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

Graph-like Charts Overview & General Settings

Graph-like Chart is the family of charts that require using at least two columns to plot in relation to each other. Within Periscope, the following types of charts can by plotted onto X-Y axes:

  • Line
  • Sparkline
  • Number Overlay
  • Area
  • Scatter
  • Bar
  • Bubble (requires Z Axis)

Deciding What to Plot -- Series Settings Tab

The Series Settings tab is the go-to place for choosing which columns will be plotted on the X and Y axis:

Plotting on Y2

When plotting two Y values of different scales on the same X Axis, a second Y Axis (Y2) can be used to display the data clearly on two seperate scales but still in the same chart. Using the Series Settings tab, select the Y2 Axis box for the column that should be plotted on the Y2 Axis.

The chart will then take on a second Y Axis, Y1 on the left and Y2 on the right.

Plotting on Z

Only bubble charts support the tertiary Z axis. To find out more about bubble charts, see Chart Types.


Y Axis values can be segmented out by a third column in a query. This results in more series being created, each of which's color and style can be controlled in the Series Settings tab.

X Axis Settings

Show All X Axis Labels

Charts will automatically reduce the number of labels displayed if the axis is not continuous. This option displays all axis values if checked.

Rotate X Axis Labels

For X Axis labels that are to too long to display horizontally without overlapping, turn on this option to rotate the labels.

Make Axis Continuous

The X Axis can be interpretted as discrete or continuous and controlled through this option. By default Periscope will chart all X Axes as continuous.

Y Axis Settings

Formatting Y and Y2 Axes

The format of a Y Axis is controlled in the Axes Settings section of the Chart Format Tab.

The format of the Y2 Axis can be set at the bottom of the settings tab under the Y2 Axis Settings section when a Y2 Axis has been set.

Chart Customizations -- Chart Format Tab

X-Y Charts share many settings from the Chart Format tab within the edit view of the chart.

Calculate Cumulative

Turning on this setting will calculate the cumulative total of the Y axis up to the current X Axis point for a series and plot that. When using a Number Overlay chart, the number overlay will display the total of the cumulative value for the first series plotted.

Show Total in Tooltip

Turning on the Total in Tooltip will show a sum of the Y axis values across all series for a single point on the X axis upon hover.

Show Data Labels

For data points to be explicitly stated on the chart, turn on the Data Labels to have the Y-Axis value of each data point shown.

Title-Case Series Names

The checkbox “Title-Case Series” capitalizes the first letter of each word in the series and remove underscores.

Fill in Null Values

If a result set does not consistenly fill a continuous X axis, use the the Fill in Null Values option to chart the gaps. Fill With Zeroes will plot all points on the X Axis that don't have data with a 0. Fill From Left will take result in any X Axis value that does not have data using the value to the closest point left of it.

Animate on Dashboard

This option allows charts to be animated. Once checked, graph-like charts will draw each data point individually.

Enable Aggregation into "Other" Series

If a chart has a lot of series with most being very small and hard to visualize, turn on “Aggregation into “Other” Series” to combine those smaller series into a single series called “Other”.

Legend Settings

Hide Legend

Check this box to hide the legend from appearing on the charts.

Preserve Sort Order

To maintain the order imposed by the ORDER BY clause in the query on the charts, turn on Preserve Sort Order.

Additional Series Settings Tab Customizations


Showing additional data from a result set without cluttering a chart can be achieved through adding tooltips. In the sereies tab, select which column's data should appear in the tooltip when that row is hovered over.

Download Image

Graphs can be downloaded as a PNG file at the dashboard-level. Select "Download Image" from the burger dropdown in the upper right-hand corner of the chart.

Check out Periscope's documentation for more chart options