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+ +The following is a guideline for the different parts of the Sigma interface so that we are oriented to the terms that will be used throughout this QuickStart. Not every item is called out, but the most used ones are. + +### Workbook page - published version + + +### Workbook menu - published version + + +### Workbook page - edit mode + + +For more information, see [Getting around in Sigma](https://help.sigmacomputing.com/docs/get-around-in-sigma) + +![Footer](assets/sigma_footer.png) + + +## Introduction to Input Tables +Duration: 5 + +Input tables are dynamic workbook elements that support structured data entry. They allow you to integrate new data points into your analysis and augment existing data from your data platform to facilitate rapid prototyping, advanced modeling, forecasting, what-if analysis, and more—without overwriting source data. + +Use input tables as sources for tables, pivot tables, and visualizations, or incorporate the data using lookups and joins. And when you create warehouse views for input tables, you can reuse the manually entered data across your broader data ecosystem. + +### Create Project Tracker Input Table + +#### Step 1: Open a blank workbook in Sigma: +Log into Sigma and select the `+ Create New` > `Workbook` from the homepage: + + + + + +For more information on Sigma's release strategy, see [Sigma product releases](https://help.sigmacomputing.com/docs/sigma-product-releases) + +There is also a QuickStart each month that covers all the release activity for the previous months. For more information, see [First Friday Features](https://quickstarts.sigmacomputing.com/firstfridayfeatures/) + +#### Step 2: Add empty input table: +Create an empty input table on Sigma Sample Database by clicking on `Input` in the element bar and dragging an `Empty` input table onto the page. + + + +Click the `Select connection` button and choose the `Sigma Sample Database`. Click `Create`. + +Change the title of the new input table (by double-clicking its current title) to `Project Tracker Input Table`: + + + +#### Step 3: Add new columns: + +First, rename the existing `Text` column to `Project Name`. + +Next create two additional `text` fields and one `date` field: + + + +Rename the new columns to `Project Owner`, `Project Type`, and `Project Due Date` respectively: + + + +#### Step 5: Rename the page +Rename the workbook page to `Project Tracker` and add a new page, by clicking the `+` icon in the footer. Rename it to `Data Validation`: + + + +#### Step 6: Validation input tables +In this step we will create three additional input tables, reloading them with data from csv files. + + + +Click the button below to download the files (in zip format). Extract them to a known location to make the easy to find. + + + +The download will contain three csv files once extracted: + + + +Now that we have the files, we can add three `CSV` input tables using the element bar as we previously did. + +The only different thing is this workflow is we need to `Upload CSV` using the csv input table button: + + + +`Browse` to where the csv files downloaded are stored and select the first one. + +After selecting the first csv file, Sigma allows you to adjust the `Parsing Options` and review the parsed data. This ensures the data makes it to the input table as expected. If everything looks correct, click `Save`. + + + +Once all three input tables are added, rename them to match the content: + + + +#### Step 7: +On the `Project Tracker` page, open the menu for the `Project Owner` column on the `Project Tracker Input Table` and select `Data validation`: + + + +For `Value source`, select the `Data Validation` page and then `Employees`. Click `Save`. + +Now when the `Project Owner` column is restricted to the list of `Employees` from that input table: + + + +Repeat this step for the `Project Type` column, using the `Project Type` input Table as the source of validation value: + +#### Step 8: +Add the following row of data and delete any extra rows from the `Project Tracker Input Table`. + + + + + +#### Step 9: +Click the `Save as` button and name workbook as `Data Apps Fundamentals`. + +#### Step 10: +Using the element bar, add a `Text Input` control above the input table: + + + +Rename it `Project Name`. + +With the `Project Name` control selected, change the `Control ID` to `cp-ProjectName` in the properties panel: + + + + + +#### Step 11: +Add a `List Values` control element titled `Project Owner`. + +In the properties panel under `Value Source`, select `Data Validation` > `Employee` and set the `Source column` to `Name`. + +Ensure that only the `Show Clear Button` and `Show Search Box` are selected. + +Rename the `Control ID` to `cp_ProjectOwner`: + + + + + +#### Step 12: +Repeat step 11 for `Project Type`. + +In the properties panel under `Value Source`, select `Data Validation` > `Project Type` and the `Project Type` column. + +Rename the `Control ID` to `cp_ProjectType`. + +#### Step 13: +Add a `Date` control titled `Project Due Date` with a `Control ID` of `cp_ProjectDueDate`. + +The page should look like this now: + + + +#### Step 14: +Add a button from the element bar to the page and set its name to `Create Project`: + + + +#### Step 15: +On the `Actions` panel of the `Create Project` button, add a new action and select `Insert Row`. + +Ensure the values align for each control to the `Project Tracker Input Table`: + + + +What this action does is add a new row to the input table, containing whatever values are set in the four controls on our page. + +If you click the button with no values provided, an empty row is added to the input table. Right click that empty row and select `Delete 1 row` if needed. + +Click `Publish`. + +#### Step 16: +Once the action has been set up we may wanty to adjust the size of each control and the `Create Project` button. + +Now lets some projects. It does not really matter what your decide to use for the control, it is test data anyway. + +Click the `Create Project` button to test if everything was set up correctly: + + + + + +#### Step 17: +Select each control (shift+click) and the `Create Project` button. + +At the top right, choose the `Create container` option from the selected elements menu: + + + + + +For more information on hot-keys in Sigma, see the documentation: + +[Windows](https://help.sigmacomputing.com/docs/keyboard-shortcuts-microsoft-windows) + +[Mac](https://help.sigmacomputing.com/docs/keyboard-shortcuts-mac-os) + +#### Step 18: +Rename the container `Create Project Container` + + + + + +#### Step 19: +Click on your `Create Project” button`, and go to `Actions`. + +Create a second action set to `Clear control` applied to `Container` with our newly created `Create Project Container`. This will set the action to automatically target all four control elements: + + + +#### Step 20: +Add an additional row of data to test the clear action on each control element within the container. + +The updated `Project Tracker` Input Table should look as follows, with a new row of data and the controls cleared once the `Create Project` button is clicked: + + + +![Footer](assets/sigma_footer.png) + + +## Project Creation Modal +Duration: 5 + +### Step 1: Add a modal +Click on the `Create Project` container, and then click the icon at the top right of the container. + +Select the `Move to` > `New Modal` option. + + + +### Step 2: +Name the modal `Modal - Create Project`. + +By now, we assume you are familiar with where elements are accessed and configured in Sigma, so we may not show all steps. + +Rename the title from `New Modal` to `Create a New Project`. + +Deselect both `Primary` and `Secondary` button options under `Footer` in the selected element panel. + +Move the various elements around and resize everthiong to suit. Trim any unnecessary space: + + + +### Step 3: +Create a new button for `Clear Form`. + +In the actions panel, set the action to clear the `Create Project Container.` This is a good best practice for improving user experience. + + + +### Step 4: +Add an action to the `Create Project` button to `Close Modal`: + + + +Actions can be added in series to create dynamic behavors. For more information see [Configure an action sequence](https://help.sigmacomputing.com/docs/configure-actions-in-sequences) + +### Step 5: +Return to the `Project Tracker` page and add a button titled `Create Project`. + +Add an action to `Open a Moda`l for the `Modal - Create Project`: + + + +### Step 6: +Click the `Create Project` button to test the action. `Modal - Create Project` should opens. Check that add a record, clear and create project works to add a new row in the `Project