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

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

Although features may carry a "Beta" tag, they may be released by now.

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

If you haven't discovered Actions in Sigma yet, you need to check them out. Actions are evolving really quickly now, and we are adding more functionality all the time.

Actions are user-defined interactivity that you can configure within and across workbook elements. By automating responses to specific user interactions, you can create efficient workbook workflows that produce quick and relevant data insights.

Action variables

Action variables enable users to create formulas that reference rows selected in a table or visualization, as well as data returned from other actions. These variables exist only during the execution of a sequence.

Workbook builders may want to execute different logic based on the data a user selects. Action variables allow workbook builders to define conditions based on the value in a selected column or to calculate data within the user's selection. Additionally, workbook builders can configure actions to return information that can be used by subsequent actions.

You can use action variables in any custom formula for an action, including conditions. When referencing these variables, you can apply all the standard functions supported by tables, such as aggregations, conditions, and lookups.

For more informationm see Use variables in actions.

Clear controls with a single action

The clear control action now offers the option to clear controls at four levels of granularity:

For more information, see Clear one or more control values.

Configure workbook actions in sequences (Beta)

Organize multiple actions into a sequence to run them in a specified order. You can have multiple sequences on a single element, each with an optional condition.

With action sequences, you can:

If you previously configured multiple actions on an element, the introduction of sequences places each of those actions in its own sequence by default. If you keep those actions in separate sequences, your configuration is unchanged and the action execution will behave as it did before.

For more information, see Configure actions in sequences (Beta).

Expanded options for actions that set control values

When configuring the Set control value action to update a list values control, the set control selection to setting allows you to determine whether the action replaces or adds values to the existing control selection.

This enhancement brings flexibility to the action in support of list controls that allow multiple value selections.

For more information, see Set control value.

Make actions conditional

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).

Reset to last published value when clearing a control with an action

The clear control action now supports a Reset to published value checkbox.

Checking this box resets the control value to the last published value. On a tagged version of a workbook, this setting resets to the tagged version's value.

For more information, see Clear a control value.

Use actions to insert rows into input tables (Beta)

Use the Insert row action to insert a row into an input table based on a user's interaction with another workbook element.

Use workbook actions to set a date range control

The date range control is now a valid target for workbook actions that target controls.

There are many possibilities with this new action.

For example, a segmented control can be used to allow users to easily click on common date ranges. This saves time for the user, and keeps them focused on the data:

Actions (BETA)

Workbook actions allow you to configure interactivity within and across elements in a workbook.

By automating responses to specific user interactions, you can create efficient workbook workflows that produce quick and relevant data insights.

Workbook actions also support dynamic cross-element filtering, which enables user interactions with one element to automatically filter the data of other elements in the same workbook.

For example, when a user clicks a data point in one chart (the trigger element), Sigma automatically applies a filter to another chart (the target element) using the dimension value of the clicked data point (see the interactive demo).

For more information about workbook actions, see Create and manage workbook actions and Configure a cross-element filter.

Navigation Actions

Each of these functionalities adds significant value by making dashboards more interactive, user-friendly, and efficient in handling complex data workflows.

An simple example of this can be found in the free Sigma Loan Analysis template. In this example, there are three action buttons on the page and the "Performance" button has a click-action that will take the user to a specific workbook page.

For more information, see Intro to Actions

Account type permissions for export destinations

The Account types feature separates permissions for individual export destinations, enabling granular control over members' ability to export workbook content to Google Sheets, Google Drive, Slack, cloud storage, and webhooks.

For more information, see the account type permission availability matrix (Sharing and exports section) in License and account type overview.

Authenticate Databricks connections with OAuth

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.

For more information, see Configure OAuth with Databricks

Set inactivity timeouts (Beta)

You can now configure inactivity timeouts to ensure users are automatically logged out after a certain length of inactivity in the product.

For more information, see Set up inactivity timeouts (Beta).

Connection added: Starburst Galaxy

Sigma now supports connecting to your Snowflake, Databricks, BigQuery, or PostgreSQL cloud data warehouse through Starburst Galaxy, a SaaS distribution of Trino.

For more information, see Connect to Starburst.

Cross-org template sharing

Send and accept workbook templates across different Sigma organizations.

With secure cross-org sharing, a receiving organization must choose its own data source to populate the shared template, ensuring no data from the sharing organization is disclosed.

For more information, see Share and accept cross-org workbook templates.

Customizable session length

If your organization uses password or SAML authentication, you can customize the session length to control how long internal and guest users stay logged in before Sigma requires re-authentication.

By default, the session length is set to 720 hours, meaning users must log in every 30 days.

Adjust the session length to align with internal security policies and external regulatory requirements.

For more information, see Manage authentication method and options.

dbt Semantic Layer integration (Beta)

You can now configure and query a dbt Semantic Layer integration, allowing you to leverage your predefined dbt metrics in Sigma workbooks.

For more information, see Configure a dbt Semantic Layer integration (Beta) and Query a dbt Semantic Layer integration (Beta)

Infrastructure - AWS UK

Sigma is now deployed in AWS UK in compliance with UK GDPR (Data Protection Act 2018).

Located in London, United Kingdom, the deployment gives customers in the UK more control over data storage while enabling compliance with internal policies and external data residency requirements.

To accompany the region expansion, Sigma now supports the English (United Kingdom) (en-gb) locale for enhanced localization. When enabled, dates display as DD/MM/YYYY or Day Month Year, and time displays in the 24-hour format.

Mandatory two-factor authentication for accounts

Starting December 11, 2024, two-factor authentication (2FA) via email will be enabled by default for all new and existing users that use password-based authentication.

This change is being implemented to protect against security threats. 2FA enhances security by adding an extra layer of protection to customer accounts.

As this is a mandatory requirement, you cannot apply for an exception to 2FA. After 2FA is enabled, it cannot be disabled.

There is no additional cost associated with enabling 2FA.

For more information, see Mandatory two-factor authentication for accounts.

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).

New permission for AI features

Manage access to new AI features in Sigma with the Use AI features permission. Users must have a Pro license to be granted this permission.

See License and account type overview.

New version tag metadata in audit log (Beta)

The AUDIT_LOG > SIGMA_SHARED > DOCUMENTS dimension table now contains the following columns:

This metadata enables you to obtain information related to both the source workbook and the tagged version when referencing audit log entries for events like exports and downloads.

OAuth write access (Beta)

Configure an OAuth connection with write access to leverage the benefits of OAuth permission management with Sigma's write-access features, including input tables, warehouse views, workbook materializations, and CSV uploads.

For more information, see Configure OAuth with write access.

Organization translation files

We have made it easier to serve Sigma users in your organization and consumers of embedded analytics with content in their preferred language.

Sigma admins can create organization-wide translation files to translate custom strings that are common across workbooks in an organization, saving time and ensuring a consistent experience.

Workbook owners inherit the organization-level translations and can override and supplement them with translations unique to an individual workbook. For more information, see:

Manage organization translation filesManage workbook localizationNew translations API endpoints

Permission to restrict workbook data refresh settings

You are now able to restrict access to set an automatic refresh schedule for a workbook with a new permission, Set workbook data refresh.

