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 Chart Types and Specials Settings

In addition to generalized chart settings, individual graph-like charts have special settings based on their type.

Line Charts

Line charts will connect the generated points with lines. Multiple line segments can be plotted by adding a third column that groups the points into separate subsets.

Note: If there are multiple points in a series with the same x-axis value, the sum of all of the y-values on that point will be plotted.

Show Rolling Average

Line charts have an option in the "Chart Format" tab called "Show Rolling Average". For each line segment on the chart, this adds a new line segment that computes the average value for a point based on its values over the specified window. The default window is the three previous and three following points. It will look something like this:

The resulting chart has added a segment that computes the average value at each point based on its trailing and following five values.

Sparkline Charts

Sparkline charts plot the line without including the axes. They also display the value of the most recent data point. They can be a great tool for creative display purposes.

Show Cumulative

The "Show Cumulative" option in the "Chart Format" tab displays the cumulative value of all the points on the first line rather than the most recent point.

Number Overlay

Number Overlay charts display a value over its underlying chart type. These are a great choice for clearly displaying information and values on a dashboard. By default, the value of the most recent point gets shown.

Show Cumulative

The "Show Cumulative" option in the "Chart Format" tab displays the cumulative value of all the points on the first line rather than the most recent point.

Rounding Values

The Number Overlay chart automatically rounds the value that gets displayed. This can be overridden to display the value as it appears in the table form by enabling the "Do Not Round Numbers" checkbox in the "Chart Format" tab.

Displaying Text

Number Overlay charts can also be used to display text. The query would just be to select the desired text wrapped in single quotes. The selected text from the query acts as the larger font, while the chart title acts as the smaller font for the label. An example can be seen below:

Area Chart

The Area chart fills in the distance between the x-axis and a line, and the distance between one line and another, with color.

Proportional Area

The Area chart plots the x-axis and y-axis of the values in the underlying table. The "Chart Format" tab has a "Proportional Area" checkbox that scales the values of each x-axis point to be out of 100% when checked.

Scatter Chart

Scatter charts are similar to line charts in that they only require two columns: an x-axis and a y-axis. The only difference is that scatter charts will plot each point individually without connecting them.

Show Trendline

Scatter charts provide the option to show the linear regression trendline of the data.

For scatter charts with segmented data, a trendline is displayed for each segment.

Bar Charts

Bar charts also only require an x-axis and a y-axis. A third column can be added to generate separate segments or groupings of a bar on the same x-axis. As is the case with line charts, Periscope will add y-values with the same x-value if the points do not have separate segments. The special options available for bar charts can be found in the "Chart Format" tab, and are shown below:

Proportional Bars

Enabling the "Proportional Bars" checkbox scales each group of bars to be out of 100%. If the segments are stacked, then this setting will touch the 100% marker.

Grouped Bars

Periscope's default setting is to stack segments of bars that occur on the same x-axis point. Enabling the "Grouped Bars" option will unstack the segments, and place them side-by-side.

Horizontal Bars

The "Horizontal Bars" setting turns the bar chart at a 90 degree angle, so the bars go from left-to-right instead of bottom-to-top.

Bubble Chart

The bubble chart requires three columns, one to plot on each of the axes X, Y, and Z. As with the x-y chart types, the columns acting as the y-axis and z-axis must be numeric. The z-axis acts as the weight, and controls the size of the bubble being plotted on the chart.

Columns can be applied to each axis via the "Series Settings" tab of the editor. Segmentation and Tooltips can also be applied, so a Bubble Chart may look like the one below.