HELP - EXTRACT - OVERVIEW

The goal of the Extract workbook is to take the index data from Ancestry or FamilySearch records and move it over to an Excel table.

Then you can utilize Excel tools like sort, filtering, and power query to help get a better understanding of your ancestor's life and to break down research brick walls.

When first opened you will begin on the "RECORD" worksheet. This is the only worksheet you will use in the file.

*Do NOT add or delete any other worksheets in the file.

1. "RECORD" worksheet tab. Do not add or delete any other worksheets.

2. Option buttons - Click on each to activate that respective option:

A. PASTE = Add the copied index data from ANCESTRY or FAMILYSEARCH to the Excel table.
B. ANALYZE = Opens form for more detailed analysis of the data.
C. CLEAR = Removes any filters you have in the Excel table.
D. EXPORT = Opens form to allow you to export data to new Excel file.
E. NEW = Creates a new and blank Extract excel workbook.
F. DELETE = Opens form to delete certain or all data.
G. SOURCE = Change the source of the data between Ancestry & FamilySearch.
H. HELP = Opens form with general help topics and links.

3. Summary cells in green. This will automatically populate when you add, remove, or filter data.

*Do NOT edit these cells or certain options will not work.

4. Description cells in yellow. This will automatically populate when you add the initial data. This data does not always populate properly.

*You CAN edited these cells as you please.

5. Red line in row 7. This is used as a divider from the summary and description cells to the table data.

*Do NOT delete or enter any data into this row.

6. All rows below row 7 will be populated with the data from the index and converted to an Excel table. Headers of the table will show up in row 8 and must remain there.

*You CAN edit the data as you wish including adding and deleting columns from the table.

Worksheet after adding data: