Creating Your First Dashboard with Sigma Assistant
Overview
Sigma Assistant is an AI-powered feature in Sigma that helps users create dashboards faster through natural language interactions. By understanding user requests, it can assist with generating visualizations, suggesting metrics, building calculations, and organizing dashboard components, reducing the effort required for manual dashboard development.
Whether you are a business user, analyst, or data professional, Sigma Assistant makes dashboard creation more intuitive by helping transform data into meaningful insights with minimal technical complexity.
This article provides a detailed guide on how to leverage Sigma Assistant to efficiently develop your first dashboard, from initial setup to creating impactful visualizations and insights.
Step-by-Step Guide
Before you begin, make sure you’ve created your sigma account to follow along.
In this article, I have share details on how you can get stared with Sigma Public.
Once you login into your Sigma Public account.
Select Create app to create your dashboard.
Assign the appropriate title, description, and category to your dashboard.
Save the details.
Upload your data to Sigma Public.
Select Data -> Table
Choose upload CSV and upload your data, for my case I will upload “Sample – Superstore”
Once the data is uploaded, save it.
Rename the page “Data Sources” and hide it.
Add a new page and rename it “Executive Dashboard”.
Launch Sigma Assistant
Use Ctrl + K to launch Sigma assistant.
Attach the data source in the chat box, in this case I have selected the same data source uploaded above.
Next, write a prompt describing your dashboard.
For my case I am using this prompt.
“Create an executive dashboard showcasing Total Sales, Total Profit, Average Discount, and Profit Ratio. Add visuals showing Sales over month year, Sales by state (as a map), and Sale by Category”
(Be patient as sigma assistant generates your dashboard)
See the resulting view.
Using another prompt to revise my dashboard.
See a much cleaner dashboard after revision.
Conclusion
Sigma Assistant makes dashboard development faster and more accessible by allowing users to create visualizations and explore data through simple natural language prompts. Instead of spending time on complex configurations, users can focus on identifying trends, answering business questions, and generating insights.
By leveraging Sigma Assistant, both new and experienced users can streamline the dashboard creation process and quickly turn data into meaningful, interactive reports. As AI becomes an integral part of analytics, tools like Sigma Assistant are helping organizations make data-driven decision-making easier than ever.
With the knowledge gained from this guide, you are now ready to start building your own dashboards and take advantage of Sigma Assistant's capabilities to enhance your analytics workflow.
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Thank you for reading!!