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Sigma

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Sigma

BetaBI Tools

Catalog your Sigma workbooks, reports, data models, and datasets - and trace elements and columns back to the warehouse tables that power them.

Overview

Catalog your Sigma workbooks, reports, data models, and datasets, and trace how data flows between Sigma elements and back to the warehouse tables and columns that power them.

Features

Feature NameSupportedNotes
Authentication✓API Client Credentials (Client ID and Client Secret)
Catalog Discovery✓Folders, Workbooks, Reports, Data Models, Datasets, Elements, Columns
Table-level Lineage✓Links Sigma elements to the elements they source from, and Custom SQL elements to upstream warehouse tables
Column-level Lineage✓Parses Custom SQL to trace columns to warehouse columns, and column formulas to trace columns to other elements' columns
Supported Warehouses✓Snowflake
Usage Statistics—

Prerequisites

Before connecting Sigma, you need:

  • A Sigma account with Admin privileges, to create API client credentials
  • A Snowflake asset already connected in Matia - this is required to enable lineage between Sigma and your warehouse

What gets cataloged

Matia syncs the following Sigma objects into your catalog:

Sigma ObjectCataloged asNotes
FolderAssetNested folder hierarchies are preserved
WorkbookAssetHolds the workbook's elements
ReportAssetHolds the report's elements
ElementAssetTables, pivot tables, visualizations, and Custom SQL elements within a workbook, report, or data model
ColumnFieldCarries its Sigma formula and data type

Elements that share a name within the same container are given a unique suffix, so each one gets its own catalog page. For example, Sigma names every new SQL element "Custom SQL" by default, so a workbook with several of them will show each one separately in the catalog.

The resulting lineage chain in Matia runs:

Warehouse Table → Custom SQL Element → Element (workbook or data model) → Element


Column-level lineage narrows this further, in two ways:

  • Custom SQL - Matia parses the SQL behind each Custom SQL element to link its columns to the specific warehouse columns they select.
  • Column formulas - When a column's formula references another element's column (for example, [Orders/Revenue]), Matia links the two columns.

Next Steps

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