HELP - TREE - PROFILE WORKBOOK ACCESS

The Profile workbook is a separate Excel workbook that will link up to the data in the Tree workbook to allow you to create custom "profile" pages summarizing all aspects of a person's life.

Each profile page is a separate worksheet in the workbook that comes formatted to print and will have a series of PAGE OPTIONS at the top to help you customize the page as you wish.

It is a great tool to bring a person's story to life besides just a list of dates and places.

*Profile workbook is also a macro-enabled workbook so be sure to enable macros, content, and editing if prompted.

 

 

CREATE:

You can only create a new profile workbook for someone thru the Tree workbook by doing the following:

1. Make the person you want to create one for the Primary Person.
2. Double click on "PROFILE" (A).
3. Click on "CREATE" (B).

This will make a copy of the Profile workbook template, rename it to the person's ID - Name, and save it to the "PROFILES" subfolder in the directory (C).

*Do NOT rename the file or move it from this location

You will open up to the "MAIN" worksheet. See the MAIN OPTIONS for more details on how to use the workbook.

 

 

OPEN:

There are (2) ways to open an existing profile workbook for someone:

1. Thru the Tree workbook:

• Make the person you want to open a file for the Primary Person.
• Double click on "PROFILE" (A).
• Click on "OPEN" (B).

2. Directly open the file:

The Profile workbook links to the Tree workbook data but you can work on it independently while the Tree workbook is closed.

• Open the applicable file in the "PROFILE" subfolder in the directory (D).

 

  

DELETE:

1. Make the person you want to unlink a file for the Primary Person.
2. Double click on "PROFILE" (A).
3. Click on "UNLINK" (B).

*This step only removes the person's link to the Excel workbook. The file can't be re-linked easily so be sure you want to do this.

4. Manually delete or move the file from the "PROFILE" directory (C).

You can now create a new Profile workbook for the person following the steps above.

*Version 3.0 Profile workbooks will be copied over when you use the "IMPORT TREE" option. These workbooks can continued to be used the same way you did before.

However the Profile workbook has been completely updated and the page setup does not match the older version. Therefore to use the latest version of the Profile workbook you unfortunately will have to unlink the older version and then create a new Profile workbook to start over.