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DocumentationAPI RecipesAPI ReferenceWhat's New

Start

  • 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

Advanced modeling topics

Suggest Edits

Updated 3 months ago


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