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Query for Everything
Posted: 24 Aug 2018 15:08
by marilyn57
I am trying to make a query that has all the basic facts for each individual and I am stuck on a couple of things. If anyone could help me I would be very grateful.
1. On the columns page, where do I find the record i.d. field
2. How do I add individual columns for individual censuses, ie every one including the 1939, I cant find the census field either. I would want to have the date in the column if found
Any help with this would be greatly appreciated, as I love this programme but sometimes its a little too complicated (or I am a bit thick lol)
Thanks, Marilyn
Re: Query for Everything
Posted: 24 Aug 2018 15:32
by Jane
1. =recordid() in the column expression
2. With the Census problem, do you want a single column with all the dates in or columns with one for each date or simply columns with the Censuses listed?
Have you looked at the Census queries in the Knowledge base there are various examples there.
Re: Query for Everything
Posted: 24 Aug 2018 15:52
by marilyn57
Thanks for replying Jane, I am after individual columns for each census date, with census date in column if I have found a particular census for an individual, (if that makes sense). Thanks
Marilyn
Re: Query for Everything
Posted: 24 Aug 2018 16:37
by tatewise
Sorry for butting in, but from your original request you seem to want every fact recorded against every person.
i.e. Birth, Baptism, each Marriage, each Census, each Occupation, each Residence, Will, Death, Burial, etc.
Or do you only want a 'basic' subset of those facts?
One way to achieve that is to use the standard Publish > Individual Summary Report.
If that includes too many photos or other details not required it can be customised to exclude them.
To include every person, then >> Add All via initial Select Records dialogue.
Another option is the standard Publish > Outline Reports > Ancestor Outline or Descendant Outline.
Then in Report > Options > Main tab set Generations: 1, set both Individual/Marriage Events/Attributes to All, and below set Layout Events and Attributes... to on separate lines.
If it includes too many photos or other details not required it can be customised to exclude them.
To include every person, then >> Add All via initial Select Records dialogue.
Otherwise use the View > Standard Queries > All Facts option, i.e. Fact query instead of Individual query.
Click on the Fact Owner 1 column header to bring the facts of each person together.
That probably has most details you want, but will need customising to include Record Id and sorting into person & date order.
Please say which option you prefer, and what changes you need, so we can talk you through the customisations.
Re: Query for Everything
Posted: 26 Aug 2018 13:06
by marilyn57
Thanks Tatewise, sorry didn't get chance to sort this. I would love eventually to make a query for a spreadsheet that does include everything for everyone, so I can see exactly what I need and fill the gaps in as I go along on the spreadsheet, obviously the spreadsheet would be so big that I would have to do it in stages, but would be ideal to include individual, birth, baptism, marriage, death, burial,(all date and place), parents, etc., all censuses, wills, occupations, etc., View, Standard Queries, All Facts maybe looks like being the one I need. I will try that once I get chance. Thanks again for your help
Marilyn
Re: Query for Everything
Posted: 26 Aug 2018 17:29
by tatewise
Note that the
All Facts query CANNOT include relationships such as parents & children.
If you are going to work in stages, then what many users do is work on say one branch of the family tree, and put each such person in a
Named List within
FH and work through them one at a time.
It is easy to check each person's facts in their
Property Box on the
Facts tab, and check their
Parent/Child relationships.
Once each is completed, they can be removed one by one from the
Named List.
There are also Plugins to help research missing
BMD and
Census facts semi-automatically.
In addition, it is possible to add
To Do Task Notes per
Individual and list them in a
Query or
Report.
These latter tactics focus on what is missing rather than what you already have researched.
BTW: I have just notice that this is closely associated with your earlier
Adding Dates to a Query (14863).
So presumably the
Query you require must be consistent with the external
Spreadsheet you are already using.
i.e. The
Rows and
Columns of the
Query Result Set and the
Spreadsheet must be essentially the same.
I guess the
Spreadsheet has one
Row per
Individual with a
Column for
Name and one for
Record Id.
Are there other
Columns for
Father,
Mother, and facts such as
Birth,
Baptism,
Marriage,
Will,
Death,
Burial?
However, I doubt there is a
Column for absolutely every type of fact in your data.
We also need to know how you cater for facts such as
Marriage,
Divorce &
Census that occur more than once.
Is there a separate
Column for each occurrence?
i.e.
1st Marriage,
2nd Marriage,
Census 1841,
Census 1851,
Census 1861, etc?
Re: Query for Everything
Posted: 27 Aug 2018 14:48
by marilyn57
Thanks Tatewise, yes I have a line for each individual and a column for each basic fact starting from birth to burial, parents etc., a column for each census. When a person has married twice I actually type in another line for the individual, exactly the same but with the name of the other spouse. Or just leave a comment. I am going to try all the things you mentioned, and just want to say thanks again for all your help. I need to customise the property box to include flags too but I think I have asked how to do this a while ago and was talked through it. The flags tab got took off though and I havent had chance to put it back on yet
Marilyn
Re: Query for Everything
Posted: 28 Aug 2018 11:17
by tatewise
OK, given that more specific requirement, ignore all the recent suggestions for Reports and All Facts query.
You can only use an Individual type Query where each Columns tab definition matches your Spreadsheet columns.
To include a Column for Record Id use the =RecordId() function.
Exactly as used in the standard All Individuals query - plagiarization works well in FH.
To include a Date Column for the 1841 Census use the %INDI.CENS[year=1841].DATE% data reference.
Repeat that with index for [year=1851] then [year=1861] through to [year=1939] for the other years.
I hope that answers your original question, and that you see how important it is to include specific requirements such as the external Spreadsheet.
BTW: You could have multiple Columns for multiple Marriages if that would be better.