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.

Getting started in Sigma

Sigma in practice

Creating a workbook

Preparing the Call Log table

Row-level and aggregate calculations

Sigma table skills

Calculating on-hold minutes

Calculating percentage

Groupings, calculations, and summary statistics

Groupings for insight

Grouping call center data

Grouping calls by month

Multi-level groupings

Which month escalated most?

Input Tables

Configuring an empty input table

Exploring Data with Sigma

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.

Pivot tables and charts in Sigma

Choosing the right element

Creating new elements

Fraud rates in tables and charts

Pivot Table creation

Plotting fraudulent activity

Filtering methods

Enabling filtering

Controlling date ranges

Workbook lineage in Sigma

Lineage in Sigma

Exploring workbook lineage

Filter behavior in Sigma

Parameters in Sigma

Oakmark Parameter tools

Tracking calls with long wait times

Parameter creations

Segmented control to switch variables

Building Efficient, Interactive Workbooks

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.

Rearranging and organizing workbooks

Dividing a workbook

Containers for organizing

Making content clear and consistent

Filtering multiple pages

Dynamic features

Publishing and Sharing

Sharing workbooks

Publishing and sharing

Previewing workbooks

Saving a custom view

Congratulations!

Publishing User-Friendly, Polished Workbooks

Documentation

Get ready to dive into data with this Intro to Sigma course.  You’ll learn how to connect to live data sources, create powerful calculations, build pivot tables and charts, and turn insights into stunning, interactive dashboards.
We’ll show you how to make dashboards that are not only easy to use, but also easy to share - so you can impress your team and drive smarter decisions. No code, no stress, just hands-on skills to help you turn data into action with confidence and creativity, leveraging Sigma’s familiar spreadsheet-like environment.

This introduction to Sigma course helps data-curious professionals quickly get up to speed with Sigma’s powerful, spreadsheet-like interface.  Whether you’re new to data analytics or transitioning from tools like Excel or Tableau, this course provides the foundational skills to confidently explore and visualize your cloud data.<br><br>
<h2>Connect Data, Build Dashboards</h2>
You’ll start by learning how to connect to data sources to unlock real-time access to your data.  We’ll guide you through building custom calculations, pivot tables, and a wide range of chart types to quickly uncover insights and trends. You’ll also unlock the power of input tables in Sigma, allowing end users to input ad hoc data directly into your dashboards.  From there, you’ll discover how to build interactive dashboards that are both efficient and easy to use, making it simple to share data stories across your organization. You’ll learn best practices for designing user-friendly dashboards that can be tailored to different audiences and use cases.<br><br>
<h2>Publish, Share, Empower</h2>
Finally, the course covers how to publish and save custom dashboard views, so you can confidently enable your stakeholders with tools they can use to find the insights that matter most to them. By the end of this course, you’ll have hands-on experience using Sigma to turn raw data into compelling, interactive dashboards, without writing any code.  This course is perfect for business users, analysts, and anyone looking to get more from their data.

Learn the basics of Sigma in this beginner-friendly course.  Master data exploration, interactive dashboards and real-time analytics - no SQL required!

Introduction to Sigma

Get started with Sigma! Learn how to build and customize simple, interactive dashboards for real-time analytics.

Sigma Alliance Lead at Aimpoint Digital

Oakmark Bank

Sigma workbook lifecycles

Sharing and accessing content

Let's practice!

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Publishing User-Friendly, Polished Workbooks - Publishing and Sharing

Publishing and Sharing

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