This QuickStart lists all the new and public beta features released, as well as bugs fixed in September 2024.

It is summary in nature, and you should refer to the specific Sigma documentation links provided for more information.

Public beta features will carry the section text "Beta".

All other features are considered released (GA or generally available).

Sigma actually has feature and bug fix releases weekly, and high-priority bug fixes on demand. We felt it was best to keep these QuickStarts to a summary of the previous month for your convenience.

New first Friday features QuickStarts will be published on the first Friday of each month, and will include information for the previous month.

Features carrying the are customer favorites!

Make actions conditional (Beta)

When you define an action for a workbook element, you can now define an optional condition for that action. Customize the trigger behavior of your action based on the value of a control element or using a custom formula.

Enable conditional actions:

Below is a GIF showing a visualization of Total sales by country over time and a control with two values, Individual trend and Comparison.

In the animation, a user clicks each of the two values, demonstrating that the chart visualization switches between a trellis view of each country and a combined view in a stacked bar chart.

For more information, see Make an action conditional (Beta).

Authenticate Databricks connections with OAuth (Beta)

You can now connect to Databricks using OAuth and inherit all security policies from Databricks.

Databricks connections authenticated with OAuth allow your users to read data and use write-back features like input tables, warehouse views, materializations, and CSV uploads with their own individual credentials instead of a service account.

See Configure OAuth with Databricks (Beta).

Manage upgrade requests in the Administration portal (Beta):

Admins can now view and respond to account upgrade requests in the Administration portal.

When a user requests an upgrade to their account type to explore or create workbooks, an admin can review the request in the Administration portal. Admins still receive emails about these requests.

For example:

For more information, see Respond to account upgrade requests (Beta).

Audit logging (GA)

The Administration portal now includes an Account > General Settings > Audit Logging section that supports the following self-serve features:

• Sigma Audit Logs: Enable audit logging by activating the Sigma Audit Logs connection. Create, update, or delete an Audit Logs Storage Integration: Add, update, or delete a cloud storage integration specifically for exporting audit log data to AWS, Azure, or GCP
• Audit logs functionality also has improved SLIs for data freshness and delivery. Fresh event data is available within an hour 99.9% of the time, and new audit log events are available at least once 99.9% of the time.

For more information, see Enable audit logging and Create, update, and delete an audit logs storage integration.

Sigma Audit Logs stores entries for 30 days by default, but you can retain audit log data for extended periods by exporting it to cloud storage.

For more information, see Create, update or delete an audit logs storage integration (Beta).

Team provisioning for SAML SSO

Team provisioning for SAML SSO is now supported. Team assignments for a SAML user are synced when logging into Sigma.

For more information, see Single sign-on with SAML.

Write, correct, and explain formulas using the AI formula assistant (Beta)

Sigma's formula assistant uses AI to write new formulas, correct formula errors, and explain existing formulas applied to elements in workbooks and data models. These AI capabilities can help enhance productivity and accuracy, ensuring you get the most out of custom calculations and available functions.

For example, lets assume we have create a union on two tables of customer names and addresses. We need to derive which customers exist in both tables.

We can add a new column and use Sigma's AI formula assistant to write it for us, saving us time.

Looking at the Column details for the new column, we can see that the formula produced to expected results:

We can just filter the table to show rows that Exists in Both.

For more information, see Use AI with formulas (Beta).

Lots of new endpoints and changes to consider this month!

New endpoint for workbook version history

The following endpoint for retrieving the version history of a workbook is now available:

• Get version history for a workbook: (GET /v2/workbooks/{workbookId}/version-history)

New response output for List templates shared with your organization endpoint

The entries array includes one additional property in the response for the List templates shared with your organization: (GET /v2/shared_templates/shared_with_you) endpoint:

• createdAt: When the template was shared with your organization

New workbook bookmarks API endpoints

The following endpoints to work with bookmarks in workbooks, including version tagged workbooks, are now available:

• List bookmarks in a workbook: (GET /v2/workbooks/{workbookId}/bookmarks)
• Add a bookmark to a workbook: (POST /v2/workbooks/{workbookId}/bookmarks)
• Get a bookmark: (GET /v2/workbooks/{workbookId}/bookmarks/{bookmarkId})
• Update a workbook bookmark: (PATCH /v2/workbooks/{workbookId}/bookmarks/{bookmarkId})
• Delete a bookmark from a workbook: (DELETE /v2/workbooks/{workbookId}/bookmarks/{bookmarkId})

