Advancement Analytics for CognosAdvancement Analytics for Cognos 1.2 Release Guide | Introduction 5...

Advancement Analytics for CognosAdvancement Analytics for Cognos 1.2

Release Guide

Release 1.2July 2014

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Revision History

Publication Date Summary

July 2014 New version that supports Advancement Analytics for Cognos 1.2 software.

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Contents

Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Cognos components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Warehouse components. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

BPRA hardware and software recommendations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Cognos documentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

New Cognos Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

New Shared Prompts dashboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

New reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Data enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

New or changed EDW Extract Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

New or changed Parameter Maps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

New and changed star ERD diagrams . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Changed business concepts and data enhancements . . . . . . . . . . . . . . . . . . . . . . 14

Added Advancement Pyramid data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Added Combined Spousal Giving data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20

Added ability to group Campaigns . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Added Name and Salutation data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Added ability to exclude Gift and Pledge Types . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

Added Last Gift and Pledge Indicators and Dates . . . . . . . . . . . . . . . . . . . . . . . . . 26

3vancement Analytics for Cognos 1.2 Release Guide | Contents

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Updated Proposal Associations to Prospects/Program Prospects . . . . . . . . . . . . 26

Fixed Prospect Assigned Indicator (Banner only) . . . . . . . . . . . . . . . . . . . . . . . . . 26

Added ability to group Primary Entity Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Added Contact Source (Banner only). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Exposed Proposal Comment query item (Banner only) . . . . . . . . . . . . . . . . . . . . . 27

Added Giving Transaction Entry Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Added Designation data items (Advance only) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Added Gift Society data items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Added Constituent data items. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Improved performance of Entity List load in reports . . . . . . . . . . . . . . . . . . . . . . . 29

New and Changed Objects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Resolutions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

4vancement Analytics for Cognos 1.2 Release Guide | Contents

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Introduction

Advancement Analytics for Cognos (AAC) provides the pre-built Cognos Business Intelligence™ components (reports, dashboards, performance charts, and scorecard) that enable you to analyze the advancement warehouse information. AAC used with Banner Enterprise Data Warehouse (Banner EDW) makes up the Advancement Performance (AP) solution. Banner EDW includes the components that support loading and maintaining the optional Advancement content into the warehouse. You can load data into the warehouse from either an Advance or Banner source database.

This release guide covers the new features and enhancements added with AAC 1.2 and Banner EDW 8.4.4/8.4.4a.

Prerequisites

This prerequisite information was current when AAC 1.2 was first released in June 2014. If you are installing AAC for the first time after June 2014, refer to the Banner Performance Reporting & Analytics (BPRA) Resource Guidelines document for the most current information about BPRA, Banner, and Third Party product dependencies and compatibility for this release. You can download the BPRA Resource Guidelines document from the Ellucian Support Center under the “Advancement Analytics for Cognos” Documentation Library.

Advancement Analytics for Cognos 1.2 requires the following products pre-installed:

For a Banner source database

• Banner ODS 8.4.1 with the following patches applied:

• p1-1cz5dbs_ods8040106

• p1-1dvf1jl_ods8040109

• pcr-000107227_ods8040118

• Banner EDW 8.4.4 with the optional Advancement component

• Banner Advancement 8.6.1 (minimum release)

For an Advance source database

• Banner EDW 8.4.4a sourced by Advance database

• Advance 9.8.1 (minimum release)

5vancement Analytics for Cognos 1.2 Release Guide | Introduction

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Related documentation

You can refer to the following documents for more details about the related Cognos and warehouse components. You can download these documents from the Ellucian Support Center under the “Ellucian Advancement Analytics for Cognos” and “Banner Enterprise Data Warehouse” Documentation Libraries.

Cognos components

• AAC Handbook 1.2 for complete information about the Advancement Analytics for Cognos product.

• AAC Installation Guide 1.2 for instructions about performing a fresh install of AAC 1.2.

Warehouse components

• Banner Enterprise Data Warehouse Administration Guide 8.4.48.4.4a for information about the warehouse architecture and maintaining the warehouse using the Administrative User Interface.

