diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/1.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/1.png new file mode 100644 index 00000000..726cde47 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/1.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/10.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/10.png new file mode 100644 index 00000000..a88d5d8b Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/10.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/2.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/2.png new file mode 100644 index 00000000..7087109c Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/2.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/3.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/3.png new file mode 100644 index 00000000..aae562bf Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/3.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/4.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/4.png new file mode 100644 index 00000000..85d1e24d Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/4.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/5.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/5.png new file mode 100644 index 00000000..ce0d7728 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/5.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/6.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/6.png new file mode 100644 index 00000000..b7b3cd01 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/6.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/7.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/7.png new file mode 100644 index 00000000..b053ded8 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/7.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/8.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/8.png new file mode 100644 index 00000000..3cf0e617 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/8.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/9.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/9.png new file mode 100644 index 00000000..3aff50c3 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/9.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-1.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-1.png new file mode 100644 index 00000000..654eef68 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-1.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-10.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-10.png new file mode 100644 index 00000000..b999c6b8 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-10.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-11.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-11.png new file mode 100644 index 00000000..2ee7a7b5 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-11.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-12.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-12.png new file mode 100644 index 00000000..31407041 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-12.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-13.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-13.png new file mode 100644 index 00000000..1a74890d Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-13.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-14.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-14.png new file mode 100644 index 00000000..3d272ab9 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-14.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-15.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-15.png new file mode 100644 index 00000000..ca9b51a8 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-15.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-16.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-16.png new file mode 100644 index 00000000..39c7c3a0 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-16.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-17.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-17.png new file mode 100644 index 00000000..aec5d53e Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-17.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-18.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-18.png new file mode 100644 index 00000000..8ae8aac4 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-18.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-19.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-19.png new file mode 100644 index 00000000..96ca422a Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-19.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-2.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-2.png new file mode 100644 index 00000000..05ca2be5 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-2.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-20.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-20.png new file mode 100644 index 00000000..3e9d0ac1 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-20.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-21.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-21.png new file mode 100644 index 00000000..a29dabf2 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-21.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-22.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-22.png new file mode 100644 index 00000000..0131c28c Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-22.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-23.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-23.png new file mode 100644 index 00000000..2fbdd9a0 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-23.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-24.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-24.png new file mode 100644 index 00000000..404e6e3a Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-24.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-25.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-25.png new file mode 100644 index 00000000..5a6af895 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-25.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-26.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-26.png new file mode 100644 index 00000000..334ec556 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-26.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-27.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-27.png new file mode 100644 index 00000000..523d1e6e Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-27.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-28.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-28.png new file mode 100644 index 00000000..68a907be Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-28.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-29.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-29.png new file mode 100644 index 00000000..feee2760 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-29.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-3.