Connect Tableau to Tallyfy
This guide explains how to connect Tableau to your Tallyfy process data through Amazon Athena, allowing you to create visualizations and reports based on your workflow information.
Before beginning the connection process, ensure you have:
- Tallyfy Analytics subscription activated for your organization
- Tableau Desktop installed (version 10.0 or higher)
- Administrative access to your computer for driver installation
- Authentication credentials provided by Tallyfy Support
Amazon Athena (which hosts Tallyfy Analytics data) offers two authentication methods:
Method | Description | Best For |
---|---|---|
IAM Username/Password | Web console access credentials | AWS Console access only |
Access Key/Secret | Token-based authentication | BI tool connections (recommended) |
Token-based authentication (Access Key + Secret Access Key) is strongly recommended for Tableau connections as it provides more reliable access and avoids common authentication errors like “The security token included in the request is invalid.”
Before configuring Tableau, you must install:
- Download and install 64-bit Java from Java’s official site ↗, following the on-screen prompts. This is required for the JDBC connection.
- Download the Amazon Athena JDBC Driver from the AWS Athena JDBC documentation page ↗.
- Install the downloaded driver in the appropriate Tableau driver directory:
C:\\Program Files\\Tableau\\Drivers
for Windows or~/Library/Tableau/Drivers
for macOS.
- Launch Tableau Desktop.
- Click Connect > To a Server > Amazon Athena.
- In the connection dialog, enter the Server (
athena.us-east-1.amazonaws.com
or your specific region). - Enter the Port (
443
). - Enter the S3 Staging Directory provided by Tallyfy (e.g.,
s3://tallyfy-athena-results/
). - Enter your Tallyfy-provided Access Key ID.
- Enter your Tallyfy-provided Secret Access Key.
- Enter the Region (
us-east-1
or your specific region). - Click Sign In.

Once connected:
- Select AwsDataCatalog from the Catalog dropdown
- Select your assigned database (typically your organization name) from the Database dropdown
- You will see available tables containing your process data
- Drag tables into your workspace to begin analysis

Tallyfy Analytics makes several core tables available:
- processes - Completed and in-progress workflow instances
- steps - Individual task data within processes
- form_fields - Form field values collected during workflows
- users - User activity and participation metrics
With your Tallyfy data connected, you can:
- Create process duration visualizations to identify bottlenecks
- Build user performance dashboards showing task completion metrics
- Analyze form field data to extract valuable business insights
- Establish real-time monitoring of active processes
The following video walks through the complete connection process:
If you encounter connection problems:
- Verify your Access Key and Secret Access Key are entered correctly
- Ensure the JDBC driver is installed in the correct location
- Check that your computer can access the athena.us-east-1.amazonaws.com endpoint
- Confirm your Tallyfy Analytics subscription is active
- Restart Tableau after installing or updating drivers
For persistent connection issues, contact Tallyfy Support with specific error messages.
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