Diagrams & custom source

jbrooks · Post by **jbrooks** » 18 Jun 2016 15:45

I have created a text scheme for a diagram in V6.2.2 using "all events and attributes" and one of my sources is a custom source.

The name of the custom source is on the diagram although not the text; can I/how could I include the text on the diagram?

Thank you.

Post by **tatewise** » 19 Jun 2016 10:07

The All Events and Attributes text scheme has very limited customisation options.
Please explain how you have customised it to show the custom source, with the Edit Text Scheme Item dialogue Template and I can probably explain how to add the Text From Source field, if that is what you mean by 'the text'.

jbrooks · Post by **jbrooks** » 19 Jun 2016 14:58

Hi Mike,

I have not customised The All Events and Attributes text scheme although used this as-is.

This is displaying on the diagram most of what I need with an exception of text that I have created in a custom source.

So the All Events is working for me but not with the custom source I created.

Thank you Jonathan.

Post by **tatewise** » 19 Jun 2016 15:12

Hi Jonathan, I need more details of where your custom source exists in the data staructure.
Privide a full Data Reference or attach a screenshot that shows where it appears in FH.s

Originally you said "The name of the custom source is on the diagram" so is that not the case?

jbrooks · Post by **jbrooks** » 19 Jun 2016 16:56

Hi Mike,

I have attached a screen shot of the diagram that shows the entry "overseer of the porr 1813" although no the text of the entry. The second attachment is an all records view including the text.

Help very much appreciated.

jbrooks · Post by **jbrooks** » 19 Jun 2016 17:03

2nd attachment

Post by **tatewise** » 19 Jun 2016 17:18

OK, Overseer of the poor is a Fact Name just like Born, Bap, brought into congregation, and Marr.

Apart from the Date: 1813 there is no Fact text in the Overseer of the poor, only Source citation details, which are never displayed by the All Events and Attributes text scheme.

If you enter details on the Facts tab for Overseer of the poor, similar to brought into congregation. i.e. Place and Note text, then it will appear similar to the brought into congregation and Marr facts.

In other words, look at the Facts tab of the Property Box. The Date, Place, Note, etc, text shown below each Fact will show in Diagram, but details in the yellow Sources For pane will not.

jbrooks · Post by **jbrooks** » 20 Jun 2016 12:03

Thanks Mike working now for me.

jbrooks · Post by **jbrooks** » 08 Jul 2016 20:51

Hi Mike,

I removed "the all events" from the "edit text scheme" in the diagram options. This removed some erroneous data in he diagram and is working fine. I then created events and custom queries for the events "congregation" and "OSOTPoor". These were then in the "edit text scheme" as options to select. These were added in the "edit text scheme" to the diagram and worked fine. I then wanted to include census data on the diagram although the standard "census" options in the "edit text scheme" did not provide all the data associated with the "fact". So I created a custom query "census detail" although this is not in options of the "edit text scheme". Whereas the "congregation" and "OSOTPoor" are. The custom query for "census detail" works fine when tested after creation.
As always any help appreciated.
Kind regards Jonathan.

Post by **tatewise** » 08 Jul 2016 21:11

Queries are totally independent of and unrelated to Diagrams. It is only the custom Events defined via Tools > Fact Types that added Items to the Text Scheme options.

But, in the same way you customised Queries with Data References to include any data, you can customise Items in Text Schemes with Data References to include any data.

You either need to Edit the standard Census items or add custom Items and Edit them.
To help me give more precise advice, what data is missing from your Census items?

BTW: I hope you have created a custom Text Scheme rather than Edit the Standard Text Scheme for All Events and Attributes.

AdrianBruce · Post by **AdrianBruce** » 09 Jul 2016 11:58

tatewise wrote:... BTW: I hope you have created a custom Text Scheme rather than Edit the Standard Text Scheme for All Events and Attributes.

I think this isn't the first time you've (sensibly) advised this. Do you think there's any reason why such text schemes shouldn't be read-only (like supplied standard queries)? I know there is an installation settings button - maybe that suffices to protect against any amendments that go too far? Or is that a bit too deep to be easily found?

