Rock U - Reporting - Reporting - Data View Overview

Transcribed Video Content

So let's talk talk about the basics of data views. So data views again is how we filter the rows down to just be the rows that we want. Okay. So let's take a look at that. So one of the foundational data views that we might have is listing out adult members and attendees. Now this example one does ship in, Rock and so it makes a good example for this video. But feel free to to change this. Maybe this isn't a foundational data view for you. So if we, define what adult, members and attendees is, it's gonna be a record status of active, that's important, and a connection status of is attendee or member and in a group type of family with the roles of adult and deceased is false. So, here again, we're just defining that adult is in a group of family with the role of adult and then the member status or connection status of attendee or member. And then certain things record status being active and deceased equals false is just kind of filtering again people who, are active in the database and of course that also means that they're not deceased, hopefully. So let's take a look at that in in in Rock. So data views are gonna be under tools, data views. Okay. So let's look at that foundational data view that actually comes with Rock. So we can kind of see that exact use case, here. Now when we go to click on the details here, we can see, an overview of that data view. And one of the things that I really about this is in the filter section, it actually kind of helps to summarize the filters actually in English. So we can actually read it right here, exactly as it was on that slide actually. And then as we talked about in the strategy section of reporting, we know that data views work on top of each other. Right? So they they're reliant on each other. So here I can see other data views that are actually using this data view also any reports that are using it also. And this is really nice because it helps me determine what's the impact of changing the state of you. Below it, we'll see the results, we'll see the filtered rows. But for now, let's just go ahead and look at click at it and see the state of you in use. Okay. So we have our common things up here, the name, the description. We'll talk about post filter transformations in a separate video. But use categories to help group your data views. That's a really helpful concept, as you start to get more and more of them. Now, the first thing you're gonna do and the most important thing you're gonna do when you start creating your data view is you need to say what is it gonna apply to? So which entity are we actually reporting on? Now, most of the time that's gonna be person or group but you can actually do a data view on any entity type within Rock which is super powerful. In a lot of products, you're basically able to report on on maybe people and groups, but in this one you literally you can report on anything. And they all work pretty much the same. Okay. So next, we just cut to the chase with our filters here. Now, a few things before we start looking at the specific filters is we look at the grouping here. So all these filters are gonna show if all of these are true. Okay? So they all have to be true. So it's an implied and logic. So it's this filter and this filter and this filter and this filter must be true. You can reverse that and say any which is more of an or logic. And you can reverse the the test to see if it's false or not. But for the most part, , and and trues is kind of where you start with. Now we look at each of the each one of these filters and if we click on them, we'll see some more details. So basically, what we're looking at is a filter type of person fields and we're gonna look at specifically the field of record status and it must be active. Okay. Next, we look at another one. Again, looking at person fields and this time we're looking at for a connection status is member or attendee. Now, this one's gonna be a little bit different. It's not a person field. Instead, it's in group of group type because again, we want to test for a role of adult in a family. So we pick group type. And notice when we do this group type, we actually get a lot of other filtration settings. So when you look at each one of these filters, some are simple these first two but some can get more complex this one. So in this case, we picked a group type of family with the role of in this case just adult. But notice we could actually look at at the group member status too. So we could look at active, inactive or pending folks too. But in this case, we don't. We choose not to filter on that. And then we're deceased as false. So this is just a check. And most of time you're gonna be inactive if you're deceased but that's not a % always the case. You could have some bad data. And so we just want this especially in this foundational view to be a check because now that we build on top of it, we never have to worry about having deceased people show up in in reports based on this one. Okay. So let's look at a few other, filter types while we're in here. Okay. So person field is one of the most, commonly used. Now, another one is an existing data view and that's where we're gonna we're gonna use this one. We want to base this data view on top of another data view. So if you go back to our strategy slide where we had those data views building on each other, this is where we're gonna link that up. So we're gonna say, hey, this data view is, dependent upon this other data view. You could also do the reverse which is pretty cool. So it's , I want all the people who are not in this other data view. And then underneath that, you'll see some additional filters. Now some of these might seem to be properties, age, but remember in Rock age is not a property. Birth date is a property. Age is a dynamically computed column so that's why we have a specific one. But you have other ones campuses campuses, campus campuses distance from a point or or location in a group of group type in a in a specific group. Lots of different options. So one of the things I'd highly recommend for you to do is to step through this list and just kind of see all the different tools that you have in your tool belt hill TubeBelt. So let's go ahead and cancel out of this one. Now as we mentioned, there's a couple data views that use this one. So one is additionally adding a male filter and another one is adding additional female filters. So let's go ahead and look at those. And all I want to do is show you how simple these are. Okay. So the first filter is gonna be included in adult member and attendees data view. Okay. And so we saw that in existing data view and we pick it. Then all we're doing is adding, a check for gender equals female. So again, we're inheriting a whole bunch of logic from this one and just simply adding a gender check here. And that's where the power of data views comes from. Okay. So that's a very, basic look at data views and we'll have some other videos that we just dive in a little bit deeper into some other concepts within data views.