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CatConnect BI Inventory

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The following are resources for CatConnect BI.

Access Cognos BI through the NUPortal or at https://reporting.northwestern.edu.

About ARD Reporting

ARD Data Dictionary and Model Changes

Resource	Description
ARD Self Service Data Dictionary.xlsx	This Excel workbook provides a way to see the all the descriptions (known as tool tips in BI) of the BI fields available in ARD self-service.
ARD Self Service - BI data model change - Donor Information.pdf	This document outlines the data model changes for Donor Information.
ARD Self Service - BI data model change - Giving Society Prior FY Fields.pdf	This document outlines the data model changes for Giving Society Prior FY.
ARD Self Service - BI data model change - Involvements.pdf	This document outlines the data model changes for Involvement Information.
ARD Self Service - BI data model change - Prospect Attributes in Bio Demo.pdf	This document outlines the data model changes for Prospect Attributes Information.

Upcoming BI Implementations

Resource	Description
ARD Self Service - Known Issues and Content not yet added.pdf
For the 5/5/25 go-live of CatConnect and the ARD Self Service, some fields from the existing CATracks BI are not yet present, but will be added in the near future. This document outlines what we have remaining.

About BAS Reporting

BAS Data Dictionary and Model Changes

Resource	Description
BAS Self Service Data Dictionary.xlsx	This Excel workbook provides a way to see the all the descriptions (known as tool tips in BI) of the BI fields available in the Beneficiary and Stewardee self-service.
BAS Self Service – Data Model – Beneficiary & Stewardee	This document outlines the data model changes for the Beneficiary and Stewardee sections.
BAS Self Service – Data Model – Expendable Funds & Endowment	This document outlines the data model changes for the combination of Expendable Funds and Endowment.

Upcoming BI Implementations

Resource	Description
BAS Self-Service & Reporting – Known Issues and Requested Content	For the 7/14/25 go-live of the BAS Self Service, some fields from the existing requirements are not yet present, but will be added in the near future. This document outlines what we have remaining.

Cognos BI Resources

ARD Core BI GIFs

Resource
Advanced filtering
Basic Dashboard
Basic Filtering & Sorting
Creating a report with template
Design & Preview modes
Involvements and their filters
Saving report to My Content in new folder
Scheduling report as email
Search for report or dashboard
Sharing report results via email
Where to find self service folder

ARD Core BI Recordings

Resource	Description
ARD CORE BI Advanced Reporting Tips & Tricks	Video Chapters: Applying Templates to Report Properties: A Demonstration Creating Multi- Tab and Multi-Page Reports: A Demonstration Advanced Report Building Demo: Creating Reports with Section and Page Breaks
ARD CORE BI Cognos Analytics ‘How-To’ Videos	Video Chapters: How to move default location of Filter Display Creating Filters that handles ‘Nulls’ and additional Values Creating Reports with Sections and Subtotals Grouping Filters to do ‘OR’ Condition How to setup Advanced Filters Creating Custom Dynamic Date Filters How to setup Prompting How to setup a ‘Contains’ Filter How to setup Optional Date Prompt
ARD CORE BI Navigation	Video on how to navigate Cognos BI
ARD CORE BI Report Creation	Video on how to create a report in Cognos BI
Connecting to ARD Self-Service and Reports from Tableau	Video Chapters: Prerequisite Connecting to Cognos Data from Tableau Connecting To Cognos Reports

BAS Core BI GIFs

Resource
Advanced filtering
Basic Dashboard
Basic Filtering & Sorting
Creating a report with template
Page Design & Preview modes
S aving report to My Content in new folder
Scheduling report as email
Search for report or dashboard
Sharing report results via email
Where to find self service folder

BAS Core BI Recordings

Resource	Description
BAS CORE BI Advanced Reporting Tips & Tricks	Video Chapters: Applying a Template After Building a Report Creating Multi-Tab and Multi-Page Reports Building Reports With Sections & Page Breaks
BAS CORE BI Cognos Analytics ‘How-To’ Videos	Video Chapters: How to move default location of Filter Display Creating Filters that handles ‘Nulls’ and additional Values Creating Reports with Sections and Subtotals Grouping Filters to do ‘OR’ Condition How to setup Advanced Filters Creating Custom Dynamic Date Filters How to setup Prompting How to setup a ‘Contains’ Filter How to setup Optional Date Prompt Creating Custom Groups
BAS CORE BI Navigation	Video Chapters: Introduction VPN & Cognos Test Environment To Cognos Team Content Document Folder Self Service Folder Creating and Deleting Folders Using Self-Service
BAS CORE BI Report Creation	Video on how to create a report in Cognos BI
Connecting to BAS Self-Service and Reports from Tableau	Video Chapters: Prerequisite Connecting to Cognos Data from Tableau Connecting To Cognos Reports
Intro to Cognos Analytics 11.2.4	Overview on what's new in Cognos Analytics 11.2.4

Canned BI Reports

Report Number	Report Name	Description
ARD001	ARD001 - Major Gift Commitments Dashboard.pdf	Counts and totals for major gift commitments ($100K+) by Reporting Area with multiple options for filtering and display format.
ARD002	ARD002 - YTD Cash and NGC.pdf	Cash and New Gift & Commitment totals by Academic Organization for prior and current FYTD for the selected fiscal year and month.
ARD003	ARD003 - Campaign Proposal Pyramid Report.pdf	The campaign prospect pyramid report shows a standardized view of campaign activity at Northwestern University

Report Number	Report Name	Description
BAS001	BAS001 - Direct Spending and Transfers	Coming Soon
BAS002	BAS002 - Endowment Spending Balances	Coming Soon
BAS003	BAS003 - Account Level Spending	Coming Soon
BAS004	BAS004 - Financial Summary	Coming Soon

Details

Details

Article ID: 2761

Created

Tue 4/29/25 3:25 PM

Modified

Fri 7/11/25 9:49 AM