Post by **tatewise** » 09 Jul 2016 13:13

I have no idea why only Standard Queries are read-only. Only Calico Pie can answer that.
I think all Standard features should be read-only by default, but perhaps with an override option, and advisory message about the consequences and suggesting that a cloned custom version is safer.

jbrooks · Post by **jbrooks** » 09 Jul 2016 16:29

I was using queries to understand the syntax of the expressions and still trying. Yes I dropped the all events for the diagram and selected one close to what I was after as you recommended. I have then added my custom items. I am only using custom items in the modify text although cloned the standard census one by copy and paste into a custom query. I have been experimenting with this expression. The getting the most from FH helpful but cannot see full description of the syntax, perhaps I am looking in the wrong place. Tried searching on here also.

For census my own expression (modified) only produced results (as I wanted) for the first census and not the follow on census for each individual. Modifying the cloned standard for census for age gave a result of all census with the age from the first census in each of the subsequent censuses. Any help on syntax would be appreciated (how do you make it "loop").

I would like the census <date><age><place><address><note> for each individual for each census; that is what I would like to achieve. I could cludge this but really wanted to avoid doing that. This would also mean a lot of data re-entry.

I originally chose FH for its flexibility with charts and at the time was unaware of how powerful it is in terms of flexibility. I think FH is a fantastic product for that reason. Please do not inhibit that in future releases. I will need to think how to carry modifications forward with future releases.

Kind regards Jonathan.

jbrooks · Post by **jbrooks** » 09 Jul 2016 16:32

Meant to add; yes diagram getting big although I got an A1 B&W for £5 from City Print. A0 is approximately £1.50 more. rgds.

PeterR · Post by **PeterR** » 09 Jul 2016 18:17

jbrooks wrote:... Any help on syntax would be appreciated (how do you make it "loop")....

Have you tried searching for loop in FH Help?

Post by **tatewise** » 09 Jul 2016 19:14

OK, places to look for advice on Expressions involving Data References and Functions:

FH Help > Family Historian Help > Using Family Historian > Advanced Topics > Expressions & Contexts of Use.
how_to:understanding_expressions|> Understanding Expressions that leads to Data Refs and Functions.
Most Expression fields have an <<Insert or similar button to open Data Reference Assistant dialogue.

In the Edit Text Scheme dialogue, if you add the Census item, and then use Edit, it offers many clues.

The looping [1+] index will list all instances of any Fact, and should be used for most Items in a Text Scheme.

<date> %INDI.CENS[1+].DATE:COMPACT%
<age> %INDI.CENS[1+].AGE% or %INDI.CENS[1+].DATE:AGE_AT%
<place> %INDI.CENS[1+].PLAC:TIDY%
<address> %INDI.CENS[1+].ADDR%
<note> %INDI.CENS[1+].NOTE2%

jbrooks · Post by **jbrooks** » 14 Jul 2016 20:45

Mike fantastic,

The following expression (please do correct my terminology) worked well and have added the "note2"; all works fine and meets my requirement.

=ExistsText(%INDI.CENS[1+]%,"Census:") %INDI.CENS[1+].DATE% in %INDI.CENS[1+].PLAC% %INDI.CENS[1+].AGE%

Out of curiosity I was trying to display "age:" so I tried a second "=ExistsText" with a modified "%INDI.CENS[1+].AGE%". Template test worked but no data displayed. I then tried to include "%INDI.CENS[1+].AGE%" into the current "=ExistsText"; template test and this failed the template on a couple of tweaks.

I did try the expression "%INDI.CENS[1+].DATE:AGE_AT%" although that did not work, which is okay because I have what I need.

Curious how you come up with this stuff.

FH is perfect as it does what I need.

Kind regards Jonathan.

jbrooks · Post by **jbrooks** » 14 Jul 2016 21:02

Had another thought regarding backups. On each exit of FH I do full backup and also application (Acronis) OS and data backups. For these custom text schemes do I need to consider other backup schemes?

Post by **tatewise** » 15 Jul 2016 14:03

Regarding Diagram Expressions:

I replaced %INDI.CENS[1+].AGE% in your working expression with:

=ExistsText(%INDI.CENS[1+].AGE%,"Age: ")%INDI.CENS[1+].AGE%
and that works perfectly, displaying nothing if the Census Event has no Age entered, otherwise displays Age: followed by the Age field value. May be you got nothing displayed because the Census Events had no Age field values.

Alternatively, the very similar:
=ExistsText(%INDI.CENS[1+].DATE:AGE_AT%,"Age: ")%INDI.CENS[1+].DATE:AGE_AT%
performs similarly for AGE_AT option, but provides an Age based on the Census Date field and Birth Date field.

