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

Slack Linking Reports

After Slack Integration has been configured, users can post links for entire dashboards or individual charts that are visible to the "All User" group. These links provide a snapshot for all of the Slack users in the channel, and clicking the links will open up the individual report. The opened report will only be visible to Periscope users.

Linking a Dashboard into Slack

To link a dashboard into Slack, the only requirement is to have the dashboard's URL. Upon copy-pasting the dashboard URL into a Slack channel, a clickable snapshot will appear for users who can view the report in Periscope.

Linking a Chart into Slack

To link an individual chart into Slack, a user must first generate a direct link to the chart. This can be found by using the "Share Link" option that appears in the dropdown tab when hovering over a chart:

The URL of this individual chart can then be posted into Slack. It differentiates itself from a linked dashboard by the lack of a header in the preview.


In order for a report to unfurl in Slack, it must be viewable by the "All Users" group. The Dashboard Permissions documentation page discusses how to set this at a dashboard level.

The integration does not require users to be logged into Periscope in order to post or view a dashboard or chart link. As a result, it is possible to post links to reports that they may not necessarily have access to. Any unfurled previews will automatically expire after 7 days.

Access and the Periscope Bot

Periscope will unfurl charts and dashboards posted in Slack channels that the Periscope Slack app can access. To allow unfurls in additional channels, invite the Periscope Slack bot @periscope to the channel.