Since Heredis 2017: How works the Dashboard?https://help.heredis.com/wp-content/themes/corpus/images/empty/thumbnail.jpg 150 150 Heredis - Help Knowledge Base Heredis - Help Knowledge Base https://help.heredis.com/wp-content/themes/corpus/images/empty/thumbnail.jpg
Since Heredis 2017: How works the Dashboard?
The Heredis dashboard is a tool that allows you to control your family tree on a daily basis.
The different available indicators, whether quantitative or qualitative, give you a global vision of your genealogical data and also inform you about the progress of your work.
The dashboard can be accessed from the Tools> My Dashboard menu.
It consists of four tabs, My Dashboard, File Info, Statistics and Search Tracking in which Heredis displays indicators, also called widgets, presenting the current state of your family tree.
Simple and detailed widgets
The widgets have a simple view and a detailed view. From the simple view, click the Detail button at the top left to display the detail view. From the detail view, to return to the simple mode, click the Back button on the top left.
Some widgets like NAMES or SOURCES do not have a detailed view. However, you can directly access their respective indexes by clicking the Open the index button.
This allows you to easily find additional information.
Widgets in simple view display a limited amount of information. They feature a button to export the contents of the widget displayed in PDF or PNG format.
Note that as you hover over certain widgets, you have more accurate information. For the widget NAMES for example, when you pass the mouse over a surname, it immediately displays the number of times it has been used in your family tree.
The detailed version of a widget displays additional information about the current status of your family tree.
Each detailed version widget can be exported to PDF via the button . You can then print or transmit it very easily.
If you are working with a large screen or with two screens, you can keep the dashboard open constantly in order to control the progress of your family tree in real time.
The displayed information
The information displayed in the dashboard is by default your entire file, such as the title at the top of the page, as well as the data added today (see example, in the PERSONS widget, the indication « Recently Added »).
To change these options, click the indented wheel button at the top right of the page and select the filters that best fit your way of working:
– Filters showing recent additions: Today / Less than a week ago / There is less than one Month / Less than a year ago.
– Filters on persons: Entire file / Direct line ancestors/ Ancestry.
Then click the VALIDATE button. All widgets in the dashboard are updated according to the options you have chosen.
When you add data, click the button to update your dashboard and have the latest information entered in your file.
My Dashboard Tab
When you access the dashboard, it opens directly on the My Dashboard tab.
This tab is customizable, you can add widgets of your choice, delete those that do not interest you or reorganize them.
- To add one or more widgets, click the + button. (Note, you can also click the button from the other tabs to add the desired widget)
- To remove a widget, click the button in the title of widget
- To rearrange the widgets to suit you, click on the widget banner and without releasing the mouse, drag it to the desired location and then release the mouse.
File Information Tab
From this tab you have an overview of persons, events, sources, places, surnames, given names, occupations, media of your file as well as your Heredis Online data.
To access this page from the dashboard click the File Information button or select the menu Reports> File Information.
The HEREDIS ONLINE Widget
To view the content of this widget, you must be logged in to your account. If you already have an account, click on Connection button and enter your username and password otherwise, create one.
The PERSONS widget
This widget shows the total number of persons in your file and those added recently.
In the simple display, a graph shows the distribution of persons by gender.
By entering the detailed mode, you can access the « Progress » graphic, which informs you about the quality of your family tree and in particular on the percentage of complete persons.
The notion of complete is directly related to Heredis’ preferences. From the menu Heredis>Preferences> Appearance, define what a complete event is for you. Heredis will then take these parameters into the « Progress » chart to determine if an event is complete or not.
The EVENTS widget
The simple version displays the total number of events, the total number of major events and the total number of family events.
The detailed version offers a zoom on the major events and displays in addition to the total number, the oldest event and the most recent event. For each event you
can browse the person concerned with a single click.
The SOURCES widget
The Simple Source Widget presents, in addition to the total number of sources and those recently added, a ring graph that allows you to analyze the quality of your sources.
In this graph, we distinguish sources without media nor note, sources having only one note, sources with only media, and sources with a note and media.
To access the list of all your sources, click the button .
The PLACES, NAMES, GIVEN NAMES, OCCUPATIONS widget
In these widgets, the uses are shown by a word cloud. In this type of representation, the most commonly used places, for example, are displayed with a font size which varies according to the number of uses. When hovering with the mouse, an info bubble indicates the number of uses.
You can directly access the dictionaries by clicking on the button .
In this tab, Heredis offers various genealogical and demographic analysis.
To access this function, from the dashboard, click the Statistics button or Select the Reports> Statistics menu
The different analysis available are grouped into four wigdets, Births and Deaths, Surnames and Given names, Families and Generation count.
In the simple version, these widgets present a simplified graph on births / deaths, the most common surnames, the average age at the first union and the ancestors count of the root person or the central person of your file.
You can easily export each chart displayed in PDF or PNG format by clicking on button located in the title bar, to share it or document your genealogical work.
In the detailed version, each widget gathers different analyzes and displays the graphs and data tables associated with them.
In order to use this data outside Heredis you can:
– export all the charts and data tables of the widget by clicking on the button , located in the title bar of the widget. Heredis displays an overview of the widget you can save to PDF.
