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

Getting Started With Periscope Data!

Welcome to Periscope! Periscope is made up of charts and dashboards.

Let's start by making a new chart. Most charts in Periscope are made with SQL. To get started, click the big "New SQL Chart" button.

Welcome to the Chart Editing Pane! Start by typing a query in the box, e.g.:

select 'Hello, World!';

When you're done typing, click the big "Run" button.

VoilĂ ! Your results will show up below in a table.

Let's make them prettier! Start by clicking the "Chart Type" dropdown below the text area.

Scroll to "Number Overlay" and click.

Your "Hello, World!" message is now bigger and prettier!

Go ahead and click "Save" in the upper left to put this chart back on your dashboard.

Your chart is now happily situated at the top of your new dashboard. Happy Periscoping!