Automatic refresh schedules rerun queries in an open workbook, such as when displaying a workbook on a screen viewed without interaction.

For more information, see Manage workbook refresh options.

Enable the permission for account types associated with a Pro license.

For more information, see License and account type overview.

Redshift SUPER data type support

Sigma now natively supports the SUPER data type to seamlessly handle semi-structured data from Redshift connections.

For more information, see SUPER type in the AWS developer documentation.

Restrict export frequency (Beta)

A new setting allows Sigma admins to restrict the frequency of scheduled exports for their organization.

If this setting is enabled, users also cannot set custom cron schedules.

For more information, see Restrict export recipients and frequency.

Restrict export recipients to the same team (Beta)

A new setting allows Sigma admins to restrict export recipients to the same Sigma team as the user scheduling or performing the export.

For more information, see Restrict export recipients and frequency.

Separate export warehouse

If your Sigma organization is connected to Snowflake, you can run all scheduled, direct, and on-demand exports through a separate warehouse.

This practice isolates export operations to optimize performance and reduce computing costs.

In the Administration > Connection > Connection Features section, locate the Export Warehouse field and enter the name of the virtual warehouse created for export queries:

For more information, see Configure an export warehouse.

Set inactivity timeouts (GA)

You can now configure inactivity timeouts to ensure users are automatically logged out after a certain length of inactivity in the product.

For more information, see Set up inactivity timeouts.

Set up materialization to use dynamic tables (Beta)

If your Sigma organization has a Snowflake connection, you can configure materialization to use dynamic tables for materialization.

New connections to Snowflake use dynamic tables for materialization by default.

Using dynamic tables enables incremental materialization, because dynamic tables use change tracking to determine which rows have changed, enabling Sigma to update only the rows that have changed instead of rebuilding the entire materialization. If there are no changes in the materialized table, the materialization is not run.

To set this up for an existing connection, see Connect to Snowflake.

For more information on materialization, see About materialization.

Sigma now supports Azure Western Europe region

Sigma is now deployed in Azure West Europe in compliance with EU GDPR.

Located in the Netherlands, this deployment gives customers in the EU more control over data storage while enabling compliance with internal policies and external data residency requirements.

Snowflake key pair authentication and rotation

Create a Snowflake connection using the key pair authentication method, and protect your data with key rotation.

Key pair authentication offers enhanced security through the use of a private key (secured by Sigma) and a public key (shared with Snowflake) for encryption and decryption. By implementing periodic key rotation, you can further protect your data from threats of exposure and compromised keys.

For more information, see Sigma's Snowflake Key-pair Authorization QuickStart.

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.

Updated account type permissions for explore access

Account types now support two permissions that enable users to be granted Can explore workbook permission. These account type permissions determine how users interact with workbooks in specific modes.

Basic explore: Enables users to access View mode with additional capabilities when granted Can explore workbook permission.

Full explore: (formerly named Explore workbooks) Enables Basic explore capabilities in View mode as well as the full scope of user interactions in Explore mode.

For a detailed comparison of user interactions supported by each permission, see Basic explore vs. Full explore.

Updated and new permissions for exports

Export permissions are now more granular. The Download or Send Now permission is now two permissions, Download and Export to email:

The functionality managed by these permissions has not changed, and existing account types have been migrated to use the new permissions.

In addition, the ability to have an export run as the recipient is managed by a new permission, Run exports as recipient.

For more information, see License and account type overview.

Updated licensing model

Sigma's license tiers are now labeled Lite, Essential, and Pro to bring clarity and simplicity to the licensing model.

Here's what you need to know:

1: No action is required from your end. Your Sigma experience will continue seamlessly.

2: Default account names will be automatically updated to reflect the new license names.

3: If your organization was previously subscribed to the two-license model, it will continue using two license tiers: Lite (formerly Viewer) and Pro (formerly Creator).

4: Custom account names will remain unchanged.

5: All Embed URLs will continue to function as usual. The old default account names will automatically map to the new names.

6: SCIM processes will continue to function as normal and old license names will continue to work.

7: Your Admin Portal and Usage Dashboards will be updated to reflect the new license names.

8: Existing licensing agreements and terms will remain unchanged.

For more information, see the Sigma Community post.

Explain visualizations with AI (Beta)

Instantly generate a description of any chart with the AI Explain visualization feature.

Details can include key insights, observations, data distribution summaries, and other context that can enhance your understanding of the visualized data and help drive informed decisions.

For example, once configured users can click on any visualization and select Explain visualization:

The results will appear as:

This is the first of many AI enabled features that Sigma is innovating into the product.

Click here to learn how to configure the OpenAI integration in Sigma.

For more information, see Explain a visualization with AI.

Import data from an image (Beta)

If you have an OpenAI integration configured, you can now import data from an image of a table or a simple chart. The data is parsed and uploaded to a connection with Write-back support. Then you can start exploring the data in a workbook.

For more information and recommendations, see Import data from an image.

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).

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Additional workbooks and shared templates endpoints

We have added some additional API endpoints to the REST API.

Share a workbook or template with another organization:

POST /v2/workbooks/{workbookId}/shareCrossOrg

Documentation

List templates shared with your organization:

GET /v2/shared_templates/shared_with_you

Documentation

Accept a pending template share:

POST /v2/shared_templates/accept

Documentation

New option for create a connection endpoint

The Create a connection endpoint now includes the option to connect to MySQL:

POST /v2/connections

New query parameter for List connections endpoint

The List connections endpoint now includes the includeArchived query parameter to return archived and inactive connections. If your request doesn't use this parameter, the response output is unchanged:

GET /v2/connections

Connection sync endpoint

This endpoint provide a method to "sync" the connection to a specific database, schema, or table, so that the data Sigma displays is the most recent.

For more information, see POST /v2/connections/{connectionId}/sync.

New API rate limit

The v2/auth/token endpoint is now rate limited to one request per second.

For more information, see Get started with the Sigma REST API.

New API Recipe: Workbook: Get Column Names by Page and Element

This script automates the process of retrieving column names for all elements in each page of a workbook in Sigma.

For more information, see Get Column Names by Page and Element (Javascript)

It is also referenced in the QuickStart, Sigma REST API Recipes

New API Recipe: Connections - List All

This script lists all connections in alphabetically order by name.

For more information, see Connections - List All (Javascript)

It is also referenced in the QuickStart, Sigma REST API Recipes

New API Recipe: Connections - Sync All Tables in Schema

This script automates the synchronization of tables within a schema that is specified in the .env file.

The script resolves the schema's inodeId based on the provided SYNC_PATH in the .env file, lists all tables within the schema, and constructs full paths for each table.

Finally, it syncs each table individually using the full path, ensuring that the process dynamically handles all tables within the specified schema.

For more information, see Connections: Sync All Tables in Schema (Javascript)

It is also referenced in the QuickStart, Sigma REST API Recipes

New API reference and recipes

We have migrated to a new API Reference platform that is far more feature rich while being easier to use.

All API reference documentation has moved here.

The new structure for the API reference offers better in-line documentation for endpoints and interactive code samples in a variety of languages:

In addition, we have published API code samples (Recipes) and a corresponding QuickStart that walks you through real-world code examples using the API.

