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Connecting Tableau to analytics data

Connect Tableau to your Tallyfy Analytics data

Connect Tableau to Tallyfy Analytics through Amazon Athena1 in about 15 minutes. Once connected, you can build visual dashboards from your workflow data - process durations, task completion rates, form field answers, and member activity.

Requirements

  • Tallyfy Analytics subscription activated for your organization
  • Tableau Desktop installed
  • Admin access to your computer (for driver installation)
  • Access Key credentials from Tallyfy Support

Authentication overview

Tallyfy provisions two separate credential sets for Analytics:

Credential typeUse for
IAM Username/PasswordAWS web console access only
Access Key + Secret Access KeyTableau and other BI tool connections (recommended)

Setup process

Step 1 - Install required drivers

  1. Download and install 64-bit Java from Java’s official site ↗. The JDBC connection won’t work without it.
  2. Download the Amazon Athena JDBC Driver from the AWS Athena JDBC documentation page ↗.
  3. Place the downloaded driver in Tableau’s driver directory: C:\\Program Files\\Tableau\\Drivers on Windows or ~/Library/Tableau/Drivers on macOS.

Step 2 - Configure Tableau connection

  1. Launch Tableau Desktop.
  2. Click Connect > To a Server > Amazon Athena.
  3. Enter the Server - use the Athena endpoint for your region (e.g., athena.us-east-1.amazonaws.com or athena.us-west-2.amazonaws.com). Tallyfy Support will confirm your region.
  4. Enter the Port (443).
  5. Enter the S3 Staging Directory provided by Tallyfy (e.g., s3://tallyfy-athena-results/). This is where Athena stores temporary query results.
  6. Enter your Tallyfy-provided Access Key ID.
  7. Enter your Tallyfy-provided Secret Access Key.
  8. Enter the Region matching your server endpoint.
  9. Click Sign In.
Tableau connection dialog for Amazon Athena

Step 3 - Access Tallyfy data

  1. Select AwsDataCatalog from the Catalog dropdown.
  2. Select your assigned database (typically your organization name) from the Database dropdown.
  3. You’ll see available tables containing your workflow data.
  4. Drag tables into your workspace to start building visualizations.
Tableau data source selection showing Tallyfy tables

Working with Tallyfy data in Tableau

Available data

Here’s what your Tallyfy Analytics data covers:

  • Process data - template names, process status, ownership, and completion progress
  • Task data - assignments, due dates, completion timestamps, and task status per step
  • Form field data - questions, answers, and field types collected during workflows
  • Member data - user profiles, activity timestamps, roles, and login history

Each process run is exported as a denormalized dataset - meaning process, task, and form field details are combined into a single flat structure. You won’t need complex joins to build dashboards.

Visualization ideas

Common dashboards Tallyfy customers build:

  1. Process duration charts - identify where workflows get stuck (durations show elapsed time, not effort)
  2. User performance scorecards - task completion rates and average handling times
  3. Form data trends - patterns in customer requests or quality submissions
  4. Process status monitors - current state of active workflows

Video tutorial

This video walks through the complete setup:

Troubleshooting connection issues

If your connection fails, check these in order:

  • Verify your Access Key and Secret Access Key are correct - a single wrong character breaks the connection
  • Confirm the JDBC driver is in the correct folder (C:\\Program Files\\Tableau\\Drivers or ~/Library/Tableau/Drivers)
  • Test network connectivity to the Athena endpoint - corporate firewalls sometimes block it
  • Confirm your Tallyfy Analytics subscription is active
  • Restart Tableau after installing drivers (it won’t detect new drivers otherwise)

Still stuck? Contact Tallyfy Support with the exact error message.

Analytics > Tableau

Tableau connects to Tallyfy Analytics through Amazon Athena, letting teams build interactive…

Footnotes

  1. Amazon Athena is a serverless query service that lets BI tools run SQL queries directly against data stored in S3 ↩

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