How does Unity Catalog governance carry into Sigma?

With OAuth, each query runs as the signed-in user, so their Unity Catalog grants, row filters and column masks apply. With a service account, map Sigma teams to Databricks permissions and add row-level security in Sigma.

Does Sigma copy our data out of Databricks?

No. Sigma compiles each request to SQL that runs on your Databricks SQL warehouse and keeps no copy of your tables. Input tables write to Delta tables you control.

Does each click run a Databricks SQL query?

No. Sorts and filters on loaded data run in the browser, and repeated queries can use Databricks SQL caching or a Sigma cached result. Logic many workbooks share can be materialized to a Delta table on a schedule.

Can Sigma use our Genie Agents?

Yes. Sigma Assistant and Sigma agents can call the Genie Agents you already maintain. Each Genie Agent runs in Databricks under the permissions of the person asking.

Where does writeback land, and is it audited?

Input tables write to Delta tables in a catalog and schema you choose. Each entry records who changed it and when, and edit permissions are set per table.

How do we keep traffic private?

Sigma supports AWS PrivateLink and Azure Private Link for Databricks connections, so traffic stays off the public internet. Reports for your security reviewers are in the Trust Center.

Can we trace a Sigma query in Databricks?

Yes. Query history in each workbook shows the generated SQL, where it ran and its timing, with the Databricks query ID to find it in Databricks.

Where Databricks data becomes action

Databricks holds the data and the building blocks. Sigma takes it the rest of the way, where business teams analyze, build apps and run agents under Unity Catalog.

Book a demo Start a free trial

Data to action
Business teams explore, plan and decide on live Delta tables in a spreadsheet, with no SQL or extracts.
Apps that write back
Inputs and approvals land in Delta tables, and business users change the app in a few clicks.
Agents that act
Business teams build agents that call your Genie Agents, then request approval and write back.

Weekly revenue review

Revenue Analyst

New chat

I explain changes in revenue on this page, with context from the sales_genie Genie Agent.

Ask anything

AI can make mistakes. Please double-check responses.

Weekly revenue review

Week: Oct 5 to Oct 11

Net revenue

$7.13M

8.0%vs week 40

New bookings

$2.94M

3.1%vs week 40

Gross margin

71.4%

0.6 ptsvs week 40

Net revenue by week

Net revenue by region

Region	Week 41	Week 40	Change
West	$2.31M	$2.72M	−$410K
Central	$1.62M	$1.80M	−$180K
EMEA	$1.86M	$1.80M	+$60K
APAC	$1.34M	$1.43M	−$90K
Total	$7.13M	$7.75M	−$620K

Recognized by Databricks

2x ISV BI Partner of the YearDatabricks ISV BI Partner of the Year, 2025 and 2026
Lakehouse//RT launch partnerLaunch partner for low-latency serving, June 2026
Backed by Databricks VenturesAn investor in Sigma’s Series E

Trusted by teams building on Databricks

Lakehouse ROI

Bring the lakehouse to the business

Databricks gives data teams one place for data and AI. Business teams often still wait in a queue, then finish the work offline on extracts.

Today	With Sigma
Backlogs. Extracts. Offline Excel.	Business teams self-serve on live Delta tables
Policies rebuilt in each BI layer	Unity Catalog policies apply at query time
Metrics that drift by team	Shared metric definitions in one data model
Insights handed off by email	Inputs and approvals written back to Databricks
App changes that wait on a ticket	Business users change apps in a few clicks

One platform

Build the pieces in Databricks. Finish the work in Sigma.

Sigma runs live on the lakehouse you already govern. Business teams query, write back to Delta tables and call your Genie Agents, under Unity Catalog.