Tracker`. + + + +**Congratulations** +You have now successfully built a form to do controlled data entry into the Project Table! + +Considering how easy that was AND data is being written automatically to the cloud data warehouse, that is pretty slick. Lets go further still. + +### Step 7: Create page controls +On the `Project Tracker Input Table` page, crate filters for the `Project Name`, `Project Owner`, and `Project Type` one at a time. + + + +Convert to each filter to a page control by selecting the vertical ellipsis: + + + +Rename each of the `control IDs` to have `filter-` prepended as: + + + + + +Click `Publish`. + +### Step 8: Container it +Select the filters and place them into a container titled `Filters Container`, + +Move this container to a modal titled `Modal - Filters`. + +Add a `Filters` title and this time keep the footer buttons naming the primary `Close Modal` and the secondary `Clear Filters`. + + + +### Step 9: +On the actions tab of `Modal - Filters` configure the `Close Modal` button to `Close a Modal`. + +The secondary configure `Clear Filters` to `Clear control` on the `Filters` Container: + + + +### Step 10: +Back on the `Project Tracker` page, add another button for `Project Filters` with an action to `Open Modal` on `Modal - Filters`. + +Add an additional button named `Clear Filters`. + +Select all three buttons and place those into a container titled `Buttons Container`. + +Set the action on the `Clear Filters` button to clear the `Filters Container (Modal - Filters)`. + +Test that the new buttons work as expected. + + + +Our Data App is beginning to take form by mixing and matching Sigma building blocks. + +### Step 11: +Customize the title for the `Project Filters` button by adding a `(` followed by the `=` sign, which will open a pop up for use to use a custom formula: + +Use the following formula: +```code +Sum(If(ArrayLength([filter-Project-Name]) > 0, 1, 0) + +If(ArrayLength([filter-Project-Type]) > 0, 1, 0) + +If(ArrayLength([filter-Project-Owner]) > 0, 1, 0)) +``` + +Once the formula is good, click the green checkmark: + + + +Add one more `)` to make the value surrounded by `()`. + +Click the `Project Filters` button and set a few filters. + +This results in a count when filters are selected: + + + +![Footer](assets/sigma_footer.png) + + +## Create the Control Panel +Duration: 5 + +### Step 1: Add page +Add a new page named `Control Panel`. + +This will be the central hub and spine for the Data App which ensures governance over the circular flow of data. + +### Step 2: +On the `Project Tracker` page, add three new columns using any of the drop downs for `Last Updated At`, `Last Updated By`, and `ID`. + + + +Rename `ID` to `Project ID`: + + + + + +### Step 3: +Create a `child table` from the `Project Tracker Input Table` and rename the child `Project Tracker Stable Table`: + + + +### Step 4: +Move the `Project Tracker Stable Table` to the `Control Panel` page. + + + +### Step 5: +On the `Control Panel` page, from the `Project Tracker Stable Table` filter `Project ID` and convert it to a page control. + +Rename the Control ID to `master-ProjectID`: + + + + + +### Step 6: +Add another page control filter, this time for `Project Name`. + +Rename the Control ID to `master-Project-Name`. + + + +### Step 7: +The Control Panel page should look as follows at this stage: + + + + + +![Footer](assets/sigma_footer.png) + + +## Create the Task Table +Duration: 5 + +### Step 1: +On the `Project Tracker` page, add a new `Empty` input table, connect it to the `Sigma Sample Database` and rename it to `Task Tracking Input Table`. + +Add two `Text` columns, `Task Name`, `Task Owner` and a `Due Date` column as `Date` data type: + + + +### Step 2: +Add an additional text column for `Project ID`: + + + +This column will be tied to the `Project Tracker Input Table` to link tasks to projects. + +### Step 3: +Add a `text input` control, `List values` control, and `Date` control above the `Task Tracking Input Table`. + +Rename these to `Task Name`, `Task Owner`, and `Task Due Date`. + +Set each `Control Id` as: + + + + + + + + + + + + + + + + + + +
Task Namect-Task-Name
Task Ownerct-Task-Owner
Task Due Datect-Task-Due- Date