• Banner Enterprise Data Warehouse User Guide 8.4.48.4.4a for information about the EDW business concepts and cubes, and setting up the warehouse.

• Banner Enterprise Data Warehouse Stars Reference Guide 8.4.4 for details about the star data models.

• Banner Enterprise Data Warehouse Release Guide 8.4.48.4.4a.

BPRA hardware and software recommendations

• BPRA Resource Guidelines for hardware and software recommendations.

Cognos documentation

For more information about the Cognos Business Intelligence (BI) software, you can access the complete set of Cognos BI documentation from the IBM Knowledge Center at the following web address:

http://www-01.ibm.com/support/knowledgecenter/?lang=en#!/SSEP7J/welcome

6vancement Analytics for Cognos 1.2 Release Guide | Introduction

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New Cognos Content

New Shared Prompts dashboards

A new type of dashboard called a “Shared Prompts” dashboard was added with this release. A Shared Prompts dashboard does just what its name implies: shares prompts across all performance charts included in the dashboard. This type of dashboard allows you to select values for the shared prompts, submit them, and simultaneously update all of the performance charts in the dashboard. These dashboards are located in the Public Folders > Advancement Performance > Dashboards folder when the product is installed.

The following multi-page Shared Prompts dashboard was added. This dashboard includes three pages of performance charts: Prospects, Proposals, and Contacts.

• Analyze Pipeline Trends

The following single page Shared Prompts dashboards were also added.

• Analyze Campaign Progress

• Analyze Fundraiser Pipeline

• Director of Advancement

• Front-Line Manager

• Front-Line Staff

• Prospect Researcher

Refer to the “Dashboards and Performance Charts” chapter of the AAC Handbook for complete information about these dashboards.

The following picture illustrates the new Analyze Pipeline Trends Shared Prompts dashboard and highlights some of its features.

7vancement Analytics for Cognos 1.2 Release Guide | New Cognos Content

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Figure 1: Sampled Shared Prompts Dashboard

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New reports

The following reports were added with this release. These reports are based on the Analyze Constituent Giving (ACG) package/business concept and illustrate how you might plan and analyze the progress of your fundraising goals in an advancement pyramid.

Refer to the “Reports” chapter of the AAC Handbook for more details about these reports.

Report Description

Fundraising Progress Giving List Detail

This report provides giving transaction details for a list of donors for a specified fundraising initiative.

Fundraising Pyramid Planning Dashboard

This report provides a variety of constituent, prospect and giving transaction related filters that you can use to start identifying potential donors for new fundraising initiatives. The report is an interactive dashboard style report that includes:

• Summary statistics for the population result set

• Performance charts for quick evaluation of overall prior giving characteristics

• A detail list of information for each individual constituent in the population

See report example on next page.

Fundraising Pyramid Planning Population IDs

This report was built to run from within the “Fundraising Pyramid Planning Dashboard” report to generate a list of IDs based on the selected population of that report. The generated Excel file includes Constituent Name, Constituent ID, Entity UID, and Advance ID or Banner PIDM depending on your source system.

Progress to Goal Fundraising Pyramid

This report is intended to illustrate how you can run various fundraising progress reports based on the pyramid structures defined by your institution. You can use this report to view overall progress towards a pyramid-based goal structure for a specified fundraising initiative. You define the pyramid structure using the new data load spreadsheet: WDT_Advancement_Pyramid_Goal.xlsm

9vancement Analytics for Cognos 1.2 Release Guide | New Cognos Content

The following picture illustrates the Fundraising Pyramid Planning Dashboard report.

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Data enhancements

New or changed EDW Extract Parameters

EDW Extract Parameters define various aspects of how to populate the warehouse. They control how certain ETL jobs operate when moving information from the source to the warehouse database.

The following EDW Extract Parameters were added with this release. Refer to the “Set Up Data” chapter of the Banner EDW User Guide or the Banner EDW Administration Guide, review the descriptions of these extract parameters to determine whether you will use them, and change them as needed using the Administrative User Interface (UI).

EDW Extract Parameter Description

CAMPAIGN GROUP NO GROUP

Generates the default value used in the Campaign Group data item for any Campaign codes that are not defined as part of a Campaign Group using the Campaign Group data load spreadsheets.

