Arena Administrators: HTML and SQL (Course #A247)

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1 Arena Administrators: HTML and SQL (Course #A247) Presented by: Erik Peterson Bethany Baptist Church 2017 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of the respective holders.

2 Objective To use HTML and SQL together to get useful information on a dashboard and unlock the power behind a couple of Arena s best kept secrets (RGFQ and HFSP). This session presents the following topics: If desired by class a very brief overview of SQL, in particular how to understand the language and parts of basic queries The basics of using Arena s Report Grid From Query module, with and without a Stored Procedure Using HTML in the Report Grid From Query module to format text, display images, and create links The basics of using Arena s HTML From Stored Procedure Walk through the process of creating a HTML From Stored Procedure module instance. Look at more examples and discuss other uses. 2

3 Structured Query Language (SQL) The bare bones of a SQL database query Examples SELECT: Lists the columns you want to see separated by commas functions, conversions, and formatting can be included as well as naming the column as something. FROM: The database table from which to get the data JOIN (optional): If you pull information from multiple related tables, those tables can be joined on a key field that s the same between the tables WHERE (also optional, but you almost always want it): Filter what data you want to see. ORDER BY (optional): To define a sort order SELECT * FROM core_person SELECT nick_name, last_name FROM core_person WHERE last_name = 'Peterson' SELECT person_id, nick_name + ' ' + last_name AS person_name, DATENAME(MM, birth_date) + ' ' + CAST(DAY(birth_date) AS VARCHAR(2)) AS Birthday FROM core_person WHERE staff_member = 1 ORDER BY last_name SELECT P.person_id, P.nick_name + ' ' + P.last_name AS person_name, P. FROM core_v_person_basic P INNER JOIN core_person_attribute A ON A.person_id = P.person_id AND A.attribute_id = 149 AND A.int_value = 1 WHERE P.record_status = 'Active' ORDER BY P.last_name Returns the entire contents of your core_person table. Lists the nick_name and last_name of everyone whose last name is Peterson. A list of staff members and their birthdays in order by last name. The names and addresses of everyone with an active record and with person attribute 149 currently checked (representing subscribers of an list). Instead of a table, a view is being used which has information from other tables already pulled together (in this case, ). Queries can be built in SQL Management Studio (which is also where you can find the names of tables, fields, etc.). Using a test Arena server is recommended, but SELECT statements are generally safe. 3

Suppress Columns: These columns do not appear on the page but are included in the Excel export.

4 Report Grid from Query Important Module Settings Query (required): A short query can be put directly into this setting, even with HTML formatting. The other option is to enter the name of a Stored Procedure, which is necessary if you use parameters or the query itself is too long. Suppress Columns: These columns do not appear on the page but are included in the Excel export. Parameters (including Current User ID and Selected Person ID): Can come from URL or included in the setting. SELECT L.lookup_value AS Member_Status, count(person_id) AS Record_Count FROM core_person AS P JOIN core_lookup AS L ON L.lookup_id = P.member_status GROUP BY L.lookup_value ORDER BY count(person_id) DESC Hidden Feature: List of Names An RGFQ includes additional features if person_id and person_name columns are included in the query. This includes linking to records, , bulk update, and word merge. But, additional fields are needed for most word merge files to work. 4

5 HTML in RGFQ Example with link and bold (Attendance Summary) modified from a post on the community by Karen Norris. Put HTML code in single quotes (along with any other text you may want to simply display) <a href= /default.aspx?page=[page_id] &hardcoded_variable=some_id &variable_from_query= + CONVERT(varchar(12),id_field) + > + name_field_to_display + </a> bold Text + bold_field + SELECT '<a href="/default.aspx?page=1115&occurrenceid= ' + CONVERT(varchar(8),occurrence_id) + '">' + occurrence_name + '</a>' AS Class, Convert(varchar, occurrence_start_time, 101) AS Date, CONVERT(varchar(6),attendance) AS attendance FROM cust_v_occurrence_group WHERE occurrence_start_time > getdate() 7 AND occurrence_end_time < getdate() AND attendance > 0 AND group_id = 6 UNION ALL SELECT 'total Sunday School', '', '' + CONVERT(varchar(6),SUM(attendance)) + '' AS attendance FROM cust_v_occurrence_group WHERE occurrence_start_time > getdate() 7 AND occurrence_end_time < getdate() AND attendance > 0 AND group_id = 6 (this happens to be Easter, when there was no Sunday School) 5

Example with colored text (Event Timeline) <span style= color: #00b050; >Green Text</span> <span style= color: #c00000; >Red Text</span> <span style= color: #0070c0; >Blue

6 Example with colored text (Event Timeline) Green Text Red Text Blue Text Color codes can be found at various websites or using Arena s HTML editor, such as on the New Communication page. This Stored Procedure available at: goo.gl/guwx7p. 6