Business teams

Finance
Operations
Sales
Marketing
Supply chain

Sigma

Workbooks and dashboards
Apps with writeback
Sigma Assistant
Sigma agents

Live queries, no copies
Writeback to Delta tables
Assistant uses Genie Agents
Agents call Genie Agents

Live queries, no copies
Writeback to Delta tables
Assistant uses Genie Agents
Agents call Genie Agents

Databricks

Databricks SQL
Delta tables in your lakehouse
Genie Agents

Unity CatalogRoles and policies apply to each query

Finish the work where the data lives

Databricks provides the building blocks. Sigma is where business teams finish the work, with Unity Catalog governance built in.

Full detail

From the KPI to the row on live Delta tables

Teams drill from a KPI to the row across billions of rows, live on Delta tables. As a Lakehouse//RT launch partner, Sigma stays fast at high concurrency.

No extracts or imports
Drill from any chart to its rows

Digital Commerce

Digital commerce

WEB_EVENTS · 3,812,447,209 rows, live on the warehouse

Date range

Jan 1, 2023 – Oct 9, 2026

Channel

AllWebApp

Metro

All

Events

Every page view, cart, and order since 2023

Sessions

212.6M

18%vs last year

17.9 events per session

Device mix

iOS46%
Web33%
Android21%

Return rate

Target 7.0%

8.4%

Sessions by metro

Click a metro to filter

Conversion funnel

All metros

Page views2.96B17%↓

Product views504.9M46%↓

Add to cart231.9M31%↓

Checkout71.4M58%↓

Purchase41.2M

Events by day and hour

All metros, all years

Trusted metrics

Define metrics once for people and agents

Build a Sigma data model on Unity Catalog tables, with relationships and metrics in one place. Dashboards, apps and agents answer from the same definitions.

Relationships and metrics in one model
Agents that answer from the model

Cold Provisions Data Model Published

Highlighted metrics

Total Revenue

$136,934,712.55

Average Order Spend

$9.58

# Orders Completed

8,020,504

Units per Order

Promo Sales (#)

188,848

Promo Sales ($)

$490,054.62

ORDERS_FACT618 references · 14M rows

Order Id	Store Id	Product Id	Quantity	Promo Campaign Id
ORD-00019058	ST001	IC-SCOOP-005	1	null
ORD-00019058	ST001	IC-SCOOP-006	3	PROMO-MEGA
ORD-00019061	ST004	IC-PINT-012	2	null
ORD-00019064	ST002	IC-SCOOP-001	1	PROMO-WINTER
ORD-00019064	ST002	IC-CONE-003	2	PROMO-WINTER
ORD-00019070	ST007	IC-PINT-004	1	null
ORD-00019073	ST003	IC-SCOOP-009	4	PROMO-SWEET
ORD-00019075	ST001	IC-SCOOP-002	2	null
ORD-00019081	ST005	IC-SHAKE-001	1	PROMO-MEGA
ORD-00019086	ST006	IC-PINT-007	3	null

Cold Provisions Agent

Which promotions are driving the most revenue?

I’ll analyze your promotional performance to show the sales contribution and your best-performing promos.

Overall Promo Sales ImpactRead 1 row in 12 milliseconds

Top Performing Promos by RevenueRead 9 rows in 3 seconds

Promotional sales impact

Promotions contributed $490,054.62 in sales, 0.36% of total revenue ($136.9M), on 188,848 units.

Promo name	Type	Sales ($)
Mega Event	Percentage Off	$151,266
Winter Event	Percentage Off	$144,993
Sweet Event	Amount Off	$97,483
Sweet Special	Amount Off	$63,305
Fall Deals	Amount Off	$11,448
Super Deals	BOGO	$7,864

Next steps

Look at what made Mega Event and Winter Event successful
Compare promo penetration rates across stores

Ask anything

Captured decisions

Write plans and approvals back to Databricks

Teams add forecasts, commits and notes beside live data in an input table. Each entry lands in a Delta table you control.

