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    How to connect Tableau to your Tallyfy Analytics data

    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.

    Token-based connection to AWS Athena

    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 -

    For all other integrations (just like this ODBC driver) the external service access keys (Access Key and Secret Access Key) should be used.

    ​​ Get the appropriate drivers

    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 data in Amazon Athena

    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 via SQL

    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!

    Check out this video tutorial that walks you through the process: