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Connecting Tableau to Tallyfy Analytics

Section titled “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

Section titled “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

Section titled “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 leaders
Scheduled refreshesAutomate data updates on a set schedule

Common use cases

Section titled “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

Section titled “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

Section titled “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.

Section titled “Related articles”

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