Create a workbook

This endpoint lets you create an empty workbook in Sigma, letting you start a data analysis project or report without any pre-existing templates or data sources set up.

Usage notes

  • The name parameter is required to provide a name for the new workbook.
  • Use the folderId to specify the folder in which to save the workbook. Retrieve the folderId by calling the /v2/files endpoint and reviewing the id field in the response for files with a type of folder.

Usage scenarios

  • Project initialization: When starting a new project that requires data analysis or reporting, users can quickly generate a new blank workbook to begin structuring their data and analyses.
  • Template preparation: Administrators or team leads might create blank workbooks to set up standardized templates that their teams can use to maintain consistency in data handling and reporting.

Best practices

  • Naming conventions: Establish and follow consistent naming conventions for workbooks to make it easier to manage and identify them within larger projects.
  • Folder organization: Use the folderId to organize workbooks into relevant folders, which helps in maintaining a tidy workspace, especially in environments with multiple users or teams.
  • Access control: Regularly review and manage access permissions for new workbooks, ensuring that only the appropriate personnel can view or edit sensitive data.
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OAuth2
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