All the current "Recipes" are written in JavaScript today. The recipes can be downloaded individually from the Recipes page and are also available in a public Git repository.

The following Recipes are available today:

New endpoint: Create a user attribute (POST /v2/user-attributes)

The following endpoint to create a user attribute is now available:

POST /v2/user-attributes

For more information, see Create a user attribute

New endpoint: Delete a shared template

The following endpoint to delete a shared template is now available:

DELETE /v2/shared_templates/{shareId}

Delete a template share

New endpoint: Duplicate a version tagged workbook

The following endpoint to duplicate a version tagged workbook is now available:

POST /v2/workbooks/{workbookId}/tag/{versionTag}/copy

For more information, see Duplicate a tagged workbook

New endpoint: Get the full path for a table

The following endpoint to retrieve the full path to a table in a connection is now available:

GET /v2/connections/paths/{inodeId}

For more information, see Get connection path for a table

New endpoint: Get dataset sources

The following endpoint to get the sources associated with a dataset is now available:

Get dataset sources (GET /v2/datasets/{datasetId}/sources)

New endpoints: Get document sources

The following endpoints to get the source of a workbook or get the source of a dataset are now available:

GET /v2/workbooks/{workbookId}/sources For more information, see Get workbook source

New endpoint: Get version tags for a workbook

The following endpoint to get the version tags assigned to a given workbook is now available:

GET /v2/workbooks/{workbookId}/tags

Get version tags for a workbook (GET /v2/workbooks/{workbookId}/tags)

New endpoints: Post/Delete API credentials

The following endpoints to create and delete API credentials are now available:

POST /v2/credentials For more information, see Create API credentials

DELETE /v2/credentials/{clientId} For more information, see Delete API credentials

New endpoint for workbook version history

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

New file type for List files and List member files endpoints

The typeFilter query parameter for the List files and List member files endpoints now includes a symlink option that you can use to filter shortcuts in your request.

Shortcuts are also included in the response of requests that do not include a typeFilter.

New folder and document "favoriting" endpoints

We have added operations for managing favorite documents and folders for a user:

GET /v2/favorites/member/{memberId} lists documents and folders favorited by a user.
POST /v2/favorites favorites a document or folder for a user.
DELETE /v2/favorites/member/{memberId}/file/{inodeId} unfavorites a document or folder for a user.

New workbook template endpoints

We have added operations for managing workbook templates:

POST /v2/templates/{templateId}/swapSources swaps the data sources of a template.
POST /v2/workbooks/{workbookId}/saveTemplate saves an existing workbook as a template.

New option for swap workbook data sources endpoint

The Swap workbook data sources endpoint POST /v2/workbooks/{workbookId}/swapSources now includes the swapTables and paths options.

Set the swapTables option to true in your request to change all tables in the workbook to use the new connection.

Use the paths option to specify connection paths to map from the original connection to the new connection.

The options for this method are available to test in our public API Reference:

New option for Update an inode endpoint

The Update an inode endpoint now includes the restore option. Include the restore option in your request to restore previously deleted files.

New query parameter for List workbooks endpoint

The List workbooks endpoint GET /v2/workbooks now includes the excludeTags query parameter.

Set excludeTags to true to improve query performance in cases where you do not need version tag information in the response.

New parameter for Tag a workbook endpoint

The Tag a workbook (POST v2/workbooks/tag) endpoint now supports the isDefault parameter.

If you want users that only have access to tagged versions of the document to open this tagged version by default, set isDefault to true.

New response output for Get embeds for a workbook endpoint:

The entries array includes two additional properties in the response for the Get embeds for a workbook

An example response for this method will look like this:

{
  "entries": [
    {
      "embedId": "5123ee04-6a27-451d-a7ea-165b434e8a2b",
      "embedUrl": "https://app.sigmacomputing.com/embed/1-2t6NvaaMfGT5cVxec3xklt",
      "public": true,
      "sourceType": "page",
      "sourceId": "H9cAxKfnXP",
      "sourceName": "Dashboard"
    },
    {
      "embedId": "fa3cecb4-a9b5-4d81-9bcf-1bea81678fec",
      "embedUrl": "https://app.sigmacomputing.com/embed/1-7CbVjjUMMTKQpYa2E7NwkI",
      "public": false,
      "sourceType": "workbook",
      "sourceId": null,
      "sourceName": null
    }
  ],
  "hasMore": false,
  "total": 2,
  "nextPage": null
}

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:

New workbook bookmarks API endpoints

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

The same endpoints are available for tagged workbooks:

Pagination required for list endpoints:

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

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

Pagination required for List endpoints

List endpoints that did not already require pagination will start requiring pagination on September 4, 2024.

Specific Endpoints:
List members
List teams
List workspaces
List materialization schedules for a workbook
List scheduled exports for a workbook

Scoped API keys

This update provides more control over API privileges to ensure developers are granted relevant feature access.

You are now able to define the scope of an API key to permit access to APIs only, embeds only, or both:

For more information about client credentials, see Generate API client credentials and Generate embed client credentials.

SUPPORT_CHATS audit log dimension table

We have added a new log table that provides reference information about user interactions with Sigma's live chat support feature.

The SIGMA_SHARED schema in the Sigma Audit Logs connection now features a SUPPORT_CHATS dimension table containing information about individual live chat conversations, including timestamp, user name, user email, and the full chat transcript.

Customers can build a dashboard or report that includes this information to allow others to access or be updated on support status.

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.

Use OAuth override tokens in API calls

The Sigma API now supports the use of OAuth override tokens in API calls.

These tokens allow you to temporarily use the OAuth permissions of another user when making API calls.

For more information, see Use OAuth override tokens.

Audit logging

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

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).

Create an Audit Logs Storage Integration

Audit log cloud storage integration provides exporting log data to AWS, Azure, or GCP.

For more information, see Create an audit logs storage integration.

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1: Sigma successfully exports a tagged workbook version when recipients have access to the tagged version. The export no longer relies on recipient's access to the source workbook.

2: Resolved an issue that periodically caused the Move tag to functionality to incorrectly apply the selected tag to a previous workbook version.

3: Sigma now exports a tagged workbook version to Google Drive without requiring recipients to have access to the source workbook.

4: The Can write only permission set at the connection level no longer blocks additive permissions set at the schema or database table levels.

5: Selecting the Impersonate user function for a user assigned the Embed member type no longer redirects admins to the Home page.

6: Admins can now successfully update a user's member type from Internal to Guest.

7: Sigma now emits the workbook:error JavaScript event when an embed user is logged out, due to a session timeout.

8: To preserve data integrity, Sigma no longer converts Yes/No and 0/1 values to True/False boolean values in CSV uploads.

9: In embeds, the workbook:chart:onvalueselect event no longer sends an empty value property.

10: Users no longer encounter false permission errors when accessing permitted tagged workbook versions.

11: Sigma now displays an error when an admin attempts to generate a signed embed URL for a public embed.

12: Bookmark selection for exports is now available only when all attachments are PDF or PNG files.

13: Administrators can no longer circumvent UI restrictions to raise privileges of guest and embed users.

14: Sigma no longer throws an error when multiple embeds attempt to add a new user at the same time.

