Power BI
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.
- 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
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:
- 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 |
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
Ready to dive in? Here’s your roadmap:
- Make sure you’ve got an active Tallyfy Analytics subscription
- Download and install Power BI Desktop (it’s free)
- Grab your Access Key and Secret Access Key from Tallyfy
- Follow the connection guide to link everything up
- Start creating those eye-catching visualizations
Takes about 15 minutes to set up. The detailed connection guide below walks you through each step.
Integrations > Tallyfy Analytics
Analytics > How Tallyfy Analytics works
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