How to get started with Data Warehousing within CU*BASE

Data Bootcamp participants, thank you for testing the newest Asterisk Intelligence Product, FILExxDW! Some credit unions have struggled knowing how to begin and where to start. The following video will walk you through the basics of data warehouse authority, tool numbers, and data population into your data warehouse. If you encounter any issues or have any additional questions please contact us at ai@cuanswers.com. We look forward to your feedback!

Data Warehousing Tutorial

data warehouse
Updated
January 9, 2019

Jump into a Dashboard Dive: New/Closed/All Accounts

Jump into a Dashboard Dive: New/Closed/All Accounts

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review CU*BASE tool #552, the New/Closed/All Accounts Dashboard.  Whether you are collecting monthly stats for a board report or analyzing your new and closed accounts, you are going to love this dashboard!  Knowing which products are getting opened or… Read more »

Aug 15, 2019

Interested in Joining the BizLink Advisory Board?

Interested in Joining the BizLink Advisory Board?

CU*Answers is excited to announce our BizLink advisory board for 2019 and 2020!  This board will consist of six CU*Answers credit unions, and will place emphasis on designing the Commercial/Business Member platform and services within CU*BASE. This advisory board will be tasked with documenting native tactics, integration tactics, referral tactics and market intelligence accumulation –… Read more »

Aug 12, 2019

Check Out the Asterisk Intelligence University Courses for August!

Check Out the Asterisk Intelligence University Courses for August!

Each month, CU*Answers University hosts FREE web conferences and in-person events that highlight the many products and services our CUSO offers.  During the month of August, we will be hosting a set of webinars relating to the Asterisk Intelligence Team.  Take a look at the courses we have coming up!   Monday, August 12 9:00… Read more »

Jul 26, 2019

Jump into a Dashboard Dive: Transaction Count by Delivery Channel

Jump into a Dashboard Dive: Transaction Count by Delivery Channel

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #867, the Transaction Count by Delivery Channel Dashboard.  If you have been looking for an easy way to analyze your transaction activity, you need to take a look at this dashboard!  Review monthly transaction counts by origin… Read more »

Jul 25, 2019

Don’t Miss This Week’s Dashboard Dive: Teller Activity Analysis Dashboards

Don’t Miss This Week’s Dashboard Dive: Teller Activity Analysis Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the CU*BASE Teller Activity Analysis Dashboards; tools #844, 845, and 846.  If you have been looking for a way to analyze teller activity, you need to take a look at these dashboards!  Review teller activity by the day… Read more »

Jul 22, 2019

Jump into a Dashboard Dive: Teller Activity Analysis Dashboards

Jump into a Dashboard Dive: Teller Activity Analysis Dashboards

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review the CU*BASE Teller Activity Analysis Dashboards; tools #844, 845, and 846.  If you have been looking for a way to analyze teller activity, you need to take a look at these dashboards!  Review teller activity by the day… Read more »

Jul 18, 2019

Don’t Miss This Week’s Dashboard Dive: Relationship Analysis

Don’t Miss This Week’s Dashboard Dive: Relationship Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #752, the Relationship Analysis Dashboard.  Have you ever wondered how many members you have between the age of 18-25?  Or have you wanted to see a membership break down by age?  Learn how to use this dashboard… Read more »

Jul 15, 2019

Communicate Data Visually to Capture Your Audience’s Attention!

Communicate Data Visually to Capture Your Audience’s Attention!

Don’t forget –  Visual Analytics Tool (VAT) users now have the ability to copy a screenshot of certain data tables in CU*BASE!  These can be pasted into emails and documents, or shared and analyzed. Graphics and charts help your data to speak visually.  They also take time to build and refine.  This extraction method is… Read more »

Jul 12, 2019

Jump into a Dashboard Dive: Relationship Analysis

Jump into a Dashboard Dive: Relationship Analysis

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #752, the Relationship Analysis Dashboard.  Have you ever wondered how many members you have between the age of 18-25?  Or have you wanted to see a membership break down by age?  Learn how to use this dashboard… Read more »

Jul 11, 2019

Don’t Miss This Week’s Dashboard Dive: Loans Paid Ahead Dashboard

Don’t Miss This Week’s Dashboard Dive: Loans Paid Ahead Dashboard

Join the Asterisk Intelligence Team for a Dashboard Dive! Join the Asterisk Intelligence team as they review tool #479, the Loans Paid Ahead Dashboard.  Learn how to utilize this dashboard to identify loans which are being paid off ahead of schedule.  Analyze your portfolio by Loan Category, Purpose Code, or Security Code to see exactly… Read more »

Jul 8, 2019