Entries written to Delta tables
Edit permissions set per table
A record of each change

Spend Forecasting Explore

Spend Forecasting

Division

Go-to-market

Period

Q3 2026

Q3 spend forecast

Total forecast

$2,094,000

87% of budget

Check forecast for accuracy

Actuals to date

$1.23M

51% of budget

Committed

$455k

19% of budget

Remaining

$409k

17% of budget

AI Overview

Budget used

Q3 budget $2.4M

100%50%0%

Gap to budget: $306,000

NEXT3 cost centers haven’t updated their forecast in 7 days.

Click a cost center to quickly update its forecast or view them all on the Cost centers page.

Field MarketingLast forecast 12 days agoSales EnablementLast forecast 9 days agoSupport OperationsLast forecast 8 days ago

Spend compositionForecastBudget vs actual

Spend composition

Payroll 55%Software 15%T&E 8%Programs 22%

Cost center	Department	Due	Forecast	Budget
Field Marketing	Marketing	Aug 14	$760,000	$950,000
Sales Enablement	Sales	Aug 14	$540,000	$600,000
Support Operations	Support	Aug 21	$610,000	$650,000
Spring Launch	Marketing	Closed	$184,000	$200,000

Finished work

Agents that take the next step

Business teams build Sigma agents in the workbook. They call your Genie Agents for context, then write changes back to Databricks once someone approves.

Genie Agents available as tools
Approval before anything is written back
Updates posted to Slack

Shift ManagementCustom view Close view

Needed Coverage

BY DAY

SUN

09/20

MON

09/21

TUE

09/22

WED

09/23

THU

09/24

FRI

09/25

SAT

09/26

Employee	09/20Sun	09/21Mon	09/22Tue	09/23Wed	09/24Thu	09/25Fri	09/26Sat
Kayla Schmidt ($18/hr)		4p-12a Shift Lead			4p-12a Shift Lead	6a-2p Shift Lead	6a-2p Shift Lead
Bruce Murphy ($21/hr)	6a-2p Shift Lead		4p-12a Shift Lead	4p-12a Shift Lead		4p-12a Shift Lead
Tara Klein ($15/hr)		4p-12a Scooper			11a-7p Scooper
Courtney Hale ($17/hr)		11a-7p Scooper	4p-12a Scooper			11a-7p Scooper	4p-12a Scooper
Michelle Scott ($16/hr)						4p-12a Scooper	11a-7p Scooper
Taylor Brown ($16/hr)	11a-7p Scooper		11a-7p Scooper	11a-7p Scooper			4p-12a Scooper
James Donovan ($15/hr)	11a-7p Cashier	4p-12a Cashier			11a-7p Cashier	4p-12a Cashier	8a-4p Cashier
Casey Mason ($16/hr)		6a-2p Cashier	4p-12a Cashier	11a-7p Cashier		11a-7p Cashier	6a-2p Cashier
Ryan Torres ($18/hr)	11a-7p Cashier	6a-2p Cashier	4p-12a Cashier	11a-7p Cashier	6a-2p Cashier		11a-7p Cashier

Scheduling Agent

Fill open Saturday shift slots

Fill the open Saturday shifts

Saturday has 3 open shifts. Each fill matches the role and keeps one shift per day:

Casey Mason, 6a-2p Cashier (2 hrs over cap)
Michelle Scott, 11a-7p Scooper
Taylor Brown, 4p-12a Scooper

Insert shift assignmentsAccepted

Verification sweep for Saturday fills(3 rows)

All three shifts are written to the schedule, and a check on those assignment IDs found no conflicts.

Ask anything

AI can make mistakes. Please double-check responses.

Inherited controls

Unity Catalog rules apply to each query

Queries run as each person with OAuth, or as a service account. Unity Catalog grants apply, and query history shows the SQL each element ran.