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-3.png new file mode 100644 index 00000000..ee6cf819 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-3.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-30.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-30.png new file mode 100644 index 00000000..4380d9f0 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-30.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-31.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-31.png new file mode 100644 index 00000000..912de725 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-31.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-33.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-33.png new file mode 100644 index 00000000..1d5400c9 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-33.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-34.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-34.png new file mode 100644 index 00000000..77c1d926 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-34.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-35.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-35.png new file mode 100644 index 00000000..58812ace Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-35.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-36.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-36.png new file mode 100644 index 00000000..7bfbeacb Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-36.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-37.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-37.png new file mode 100644 index 00000000..5ef56edb Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-37.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-38.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-38.png new file mode 100644 index 00000000..48aaefcb Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-38.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-39.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-39.png new file mode 100644 index 00000000..aa2cfad9 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-39.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-4.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-4.png new file mode 100644 index 00000000..f3e04fb2 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-4.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-40.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-40.png new file mode 100644 index 00000000..1c60aa5d Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-40.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-5.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-5.png new file mode 100644 index 00000000..4e1cfb19 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-5.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-6.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-6.png new file mode 100644 index 00000000..77b89119 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-6.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-7.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-7.png new file mode 100644 index 00000000..53deb11c Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-7.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-8.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-8.png new file mode 100644 index 00000000..a9117ec6 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-8.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-9.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-9.png new file mode 100644 index 00000000..856197c7 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-9.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-demo.gif b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-demo.gif new file mode 100644 index 00000000..23c56787 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/acl-demo.gif differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/caret.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/caret.png new file mode 100644 index 00000000..13a132ab Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/caret.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/facebook.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/facebook.png new file mode 100644 index 00000000..fa3f0e02 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/facebook.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/greencheckbox.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/greencheckbox.png new file mode 100644 index 00000000..69cb876e Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/greencheckbox.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/heart_icon.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/heart_icon.png new file mode 100644 index 00000000..bff9ea90 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/heart_icon.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/horizonalline.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/horizonalline.png new file mode 100644 index 00000000..7c49d872 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/horizonalline.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/linkedin.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/linkedin.png new file mode 100644 index 00000000..d1a0636d Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/linkedin.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/sigma_footer.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/sigma_footer.png new file mode 100644 index 00000000..df51d771 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/sigma_footer.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/assets/twitter.png b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/twitter.png new file mode 100644 index 00000000..5a827d72 Binary files /dev/null and b/site/sigmaguides/src/dataapps_adjustments_change_log/assets/twitter.png differ diff --git a/site/sigmaguides/src/dataapps_adjustments_change_log/dataapps_adjustments_change_log.md b/site/sigmaguides/src/dataapps_adjustments_change_log/dataapps_adjustments_change_log.md new file mode 100644 index 00000000..299de8e1 --- /dev/null +++ b/site/sigmaguides/src/dataapps_adjustments_change_log/dataapps_adjustments_change_log.md @@ -0,0 +1,513 @@ +author: pballai +id: dataapps_adjustments_change_log +summary: dataapps_adjustments_change_log +categories: dataapps +environments: web +status: hidden +feedback link: https://github.com/sigmacomputing/sigmaquickstarts/issues +tags: +lastUpdated: 2025-01-08 + +# Adjustments - Change Log + +## Overview +Duration: 5 + +This QuickStart is designed to show how Sigma simplifies the process of creating an intuitive interface for managing data. Users can input, edit, and review changes in real-time, with the adjustments automatically recorded in a centralized log. The change log serves as a historical record, providing transparency and accountability for all modifications. + +### Key Features: +- Change Logging: Automatically capture each adjustment with details like user, timestamp, and updated values. +- Display the most recent adjusted value alongside the original value; never change the original data. +- Sigma Input Tables: Facilitate real-time data entry and updates directly in the Sigma UI. +- No knowledge of the cloud data warehouse is required, although all data will be stored there. +- Error handling + +### Use Cases: +This approach is ideal for scenarios where tracking manual adjustments is critical, such as: + +- Inventory corrections +- Financial forecast updates +- Quality control audits +- Get creative! + +By the end of this QuickStart, users will have a fully functional data app capable of handling live adjustments and maintaining a transparent change history, built entirely in Sigma. + +### Target Audience +Developers interested in using Sigma to build interactive data applications. + +### Prerequisites + + + + + + + + + +For more information on Sigma's product release strategy, see [Sigma product releases.](https://help.sigmacomputing.com/docs/sigma-product-releases) + +![Footer](assets/sigma_footer.png) + +## Sample Data +Duration: 5 + +Log into Sigma as `Administrator` and create a new workbook. + +Add a new `Data` > `Table` to the page and set the source to `Sigma Sample Database` > `RETAIL` > `PLUGS_ELECTRONICS` > `PLUGS_ELECTRONICS_HANDS_ON_LAB_DATA`: + + + +Add a new column, rename it to `Revenue` and set the formula to: +```code +[Price] * [Quantity] +``` + +Add another new column, rename it to `Month` and set the formula to: +```code +DateTrunc("month", [Date]) +``` + +Let's cull the data down for this demonstration. We don't need 4.5 million rows to build our data app, although Sigma handles it fine anyway. There is no reason to use more data than is required and efficency matters. + +Filter the table down to just `Mobiles`: + +Also filter the table to the `Last 2 quarters`: + + + +Rename this page to `Data`. + +Save the workbook as `QuickStart - Adjustments Change Log`. + +![Footer](assets/sigma_footer.png) + + +## Pivot Table +Duration: 5 + +Add another workbook page and rename it to `Home`. + +On the `Home` page, add a new `Data` > `Pivot Table`. Set the source to the `Data` > `PLUGS_ELECTRONICS_HANDS_ON_LAB_DATA` table. + +Group the table as shown in the screenshot below: + + + +Rename the pivot table to `Revenue Planning`. + +### Create a Key Column +In order to uniquely identify which cell a user has clicked, we will add a column renamed to `Key`, and set its formula to: +```code +MD5([Product Type] & [Product Line] & Text([Month])) +``` + +Remove the `Count` aggregation from `Key`. + +Drag the `Key` column to the `VALUES` grouping and the result will be that for each `Sum of Revenue` value, there is a corresponding unique key. + + + + + + +Leave the `Key` in the `VALUES` grouping but set it to `Hidden`. We want to be able to reference it, but we don't need to actually see it here. + +![Footer](assets/sigma_footer.png) + + +## Input Table +Duration: 5 + +Add a `Input` > `Empty` input table under the `Revenue Planning` table. + +Set the source connection to the `Sigma Sample Database`. + +Add and name the following columns: +```code +Name Type +Product_Line Text +Original_Value Number +Method Text +Adjusted_Value Number +Delta Add as a Caculation column +Key Text +``` + +Set the formula for `Delta` to: +```code +[Adjusted_Value] - [Original_Value] +``` + + + +Also add the Sigma supplied columns for `Last updated at`and `Last updated by`: + + + +If you happend to create some blank rows, it is simple to delete them: + + + +Rename the input table to `Adjustment Log`. + +![Footer](assets/sigma_footer.png) + + +## Actions +Duration: 5 + +With the basic framework in place, we can configure some actions and create a modal (page) to allow users to input adjustments and save them. + +On the `Home` page, select the `Revenue Planning` table and open the `Actions` menu. + +We need to change the value in the `When selecting cells in column` to be `Sum of revenue`, since that is the column in the `Revenue Planning` table that we want users to click. + +Once that change is made, click the `+` to add another action. + + + + + +Add an new action to the existing `Action sequence` and set the action to `Open modal` and select the `New modal`: + + + +This creates a new modal for us (hidden workbook page). + + + +Rename the modal page to `Adjustments` and change it's title to `Adjustments` too. + +### Adding Controls to the Modal +To support the required passing of user selected values, we will use a few Sigma controls on the modal. + +Once the controls are in place, we will return to creating some actions to control the passing of values to them. + + + +On the `Adjustments` modal, add the following controls and text elements. + + + +### Control Elements + +#### Selected value - a_current +Add a `Controls` > `Number` input control and set the `Control ID` to `a_current.` Also set the `Data format` to `Currency.` + + + +#### Desired Adjustment - a_adjustment +Add a `Controls` > `Number` input control and set the `Control ID` to `a_adjustment`. Also set the Data format to `Number`. + + + +#### Product Line - a_line +You can also duplicate existing controls and edit them as required for the product line (a_line), but make sure the `Control type` is set as required when duplicating from different control types. + +
+ + + +#### Product Type - a_date +Add a `Controls` > `Date` control and set the `Control ID` to `a_date`. + +#### Product Type - a_key +Add a `Controls` > `Text input` control and set the `Control ID` to `a_key`. + +#### Method +Add a `Controls` > `Segmented` control and set the `Control ID` to `Method`. Set the `Value source` to `Create manual list` with these values: +```code +Absolute +Percent +Relative +``` + + + +#### Calculated Adjustment +Add a `UI` > `Text` element and set its formula to: +```code +Coalesce( + Switch( + [Method], + "Percent", [a_current] * (1 + [a_adjustment] / 100), + "Absolute", [a_adjustment], + "Relative", [a_current] + [a_adjustment] + ), + 0 +) +``` + +The value normally would resolve to `Null` but using [Coalesce](https://help.sigmacomputing.com/docs/coalesce) will convert that to zero. + +Now that we have all the elements on the modal, we can take a moment to clean up the appearance, rearranging, placing elements into containers and styling to suit: + +Place the elements that are considered part of a `Selected values` grouping together in a container and rename the container `Selected values`. + + + +Do the same for the elements that are part of a grouping that the user would use to create an adjustment, also renaming the second container to `Adjustment value`. + +After placing some items in containers, adding some `text` elements and light styling, the modal looks like this: + + + +![Footer](assets/sigma_footer.png) + + +## Actions to Set Controls +Duration: 5 + +Return the the `Home` page and select the `Revenue Planning` table and open its action menu. + +Make sure that the existing `Open modal` action is set to open the `Adjustments` modal: + + + +At this point if we click on any value in the `Revenue Planning` pivot table, the modal will appear. + +However, we need to still configure other actions to pass the required values, based on