If you post a copy & paste of what you tried I can advise where you are going wrong.

"Curious how you come up with this stuff."
You must take care to get the syntax (structure) details of the elements correct.
Getting a comma or a bracket or a % sign in the wrong place can make a big difference
The FH Help pages illustrate the syntax and usually give examples.
Practice makes perfect, but I must admit I am a retired computer systems professional.

Regarding Backups of Customisations:
See glossary:backup_and_recovery|> Backup and Recovery for full details.
That identifies What is not backed up by the FH Backup tool, and suggests using the Backup and Restore Family Historian Settings Plugin for all your customised items, and Preferences settings, etc.

jbrooks · Post by **jbrooks** » 18 Jul 2016 20:48

Mike I think I am now getting to grips with this.

Tried your expression and result as I expected. Age label displayed on chart although census label dropped.

Whilst inspecting the chart display noticed that there was no space between two parts of the expression result. On examination of the expression deduced there were two spaces between the 2 different parts of the expression. Removed one space and now a space displayed on the chart.

Working on from this I added in the "gap" between different parts of the expression "age:" and "note:". Perfect result although perhaps a cludge?

I have attached a screen shot fyi and appreciate any comments.

There is other data that I would like to include such as identifying the source material for occupations deduced from say birth certificates and comments on data in sources e.g. citations.

I am not a software professional although, many years ago, written in Pascal and machine code.

Kind regards Jonathan.

Post by **tatewise** » 18 Jul 2016 21:37

Jonathan, it is very difficult to comment when the most important part is missing,
i.e. the Template in the Text Scheme Item.

If you added the =ExistsText(...) function where I suggested in your working Template the Census: label is retained.

Your Census Template could be this slightly revised alternative using the =CombineText(...) function:

=ExistsText(%INDI.CENS[1+]%,"Census:") %INDI.CENS[1+].DATE% in %INDI.CENS[1+].PLAC%=CombineText(", age: ",%INDI.CENS[1+].AGE%,,)=CombineText(", note: ",%INDI.CENS[1+].NOTE2%,,)

To obtain other Data Refs use the << Insert button to invoke the Data Reference Assistant dialogue.
e.g.
Individual + Attributes + Occupation + Source>> + Actual Text gives
%INDI.OCCU[1].SOUR[1]>TEXT% for the Source record Text From Source field.

Family + Events + Marriage + Source>> + Data + Text From Source gives
%FAM.MARR[1].SOUR[1].DATA.TEXT[1]% for the Citation local Text From Source field.

Or whatever other fields you prefer, but if you want them to have a label then use the
=CombineText(", label: ",%DataRef%,,) function as above.

In both cases change the first index to [1+] to loop on all instances of that fact.

jbrooks · Post by **jbrooks** » 24 Jul 2016 17:28

Thanks Mike works perfectly. I did mean to add the expression but forgot. Here is the latest one I m using with address included:-

=ExistsText(%INDI.CENS[1+]%,"Census:") %INDI.CENS[1+].DATE%%INDI.FAMC>CENS.ADDR%=CombineText(", age: ",%INDI.CENS[1+].AGE%,,)=CombineText(", address: ",%INDI.CENS[1+].ADDR%,,)=CombineText(", note: ",%INDI.CENS[1+].NOTE2%,,)

Regards Jonathan.

Post by **tatewise** » 24 Jul 2016 18:04

That is good, but why have you included the %INDI.FAMC>CENS.ADDR% reference to the Parent's Census (family) Address?

It is not usually wise to use the Census (family) event at all because it is not supported by many tools and reports, etc.

jbrooks · Post by **jbrooks** » 24 Jul 2016 20:07

Okay, what should I use Mike. Attachment is the result I am looking for but do not understand the difference?

Thank you

Post by **tatewise** » 24 Jul 2016 21:44

That screenshot does NOT display any address between the date and the age:, which is where %INDI.FAMC>CENS.ADDR% resides, so it is NOT finding any Parent Census (family) event address. Therefore, I suspect you can delete that irrelevant part of the expression.

In my example in %INDI.CENS[1+].PLAC% appears at that point in the expression to display the Place field of each Census instance for the Individual.

The address: displays are correctly using %INDI.CENS[1+].ADDR% which is the Address of each Census instance for the Individual.

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