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 Overview

Creating a Chart

To get started with making charts, click the "New Chart" button in the upper right of the dashboard.

This will bring up the Chart Editing Pane.

To explore options for what data to analyze, the Schema layout on the left provides a list of the available tables and columns to query from.

Every database's schema will be different, of course. In this case, the "Users" table looks like a good bet for making the first chart. Clicking on the table provides a dropdown list of columns contained in the table.

In this database, the "Users" table has a "created_at" datetime column that can be used. Clicking on the column names will automatically populate them in the SQL Editor.

By grouping users by date(created_at), a graph can be created of new users over time:

select date(created_at), count(1) from users group by 1

Type the query into the box and click "Run".

The results come back from the database in the form of a table, with one column being dates and the second column being the number of new users on that date.

Now to the fun part: Making a graph!

Click the chart type dropdown to the right of the SQL area.

Choose from any of the available chart types. For a graph like this, a simple Bar Chart is a solid choice.

After choosing a chart type, click "Save" to place the chart on the dashboard.

The chart is now at the top of the brand new dashboard:

Editing Chart Titles

To edit the chart title, open up the chart in edit mode through the pencil icon at the top right of the chart, and click on the chart title to begin typing:

The title can also be edited by scrolling down to the bottom to the chart preview and changing the title there:

Adding a Description

Adding a description can be done with any chart through the Chart Format tab. Scroll down to the Advanced section of the settings:

Once a description has been added, click outside of the text box to lock the description in place prior to saving. The description will show up when hovering over the top left corner of the saved chart:

Copying Chart Data

Editors can copy the underlying dataset by clicking on the "Copy to Clipboard" icon beneath "Run". The data could then be easily exported in a CSV format.

Deleting a Chart

If a chart is no longer needed, it can be easily deleted in the edit view. Within the chart editor, click the Delete button in the top right corner:

After confirming, this chart will be permanently deleted from the dashboard.

Duplicating a Chart

To duplicate a chart, open up the chart in edit view. Click the down arrow next to the Save button at the top right of the screen and choose the "Copy To..." option:

In the pop up, a name for the copy can be specified, as well as the dashboard it will be copied to. The Save button will save and navigate to the copied version of the chart.

Any changes made to the chart will be preserved in the copy of the chart, but will not affect the original chart where the changes were made.

Moving a Chart to Another Dashboard

Migrating one chart to another dashboard can be done through the edit view of the chart. To change the dashboard that this chart resides on, click the down arrow next to the Save button at the top right of the screen and choose the "Move To..." option:

In the pop up, the new dashboard can be specifed. After saving, the chart will be moved to the newly selected dashboard.

Chart Limits

The number of rows returned by a chart's query is limited to 5000 by default. This can be adjusted by either entering a new number into the Limit Rows text box, or by writing a LIMIT or TOP clause into a query.

If a LIMIT or TOP clause is defined in the query, the row limit defined in the UI will not be applied to the query. Limits that are defined in the query will apply to the CSV downloads of a chart, whereas a row limit defined in the UI only applies to the visualization of the query.

After the limit has been updated, the query will need to be re-run for the change to affect the results. If Limit Rows is unchecked, the query will run without a LIMIT or TOP clause applied to the query.