the cell the user selects. + +Add another action and set it to pass the value the user has selected from the `Sum of Revenue` column to the `A Current` control: + + + +Now if we click a cell, the value is passed to the modal as expected: + + + +We simply need to add more `Set control value` actions for each element on the modal we want to pass data to. + +### Product Line + + +### Month (Date) + + +### Key + + +### Give it a test +Clicking a value in the `Revenue Planning` workbook, entering a value in `A Adjustment` and clicking `Absolute` should produce a calculated adjustment: + + + +Now we need to configure some actions on the modals footer buttons (Secondary and Primary) to exit or save the adjustment. + + + +![Footer](assets/sigma_footer.png) + + +## Button Actions +Duration: 5 + +On the `Adjustments` modal page, uncheck the `Show close icon` and configure the text to appear on each footer button: + + + +### Secondary button (Exit) + +Moving to the `Actions` menu now. + +On the `On click - secondary` action, add three actions, two to clear the modals containers and one to navigate back `Home`: + +
+ + + + + +### Primary button (Save Adustment) +We need to handle this button a bit different to account for things that ***might*** happen. + +For example, if the user does not enter a value for `A Adjustment` but clicks `Save`, what should happen? + +To handle this Sigma provides [Action Sequences](https://help.sigmacomputing.com/docs/configure-actions-in-sequences) and [Action conditions](https://help.sigmacomputing.com/docs/make-an-action-conditional) + +First, we will handle the case where `A Adjustment` is left empty. + +Still on the modal, open its `Actions` menu. + +Click as shown in the screenshot below and select `Add condition`: + + + +Select `Custom formula` and use this formula: +```code +IsNull([a_adjustment]) +``` + + + +This will check if `A Adjustment` is empty and if so, process the next action in the sequence. + +There are few things we could do here to provide feedback to the user. For example, we may want to display another modal with a warning like this: + + + + + +### Add second action sequence +With that out of the way, lets setup recording the adjustment into our `Adjustment Log` input table. + +`Create` (or duplicate the existing) action sequence (as shown in the screenshot below) and set its condition to execute if there is a value in +```code +IsNotNull([a_adjustment]) +``` + +Add an `Insert a row` action and configure it as shown: + + + + + +We need to make one change from the defaults for the `Adjusted_Value` control. For that, we need to pass the value of the final calculation but since that is not in a control for us to just "grab", we have to set a formula instead. + +We can just reuse the same formula as the modal already uses to do the adjustment calculation: +```code +Switch([Method], "Percent", [a_current] * (1 + [a_adjustment] / 100), "Absolute", [a_adjustment], "Relative", [a_current] + [a_adjustment]) +``` + + + +Add another action to `Navigate` back to `Home`. + +Click `Publish`. + +Give it a test; does it work? Notice anything in the workflow? + +In data apps, testing can and will expose problems and areas where users might get in trouble too. + +For example, in testing the first time, it worked fine but on the second pass we noticed that the value for `A Adjustment` was held over from the first test. + +This is easy enough to correct. Lets keep it simple for demonstration. + +On the `Save Adjustment` action, we just need to add two actions to clear the values from each container on the `Adjustments` modal. That will solve it! + + + +### Input table governance +Sigma allows you to preserve data integrity and enhance security in input tables through data validation, column protection, and customizable data entry permissions. + +During our configuration and testing work our input table was set to `Only editable in draft mode`. This is fine for building and testing. However, if we want to test in `Published` mode, we need to first set the input table to `Editable in view/explore mode` and also click `Publish`. + +It is fine to switch between modes when we are building. We just want to make sure the functionality is understood. + + + +For more information, see [Data governance options in input tables.](https://help.sigmacomputing.com/docs/configure-data-governance-options-in-input-tables) + +![Footer](assets/sigma_footer.png) + + +## Adjustments in Pivot Table +Duration: 5 +Now that we have everything working, we want to do one last thing; show the most recent adjusted amount next to the current amount in the pivot table. + +Before we start this, delete all the test adjustments you may have made from the `Adjustment Log`. + +We need to determine the most recent adjustment for each `Product Line` and `Month`, so we will use the data in the `Adjustment Log` to accomplish this, without changing the table itself. + +Create a child table from the `Adjustment Log`: + + + +Rename the new table to Most `Most Recent Adjustments`. + +Group the table by the `Key` column. + +Drag `Last updated at` to the `CALCULATIONS` grouping and set its aggregation to `MAX`: + + + +Rename the column to `Most Recent Adjustment`. + +Add another new column and rename it to `IsLatest` and set its formula to: +```code +If([Last updated at] = [Most Recent Adjustment], True) +``` + +Filter `IsLatest` to only show `True` values. + +Lets do some test adjustments so that we have some data. Make sure to adjust the same cell a few times so we are sure only the most recent one appears. For example, we did six adjustments on two cells, in two `Product Lines`. The `Most Recent Adjustments` table only shows the two most recent adjustments as expected: + + + +With that configured, we now want the latest adjustment to appear in the `Revenue Planning` table, in the correct cell. + +In the `Revenue Planning` table, add a new column, rename it to the `Latest Adjustment` and set the formula to: +```code +Coalesce(Lookup([Most Recent Adjustments/Adjusted_Value], [Key], [Most Recent Adjustments/Key]), [Sum of Revenue]) +``` + +Drag the new column to the `CALCULATIONS` grouping and set its `Aggregation` to `Remove Aggregation`: + + + +Now when there is a matching record in the `Most Recent Adjustments` table, the value is shown in `Revenue Planning` in the `Lastest Adjustment` column. When there is no match, the current value is shown instead. + +Here is a demo of a using the data app to make some adjustments from scratch (using the `Published version`): + + + + + +By now we hope you see just how easy and powerful the combination of Sigma and data apps can be. + +![Footer](assets/sigma_footer.png) + + +## What we've covered +Duration: 5 + +In this QuickStart, we built out a process that allows users to make real-time adjustments to revenue with all work being done in Sigma. + +**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/) +
+ +[](https://twitter.com/sigmacomputing)  +[](https://www.linkedin.com/company/sigmacomputing)  +[](https://www.facebook.com/sigmacomputing) + +![Footer](assets/sigma_footer.png) + +