Merge branch 'master' into JWT-remove-limitations

site/sigmaguides/src/10_2024_first_friday_features/10_2024_first_friday_features.md

@@ -0,0 +1,298 @@
+author: pballai
+id: 10_2024_first_friday_features
+summary: 10_2024_first_friday_features
+categories: Administration
+environments: web
+status: Published
+feedback link: https://github.com/sigmacomputing/sigmaquickstarts/issues
+tags: first_friday_features
+lastUpdated: 2024-11-01
+
+# (10-2024) October
+<!-- The above name is what appears on the website and is searchable. 
+
+Oct 4 - done
+Oct 11 - done
+Oct 18 - done
+Oct 25 - done
+Nov 1 - done
+Publish on Nov 1
+
+### Customize element styles in a workbook layout (Beta)
+
+For more information, see []() 
+
+<img src="assets/heart_icon.png" width="25"/>
+
+<img src="assets/fff_10_2024_1.png" width="800"/>
+-->
+
+## Overview 
+Duration: 5 
+
+This QuickStart lists all the new and public beta features released, as well as bugs fixed in October 2024.
+
+It is summary in nature, and you should refer to the specific Sigma documentation links provided for more information.
+
+**Public beta features will carry the section text "Beta".**
+
+All other features are considered released (**GA** or generally available).
+
+Sigma actually has feature and bug fix releases weekly, and high-priority bug fixes on demand. We felt it was best to keep these QuickStarts to a summary of the previous month for your convenience.
+
+New first Friday features QuickStarts will be published on the first Friday of each month, and will include information for the previous month.
+
+Features carrying the <img src="assets/heart_icon.png" width="25"/> are customer favorites!
+
+<img src="assets/sigma_footer.png" width="800"/>
+<!-- END OF SECTION-->
+
+## Actions
+Duration: 5 
+
+### Use actions to insert rows into input tables (GA) <img src="assets/heart_icon.png" width="25"/>
+The `Insert row action` to insert a row into an input table based on a user’s interaction with another workbook element is now **GA.**
+
+The feature can be found here:
+
+<img src="assets/fff_10_2024_3.png" width="800"/>
+
+For more information about actions in Sigma, see [Intro to actions.](https://help.sigmacomputing.com/docs/intro-to-actions)
+
+### Use workbook actions to set a date range control
+The date range control is now a valid target for workbook actions that target controls.
+
+There are many possibilities with this new action. 
+
+For example, a segmented control can be used to allow users to easily click on common date ranges. This saves time for the user, and keeps them focused on the data:
+
+<img src="assets/datarange.gif">
+
+<img src="assets/sigma_footer.png" width="800"/>
+<!-- END OF SECTION-->
+
+## Administration
+Duration: 20
+
+### Updated and new permissions for exports
+Export permissions are now more granular. The `Download `or `Send Now` permission is now two permissions, `Download` and `Export to email`:
+
+<img src="assets/fff_10_2024_1.png" width="800"/>
+
+The functionality managed by these permissions has not changed, and existing account types have been migrated to use the new permissions.
+
+In addition, the ability to have an export run as the recipient is managed by a new permission, `Run exports as recipient.`
+
+For more information, see [License and account type overview.](https://help.sigmacomputing.com/docs/license-and-account-type-overview) 
+
+
+<img src="assets/sigma_footer.png" width="800"/>
+<!-- END OF SECTION-->
+
+## API
+Duration: 20
+
+### New API rate limit
+The `v2/auth/toke`n endpoint is now rate limited to **one request per second.**
+
+For more information, see [Get started with the Sigma REST API.](https://help.sigmacomputing.com/reference/get-started-sigma-api#api-limits)
+
+### New parameter for Tag a workbook endpoint
+The [Tag a workbook](https://help.sigmacomputing.com/reference/tagworkbook) (POST v2/workbooks/tag) endpoint now supports the `isDefault` parameter. 
+
+If you want users that only have access to tagged versions of the document to open this tagged version by default, set `isDefault` to `true`.
+
+<img src="assets/sigma_footer.png" width="800"/>
+<!-- END OF SECTION-->
+
+## Bug Fixes
+Duration: 20
+
+**1:** When a workbook action is configured to set a control value on click in a visualization element, clicking on the white space outside the chart now clears the control value as expected.
+
+**2:** Workbook actions triggered from interactions with tables which have columns that either do not have a type or an error type now run as expected.
+
+**3:** When users send a request to their admins for a tag to be applied to their workbook, the resulting email notifications now use custom branding settings configured for the organization.
