How to make and manage your organization's workbook themes


Themes play a vital role in the design and functionality of any Business Intelligence (BI) dashboard. A well-designed BI dashboard should not only present data and insights but also create a visually engaging and intuitive experience for users. Themes, in the context of BI dashboards, refer to the overall visual design, including color schemes, fonts, icons, and layout. They provide a consistent and cohesive look and feel, which can significantly enhance the effectiveness and usability of a BI dashboard.

Where to make and manage themes

You can arrive at your branding settings by clicking on your initials in the top right corner → administration → account → branding settings.

For today’s purpose we will be focusing on adding our own fonts and themes to use in future dashboards.

Harry Potter Example

Let’s get started with a fun example many people might know: the different houses within Hogwarts!

Setting up Fonts

To start we will want to upload a font file (accepted formats: .ttf, .otf, .woff, .woff2) that matches the look and feel of our project. For today’s case, our Harry Potter font file can be found here.

Within our branding settings page under “Customer Fonts” select “Add”:

  1. Write out your Font Family Name (in this case, “Harry Potter”)
  2. Select your Fallback Font (the font to use when not using the imported font)
  3. Upload your font file

Setting up Themes

Within our branding settings page under “Workbook Themes” select “Add”:

  1. Write the name your Theme (in this case we can start with “Gryffindor”)
  2. Select Colors → Custom
  3. From here you can pick and choose which colors you want to apply for 1. Text, 2. Background, and 3. Primary

Gryffindor Text: #740001
Gryffindor Primary: #D3A625

  1. Next we will want to update our text and data fonts for our recently updated custom font “Harry Potter”
  2. From here you have a lot more flexibility in the look and feel of your theme including:

The default title font size
The default table header size
The default table cell
The default border shape
The default page width
The default spacing
The default to show cards or not

Other color schemes can be found here:

Slytherin Text: #19472A
Slytherin Primary: #5D5D5D
Hufflepuff Text: #0A0A0A
Hufflepuff Primary: #FFD700
Ravenclaw Text: #0F1A40
Ravenclaw Primary: #946B2D

Themes in Action!

Now let’s see what these different themes look like in action!

Within a workbook you can click on the gear button in the bottom left corner to quickly cycle through each of the themes we have created.

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Dynamic themes for embedding

Now up until now we have been focusing on using things for internal usage. But what if you are using Sigma as a part of your embedding offering and want your themes to dynamically match the organization from which your user is logging in? Fret not! You can do that with your “:theme” embed parameter.

When this parameter is set, all workbooks viewed through the embed will take on whichever theme is named by its value. You will be able to use this new parameter to appropriately theme the workbooks for their end customers without having to create separate workbooks for them. For more in-depth information on how embedding works I invite you to check out our quick starts!

I never knew until today that I needed a Harry Potter themed workbook in my life.

snape approves

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Added Theme

Added Admin, Branding