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Tableau

Connecting Tableau to Tallyfy Analytics

Tableau connects directly to Tallyfy Analytics, turning raw process data into interactive dashboards you can actually explore. Filter, drill down, spot bottlenecks - all without writing code or wrestling with spreadsheets.

What you can do

  • Visual process analysis - Reveal workflow patterns you’d never spot in raw data
  • Interactive dashboards - Click to filter, drill down, and explore on the fly
  • Bottleneck detection - See where tasks get stuck and why
  • Flexible chart types - Charts, heatmaps, scatter plots - pick what fits your data
  • Self-service reporting - Team members answer their own questions without IT help

Key capabilities

FeatureDescription
Live connectivityDirect connection to Tallyfy data via Amazon Athena
Visual interfaceBuild visualizations without coding
Calculation engineApply formulas and transformations to workflow data
PublishingShare dashboards with team members and stakeholders
Scheduled refreshesAutomate data updates on a regular cadence

Common use cases

  1. Process efficiency - Track completion times and spot improvement opportunities
  2. Team performance - See who’s ahead of schedule and who needs support
  3. Form data analysis - Turn form responses into trends and insights
  4. SLA compliance - Monitor whether you’re hitting response-time targets
  5. Executive dashboards - Give leadership a high-level view of operations

How the integration works

The data flows through a straightforward chain:

  • Tallyfy Analytics - Your process data stored securely in Amazon S3
  • Amazon Athena - Query that data with standard SQL
  • JDBC driver - Connects Tableau to Athena
  • Tableau Desktop - Where you build your visualizations
  • Tableau Server/Online (optional) - Share dashboards across your organization

Getting started

  1. Activate Tallyfy Analytics (takes about 10 minutes)
  2. Download and install Tableau Desktop
  3. Connect to your data - the setup guide walks you through each step
  4. Drag and drop to create your first visualization
  5. Share what you find with your team

The articles below cover the connection setup and sample visualizations to get you started.

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.

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 > Sample Tableau visualizations

Tallyfy Analytics data can be visualized in Tableau through 10 ready-to-use chart types covering task on-time rates and user timeliness and workload distribution and process template usage and daily completion patterns and comment frequency and issue tracking — all downloadable as a sample workbook you can connect to your own data source.

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.