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

Scheduling Dashboard Refreshes

During the transition to scheduled refreshes, admins must keep in mind the site default refresh rate, the refresh schedule per dashboard and the overall refresh capacity.

Site Default Refresh Rate

The default refresh rate is the rate at which most dashboards on the site should run. For Periscope's Automatic Refresh Rate, this default is normally every 24 hours. The rate should ideally be set in such a way that dashboard refreshes are able to run without being queued and waiting for other dashboards to first complete their refreshes. In general, there will probably be more dashboards and charts than can refresh every 10 minutes. If all dashboards and charts are set to refresh every 10 minutes, they will always be behind.

Be smart about what to set the default refresh schedule. Some things to keep in mind to help guide your decisions:
  1. How often does the data on the database change?
  2. How fresh do the majority of the dashboards have to be?
  3. How will the freshness expectations on most reports change as more reports are created?
  4. Are there any critical reports? If yes, how much refresh time does it require to keep them up-to-date?
  5. How much load can the database handle?

If the answers to these questions change, the default refresh schedule can always also be changed, which will update the refresh rate for all dashboards set to the default schedule.

Scheduling Specific Dashboards

Once the site default has been set, admins can then focus on the dashboards they'd like to set specific schedules for. Generally these are dashboards that need to be kept at a certain level of freshness.

Things to consider:
  1. What is the data freshness SLA of these dashboards?
  2. How often does the data on the database change?
  3. If the database is configured for the Periscope Cache, how often does the cached data update?
  4. How long does it take to refresh the dashboard?

Refresh Capacity

Dashboard refresh rates should be scheduled so that there are not more refreshes than can be run in the scheduled time. Over-scheduling refreshes can cause a constant backup of the refreshes that are scheduled.

Here are a few options to tackle over scheduling:
  1. Improve the query runtimes of the charts by making them more efficient
  2. Upgrade the database so that it can run queries faster
  3. Remove filters from the dashboard if they are not required, or reduce the number of shared dashboards
  4. Audit the dashboards that have scheduled refreshes and remove any unused dashboards or decrease the frequency of certain dashboards