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Connect Tableau to my Tallyfy data

Welcome to Tallyfy - the workflow and approval management solution designed for business users. With Tallyfy, you can unleash the power of your data and gain invaluable insights. In this article, we’ll show you how to connect Tableau to your Tallyfy process data with the help of the Amazon Athena connector. Let’s dive in!

​​ Get Ready to Connect

Before we begin, make sure you have the following installed on your computer:

  1. 64-bit Java - Download it from here.
  2. The JDBC driver - Download it from here.

Remember to save the JDBC driver in the correct directory:

  • On Windows: C:\Program Files\Tableau\Drivers.
  • On Mac: ~/Library/Tableau/Drivers.

​​ Connect Tableau to Tallyfy

  1. Open Tableau Desktop and click on “Connect to Data”.
  2. Select “Amazon Athena” from the options.
  3. 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.
  4. Click “Sign In” and voila! Tableau is now connected to your Tallyfy process data.

​​ Load and Analyze Your Data

  1. To load the data, select “AwsDataCatalog” under Catalog.
  2. Then, choose your database under Database.
  3. Drag and drop your desired data table into the workspace.
  4. Now, you’re ready to slice, dice, and report on your process data to your heart’s content!

Feeling excited? Check out this video tutorial that walks you through the entire process: