Power BI
Microsoft Power BI provides advanced data visualization and business intelligence capabilities that integrate seamlessly with Tallyfy Analytics. This integration enables you to transform your process data into actionable insights through customized dashboards and reports.
- 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
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:
- Process completion times and volumes
- Task assignments and performance metrics
- Form field data collected during processes
- Member and guest engagement and participation statistics
Business Need | Power BI Solution |
---|---|
Process Optimization | Duration analysis dashboards highlighting bottlenecks |
Team Performance | Member or guest activity reports showing completion metrics |
Data Collection | Visualization of form field data across processes |
Executive Reporting | High-level KPI dashboards with drill-down capabilities |
Compliance Tracking | Audit trails and documentation of process compliance |
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
To begin using Power BI with Tallyfy Analytics:
- Ensure you have an active Tallyfy Analytics subscription
- Install Power BI Desktop on your computer
- Obtain your Access Key and Secret Access Key from Tallyfy
- Follow the connection guide to establish the data link
- Start building visualizations based on your process data
For detailed connection instructions, see the article below.
Integrations > Tallyfy Analytics
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