Connect Tableau to Tallyfy

Connecting Tableau to Tallyfy Analytics

This guide explains how to connect Tableau to your Tallyfy process data through Amazon Athena, allowing you to create powerful visualizations and reports based on your workflow information.

Requirements

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

Authentication Overview

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)

Important Note

When Tallyfy provisions your Analytics account, you will receive two distinct credential sets:

• AWS IAM login - Use only for accessing the AWS web console
• Access Key + Secret Access Key - Use for connecting Tableau and other BI tools

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.”

Setup Process

Step 1: Install Required Drivers

Before configuring Tableau, you must install:

1. 64-bit Java - Required for the JDBC connection

   • Download from Java’s official site ↗
   • Complete the installation following the prompts

2. Amazon Athena JDBC Driver

   • Download from AWS Athena JDBC documentation page ↗
   • Install the driver in the appropriate location:
     • Windows: C:\Program Files\Tableau\Drivers
     • macOS: ~/Library/Tableau/Drivers

Driver Updates

Always refer to the latest AWS documentation for the most current driver versions and installation instructions, as these may change over time.

Step 2: Configure Tableau Connection

1. Launch Tableau Desktop
2. Click Connect > To a Server > Amazon Athena
3. In the connection dialog, enter the following information:
   • Server: athena.us-east-1.amazonaws.com (or your specific region)
   • Port: 443
   • S3 Staging Directory: As provided by Tallyfy (typically s3://tallyfy-athena-results/)
   • Access Key ID: Your Tallyfy-provided Access Key
   • Secret Access Key: Your Tallyfy-provided Secret Access Key
   • Region: us-east-1 (or your specific region)
4. Click Sign In

Step 3: Access Tallyfy Data

Once connected:

1. Select AwsDataCatalog from the Catalog dropdown
2. Select your assigned database (typically your organization name) from the Database dropdown
3. You will see available tables containing your process data
4. Drag tables into your workspace to begin analysis

Working with Tallyfy Data in Tableau

Available Data Tables

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

Creating Effective Visualizations

With your Tallyfy data connected, you can:

1. Create process duration visualizations to identify bottlenecks
2. Build user performance dashboards showing task completion metrics
3. Analyze form field data to extract valuable business insights
4. Establish real-time monitoring of active processes

Video Tutorial

The following video walks through the complete connection process:

Troubleshooting Connection Issues

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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