My dashboard

150 150 Heredis - Help Knowledge Base

My 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. You can also add the button to your toolbar if customized. (See Customize Heredis\Select the toolbar)
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.


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.
  • Click on the widget you’re interested in
  • Click add

My dashboard

The widgets are added after those already on your dashboard.

To remove a widget, click the  button in the title of the widget. A notification informs you instantly that you have removed the widget from the tab. To see it again, just click the  button to display the widget.

Note: You can also add or remove a widget from the other tabs of the dashboard. You can choose your favorite widget. Click on the grey star  to add the widget. The star is now yellow , if you click again, it will be removed.

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.

Heredis automatically reorganize your dashboard space even if you resize the window.
If you wish to, you can display all widgets in the Dashboard tab.

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 on the Validate button, all widgets in the dashboard are updated based on the options you have chosen.

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.

Simple widgets

Simple view of the Source widget

Widgets in simple view display a limited amount of information. Their size is variable based on what you display. They feature a button to export the contents of the widget displayed in PDF or PNG format.
Info • 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.

Detailed widgets

Detailed view of the Person’s widget

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 through the PDF 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.
When you add a data, click the refresh button  to update your dashboard and have the latest information entered in your file.


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. This general view allows you to know how far you are in your work.

To access this page from the dashboard, click the File Information button or select the menu Documents > File Information or, if you personalized your toolbar, click directly on the File Info button .

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. (see the article « Heredis Online »)
Once connected to your account, this widget displays the date of the last publication of your file. You can access it directly by clicking the link “show website”.

You can see it has been a while since the last publication? You can publish at any time from the dashboard by clicking the Publish button .

The detailed view shows you some new information. The first section shows you what you have recently be done on the open file: the last time you published it, the number of persons, of unions, of sources it contains.

All sections are foldable, just click on the title banner of the section to hide or display it.
If you work on multiple genealogies, the next section lists the other publications and the online photo albums  with a preview of published pictures.

DEVELOPMENT OF MY FAMILY TREE widget

Simple view of Development of my family tree

This widget shows you the evolution of your file in time:
– The date when you started your work, referring to the first person you created or imported in Heredis.
– The date of the last modification
– The number of ancestors (direct line) and persons found.

In the detailed view, a first chart shows the evolution of the number of ancestors and persons on a fixed time scale. The second chart shows the same data but on a variable time scale based on the date of the establishment of the persons in your file.
You can also check in this view 2 lists of persons, the list of the 10 last persons you added, and the one of the 10 last persons modified.
By clicking on these persons, you navigate on them in the Immediate Family.

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.

Simple view of the Persons’ widget

 

By entering the detailed mode, you can access:

  • The «Progress» chart, which informs you about the quality of your family tree and in particular on the percentage of complete persons.
    “3” is for the persons with the 3 main events completed, meaning you found the birth, marriage and death dates.
    “2” is for persons with only 2 main events completed
    “1” is for the persons for whom you completed 1 main event
    “0” is for the person for whom you have not found any event

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.

  • To the general information that will allow you to easily answer questions on your family history: who is the oldest person or the youngest among your comtemporaries? Who had the lo,gest or shortest life? Who was the youngest or the oldest when they got married? Which couple had the largest family…

Every section is foldable, just click on the title banner of the section to hide or display it.

EVENTS widget

Simple view of Event’s 

 

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.

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.

Simple view of Sources’ widget

 

In this graph, we distinguish sources without media nor note, sources having only a note, sources with only media, and sources with a note and media.
To access the list of all your sources, click the button Open the index.

PLACES Widget

In this widgets, the frequency is 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.

Places widget

If you click on a place, Heredis opens the Index with this selected place and displays all information on it.
The Place widget also indicates the total number of places in your file and the places that were not geolocated (places without latitude and longitude information).
You can directly access the dictionaries by clicking on the button Open the index.

NAMES, GIVEN NAMES, OCCUPATIONS and MEDIA widgets

These widgets indicate the frequency of given names and occupations, as well as the number of uses in the genealogy file.

Names, Given names and Occupations’ widget

 

For the Names, Given Names, and Occupations widget, the frequency is represented by a word cloud, just like for Places.
The Media widget  is a ring-shaped chart indicating used and unused media. For all of these widgets, you can directly access the indexes by clicking on the Open the index button.


Statistics tab

In this tab, Heredis offers various genealogical and demographic ana­lysis.

Statistics’ tab

To access this function, from the dashboard, click the Statistics but­ton or select the Documents > Statistics menu or click on the statistics button directly from the toolbar, if you personalized it.

The different analysis available are grouped into four widgets, 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 Details then 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

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.

ANCESTORS ORIGIN widget

Ancestors Origin’s widget

 

This widget allows you to visualize the distribution by country, state/province, and county of the persons in your genealogy.

If you have selected Entire File as the Scope, the analysis will include every single person in your file. You can choose to narrow it down to the ancestors of the root person or of the primary person in your genealogy by setting the Scope to Direct-line Ancestors or Ancestors. To modify this option, click on the indented wheel in the upper right corner.

In the simple view widget, Heredis groups the persons according to their place of birth and displays a ring graph showing the most representative data by country, state/province or county.

If you click on the Detail button, Heredis will provide a full analysis by country, state/province and county along with a table indicating the number of persons found and the start/end years for the Period of appearance.

AGE GAPS widget

Age Gaps’ widget

This statistical analysis focuses on the age difference between spouses and on the age gap between siblings in your genealogy. Just like in the previous widget, the scope of persons included in this analysis is set by you in the General Options of the dashboard.

In Simple view, Heredis displays a line chart showing the average age difference between spouses.
In Detail view, this same line chart is displayed along with a table filled with matching data and with another chart showing the average age gap between the first and last born among siblings.

Note: These charts only include couples with a minimum of one union entered with a date (Marriage, Religious Marriage, or other type of official marriage) and marital unions with at least two children properly entered with a date of Birth or Christening.
The default analysis interval is set to 50 years but you are free to modify this interval if you wish to adjust the data displayed in the charts and tables.

SURNAMES and GIVEN NAMES widget

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 gender.
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.

FAMILIES widget

Families’ widget

 

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

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 Search Tracking page , or select Tools menu > Search Tracking, or from Heredis’ toolbar click on the  button.

Search Tracking Tab

 

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».

Each generation has a synthetic view and a more detailed one. You can switch from one to the other  by clicking on the arrow on the left .

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 (implex) 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 Ahnentafel 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: Remember to refresh the information of this page by clicking the  button, so the changes you just made are included.

Heredis helps you to visualize distinctly and quickly the events considered as complete from those incomplete, based on the preferences you defined on the sofware. Heredis colors automatically the events boxes so called complete.

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 Common-Law Union is considered by Heredis as a complete union event.

The last column indicates the last time you updated that person. This information is useful to know what was the latest ancestor you worked on. You can sort out the column by decreasing date to have the latest date first.

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.

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.