31-05-2010, 03:24
One of the problems we often get asked is "How do you work with a selected set of people rather than everyone?"
The context can be reporting or exporting a group people.
The main way to work with groups is by using the groups icon.
1. Start RootsMagic and load your file.
2. Click on the Group icon (a yellow folder with 2 people in it above Index)
this switches to Groups instead of Index.
3. Under Groups click on the other yellow folder with 2 people in it, then select in the pop up "Named Groups" window [+ new]. Browse down to the key person and tick the box beside their name.
4. Then click on [Mark Group] and select in the drop down the appropriate option such as 'Descendants of highlighted person'.
You then get further options to select either 'direct descendants' or 'Descendants and spouse' or 'Descendants and collateral lines'.
5. You also need to click on the number of generations you want.
Then click OK. It will then ask you to enter a name for this group. Then OK the name.
You can the work with the selected group in various ways such as Individual Summaries, Custom Reports, Timelines, Fact Lists and GEDCOM.
For instance if you are working with reports such as Individual Summary you can then select the down arrow under 'People to Include' and choose your named group.
The same applies to GEDCOM, to do this go into file, export, people to export.
Then select the group name you have created.
It will then ask you for a name for the GEDCom file.
If it's a 'one of use' of a selection in GEDCOM then you don't need to create a named group.
1. Do "File > Export GEDCOM" from the RootsMagic menu.
2. Choose the People to export and choose Select from list. RootsMagic will bring up a list of people in the database.
3. Highlight the person you want to have as the starting point
4. Click the “Mark group" button and choose the option of ancestors of highlighted person and choose the option of descendants of highlighted person and choose the appropriate option.
5. Click OK
6. You may want to uncheck your spouse at this point?
7. Click "Export" and save the GEDCOM file.
8. Now create a new database ("File > New") and import the GEDCOM into it
The context can be reporting or exporting a group people.
The main way to work with groups is by using the groups icon.
1. Start RootsMagic and load your file.
2. Click on the Group icon (a yellow folder with 2 people in it above Index)
this switches to Groups instead of Index.
3. Under Groups click on the other yellow folder with 2 people in it, then select in the pop up "Named Groups" window [+ new]. Browse down to the key person and tick the box beside their name.
4. Then click on [Mark Group] and select in the drop down the appropriate option such as 'Descendants of highlighted person'.
You then get further options to select either 'direct descendants' or 'Descendants and spouse' or 'Descendants and collateral lines'.
5. You also need to click on the number of generations you want.
Then click OK. It will then ask you to enter a name for this group. Then OK the name.
You can the work with the selected group in various ways such as Individual Summaries, Custom Reports, Timelines, Fact Lists and GEDCOM.
For instance if you are working with reports such as Individual Summary you can then select the down arrow under 'People to Include' and choose your named group.
The same applies to GEDCOM, to do this go into file, export, people to export.
Then select the group name you have created.
It will then ask you for a name for the GEDCom file.
If it's a 'one of use' of a selection in GEDCOM then you don't need to create a named group.
1. Do "File > Export GEDCOM" from the RootsMagic menu.
2. Choose the People to export and choose Select from list. RootsMagic will bring up a list of people in the database.
3. Highlight the person you want to have as the starting point
4. Click the “Mark group" button and choose the option of ancestors of highlighted person and choose the option of descendants of highlighted person and choose the appropriate option.
5. Click OK
6. You may want to uncheck your spouse at this point?
7. Click "Export" and save the GEDCOM file.
8. Now create a new database ("File > New") and import the GEDCOM into it