How to add a data table to a workbook:
While in edit mode, click the + button in the top right corner of the workbook and select 'Table' from the Data Elements section. Next, select the desired data source for your data table. If you are adding a new data source to your workbook, you'll want to make sure the Projection ID filter on your workbook is targeting this new data source.
How to add a calculation to a data table:
Within the data table, right click or click on the down arrow on any column and then click 'Add new column'
In the formula bar, type the desired calculation and click enter. The calculation will be applied to the entire column of data.
For a list of available functions, please visit the Function Index available on Sigma's help center.
How to format columns:
To format a column in a table, use the options to the right of the formula bar shown below.
How to Aggregate Data:
In the editor panel, click the + button next to Groupings. The select the column you wish to group by (e.g. Region)
Then drag the column you wish to calculate (e.g. Sales) from the columns section to the calculations.
If you collapse the column you are grouping by, you will find the calculations for each group (e.g. Sales by Region).
How to filter column data:
Typically, you will add filters as a workbook data element to narrow down data across your data sources and data elements. If you wish to just filter down your data on a column, you can do so by right clicking on the column, selecting filter and then setting the desired filter criteria (e.g. Filtering the date column down to this year)
How to add a visualization:
Click the + icon in the top right corner and select 'Viz'.
Select your desired datasource for your visualization.
From here you can select the desired visualization type (e.g. Bar) and drag the desired data columns up into the X-Axis and Y-Axis panels. Right clicking on the column will allow you to edit and format your column.
How to create a pivot table:
While in edit mode, click the + button in the top right corner and select Pivot Table from the Data Elements section.
Select the desired data source (e.g. Model Point Variable Results) and drag the desired column into the Pivot Rows and Pivot columns sections in the editor panel (e.g. Pivot Rows: Date and Time Index, Pivot Columns: Variable Name and Array Value)
For more information on pivot tables, checkout Sigma's Working with Pivot Tables documentation.
How to create a summary:
A summary is a single value column aggregate that is calculated at a table's highest aggregation level. To create a summary, click the 'Summary' button, located in the table footer. Click the + button in the Summary section and select a column option.
