Connect Power BI

Power BI Integration with Tallyfy Analytics

Tallyfy Analytics integrates with Microsoft Power BI to enable analysis and visualization of your workflow data. This guide explains how to establish a secure connection between Power BI and Tallyfy Analytics using Amazon Athena as the data source.

Integration Benefits

• Advanced Visualization - Create interactive dashboards and reports based on process data
• Data-Driven Decisions - Analyze workflow performance with business intelligence tools
• Custom Analysis - Develop tailored metrics specific to your organization’s needs
• Automated Reporting - Schedule and distribute workflow insights to stakeholders
• Centralized Data - Combine Tallyfy data with information from other business systems

Authentication Methods

Amazon Athena (which hosts Tallyfy Analytics data) offers two authentication approaches:

Authentication Method	Description	Recommendation
IAM Username/Password	Web console credentials	Not recommended for Power BI
Access Key/Secret	Token-based authentication	Recommended for Power BI

Authentication Best Practice

For Power BI connections, token-based authentication is strongly recommended. Using IAM credentials often results in the error: “The security token included in the request is invalid”

When Tallyfy provisions your Analytics subscription, you’ll receive two distinct credential sets:

• AWS IAM Login (username/password) - Use only for accessing the AWS web console
• Access Key and Secret Access Key - Use specifically for connecting Power BI and other BI tools

Connection Setup Process

Requirements

• Power BI Desktop installed on your computer
• Tallyfy Analytics subscription activated
• Amazon Athena ODBC driver installed
• Authentication credentials provided by Tallyfy

Step 1: Install the Amazon Athena ODBC Driver

1. Download the appropriate Amazon Athena ODBC driver from the AWS documentation page ↗
2. Run the installer and follow the on-screen instructions
3. Complete the installation before proceeding to the next step

Step 2: Configure the ODBC Connection

1. On Windows, open the ODBC Data Source Administrator (64-bit)
2. Navigate to the System DSN tab
3. Click Add to create a new data source
4. Select the Amazon Athena ODBC Driver and click Finish
5. Configure the connection using the settings detailed below.
6. Click Test to verify the connection works
7. Click OK to save the connection

Use the following settings for the connection:

Setting	Value
Data Source Name	Tallyfy Analytics
Description	Tallyfy workflow data
AWS Region	us-west-2
S3 Output Location	As provided by Tallyfy
Authentication Option	IAM Profile
Access Key	Your Tallyfy-provided Access Key
Secret Key	Your Tallyfy-provided Secret Access Key
Workgroup	Your organization ID (as provided by Tallyfy)
Catalog	AwsDataCatalog

Step 3: Connect Power BI to Amazon Athena

1. Launch Power BI Desktop
2. Click Get Data in the ribbon menu
3. Select More… to view all connectors
4. Choose ODBC from the Database section and click Connect
5. From the DSN dropdown, select the Tallyfy Analytics connection you created
6. Click OK to establish the connection
7. In the Navigator window, expand the AwsDataCatalog.
8. Select your database (typically your organization name).
9. Choose the tables you want to analyze.
10. Click Load to import the data into Power BI.

Working with Tallyfy Data

After connecting, you can work with several key data tables:

• processes - Overall process instances with metadata
• steps - Individual task completions and durations
• form_fields - Data collected through forms in your processes
• users - Team member participation and performance

Important Configuration Notes

• Always connect to the us-west-2 region specifically
• Ensure your workgroup matches your organization ID
• The catalog name must be AwsDataCatalog
• Use Direct Query mode for larger datasets
• Consider using data refresh scheduling for regular updates

Video Tutorial

This step-by-step walkthrough demonstrates the complete connection process:

Troubleshooting

If you encounter connection issues:

• Verify you’re using the correct Access Key and Secret Access Key (not IAM credentials)
• Confirm your ODBC driver is the 64-bit version compatible with your Power BI installation
• Check that you’ve specified the correct AWS region (us-west-2)
• Ensure your Tallyfy Analytics subscription is active
• Try restarting Power BI Desktop after configuring the ODBC connection

For persistent connection problems, contact Tallyfy Support with specific error messages.

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