Tallyfy Analytics transforms your workflow data into a format that business reporting tools can understand. Want to analyze your processes in Power BI or Tableau? Here’s exactly how your data travels from Tallyfy to those tools.
Overview of the Data Process
Your data goes through five steps to become analytics-ready:
Detecting an event: Tallyfy watches for important changes - task completions, status updates, and more.
Extracting the data: We capture every detail about the process where the event occurred.
Converting the format: The data gets converted to Apache Parquet1 - a format built for fast analysis.
Storing securely: Everything lands in your private Amazon S3 storage bucket.
Providing access: You receive AWS credentials to connect your favorite BI tools.
How the process works in detail
1. Spotting an event
Tasks get completed. Statuses change. Forms get submitted. When these actions happen in Tallyfy, the system flags them as analytics events worth tracking.
2. Getting the data
Every event triggers a complete process snapshot. We capture:
Basic process info (who owns it, status, start and end times)
Details about each task
Information submitted in form fields
Who was assigned to tasks
Comments added
All this data initially gets saved as a CSV file - just like a spreadsheet you’d open in Excel.
3. Changing the format
That CSV file won’t cut it for serious analytics. Tallyfy automatically converts it to Apache Parquet format, which:
Analyzes 10x faster than CSV files
Takes up 80% less storage space
Works seamlessly with Power BI, Tableau, and other BI tools
4. Storing safely
Your Parquet files land in a secure home:
Amazon S3 handles the storage (yes, the same service Netflix uses)
You get a private folder - no one else can access it
AWS security protects everything with encryption at rest
Files stay available throughout your Tallyfy Analytics subscription
5. Allowing access for analysis
Here’s where the magic happens. Tallyfy gives you AWS IAM credentials - think of them as special keys to your data warehouse. With these credentials, your BI tools can:
Connect straight to your data through Amazon Athena2
Run SQL queries to slice and dice your process information
Use familiar JDBC/ODBC connections (every BI tool supports these)
Build dashboards that actually answer your questions
Technical Diagram
Want to see the complete journey? This diagram maps out every step:
Activating Analytics
Ready to get started? A few things to know:
Data processing begins the moment Tallyfy Analytics activates on your account - not before
You’ll receive your AWS IAM credentials right after activation
Connect your BI tools in under 10 minutes using standard drivers
Need data stored in a specific region or format? Contact Tallyfy support first
Tallyfy Analytics is an add-on service that copies workflow data to a dedicated analytical infrastructure enabling users to connect business intelligence tools like Tableau and Power BI for custom reporting advanced SQL queries trend analysis and deep process insights through secure Amazon Athena integration.
This content explains how to connect Tableau to Tallyfy Analytics data through Amazon Athena by installing required drivers setting up authentication credentials and configuring the connection to create workflow visualization dashboards.
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.
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
Columnar storage format optimized for analytics, widely supported by AWS, Azure, and Google Cloud ↩
Serverless SQL query service that analyzes data directly in S3 without loading into a database ↩