+
+**4:** Copying a single element with a configured action or clicking Copy page on a workbook page containing actions now copies action configurations between elements on the page.
+
+**5:** Theme fonts are now applied to all embed modal views.
+
+**6:** The Get a team API endpoint now returns an error message when trying to retrieve an unexpected team.
+
+**7:** Users can now export from embeds authenticated with client ID and secret when eval_connection_id is set.
+
+**8:** When including a PNG file in an scheduled or ad hoc email export, the resulting image now uses the full width of the email body.
+
+**9:** Swapping data sources when promoting a workbook from one tag to another tag now works as expected.
+
+**10:** When creating a dynamic title, the type ahead suggestions in the formula bar in the overlay now include the available table columns as well as controls.
+
+**11:** When responsive height is enabled in an embedded object, opening a modal in the embedded content now displays the modal at the current scroll position.
+
+**12:** When using the embed sandbox UI in an organization with a high number of teams, the left navigation now loads teams progressively on scroll without throwing a RESOURCE_EXHAUSTED error.
+
+**13:** When you specify a text alignment for a row header or column header, all header values are aligned instead of the lowest level header.
+
+<img src="assets/sigma_footer.png" width="800"/>
+<!-- END OF SECTION-->
+
+## Embedding
+Duration: 20
+
+### Improved data source selection UI in embeds
+Select data sources for workbook elements using a new popover UI. 
+
+With the new experience, you can search for data sources, review a list of suggested sources, and preview data sources. Preview a data source to review the source data and choose specific columns to apply to the element.
+
+For example:
+
+<img src="assets/fff_10_2024_4.png" width="800"/>
+
+This allows an embed user (with the appropriate permission) to access the new experience.
+
+<img src="assets/fff_10_2024_5.png" width="800"/>
+
+For more information, see [Create a data element.](https://help.sigmacomputing.com/docs/create-a-data-element)
+
+### New inbound events in embeds
+Use two new inbound events, `workbook:bookmark:delete` and `workbook:bookmark:select` to display, clear, or delete bookmarks.
+
+For more information, see [Implement inbound and outbound events in embeds.](https://help.sigmacomputing.com/docs/inbound-and-outbound-events-in-embeds)
+
+There is also a [QuickStart that covers eventing in Sigma embeds.](https://quickstarts.sigmacomputing.com/guide/embedding_07_events/index.html?index=..%2F..index#0)
+
+<img src="assets/sigma_footer.png" width="800"/>
+<!-- END OF SECTION-->
+
+## Functions / Calculations
+Duration: 20
+
+### Create time series forecasts (Beta)
+In a Sigma workbook, you can use `historical time series data` to predict and visualize future values and trends, leveraging [Snowflake’s forecasting ML function](https://docs.snowflake.com/en/user-guide/ml-functions/forecasting). 
+
+Forecasting employs a machine learning algorithm to predict future numeric data based on historical time series data. A common use case is to forecast sales by item for the next two weeks.
+
+No prior SQL knowledge us required to make this work.
+
+For more information, see [Create time series forecasts (Beta).](https://help.sigmacomputing.com/docs/create-time-series-forecasts)  
+
+<img src="assets/sigma_footer.png" width="800"/>
+<!-- END OF SECTION-->
+
+## Infrastructure
+Duration: 20
+
+### Sigma now supports Azure Western Europe region
+Sigma is now deployed in Azure West Europe in compliance with [EU GDPR.](https://commission.europa.eu/law/law-topic/data-protection/data-protection-eu_en) 
+
+Located in the `Netherlands`, this deployment gives customers in the EU more control over data storage while enabling compliance with internal policies and external data residency requirements.
+
+<img src="assets/sigma_footer.png" width="800"/>
+<!-- END OF SECTION-->
+
+## New QuickStarts in October
+Duration: 20
+
+[Discounted cash flow use case:](https://quickstarts.sigmacomputing.com/guide/use_cases_finance_discounted_cash_flow/index.html?index=..%2F..index#0)
+
+This QuickStart describes and demonstrations how to handle a discounted cash flow (DCF) in Sigma. DCF is a common financial analysis that values some type of asset over a period of time. More simply put, it allows someone to understand how much future money is worth in today's terms.
+
+An example of what is built is shown below:
+
+<img src="assets/fff_10_2024_9.png" width="800"/>
