Power BI

Connecting Power BI to Tallyfy data

Power BI connects to your Tallyfy workflow data through Amazon Athena¹, letting you build dashboards and reports around process performance. You can visualize completion times, task metrics, form field data and team activity - all from live data.

What you can do

• Interactive dashboards - Build visualizations that respond to filters and member or guest interactions
• Process analysis - Measure workflow efficiency with duration and completion metrics
• Custom reports - Design reports for different stakeholders
• Live data access - Query your process data directly through Amazon Athena
• Cross-system analysis - Combine Tallyfy data with other business systems in Power BI

How it works

Tallyfy Analytics stores your process data in Amazon Athena - a serverless query engine for your workflow data. Power BI connects through ODBC drivers², giving you access to:

1. Process completion times and volumes
2. Task assignments and performance metrics
3. Form field data collected during processes
4. Member and guest participation statistics

Common use cases

Business need	Power BI solution
Process optimization	Duration analysis dashboards highlighting bottlenecks
Team performance	Member or guest activity reports with completion metrics
Data collection	Visualization of form field data across processes
Executive reporting	KPI dashboards with drill-down capabilities
Compliance tracking	Audit trails and process compliance documentation

Understanding time metrics

Task duration metrics in Power BI show elapsed time between assignment and completion - not actual working time. These timestamps include holidays, multi-tasking periods and external delays. For accurate effort tracking, see how to track time spent on tasks.

Authentication

You get two sets of credentials when Tallyfy Analytics is provisioned:

• AWS IAM Login (username/password) - Only for the AWS web console
• Access Key and Secret Access Key - Used for Power BI connections

Important

Power BI needs the Access Key and Secret Access Key - not the IAM login credentials. Token-based authentication works better with analytics tools.

Getting started

1. Confirm you have an active Tallyfy Analytics subscription
2. Download and install Power BI Desktop (it’s free)
3. Get your Access Key and Secret Access Key from Tallyfy
4. Follow the connection guide below to set everything up

Setup takes about 15 minutes.

• Connect Power BI

Related articles

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.

Integrations > Tallyfy Analytics

Tallyfy Analytics is an add-on that replicates your workflow data into a private Amazon Athena environment where you can run SQL queries and connect BI tools like Tableau or Power BI to build custom dashboards and track process trends over time.

Tableau > Connecting Tableau to analytics data

Tallyfy Analytics connects to Tableau Desktop through Amazon Athena in about 15 minutes by installing a JDBC driver and using Access Key credentials to query workflow data including process durations and task completion rates and form field answers for building visual dashboards.

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.

Footnotes

1. AWS serverless query service using standard SQL on S3 data lakes, no infrastructure management needed ↩

2. Open Database Connectivity standard that enables apps to access various databases using SQL ↩

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