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

Sharing and Embedding

Sharing Dashboards Externally

Email Reports

Easy Embedding

Embed API

Embed API Options

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


Tables are one of the most straightforward methods of displaying data and representing the underlying values returned by a query. They act as our default visualization type, and we offer a few different options to customize how they appear.

Table Settings

All of the options in this page can be found in the "Table Settings" section of the "Chart Format" tab.

Keep Column Underscores

By default, Periscope Data automatically replaces each underscore with a blank space. "Keep Table Column Underscores" displays the column name with the same underscores that were generated from the query.

Transpose Table

When checked, "Transpose Table" turns rows in columns and columns into rows.

Hiding Line Numbers

By default, Periscope Data automatically inserts line numbers for each line. "Hiding Line Numbers" removes these auto-incrementing line numbers.

Removing Borders

By default, Periscope Data inserts borders between all rows and columns. "Remove Borders" removes all borders for the table.

Align Table

There are two options for aligning the table within the grid space it resides. The Center option will place the table in the center of the grid space, and the Fill option will expand the table to the entire space allocated.

Series Settings

The "Series Settings" tab of the Editron offers multiple options for controlling the values in the table cells as well as the width of the columns and the text alignment. The tab should look like the following:

Format Dropdown

The Format Dropdown Tab has 3 options: Number, Percent, and Currency. These can be selected to alter the numeric values in the table accordingly.

Currency Field

If the "Format" field is set to Currency, the currently supported types of currency become available in its dropdown. Please feel free to contact [email protected] if there are currencies you would like to see supported.

Decimals Field

The Decimal field controls how many decimal places are displayed for a numeric value in the table. It is a useful tool for rounding values, and works with all types of Formats.


The width of the table columns can be manually adjusted by entering in integer pixel values. The default is set to "Auto", which determines the width based on the longest value in the first twenty-five results.


Alignment controls where the text falls in the cell. There are three options available: Left, Center, and Right.

Total Column

The "Show Total Columns" option will only be available to numeric columns, and adds a row to the bottom of the table. This row will show the sum of all cell values for the columns that have this option enabled.

Color Settings & Conditional Formatting

Color Settings

Periscope Data supports coloring both the text and background of the following:

  • Header
  • Odd Rows
  • Even Rows

A default set of colors are applied to the different segments in a chart. Users with the color theme add-on will have the ability to create and save separate themes that can be set as the default or quickly applied to the chart.

Conditional Formatting

Conditional Formatting can be used to highlight a particular cell or cells within one column that matches the specifications. To use conditional formatting, first select a column, then choose one of the conditions, and finally pick an appropriate threshold value. Only static threshold values are supported.

Data Bars

Data bars visually represent the value of a cell relative to a column's minimum and maximum value. To configure a column to use data bars, select "Add Rule" under the data bars section in the chart format tab.

Select a column from the dropdown and the format to be applied to a positive and negative value. Note: Only numeric values will be represented by a databar.

Data bars are drawn within a cell with the position of the zero being based on whether the column consists values that are positive, negative, or a mixture of both. Columns with a positive value will have a left aligned zero while columns with negative values will have a right aligned zero. If the column contains a mixture of positive and negative numbers, the data bar's scale will be the range of minimum to maximum values. The data bar will expand to the left of zero's position on the scale if negative or right of zero's position on the scale if positive.

Any conditional formats configured in Conditional Formatting will take precedence over the formatting created by databars.


Tables will automatically convert a valid URL string starting with https:// or https:// into a clickable link. A URL can also be labeled to display a clickable name by utilizing the following syntax:

select '[Hyperlink Name]('

This query will result in the table shown below:

This syntax can also utilize data from individual columns to make the hyperlinked name dynamic. The following query uses "First_Name", "Last_Name", and "Twitter_Account_URL" columns to build out the link:


select '[' || First_Name || ' ' || Last_Name || '](' || Twitter_Account_URL || ')' as Customer


select CONCAT('[', First_Name, ' ', Last_Name , '](', Twitter_Account_URL, ')') as Customer

The result is shown below, and clicking each link will open up that user's twitter page: