Workbook lineage in Sigma

Introduction to Sigma

Katrina Menne

Sigma Alliance Lead at Aimpoint Digital

Oakmark Bank

Oakmark bank using simga.png

Introduction to Sigma

Understanding parent-child relationships

Inheritance:

  • Child charts inherit filters, formatting, groupings, and calculated results

Hidden logic:

  • Formulas don't copy
  • Only their outputs appear in children

Edit at the source:

  • To change logic, return to the parent element where it was first defined

 

 

parent.png

Introduction to Sigma

Why should we care about Lineage?

 lineage.png

Parent-child relationships help:

  • Avoid repetition
  • Reduce maintenance
  • Maintain consistency
Introduction to Sigma

What is the Lineage view?

 

  • Visual map of your workbook

  • Shows how elements are connected and how logic flows

  • Displays warehouse connections, data sources, tables, charts, and more using distinct icons

  • Arrows illustrate direction and inheritance between elements

Workbook Lineage View.png

 

Lineage elements.png

Introduction to Sigma

Let's practice!

Introduction to Sigma

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