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

Sharing Dashboards Externally

For external sharing, a public link to a dashboard can be quickly created with a fixed set of filters, with filters visible to the end user, or some combination of both. These shared dashboards are viewable by non-Periscope users, and act as read-only dashboards.

Creating a Shared Link

To get started, select the "Dashboard Preferences" option in the dashboard menu.

In the "Shared Dashboards" section, Click "Add New" to configure the share.

Add a title to the share:

Next, select which filters should be visible on the share. Visible filters will be changeable by the end-user so that they can explore the preset data.

If filters should not be accessible, do not check any filters as visible.

Next, select the values for each filter. For filters that are not visible, selected values will be fixed for the shared dashboard. For filters that are visible, selected values will be the default value for the filter for anyone who accesses the share.

In the below screenshot, the device filter is fixed to "android." However, the date range filter is visible and changeable by users on the share, and the default value is 30 days.

Click "Share." This will open a new tab of the dashboard while preserving the filters applied. Now, this link can be shared with both Periscope and non-Periscope users.

Final note, shared dashboards update and refresh when their original dashboards update and refresh. Queries will also run when users change filters on a shared dashboard.

Deleting a Shared Link

To delete a shared link, head back to the "More" > "Share" menu. Select the share to delete on the left-hand side.

Click "Delete" and confirm to remove the link.