Power BI integration transforms Tallyfy workflow data into interactive visualizations and actionable insights through Amazon Athena connectivity enabling process optimization team performance analysis and executive reporting with real-time data access and customizable dashboards.
Connect Power BI
Connect Power BI to Tallyfy Analytics and you’ll unlock powerful workflow visualization capabilities. Here’s how to set up the connection through Amazon Athena - it takes about 15 minutes from start to finish.
- Advanced Visualization - Build interactive dashboards showing process bottlenecks and team performance
- Data-Driven Decisions - Track workflow metrics that actually matter to your business
- Custom Analysis - Create metrics tailored to your organization’s specific KPIs
- Automated Reporting - Schedule weekly reports that land in stakeholders’ inboxes automatically
- Centralized Data - Merge Tallyfy data with your CRM, ERP, or other business systems
Amazon Athena hosts your Tallyfy data. You have two ways to authenticate:
| 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 |
When Tallyfy activates your Analytics subscription, you get two credential sets. Keep them straight:
- AWS IAM Login (username/password) - Only for the AWS web console
- Access Key and Secret Access Key - These are your Power BI connection keys
- Power BI Desktop installed on your computer
- Tallyfy Analytics subscription activated
- Amazon Athena ODBC driver installed
- Authentication credentials provided by Tallyfy
- Download the appropriate Amazon Athena ODBC driver from the AWS documentation page ↗
- Run the installer and follow the on-screen instructions
- Complete the installation before proceeding to the next step
- On Windows, open the ODBC Data Source Administrator (64-bit)
- Navigate to the System DSN tab
- Click Add to create a new data source
- Select the Amazon Athena ODBC Driver and click Finish
- Configure the connection using the settings detailed below
- Click Test to verify the connection works
- Click OK to save the connection
Here’s exactly what to enter for each setting:
| 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 |
- Launch Power BI Desktop
- Click Get Data in the ribbon menu
- Select More… to view all connectors
- Choose ODBC from the Database section and click Connect
- From the DSN dropdown, select the Tallyfy Analytics connection you created
- Click OK to establish the connection
- In the Navigator window, expand AwsDataCatalog
- Select your database (typically your organization name)
- Choose the tables you want to analyze
- Click Load to import the data into Power BI
You’re connected! Now you can explore these data tables:
- processes - Track every process instance with its metadata and status
- steps - Analyze task completion times and identify bottlenecks (see note below about time metrics)
- form_fields - Extract all the data your teams collect through process forms
- users - Monitor team member workload and performance metrics
Here’s what catches most people off guard:
- You must connect to the us-west-2 region - other regions won’t work
- Your workgroup needs to match your organization ID exactly
- The catalog name is always AwsDataCatalog (yes, with that exact capitalization)
- Use Direct Query mode when working with datasets over 1GB
- Set up refresh scheduling if you need reports updated automatically
Want to see the whole process in action? Watch this:
Connection not working? Let’s fix that:
- Double-check you’re using the Access Key and Secret Access Key - not those IAM credentials
- Make sure your ODBC driver is the 64-bit version (32-bit won’t work with Power BI Desktop)
- Verify you’ve entered us-west-2 as the region - it’s easy to miss
- Check if your Tallyfy Analytics subscription is still active
- Sometimes Power BI Desktop needs a restart after configuring ODBC - annoying but it works
Still stuck? Contact Tallyfy Support with the exact error message you’re seeing.
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