1. Rearranging and organizing workbooks
Welcome back. In this chapter, we'll walk through how to organize and polish your Sigma workbook so it's easier for others to navigate and understand. A clean, well-structured layout helps your audience focus on the insights without being overwhelmed.
2. Oakmark Bank workbook
You've built some great work for Oakmark Bank. Your analysis covers several key topics, including call volumes, escalation trends, fraud detection, and agent utilization. Now it's time to prepare the workbook for leadership by organizing the content, hiding any behind-the-scenes work, and grouping related elements for easier navigation.
3. Oakmark Bank workbook
Sigma gives us several tools to organize and polish our workbooks, so let's start by looking at a page where everything is still combined and see how we can improve it.
4. Making new pages
Let's imagine that we've built the following workbook page with multiple elements on a single page.
It would give our users a more organized experience to separate these elements into 2 separate pages of our workbook.
First, we'll create 2 new pages using the plus sign at the bottom of the page.
Double-clicking on the page name lets us type in a new page name. We'll call our first page Raw Data, and here we'll plan to keep any supporting data that we'd like to hide from our consumers. We'll create 2 new pages using the plus sign at the bottom of the page. We'll name the second page Escalations Overview to house our consumer-facing elements.
We can reorder the pages by dragging them side-to-side
The three-dot corner menu of each element allows us to move it to other pages in the workbook. We'll move anything that represents our final views or element we want our consumers to see and interact with to different pages.
Once we're done, we can hide pages that aren't relevant to consumers by right-clicking on a page name, and selecting Hide we can see that an icon appears on this page, indicating that it is not visible when consumers view the published version of this workbook. Anyone who edits the workbook, like we are doing now, would be able to access this page.
5. Setting up containers
Now that we have the right elements on each page, let's group them into containers. Containers are like boxes that visually group multiple elements together on a page. You might use them to visually separate one part of your workbook page from another.
Containers can also be accessed from the layout button on the add an element bar, or we can click and drag to select multiple elements, then click create container.
Once a container exists on our page, we can also drag pre-existing elements into the container.
Now these elements can be treated as a larger group, and we can change some design options in the format menu.
6. Let's practice!
Now it's your turn. In the next exercises, you'll organize some of the elements you've built over the course of this class into separate pages and containers.