With Sigma, you can copy and paste elements (like visualizations and tables) between workbooks. Consider the situation where an analyst did a quick analysis and built charts in a workbook called Exploratory Analysis. With the exploratory analysis done the analyst wants the charts from Exploratory Analysis in a production workbook called Overall KPIs. With Sigma, rather than recreating the charts from our Exploratory Analysis workbook, we can simply copy and paste the elements between workbooks.
Instructions
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Go to your “source” workbook and make sure you are in edit mode
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Click the “kebab” button on the right size of the element you are interested in copying and click Copy Element
- You can also select the visualization and click “⌘ C”
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Go to your “destination” workbook and make sure you are also in edit mode
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select tab/area where you want your chart to be
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Right click and select paste element. Your visualization
should now show up along with any associated underlying data- You can also select the visualization and click “⌘ V”
Considerations
- If you want to copy an element within a workbook use the duplicate feature (also in the kebab menu) not the copy function
- The copy/paste functionality copies all the underlying data which will make lineage more complicated within a workbook
- Table filters will copy over but page controls will not be copied over
- Currently (4/5/23) you are unable to copy an entire tab
- You can’t copy and paste between organizations/Sigma instances