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HELP - TREE - NAVIGATING

*You should not manually click on the worksheet tabs at the bottom of the Tree workbook or manually hide or unhide worksheets in any workbook.

CHANGING PRIMARY PERSON:

The "Primary Person" is the current focus of the Tree display in the Tree workbook. All relationships displayed, charts created, and external workbooks will be respective to this Primary Person.

The Primary Person is the person highlighted in yellow. 

To change the Primary Person on the TREE worksheet you can double click on the following to make that respective person the new Primary Person:

1. Person's name (A).
2. Person's ID # in red (B).
3. Person's father's ID # (FID) in blue (C).
4. Person's mother's ID # (MID) in purple (D).
5. The "HOME" option (E) to make the designated Home person the Primary Person. "CTRL+SHIFT+H" = Keyboard shortcut for this option. See HOME for more details.
6. The "SEARCH" option (F) to search your tree for a specific person. "CTRL+SHIFT+A" = Keyboard shortcut for this option. See SEARCH for more details.

 

 

CHANGING WORKSHEETS:

There are (4) worksheets you can access in the Tree workbook: Tree, Chart, Design, and Crop. Below is how you can access each one.  

1. TREE = The home worksheet that you will automatically start on and return to from the other worksheets. To get to the other worksheets do the following:

  • CHART = Double click on "CHARTS" option (A) then run a chart. This will hide the Tree worksheet and display the Chart worksheet.
  • DESIGN = Double click on "DESIGN" option (B). This will display the Design worksheet at the same time as the Tree worksheet.
  • CROP = Once a person has a profile photo you can just click on that photo (C) and it will take you to the Crop worksheet to modify that photo.*This will only work if the Profile photo is a JPG, GIF, or PNG file type. 

 

2. CHART = The worksheet that will display when charts are created. To get to the other worksheets do the following:

  • TREE = Double click on "TREE" (A) OR double click on any person's ID # in red (B) and then click "TREE" to make that person the new Primary Person.  Both options will erase the Chart, hide the Chart worksheet, and then re-display the Tree worksheet. 
  • DESIGN = Double click on "DESIGN" option (C). This will display the Design worksheet at the same time as the Chart worksheet.
  • CROP = Once a person has a profile photo you can just click on that photo (D) and it will take you to the Crop worksheet to modify that photo.*This will only work if the Profile photo is a JPG, GIF, or PNG file type. 


3. DESIGN = The worksheet that will display when you want to change the color schemes for ancestor and descendant charts. To get to the other worksheets do the following:

  • TREE = Double click on "TREE/CHART" (A). This will close and hide the Design worksheet and return you to the Tree worksheet.  This will only work if you accessed the Design worksheet from the Tree worksheet. 
  • CHART = Double click on "TREE/CHART" (A). This will close and hide the Design worksheet and return you to the Chart worksheet.  This will only work if you accessed the Design worksheet from the Chart worksheet. 
  • CROP = You can NOT access this worksheet from the Design worksheet.


4. CROP = The worksheet that will display when you want to crop a profile photo to the ideal aspect ratio. To get to the other worksheets do the following:

  • TREE = Double click on "SAVE" (A) or "CANCEL" (B). This will close and hide the Crop worksheet and return you to the Tree worksheet.  This will only work if you accessed the Crop worksheet from the Tree worksheet. 
  • CHART = Double click on "SAVE" (A) or "CANCEL" (B). This will close and hide the Crop worksheet and return you to the Chart worksheet.  This will only work if you accessed the Crop worksheet from the Chart worksheet. 
  • DESIGN = You can NOT access this worksheet from the Crop worksheet.


CHANGING WORKBOOKS:

There are (3) external workbooks you can access directly from the Tree workbook: Profile, Research, and Add-Ons. Below is how you can access each one.  

1. PROFILE =  Double click on "PROFILE" (A) on the Tree worksheet.  Then click on either "OPEN" or "CREATE". See PROFILE for more details.

*You can directly open an existing profile workbook that was created in the "PROFILES" subfolder of the directory. 

2. RESEARCH = Double click on "RESEARCH" (B) on the Tree worksheet.  Then click on either "OPEN" or "CREATE". See RESEARCH for more details.

*You can directly open an existing profile workbook that was created in the "RESEARCH" subfolder of the directory. 

2. ADD-ONS = Double click on "CHARTS" (C) on the Tree worksheet.  Then click on "ADD ONS". Then select the specific Add-On file you want to run.  See ADD-ONS for more details.

*Add-Ons are separate downloads that will be released when available