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CSV file structure

The article explains the structure of the CSV file used in Tallyfy, a SaaS product. The CSV file contains information about different tasks and data within a process. It provides insights into the characteristics of the process, specific tasks, task completion details, form fields, comments, and more.

To make data analysis easier, Tallyfy Analytics generates .parquet files from the CSV files, which can be consumed using Amazon Athena in popular BI tools like Tableau or PowerBI. When working with date fields in Athena, you may need to use date transformation functions.

The first set of columns in the CSV file describes the overall process, including the template used, process ID, owner, number of tasks, status, and last modification date.

The next set of columns provides details about specific tasks, such as the task type, form field inclusion, task IDs, names, aliases, and associated data.

Following that, some columns contain information about task assignments, including assigned users, guest assignments, and the number of assignees.

The CSV file also includes columns related to form fields, such as the number and type of form fields, along with the corresponding questions and answers.

Additionally, there are columns related to comments and issues, including the total number of issues reported, resolved issues, and comments on tasks.

The last column in the CSV file indicates the date and time of the last modification.

To export a CSV file for a process, you can click on “More Details” and scroll to the bottom of the active process. Then, click on “EXPORT CSV.” The exported CSV file will follow the described structure.

Here is an example screenshot of part of a process CSV:

Process CSV

Remember, the ability to export a CSV is available in the PRO plan of Tallyfy.