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Tallyfy analytics

What is Tallyfy Analytics and how does it work?

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

Here’s what makes it powerful: you can connect your favorite 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 instantly.

What key features does Tallyfy Analytics provide?

  • Complete Process Data Access: Every workflow, every task, every field - it’s all there in your analytical database.
  • Advanced SQL Query Capabilities: Write SQL queries to slice your data any way you need. Join tables, aggregate metrics, filter by date ranges.
  • Business Intelligence Tool Integration: Works with any tool that supports Amazon Athena1 - that’s most enterprise BI platforms.
  • Custom Dashboard Creation: Build exactly the reports your team needs. No more waiting for feature requests.
  • Trend Analysis and Performance Tracking: See how your processes evolve over 3 months, 6 months, or longer. Historical data tells the real story.

How does Tallyfy Analytics function operationally?

  • Add-on Service: It’s an add-on feature for Tallyfy customers.
  • Additional Service: This is an add-on service (contact Tallyfy for details - availability varies by data volume).
  • Secure Private Infrastructure: Your data lives in its own private Amazon Athena environment. Nobody else can access it.

What about tracking time spent on tasks?

While Tallyfy Analytics automatically captures task completion timestamps, getting accurate data about actual working time requires a different approach. See our guide on how to track time spent on tasks to learn about implementing clean time tracking with form fields - this ensures you capture real effort time, not just elapsed calendar time.

What security credentials does Tallyfy Analytics provide?

Once we activate 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 & Secret Key Pair: These connect your BI tools to the data. You’ll paste them into Power BI, Tableau, or whatever tool you’re using.

How can I get started with Tallyfy Analytics?

Ready to dive into your process data? Contact Tallyfy support or your account manager. They’ll walk you through the setup process and get everything configured in about 2-3 business days.

Analytics > How Tallyfy Analytics works

Tallyfy Analytics transforms workflow data through a five-step process of event detection data extraction format conversion to Apache Parquet secure storage in Amazon S3 and credential provisioning for seamless integration with business intelligence tools like Power BI and Tableau.

Analytics > Power BI

Power BI integration transforms Tallyfy workflow data into interactive visualizations and actionable insights through Amazon Athena connectivity enabling process optimization team performance analysis and executive reporting with real-time data access and customizable dashboards.

Analytics > Tableau

Tableau integration enhances Tallyfy Analytics by offering extensive data visualization tools for creating interactive dashboards and reports to analyze workflow performance through direct connectivity with Amazon Athena.

Powerbi > Connect Power BI

Power BI integrates with Tallyfy Analytics through Amazon Athena using ODBC drivers and Access Key authentication to create interactive dashboards and automated reports from workflow data with connection setup taking approximately 15 minutes.

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