– export a specific data table by clicking on the button in the title bar of the data table. Heredis suggests that you save this data in Excel format on your computer. You can then analyze them using your spreadsheet.
Births and deaths widget
This widget contains the following analyses: distribution of births and deaths, life span and census.
You can choose between one display per period with different possible intervals or one display by month according to what you want to highlight from your analysis.
In the Census widget, Heredis displays the number of persons who have lived in each period, based on their main events of birth and death on the one hand and the maximum age at death of the general preferences of Heredis on the other.
Surnames and given names widget
This widget provides you with a distribution of the most common surnames and given names of your genealogy that you can filter by sex.
On the graph, Heredis displays a selection of surnames, the most common given names and regroups all the others in the category « Other ». For each surname / given name we specify on the graph, the number of holders and the percentage that it represents on the total names or given names of the file.
This widget contains the following analyses: average age at first union, number of children per family and the number of families.
You can choose between one display per period with different possible intervals or one display by month according to what you want to highlight from your analyses.
Generation Count Widget
In this widget, Heredis offers to analyze the direct ancestors and descendants of root person of your file, if you selected « Entire File » or « Direct ancestor line » in the options of the dashboard, if not then the ascendants and descendants of the primary person if you selected « Ancestors ».
The display, by generation, of the number of ancestors and descendants, found and distinct, makes it possible to highlight duplicate lines in your family tree.
What is a duplicate line? Everyone, in their family tree, has a real number of ascendants that is lower than the theoretical number of ascendants because we descend several times from a same person because of marriages between more or less close cousins, we are then in the presence of a case of duplicate lines. Hence the importance of putting forward the distinct ancestors or descendants: when they are inferior to the found ancestors or descendants, it is because there is a duplicate line.
Note: Changing the period and the analysis interval applies to all charts of the widget.
All events with a calculated date are excluded from statistical analysis.
Search Tracking Tab
Heredis displays, by generation, indicators of progress concerning the persons found and the level of completion of their major events, birth, union and death.
To display the Search Tracking, from the dashboard, click on the page Search Tracking page.
Or select Tools menu > Search Tracking.
If you selected « Entire file » or « Direct line ancestors », in the general options of the Dashboard, Heredis lists the ancestry by generation of the root person of your file if not then the ancestry of the primary person if you selected « Ancestors ».
On each generation, the following information is displayed:
– the number of the generation, G2 for generation number 2 for example
– the number of ancestors you found
– the number of ancestors that can be found. You found only half of the findable ancestors in generation 4, ie 4 ancestors out of the theoretical 8; therefore, you will be able to find only the parents of these 4 ancestors: either 8 potentially findable ancestors instead of the 16 theoretical. If, during your research, you find additional ancestors at generation 4, Heredis will automatically update your calculation.
– the duplicate lines of the generation, if there are any. Heredis shows here the number of persons appearing several times in the generation (shown in red in the detail view).
– the progression in the search for major events of persons.
The orange progress bar Search progress allows you to see the progress of your research by making a report of the information you hold about the major events of found ancestors in all of the information you should collect on these found ancestors for them to be considered complete. Heredis takes into account your preferences.
– the percentage of ancestors found. A purple progress bar Found Ancestors indicates the percentage of ancestors found in relation to findable ancestors.
At a given generation, if you notice that the number of found ancestors is less than the number of findable ancestors, unfold the previous generation and locate the gray filiations icons.
They tell you about individuals with no parents, who are therefore not found and which will not figure in the next generation.
When you click on a generation to display its detailed view, Heredis lists all ancestors ordered by Direct line number. If you selected « Ancestors » as the scope in the dashboard options, this number may not be entered. Other information displayed in detailed mode are:
– The surname and given name of the person. In the case of a duplicate line, they are displayed in red.
– The filiation icon indicating the presence or not of the parents of the person.
– Dates, places and sources for major birth, union and death events
– The note icon which indicates the presence or absence of a search note. By clicking on this icon you can view, edit or add a search note.
– The date of the last modification of the person. Click on the header of this column for it to be sorted in descending order, you will thereby know on which individual you worked recently.
Heredis automatically colors the boxes of so-called complete events based on the preferences you have defined in the software.
Note: You know you will never find the information you need on a person and you declared it complete (Search Tab> Search Help> Button ), it will appear visually as complete in the search tracking with this button displayed in front of the name of the person to report that you have forced his status to complete. This person will also be counted in the percentage of completion.A free union is considered by Heredis as a complete union event.
Heredis proposes by default in the preferences a maximum age at death fixed at 90 years for men and 100 years for women. If one of your male ancestors is still alive after 90 years, it will not be considered complete. Your Search Tracking will indicate that it is missing the date of death. Simply change this in « Preferences – Consistency » to increase maximum age at death for your entire file.
Note: Remember to refresh the information on this page by clicking on the button so that the changes you make in your genealogy are taken into account.
The table « Search Tracking » can be exported in Excel format: click on the button. Of course, the data in this Excel table will not automatically update.
This function has a simplified view in the My Dashboard page, where you can display a progress graph of search progress and ancestors found limited to the first 15 generations. Click the button to export this chart to PDF or PNG.