+ + + +### Step 4: +Ensure the `Task Owner` column is sourced to the `Data Validation - Employee` table with the correct items deselected as shown: + + + +### Step 5: +Create a container titled “Create Task Container” with the three controls. + + + +### Step 6: +Move this container to a `New modal` and rename the modal page to `Modal - Create Task`. + +Rename the model to `Create Task` + +Using the existing primary and secondary buttons, change the names to `Clear Form` and `Create Task`. + +Configure the actions for these buttons as follows: + +**Create Task (primary button):** +Add an `Insert Row`and make sure you’re inserting into the `Task Tracking Table`: + +Add two more actions after the `Insert Row` action to clear the controls in the container and then close the modal: + + + + + +**Clear Form (secondary button):** +Add a `Clear control` for the `Container` with the action set as: + + + + + + + +We will use the modals `X` to close the modal. + +### Step 7: +On the `Project Tracker Input Table`, select the dropdown and add a calculation. + + + +The formula for this calculation will be "Add Task" (with quotation marks included) in the formula bar. + +Rename this column to `Add a Task`: + + + +### Step 8: +Click to select the `Project Tracker Input Table` and add an action.1 + +Configure the action to `When selecting cells in column` for the column `Add a Task`. + +Configure the rest of the action to: + + + +### Step 9: +Add conditional formatting to the `Add a Task` column to make it appear as a hyperlink: + + + +### Step 10: +Test this action by selecting an `Add Task` cell from `Create New Task`and check the `Control Panel` page +for the `Project ID` control element. The value that was clicked will appear in the filter as: + + + +### Step 11: +We also want to set the `Project Name` when the user clicks `Add Task`. + +Add another action under the `Set Project ID` and configure it as follows: + + + +### Step 12: +Add a third action for `Opening a Modal`, and select `Modal - Create Task`: + + + +### Step 13: +When the modal appears, we want the project name to appear in the title so the user is oriented. + +On the `Modal - Create Task` page, revise the title to include the project name. + +Select the text `Create Task` and append it with `for ` followed by `=`, which opens the formula bar. + +Type `[master_ProjectName]` and click the green checkmark: + + + + + +### Step 14: +Lets test this by clicking `Add Task` from any row and entering some test data. When done, click `Create Task`: + + + +The new task should appear in the `Task Tracking Input Table`: + + + +Try this multiple times to add new tasks to the task tracking table. + +### Step 15: +On the `Project Tracking` page, add a new `Column via lookup` to the `Task Tracking Input Table`. + +This time we used the selected element panel, `COLUMNS` menu to add a new column to demonstrate another way to do it: + + + +We need to let Sigma know which column(s) we want to bring in and how to "match" the two input tables (ie: join them). We could also pre-aggregate the columns as we bring them in, but in this case, that is not wanted: + + + + + +### Step 16: +Rename the new lookup column to `Project Name` and move it to the first column: + + + + + +For more information on lookups in Sigma, see [Add columns through Lookup](https://help.sigmacomputing.com/docs/add-columns-through-lookup) + +### Step 17: +Move the the `Task Tracking Input Table` to the `Control Panel` page and hide the `Project ID` column. Now that we have the `Project Name` we don't need to show that information to the user. + +Add an additional task record for the same project and sort by `Project Name`. + + + +![Footer](assets/sigma_footer.png) + + +## Add Status Tracking +Duration: 5 + +### Step 1: +On the `Project Tracker` page, create a new blank input table and rename it to `Status Update Input Table`. Connect to the `Sigma Sample Database` again. + +Create the following columns: + + + + + + + + + + + + + + + + + + + + + +
Project IDtype = text
Project Statustype = text
Status Ownertype = text
Status Datetype = date
+ +Add the `Last updated at`, `Last updated by`, and `row ID` columns using the menu options. + +Rename the `row ID` column name to `Status ID`. + +Delete any blank rows: + + + + +### Step 2: +Add a new modal and change the title to `Update Project Status`. + +Add a `List control` and rename it to `Project Status`. + +Set its `Value source` to `Data Validation` and `Source column` to `Status`. + +Uncheck `Display columns` as shown below. + +Set the `Control ID` value `ups_Project-Status: + + + +Rename the modal page to `Modal - Project Status`. + +### Step 3: +Change the `Label` > `Lable position` under `Format` to put the `Project Status` title on the left: + + + +### Step 4: +Disable the `Primary` and `Secondary` buttons from the input tables `Format` options. + +Add a `button and rename it to `Update Project Status`: + + + +### Step 5: +On the `Project Tracker` page and the `Project Tracker Input Table`, add a new column via `Calculation` after the `Create New Task` field and rename it to `Update Project Status` with a formula of “Update Status”. + +Lets use conditional formatting to set the new columns apperance to the same as the `Add a Task` column. + +This is made easy by adding the `Update Project Status` column to the `Apply to` list and changing the `Formatting rule` to `Is not null` as shown in the screenshot below: + + + +### Step 6: +On the actions panel for `Project Tracker Input Table`, click the `+` to add a new action which will be `Update Project Status`. + +Add an action to set control value of `Project ID` from the `Control Panel`. + +Set the value as `Column` > `Project ID`: + + + +### Step 7: +Repeat adding an `Set Control Value` action for `Project Name` and the `Open Modal` action for` Modal - Update Status`: + + + +### Step 8: +In the header of the `Modal - Update Status` page, add in the following text: `Project Name:` followed by an `=` sign and set the formula to [master_ProjectName]: + + + +### Step 9: +Set the action `Insert Row` on the `Update Project Status` button. + +Ensure this is inserting a row into the `Status Update Table` with `Project ID` which if you recall is located on the `Control Panel` page. + +Notice that two columns are mapped to two formulas; `CurrentUserFullName()` and `Now()` and that the mapping for `Project ID` and `Project Status` are different in the screenshot below: + + + +### Step 10: +As we have done before, add an action for `Clearing Project Status` but this time (and while testing) we will set the third action to `Navigate` to the `Control Panel` page > `Status Update Input Table`. + + + +Saving clicks is always appreciated! + +### Step 11: + + + +Back on the `Project Tracker` page, select `Update Status` for any project and test out the functionality of `Modal - Update Status`. + +After setting a status and clicking the `Update Project Stauts` button we are returned to the `Control Panel` where we can see the row added with the new status: + + + +### Step 12: +On the `Control Panel` page > `Project Status Input Table`, add a new field `via lookup` on the Status Update Table` adding `Project Status` based on `Project ID`. + + + + + +Rename the new column `Project Status` and move to the column to just after `Update Project Status` column: + + + +### Step 13: +Now update a project with a second status and see the “multiple values” result under `Project Status`. + + + +This happens when a lookup is `one to many` instead of `one to one` and requires a different approach to enable proper data app functionality. + +### Step 14: +Create a `Child` table off the `Control Panel` > `Status Update Table`. + +Rename this table to `Status Update - Latest Status Table`. + +Set the `Status Date` to `Truncate date` > `Second`: + + + +### Step 15: +Add a new column to the table, set the calculation to be: +```code +lookup(max([Second of Status Date]), [Project ID], [Project ID] +``` + + + + + +For more information about functions in Sigma, see [Function index](https://help.sigmacomputing.com/docs/function-index) + +### Step 16: +Add a new column of `Latest Update` with calculation: +```code +[Max of Second of Status Date] = [Second of Status Date] +``` + +This will result in a `true` or `false`: + + + +### Step 17: +`Filter` this `Latest Update` column to only show the `True` status updates. + +The `Status Update Input Table` operates as the **transaction log**, while the `Latest Status Table` provides just the latest value: + +
+ + + +Having both tables for this and other potential analytics can be powerful. + + + +### Step 18: +Update the `lookup` on the `Project Tracker Input Table` to now look at the `Latest Status Table` adding `Project Status` based off `Project ID`: + +
