2026 Week 9 | Sigma: Do you ship it?

The goal of this challenge is to create a workbook that allows warehouse employees to update the shipping status of orders.

Hidden Data Sheet

On this sheet, all we need is a table containing our base data:  RETAIL/PLUGS_ELECTRONICS/PLUGS_ELECTRONICS_HANDS_ON_LAB_DATA

In this base data table, we will need to do some transformations:

• • Add a concatenated [Key] column at the same grain as the linked input table (Order Number, Store Key, and Customer Key)
  • Add a Ragged Hierarchy Product column that will be used as a filter

Add 2 dimensional input tables:

• Order Status Dim:  This should contain 3 columns, with information that fit your vision:
  • Status
  • Sort Key (numeric)
  • Sorted Status that concatenates the Sort Key first, then the Status
• Shipper Info:  This should just be a list of possible shippers to be used as Data Validation.

Finally, create a hidden list control where our workflow can track selected Keys.

Visible Page:

Your visible page should contain:

• A Linked Input Table Containing all orders.
  • The primary key should be your new [Key] column
  • Include information about the order, like Store, Customer, Order Number and Date
  • Include a calculated column [Select] that displays a checked box if the row’s [Key] is contained in the hidden control.  Be sure to handle an empty control.
  • Add 3 input columns with appropriate data validation:
    • Order Status
    • Shipper
    • Est. Delivery Date
  • Add actions on click of the [Select] column that Adds or Removes the record’s [Key] to the hidden control, depending on if the [Key] is already contained in the control’s array
• A Form that updates the Linked Input Table
  • Order Status should be Required
  • Buttons should:
    • Submit:  Updating rows, clearing the form, and de-selecting orders from our table) or
    • Clear Form:  Clearing just the form
• A Popover with appropriate filters, including:
  • Order Status, sorted by its sort key
  • Store Name, sorted by the Store Key
  • Product Hierarchy
  • Customer

Finishing Touches

• Give your visible page a descriptive title
• Arrange your elements into a cohesive dashboard
• Update your workbook’s settings to give it a more personalized flair

Food for thought

• Why might we choose to use actions instead of a Checkbox input column?
  • I prefer to use actions, so the end user never has to click “Edit Data”.  With actions, we could even go one step further and only expose a child table of our Linked Input table.  This allows us to hide the Linked Input Table from the end user, and allows us greater control over who can update the data.

Tips

• Be sure to handle null or empty control values in [Select]’s calculation.  The conditions on the actions used to add or remove the [Key] to the control are easier if the values are always True or False, not null.
• Add some conditional formatting and sorting so that Selected rows are easier for the user to find