Comparing and merging records

mikegscoles · Post by **mikegscoles** » 14 Jun 2010 12:05

I have a large main file which contains all information about all of my connected families.

I have other smaller files which contain information specific to a particular branch of the family which duplicate information in the main file.

When I update the information from new research I make the changes/additions to the main file.

Is there a way of updating the smaller files without entering the information in all over again.

What I am looking for is a record by record only merge. The answer is probably staring me in the face but I can't see it!

ID:4621

YouTube · Post by **Jane** » 14 Jun 2010 12:18

I have to ask why you have duplicate information in other files.

If it's simply to share with others why not just keep the master information in one file and use the Export/Split Tree functions to copy out information for others when you need to.

If you need to keep multiple copies of the same data just use the split tree or export to export the data you need to transfer and merge it to the other file.

mikegscoles · Post by **mikegscoles** » 14 Jun 2010 13:01

Thanks for the prompt reply Jane.

I believe I need some sort of query to pass the information to the split tree helper?

I can't think how to do this. LastUpdated() would do this if I could isolate records which were changed on a specific date.

YouTube · Post by **Jane** » 14 Jun 2010 14:59

Just save the Last Updated Query as a custom one and add a Row selector where

=lastupdated() is greater than
and add a parameter so it prompts for you to select a date.

mikegscoles · Post by **mikegscoles** » 14 Jun 2010 16:49

That works

Thanks Jane.

davidm_uk · Post by **davidm_uk** » 15 Jun 2010 16:29

What I do if I want to send a bit of my tree to someone is display a diagram of as near that bit as I can, hide any extraneous people in the diagram, select all the people showing in the diagram (just use the mouse and drawer a box around all of them), and then add the selected people to a named list.

Use this named list in the spit tree helper. Easier than constructing a query (well it is if you know as much as I do about queries!).

HTH

David

mikegscoles · Post by **mikegscoles** » 16 Jun 2010 18:10

Thanks David.

That works too and is probably the best way to solve the problem.

Mike

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