Author name: Carter Voekel

2026 Week 19 | Sigma: AI Credit Risk Analysis

Introduction This week’s challenge explores something entirely new for Sigma – calling an external AI API directly from a workbook action. Using Sigma’s API Connector and Action Sequences, you’ll build a Credit Risk Intelligence app that sends live loan data to Claude’s AI and displays a real-time risk explanation – all without leaving Sigma. Need Access […]

2026 Week 19 | Sigma: AI Credit Risk Analysis Read More »

Sigma, Workout Wednesday

2026 Week 07 | Sigma: Tale No One

Introduction This week’s challenge: recreate a Tale visualization with a twist. The goal is to show revenue growth over time for 100 companies, grouped into: • Rocket Ships• Fast Growers• Slow Burners The catch? Sigma doesn’t separate “line identity” and “color grouping” the way most tools do. So the real challenge isn’t the chart. It’s

2026 Week 07 | Sigma: Tale No One Read More »

Sigma, Workout Wednesday

2026 Week 07 | Sigma: Building a Custom Plugin with AI

Introduction This week’s Workout Wednesday challenge was Numbers of Different Magnitudes, but the bigger lesson for me was this: You can build custom analytical experiences in Sigma using AI. For this submission, I used AI-assisted coding to create a custom Sigma plugin (React + D3) that goes beyond standard chart behavior. It combines a magnitude view

2026 Week 07 | Sigma: Building a Custom Plugin with AI Read More »

Sigma, Workout Wednesday

2026 Week 03 | Sigma: Running Feedback Loop

Introduction This week’s Workout Wednesday is about turning feedback into part of the workflow, not a side conversation. You’ll build a lightweight, in-workbook feedback loop in Sigma that lets stakeholders flag issues directly on tables and charts, with context intact. Instead of comments that disappear or Slack messages that pile up, feedback becomes structured, reviewable,

2026 Week 03 | Sigma: Running Feedback Loop Read More »

Sigma, Workout Wednesday

2025 Week 50 | Sigma: Find the Leak with Hierarchies

Say hi to hierarchies Introduction This week, we’re turning hierarchies into a decision tool. Using Sigma’s ragged hierarchies, hierarchy controls, and funnel charts, you’ll build a Campaign Leak Finder that pinpoints exactly where your funnel is breaking down. You’ll create a navigable tree from Lead through Campaign, wire it to a live funnel, and layer

2025 Week 50 | Sigma: Find the Leak with Hierarchies Read More »

Sigma, Workout Wednesday

2025 Week 41 | Sigma: Can You Make an Interactive Forecasting Tool?

Can you build an interactive forecasting app? Introduction This week, we’re turning forecasting into action. Using Sigma’s RegressionSlope() and RegressionIntercept() functions, you’ll build a live forecasting app that projects future outcomes—and adjusts in real time. No Excel exports. No FORECAST() formulas. Just your dataset, an input table, and a few calculated fields to model linear,

2025 Week 41 | Sigma: Can You Make an Interactive Forecasting Tool? Read More »

Sigma, Workout Wednesday

2025 Week 41 | Sigma: You Should If, or Else

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

2025 Week 41 | Sigma: You Should If, or Else Read More »

Sigma, Workout Wednesday

2025 Week 38 | Sigma: Can You Make Some S’notes?

Can you create a data request and approval app? Introduction This week, we’re proving Sigma isn’t just for crunching numbers – it’s an all-weather, cross-functional tool. The challenge is to step outside pure analytics and build a lightweight,  system for managing notes and reminders. The goal isn’t to replace your task app. It’s to show

2025 Week 38 | Sigma: Can You Make Some S’notes? Read More »

Sigma, Workout Wednesday

2025 Week 34 | Sigma: Let’s Request Some Data Changes

Can you create a data request and approval app? Introduction This week, we’re moving beyond analysis and into data apps. We’re going to solve one of the most persistent problems in any data-driven organization: data quality. The challenge isn’t just to clean data. It’s to build a complete, self-service system that empowers your business users

2025 Week 34 | Sigma: Let’s Request Some Data Changes Read More »

Sigma, Workout Wednesday