Platform features

Bookmarks

Personal bookmarks allow you to save the state of a published workbook in Explore or View mode. 

View Column Details

Access and review detailed information about each column in your dataset.

Ad hoc data explorations

Explorations are ideal for in-the-moment ad hoc analysis, when you want to explore your data and move on without saving your work for future use.

Input Tables

Input tables enable data entry and integration for analysis without overwriting source data.

JSON

Generate and access structured objects in workbooks, preserving data types for easy access and manipulation.

CSV Uploads

To analyze data in Sigma that is not in your data warehouse, you can upload a CSV file.

Custom SQL

Write SQL to run against the data warehouse.

Templates

Workbook templates allow users to templatize and share workbook structures for quick and consistent reuse.

Workbooks

Analyze data using a spreadsheet-style interface and create visualizations.

Workspaces

A way to organize and share content with specific members or teams within your organization. Items placed in workspaces can be accessed by anyone who has permission to that workspace.

Favorites

Items that you have designated as a favorite.

AWS PrivateLink

If your Sigma organization runs on AWS, you can securely connect to your data using AWS PrivateLink. 

Azure Private Link

Sigma organizations running on Azure can securely connect to their data using Azure's Private Link, which allows Sigma to access the data warehouse hosted on Azure via a private endpoint in the virtual network.

iFrame integration

Quickly embed Sigma with a single URL.

No code/low code development

Customize the user interface with no-code options for a comprehensive, low-maintenance analytics experience.

Live query

Directly query your Cloud Data Warehouse for up-to-date insights. Access Real-time interactive data within dashboards.

Customizable security controls

Row-level, column-level security, and user attributes.

Role-based access controls

With options from single and multi-tenant to dynamic role switching, define user permissions with granularity to ensure precise user access control.

Simple secure authentication

Integrate with any existing authentication without additional SSO requirements for a quick and easy implementation.

Dynamic data exploration

Empower users to drill down into data, view underlying metrics, and perform ad-hoc analyses within your embedded Sigma environment.

Version Control

Control how and when changes show up in their production environment through version tagging.

Ad-hoc data entry

Forms and actions turn an embed into an application.

Exports

Ad-hoc or scheduled exports of row level data.

Explore Mode

Explore and save bookmarks — users can do their analysis on top of a curated embed without making copies. They can save these explorations to bookmarks.

Inbound and Outbound Events

Utilize inbound events like workbook:bookmark:create and outbound events like workbook:exploreKey:onchange to enhance interaction between embedded content and host applications.

Data Warehouse Writebacks: Interact with Your Data

Leverage structured data entry and writebacks for dynamic, interactive analysis, enabling you to navigate "what-ifs" with ease.

Bring your own data

Create detailed forecasts from historical data and future projections. Perform rapid data prototyping with external sources. Reconciliation.

AI-powered Productivity

Utilize AI-driven inputs for quick data entry and informed decision-making, with forecasting, formula descriptions enhancing efficiency.

Live Edit

Enable BI teams to simultaneously edit dashboards, ensuring seamless collaboration and up-to-date content without data management hassles.

Actions

Configure responsive actions within workbooks, such as data refreshes or page navigations, based on user interactions for a more engaging experience.

UI Design, themes, and branding

Incorporate text, images, buttons, and more to enrich workbooks with context and style, providing a toolkit for compelling user experiences.

Permissions and role-based security

Implement role-based permissions and column-level security to provide relevant insights while protecting sensitive data, ensuring compliance and confidentiality.

Controls

Embed control elements to dynamically adjust data through formulas or queries, offering real-time insights and simplified analysis.

Parameters

Enable flexible, on-the-fly data calculations to support what-if analyses, enhancing dashboard interactivity and insight depth.

View Lineage

Visualize the origins and connections of data elements and analysis within workbooks- all the way back to the data warehouse, crucial for managing changes, streamlining analysis, and solving errors.

Operational Reports

Deep dives into specific topics or problems, using data to support findings and recommendations.

Reports Distribution

Build reports with custom settings for relevant consumers or third-party integration. Create scheduled report emails for timely access to insights.

Default Version Tags

Set a default tag for a workbook, ensuring users without access to the published version see the default tagged version.

Custom SQL Editor (Beta)

Use the new SQL editor for a collaborative and integrated experience when building workbooks, datasets, and elements.

Data Labels in Maps

Add data labels to point and region maps for quick at-a-glance details.

Custom Formula Aggregations

Specify custom formula aggregations in chart reference marks for more tailored insights.

Actions (GA)

Create interactive workflows within workbooks with actions for navigation, control value management, element modification, and data transfer.

Customizable Page Tab Color

Customize the color of individual page tabs for added clarity and organization.

Interactive Chart Legends

Interact with chart legends to highlight, isolate, or hide data points.

KPI Charts

Highlight single metric values typically used to measure performance or progress toward goals.

Table Styling

Customization features, including header styles, cell colors, cell spacing, gridline options, as well as the ability to incorporate them into themes.

Drill Anywhere

Drill Anywhere feature offers flexible ad-hoc data exploration through customizable drill paths on visualizations, allowing users to deeply investigate data by right-clicking a visualization element and selecting specific columns for detailed analysis.

Pivot Tables

Summarize and reorganize large datasets. By converting rows into columns and grouping similar data, pivot tables allow you to easily compare, analyze, and uncover patterns or trends across variables in your data.

Out-of-the-box functions

In Sigma, functions are essential tools that enable complex analyses directly within a database, ranging from basic operations like summing or averaging values, to more advanced functions like calculating moving averages, cumulative sums, and dynamically ranking data based on specific conditions.

Dynamic Text Elements

Add and customize text directly within the interface. These text elements can be enriched with data formulas to create responsive headers or inline text.

Group Bys

A function that allows users to categorize data into groups based on one or more columns and then perform calculations such as totals, averages, and counts for each distinct group. This helps business users understand trends and patterns within data.

Linked Input tables

Manually input data into editable tables that are synchronized with the cloud data warehouse.

AI-generated input tables

Sigma helps you accurately convey your data requirements through structured AI prompts that create the following types of AI-generated columns:

  • Classification: Assigns existing column data to distinct categories or groups.
  • Sentiment analysis (opinion mining): Determines emotion and tone expressed by textual data.
  • Column fill (data synthesis): Generates data based on existing and provided context.

Lookups

Identify and retrieve matching data within a workbook, allowing users to find correspondences either within the same table or across different tables in the dataset.

OAuth Write Access (Beta)

Configure an OAuth connection with write access to leverage features such as input tables, warehouse views, workbook materializations, and CSV uploads.

SUPPORT_CHATS Audit Log Dimension Table

Reference user interactions with Sigma's live chat support feature. This includes timestamps, user names, user emails, and full chat transcripts.

Organization Translation Files

Admins can create translation files for custom strings across workbooks, ensuring a consistent multilingual experience. Workbook owners can override these translations as needed.

Customizable Session Length

Customize session lengths for internal and guest users, enhancing security by controlling login duration.

Data Models (Beta)

Build reusable data models using table and input table elements, transforming and analyzing data within a familiar workbook-style format.

New API Reference and Recipes

Access better in-line documentation and interactive code samples through the new API reference, supported by practical recipes and quick starts.