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

Chart Options

Several options can be accessed from the dashboard level by clicking on the burger menu in the upper right-hand corner of the chart.

Edit Pivot

Available only for charts in the table format, "Edit Pivot" allows all users to access a table's pivot functionality. Like with filters, changes made to the pivot through this option will only be viewable by the user.

For more information, check out the documentation on how to set up and create settings for pivot tables.


Users can search for values in Tables and Cohort Grids by clicking on the magnifying glass icon and typing in values into the search bar that appears at the top of the chart.

Download CSV

The underlying dataset of any chart can be downloaded as a CSV file by selecting "Download CSV."

If a user has the appropriate permission level, the "Download CSV" option can be enabled/disabled in the chart format tab of the chart editor under "Advanced". Details on managing permissions for this option can be found under site preferences.

Download Image

Graph-like charts can be downloaded as a PNG file through the "Download Image" option.

Share Link

Graphs and tables can be easily shared with other users by creating a shared link. Clicking on "Share Link" will open up a new tab displaying the single chart without its underlying dashboard. Unlike externally-shared dashboards, only users with Periscope logins can access this view.

Edit as Copy

To edit a chart as a copy, users can select "Edit as Copy" from the burger dropdown. The chart title will automatically display as "Copy of [Original Title]." Unless the chart is explicitly moved to another dashboard through the "Move to" option in the "Save" dropdown, the copy will be saved to the bottom of the original chart's dashboard.

Zooming In On A Chart

To zoom on a chart, click on the graph and choose the beginning of the range to zoom in on, dragging and releasing the cursor at the end of the range.