Can you create an if-else action workflow?
Introduction
This week, we’re exploring how Sigma’s new if-else Action transforms dashboards into decision apps. Instead of static filters and views, you’ll build a responsive experience that changes based on what users select.
The goal isn’t just to add logic – it’s to streamline ad-hoc work. With a single control element, your dashboard can hide, reveal, or write back data in real time. Tie it to a linked input table or chart, and you’ve got a lightweight decision tool that guides users through what-if scenarios, approvals, or follow-ups — no coding required.
This challenge will stretch your workflow design skills. You’ll create a simple Call Result switchboard where choosing “Closed Won,” “Closed Lost,” or “Suspect” instantly reshapes the dashboard. It’s fast, interactive, and shows how Sigma Actions can reduce clicks, clarify focus, and make your workbooks feel alive.
Sigma isn’t just for analysis – it’s for action.
Need Access to Sigma?
Note: You will only have view access to WOW Workbooks, Folders, and Workspaces, not edit access. Please create your WOW Workbooks under “My Documents.” We suggest creating a folder to organize all your workbooks.
Requirements
Create your Control Elements & Add Data
– Add a segmented control named CE-Stage
with options like Closed Won, Closed Lost, and Suspect
– Add a list control element called CE-Master with manual entries for the same values as Stage
– Add the dataset from the Sigma Samples
– Add a 2nd tab for your hidden controlsAdd an Action Sequence
In the Control’s Actions tab, create a new If-Else Action triggered On Change.Configure the Logic
Example:
If
[CE-MASTER] = "Closed Won" THEN set the MASTER to a Static Value of "Closed Won"
Then create an Else-if branch for “Closed Lost”
Else, default to your “Suspect” view
Have the MASTER CE filter the base data table being used to drive the analyses
- Create your analyses/charts from the dataset
Create a linked input table from a chart or table that you create
Tie your logic to a linked Input Table or chart so selections instantly re-shape the visuals — perfect for quick ad-hoc decisions.Test the Flow
Flip between stages to confirm that your dashboard responds dynamically.
Don’t forget to publish and share your build!
Let’s see how you use it!
Dataset
Sigma Sample Database:
Share
After you finish your workout, share on LinkedIn, Sigma’s Community page, (or Twitter) using the hashtags #WOW2024 and #SigmaComputing, and tag Jess Batten, Ashley Bennett, Eric Heidbreder, Katrina Menne, Carter Voekel, and Michal Shaffer!
Create an interactive, sharable version of your solution here.
Also, make sure to fill out the Submission Tracker so that we can count you as a participant this week to track our participation throughout the year.
Solution
Coming soon, friend.