ENTITY LIST DAYS BACK Limits the entity population lists (Clipboard or Population Selection) that get loaded into the warehouse to improve performance of list retrieval in the FM models. You specify a number of days in the parameter and the ETL job will only load entity lists that were created or updated that number of days before the system date. The default value is “All” which ignores the days back.

EXCLUDE_GIFT_TYPE Defines Gift Types that should be excluded from the pre-aggregated giving history and participation related measures and attributes as well as the lifetime and largest giving measures and the assignment of first or last gift/pledge transactions.

EXCLUDE_PLEDGE_TYPE Defines Pledge Types that should be excluded from the pre-aggregated participation related measures and attributes.

RQPP_AGG_LOAD_INCL_DESG_COLL

Defines designation colleges to be included during the Designation College aggregate loads. Ten additional values were added to this extract parameter to support breaking up the data load into ten separate tables in the warehouse.

11vancement Analytics for Cognos 1.2 Release Guide | Data enhancements

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RQPP_AGG_LOAD_INCL_DESG_DEPT

Defines designation departments to include during the Designation Department aggregate loads. Ten additional values were added to this extract parameter to support breaking up the data load into ten separate tables in the warehouse.

SPOUSEHOLD STATUS Defines the descriptions for the Spousehold Status associated with an entity. The Spousehold Status item is located in the Constituent Spousehold query subject in every advancement related package. You should not change this parameter.

EDW Extract Parameter Description


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New or changed Parameter Maps

Parameter Maps define how certain pieces of information will display in reports that you run against the warehouse.

The following Parameter Maps were added or changed with this release. Refer to the “Set Up Data” chapter of the Banner EDW User Guide or the Banner EDW Administration Guide, review the descriptions of these parameter maps to determine which maps affect data used by your institution, and create your institution’s desired Parameter Map values using the Administrative UI.

Parameter map Description

Current Advancement Campaign

(Changed)

Defines which Campaign codes in your source database to associate with the Current Annual, Current Capital, and Current Comprehensive Campaigns filters located in the Campaign Filters Query Subject in the AFP and ACG packages/business concepts.

This release introduced a new format for the External Code value of this parameter map. You must enter the Campaign codes using the ’string’ format, which lets you define more than one campaign code as the current campaign. You also need to update any existing records to use the string format.

For example, you could define the current campaign by entering the single campaign code in string format: 'ANN06' or by entering a group of campaigns using the string format: 'UCF','EXCEL','ANN07'.

Current Advancement Campaign Group

(New)

Defines which Campaign Group codes to associate with the Current Annual, Current Capital, and Current Comprehensive Campaign Group filters in the AFP and ACG packages/business concepts.

Negative Indicators (0)

(Changed)

Added records to define the description for negative values of the Last Gift Ind and Last Pledge Ind. You do not need to change these values.

Positive Indicators (1)

(Changed)

Added records to define the description for positive values of the Last Gift Ind and Last Pledge Ind. You do not need to change these values.


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New and changed star ERD diagrams

The following stars were added to expand your ability to report on a variety of name attributes and combined spousal giving. The data for these stars is based on existing content from the Advance or Banner Advancement products.

• Entity Name Star

• Entity Salutation Star

• Spousehold Entity Star

All other advancement-related stars were changed to include a new entity dimension.

For more details about the stars, refer to the Banner EDW Stars Reference Guide.

Changed business concepts and data enhancements

Some new areas of data are now available in the AAC business concepts. The following table identifies the new areas of information, the query subjects that were added to the business concepts, and which business concepts they have been added to.

Note: The data models are delivered as part of the Banner Enterprise Data Warehouse release that supports the AAC/AP product. The changes

Primary Entity Type Group

(New)

Defines a group of related primary entity types as a single primary entity category, which gives you the ability to report on that group as one primary entity. For example, you could create a primary entity type group called “Parent-Family” that includes in the entity group all of your Advance Entity Type values or Banner Donor Category code values associated with a family member. This would include code values for Parent, Grandparent, and so on.

