Add ActiveRecordsOverTime

Author: jkrrv

ActiveRecordsOverTime.sql

@@ -0,0 +1,73 @@
+-- Pckgd
+-- Title: Active Records Over Time
+-- Description: Tracks the number of active records per year based on 2025 definition of active.
+-- Updates from: GitHub/TenthPres/TouchPointScripts/ActiveRecordsOverTime.sql
+-- Author: James at Tenth
+
+
+WITH FamiliesGiving AS (
+    SELECT YEAR(cc.ContributionDate) AS ActivityYear, p.FamilyId
+    FROM dbo.Contribution cc WITH (NOLOCK)
+             JOIN dbo.People p WITH (NOLOCK) ON p.PeopleId = cc.PeopleId
+    WHERE cc.ContributionTypeId IN (1,5,8,9,10,20)
+      AND p.IsDeceased = 0
+    GROUP BY YEAR(cc.ContributionDate), p.FamilyId
+    HAVING COUNT(*) >= 1
+),
+      PeopleFromGiving AS (
+          SELECT fg.ActivityYear, p.PeopleId
+          FROM FamiliesGiving fg
+                   JOIN dbo.People p WITH (NOLOCK) ON p.FamilyId = fg.FamilyId
+          WHERE p.IsDeceased = 0
+      ),
+      Attenders AS (
+          SELECT YEAR(a.MeetingDate) AS ActivityYear, a.PeopleId
+          FROM dbo.Attend a WITH (NOLOCK)
+                   JOIN dbo.People p WITH (NOLOCK) ON p.PeopleId = a.PeopleId
+          WHERE a.AttendanceFlag = 1
+            AND p.IsDeceased = 0
+          GROUP BY YEAR(a.MeetingDate), a.PeopleId
+          HAVING COUNT(*) >= 2
+      ),
+      LegacyRegCount AS (
+          SELECT YEAR(rd.Stamp) AS ActivityYear, rd.UserPeopleId AS PeopleId, COUNT(*) AS rCount
+          FROM dbo.RegistrationData rd WITH (NOLOCK)
+                   JOIN dbo.People p WITH (NOLOCK) ON rd.UserPeopleId = p.PeopleId
+          WHERE rd.UserPeopleId IS NOT NULL AND rd.Completed = 1 AND p.IsDeceased = 0
+          GROUP BY YEAR(rd.Stamp), rd.UserPeopleId
+      ),
+      FormsRegCount AS (
+          SELECT YEAR(rp.CompletedDate) AS ActivityYear, rp.PeopleId, COUNT(*) AS rCount
+          FROM dbo.RegPeople rp WITH (NOLOCK)
+                   JOIN dbo.People p WITH (NOLOCK) ON rp.PeopleId = p.PeopleId
+          WHERE rp.PeopleId IS NOT NULL AND rp.[Status] = 2 AND p.IsDeceased = 0
+          GROUP BY YEAR(rp.CompletedDate), rp.PeopleId
+      ),
+      RegistrationCount AS (
+          SELECT ActivityYear, PeopleId, SUM(rCount) AS rCount
+          FROM (
+                   SELECT ActivityYear, PeopleId, rCount FROM LegacyRegCount
+                   UNION ALL
+                   SELECT ActivityYear, PeopleId, rCount FROM FormsRegCount
+               ) r
+          GROUP BY ActivityYear, PeopleId
+      ),
+      Registrants AS (
+          SELECT ActivityYear, PeopleId FROM RegistrationCount WHERE rCount >= 2
+      ),
+      PPL AS (
+          SELECT ActivityYear, PeopleId FROM PeopleFromGiving
+          UNION ALL
+          SELECT ActivityYear, PeopleId FROM Attenders
+          UNION ALL
+          SELECT ActivityYear, PeopleId FROM Registrants
+      ),
+      DistinctPPL AS (
+          SELECT ActivityYear, PeopleId
+          FROM PPL
+          GROUP BY ActivityYear, PeopleId
+      )
+ SELECT ActivityYear, COUNT(*) AS ActiveCount
+ FROM DistinctPPL
+ GROUP BY ActivityYear
+ ORDER BY ActivityYear DESC