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

Data-Level Permissions (Spaces)

Data-Level permissions or Spaces allow users to create multiple environments within a Periscope site. This feature can be managed by connecting different databases or database users to each space. Admins can then control permissions at both, a database and user level.

Note: Spaces are an add-on feature. Please contact your Sales Executive or the Periscope Data Support team for additional information.

Creating a Space

Once Spaces have been turned on for a site, a space can be added by choosing the global icon in the sidebar and clicking the green plus-sign in the upper-right hand corner of the pop-up.

Once a new space has been created, the space Tab now allows for easy navigation between each environment.

Spaces Permissions

To access the Directory, choose the "Settings" gear-icon at the bottom of the sidebar, and click on 'Directory' under Account Settings. The Directory allows site admins to view and add spaces, users, and groups at a high-level:

Removing a Space

To delete a Space, click on the gear icon for that Space in the Directory and choose 'Remove.'

As an extra layer of security, the admin will be required to type in the name of the Space.

Database Permissions

Upon creation, new Spaces do not carry over anything from the initial configuration, including database connections. Admins can add the same database connected on the "Main" space, and can do so with either the same or a different user. This allows for multiple database users with different permissions to be connected to different spaces at the same time.

Entirely new databases can be connected to the space by following our documentation page on setting up connections.