+
+<img src="assets/sigma_footer.png" width="800"/>
+<!-- END OF SECTION-->
+
+## Visualizations
+Duration: 5
+
+### Bars in combo charts support color by category (Beta) <img src="assets/heart_icon.png" width="25"/>
+If your combo chart includes a bar chart, you can add a column to split the color of the bar series by category.
+
+For example:
+
+<img src="assets/fff_10_2024_8.png" width="800"/>
+
+For more information, see [Configure a chart color by category. (Beta)](https://help.sigmacomputing.com/docs/combo-charts#configure-a-chart-color-by-category-beta)
+
+### Cartesian charts support trellis by series (Beta)
+If your bar, line, area, or scatter chart has multiple series, you can create a trellis chart for each series.
+
+**This approach provides several advantages:**
+ <ul>
+      <li><strong>Enhanced Comparisons:</strong> By breaking down the data into series-based subsets, analysts can easily compare patterns across different categories, time periods, or groups within the same chart type.</li>
+      <li><strong>Focused Insights:</strong> Each segment within the trellis isolates a single series, reducing clutter and helping analysts focus on specific relationships or trends relevant to each subset.</li>
+      <li><strong>Detailed Multi-Dimensional Analysis:</strong> </li>
+      <li><strong></strong> Trellising enables the analysis of multiple variables at once. For example, in a scatter trellis, each pane could represent a different product or location, showing how variables interact within each distinct category.</li>
+      <li><strong>Efficient Data Exploration:</strong> Trellis charts streamline the comparison of segmented data without needing separate charts, improving efficiency in exploratory data analysis.</li>
+</ul>
+
+For example:
+
+<img src="assets/fff_10_2024_7.png" width="800"/>
+
+For more information, see [Create a trellis chart with multiple series. (Beta)](https://help.sigmacomputing.com/docs/create-and-format-trellis-charts#create-a-trellis-chart-with-multiple-series-beta)
+
+<img src="assets/sigma_footer.png" width="800"/>
+<!-- END OF SECTION-->
+
+## Workbooks
+Duration: 20
+
+### Export any supported format to Google Drive <img src="assets/heart_icon.png" width="25"/>
+You can now export one or more workbook elements, workbook pages, or an entire workbook to a new folder in Google Drive. 
+
+Additional file format types are now supported, such as `PDF` and `PNG.`
+
+The current list of supported types are:
+
+<img src="assets/fff_10_2024_2.png" width="800"/>
+
+For more information, see [Send or schedule workbook exports for details on supported file types.](https://help.sigmacomputing.com/docs/send-or-schedule-workbook-exports)  
+
+### Improved pivot table performance <img src="assets/heart_icon.png" width="25"/>
+Pivot tables are no longer limited to 100,000 points of data. 
+
+In addition, pivot table rows support infinite scroll!
+
+### Restore a workbook to a previous change
+You can now restore a workbook to a previous change in the edit history for a draft or previously published version.
+
+This can be really useful if something you are working on stopped working and you are not sure what change caused the issue. Now you can quickly revert versions to see what changed caused the issue.
+
+For example:
+
+<img src="assets/versions.gif">
+
+For more details, see [Workbook versions and version history]https://help.sigmacomputing.com/docs/workbook-versions-and-version-history)
+
+### Updated file names for scheduled element exports
+For scheduled exports of elements that use **dynamic text in the title,** the file name now reflects the value of the dynamic text when the export was performed.
+
+<img src="assets/sigma_footer.png" width="800"/>
+<!-- END OF SECTION-->
+
+## Additional Information
+Duration: 20
+
+**Additional Resource Links**
+
+[Blog](https://www.sigmacomputing.com/blog/)<br>
+[Community](https://community.sigmacomputing.com/)<br>
+[Help Center](https://help.sigmacomputing.com/hc/en-us)<br>
+[QuickStarts](https://quickstarts.sigmacomputing.com/)<br>
+
+
+Be sure to check out all the latest developments at [Sigma's First Friday Feature page!](https://quickstarts.sigmacomputing.com/firstfridayfeatures/)
+<br>
+
+[<img src="./assets/twitter.png" width="75"/>](https://twitter.com/sigmacomputing)&emsp;
+[<img src="./assets/linkedin.png" width="75"/>](https://www.linkedin.com/company/sigmacomputing)&emsp;
+[<img src="./assets/facebook.png" width="75"/>](https://www.facebook.com/sigmacomputing)
+
+<img src="assets/sigma_footer.png" width="800"/>
+<!-- END OF SECTION-->
+<!-- END OF WHAT WE COVERED -->
+<!-- END OF QUICKSTART -->