15: In the Administration > Embeds page, you can now successfully preview an embed in the Embed Sandbox when you click More and select Test embed.

16: When viewing an individual embed user's profile in the Administration > People page, the Edit member and account type modal now displays "Embed user" in the Account type field instead of "Invalid selection."

17: A user's Sigma access token now expires when the OAuth access token expires, ensuring the user is logged out when the OAuth session has ended.

18: Updates to filters and sorting in tagged workbook versions are now reflected in exports and no longer trigger errors.

19: The Administration > Account Types > Create new account type page now correctly shows the Create, edit, and publish workbooks permission as auto-enabled (checkbox selected) when the Apply tags permission is enabled.

20: The Administration > Authentication > Authentication Settings and Options section now correctly allows an admin to edit the Company Domain Sign-up field regardless of the configured authentication method.

21: Conditional formatting for pivot tables now applies to cells containing Total labels. For more information, see Apply conditional formatting.

22: When a specific version of a workspace has been shared with a user or team using both a direct grant and an inherited grant, Sigma no longer lists the same version tag multiple times in the Share Folder modal.

23: Sorting pivot columns in a pivot table with more than 25,000 cells of data now works as expected.

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

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

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

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

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

29: When a workbook action is configured to set a control value on click in a visualization element, clicking on the white space outside the chart now clears the control value as expected.

30: Workbook actions triggered from interactions with tables which have columns that either do not have a type or an error type now run as expected.

31: When users send a request to their admins for a tag to be applied to their workbook, the resulting email notifications now use custom branding settings configured for the organization.

32: Copying a single element with a configured action or clicking Copy page on a workbook page containing actions now copies action configurations between elements on the page.

33: Theme fonts are now applied to all embed modal views.

34: The Get a team API endpoint now returns an error message when trying to retrieve an unexpected team.

35: Users can now export from embeds authenticated with client ID and secret when eval_connection_id is set.

36: When including a PNG file in an scheduled or ad hoc email export, the resulting image now uses the full width of the email body.

37: Swapping data sources when promoting a workbook from one tag to another tag now works as expected.

38: When creating a dynamic title, the type ahead suggestions in the formula bar in the overlay now include the available table columns as well as controls.

39: When responsive height is enabled in an embedded object, opening a modal in the embedded content now displays the modal at the current scroll position.

40: When using the embed sandbox UI in an organization with a high number of teams, the left navigation now loads teams progressively on scroll without throwing a RESOURCE_EXHAUSTED error.

41: When you specify a text alignment for a row header or column header, all header values are aligned instead of the lowest level header.

42: In the embed sandbox, the verification of the URL signature no longer fails when the user attribute name contains spaces.

43: The Embeds page in the Administration portal now allows searching for embeds by URL.

44: Tables now auto-scroll as expected when holding the Shift key and using the arrow keys to expand or contract the previous selection.

45: Users no longer see incorrect Permissions denied errors on workbooks with custom page visibility.

46: Clicking the More icon associated with a version tag in the Version history menu no longer reloads the page.

47: In embedded workbooks with themes applied, the theme now applies to the side panel of the workbook as expected.

48: In pivot tables with multiple pivot columns, centering column headers now centers all headers.

49: When configuring actions based on When selecting cells" trigger, holding ⌘ Command (Mac OS) or Ctrl (Windows) on your keyboard to select multiple values or spans of values now correctly passes the discrete values to the action configuration instead of including all cells between the selections.

50: When multiple action sequences have been configured on an element, Sigma now evaluates the condition of each sequence before beginning any action execution, as expected.

52: Emails about failed exports now include the name of the export schedule.

52: The system generated Row ID column can no longer be added to linked input tables.

53: The workbook owner's name and the rename, move, and delete options are now no longer displayed in the embed menu to users who do not have Can edit access to the workbook.

54: All users with Full explore permissions can now access the Templates page.

55: Users with access to the Templates page can now list and search all templates and sort templates by name, owner, or last updated date.

56: When exporting a page or single element embed to PDF with a tag passed as part of the embed URL, the export now uses the tagged version as expected.

57: Modify element actions now allow you to move or swap metrics on your table or chart.

58: The Create a member (POST /v2/members) endpoint now returns an error if the email address is not in a valid format.

59: Improved data label positioning for bar charts. Bar charts that use a label style of Auto see fewer overlapping labels.

60: The appearance of KPI charts at smaller sizes is improved.

61: Showing or hiding totals on a grouped table now hides the totals row for the entire grouping level, instead of only removing the total value from the row.

62: When hiding totals in a pivot table, totals can now be hidden if the pivot values were placed above rows or columns.

Sigma Data Models represent the next iteration of Datasets and their introduction is a foundational change that offers significant benefits over the existing Dataset functionality. We're investing heavily in Data Models over the coming months and years, with plans to add a whole suite of functionality, coupled with the ease-of-use that you have come to expect from Sigma.

This is large topic, and we will be providing a ton of resources for customers to take advantage of, including a new QuickStart.

For now, we strongly recommend reading this post in Sigma Community on DataModels.

There is also some documentation (with more to come) here.

Version tagging support for data models (Beta)

Version tag data models to support version tagged workbooks and manage access to specific versions of a data model. You can also swap sources between different tagged data model versions.

A tagged version of a workbook that uses a data model as the source stays in sync with the latest published version of the data model. If you want the tagged version of a workbook to use a specific version of a data model, tag that data model version and use it as the source for the tagged workbook version.

For more details, see Create and manage version tags and Add version tags to workbooks and data models.

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Additional language support for workbook localization

You can now localize workbook text into Simplified Chinese, Korean, and Swedish.

For more information, see Manage workbook localization.

Authenticate secure embeds using JSON Web Tokens (JWTs) (Beta)

Sigma supports authenticating secure embeds using JSON Web Tokens (JWTs). JWTs are compact, URL-safe tokens that can be digitally signed, ensuring that the data they contain is tamper-proof. Using JWT-signed URLs for your embeds offers several advantages, including offering a secure way to embed content that can be accessed by both external users and internal users.

For more information, see Create an embed API with JSON web tokens.

There is also a QuickStart: Embedding 16: Secure Embedding with JWT.

Embed API Code Samples (signing packages)

Sigma has previously provided code samples based on node.js and Javascript.

Now you can see sample code for additional languages, for signing embed URLs to reduce time to deploy embedded applications.

For sample code in Go, Python, Ruby, and JavaScript, see the Embed Signing Packages Github repository.

Embed Events (formally known as Action and Events):

To avoid confusion with Sigma's new Actions feature, we have renamed embedded Actions and Events to Embed Events.

There are two types: Inbound Events: Are variables sent from the Parent application to Sigma. There is no "listener" to code into the iframe; Sigma handles that out-of-the-box. Sigma can use these messages to update control values. For example, passing a new value to a Sigma control that is used to filter table data.

Inbound events can be passed using either JavaScript or URL.

Out-bound Events: Are variables sent from Sigma to the Parent application which must have a "listener" coded into the Parent application to receive and react to the message as desire

For more information, see Implement inbound and outbound events in embeds.

Embed Events are discussed and demonstrated in this QuickStart.

