General


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titleHow does Sigma work?

Reports are configured in Sigma Studio by operation or IT users. Report consumers log-on to Sigma Application (portal) and generate or schedule the reports that they have access to based on their entitlement.


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titleWhat skills are required to use Sigma product?

Sigma Studio enables easy configuration of reports using single-click and drag-and-drop interface. Users of Sigma Studio are expected to have knowledge or access to the functional schema or web services so that they can configure the data entities required for the reports.

Report consumers can easily access the reports they are entitled to view in the Sigma Application (portal) and can either generate ad-hoc reports or schedule reports.


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titleI want to use Sigma. Whom to contact?

You need to clear online Sigma assessment with minimum 75% score. Reach out to ravikumar.babu@intellectdesign.com for training and assessment.

The assessment will have 30 questions (multiple-choice and fill-in-the-blank). The duration for assessment is 30 minutes. A maximum of three attempts are provided to clear the assessment.


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titleWhat is Sigma Studio and Sigma Application?

Sigma Studio is for configuring the reports and their functional data entities. Sigma Application is a portal for report consumers to generate and schedule reports that were configured in Sigma Studio. Typically, Sigma Studio is used by the operational or IT staff who have access and aware of the functional data entities and need to create reports for end-users. Sigma Application is used for end users (report consumers) who need to generate ad-hoc reports or schedule reports. Sigma Application can be used by operational staff who need to generate reports on behalf of customers. 


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titleWhich formats of reports can be generated using Sigma?

Sigma enables generation of reports in following formats - CSV, DOCX, HTML, PDF, TXT, XLS, and XML.

Sigma Studio


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titleAre all the formats automatically enabled for all reports?

No. The report designers (Sigma Studio users) can configure or enable specific formats for each reports. Report consumers or generators (Sigma Application users) can generate the reports in the enabled formats only.


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titleHow does user entitlement for reports work in Sigma?

The users and roles must be defined in the authentication and authorization system. The roles must be re-defined and mapped to the entitlements in Sigma Studio. The entitlement must be configured for the reports. Sigma provides role-based access to reports in Sigma Application based on the entitlements configured for the reports. When users log-on to Sigma Application (portal), they get to see the reports that they are entitled to view.


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titleWhat are the integration options Sigma provides for functional data required for reports?

Sigma Studio provides following integration options for fetching functional data - Database, JNDI, REST Web Services, Excel Import, and Google Sheets.


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titleDoes Sigma store functional or business data in its schema?

No. Sigma fetches the functional data from the configured data entities at the time of report generation.


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titleWhat level of control Sigma provides for the report columns?

Using Sigma Studio you can configure the following for report columns:

  • Column positions
  • Column alignment (by default number/amount columns of float data type are automatically right-aligned)
  • Column width
  • Column data aggregation (average, count, maximum, minimum, and sum)
  • Display names for columns
  • Column visibility
  • Column datatype
  • Date and time, currency formats


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titleCan the configuration to change the font size be turned off?

Not enabled as of now. It is always turned ON.


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titleDoes reports have RTL support?

Yes.


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titleCan Charts be included in the report?

Yes. The App Designer feature in the Sigma Studio can be used to create the chart as a individual app (widget). The Template Designer in Report configuration can be used to map the chart to the report. The generated report displays the chart and the report data. Refer Improve Business Reports with Charts.


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titleIs it possible to password protect the report files in Sigma?

Yes. Password protection can be enabled for PDF, DOCX, and XLS formats. Refer Configuring Password Protection for Reports for more information.


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titleHow to view a report generated a week back?

In Sigma portal, on the Generated Reports tab, you can use the 24 Hours, 3 Days, and 7 days filters to view older reports.


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titleCan the template used to render the report be modified?

In Sigma Studio, the HTML editor in Template Designer can be used to design the reports. Refer Template Designer Configuration.


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titleIn the data builder what is the difference between record and object?

Record is a combined selection of rows in the table.

Object is an individual selection of an item in the table.


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titleWhat is a derived column?

A custom column that can be used for computation purpose to deduce a value and use in report. Refer Adding Formulas in Data Aggregator for more information.


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titleCan data entitlements be controlled, e.g. Generate the reports for a specific set of clients?

Yes, based on system filter and default filter.


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titleWhat is the maximum number of columns that can be configured in the report?

You can add columns without limits. However, the column length (width) must be specified appropriately to avoid error scenarios.

For example, if your specify 10 characters for an address column, the values for that column should not exceed that limit. Also, depending upon the number of columns, the report page size and orientation needs to be configured accordingly.


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titleWhen the report / data source configuration changes is it enough to run the generated report again or should a child report be created?

When the data is updated, it gets reflected when you run the report. However, the structure of the database should not be changed.


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titleIn cases where data is aggregated and there are no child records, instead of printing an empty page with no data message, is there a configuration to avoid adding it in the report?

Yes. Open the report in Sigma Studio, in the Report Parameters tab use the Generate output for no data drop-down to control report generation.


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titleEnd of report message should be a configurable option in cases where data aggregation is used.

Currently the End of Report option is enabled for all. However, you can modify the End of Report message in the Add Labels screen with report configuration.


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titleCan we have drop-down values or list box (multiple selection) as report parameters while generating reports in Sigma?

Yes. Refer Enabling Drop-downs for Report Filters for more information.


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titleCan we include a report in another report?

Yes. Refer Sub-Reports for more information.

Sigma Application (Portal)


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titleWhat actions report-consumers can perform on Sigma Application (portal)?

Report consumers can perform the following on Sigma Application (portal):

  • Generate and download reports
    • Choose report formats from among those configured
    • Change column positions
    • Add or remove configured columns
    • Change column-level configurations
    • Change report orientation and page size
    • Use sort and group by columns if configured
    • Choose contacts and notification channels
  • Save base reports with customizations
  • Regenerate executed reports
  • Schedule reports
    • Configure multiple schedules for a report
    • Configure retry frequency in case of failures
    • Pause, resume and delete report schedules
  • Create group reports


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titleHow to combine multiple reports into single file?

You can combine multiple report outputs into single file using the Group Reports feature. Refer Grouping Reports in Sigma for more information.


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titleWhat are the report scheduling options in Sigma?

Report consumers can schedule reports in the Sigma Application (portal) in the following frequencies:

  • Minute
  • Hourly
  • Daily
  • Weekly once
  • Monthly

Refer Scheduling Reports for more information.


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titleWhat are the notification options available for reports in Sigma?

Sigma Application (portal) users can choose either SMS or email notification and select contacts or contact groups that must receive the notification when the report is generated. The contacts and contact groups must be defined in Sigma Studio.


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titleHow does Sigma handle report generation failures?

When report generation fails in Sigma Application (portal), users can view the failure reason upon which they can take further action. Sigma also offers options when scheduling reports to specify the  number of times for retrying report generation in case of failures.