Source Donor Relation

(New)

Specifies descriptions for the Source Donor Relation data item, which identifies the giving transaction source donor relationship to the donor of record in context. The parameter is delivered with the necessary values; you do not need to change it.

Parameter map Description


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to the models are included here because they are the basis for the AAC components.

Data Area Query Subject ACG AFP MPP RQPP

Advancement Fundraising Pyramids

Report Studio - Advancement Pyramid

X X X X

Names and Salutation

Constituent Donor/Entity

New query items:

• Primary Entity Type GroupPrimary Entity Type Group Order

New folders:

• Names - PrimaryNames - AllSalutations

X X X X

Combined Spousal Giving (Spousehold)/Spouse

New query subjects:

• Constituent Spouse

• Constituent Spousehold

X X X X

Constituent Counts and Indicators

New query items:

• Spousehold Count

• Spouse Alumnus Indicator and Description

X

X

X X X

X

Constituent Counts and Indicators

New query items:

• Spouse Donor Ind

• Spouse Donor Ind Description

X X X

Giving Transaction Amounts

New query item:

• Entity Spousehold Contribution

New Folder:

• Spousehold Non Match Soft Credit Amounts - by Entity

X X X


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Preferred Address

New Folder:

• Preferred Address Spouse

X X X X

Advancement Activity

New Folder:

• Advancement Activity - Spouse

X X X X

Combined Spousal Giving (Spousehold)/Spouse(continued)

Affiliation

New Folder:

• Affiliation - Spouse

X X X X

Awards and Honors

New Folder:

• Awards and Honors - Spouse

X X X X

Committees

New Folder:

• Committees - Spouse

X X X X

Constituent Interest

New Folder:

• Constituent Interest - Spouse

X X X X

Degree Counts and Indicators

New Folder:

• Degree Counts and Indicators - Spouse

X X X X

Degrees

New Folder:

• Degree - Spouse

X X X X

Exclusions

New Folder:

• Exclusions - Spouse

X X X X



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Gift Society Counts and Indicators

New Folder:

• Gift Society Counts and Indicators - Spouse

X X X X

Gift Society

New query items:

• Gift Society Member NameGift Society Comment

New Folder:

• Gift Society - Spouse

X X X X

Membership Counts and Indicators

New Folder:

• Membership Counts and Indicators - Spouse

X X X X

Spouse (continued)

Membership

New Folder:

• Membership - Spouse

X X X X

Special-Variable Purpose

New Folder:

• Special-Variable Purpose - Spouse

X X X X

Sport Counts and Indicators

New Folder:

• Sport Counts and Indicators - Spouse

X X X X

Sports

New Folder:

• Sports - Spouse

X X X X

Student Activity

New Folder:

• Student Activity - Spouse

X X X X



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Constituent Constituent

New query items:

• Primary Phone Number

• Primary Entity Type Group

• Primary Entity Type Group Order

• Preferred Email Address

X These query items already exist in AFP and MPP.

X

Campaign Campaign Indicators

• Active Campaign Group Ind

X X

Campaign

New query items:

• Campaign Group

• Campaign Group Description

X X

Designation Designation

New query items:

• Designation Full Description

• Designation Fee Required

• Designation Fee Required Description

• Designation User Group

• Designation User Group Description

• Designation Account2

X X

Gift Society Gift Society

• Gift Society Member Name (Banner only)

• Gift Society Comment (Advance/Banner)

X X X X



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Added Advancement Pyramid data

Resolves RPE 1-11386GV

Prior to AAC 1.2, there was a pyramid based only on single campaign codes that tracked progress to goals based on transaction counts and amounts. With this release a new fundraising pyramid structure is introduced that gives you much more flexibility to create fundraising pyramid structures that will track progress to goals for your specific fundraising initiatives such as campaigns, campaign groups, designation colleges, and designations to name a few.

For example, the new pyramid structure lets you track donors or potential donors and their total contributions regardless of how many transactions are associated with them. In this pyramid structure if a donor makes ten $1,000 donations, he will be included in the $10,000 donation range based on his total contribution rather than the $1,000 range based on the individual donation transactions.

You define your pyramid structures in the WDT_Advancement_Pyramid_Goal.xlsm spreadsheet and then use the Progress to Goal Fundraising Pyramid report to specify the pyramid result set based on the pyramid you defined.

Giving Transactions Giving Transaction Dates and Indicators

New query item:

• Transaction Entry Date

X X

First and Last Giving Transaction Dates

New query items:

• Last Gift Date

• Last Pledge Date

New Folders:

• Last Gift Calendar Dates

• Last Gift Fiscal Dates

• Last Pledge Calendar Dates

• Last Pledge Fiscal Dates

X X

Giving Transaction Source Donor

New query item:

• Source Donor Relation

X X



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Refer to the “Set Up Advancement Pyramids” section of the Banner EDW User Guide for more information about this feature.

Added Combined Spousal Giving data

Several spouse-related data items and measures were added to all of the Cognos packages/business concepts. This new data gives you the ability to report on the combined giving for a “spousehold”, which means the giving for both a person entity and his or her current spouse.

The following spousehold attributes were added in the ACG and AFP Cognos packages. These data items make it possible to report on both individual giving for each spouse as well as combined giving for a spousehold.

New data element Description

Spouse Group Identifier Created by concatenating the Entity_UID for an entity and his or her current spouse. When a current spousal relationship exists between two entities, this identifier will provide a means to view the giving history of each individual in a combined fashion as a “spousehold unit”.


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To ensure that you can report on comparable information for an entity/constituent and his spouse, a Constituent Spouse query subject was added to the ACG and AFP packages. This query subject includes the following data items.

Spouse information folder in many query subjects

The following query subjects include a subfolder with data items for the related spouse information.

Spousehold Name A concatenated name of the entity and spouse names. This data element gives you a consistent format for combining the names of an entity and spouse that supports creating reports with one row per spousehold. If the entity is single or a non person or the spouse is a non-entity, the Spousehold Name will simply be the entity’s name.

Spousehold ID Created by concatenating the User ID for an entity and his current spouse with a hyphen between the two IDs. If the entity is single or a non person or the spouse is a non-entity, the Spousehold ID will simply be the entity’s ID.

Spousehold Status Defines the state of the spousehold for every entity (including person and organization) as one of the following values:

• Entity Spouse - both (current) spouses have an Entity record

• Non Entity Spouse - only one spouse has an Entity record; the current spouse data is only an attribute of that individual entity record

• Single - a person entity who has no spouse

• Organization - a non-person entity

New data element Description


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• Advancement Activity

• Awards and Honors

• Affiliations

• Committees

• Constituent Interests

• Degree

• Exclusions

• Gift Society

• Membership

• Preferred Address

• Special-Variable Purpose

• Student Activity

• Sports

Refer to the “Combined Spousal Giving” section of the AAC Handbook for complete information about the this new data.

Spouse Name data item moved

The Constituent Spouse query subject was added to every package (AFP, ACG, MPP, and RQPP) with this AAC release. Prior to this release the Spouse Name query item was included in the Constituent query subject. With this release the Spouse Name item was moved into the Constituent Spouse query subject.

If you created reports with a previous version of AAC that used the Spouse Name data item, you will need to update those reports to use the Spouse Name in the new location in the package.

Spousal Group Identifier data item replaced

Prior to this AAC release, the AFP, ACG, and RQPP packages included a Constituent Relationships - Spouse query subject, which contained one data item called “Spousal Group Identifier”. This data item was replaced by the Spouse Group Identifier item included in the Constituent Spousehold query subject.

If you created reports with a previous version of AAC that used the Spousal Group Identifier data item, you will need to update those reports to use the Spouse Group Identifier in the Constituent Spousehold query subject.


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Added ability to group Campaigns

Resolves RPE 1-11386FF

The Campaign Group feature lets you define a set of related Campaign Codes as a single Campaign Group so that you can report on campaigns at a broader level. For example, you may have a separate campaign code for each college at your institution, such as,’Annual Fund - Business’, ’Annual Fund - Engineering’, ’Annual Fund - Education’, and so on. You can group these codes into one category by defining an ’Annual Fund’ campaign group that includes all of the college campaign codes.