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.

Improved data source selection UI in embeds

Select data sources for workbook elements using a new popover UI.

With the new experience, you can search for data sources, review a list of suggested sources, and preview data sources. Preview a data source to review the source data and choose specific columns to apply to the element.

For example:

This allows an embed user (with the appropriate permission) to access the new experience.

For more information, see Create a data element.

Inbound event for changing between supported workbook modes in an embed

Use the workbook:mode:update inbound event to change between Explore mode and `View mode in an embed.

For more information, see Implement inbound and outbound events in embeds.

New Inbound event for opening or closing export modals in an embed

Use the workbook:modal:toggle inbound event to open or close a modal in an embed.

Currently supported modals are the Export modal and the Schedule exports modal.

For more information, see Implement inbound and outbound events in embeds.

New Embedded Events

Sigma has added many new events to support existing and new functionality.

New Inbound events:

workbook:bookmark:create
workbook:fullscreen:update
workbook:selectednodeid:update
workbook:variables:list
workbook:variables:update

New Outbound events:

url:onchange
workbook:bookmark:oncreate
workbook:bookmark:update
workbook:chart:error
workbook:dataloaded
workbook:error
workbook:fullscreen:onchange
workbook:id:onchange
workbook:pageheight:onchange
workbook:pivottable:oncellselect
workbook:published

For more information, see Implement inbound and outbound events in embeds.

There is also a QuickStart for using events with Sigma embedding.

New inbound events in embeds

Use two new inbound events, workbook:bookmark:delete and workbook:bookmark:select to display, clear, or delete bookmarks.

For more information, see Implement inbound and outbound events in embeds.

There is also a QuickStart that covers eventing in Sigma embeds.

Embedding workflows UI refresh

The following UI changes have been applied to the embedding workflows in Sigma:

1: Embed types now include Secure or Public. 2: All references to Application and User-backed embedding have been removed. 3: The former APIs & Embed Secrets page in the Administration portal is now labeled Developer Access. - This page displays existing credentials and allows you to create new ones. 4: The former Application Embedding Secret modal (accessible from the Developer Access page) is now labeled Secure Embedding Credentials. - This modal displays the client ID and embed secret upon creation.

In support of this, the help documentation and Embed QuickStart series have been refresh.

Enhanced underlying data exploration

Embedded workbooks now support the enhanced underlying data modal, which is accessible from individual data points in visualization elements.

Right- or left-click a data point and select Show underlying data, then explore the underlying data by modifying filters, adding and removing columns, and interacting directly with the chart and data table:

Explore mode and bookmarks in embeds

Explore mode is now available in embedded workbooks.

Embed users can perform ad hoc analysis, save the explored state as a personal bookmark, and manage existing bookmarks.

For more information, see Explore a published workbook and Bookmarks in embedded workbooks.

Hide run as recipient

Embeds now support a hide_run_as_recipient parameter that allows you to hide the Run queries as recipient option in the Send Now and Schedule Exports modals.

This removes the ability for embed users to configure exports that run queries using the recipient's permissions and data access.

A Hide run as recipient option has also been added to the Embed configurations panel in the embed sandbox.

JavaScript event for saved bookmark

Sigma now listens for the following JavaScript event sent by a user to save a bookmark on an embedded workbook:

{
      type: 'workbook-bookmark-current';
      bookmarkName: string;
      isDefault: boolean;
      isShared: boolean;
}

Read more about Sigma Actions and Events in this QuickStart.

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.

New JavaScript Event Type

We we have added the ability to create bookmarks via a postMessage event.

Below is sample code:

{
    type: 'workbook:bookmark:oncreate';
    bookmarkName: string;
    workbookId: string;
    versionTagName: string | null;
    bookmarkId: string;
 };

To learn how to use actions and events in Sigma, please refer to this QuickStart: Embedding 07: Actions and Events.

nodeType property for workbook:selectednodeid:update

We have added the ability to programmatically determine whether a selected node is a page or an element by referencing the nodeType property in the inbound event.

workbook:selectednodeid:update

View embed URL in Embed Sandbox

When an embed is loaded in the sandbox environment, you can now click a View Url option to display the embed URL.

There are two options:

Usable URL: Clicking this, copies a URL to your clickboard that can then be pasted into any browser window and will generate the embed. Each time you click it, the clipboard is updated with a working URL as a new NONCE will be included.

Copy: Provides a copy of the URL to the clipboard for detailed inspection of it's constructions. This is useful in debugging URLs manually.

Self-service embed usage analytics

Use a third-party tool, like Pendo.io, to track inbound and outbound events implemented in your embedded analytics.

By tracking iframe events, you can gain a better understanding of how customers are using your embedded data.

For more information, see Implement inbound and outbound events in embeds.

For a tutorial that walks you through sending and receiving events from a parent application and Sigma, see QuickStart: Embedding 07: Events.

Test JWT-signed embed URLs in the embed sandbox

You can now test embed URLs signed with JSON Web Tokens (JWTs) in the embed sandbox.

In addition, the embed sandbox now allows users who have been granted embedding credentials to use the embed sandbox even if they are not assigned the Admin account type.

For more information, see Test an embed URL in the embed sandbox.

There is also a QuickStart, Embedding 16: Secure Embedding with JWT

Use actions to trigger outbound embed iframe events

You can now configure an action to send an iframe event from your embedded content to your host application, which can then react to this event with some outcome.

For example, you can use these events to add custom tracking, change the UI of your application, or trigger your own application APIs.

For more information, see Create actions that trigger embed iframe events.

There is also a QuickStart, Embedding 07: Events

Advanced calculation options for metrics

Quickly convert metrics to cumulative aggregates (grand total) or relative aggregates (percent of total) in tables, pivot tables, and visualizations.

Open the relevant metric column menu, then hover over Advanced calculations and select an option to show the grand total or percent of total.

Available percentage breakdowns (by grand total, x-axis, row, column, etc.) depend on the element type.

For example:

ArrayAggDistinct function

The ArrayAggDistinct function identifies distinct non-null row values of a column or group and aggregates them into a single array.

For more information see ArrayAggDistinct.

Array function

The Array function returns an array containing specified values.

This function allows users to create and manipulate arrays, which are collections of elements that can store various types of data, such as numbers, strings, and even other arrays. With the "Array" function, users can perform a wide range of operations, including adding or removing elements, accessing specific items, and iterating over the elements for processing.

For more information, see the Array documentation.

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;

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

For more information, see ArrayIntersection.

ArrayJoin function

The ArrayJoin function joins elements of an array into a single text string.

For more information, see ArrayJoin.

ConvertTimezone function improvement

The ConvertTimezone function now supports an optional from_timezone argument that allows you to specify the time zone from which the datetime value is converted.

This argument can be used when the data's originating time zone differs from your organization's configured account time zone.

For example, adding a column to display another columns date into the US Pacific Timezone:

For more information, see ConvertTimezone.

Create time series forecasts (Beta)

In a Sigma workbook, you can use historical time series data to predict and visualize future values and trends, leveraging Snowflake's forecasting ML function.

Forecasting employs a machine learning algorithm to predict future numeric data based on historical time series data. A common use case is to forecast sales by item for the next two weeks.

No prior SQL knowledge us required to make this work.

For more information, see Create time series forecasts (Beta).

Custom digit grouping sizes supported

You can now set custom digit grouping sizes for numerical columns, to accommodate variances between number systems.

For more information, see Custom number formats.

DateFormat function enhancement

The DateFormat function now supports the %q specifier that allows you to extract the quarter component from a datetime value.

For more information about the function and supported format specifiers, see DateFormat.

MakeDate function improvements

The MakeDate function now supports optional hour, minute, and second arguments that enable more precision when specifying the datetime components.

New system functions

We have added to new system functions to allow more personalization for users.

For example, you may want to display the user's first name in a dashboard element.

When "Jim Smith" logs into Sigma and views the Sales Performance workbook, the text element displays "Hey there, Jim!"

CurrentUserFirstName: Returns the current (signed-in) user's first name as configured in the user's profile.

CurrentUserFullName: Returns the current (signed-in) user's first and last name as configured in the user's profile.

Record formula support

Record formulas enhances data processing and user interaction. Record formulas allow you to create structured objects, such as JSON, directly within your workbooks and data models.

Key Benefits:

For more information, see Generate and access structured objects.

Sequence function

The Sequence function returns an arithmetic sequence as an array of integers based on a specified range and increment.

For more information, see Sequence.

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.

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CSV input tables

You can now pre-populate a new input table with uploaded CSV data that you can then edit at the cell level.

Like empty input tables, CSV input tables support data entry independent of existing data, enabling you to add editable rows and columns to construct the table as you see fit.

For more information, see Intro to input tables and Create new input tables.

There is also a QuickStart that covers several common use cases here.

Input tables now supported on Amazon Redshift connections (Beta)

Input tables are now compatible with Amazon Redshift connections.

These dynamic workbook elements support structured data entry that allows you to integrate new data points into your analysis and augment existing data.

For more information about input tables and how to use them, see the following documentation:

Intro to input tablesCreate new input tablesEdit existing input table columnsConfigure data governance options in input tables

There is a QuickStart that demonstrates some common input table use cases.

Input table row deletion

You can now delete any row (saved or unsaved) when editing an input table in the permitted workbook version (based on element's data entry permission).

The ability to delete saved rows was previously restricted when the data entry permission was set to Only on Published version. Therefore, users could only delete unsaved rows while editing an input table in a workbook's published version. This update removes the restriction and allows users to delete any row while editing the draft (via Edit mode) or published version (via View or Explore mode).

Paste 2,000 rows in input tables on Databricks connections

When populating data in input tables on a Databricks connection, you can now paste up to 50,000 cells at once (2,000 rows and 25 columns).

For more information, see Intro to input tables.

Paste 2,000 rows in input tables on Snowflake connections

Customers asked for larger row limits when populating data in input tables on a Snowflake connection, so now you can now paste up to 50,000 cells at once (2,000 rows and 25 columns).

If you want this be even larger, so do we!

For more information, see Intro to input tables.

All new Sigma fundamentals series

After over a year in service, it was time to retire the existing series and replace it with an updated one.

Each QuickStart in the series has been rewritten and screenshots have been updated.

The series has changed somewhat and now contains the following QuickStarts:

Fundamental 1 - Getting Around
Fundamental 2 - Working with Tables
Fundamentals 3: Working with Visualizations
Fundamentals 4: Working with Pivot Tables
Fundamentals 5: Input Tables
Fundamentals 6: Controls
Fundamentals 7: Administration

You can access the new series here.

Build and Secure Multi-Tenant Data Applications with Snowflake and Sigma

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.

Develop a Predictive Model using Snowflake and Sigma

This QuickStart discusses and demonstrates creating a machine learning-driven price prediction tool, integrating the perspectives of both a business analyst and a data scientist using Snowflake and Sigma.

Develop a Predictive Model using Snowflake and Sigma.

Discounted cash flow use case

Discounted cash flow use case:

This QuickStart describes and demonstrations how to handle a discounted cash flow (DCF) in Sigma. DCF is a common financial analysis that values some type of asset over a period of time. More simply put, it allows someone to understand how much future money is worth in today's terms.

An example of what is built is shown below:

Export bursting

Export bursting ("bursting") is a powerful feature that enables automated distribution of personalized or filtered report content to a dynamic list of recipients as scheduled email bursts. With this feature, users no longer need to create or customize reports for different audiences manually. Instead, reports are generated automatically and securely sent to the appropriate stakeholders, streamlining data delivery across teams.

QuickStart: Export Bursting

Google Analytics 4 Template Setup

This template gives you a prebuilt analytics package for Google Analytics 4 events data, including detailed page-level metrics for every page and the ability to dive into event-level details, and is based on reports from Universal Analytics/GA3.

Link to QuickStart

Embedding 15: Embed-SDK for React

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.

Embedding Series

In support of some announced changes to embed terminology, we also took the opportunity to completely update the entire series, adding any recent "goodness" related to embedding.

Version Tagging with Sigma (non-embed user cases):
In this QuickStart, we cover how Sigma version tagging can be used (inside Sigma itself) to provide a controlled release experience, which should result in less reported issues and happier end-users.

Getting Started with Period Over Period Analysis in Sigma:
In this QuickStart, we will focus on the PoP analysis scenarios, where two specific time periods are selected and compared, against key metrics or data points between these periods.

Fundamentals 8: Beyond the Basics

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.

Other related changes:

1: Updated Git repository for embedding samples to be more uniform code patterns and folder structure.

Link to QuickStarts Github repository

2: Revised React SDK for embedding to support server side API and remove async methods.

Embedding 15: Embed-SDK for React

3: Created a new QuickStart category for Developers and migrated four QuickStarts into it. These four were formally in the Administration category.

4: Collapsed all past First Friday Feature QuickStarts from 2023 into a single QuickStart for that year. The same will be done for 2024, after the month of the year is released in 2025. Link to FFF Archive

5: Updated Embedding into Salesforce QuickStart to show how to pass a Salesforce value to Sigma.

6: Added three new API recipes to the Sigma REST API Recipes QuickStart. Details on the new recipes are found in the API section of this months FFF QuickStart.

Security: Open Authorization (OAuth)

In this QuickStart, we discuss and demonstrate OAuth, what it is, and why our customers want to use it. This can be a complex topic, so we break it down into easily digestible sections, including Write-back.

In simple language, OAuth provides a secure and efficient way to manage access and permissions between Sigma and Snowflake, leveraging a third-party identity management provider.

Security is on every customers mind these days. To that end, we provide some educational content upfront to help those who are less familiar get acquainted.

Link to QuickStart

Embedding 14: Parameterized Queries

In this QuickStart, we discuss and demonstrate Sigma embedding using parameterized queries and user attributes.

Parameterized queries are quite useful when embedded customers have per-customer databases with the same schema.

Link to QuickStart

Embedding 16: Secure Embedding with JWT

Many customers want a simple, but secure way to embed content that can be accessed by both external (users who do not have a registered account in Sigma) and internal user (users who access Sigma only through an embed, inside a parent application).

