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 Donor Information.

 ARD Self Service - BI data model change - Prospect Attributes in Bio Demo.pdf

This document outlines the data model changes for Donor 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.

Cognos Analytics 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:

  1. Applying Templates to Report Properties: A Demonstration
  2. Creating Multi- Tab and Multi-Page Reports: A Demonstration
  3. Advanced Report Building Demo: Creating Reports with Section and Page Breaks
 ARD CORE BI Cognos Analytics ‘How-To’ Videos

 Video Chapters:

  1. How to move default location of Filter Display
  2. Creating Filters that handles ‘Nulls’ and additional Values
  3. Creating Reports with Sections and Subtotals
  4. Grouping Filters to do ‘OR’ Condition
  5. How to setup Advanced Filters
  6. Creating Custom Dynamic Date Filters
  7. How to setup Prompting
  8. How to setup a ‘Contains’ Filter
  9. 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: 

  1. Prerequisite
  2. Connecting to Cognos Data from Tableau
  3. Connecting To Cognos Reports
 Connecting to ARD Self-Service from Power BI  Video on how to use Self-Service in Power BI
 Intro to Cognos Analytics 11.2.4

 Video Chapters:

  1. New UI Walk thru
  2. Using universal Search Bar
  3. Building a Cognos Report
  4. Using Interactive Reports
  5. Bring your own data into Cognos
  6. Modelling your data using Data Module
  7. Creating Dashboards

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

Details

Details

Article ID: 2761
Created
Tue 4/29/25 3:25 PM
Modified
Mon 5/5/25 3:24 PM