Dashboard developers are continually asked to add more functionality to dashboards, and Sigma has released the next iteration of Workbook Actions: Custom Formula Actions. This new option lets you move beyond static values and simple clicks, adding complex logic to your workbooks and making your data truly dynamic. In this blog, we'll explore what Custom Formula Actions are, share some practical examples, and show you how to create them.
What is a Custom Formula Action?
The custom formula option expands where control values can be sourced from. Previously, the value could be either a hardcoded value or the value of the item clicked on (i.e., I click on the "North Bar, my value is North." Now, users can choose any values and layer more complex logic.
What are examples of Custom Formula Actions?
There are a wide range of uses for expanded and more complex workbook actions. Here are a few ideas to get you started:
Dependant If/Then Logic - If control A = 1 and control B = 1 then 1, else if control A = 1 and control B =2 then 2
Expanded Click to Drill-down Functionality - Click on the Region Bar to see Product Type and click on a Product Type to see States
Pagination - Limit the number of items shown in a visualization, for example, items 1-5, then click to advance to the next "page" of items 6-10
Multi-Select Parameters - Click on a visualization to include or exclude multiple items
How do I create Custom Formula Actions?
Creating custom formula actions is a slight change from creating other kinds of actions. If you're new to Workbook Actions, check out this How to Create Actions in Sigma Computing Video.
To use a formula, select the "Custom Formula" option in the set value as a drop-down menu. Then, type in the formula to output the value you want to set.
Note that the custom formula does not apply to all action menu selections. For example, it's unavailable in the "Swap Column" action. If you'd like dynamic columns, you can use a choose or if statement.
Conclusion
Custom Formula Actions in Sigma are a powerful addition to your data toolkit. They enable you to bring sophisticated logic to your workflows, whether it's through dependent logic, advanced drill-downs, pagination, or multi-select parameters. Custom Formula Actions can transform how you interact with your data, making your analyses more insightful and actionable.