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

Okta SSO Integration

Adding Okta SSO to a Periscope Data account is done in two steps. First, add the Periscope Data app from the Okta Application Network to your account. Second, configure Periscope Data to direct users to the custom app.

Adding the Periscope Data App in Okta

From the admin area of Okta, add an application and search for PeriscopeData and click Add.

Configuring general settings is optional. Click next.

Assigning users is optional and can be done later. Click next. You should see a message saying Setup is Complete. Click done.

On the admin page for the app, go to the "Sign On" tab and click "View Setup Instructions".

From the setup instructions page, save the following three pieces of information for later use in configuring SSO in Periscope.

Configuring Periscope Data with Okta settings

In Periscope Data, open the gear menu in the bottom left and open the Billing & Secuity menu. Only admins have access to these settings.

In the "Single Sign-On" section, select "Okta". Fill in the SSO URL, Issuer, and x509 cert from the "View Setup Instructions" page in Okta.

Finally, click save and confirm the SSO settings change by typing "Logout".

With that complete, Okta can be used to login to Periscope.