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

Dashboard Permissions

Once the user groups and user types have been set up, the dashboard permissions can also be managed and organized.

Dashboard permissions allow the admins to specify which user groups have view and edit permissions on a per dashboard basis. The admins and the dashboard owner will always have both view- and edit-level access to dashboards.

Default Settings

New dashboards and clones of existing dashboards are viewable by all groups and editable by all groups that have "These users may make changes" box checked in the groups' settings.

Dashboard ownership can be transferred from the settings page. New dashboards and clones of existing dashboards will be owned by the users who create them.

Changing Dashboard Permissions

Only the dashboard owner and admins can make changes to dashboard permissions.

To change dashboard permissions, click the dashboard settings dropdown in the upper right corner, next to the New Chart button, and choose the Dashboard Preferences option:

Use the Permissions section of the Settings tab to specify which user groups have View and Edit permissions on the dashboard:

Notes on Dashboard Permissions

A group that does not have the ‚ÄĚThese users may make changes" box checked in the group settings will not be able to edit the dashboard, even if the group has been granted edit permissions on a dashboard.