Example with images (Compassion Ministry) This SQL excerpt (taken from a process using Assignment custom fields) shows how to display an image from the images folder on the Arena server based on data

7 Example with images (Compassion Ministry) This SQL excerpt (taken from a process using Assignment custom fields) shows how to display an image from the images folder on the Arena server based on data in the query. In this example, some images are added and some are already there, and text does appear when hovering over the image with a mouse. SELECT, CASE WHEN dbo.cust_funct_asgn_cfv(a.assignment_id,301) = 'Financial' THEN '<abbr title="financial"><img alt="" src="/images/money.png" /></abbr>' WHEN dbo.cust_funct_asgn_cfv(a.assignment_id,301) = 'Physical' THEN '<abbr title="physical"><img alt="" src="/images/hammer.png" /></abbr>' ELSE dbo.cust_funct_asgn_cfv(a.assignment_id,301) END AS [Type], CASE WHEN A.state_id = 100 THEN '<abbr title="pending"><img alt="" src="/images/yellowbutton.gif" /></abbr>' WHEN A.state_id = 140 THEN '<abbr title="approved"><img alt="" src="/images/greenbutton.gif" /></abbr>' WHEN A.state_id = 141 THEN '<abbr title="complete"><img alt="" src="/images/check.gif" /></abbr>' WHEN A.state_id=142 THEN '<abbr title="denied"><img alt="" src="/images/delete.gif" /></abbr>' ELSE '' END AS Process_State 7

8 HTML from Stored Procedure To use the HTML From Stored Procedure to display something on the page, you need a query in the Stored Procedure that returns one cell called html. Basic Example (1 random prayer request) Build query and test results SELECT TOP 1 PR.first_name + ' (' + S.lookup_value + ') ' + CONVERT(varchar(max),PR.request_text) AS [html] FROM pryr_request PR LEFT JOIN core_lookup S ON S.lookup_id = PR.source_luid WHERE PR.expire_date > getdate() AND PR.is_public = 1 ORDER BY NEWID() Make it a Stored Procedure Setup Module CREATE PROCEDURE int = 1 AS SELECT TOP 1 PR.first_name + ' (' + S.lookup_value + ') ' + CONVERT(varchar(max),PR.request_text) AS [html] FROM pryr_request PR LEFT JOIN core_lookup S ON S.lookup_id = PR.source_luid WHERE PR.expire_date > getdate() AND PR.is_public = 1 ORDER BY NEWID() Celestine (Communication Card) Please continue to pray for job research. 8

9 Example with table formatting (1 random prayer request) Tip: Build a table with Arena s HTML editor (New Communication page) with the formatting you want, then copy/paste HTML into SQL Management Studio and merge with query. CREATE PROCEDURE int = 1 AS BEGIN SELECT TOP 1 '<table style="width: 400px;" cellspacing="0"> <tbody> <tr> <td style="background color: #bfbfbf; padding: 3px; margin: 3px; border top: 3px solid #3f3f3f; border right: 3px solid #3f3f3f; borderleft: 3px solid #3f3f3f; border width: 3px; border color: #3f3f3f;"> ' + PR.first_name + ' (' + S.lookup_value + ') </td> </tr> <tr> <td style="padding: 3px; margin: 3px; border style: none solid solid; border right: 3px solid #3f3f3f; border bottom: 3px solid #3f3f3f; border left: 3px solid #3f3f3f;"> ' + CONVERT(varchar(max),PR.request_text) + ' </td> </tr> </tbody> </table>' AS [html] FROM pryr_request PR LEFT JOIN core_lookup S ON S.lookup_id = PR.source_luid WHERE PR.expire_date > getdate() AND PR.is_public = 1 ORDER BY NEWID() END 9

10 Using SUBSTRING FOR XML PATH to get data into one cell A query result in one cell separated by commas SELECT SUBSTRING((SELECT ', ' + [fields] FROM [table] JOIN [more tables] WHERE [critiera/connect to record] FOR XML PATH ( '' ) ),2[skip first 2 characters],999999[max length]) AS [html] Thing 1, Thing 2, Thing 3 A query result in one cell separated by HTML line breaks (a little extra is needed to allow for HTML code) SELECT SUBSTRING((SELECT ' ' + [fields] FROM [table] JOIN [more tables] WHERE [critiera/connect to record] FOR XML PATH ( '' ), type).value('.','varchar(max)'),4[skip first characters],999999[max length]) AS [html] Thing 1 Thing 2 Thing 3 10

Example (Staff Birthdays) Show staff birthdays coming up in the next two weeks. CREATE PROCEDURE [dbo].

