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 Athena¹
• 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 drivers² (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 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

Understanding time metrics

Task duration metrics in Power BI show elapsed time between assignment and completion - not actual working time. These timestamps include holidays, multi-tasking periods, and external delays. For accurate effort tracking, see how to track time spent on tasks.

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

Important

Power BI needs the Access Key and Secret Access Key - not the IAM credentials. Why? Token-based authentication simply works better with analytics tools. Trust us on this one.

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.

• Connect Power BI

Related articles

Powerbi > Connect Power BI

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.

Integrations > Tallyfy Analytics

Tallyfy Analytics is an add-on service that copies workflow data to a dedicated analytical infrastructure enabling users to connect business intelligence tools like Tableau and Power BI for custom reporting advanced SQL queries trend analysis and deep process insights through secure Amazon Athena integration.

Tableau > Connect Tableau to Tallyfy

This content explains how to connect Tableau to Tallyfy Analytics data through Amazon Athena by installing required drivers setting up authentication credentials and configuring the connection to create workflow visualization dashboards.

Analytics > How Tallyfy Analytics works

Tallyfy Analytics transforms workflow data through a five-step process of event detection data extraction format conversion to Apache Parquet secure storage in Amazon S3 and credential provisioning for seamless integration with business intelligence tools like Power BI and Tableau.

Footnotes

1. AWS serverless query service using standard SQL on S3 data lakes, no infrastructure management needed ↩

2. Open Database Connectivity standard that enables apps to access various databases using SQL ↩