Question

Photo of Simon C

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A few usage questions

2

Hi,

I have a few questions regarding how to use Rock.


1. At the bottom of my data view pages, I only have an "Expert To Excel" button but the demo site has many more, including "Merge records into merge template".

How do I assign these buttons to my user?


2. I have an account called "Membership". I have a batch called "Memberships 2016". Inside the batch is a single cash transaction for $10 that is assigned to the "Membership" account. I've created a Data View with the following criteria:

    Combined Giving amount total less than $1,000.00 to accounts:Membership. Date Range: Current Year

This shows me the person that has only paid $10 since they're under $1,000. If I remove the $10 transaction (so there's none at all), this person no longer shows up in the data view even though they have a total of $0.

How do I get this person (and any future people) to show up even though they have no transactions?


3. I need to import thousands of rows from an Excel spreadsheet into Rock.

Is Excavator currently the only way to import these fields?


Thanks for any help!

  • Photo of Michael Garrison

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    1. I will confirm when I'm at a computer this morning, but I think that it needs to be a person-type data view, and that you have to select which buttons you want to appear. I may be thinking of a dynamic data block though edit: yep I was thinking of the wrong block, sorry. What security role(s) does your user belong to?


    2. You need to set up your filter (or a filter group) to return "If all of the following are FALSE": "Giving amount is greater than or equal to $0.01" instead of trying to test for $0 contribution = true.


    3. I believe excavator is presently the only import tool for people - are they people rows in Excel or other types of data? I've created custom SQL queries from Excel before to insert other types of data

  • Photo of Simon C

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    1. I honestly have no idea. I guess whatever the default installation comes with for the administrator account. I've been blindly clicking the lock icons whenever I see them and adding View, Edit and Administrate permissions for the user in hopes that it'll bring up the buttons, but no dice.

    2. That's an interesting way to approach it, but it did the trick. Thanks!

    3. Each row in the Excel spreadsheet is a person/family. So row 1 might be "Sam and Carol Jones" and row 2 might be "Harold Collins"