Periscope Data Documentation

Connecting to Periscope

First Time Connecting

Connection Definitions

Common Connection Errors

Private Network SSH Tunnels



Getting Started

Keyboard Shortcuts

Charts & Dashboards

Chart Overview

Chart Options

Dashboard Overview

Refresh Mechanics

Organizing Charts

Organizing Dashboards

Table-like Charts

Table Overview

Cohort Grids

Pivot Tables

Graph-like Charts

Overview & General Settings

Chart Types and Settings

Mixing Chart Types

Map Charts

Map Chart Overview


Clusters and Bubbles

Satellite Maps


Other Charts & Customizations

Pie Charts

Image Charts

Chart Annotations

Site Administration

Adding Users

Removing Users

User Types

User Groups

Two-Factor Authentication

Managing User Permissions

Dashboard Permissions

Site Preferences

Query Management

Color Themes

Dashboard Refresh Management

Usage Data

Periscope Cache

Caching Strategies

Querying the Periscope Cache

Cross-Database Joins

CSV Upload

Materializing Views

SQL Formatters

Using SQL Formatters

Composing SQL Formatters

Dollars and Percentages

Time Zone Formatters

Date Aggregation

Date Parts

Basic Filters

Custom Filters

Date Range Filters

Aggregation Filter

Adding, Moving, and Hiding Filters

Advanced Filters

Default Filters


Parent-Child Filters

Matching Filter Values

Time Zone Conversions

Direct Replacement

User Friendly Names


SQL Views

Joining to Views

More SQL Tools

SQL Snippets

Parameterized SQL Snippets

SQL Alerts

Automatic Joins

Version History

Sharing and Embedding

Sharing Dashboards Externally

Email Reports

Easy Embedding

Embed API

Embed API Options

CSV Download

Public CSV URL

Slack API

Slack Linking Reports

Data Management

Adding and Deleting Datasource

Spaces: Data-Level Permissions

Improving Query Throughput

Revoking Table Permissions

Salesforce Datasource

Schema Browser

SSO Integrations




Google Apps

Adding, Moving, and Removing an Existing Filter

To add an existing filter to a dashboard, click on the Filters ribbon right below the dashboard name:

Under the menu that shows up, click the gear icon at the top right to bring up a list of all existing filters.

If a filter belongs to the "Hidden" list, checking its box will move it onto the dashboard. The filter will show up within the Filter ribbon and will be found in the "Visible" list.

Moving and Ordering Filters

To move and order the filters on a dashboard, go to the same gear icon. From here, drag-and-drop the filters in the "Visible" list into the order prefered.

Removing an Existing Filter

To remove a filter from the dashboard without deleting it, click the gear icon and deselect the checkbox associated with that filter in the "Visible" list. The filter will be removed from the dashboard and moved to the "Hidden" list.

Filters can also be hidden from that specific filter's setting menu. Hover over the filter in question and click on the individual filter's pencil icon.

Click Hide, and the filter will be removed from the dashboard but will not be deleted.

Deleting Filters

To delete a filter completely from the site, click the Filter's pencil icon at the right-hand corner to open the Filter editor, and choose 'More Options'. Check the box labeled 'Enable Deletion' and hit 'Delete' to permanently remove this filter from all dashboards.

Filters that are visible to shared or embedded dashboards cannot be hidden or deleted from the dashboard unless they are first removed from the shared dashboards.

Note: Users must have edit permissions on the dashboard in order to add and remove filters.