Looker integrates with Tallyfy Analytics through Amazon Athena to transform workflow data into interactive dashboards and embedded analytics that enable teams to explore process insights answer business questions and monitor performance in real-time without requiring technical expertise.
Connecting Looker Studio to analytics data
You can connect Looker Studio (formerly Google Data Studio) to Tallyfy in about 10-15 minutes using a third-party connector. Once connected, you’ll create free, shareable dashboards and reports from your workflow data without paying for an enterprise BI platform.
Before you start, make sure you have:
- Tallyfy Analytics subscription activated for your organization
- Free Looker Studio account (sign up at lookerstudio.google.com ↗)
- Authentication credentials provided by Tallyfy Support
- Third-party connector subscription (CData or OWOX)
Amazon Athena (which hosts Tallyfy Analytics data) offers two authentication methods:
| Method | Description | Best For |
|---|---|---|
| IAM Username/Password | Web console access credentials | AWS Console access only |
| Access Key/Secret | Token-based authentication | Connector authentication (recommended) |
Two reliable connectors support Athena-to-Looker Studio integration:
Best For: Organizations needing robust data connectivity with minimal setup
- Pricing: Subscription-based (check CData pricing ↗)
- Setup Time: 10-15 minutes
- Features: Direct cloud-to-cloud connectivity, automatic query optimization, no data replication
- Support: Enterprise-grade technical support
Best For: Marketing teams already using OWOX for analytics
- Pricing: Part of OWOX BI suite (check OWOX pricing ↗)
- Setup Time: 10-15 minutes
- Features: Seamless AWS integration, no intermediate processing steps
- Support: Email and documentation support
- Sign up for a CData Connect Cloud account ↗
- Log into your CData Connect dashboard
- Click Add Connection and select Amazon Athena
- Configure the connection parameters:
- Connection Name: Give it a descriptive name (e.g., “Tallyfy Analytics”)
- AWS Region:
us-east-1(or your specific region) - S3 Staging Directory: Your staging bucket path from Tallyfy (e.g.,
s3://tallyfy-athena-results/) - Database: Your assigned database name (typically your organization name)
- Enter authentication credentials:
- Access Key ID: Your Tallyfy-provided Access Key
- Secret Access Key: Your Tallyfy-provided Secret Access Key
- Click Test Connection to verify
- Save the connection once verified
- Open Looker Studio ↗
- Click Create > Data Source
- Search for and select CData Connect Cloud
- Sign in to your CData account when prompted
- Select your Athena connection from the list
- Choose the database and tables you want to visualize
- Click Connect
- In Looker Studio, click Create > Report
- Select your CData Athena data source
- Click Add to Report
- Start dragging dimensions and metrics to build visualizations
- Customize charts, add filters, and configure date ranges
- Share the report URL with stakeholders
- Sign up for an OWOX BI account ↗
- Navigate to Connectors > Amazon Athena
- Click Create New Connection
- Configure the connection:
- Connection Name: Descriptive name (e.g., “Tallyfy Workflows”)
- AWS Region:
us-east-1(or your specific region) - Database: Your assigned database name
- Workgroup: Use default or specify if Tallyfy provided one
- Enter IAM credentials:
- Access Key ID: Your Access Key from Tallyfy
- Secret Access Key: Your Secret Access Key from Tallyfy
- Specify S3 bucket for query results
- Test and save the connection
- Open Looker Studio ↗
- Click Create > Data Source
- Search for and select OWOX BI Amazon Athena
- Authorize OWOX to access your Looker Studio account
- Select your configured Athena connection
- Choose tables to include in your data source
- Click Connect
Tallyfy Analytics provides four main tables:
- processes - Completed and in-progress workflow instances with start/end times
- steps - Individual task data within processes including assignments and durations
- form_fields - Form field values collected during workflows
- users - User activity and participation metrics across all processes
What can you actually build? Here are popular dashboards our customers create:
- Process Volume Trends - Line charts showing processes launched over time
- Completion Rate Scorecards - Big numbers showing percentage of on-time completions
- Task Duration Heatmaps - Identify bottlenecks by visualizing average task durations
- User Activity Tables - Leaderboards showing top performers by completion rate
- Form Response Analysis - Pivot tables and charts exploring form field data patterns
Make your Looker Studio reports faster:
- Use Date Range Controls - Don’t pull all historical data every time
- Apply Filters Early - Filter at the data source level, not in charts
- Limit Table Rows - Show top 10 or 20, not thousands of rows
- Cache Reports - Enable data freshness caching (reports update every 12-24 hours)
- Optimize Queries - Pre-aggregate data in Athena views when possible
One of Looker Studio’s best features? Sharing is dead simple:
- View Access - Share report URLs with anyone who needs to see insights
- Edit Access - Let team members modify reports and create new visualizations
- Embed Reports - Drop reports into websites or internal portals with iframe embeds
- Schedule Emails - Auto-send report snapshots on your preferred schedule
- Mobile Friendly - All reports work great on phones and tablets
Connection not working? Let’s fix it. Check these things in order:
- Verify Credentials - Double-check your Access Key and Secret Access Key (even one wrong character breaks everything)
- Check Permissions - Ensure your credentials have
AmazonAthenaFullAccessandAmazonS3FullAccesspolicies attached - Validate S3 Path - Confirm your S3 staging directory path is exactly as provided by Tallyfy
- Test in AWS Console - Try running a query in the Athena web console to rule out credential issues
- Check Connector Status - Verify your CData or OWOX subscription is active
- Review Region Settings - Ensure you’re using the correct AWS region (typically
us-east-1)
Still stuck? Contact your connector provider’s support team first (they’ll diagnose connection issues), then reach out to Tallyfy Support if the issue appears to be with your Analytics account.
Let’s talk money - what does this setup actually cost?
| Component | Cost | Notes |
|---|---|---|
| Looker Studio | Free | Unlimited reports and dashboards |
| Tallyfy Analytics | Subscription | Contact Tallyfy for pricing |
| CData Connect Cloud | Subscription | Starts around $49/month |
| OWOX Connector | Subscription | Part of OWOX BI suite pricing |
| AWS Query Costs | Pay-per-query | Typically $5-10/month for normal usage |
Not sure which option fits your needs? Here’s the breakdown:
| Feature | Looker Studio | Enterprise Looker |
|---|---|---|
| Cost | Free + connector fee | Subscription-based |
| Setup Complexity | Simple (10-15 min) | Moderate (15-20 min) |
| Data Modeling | Basic | Advanced (LookML) |
| Embedded Analytics | iframe embeds | Full API |
| Collaboration | Share links | Role-based access |
| Best For | Small teams, basic dashboards | Large teams, complex analytics |
Looker > Connecting Looker to analytics data
This comprehensive guide demonstrates connecting Looker’s enterprise BI platform to Tallyfy workflow data through Amazon Athena with step-by-step setup instructions driver installation connection configuration performance optimization and advanced dashboard creation capabilities.
Tableau > Connecting Tableau to analytics data
Tableau connects to Tallyfy data through Amazon Athena using Access Key authentication and JDBC drivers allowing users to create visual dashboards from workflow data in approximately 15 minutes.
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.
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