Tableau > Connect Tableau to Tallyfy
Connecting Tableau to Tallyfy Analytics requires installing specific drivers and using token-based authentication through Amazon Athena to create visualizations from workflow data.
Troubleshoot issues
When working with Tallyfy Analytics and Tableau, you may occasionally encounter connection issues. This guide provides solutions for common problems and explains best practices for maintaining reliable connections.
Amazon Athena (which hosts Tallyfy Analytics data) offers two authentication methods:
| Authentication Method | Recommended For | Common Issues |
|---|---|---|
| IAM Username/Password | AWS Console access only | Frequent “security token invalid” errors with BI tools |
| Access Key/Secret Key | All BI tool connections | More reliable, fewer token expiration issues |
When Tallyfy provisions your Analytics account, you will receive two distinct credential sets:
- AWS IAM Login - Use only for AWS console access at https://aws.amazon.com/ ↗
- Access Key and Secret Access Key - Use for connecting Tableau to Athena
If you receive errors like “The security token included in the request is invalid”:
- Verify you’re using the Access Key/Secret Key (not IAM credentials)
- Check that your credentials haven’t expired
- Ensure you’re using the correct region setting
Follow these steps when your Tableau workbook loses connection to the data source:
- Open your Tableau workbook with the disconnected data source
- When prompted about the missing data source, select Show Details to view the specific error
- Click Yes when asked if you want to connect to your data
- Select Edit Connection to update your connection settings
- Enter your Access Key, Secret Access Key, and other connection details
- If the connection is successful, your dashboard will refresh with the current data
If the Edit Connection option doesn’t resolve your issue:
- Remove the existing connection completely
- Create a new connection to Amazon Athena
- Re-enter all connection parameters using your Access Key and Secret Access Key
- Reconnect to your data tables
After reconnecting, you may need to correct data type settings, particularly for date fields:
- In the Data Source tab, locate fields like “due_by” and “completed_on”
- Right-click each field and select Change Data Type > Date & Time
- Verify that date comparisons and calculations now work correctly
When sharing Tableau workbooks with others:
- Use Tableau’s Extract feature to create a local copy of the data
- Alternatively, use Published Data Sources in Tableau Server/Online
- For direct connections, ensure recipients have their own Tallyfy Analytics credentials
- Never embed your credentials in shared workbooks
To minimize connection issues:
- Keep Tableau Desktop and drivers up to date
- Use Tableau’s Test Connection feature regularly
- Document your connection settings in a secure location
- Create data extracts as backups for critical dashboards
- Schedule regular extract refreshes if using Tableau Server/Online
If you continue experiencing connection issues after following these steps, contact Tallyfy Support with specific error messages and screenshots for further assistance.
Microsoft Power BI connects to Tallyfy Analytics through Amazon Athena to enable comprehensive workflow data analysis and visualization using token-based authentication and ODBC drivers for secure data access and reporting.
Tableau > Share a Tableau workbook
A comprehensive guide outlining multiple secure methods to share Tableau workbooks externally while protecting sensitive data through disconnection data extraction filtering and server-based publishing options.
The Tableau integration enables direct visualization of Tallyfy Analytics workflow data through interactive dashboards while offering live connectivity drag-and-drop functionality and automated data refreshes for comprehensive business process analysis.
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