This QuickStart is part of a series of QuickStarts designed to instruct new users how to use Sigma to explore and analyze data using Visualizations (Viz). Sigma supports a wide variety of types, and are adding others so be sure to check our documentation for the latest list:
Supported Visualizations Types:
This QuickStart assumes you have already taken the "Fundamentals 1: Getting Around" QuickStart and are now familiar with Sigma's user interface (UI). Given this, some steps are assumed to be known and may not be shown in detail.
We will be working with some common sales data from our fictitious company ‘Plugs Electronics'. This data is provided to you automatically. We will look at sales data, but throughout the course of other QuickStarts will incorporate more sources from associated store, product, and customer data.
The other "Fundamental Series" QuickStarts explore topics such as working with Tables, Pivot Tables, Dashboards and more. We have broken these QuickStarts up so that they can be taken in any order you want, except the "Fundamentals 1: Getting Around" QuickStart should be taken first.
Sigma combines with the unlimited power of the cloud data warehouse and the familiar feel of a spreadsheet; no limit on the amount of data you wish to analyze. Sigma is awesome for users of Excel and even better for customers who have millions of rows of data.
Typical audience for this QuickStart are users of Excel, common Business Intelligence or Reporting tools and semi-technical users who want to try out or learn Sigma. Everything is done in a browser so you already know how to use that. No SQL or technical skills are needed to do this QuickStart.
Through this QuickStart we will walk through how to use Sigma to create beautiful charts and maps, changing configuration parameters to suit your needs.
We will be working with some common sales data from our fictitious company ‘Plugs Electronics'. This data is provided to you automatically.
We will build a Workbook that looks like this:
Our starting point is the "Plugs Sales" Workbook created in the "Fundamentals 2: Working with Tables" QuickStart. It is often easier to spot trends, outliers, or insights which lead to further questions when viewing data in a visualization. Sigma makes it easy to create visualizations of your data while also enabling you to dig into the data that makes up that visualization.
In Sigma, open the Workbook
Plugs Sales and place it in
You should have the Page from the "Getting Around" QuickStart called "Data" already. If not, review that QuickStart to create it.
new Page called
You are probably thinking we will use the Element Panel to add a Viz (as we learned in the Tables QuickStart) and we could do that but let's try a different workflow.
Open the Workbook's
Data Page. Click on the icon as shown below and click
Create Child Element. Select
Visualization from the drop list.
Sigma has created a new Page Element below the Table as an un-configured placeholder for the new Viz. This placeholder is a child of the Table as it references everything in the Parent Table so it is now easy to build whatever Viz we want from that data.
We prefer that this new Viz is on its own Page so click the
vertical dot menu and select
Move to and then click
Viz. The Viz is now on the
Viz Page and it is open for us.
Element Panel click the
X-Axis and select
Store Region as below. Use the search feature when you have a large number of columns to save scrolling time:
We can also drag values onto the axis instead of using the add button. If we look at our columns on the bottom, find the
Profit column and drag it under the
We have our first Chart:
Now let's look at our sales over time to get an understanding of how we are trending. Another way to create a new chart is by selecting the
+ icon on the top left panel next to the
Page Elements title:
After selecting the ‘Viz' icon, you will be prompted to select a source to use for that ‘Viz'.
You can see tabs for selecting:
Select Sources... tab select
PAGE ELEMENTS and
Data Page and
Plug Sales as the desired source. You could have also used the IN USE tab if the source was already in use elsewhere in the Workbook:
We now have a new chart below our bar chart. If like you can select the new Viz and use the hand control to drag the new Viz to be side by side with the bar chart:
This time, using the Visualization dropdown, select a line chart.
To create the Line Chart the operations are the same as the Bar Chart, dragging and dropping (or selecting from the axis drop down menu) to select the data columns.
Let's drag the
Date column into the
X-Axis and truncate it to be
Next we can place our
Revenue column on the
Y-Axis to see our revenue of time. Again, Sigma has automatically summed the revenue to the monthly level.
The Line chart should look like this now:
Taking this one step further, we can compare our different regions by placing
Store Region on color. You can do this by finding the
Store Region column in the ‘columns' tray and dragging it into the
Color tab in the
We now have a multi-line chart showing our Revenue over time by Store Region:
Geographic data can tell a powerful story. Whether analyzing regional trends or plotting sites, maps are packed with insights generated from your location data. Sigma Maps help contextualize geospatial information and provide greater understanding when analyzing data. With Sigma, you can create interactive maps using regions, latitude and longitude, or map paths and areas utilizing geoJSON.
new Vizto the Page and set its source of data to the
Workbook Element / Plugs Sales / Data table. Change the
Visualization type to
Map-Region. Set the
Store State and US
We now have a map that shows the data grouped by US-State:
We can make this more useful by adding an additional grouping to make the high and low performing regions stand out visually. Let's assume we want to see how each region is performing by revenue per customer.
Click the button in the upper right corner of the map to show the underlying data:
Notice that the underlying data is already grouped by US State. Add a
new column called
Revenue per Customer.
We want this column to calculate the total revenue for each unique customer so set the formula for this new column to:
Sum([Price]) / CountDistinct([Cust Key])
Add the new column
Revenue per Customer to the
Map color scale as shown:
You may want to set the
format of the
Revenue per Customer to
truncate the trailing decimals to make it cleaner as:
Keep only California. Now we can work with only the California data. We can browse the data or duplicate it to create different views for our own analysis.
To revert the Map you can either click the
Back icon on the control bar or delete the
As you have seen, there are many different types of Viz available and they all follow the same basic workflow so once you know how to do one, the others will seem obvious.
For example, let's say we want a
Single Value KPI that shows
Total Sales at the top of the Page. Just use the same workflow to add a new Viz, set it's data source and change the Viz type to Single Value.
From there you can
rename the Value column from Revenue to
Total Sales and
format the value to currency and
truncate the trailing decimals.
We have done all this before on the Bar Chart so you already know how. Sigma is designed from the ground up to be as easy as 1-2-3!
Add as many KPI as you like; for example, total profit, total order count and Total COGs would be good to add.
In this QuickStart we learned how to use Sigma to create beautiful charts and maps and how to make configuration changes to the Elements to obtain the desired results.
Click here to move to the next QuickStart in this series.
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