Getting started in Sigma

Introduction to Sigma

Katrina Menne

Sigma Alliance Lead at Aimpoint Digital

Oakmark Bank needs your help

Oakmark Bank needs your help

• Needed a powerful yet easy-to-use data platform
• Call center generates hundreds of interactions daily
• Teams need fast, flexible ways to explore data
• Wanted to build interactive decision workflows

Oakmark Bank needs your help

• Explore, analyze, and visualize massive datasets
  • spreadsheet-like interface
• Access always up-to-date data via live cloud connection
• Create Data Apps to manage workflows and decisions

What is Sigma?

Sigma's User Interface

• Sigma workbooks organize all content for a specific analysis
• Workbooks are built from elements like text, tables, charts, and controls
• You'll use a sandbox version of Sigma designed for this course
• Your organization's Sigma may look slightly different, but works the same

What you'll learn

• Learn Sigma fundamentals to build scalable, interactive analytics
• For Oakmark Bank:
  • Support high-level trends for executives
  • Provide detailed insights for staffing managers and agents

What you'll learn

• Connect to and use live data
• Build with workbook elements for analysis and visuals
• Add filters and controls for customizable views
• Publish and share insights across teams
• Develop core skills for flexible reporting and future Data Apps creation

Let's practice!

Introduction to Sigma