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Tallyfy Analytics

Tallyfy Analytics overview

Tallyfy Analytics is an add-on that copies your workflow data to a dedicated analytical infrastructure - every task, every process, ready for deep analysis.

You can connect BI tools like Tableau, Power BI, and Looker directly to your Tallyfy data. Build custom reports that answer questions the standard interface can’t. Track trends over months. Spot bottlenecks fast.

Key features

  • Full process data access - every workflow, task, and form field sits in your analytical database, ready to query.
  • SQL query capabilities - write SQL to slice your data however you need. Join tables, aggregate metrics, filter by date ranges.
  • BI tool integration - works with any tool that supports Amazon Athena1, which covers most enterprise BI platforms.
  • Custom dashboards - build exactly the reports your team needs, without waiting on feature requests.
  • Trend analysis - see how your processes evolve over 3, 6, or 12+ months. Historical data tells the real story.

Operational details

  • Add-on service - contact Tallyfy for details, as availability varies by data volume.
  • Private infrastructure - your data lives in its own Amazon Athena environment. No other accounts can access it.

Tracking time spent on tasks

Tallyfy Analytics captures task completion timestamps automatically, but actual working time needs a different approach. See our guide on how to track time spent on tasks for implementing clean time tracking with form fields. This captures real effort time, not just elapsed calendar time.

Security credentials

Once Tallyfy activates Analytics for you, you’ll receive two sets of credentials:

  1. AWS Console administrative login - full access to the AWS web console where you can manage users, set permissions, and monitor usage.
  2. API Access Key and Secret Key pair - these connect your BI tools to the data. You’ll paste them into Power BI, Tableau, or whatever tool you use.

Getting started

Contact Tallyfy support or your account manager to get started. They’ll walk you through setup and configuration.

Analytics > How Tallyfy Analytics works

Tallyfy Analytics transforms workflow data through a five-step pipeline—detecting events and extracting process snapshots then converting them to Apache Parquet format and storing them securely in Amazon S3—so you can connect BI tools like Power BI or Tableau using standard SQL queries through Amazon Athena without managing any database infrastructure.

Analytics > Power BI

Tallyfy’s Power BI integration connects your workflow data through Amazon Athena so you can build interactive dashboards for process optimization, team performance analysis and executive reporting.

Analytics > Looker

Looker and Looker Studio both connect to Tallyfy Analytics through Amazon Athena so teams can build interactive dashboards and drill into workflow performance data without writing SQL using either the enterprise platform or the free visualization tool.

Powerbi > Connect Power BI

Tallyfy Analytics lets you connect Power BI to your workflow data through Amazon Athena using an ODBC driver in about 15 minutes and then build interactive dashboards from per-process Parquet files and member tables while using Access Key authentication (not IAM credentials) pointed at the us-west-2 region.

Footnotes

  1. AWS serverless query service for analyzing data using standard SQL without managing infrastructure

  2. International standard for date/time representation like YYYY-MM-DDTHH:MM:SS, ensuring consistent parsing