Skip to content

Power BI

Power BI Integration Overview

Power BI transforms your Tallyfy data into stunning visualizations and actionable insights. Want to see exactly how your workflows perform? This integration makes it happen - connecting Microsoft’s business intelligence powerhouse directly to your process data through customized dashboards and reports.

Key Capabilities

  • Interactive Dashboards - Create dynamic visualizations that respond to member or guest interactions
  • Process Performance Analysis - Measure and optimize workflow efficiency with detailed metrics
  • Custom Report Development - Design tailored reports for different stakeholders and needs
  • Real-time Data Access - Connect directly to your live process data through Amazon Athena
  • Cross-data Analysis - Combine Tallyfy data with information from other business systems

How the Integration Works

Here’s the magic: Tallyfy Analytics stores your process data in Amazon Athena - think of it as a super-fast query engine that never sleeps. Power BI then connects through ODBC drivers (yes, those trusty connectors), letting you build visualizations based on:

  1. Process completion times and volumes
  2. Task assignments and performance metrics
  3. Form field data collected during processes
  4. Member and guest engagement and participation statistics

Common Use Cases

Business NeedPower BI Solution
Process OptimizationDuration analysis dashboards highlighting bottlenecks
Team PerformanceMember or guest activity reports showing completion metrics
Data CollectionVisualization of form field data across processes
Executive ReportingHigh-level KPI dashboards with drill-down capabilities
Compliance TrackingAudit trails and documentation of process compliance

Authentication Requirements

You’ll get two sets of credentials when Tallyfy Analytics is provisioned. Keep them straight:

  • AWS IAM Login (username/password) - This one’s just for the AWS web console
  • Access Key and Secret Access Key - These are your golden tickets for Power BI connections

Getting Started

Ready to dive in? Here’s your roadmap:

  1. Make sure you’ve got an active Tallyfy Analytics subscription
  2. Download and install Power BI Desktop (it’s free)
  3. Grab your Access Key and Secret Access Key from Tallyfy
  4. Follow the connection guide to link everything up
  5. Start creating those eye-catching visualizations

Takes about 15 minutes to set up. The detailed connection guide below walks you through each step.

Powerbi > Connect Power BI

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.

Integrations > Tallyfy Analytics

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.

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.

Analytics > How Tallyfy Analytics works

Tallyfy Analytics transforms workflow process data through a five-step system that detects events extracts information converts it to Parquet format stores it securely in Amazon S3 and provides AWS credentials for connecting business intelligence tools like Power BI and Tableau through Amazon Athena for advanced reporting and analysis.