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Tableau

Tableau Integration with Tallyfy Analytics

Want to turn your workflow data into stunning visualizations? Tableau connects directly to Tallyfy Analytics, transforming raw process data into interactive dashboards that actually make sense. No more squinting at spreadsheets.

Integration Benefits

  • Visual Process Analysis - Create visualizations that reveal workflow patterns you’d never spot in raw data
  • Interactive Dashboards - Build reports that respond to clicks - filter, drill down, and explore on the fly
  • Data-Driven Optimization - Finally see where tasks get stuck (and why)
  • Multiple Visualization Options - Charts, heatmaps, scatter plots - pick what works for your data
  • Self-Service Analytics - Let team members answer their own questions without IT help

Key Capabilities

FeatureDescription
Live ConnectivityDirect connection to Tallyfy data via Amazon Athena
Visual InterfaceCreate visualizations without coding knowledge
Calculation EngineApply formulas and transformations to workflow data
Publishing OptionsShare dashboards with team members and stakeholders
Scheduled RefreshesAutomate data updates for regular reporting

Business Applications

Here’s what you can actually do with Tableau and Tallyfy together:

  1. Monitor Process Efficiency - See average completion times drop from 3 days to 8 hours
  2. Analyze Team Performance - Discover who’s crushing it and who needs support
  3. Evaluate Form Data - Turn form responses into trends and insights
  4. Track SLA Compliance - Know instantly if you’re meeting your 24-hour response times
  5. Create Executive Dashboards - Give leadership the 30,000-foot view they crave

Technical Architecture

The integration works through a simple chain:

  • Tallyfy Analytics - Your process data lives securely in Amazon S3
  • Amazon Athena - Query that data with standard SQL (yes, it’s that straightforward)
  • JDBC Driver - The bridge connecting Tableau to Athena
  • Tableau Desktop - Where you build those eye-catching visualizations
  • Tableau Server/Online (optional) - Share dashboards company-wide

Getting Started

Ready to dive in? Here’s your roadmap:

  1. Make sure you’ve got Tallyfy Analytics activated (takes 10 minutes)
  2. Download and install Tableau Desktop
  3. Connect to your data - the setup guide walks you through each click
  4. Start dragging and dropping to create your first visualization
  5. Share the “aha!” moments with your team

Need specifics? The articles below cover everything from initial connection to troubleshooting those pesky error messages.

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.

Tableau > Sample Tableau visualizations

Tableau visualizations for Tallyfy Analytics help businesses analyze workflow performance through ten ready-to-use charts that track task completion rates user timeliness workload distribution process usage patterns and identify bottlenecks for data-driven process optimization.

Integrations > Tallyfy Analytics

Tallyfy Analytics is an add-on service that copies workflow data to a dedicated analytical infrastructure allowing users to connect business intelligence tools like Tableau Power BI and Looker for custom reporting advanced SQL queries and comprehensive process analysis with secure private data storage and timestamp tracking capabilities.

Analytics > Power BI

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.