OAuth run-as-user or a service account
Row filters and column masks at query time
Private connectivity on AWS and Azure

Regional RevenueDraftPublish

Query history (6)View browser calculations (2)Clear

Request typeStart timeExecution pathQueueSigmaWarehouseFetchRun time

Query details

Request typeTable: Weekly revenue by segment

Status Completed

Run time1.80 s (9:41:09 AM - 9:41:11 AM)

Queue 0.08 s
Sigma 0.19 s
Warehouse 1.42 s
Fetch 0.11 s

Sigma request ID4f2c9a1e-7b3d-4e58-9c61-0a8d2e5f3b17

SQLDatabricks ProdCopy SQL

with Q1 as (  select date_trunc('WEEK', order_date) week,    case segment when 'ENT' then 'Enterprise'from Switch()      when 'MM' then 'Mid-market' else 'SMB' end segment_name,    sum(amount) revenue  from main.sales.orders  where region = 'EMEA'  group by 1, 2)select week, segment_name, revenue,  avg(revenue) over (partition by segment_name order by weekfrom MovingAvg()    rows between 3 preceding and current row) revenue_4wk_avgfrom Q1order by week desclimit 25001

Teams that act on Databricks data with Sigma

How business teams put live lakehouse data to work

View all

Weeks to days to ship new workflows. 14K+ r&d orgs on luma. 2M+ scientists using the data.Weeks to days to ship new workflowsHow Dotmatics ships new workflows in days with Sigma

100+ hours saved/month for planning teams. 80% of time reallocated to strategic, value-add work. 6 department use cases in year 1.100+ hours saved/month for planning teamsWhen this furniture company needed business intelligence, it found Sigma on Databricks

50% weekly analyst hours reclaimed from manual report building. 5 net-new use cases for portfolio projections and interactive reporting. $20B assets under management (aum) supported by sigma-governed data.50% weekly analyst hours reclaimed from manual report buildingMakena Capital Cuts Analyst Reporting Time by 50% and Builds a Firm-Wide Data Culture on Sigma

Go deeper

For your Databricks rollout

The docs and guides admins ask for when connecting Sigma to Databricks.

Databricks FAQ

What Databricks admins and security teams ask before they connect Sigma.

How does Unity Catalog governance carry into Sigma?
With OAuth, each query runs as the signed-in user, so their Unity Catalog grants, row filters and column masks apply. With a service account, map Sigma teams to Databricks permissions and add row-level security in Sigma.
Does Sigma copy our data out of Databricks?
No. Sigma compiles each request to SQL that runs on your Databricks SQL warehouse and keeps no copy of your tables. Input tables write to Delta tables you control.
Does each click run a Databricks SQL query?
No. Sorts and filters on loaded data run in the browser, and repeated queries can use Databricks SQL caching or a Sigma cached result. Logic many workbooks share can be materialized to a Delta table on a schedule.
Can Sigma use our Genie Agents?
Yes. Sigma Assistant and Sigma agents can call the Genie Agents you already maintain. Each Genie Agent runs in Databricks under the permissions of the person asking.
Where does writeback land, and is it audited?
Input tables write to Delta tables in a catalog and schema you choose. Each entry records who changed it and when, and edit permissions are set per table.
How do we keep traffic private?
Sigma supports AWS PrivateLink and Azure Private Link for Databricks connections, so traffic stays off the public internet. Reports for your security reviewers are in the Trust Center.
Can we trace a Sigma query in Databricks?
Yes. Query history in each workbook shows the generated SQL, where it ran and its timing, with the Databricks query ID to find it in Databricks.

See Sigma on your Databricks data

We’ll connect to your Databricks workspace and walk your team from data to action, with Unity Catalog in place.

Book a demo Start a free trial

Where Databricks data becomes action

Data to action

Apps that write back

Agents that act

Bring the lakehouse to the business

Build the pieces in Databricks. Finish the work in Sigma.

Finish the work where the data lives

From the KPI to the row on live Delta tables

Define metrics once for people and agents

Write plans and approvals back to Databricks

Agents that take the next step

Unity Catalog rules apply to each query

Teams that act on Databricks data with Sigma

For your Databricks rollout

Connect to Databricks

Unity Catalog in Sigma

OAuth for Databricks

Use Genie Agents in Sigma

Databricks FAQ

See Sigma on your Databricks data