+ + + +Now our table shows the most recent `Project Status`: + + + +### Step 19: +Select the `Status Update - Latest Status Table` and `Status Update Input Table` and place them in a container named `Status Tracking` container: + + + +![Footer](assets/sigma_footer.png) + + +## Project Details Modal +Duration: 5 + +### Step 1: +On the `Project Tracker Input Table`, create a new `Caculation` column and rename it to `Project Details`. + +Set the column's formula to “ⓘ”. + +This will be used to pop up a modal with project details. + + + +### Step 2: +Create a new `Modal` page and rename it to `Modal - Project Details`. + +Change the modal's title to `Project Details for Project:` and the add the `=` sign. + +Using the formula bar, set it to reference `[master-Project-Name]` and click the green checkmark: + + + +### Step 3: +Add a `UI` > `Text` control with `Project Owner` and type `=[Pr` into the formula bar. This will return all the matching items. Select `Project Tracker Stable Table`: + +The list will then show all the columns from the selected table. Now we can choose the column we want, `Project Owner`: + + + +Click the green check mark to accept the entry of `[Project Tracker Stable Table/Project Owner]`. + +Repeat the process by adding two more line beneath the first one for: +```code +[Project Tracker Stable Table/Project Status] +[Project Tracker Stable Table/Project Due Date] +``` + +We now have: + + + +### Step 4: +Create another `Child` table of the `Status Update Input Table` on the `Control Panel` page. Then move it to the modal titled `Modal - Project Details`. + +Rename the title of the table to `Details`: + + + +Hide all columns except those shown below: + + + +### Step 5: +On the `Control Panel` page, select the `Project ID` control and select `TARGETS` in the selected element panel. + +`Add filter target` to update the `Project ID` on the `Details` table on the `Project Details for Project` modal: + + + +### Step 6: +On `Format` > `Table components`, **uncheck** the `Show summary bar` option and modify the title to include the project name as we have done previously. + + + +### Step 8: +We also want to include all the related tasks for the selected project. + +Repeat the steps for used for the `Details` table to add a `Tasks` table. + +On the `Control Panel` page, create a `Child table` on the `Task Tracking Input Table` and move it to the` Modal - Project Details`. + +Remove the `summary bar` and add change the table's name to `Tasks`. + +Set the `Master Project Name` control on the `Control Panel` to target te the `Tasks` table and the column `Project Name`: + + + + + +### Step 9: +It may be useful to be able to add tasks for this modal as well. + +One the `Project Details for Project modal`, add a button titled `Add New Task` that uses an action to open the modal for `Modal - Create Task`. + + + +CLick the `Add another task` and test the workflow, to add another task to the list: + + + +That was super quick and easy to extend the workflow now that our "base" data app pages and modals are setup! + +### Step 10: Adding a Visualization +Going one step further, lets add a `Charts` > `Bar chart` to the `Project Details for Project` modal. + + + + + +We now have: + + + +We can apply some styling by we will touch on that in the last section. Syling in Sigma is really easy so it is best to make sure the functionality all works first, and then make it look pleasing to the eye. + + + +![Footer](assets/sigma_footer.png) + + +## Create an Approval Workflow +Duration: 5 + +### Step 1: +### Step 2: +### Step 3: +### Step 4: +### Step 5: +### Step 6: +### Step 7: +### Step 8: +### Step 9: +### Step 10: +### Step 11: +### Step 12: +### Step 13: + +![Footer](assets/sigma_footer.png) + + +## Template Formatting +Duration: 5 + +### Step 1: +### Step 2: +### Step 3: +### Step 4: + +![Footer](assets/sigma_footer.png) + + +## What we've covered +Duration: 5 + +In this QuickStart, we + +**Additional Resource Links** + +[Blog](https://www.sigmacomputing.com/blog/)
+[Community](https://community.sigmacomputing.com/)
+[Help Center](https://help.sigmacomputing.com/hc/en-us)
+[QuickStarts](https://quickstarts.sigmacomputing.com/)
+ +Be sure to check out all the latest developments at [Sigma's First Friday Feature page!](https://quickstarts.sigmacomputing.com/firstfridayfeatures/) +
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