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The Sigma integration for Validio is a credential configuration to fetch catalog and lineage information about your Sigma workbooks and data models, and display it in Validio Data Catalog and Data Lineage. The integration does not perform any updates or edits to Sigma.

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Prerequisites for integrating with Sigma

To connect Validio with your Sigma instance,
  • Create a Sigma Admin account for the Validio user. This account type is required to fetch lineage relations of data models and workbooks.
  • In your Sigma Administration page, generate and store a Client ID and Client Secret (API token). These credentials should be associated with your Admin Validio user account in Sigma. For more information, refer to Generate Client Credentials in Sigma documentation.
  • Assign the required permissions:
    • (Required) Assign the Validio API user (that is the user associated with the API token) Can view or Can explore access to all the workspaces that include the resources such as data models and workbooks you need to monitor. Validio will only discover resources that the API user has direct access to via assigned workspaces. For help with assigning permissions, see Setting up Sigma for Validio.
    • (Recommended) Disable Write access for Connections on this account. You can find this setting in your Sigma Administration page > Connections > Write Access.

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Add a Sigma credential

To add a Sigma credential in Validio,
  1. Navigate to Credentials, and click + New credential.
  2. Under Namespace, select a namespace to define where resources will be created and who can access it.
  3. Under Credential Type, select Sigma.
  4. Fill in the Configuration parameters for the credential. For more information, see Sigma Credential Parameters.
  5. (Optional) Click Test credential to validate that Validio can successfully access the Sigma account. If validation fails, check that you provided the correct parameter values.
  6. Click Create credential.
Validio automatically starts fetching data. BI tool credentials are always enabled for catalog, so there is no catalog option to configure. You can view Sigma assets and their relationships on the Catalog and Lineage pages.

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Sigma credential parameters

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View Sigma assets in Catalog and Lineage

Validio adds the discovered Sigma assets to Data Catalog and Data Lineage. To find your Sigma assets, navigate to Catalog > Assets and apply the Type filter for the Sigma asset types:
  • Sigma Workbook
  • Sigma Data Model
Click an asset row to open the information sidebar, or click the asset name to open the asset details page. To open the lineage graph anchored on that asset, click View asset lineage in the sidebar.
BI Tool Assets and SourcesValidio BI tool integrations are only credentials, and you cannot use them to create sources or convert their assets to sources.
For more information, see Catalog Assets and Using Lineage.

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Browser extension support

If you have the Validio Browser Extension installed, you can easily access data quality and lineage information directly from your Sigma workflow. The extension will automatically detect when you are in a Sigma dashboard or asset view and provide a link to the corresponding entry in Validio’s Data Catalog page.