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

Organizing Dashboards

Across dashboards, Periscope offers a few tools to allow easy organization of multiple dashboards


Starring dashboards allow dashboards that are particularly important to float to the top of the Dashboards menu list. As this is an user-specific feature, starred dashboards will only be viewable within a user-specific view:

Dashboard Tags

Dashboard tags are a collaborative way to organize and view dashboard across the site and quickly find and navigate to dashboards for a given topic.

Tagging Dashboards

To tag a dashboard, click the Dashboard Preference option in the dashboard settings menu to see the list of existing tags and to edit the list of tags applicable the dashboard.

Creating Tags

To create a tag, open the Dashboard Preferences and click into the Tags textbox.

Enter the new tag name and click out of the textbox. The newly created tag will be added to the tags for the dashboard, and the tag list available for other dashboards.

Deleting Tags

To delete a tag, open the Dashboard Preferences and click the x beside the tag want to removed.

Navigating with Tags

To see dashboards with a given tag, click the tag in the Dashboard menu to open the list of relevant dashboards.

Tagging Permissions

  • Viewing Tags: Tags are public and viewable to all users.
  • Tagging Dashboards: Users with edit permissions on a dashboard can tag the dashboard.