To enable this, Sigma supports authenticating secure embeds using JSON Web Tokens (JWTs). Signing your secure embed URLs with JWTs has several advantages, but a few limitations too.

Read all about it here.

Sigma Health Check Native App

The Sigma Health Check Native App is designed to provide insights into the overall health and performance of your Snowflake environment. This native app includes insights into architecture, user and role grants, as well as warehouse performance and sizing recommendation.

Getting Started with the Sigma Health Check Native App for Snowflake

Sigma REST API Recipes

This QuickStart is designed to support Sigma's API Recipes and demonstrates many common operations that customers may use the REST API for.

Sigma provides a Templates gallery for every customer which includes a set of Sigma-created examples. There are 15 standard templates (as of this QuickStart), and we are adding more all the time:

Templates allow users to create standard models (or Templates!) and share workbook structures for quick and consistent reuse.

New templates

The following templates are now available in the Templates > External tab:

Google Analytics 4: Offers visibility into GA4 events data not provided by the Google Analytics platform. There is a QuickStart that details the functionality here.

Plugs Electronics Profit Planning Tool: Leverages Sigma's latest design features for an improved look and feel.

Loan Analysis: Analyzes loan portfolio performance using publicly available loan data from Lending Club.

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Bars in combo charts support color by category (Beta)

If your combo chart includes a bar chart, you can add a column to split the color of the bar series by category.

For example:

For more information, see Configure a chart color by category. (Beta)

Cartesian charts support trellis by series (Beta)

If your bar, line, area, or scatter chart has multiple series, you can create a trellis chart for each series.

This approach provides several advantages:

For example:

For more information, see Create a trellis chart with multiple series. (Beta)

Dynamic button text

You can now add dynamic values to button elements.

When configuring the button text, enter = to include a dynamic value defined by a formula expression.

For more information about buttons, see Create a button element.

Interactive chart legends

Interact with chart legend entries to quickly focus on specific data subsets.

Charts containing legends that represent qualitative segments (like categories or series) support the following interactive filtering capabilities:

Stacking support for waterfall charts (Beta)

Waterfall charts now support stacking. With stacked waterfall charts, you can plot multiple data series as cumulative waterfall segments and compare subcategory contributions to each category's total sum value.

For example:

For more information, see Build a waterfall chart (Beta).

Trellis formatting for combo charts

Combo charts now support trellis formatting. You can add a column as a trellis row or column to split a combo chart into a trellis.

Underlying data enhancements for visualizations (Beta)

Underlying data is now accessible from individual data points in visualization elements.

Right-click and left-click menus for data points both feature Show underlying data options that open an enhanced Underlying Data modal.

You can explore the underlying data for specific data points or the entire chart by modifying filters, adding and removing columns, and interacting directly with the chart and data table.

Updated default data label settings for line and area charts

When formatting data labels for line and area charts, a new Auto option is the default.

This option displays all non-overlapping labels. The All option displays all labels, even overlapping labels.

Existing charts using the default option update to use the new Auto setting.

Waterfall chart (GA)

Waterfall charts are now generally available (GA). Build a waterfall chart to show changes in data over a period of time. Waterfall charts are perfect for financial analytics use cases where you track revenue and spend for a project, department, or an entire organization, and other use cases. You can format the shape, start, and end values of a waterfall chart as well.

For more information, see Build a waterfall chart.

Bulk column drag-and-drop

When interacting with a visualization, table, pivot table, or input table elements, you can now bulk drag-and-drop columns in the Element properties > Columns tab to reorder multiple columns or add them to groupings, calculations, or other properties.

Button element formatting

Sigma is continuing to deliver polish and customization to our workbooks and in this case has improved the styling options for buttons.

Users now have more options to adjust the look-and-feel of their button elements, including new styles, shapes, and sizes in the Element properties panel:

Checkbox control element

Use the Checkbox control element to allow users to select or deselect an option.

The Checkbox control element is similar to the Switch control element but in a different format, which users may prefer.

For example, it can used to simply toggle a boolean column to show purchases or returns only:

Clear segmented control selection

Segmented control elements now feature a Show clear option setting in the Element properties > Settings tab.

Enable this and customize the display label (default "None") to add an option that allows users to clear the selected control value.

Color picker now available

A small but very useful usability addition is the color picker, which is available anywhere there is a choice of single colors.

For example:

Column Level Security (CLS)

Column-level security is now generally available.

The feature provides admins with the flexibility to restrict or grant access to column-level data. This granular control over data access allows your organization to secure sensitive or confidential information, ensuring it's accessible to authorized users only.

For more information, see Column-level security.

There is also a QuickStart on CLS here.

Combined file option for PDF attachments in scheduled exports

It is now possible to combine multiple PDF attachments when configuring ad hoc and scheduled exports.

The Combine attachments option expands the previous ability to merge Excel attachments into one file.

For more information, see Merge PDF or Excel files.

Conditional formatting using hidden controls

Conditional formatting rules referencing hidden controls are now applied reliably to visible data elements in embeds and published workbook versions (View and Explore mode).

For more information about hidden controls and filter accessibility, see Create a hidden control.

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).

Control element naming updates

For consistency and clarity, the control elements formerly labeled Text control and Number are now labeled Text input and Number input.

Customizable page tab color

You can now customize the color of individual page tabs for added clarity and organization in workbooks.

On a workbooks's Page menu, click Change color and select an option from the color palette:

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.

Custom workbook page width

Set a custom page width for a workbook. Specify a pixel width to constrain the elements on workbook pages to a maximum width. See Workbook settings overview.

If you export workbook pages to PDF, use this setting to approximate the layout size of a PDF page. See Format PDF page export layout.

Custom formula aggregations in chart reference marks

You can now specify a custom formula aggregation when configuring reference marks in charts.

For more information about reference marks, see Display chart reference marks.

Data labels in maps

Add one or more columns to generate data labels in point and region maps. This update makes it easier to quickly view at-a-glance details directly in the element.

For more information, see Display chart data labels.

Default version tags

Users with Can edit workbook permission can now designate a tag as the default tag for a workbook. As a result, any user who does not have access to the Published workbook will see the default tagged version.

Applying default tags to workbooks with multiple tags results in a more consistent viewing experience.

For more information, see Set a default tag for a workbook.

Default value for empty pivot table cells

When there's no corresponding source data for a pivot table value cell to reference (no record exists for the particular combination of dimensions), the cell is empty by default.

To customize the value for all empty cells, go to Element format > Format and enter the preferred value in the Empty cell display value field.

Default table styling

You can now configure a default table style for an entire workbook (in the Workbook settings panel), or an organization theme (in the Administration portal).

This allows users to make bulk styling changes across their entire workbook (or theme), rather than making adjustments one by one, saving lots of time.

For more information, see Customize table styles and Create and manage workbook themes.

Design improvements for scheduled exports

The Schedule Exports modal has been redesigned to make it easier for users to find it, and the overall user experience when scheduling an export.

Display or hide legends in maps

Map elements now support the ability to display or hide legends. In the Element properties > Legend section, select the Show legend checkbox to display the legend or clear the checkbox to hide it:

Document shortcuts (Beta)

Customers have requested that we add the ability to save links to documents in more than one location. To support this, Sigma has added shortcuts to make specific data sources easier to find in the source picker, or to organize documents to make key workbooks and data models easier to access.

