Previewing workbooks

In this exercise, you'll preview a workbook from the perspective of different user types. First, you'll preview as a user with Explorer permissions who may want to change how a team filter is working. Next, you'll preview as a user with Viewer permissions. Begin by entering Edit mode to alter the workbook.

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In this chapter, you’ll learn how to connect Sigma to live data sources and add ad-hoc data to workbooks with Input tables. We’ll perform row-level calculations and group and summarize tables to organize your data in insightful ways. We’ll create pivot tables and practice creating charts to bring insights to life visually. By the end of this chapter, you’ll be equipped with essential skills for exploring, analyzing and interacting with data in Sigma.

Exercise 1: Getting started in Sigma Exercise 2: Sigma in practice Exercise 3: Creating a workbook Exercise 4: Preparing the Call Log table Exercise 5: Row-level and aggregate calculations Exercise 6: Sigma table skills Exercise 7: Calculating on-hold minutes Exercise 8: Calculating percentage Exercise 9: Groupings, calculations, and summary statistics Exercise 10: Groupings for insight Exercise 11: Grouping call center data Exercise 12: Grouping calls by month Exercise 13: Multi-level groupings Exercise 14: Which month escalated most?Exercise 15: Input Tables Exercise 16: Configuring an empty input table

Now that you know how to bring in and visualize data with Sigma, it's time to explore adding interactivity and practice building efficiently. We’ll learn to use page controls for dynamic, customizable interactivity and explore workbook lineage, a powerful feature that helps you trace data sources, transformations, and dependencies across your workbook. This chapter gives you the tools to build clear, interactive, and trustworthy analytics experiences for any audience.

Exercise 1: Pivot tables and charts in Sigma Exercise 2: Choosing the right element Exercise 3: Creating new elements Exercise 4: Fraud rates in tables and charts Exercise 5: Pivot Table creation Exercise 6: Plotting fraudulent activity Exercise 7: Filtering methods Exercise 8: Enabling filtering Exercise 9: Controlling date ranges Exercise 10: Workbook lineage in Sigma Exercise 11: Lineage in Sigma Exercise 12: Exploring workbook lineage Exercise 13: Filter behavior in Sigma Exercise 14: Parameters in Sigma Exercise 15: Oakmark Parameter tools Exercise 16: Tracking calls with long wait times Exercise 17: Parameter creations Exercise 18: Segmented control to switch variables

In this final chapter, you’ll bring everything together and practice designing polished, professional workbooks. We’ll cover best practices for workbook layout and experiment with synced controls for a seamless user experience. We’ll also learn to publish your workbook for others to view. You’ll preview the workbook from the point of view of different user types and learn how to save custom views of your workbooks for easy access at any time. By the end of this chapter you’ll be equipped with the skills to share powerful, tailored insights in Sigma with confidence.

Exercise 1: Rearranging and organizing workbooks Exercise 2: Dividing a workbook Exercise 3: Containers for organizing Exercise 4: Making content clear and consistent Exercise 5: Filtering multiple pages Exercise 6: Dynamic features Exercise 7: Publishing and Sharing Exercise 8: Sharing workbooks Exercise 9: Publishing and sharing Exercise 10: Previewing workbooks

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Exercise 11: Saving a custom view Exercise 12: Congratulations!