site/sigmaguides/src/Fundamentals 1: Getting Around_v2/Fundamentals 1: Getting Around.md

@@ -174,7 +174,7 @@ Once you open a different page, you may notice the back arrow next to the Sigma
 <strong>IMPORTANT:</strong><br> The second thing to remember is that we built Sigma from day one on a modern cloud architecture. This allows us to add new functionality very quickly!
 </aside>
 
-If at anytime you notice an item labeled **BETA**, that means that the feature is mature enough to be included for all customers to evaluate while we finalize it's release.
+If at anytime you notice an item labeled **BETA**, that means that the feature is mature enough to be included for all customers to evaluate while we finalize its release.
 
 For example, at the time of this QuickStart, data models carried the beta tag:
 
@@ -568,7 +568,7 @@ There are three default account types: `Lite`, `Essential` and `Pro`.
   <li><strong>Pro:</strong> allows the original workbook to be altered as if they were the owner.</li>
 </ul>
 
-As an `administrator`, we can the default account types by navigating to `Administration` > `Account Types`.
+As an `administrator`, we can see these default account types by navigating to `Administration` > `Account Types`.
 
 Here we see the three default types, description and can also create a new custom account type:
 

site/sigmaguides/src/Fundamentals 2: Working with Tables-v2/Fundamentals 2: Working with Tables.md

@@ -200,7 +200,7 @@ Your table should now look similar to this:
 <strong>NOTE:</strong><br> Negative values for Profit and Profit Margin indicates items sold at a loss.
 </aside>
 
-Some of these functions have been pretty easy, but Sigma is capable of performing the most commonly used functions available in excel/google sheets or SQL. 
+Some of these functions have been pretty easy, but Sigma is capable of performing the most commonly used functions available in Excel/Google Sheets or SQL. 
 
 We will get into some more advanced functions later, but you can always check out the complete list by clicking the `Help` button <img src="assets/calculatedcols4.png" width="25"/> in the lower right hand corner and selecting [Function Index](https://help.sigmacomputing.com/docs/popular-functions)
 

site/sigmaguides/src/Fundamentals 4: Working with Pivot Tables-v2/Fundamentals 4: Working with Pivot Tables.md

@@ -121,7 +121,7 @@ DateTrunc("year", [Date])
 
 <img src="assets/pivot2_6.png" width="800"/>
 
-Sigma has also provided all the most common functions (ie: write the function for you!) as menu options off of a column, so you could have just applied that too:
+Sigma has also provided all the most common functions (i.e., write the function for you!) as menu options off of a column, so you could have just applied that too:
 
 <img src="assets/pivot2_7.png" width="600"/>
 

site/sigmaguides/src/Fundamentals 6: Controls-v2/fundamentals_6_controls_v2.md

@@ -164,7 +164,7 @@ We checked and found there are some orders sold a big losses, so we set the mini
 Also set the `Control ID` for `Profit` to `profit-slider`.
 
 <aside class="positive">
-<strong>IMPORTANT:</strong><br> Be sure to pay attention to the "Control ID" used for each control. They need to be unique and Sigma will ensure this, of you don't. We can reference the current value that a control is set to by referring to it's Control ID. This can be useful in a variety of use cases, especially in formulas.
+<strong>IMPORTANT:</strong><br> Be sure to pay attention to the "Control ID" used for each control. They need to be unique and Sigma will ensure this if you don't. We can reference the current value that a control is set to by referring to it's Control ID. This can be useful in a variety of use cases, especially in formulas.
 </aside>
 
 Now adjust the `Profit` slider to be around $6500. These are are target high-value customers:
@@ -449,7 +449,7 @@ Add a `Table` to the page, using the `PLUGS_DATA` table on the `DATA` page as th
 For this exercise, lets reduce the available data down so that refresh is as fast as possible.
 
 <aside class="positive">
-<strong>IMPORTANT:</strong><br> Sigma is optimized for cloud operations. Sigma trial instances use a Snowflake x-small warehouse, so while performance is still good for our 4.5+ record PLUGS_DATA table, the cloud compute size will "bottle-neck" our performance to some extent. 
+<strong>IMPORTANT:</strong><br> Sigma is optimized for cloud operations. Sigma trial instances use a Snowflake x-small warehouse, so while performance is still good for our 4.5M+ record PLUGS_DATA table, the cloud compute size will "bottle-neck" our performance to some extent. 
 
 Reducing the size of the data will allow us to move as fast as possible in our demonstration.