It is really simple to add a shortcut to any published workbook:

The new workbook shortcut has a different icon that a standard workbook:

See Add shortcuts to documents for more details.

Donut hole value in donut charts

Display an aggregate value within the hole of a donut chart to add more context to your visualization.

For details about adding a donut hole value, see Pie and donut charts.

Dynamic element titles

Workbook element titles now support dynamic values. This update allows you to create more relevant and detailed element titles that adapt to selected control values.

For more information, see Create a dynamic title in Customize element title.

Dynamic page visibility (BETA)

Dynamic page visibility allows you to restrict the visibility of individual workbook pages based on specific users and teams. By default, pages are visible to all users with permission to view, explore, or edit the workbook, but you can now choose from three options:

For more information, see Customize workbook page visibility.

Dynamic text style update

In workbook Edit mode, the pill-style display of dynamic text has been updated to a more sleek and simple underlined format to enhance readability.

Embedding Sigma's documentation now supported

Many customers provide useful information on how to best use Sigma workbooks directly in the workbook itself.

There are time when it can be used to embed specific Sigma documentation content from the Sigma help pages.

This is quite easy to do now using the Embed element

For example, you may want to provide a basic introduction to your new users on how to get started with Sigma:

Another example is to provide the list of popular functions that are available:

Users will appreciate the time saved by avoiding opening another browser page to access documentation.

Enhanced color formatting for workbook themes

Edit your workbook color settings directly from the Color section of the Workbook settings panel.

The element panel provides a real-time preview of your workbook colors that automatically updates as you adjust the settings.

There are currently ten beautiful presets to choose from!

Here is how to access it:

Enhanced SQL editor (Beta)

We have added a new, in-line SQL editor that allows SQL users to write their code directly in the workbook, and reference / build on top of other elements in the workbook.

Use the new SQL editor—featuring a more integrated and collaborative experience—to build workbooks, datasets, and elements (tables, pivot tables, and visualizations) with custom SQL.

The Beta release includes the following enhanced capabilities:

For more information about using custom SQL directly in Sigma, see Write custom SQL.

For a video demonstration, click here.

Export any supported format to Google Drive

You can now export one or more workbook elements, workbook pages, or an entire workbook to a new folder in Google Drive.

Additional file format types are now supported, such as PDF and PNG.

The current list of supported types are:

For more information, see Send or schedule workbook exports for details on supported file types.

Improved data source selection UI

Select data sources for workbook elements using a new popover UI.

With the new experience, you can search for data sources, review a list of suggested sources, and preview data sources.

Preview a data source to review the source data and choose specific columns to apply to the element:

For more information, see Create a data element.

Improved pivot table performance

Pivot tables are no longer limited to 100,000 points of data.

In addition, pivot table rows support infinite scroll!

Map region improvements

Sigma now uses Mapbox to render regions in map elements.

This update contributes overall performance improvements, including more precise boundaries for mapped regions.

For example:

New option for export to email - workbook action

By default, the Export to email workbook action now runs as the user who performs the action instead of as the recipient of the email.

You can optionally select to run as recipient instead.

See Create actions that download and export data for more details.

Permanent filter icon display

The inline toolbar for data elements now includes a filter icon at all times, regardless of whether a filter or control is already applied.

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:

Developers can access detailed installation and usage guides on GitHub.

There is also a QuickStart on Plugins.

Organize workbook layouts with containers (GA)

You can add containers to your workbook pages to organize elements on the canvas and visually group elements together. With containers, you can more easily manage layouts and style elements as a group.

Some before/after examples:

Pivot tables support column-specific custom sort order

You can now quickly sort pivot table columns using the context menu, and specify custom sort orders for specific columns. For example, you can now choose to sort a specific pivot table column by the values in a different column.

For more information, see the section on Customize the sort order of pivot tables in Customize the sort order of data elements.

Placeholder text in control elements

You can now customize placeholder text for any input-based control element (List values, Text input, Number input, Date, and Date range) to provide context about the expected user input.

Go to Element format > General and update the Placeholder field.

Placeholder text displays directly in the control's input field and clears when the field contains user input:

Repeat pivot values in exports

When sending or scheduling an export, you now have the option to repeat pivot values in Excel or CSV output.

In the Send Now or Schedule Exports modal, go to More options and select the Repeat pivot values checkbox. This ensures the pivot header values are populated in every applicable row or column:

Repeat row labels in pivot tables

In pivot tables with multiple pivot rows, you can format your table to repeat row labels.

For example, Arts & Entertainment in Product Types is repeated for each additional row having a Product Family in that grouping:

For more information, see Working with pivot tables.

Restore a workbook to a previous change

You can now restore a workbook to a previous change in the edit history for a draft or previously published version.

This can be really useful if something you are working on stopped working and you are not sure what change caused the issue. Now you can quickly revert versions to see what changed caused the issue.

For example:

For more details, see Workbook versions and version history

Schedule exports as an email burst (Beta)

You can send a custom-filtered report to a dynamic list of recipients as a scheduled email burst.

Send a workbook, workbook pages, and individual workbook elements as supported attachment types, such as PDF, Excel, or PNG files.

For more information, see Export as email burst (Beta).

There is also a QuickStart, Export Bursting

Search and discovery

Any user can now recover their own deleted documents without the involvement of an admin.

For more information, see the following help pages:

Recover deleted documentsRecover a deleted workbookRecover a deleted data modelRecover a deleted dataset

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.

Support for emailing exports to organization users and teams

When configuring an email export, the Recipients field now features an autocomplete dropdown that helps you search for and select an organization team or user.

You can also continue to input specific email addresses for non-organization members with authorized domains.

For example, searching to find a specific team:

For more information about emailing workbook content , see Export to email.

Footer

Text area control element

The Text area control element in Sigma allows for multi-line text input, making it ideal for forms and other scenarios requiring larger amounts of text.

With customizable input field height and vertical scrolling to view text overflow, it more effectively supports extensive text input compared to the Text input control element.

Text input control type

The former Text box control element has been renamed to Text input to differentiate it from the Text UI element.

View parameters referenced by a custom SQL element in a data model

Custom SQL elements in a data model that reference a control as a parameter in the SQL syntax are now visible from the Targets section of the Element properties for the control.

Updated file names for Google Sheet and Google Drive exports

The default file name used for Google Sheet and Google Drive exports has been updated from:

date time - workbook name

to:

workbookName_elementName_timestamp

This change makes these export naming conventions consistent with Sigma's other export file name patterns.

For example, for a workbook with the name workbookName, exported on August 2nd, the file name changes from 2024-08-02 10:07 - workbookName to workbookName_elementName_20240802T1007.

Updated file names for scheduled element exports

For scheduled exports of elements that use dynamic text in the title, the file name now reflects the value of the dynamic text when the export was performed.

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:

For more information, see Theme settings for more details.

Workbook element changes

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 p

Zip file option for attachments in scheduled exports

When scheduling exports it is now optional to compress export attachments into a single zip file. This will result in smaller attachments and more reliable delivery over email.

For more information, see Compress attachments to a zip file.

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