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 and Deleting Databases

Once a database is connected, adding another database is a breeze. Admins can add new databases to the account to analyze even more data.

Adding a Database

To access the database settings, click on the "Settings" gear icon at the bottom of the sidebar:

In the database page that opens, click Add Database in the top right:

From there, fill out the information for the database and click Submit. To connect a salesforce instance see documentation on the Salesforce datasource.

To connect a database via a SSH tunnel, click the Connect to a Private Network link at the bottom right.

Once Submitted, the database will be connected automatically and queries can be ran off of it right away.

Deleting a Database

Access database settings as described above for adding a database

From there, click on the Disconnect button seen in the bottom right of the database page.

Clicking on the button would lead to a Disconnect Database pop-up. If there are existing charts using the database, it can be replaced with another database in the dropdown.

Otherwise, type the name of the database to be disconnected in the input box to disconnect. Once the Disconnect button is clicked, the database will be irrevocably disconnected.