Introduction to Sigma
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Learn to connect Sigma to live data, build calculations, pivot tables and charts, add interactive controls, and publish polished workbooks.
Sigma is a cloud analytics tool with a spreadsheet-like interface for turning live data into tables, charts and workbooks that other people can explore. You connect to a data source, shape a call center log with row-level and grouped calculations, and add values of your own through input tables. Later lessons turn to page controls, parameters and lineage tracing, then to layout, publishing and saved custom views.
What You Will Achieve
- Connect Sigma to a live data source and add ad hoc values to a workbook with an input table
- Calculate on-hold minutes and percentages, then group records by month to see which period escalated most
- Pick a table, pivot table or chart for a question and add filters, date-range controls and parameters that viewers can change
- Arrange a workbook with containers and pages, publish it for others, and save a custom view for later access
Program Overview
Connecting and Exploring Data in Sigma
Links Sigma to live data, prepares a call log table and organizes records with calculations and groupings.
- Workbook creation and live data connections
- Row-level and aggregate calculations
- Single and multi-level groupings
- Configuring input tables
Interactive Workbooks with Controls and Lineage
Adds pivot tables and charts on fraud data, then makes workbooks respond to filters, parameters and segmented controls.
- Choosing and creating elements
- Pivot tables and fraud activity charts
- Filtering methods, date ranges and filter behavior
- Workbook lineage and parameters
Polished Workbook Layout and Publishing
Covers dividing and arranging a workbook, syncing controls across pages, and sharing the result with others.
- Containers and clear, consistent content
- Filters across multiple pages
- Publishing and sharing workbooks
- Previewing as other users and saving custom views
Certificate Awarded (Paid)
Job Outlook
These skills apply wherever teams report on cloud data through shared workbooks, and where business users need dashboards they can filter and adjust for their own questions.
Good for: Analysts and business users who will build or maintain Sigma workbooks and want guided practice on call center and fraud datasets.
Keep in mind: The exercises all work inside Sigma on call center and fraud data, so the skills are Sigma workbook skills rather than general analysis methods.
Bottom line: A focused tour of Sigma workbooks that carries one set of skills through calculations, interactive controls and publishing tailored views.
Frequently Asked Questions
What is an input table in Sigma?
In this course an input table is a place to add ad hoc data directly into a workbook alongside the connected live sources. The first chapter has you configure an empty input table so end users can enter their own values.
What kind of data do the Sigma exercises practice on?
The practice centers on a call center log, where you calculate on-hold minutes and percentages and group calls by month, and on fraud data plotted in pivot tables and charts. Later exercises track calls with long wait times using parameters.
What does workbook lineage show?
Workbook lineage traces a workbook's data sources, transformations and dependencies, so you can check where a figure in a table or chart comes from. The second chapter explores it alongside filter behavior and parameters.
How are finished workbooks shared with others?
The final chapter covers publishing a workbook for others to view, previewing it through the eyes of different user types, and saving custom views so a tailored version of the workbook is easy to reopen at any time.
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