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 Refresh Management

Dashboard Refresh Management allows admins to schedule when dashboards should be automatically refreshed. Refreshes can be set either on an interval or on a daily, weekly and monthly schedule.

Note: Dashboard Refresh Management is an add-on feature. Please contact your Sales Executive or the Periscope Data Support team for additional information.


Admins can start by navigating to the Preferences menu via the settings icon in the bottom left corner of the screen.

Setting Site Default

In the Preferences menu, admins can set the default Dashboard Refresh settings for all dashboards. Admins can choose between setting no automatic refreshes, setting refreshes at an interval (e.g. every six hours), or setting refreshes at a specific hour daily (e.g. every day at 9am), day of the week, or day of the month.

Configuring Custom Dashboard Refresh Schedules

Admins can then navigate to the Dashboard Refresh Management screen via the settings icon.

This screen will display all dashboards in the site and their refresh settings. Dashboards will automatically refresh based on the default settings configured in the Preferences menu. To customize the schedule, admins can click on the dashboard they'd like to update and select a specific refresh setting for this dashboard.

Dashboard Information

When a dashboard is refreshed, all versions of its filter configurations will also be refreshed. If a user has a unique filter set applied for a dashboard that varies from the default filter configuration, this would be counted as a version to refresh. Any shared dashboards will also be refreshed and will be displayed in this section.

The 'Last Runtime' displayed in the Dashboard Refresh Management screen will be the sum of the runtimes of all unique filter combinations.

If the sum of all scheduled 'Last Runtime' runtimes exceeds 20 hours, a warning label will be displayed. Admins are encouraged to optimize this feature by setting more frequent intervals for more important dashboards and either turning off automatic refreshes or setting less frequent intervals for less viewed dashboards.

Admins can revert to the default dashboard refresh settings by clicking on "Reset to Default."

Capacity Chart

Admins can view the total amount of refreshes scheduled on a daily, weekly, and monthly basis. The threshold is indicated by the red line in the capacity chart. For example, in the daily view, the threshold is 60 minutes of refreshing for each hour. If the sum of refresh runtime in an hour exceeds this threshold, that signifies that the refreshes will fall behind schedule.


Users can also view the dashboard refresh activity by clicking on the 'Queue' tab in the header. Here, dashboards that are queued for a scheduled refresh will appear. When there are several dashboards queued simultaneously, admins have the option to promote one over the others to prioritize their refresh.

When dashboards are delayed from the preset refresh schedule, a red text will outline the time delay.

Transitioning to Dashboard Refresh Management

For best practices transitioning to Dashboard Refresh Management, please refer to this helpful guide here.