Periscope Data Documentation

Connecting to Periscope

First Time Connecting

Connection Definitions

Common Connection Errors

Private Network SSH Tunnels

Integrations

Overview

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

Heatmaps

Clusters and Bubbles

Satellite Maps

GeoJSON

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

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

Drilldowns

Parent-Child Filters

Matching Filter Values

Time Zone Conversions

Direct Replacement

User Friendly Names

Views

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

SSO Integrations

Overview

Okta

OneLogin

Google Apps

Dashboard Overview

To view this documentation for the Periscope Classic UI, click here.

The dashboard is Periscope's central reporting tool and serves as the main platform used for displaying charts.

Creating a Dashboard

To create a new dashboard, head over to the Dashboards menu at the top of the sidebar. Click the Add New button at the top right of the menu:

Editing Dashboard Name

Changing the dashboard name can be done directly where the name is displayed:

Dashboards can also be re-named from the Permissions Tab of the Settings menu. First, select Dashboards in the drop down for the list of dashboards.

Then, select the gear next to the dashboard to be edited, and click Edit from the menu.

Here the name can be changed.

Dashboard Refresh Statistics

The informational 'i' icon displays the dashboard owner, the total runtime of all of the charts on the dashboard, and the last time the dashboard has been refreshed:

The refresh icon next to this 'i' icon can be used to refresh all of the charts on the dashboard.

Changing a Dashboard Owner

Changing the dashboard owner can be done from the Permissions Tab of the Settings menu. First, select Dashboards in the drop down for the list of dashboards. Select the gear next to the dashboard you'd like to edit, and click Edit from the menu.

Here a user can be searched for and selected as the new dashboard owner.

Dashboard Grids

The dashboard is made of small grid squares that span a lattice on the page. Charts are autofitted to grid squares to provide the best view for sizing and organization. Grid squares appear when re-sizing a chart to help guide the user.

Adjusting and Rearranging Charts on the Dashboard

Charts can be resized directly on the dashboard by dragging and dropping the bottom right corner of the charts. Charts will lock to underlying grid squares.

To rearrange the ordering of charts, simply hover over the title area of the chart for the drag icon to appear, and charts can be moved and pushed around the dashboard. Another option to rearrange charts for the whole dashboard can be found in the Dashboard Preferences section of the dashboard settings menu.

Dashboard Settings menu

The dashboard settings menu at the right hand side of the can be used to set further settings for the dashboard.

Dashboard Preferences

Settings

The Settings tab in the Dashboard Preferences provides a list of general deshboard settings.

  • Dashboard Description - Add a description to the dashboard to be referenced in the future.
  • Permissions - Change the permission for viewing and editing this dashboard.
  • Tags - Categorize this dashboard by giving it a tag. For more information, see the documentation within Organizing Dashboards.

Shared Dashboards

Dashboards can be shared externally with different filter settings. For more information, see the documentation.

Emailed Reports

Edit users on the dashboard can schedule dashboards to be emailed regularly with the default filter settings. For more information, see the documentation.

Rearrange Charts

Rearranging charts can be easily done through the bird's eye view in the Rearrange Charts tab.

More in Dashboard Organization

Full Screen Mode

To go full screen, click the dashboard settings menu and choose the Full Screen option. Full screen mode is perfect for displaying the dashboard on a TV:

If SSO is enabled for the site, the Full Screen option will not be available. However, its behavior can be imitated by going full-screen from the browser and appending "?tv_mode_frame=true" to the end of the URL.

Filters on Dashboard

The filter bar on dashboards can be turned on or off. In the dashboard settings menu, the Enable/Disable Filters option can be used to turn on and off this bar. If the Disable Filters option is gray, that indicates

Clone Dashboard

To create a copy or duplicate of the dashboard, click the Clone option in the More menu. The new dashboard will be automatically renamed with the New prefix.

Deleting a Dashboard

If a dashboard is no longer needed, it can be deleted from the dashboard settings menu:

After confirming, this dashboard will be permanently deleted.