Tallyfy Analytics integrates with Power BI through Amazon Athena using token-based authentication, requiring an access key and secret access key for seamless data analysis and visualization.
Connect Tableau to Tallyfy
In this article, we’ll show you how to connect Tableau to your Tallyfy process data with the help of the Amazon Athena connector - which is where all the data is hosted.
Amazon offers a couple of ways to connect to their internal resources:
- IAM username and password
- Token-based authentication i.e. an Access Key
The first and most important point about integrating to PowerBI is that unlike Tableau and other BI tools - we’ve found that it’s a lot easier to use token-based authentication for this purpose. If you try connecting with the IAM method to Amazon Athena from Power BI via ODBC - you get an error like this quite often:
The security token included in the request is invalid
Tallyfy will create and provision the token-based credentials you need as part of the provisioning process for Tallyfy Analytics.
When you provision Tallyfy Analytics you will receive two sets of credentials.
- The AWS IAM login is only used to access the AWS console on the web
- The Access Key and Secret Access Key is what you need to connect to the Athena database with BI tools
You will be given the following from Tallyfy as a substitute for your IAM username and password:
- Access key
- Secret access key
In general - regular IAM user credentials (username + password) should be used only to access resources via AWS console - https://aws.amazon.com/ ↗
For all other integrations (just like this ODBC driver) the external service access keys (Access Key and Secret Access Key) should be used.
Before we begin, make sure you have the following installed on your computer:
Refer to the latest AWS documentation on how to connect to Athena via your BI tool as well, to double check the latest updates.
Remember to save the JDBC driver in the correct directory:
- On Windows: C:\Program Files\Tableau\Drivers.
- On Mac: ~/Library/Tableau/Drivers.
- Open Tableau Desktop and click on “Connect to Data”.
- Select “Amazon Athena” from the options.
- A dialogue box will appear where you’ll enter your Tallyfy credentials including your Access Key ID and Secret Access Key. This ensures secure access to your organization’s files.
- Click “Sign In” and voila! Tableau is now connected to your Tallyfy process data.
- To load the data, select “AwsDataCatalog” under Catalog.
- Then, choose your database under Database.
- Drag and drop your desired data table into the workspace.
- Now, you’re ready to slice, dice, and report on your process data to your heart’s content!
Check out this video tutorial that walks you through the process:
Token-based authentication is recommended over IAM credentials when connecting Tableau to AWS Athena, with access and secret access keys provided by Tallyfy for seamless data integration and troubleshooting connection issues.
Analytics > How Tallyfy Analytics works
Tallyfy Analytics processes data by streaming events in real-time, converting them to Parquet format, storing them in Amazon S3, and enabling access through Amazon Athena for SQL queries and BI tool integration.
Tableau can be integrated with Tallyfy’s workflow system through Amazon Athena drivers to create custom data visualizations and analyze business processes in real-time.
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