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Tableau

Tableau Integration with Tallyfy Analytics

Tableau provides industry-leading data visualization capabilities that complement Tallyfy Analytics, enabling you to transform your workflow data into actionable insights through intuitive dashboards and reports.

Integration Benefits

  • Visual Process Analysis - Create intuitive visualizations of your workflow performance
  • Interactive Dashboards - Build dynamic reports that respond to user selections
  • Data-Driven Optimization - Identify bottlenecks and improvement opportunities
  • Multiple Visualization Options - Utilize charts, graphs, maps and custom visualizations
  • Self-Service Analytics - Enable stakeholders to explore data independently

Key Capabilities

FeatureDescription
Live ConnectivityDirect connection to Tallyfy data via Amazon Athena
Drag-and-Drop 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

Tableau integration with Tallyfy empowers your organization to:

  1. Monitor Process Efficiency - Track completion times and identify delays
  2. Analyze Team Performance - Measure task completion rates by assignee
  3. Evaluate Form Data - Visualize data collected through process forms
  4. Track SLA Compliance - Monitor adherence to service level agreements
  5. Create Executive Dashboards - Provide management with high-level KPIs

Technical Architecture

The integration operates through these components:

  • Tallyfy Analytics - Stores your process data in Amazon S3
  • Amazon Athena - Provides SQL query access to stored data
  • JDBC Driver - Enables connection between Tableau and Athena
  • Tableau Desktop - Creates visualizations based on query results
  • Tableau Server/Online (optional) - Hosts and shares dashboards

Getting Started

To begin utilizing Tableau with your Tallyfy Analytics data:

  1. Ensure you have an active Tallyfy Analytics subscription
  2. Install Tableau Desktop on your computer
  3. Follow the connection guide to establish the data link
  4. Start creating visualizations and dashboards
  5. Share insights with your team and stakeholders

The articles below provide detailed instructions on connecting, troubleshooting, and example visualizations to help you get the most from this integration.

Integrations > Tallyfy Analytics

The Tallyfy Analytics add-on service connects process data to business intelligence platforms through Amazon Athena to enable advanced reporting and visualization capabilities for $20 per active member yearly.

Tableau > Connect Tableau to Tallyfy

Connecting Tableau to Tallyfy Analytics requires installing specific drivers and using token-based authentication through Amazon Athena to create visualizations from workflow data.

Tableau > Sample Tableau visualizations

Tableau visualization examples demonstrate ways to analyze workflow performance through task completion metrics user productivity patterns process quality indicators and workload distribution trends using Tallyfy Analytics data.

Analytics > How Tallyfy Analytics works

A comprehensive data pipeline transforms real-time process events into analytics-ready data through event detection extraction transformation secure storage and BI tool integration using Amazon Web Services infrastructure.