It’s time to migrate from Excel to Sigma
Emailing forecast files and pasting exports into tabs every month? Sigma rebuilds your Excel models as live apps on your warehouse, with the numbers your team types still editable and every total checked against the original file.
Teams of every size are moving from Excel to Sigma
How the migration works
Three steps from Excel to Sigma
Point the skill at a workbook and it rebuilds the model as a live Sigma app your team keeps editing.
- Put your actuals in the warehouseMap the model’s actuals to an existing warehouse source, or load data that lives only in the file and connect it to a refresh.
- Rebuild the model with the skillThe skill audits every formula cell, flags what needs a decision, and rebuilds the model as a Sigma data model and workbook, checked against Excel to the cent.
- Keep forecasting in SigmaDriver rates and manual inputs become Input Tables, so people keep typing numbers and every edit writes back to the warehouse.
Sigma Migration Skills
The Excel migration runs in your coding agent
An audit maps every formula cell and flags anything that needs a decision. The skill rebuilds the model in Sigma, keeps typed inputs editable as Input Tables, and checks the totals against Excel to the cent. It works with Claude Code, Cursor, Codex and Snowflake CoCo.
Where your spreadsheet goes to work
Sigma keeps the grid, formulas and pivots your team knows, and runs them on live, governed warehouse data.
A spreadsheet on live warehouse data
Group, pivot and write formulas the way you would in Excel, with more than 200 functions, on billions of rows that stay in your warehouse.
Write back to the warehouse
Input Tables let people add forecasts, corrections and notes beside live data. Each entry lands in a warehouse table, with a history of who changed what and when.
The security your warehouse already enforces
Sigma applies your warehouse roles and row- and column-level policies at query time. Version tags and workbook history show what changed, and who changed it, before it reaches everyone.
Live on your warehouse, with no extracts
Every query runs in your warehouse, so analysis reads current data at full detail. There are no extracts to schedule or reload, and drilling from a total to the rows behind it takes a click.
AI that works on the data you trust
Sigma Assistant answers questions and builds workbooks, and Sigma Agents take action on live warehouse data, with each person’s permissions applied to every step.
Dashboards anyone can explore
Viewers filter, drill and pivot on the dashboard itself, down to row-level detail, so a new question doesn’t become a new request.
Sigma is enterprise BI with a spreadsheet UI
As of May 16, 2025.
Straight from the source
“A spreadsheet-style interface on live warehouse data. People who think in Excel become builders quickly, and ad hoc questions get answered against current data without extracts.”
VP, Data and AnalyticsConstruction · Gartner Peer Insights (opens in a new tab)
“It feels like excel with the backend power of SQL. I can sift through billions of records with a UI that feels and acts like an excel file would.”
Enterprise (> 1000 emp.) · G2 (opens in a new tab)
“My team manages some very large databases, with inputs spanning thousands of sources. Not having to export data to Excel to do financial analysis saves us so much time and so many headaches.”
Enterprise (> 1000 emp.) · G2 (opens in a new tab)
Schedule a live 30-minute demo
See a spreadsheet model rebuilt live on your own data in a 30-minute walkthrough.