The same endpoints are available for tagged workbooks:

• List bookmarks in a tagged workbook (GET /v2/workbooks/{workbookId}/tags/{tagName}/bookmarks)
• Add a bookmark to a tagged workbook (POST /v2/workbooks/{workbookId}/tags/{tagName}/bookmarks/)
• Get a bookmark in a tagged workbook (GET /v2/workbooks/{workbookId}/tags/{tagName}/bookmarks/{bookmarkId})
• Update a bookmark in a tagged workbook (PATCH /v2/workbooks/{workbookId}/tags/{tagName}/bookmarks/{bookmarkId})
• Delete a bookmark from a tagged workbook (DELETE /v2/workbooks/{workbookId}/tags/{tagName}/bookmarks/{bookmarkId})

Pagination required for list endpoints:

List endpoints that did not already require pagination now require pagination as of September 4, 2024.

• List members: (GET /v2/members)
• List teams: (GET /v2/teams)
• List workspaces: (GET /v2/workspaces)
• List materialization schedules for a workbook: (GET /v2/workbooks/{workbookId}/materialization-schedules)
• List scheduled exports for a workbook: (GET /v2/workbooks/{workbookId}/schedules)

If you use these endpoints, update your API requests to include the limit query parameter to return a paginated response.

Reorganized API endpoint documentation:

The API endpoint documentation is now organized in logical subsections to make endpoints easier to find and use.

Access the API reference here.

1: Copying and pasting an input table element no longer results in the error "Unfortunately, something went wrong. Pasting failed."

2: Insert row action (beta) now prohibits row insertion into tables with protected columns.

3: Modifying the permissions for a nested folder that inherited its permissions from the parent folder no longer affects the parent folder permissions.

4: Tagging a workbook after removing a version tag no longer results in an error indicating "Failed to tag workbook, $workbookname$ is archived."

5: When tagging a version of a workbook that contains only input tables, you can now swap data sources successfully.

Embed SDK for React (Beta)

The Embed SDK for React offers a developer-friendly interface that simplifies integration into applications. Developers can access detailed installation and usage guides on Github.

See Embed SDK for React or follow this QuickStart for an in-depth guide to using the SDK.

Link sharing for secure embeds:

Embedded Link Sharing, when enabled, allows users to share specific workbooks, explorations, or bookmarks through URLs generated within an embed as they work in Sigma.

These links can be copied and pasted into user-created emails (or other systems), allowing recipients to access the relevant content directly from their emails without needing to navigate back to Sigma.

These links will also be included in any scheduled exports created by the user, allowing recipients to click a link to access the shared content.

Alternatively, customer developers can use these links to enhance their application's functionality.

To review the documentation, see Configure a shareable link for an embed.

For a detailed demonstration of embedded link sharing, there is a QuickStart.

ArrayIntersection function

The ArrayIntersection function compares two arrays and returns an array of all overlapping elements, without duplicates.

A business user can gain significant value this simple function, by leveraging it to identify common elements between two datasets, which is a common need in various business scenarios. Just a few examples are listed;

• Identify customers who have purchased both Product A and Product B by intersecting purchase lists.
• Find customers who are both high spenders and frequent shoppers to offer them exclusive rewards.
• Determine which products are available in multiple warehouses by intersecting inventory lists. This aids in efficient stock redistribution.
• Find common products supplied by multiple vendors to negotiate better pricing or consolidate suppliers.
• Identify duplicate records across datasets when merging databases, ensuring data accuracy and consistency.

The function is now supported for BigQuery, Snowflake, and PostgreSQL.

For more information, see ArrayIntersection.

SHA256 function

The SHA256 function transforms text input into a 256-bit hash value.

The function is supported for all databases except for PostgreSQL.

In the example below, patient data contains social security number and we obfuscated it, using this new function as:

For more information, see SHA256.

Embedding 15: Embed-SDK for React:
Sigma provides many methods to allow users and developers to interact with its systems including web-ui, REST API, Javascript Embed API and an SDK for the React framework.

The Embed-SDK for React offers a higher-level, developer-friendly interface that simplifies integration into applications, in contrast to Sigma's lower-level JavaScript Embed-API, which provides more granular control but may require additional coding.

