Tallyfy Analytics takes the information from your running processes and prepares it so you can analyze it using business reporting tools like Power BI or Tableau. This article provides a simple overview of how that data moves from Tallyfy to your analysis tools.
Overview of the Data Process
Preparing your data involves five main steps:
Detecting an event: Tallyfy notices when something important happens (like a task finishing or status changing).
Extracting the data: Tallyfy exports all the details about the process involved.
Converting the format: The data is converted into a special format optimized for reporting tools.
Storing securely: The converted data is stored securely in the cloud.
Providing access: You get secure keys to connect your reporting tools to this data.
How the process works in detail
1. Spotting an event
When things happen in Tallyfy - like tasks being completed, statuses changing, or forms being submitted - the system flags these as events that should be recorded for analytics.
2. Getting the data
For each important event, Tallyfy exports a full snapshot of the process it happened in. This includes:
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
This information is initially saved as a detailed CSV file (a common spreadsheet format).
3. Changing the format
The data (originally in CSV format) gets automatically converted into a format called Apache Parquet. This format is:
Better organized for faster analysis
Takes up less storage space
Works well with most reporting and analytics tools
4. Storing safely
The converted Parquet data files get stored securely:
Using Amazon S3 (a cloud storage service)
In a private folder just for your organization
Protected by standard AWS security
Kept for as long as your Tallyfy Analytics subscription requires
5. Allowing access for analysis
Tallyfy provides your organization special security keys (AWS IAM credentials). These keys allow your reporting tools to:
Connect directly to your stored data using a service called Amazon Athena
Use standard SQL (a common data language) to ask questions about your process data
Connect easily using standard methods (like JDBC/ODBC drivers) that most BI tools support
Create custom reports and charts
Technical Diagram
This diagram shows how data flows from Tallyfy events to your reporting tools:
Activating Analytics
Data processing only starts after Tallyfy Analytics gets activated for your account.
You receive the necessary security keys (IAM credentials) when it gets activated.
You can then connect your BI tools using standard connection methods.
Contact Tallyfy support if you have special requirements for where or how data gets stored.
Tallyfy Analytics is an advanced add-on service that copies workflow data to dedicated analytical infrastructure enabling integration with business intelligence tools like Tableau Power BI and Looker for sophisticated analysis custom reporting and strategic decision-making beyond standard interface capabilities.
Microsoft Power BI enables interactive data visualization and business intelligence by connecting to Tallyfy Analytics through Amazon Athena to create custom reports dashboards and performance tracking for workflow optimization.
Microsoft Power BI connects to Tallyfy Analytics through Amazon Athena to enable advanced visualization and analysis of workflow data using token-based authentication and ODBC drivers for creating interactive dashboards.
This guide explains how to connect Tableau to Tallyfy data through Amazon Athena integration by installing required drivers configuring authentication credentials and accessing workflow tables to create business intelligence visualizations and analytics dashboards.
