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Power BI

Power BI Integration Overview

Microsoft Power BI provides data visualization and business intelligence capabilities that integrate with Tallyfy Analytics. This integration enables you to analyze 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

Tallyfy Analytics stores your process data in Amazon Athena, a serverless query service that makes your workflow information available for analysis. Power BI connects to this data source using ODBC drivers, allowing you to 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

When provisioning Tallyfy Analytics, you will receive two distinct credential sets:

  • AWS IAM Login (username/password) - Used exclusively for accessing the AWS web console
  • Access Key and Secret Access Key - Required specifically for connecting Power BI to Amazon Athena

Getting Started

To begin using Power BI with Tallyfy Analytics:

  1. Ensure you have an active Tallyfy Analytics subscription
  2. Install Power BI Desktop on your computer
  3. Obtain your Access Key and Secret Access Key from Tallyfy
  4. Follow the connection guide to establish the data link
  5. Start building visualizations based on your process data

For detailed connection instructions, see the article below.

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

A dedicated analytics add-on service that enables users to analyze workflow data through business intelligence tools by securely storing process information in Amazon Athena for creating custom reports and tracking performance trends.

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 processes workflow data through event detection data extraction format conversion secure cloud storage and access provisioning to enable analysis through business intelligence tools like Power BI and Tableau.