11 Example (Staff Birthdays) Show staff birthdays coming up in the next two weeks. CREATE PROCEDURE int = 1 AS BEGIN datetime = getdate() datetime = getdate() + 14 SELECT CASE WHEN (SELECT COUNT(person_id) FROM core_person P WHERE P.staff_member = 1 AND P.birth_date <> '1/1/1900' AND ( DATEADD(year, DATEDIFF(year, birth_date) OR DATEADD(year, DATEDIFF(year, birth_date) = 0 THEN '' ELSE '<img alt="" src="/content/htmlimages/public/images/general/happybirthday.png"/> ' + SUBSTRING ((SELECT ' ' + CASE WHEN MONTH(P.birth_date) = MONTH(getdate()) AND DAY(P.birth_date) = DAY(getdate()) THEN '' ELSE '' END + P.nick_name + ' ' + P.last_name + ' ' + DATENAME(MM, birth_date) + ' ' + CAST(DAY(birth_date) AS VARCHAR(2)) + CASE WHEN MONTH(P.birth_date) = MONTH(getdate()) AND DAY(P.birth_date) = DAY(getdate()) THEN '' ELSE '' END FROM core_person P WHERE P.staff_member = 1 AND P.birth_date <> '1/1/1900' AND ( DATEADD(year, DATEDIFF(year, birth_date) OR DATEADD(year, DATEDIFF(year, birth_date) ORDER BY CASE WHEN DATEADD(YEAR, DATEDIFF(YEAR, birth_date) THEN 1 ELSE 2 END, DATEPART(month, birth_date), DATEPART(day, birth_date) FOR XML PATH ( '' ), type).value('.','varchar(max)'),5,999999) + '' END AS [html] END GO 11

Bonus Example (Photo Flash Cards) Quiz staff with a random person s photo. CREATE PROCEDURE [dbo].

12 Bonus Example (Photo Flash Cards) Quiz staff with a random person s photo. CREATE PROCEDURE int = int = 1 AS WITH person AS (SELECT TOP 1 CP.person_id FROM core_person CP JOIN cust_v_person P ON P.person_id = CP.person_id WHERE CP.member_status IN (960,958) AND CP.record_status = 0 AND CP.blob_id <> '' AND P.family_id <> (SELECT family_id FROM cust_v_person F WHERE F.person_id ORDER BY NEWID()) SELECT 'Who is this? Make a guess then mouse over "Name" to see if you''re right. <table> <tbody> <tr> <td rowspan="5">' + dbo.core_funct_person_photo(p.person_id,112,150) + '</td> <td><a href="/default.aspx?page=7&guid=' + CONVERT(varchar(max),P.guid) + '" TITLE="' + P.nick_name + ' ' + P.last_name + '">[Name]</a></td> </tr> <tr> <td><a href="/default.aspx?page=7&guid=' + CONVERT(varchar(max),P.guid) + '" TITLE="' + CASE WHEN P.role_luid = 29 THEN P.marital_status + CASE WHEN dbo.core_funct_spouse(p.person_id,1) LIKE ('%') THEN ' (' + Sp.nick_name + CASE WHEN Sp.last_name <> P.last_name THEN ' ' + Sp.last_name ELSE '' END + ')' ELSE '' END + ' ' + dbo.core_funct_family_child_list(p.family_id) ELSE 'Parent(s): ' + dbo.cust_funct_parent_name(p.person_id) END + '">[Family]</a></td> </tr> <tr> <td><a href="/default.aspx?page=7&guid=' + CONVERT(varchar(max),P.guid) + '" TITLE="' + DATENAME(MM, P.birth_date) + ' ' + CAST(DAY(P.birth_date) AS VARCHAR(2)) + '">[Birthday]</a></td> </tr> <tr> <td><a href="/default.aspx?page=7&guid=' + CONVERT(varchar(max),P.guid) + '" TITLE="' + P.city + '">[City]</a></td> </tr> </tbody> </table>' AS [HTML] FROM person JOIN cust_v_person P ON P.person_id = person.person_id LEFT JOIN cust_v_person Sp ON Sp.person_id = dbo.core_funct_spouse(p.person_id,1) 12

13 Other Live Examples Online Registrations List Global Outreach Partners RSVPs Nursery Cleaning Q & A Class Discussion Notes 13

Erik Peterson Bethany Baptist Church erik@bethanycentral.

since October 2015. He began his involvement with Shelby Systems as a v.

14 Erik Peterson Bethany Baptist Church Erik has served as Director of Technology at Bethany Baptist Church in Peoria, IL since October He began his involvement with Shelby Systems as a v.5 Administrator in 2005 and became an Arena Administrator in He enjoys helping churches to be effective and efficient in their ministry.

Arena Administrator: HTML & SQL Course #A244

Arena Administrator: HTML & SQL Course #A244 Presented by: Arnold Wheatley Shelby Contract Trainer 2018 Shelby Systems, Inc. Other brand and product names are trademarks or registered trademarks of the