You set up the Campaign Group feature by defining groups in the ’WDT_Campaign_Group.xlsm’ Excel spreadsheet. This centralizes the campaign group data and provides a simple process for defining them. After you set up campaign groups in the spreadsheet, you deploy the spreadsheet to a directory. The next data load will load the campaign groups into the WDT_CAMPAIGN_GROUP dimension table in the data warehouse.

Refer to the “Set Up Campaign Groups” section of the Banner EDW User Guide for more information about how to use the campaign groups feature.

Added Name and Salutation data

Resolves RPE 1-126B7LD and 1-1BZ5QGR

Several new data items related to names and salutations were added to the warehouse and made available for reporting in the presentation layer of the Cognos FM packages. This new data gives you the ability to report on an entity’s full name, combined name, graduation name, various other name components, and salutation information.

Three new folders - Names Primary, Names - All, and Salutations were added to the Constituent query subject in each of the existing Cognos packages/business concepts - ACG, AFP, MPP, and RQPP.


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The following pictures illustrate the new folders and the data items included in them.

New “Names - Primary” folder and data New “Names - All” folder and data


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Added ability to exclude Gift and Pledge Types

Resolves RPE 1-1CHQOKR

Two new EDW Extract Parameters (Exclude_Gift_Type and Exclude_Pledge_Type) were added that let you specify gift and pledge types to exclude from constituent donations when calculating aggregated participation and giving amounts. Using these EDW Extract Parameters is optional.

Refer to the “Set Up Data” chapter of the Banner EDW User Guide for more information about defining these EDW Extract Parameters.

New “Salutations” folder and data


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Added Last Gift and Pledge Indicators and Dates

The source of the Last Gift Date and Last Pledge Date data items were moved from the WAT_RQPP_ENTITY table to the WAT_ANALYZE_FUNDRAISING table. These two dates were also added to the AFP package so can now be used in reports based on AFP.

Two indicators, Last Gift Ind and Last Pledge Ind, and their descriptions were added to the “Giving Transaction Dates and Indicators” query subject in both the AFP and ACG packages. The descriptions for these indicators are defined by the Last Gift Ind and Last Pledge Ind records of the Positive Indicators (1) and Negative Indicators (0) parameter map. You do not need to make any changes to the parameter maps.

Updated Proposal Associations to Prospects/Program Prospects

Resolves Defect 1-14EA53G

The Advance data set up standards dictate that a proposal will only be associated to a program prospect if the proposal has a corresponding proposal purpose record where the program code (and program year) match the program code/program year of the program prospect. If multiple proposal purpose records exist for the proposal, they must all have the same program code/program year as the program prospect. The ETL for the primary Manage Prospect Pipeline aggregate has been updated to ensure the proper association of proposals to either the prospect or program prospect record, as applicable, based on data entry using these standards.

Fixed Prospect Assigned Indicator (Banner only)

Resolves RPE 1-12NM2U1

The Program Prospect Assignment Indicator defines whether a prospect is considered “currently assigned to a fundraiser”. This indicator is based on Prospect Assignment Type code values (from Banner) that you specify in the “Assigned Prospect Assignment Type” EDW Extract Parameter. The indicator will be set to Yes if the prospect has an active assignment with any of the Assignment Type codes defined by the EDW Extract Parameter.

Previously you could only define one Assignment Type code in the Assigned Prospect Assignment Type EDW Extract Parameter. The parameter has been changed so that you can now define multiple Assignment Type values.

Refer to the “Set Up Data” chapter of the Banner EDW User Guide for more information about defining the EDW Extract Parameter.


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Added ability to group Primary Entity Types

Resolves RPE 1-11386F7

The Primary Entity Type Group parameter map was added to give you a way to define a group of related primary entity types as a single primary entity category. This gives you the ability to report on that group of related primary entity types as one primary entity.

Added Contact Source (Banner only)

Resolves RPE IDEA-26813

Banner Advancement converted the Contact Call Report item from a 'LONG' data type to 'CLOB' data type. This change made it possible to bring that data item into the warehouse.

