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

Schema Browser

Database Schema Browser

When creating charts and views, users can view their database schemas within the SQL Editor for reference. First, choose the correct database from the database dropdown. Next, click on the schema to expand the list of tables.

The user can then view the names of each column as well as their data type by hovering over the name. Column types can also be quickly referenced through the icon to the left that signifies whether the column is numeric, text, date/time or boolean data.

Schema Search

Users can search the schema browser through the search bar below the database name. To search table and schema names, toggle the 'Matching' icon to 'Objects'.

To search the schema browser for column names, toggle the 'Matching' icon to 'Fields'.

Self-Managed Warehouse Schema

Customers can request write-access to their own private cluster on Periscope's Self-Managed Warehouse Plan. For more information, please contact your Account Owner.

Customers with this feature will see Warehouse as the default database in the database dropdown and will have the flexibility to write their own schemas. When admins cache tables to Periscope's Warehouse, the schemas will be displayed under both the Warehouse schema browser as well as under their source database schema.

To run queries against the Periscope cache, the write-access user will need to point to Warehouse from the database dropdown.

Tables added to customer-managed schemas through write-access to the database can be directly queried by the table name alone. Tables cached to the Warehouse from other customer databases through the Caching UI will need to be queried through the following syntax:

select * from database_name.schema_name.table_name.