* Tools, Working with Data

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Gary Carson
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Tools, Working with Data

Post by Gary Carson » 11 Mar 2016 13:24

A question when accessing various options of the Tools i.e. Tools>Work with Data>Occupation

Once the Occupation List window comes up one of the choices is to look at the Records.
  • Once a record is high lighted/selected, one of the options is to "Go To". Once you "Go To" the Occupation List goes away.
    Is there a way to retain the Occupation List and continue to work with it without having to restart from the beginning?
Gary
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Re: Tools, Working with Data

Post by tatewise » 11 Mar 2016 13:58

Once you have clicked Go To there is no way to retain the Occupations list.

However, instead of clicking Go To button, click the [+] next to the Record to expand the details (rather like expanding folders in File Explorer).
You will be able to see the Occupation facts and click their [+] to expand their details.
When finished, click Cancel and the Occupations list is still available.

Also see fhugdownloads:contents:occupations_report_query|> Query:Individual ~ Occupations Report Query and associated fhugdownloads:contents:individual_occupations_report|> Report Type ~ Individual Occupations.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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Re: Tools, Working with Data

Post by ronk » 11 Mar 2016 16:15

Coming from Legacy Family Tree, one feature of Family Historian I really like is being able to run two instances of the program concurrently. Legacy FT does not permit it because of the way it uses the Windows registry (I think).

FWIW, occasionally when a data screen/list closes in order to use a tool or whatever with it's own screen, I've found running a 2nd instance of FH with the first screen displayed allows a side by side display of what I wish to see. Of course keep in mind you should only 'save' any changes from one of these instances. To be safe, you could even run the second instance from a copy of the FH gedcom.

This pertains to Windows 7 OS, FH 6.1.4 in my case.

Ron
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Re: Tools, Working with Data

Post by tatewise » 11 Mar 2016 16:31

Ron, I suspect why Legacy cannot run more than one instance is because it uses an SQL database engine that locks the data files.

Unfortunately, Gary cannot use your technique because he wants to use the Occupations list interactively to display Records that utilise a particular Occupation value.
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Re: Tools, Working with Data

Post by ronk » 11 Mar 2016 16:42

Sorry, thought it might help.

As to Legacy, so only one instance of the SQL database engine can be running, right? OK, I was mistaken about the registry then.

Ron
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Re: Tools, Working with Data

Post by tatewise » 11 Mar 2016 17:17

Yes, it does help in some circumstances but not in this case.

On further investigation it seems tha Legacy uses either the Microsoft Jet Database Engine or perhaps Visual Basic 6 on a Microsoft Office Access database. The challenge with Relational Databases such as that, is maintaining data integrity with multiple users potentially changing the same fields and relationships. So the easy solution is to only allow one user at a time.

It is possible to run multiple instances of database engines, and it is easy on different databases, but difficult on a shared database.

Multiple access to the Windows Registry is happening all the time in Windows programs.
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Re: Tools, Working with Data

Post by ronk » 11 Mar 2016 19:44

On further investigation it seems tha Legacy uses either the Microsoft Jet Database Engine or perhaps Visual Basic 6 on a Microsoft Office Access database. The challenge with Relational Databases such as that, is maintaining data integrity with multiple users potentially changing the same fields and relationships. So the easy solution is to only allow one user at a time.
I can understand the field/relationship issue muiltiple users of the same Legacy database, but seems restrictive when two different db files are being accessed by the same user, which is what I was suggesting. I suppose if it tags the user to the data in some way then that would make sense. A moot point for me I guess, since my work now will be in FH exclusively for data input.

Thanks,

Ron
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Gary Carson
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Re: Tools, Working with Data

Post by Gary Carson » 11 Mar 2016 20:38

I want to do more than view the expanded record. I want to edit part or parts of the record. I can only edit the record by selecting the record and then clicking "Go To". Once I have then viewed/edited the record, I wish to return to "Records using..."
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Re: Tools, Working with Data

Post by tatewise » 11 Mar 2016 21:02

Did you try the fhugdownloads:contents:occupations_report_query|> Query:Individual ~ Occupations Report Query which lists all the Occupations and the Records that use them, which you can click on to open their Propery Box and edit, whilst still retaining the Query Result Set.

Alternatively, use View > Standard Queries > All Facts, click on the Value column header, and then the Fact Type column header.
Scroll down and all the Occupation facts will be listed together grouped by Value, but not necessarily alphabetically.
Double-click the Fact Owner to open their Property Box and edit, whilst retaining the Query Result Set.

It is easy to create a custom version of that All Facts query to list just Occupations in alphabetical order if necessary.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry

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Gary Carson
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Re: Tools, Working with Data

Post by Gary Carson » 11 Mar 2016 22:06

"Did you try the Knowledge Base > Query:Individual ~ Occupations Report Query which lists all the Occupations and the Records that use them, which you can click on to open their Propery Box and edit, whilst still retaining the Query Result Set."

The suggestion above did exactly what I wanted. I just need to get better at setting up custom queries.
Gary
Win 10, FH 7.0.15

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