Build and Secure Multi-Tenant Data Applications with Snowflake and Sigma
This Sigma and Snowflake lab is designed to teach you how to build customer facing analytics applications that allow your end users to dive deeper and go further with data.

Fundamentals 8: Beyond the Basics
This QuickStart covers some of the more common questions we receive from Sigma customers. It is not comprehensive but is intended to present topics that often arise after users have completed the QuickStart Fundamentals and begin using Sigma with their own data.

Containers (Beta)

Sigma's container feature allows you to organize workbook pages by grouping elements within a customizable container.

This provides an intuitive way to manage layouts, ensuring that related elements remain visually cohesive. Containers not only streamline the design process by enabling you to adjust and style grouped components collectively but also enhance flexibility when rearranging or resizing elements on the canvas. This powerful feature simplifies complex workbook structures, making it easier to maintain consistency in both functionality and appearance.

By using containers, workbook design takes on a whole new meaning.

In the animation below, we show how containers are dramatically improve the appearance of existing Sigma workbooks.

For more information, see Organize workbook layouts with containers (Beta).

Custom sort null values in pivot tables

Specify the sort order of null values in a pivot row or pivot column using custom sort. Choose from the default option, which mimics your data warehouse sort order for null values, listing all null values first, or listing all null values last.

For more information, see Customize the sort order of data elements.

Customize element styles in a workbook layout (Beta)

You can now customize the styling of data elements such as tables, input tables, visualizations, and UI elements.

This provides users a great deal of flexibility to make their work visually appealing, which helps with end-user adoption.

Add or remove padding, change the corner style, add a border, and change the text alignment for text elements.

Set default styles in an organization theme, customize styles for an entire workbook in the workbook settings, or style individual elements.

For more information, see Customize element background and styles and Workbook settings overview.

Pivot table changes

Copy pivot table contents

You can now copy cells, rows, and columns in pivot tables to your clipboard.

Highlight the selected row and column for the pivot table

When you select a cell in a pivot table, the corresponding pivot rows and columns are highlighted.

New version of plugins available

Enhancements include:

• Plugins can now trigger actions in other workbook elements.
• User-defined functions can now be called in plugins through workbook actions.
• Paginated data fetching, allowing you to fetch more than 25,000 data points.
• Warning messages if configuration items are passed into functions/hooks before they are registered

Developers can access detailed installation and usage guides on GitHub.

There is also a QuickStart on Plugins.

Send bug reports from error messages

For select errors, you can now send a bug report to Sigma from a link in the error message.

Specify color palette with hex codes

To more precisely specify the visualization color palette for your workbook, you can specify a custom color palette with hex codes.

For more information, see Workbook settings overview.

Updated Geography map visualization

The Geography map visualization now uses Mapbox. The existing Point and Region map visualizations had already been using Mapbox.

As part of this change, the default zoom of your map might be different.

Use the Pin viewport option on a map to persist the desired zoom level.

Updated workbook theme colors and settings

The colors used for organization and workbook themes have been updated, and there are new settings to override the canvas color or element background color for a workbook theme.

Workbooks using existing themes have been migrated to the new colors. As a result, existing theme colors might have an override canvas color or override element background color already set. If your workbook does not look as expected, review the following known issues and workarounds:

• If your background is no longer white or black, set override colors for both the Canvas and Element.
• If your workbook is oddly pastel and bright, adjust the Surface color. Open the color picker and drag the color picker to the bottom of the color field.
• If your workbook has a tinted color instead of gray, adjust the Surface color. Open the color picker and drag the color picker all the way to the left of the color field.
• If your theme was originally based on a preset theme, reapply the preset and adjust the Primary color.
• If the colors in your workbook appear overly saturated, adjust the Theme colors to use less saturated colors.

For more information, see Theme settings for more details.

Workbook elements

Format segmented control alignment

You can now format the alignment of a segmented control. Align the control to the left or right, or stretch the control to the full width of the control element.

For more details, see Create and configure a segmented control.

Expanded text formatting options for conditional formatting

When you apply conditional formatting to a table or pivot table, you can format the style of the text. Conditionally apply underline, italics, or a specific text color to text.

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Be sure to check out all the latest developments at Sigma's First Friday Feature page!