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Connecting Power BI to Tallyfy data

Section titled “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

Section titled “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 teams
  • 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

Section titled “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

Section titled “Common use cases”
Business needPower BI solution
Process optimizationDuration analysis dashboards highlighting bottlenecks
Team performanceMember or guest activity reports with completion metrics
Data collectionVisualization of form field data across processes
Executive reportingKPI dashboards with drill-down capabilities
Compliance trackingAudit trails and process compliance documentation

Authentication

Section titled “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

Getting started

Section titled “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.

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Footnotes

Section titled “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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