News and Blogs

Pivot table for civi data - example is Month created v Source

This came up as a question for a civi report that could provide a pivot table for contacts created each month v the Source field. Having done most of these bits for other use cases I wanted to confirm this would work here.

This View uses Aggregation feature in Views under Advanced and the Pivot Table module.

To get Aggregation working for Months the recipe I used was 

Using VBO to update address/email Location type

I spotted this on StackExchange and Link was okay with me adding this to the repository here. Link's issue was that he had a bunch of Organization contacts with "Work" addresses that he needed to change to "Main" addresses.

He installed CiviCRM Entity and used VBO and found it gave him a very powerful way to search, filter, and mass-modify the addresses in our database. Here is his recipe:

Getting summary stats for Membership Status changes via a View

A request on StackExchange seemed like a good candidate for a View using Aggregation that would give a count of how many Memberships had changed from eg Grace to Expired in a particular period, and by Membership Type.

Note that you may need to login or Masquerade as user/1 to get access to the Import View interface at admin/structure/views/import.

Confirming attendees at the door - another use for Entity and VBO

Following on the blog by Eileen about using CiviCRM Entities and Views Bulk Operations (VBO) to update start/end dates of civi Relationships in bulk, another client asked for a quick solution for them confirming who attended an event. This was a free event, they had sent out invites, and wanted a quick way to mark people as 'attending' so that they could then bulk update the Pariticipant Status for those who showed up.

Altering CiviCRM data using Views Bulk Operations (Drupal)

It has been possible to make batch changes to CiviCRM data using VBO (Views Bulk Operations) for a while but I only just got around to implementing it for a customer so I am taking the chance to document what I did here!

The recipe is basically

- install civicrm_entity version 2.x & vbo

- create a View

- add and configure the desired 'bulk operation'

And, setting up a View with a bulk operation to modify Relationship End Dates was pretty much that easy


Install CiviCRM Entity version 2.x

Showing blocks on specific Civi pages

Because CiviCRM uses ? in its urls it can get tricky to specify when you want a Drupal Block to show on specific donation or other pages.

A solution we found to work well is the which adds a new Visibility Setting called Query.

There you can set eg id=39 which means if you have Pages set to 'only on the listed pages' and eg civicrm/event/register* then the id=39 should cause it to show only on that Event registration page.