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

Slack Integration

Periscope supports direct integration with Slack. This allows for quick-linking of individual charts and dashboards into Slack. The only requirement for sharing and viewing a report is that it must be visible by the "All Users" group. Additionally, the unfurled image expires after 7 days.

Linking Reports and Permission

Setting Up the Periscope Slack App and Required Permissions

Slack integration can be configured from either Slack or Periscope directly. In each case, the Periscope user handling the setup process must have Admin privileges and must also have Slack privileges.

App Configuration - From Slack

The Periscope Slack app can be found from searching through Slack's App Directory, or via the URL:

https://periscope.slack.com/apps/A4C6CSAFM-periscope-data

Clicking the "Visit site to install page" button will redirect users to the Periscope Add-On page shown below:

The "Add to Slack" button prompts users to log in and verify that admin permissions exist for the account. Once this has been confirmed, admins will be asked to officially authorize the integration:

If the logged-in admin has an account on multiple sites, or has Spaces enabled, the UI will first display options to determine exactly which account or space to configure. This will appear prior to the authorization page shown above:

After confirming that the integration is authorized, admins will be redirected to a successful connection page. Users on their site will now be able to link both dashboards and individual charts via Slack.

App Configuration - From Periscope

Within Periscope, site admins can access the "Billing & Authentication" page to enable Slack integration.

From here, admins will have the option to use the "Add to Slack" button to begin enabling the Slack App with Periscope.

If the admin belongs to multiple sites, or has multiple spaces enabled, they will first be asked to specify the exact location of the integration. They will then be faced with one final authorization page:

Disconnecting the Periscope Slack App

Similar to the configuration process, the Periscope Slack App can be disconnected either through Slack or through the Periscope App.

Disconnecting - From Slack

To disconnect the Periscope-Slack integration, the Slack Admin can navigate to the account's App Directory. They would then want to use the "Manage Apps" section to find and remove the Periscope app:

Disconnecting - From Periscope

To disconnect the Periscope-Slack integration from within Periscpoe, a site admin can again navigate to the "Billing & Authentication" page and simply click the "Disconnect" button.

If Spaces are enabled, the admin will have to uncheck each Space where the configuration was established. Upon unchecking each Space and saving, the admin can then use the "Disconnect" button to end the integration.