level security in embeds
Implement row-level security in embeds
Apply dynamic connection and role switching to embeds
Enable OAuth for embeds
Embed Ask Sigma (Beta)
Additional embedding configurations
Implement inbound and outbound events in embeds
Manage iframes for embeds
Configure a shareable link for an embed
Embed SDK for React
Develop
Sigma API
About the Sigma REST API
Plugin development
Get started with custom plugins
Develop plugins for Sigma
Plugin development API
Plugin examples
Configure plugins to work with actions
Admin
Administer Sigma
Users and teams
Invite new organization members
Manage Users with User 360
Guest User Accounts
Impersonate users
Deactivate users
Teams
Create and manage teams
Manage team members
Manage team admins
Manage workspaces
Permissions
Account type and license overview
Create and manage account types
Basic explore vs. Full explore
View license utilization
Respond to account upgrade requests (Beta)
Data access overview
Manage access to data and connections
Folder and document permissions
Configure user attributes
Authentication
Manage authentication
Set up single sign-on with SAML
Mandatory two-factor authentication for accounts
Manage users and teams with SCIM
Manage Users and Teams with SCIM and Okta
Use custom account types with your IdP
Custom Session Timeouts for Okta
Configure OAuth
Configure a Sigma OAuth application
Configure OAuth authentication for your Sigma organization
Restrict API access by IP address
Set up inactivity timeouts
Third-party integrations
Manage dbt Integration
Configure a dbt Semantic Layer integration (Beta)
Manage Slack integration
Organization settings
Configure AI features for your organization
Manage OpenAI integration
Notice for enabling AI-enabled features in Sigma
Manage export frequency and authentication settings
Enable or disable CSV upload
Enable or disable account upgrade requests
Enable or disable comments
Manage annotated image ability and storage period
Enable or disable public embeds
Customize
Set up custom homepages
Upload custom fonts
Create and manage workbook themes
Customize welcome and invite emails
Customize email branding
Localize
Change the account time zone
Manage organization locale
Manage organization translation files
Manage assets
Review warehouse view details
Manage organization schedules
Manage materializations
Recover deleted documents
Create and manage version tags
Audit and usage
Usage overview
Document Activity Dashboard
Document Permissions Dashboard
Scheduled exports dashboard
Audit log
Enable audit logging
Access and explore audit logs
Audit log events and metadata
Manage an audit logs storage integration
Export audit log data to cloud storage
Develop
Register a Plugin with your Sigma Organization
Register a Sigma Plugin Dev Playground
Support
Sigma support
Submit a support request
Escalate critical issues
Sigma product releases
Supported regions, data platforms, and features
Workbook analysis
Suggest Edits
Updated over 1 year ago
