Power BI

Connecting Power BI to Tallyfy data

Power BI connects to your Tallyfy workflow data through Amazon Athena¹, letting you build dashboards and reports around process performance. You can visualize completion times, task metrics, form field data and team activity - all from live data.

What you can do

• Interactive dashboards - Build visualizations that respond to filters and member or guest interactions
• Process analysis - Measure workflow efficiency with duration and completion metrics
• Custom reports - Design reports for different stakeholders
• Live data access - Query your process data directly through Amazon Athena
• Cross-system analysis - Combine Tallyfy data with other business systems in Power BI

How it works

Tallyfy Analytics stores your process data in Amazon Athena - a serverless query engine for your workflow data. Power BI connects through ODBC drivers², giving you access to:

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

Common use cases

Business need	Power BI solution
Process optimization	Duration analysis dashboards highlighting bottlenecks
Team performance	Member or guest activity reports with completion metrics
Data collection	Visualization of form field data across processes
Executive reporting	KPI dashboards with drill-down capabilities
Compliance tracking	Audit trails and process compliance documentation

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

You get two sets of credentials when Tallyfy Analytics is provisioned:

• AWS IAM Login (username/password) - Only for the AWS web console
• Access Key and Secret Access Key - Used for Power BI connections

Important

Power BI needs the Access Key and Secret Access Key - not the IAM login credentials. Token-based authentication works better with analytics tools.

Getting started

1. Confirm you have an active Tallyfy Analytics subscription
2. Download and install Power BI Desktop (it’s free)
3. Get your Access Key and Secret Access Key from Tallyfy
4. Follow the connection guide below to set everything up

Setup takes about 15 minutes.

• Connect Power BI

Related articles

Powerbi > Connect Power BI

Power BI connects to Tallyfy Analytics through Amazon Athena using ODBC drivers and Access Key authentication to create interactive dashboards and visualizations from workflow data with proper configuration taking about 15 minutes to complete.

Integrations > Tallyfy Analytics

Tallyfy Analytics is an add-on service that copies workflow data to a dedicated Amazon Athena infrastructure where users can connect BI tools like Tableau and Power BI to build custom reports and perform deep analysis on process performance trends and task completion metrics.

Tableau > Connecting Tableau to analytics data

You can connect Tableau to Tallyfy Analytics data in about 15 minutes by installing Java and the Amazon Athena JDBC driver then configuring Tableau with your Access Key credentials to access workflow data tables for building dashboards that visualize process durations and user performance metrics.

Analytics > How Tallyfy Analytics works

Tallyfy Analytics transforms workflow data through a five-step pipeline that detects events extracts process details converts data to Apache 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.

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 ↩

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