Data from the Contact Call Report is now loaded into the Contact Report Detail query item in the Contact Reports query subject that already existed for the MPP package/business concept. Previously the data item was only populated for Advance sources.

Exposed Proposal Comment query item (Banner only)

Resolves RPE 1-19P6FAP

Banner Advancement converted the Proposal Comment item from a 'LONG' data type to 'CLOB' data type. This change made it possible to bring the Proposal Comment data item into the warehouse from Banner sources and expose it in the MPP package. Previously this item was only populated for Advance sources.


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Added Giving Transaction Entry Date

Resolves RPE 1-UTQ3HL

The Transaction Entry Date data item was added to the Giving Transaction Dates and Indicators query subject in the AFP and ACG packages/business concepts.

This data item will contain a date for any of the following transaction type records:

• Pledge Entry Date

• Gift Entry Date

• Match Claim Entry Date (Advance only)

• Match Gift Entry Date (Advance only)

Added Designation data items (Advance only)

Resolves RPE 1-126B7LD

The following data items were added to the Designation query subject in the AFP and ACG packages/business concepts to enhance your reporting capability with gift accounting.

• Designation Long Description

• Designation Full Description

• Designation Fee Required

• Designation Fee Required Description

Added Gift Society data items

The following data items were added to the Gift Society query subject in all of the packages/business concepts.

• Gift Society Member Name (Banner)

• Gift Society Comment (Advance/Banner)

A a new dimension table, WDT_GIFT_SOCIETY_DETAIL, was also added to store these data items.


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Added Constituent data items

For consistency across all AAC packages, the following data items were added to the Constituent query subject in the ACG and RQPP packages/business concepts. These data items already existed in the AFP and MPP packages.

• Primary Phone Number

• Preferred Email Address

This change addresses part of RPE 1-1AKLC5H. However, because there are still other items in this RPE not yet addressed, the RPE is not closed.

Improved performance of Entity List load in reports

Resolves defect 1-1BYVGNP

Query items associated with data from Clipboard/Population Selection lists were taking a long time to retrieve when running reports because there was a large number of lists getting loaded from the source database.

The Entity List Days Back EDW Extract Parameter was added to allow you to limit the number of lists to load into the warehouse and improve performance of retrieving the related query items. Use this extract parameter to specify the number of days prior to the system date. The ETL will only load lists created or updated during that time period.

Refer to the “Set Up Data” chapter of the Banner EDW User Guide for more information about defining the EDW Extract Parameter.


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New and Changed Objects

The aac10200_changed_objects.csv file includes a list of the Cognos objects (reports, performance charts, dashboards) that were added or changed with this release.

The changed technical objects are part of the Banner EDW. The edw80404_changed_objects.csv file includes a detailed list of the objects (views, tables, columns) that were added, changed, or removed with that release of Banner EDW.

To view these lists, access the edw80404_changed_objects.csv file, which were delivered with your product documentation. You can open the file in Microsoft Excel or a similar spreadsheet application. You can reorganize the columns as needed.

30vancement Analytics for Cognos 1.2 Release Guide | New and Changed Objects

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Resolutions

The Advancement Analytics for Cognos Resolutions Report for 1.2 is a companion to this release guide. The Resolution Report provides summary information about the change requests that are resolved in AAC 1.2. Use the following steps to access the Resolutions Report on the Ellucian Support Center.

1. Go to the Ellucian Client Support web site: http://www.ellucian.com/Solutions/Ellucian-Client-Support

2. Click the Ellucian Hub button to log in to the Ellucian Hub.

3. Sign in to the Ellucian Support Center.

4. Choose the Ellucian Download Center application

or

Choose the Ellucian Support Center application.

5. Select the Documentation Libraries tab.

6. Under Content Search, choose the “Advancement Analytics for Cognos” Documenta-tion Library.

7. Enter “resolutions” as the search criteria, and click Search.

8. The Search Results will display a list of all Banner EDW Resolutions documents. Choose the one for this release.

9. You can then view or download the file.

31vancement Analytics for Cognos 1.2 Release Guide | Resolutions

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