{"id":12474,"date":"2019-09-04T11:13:21","date_gmt":"2019-09-04T09:13:21","guid":{"rendered":"https:\/\/help.heredis.com\/?p=12474"},"modified":"2021-09-20T16:24:02","modified_gmt":"2021-09-20T14:24:02","slug":"windows-unlimited-size-tree-chart-ancestors-descendant-and-hourglass","status":"publish","type":"post","link":"https:\/\/help.heredis.com\/en\/windows-unlimited-size-tree-chart-ancestors-descendant-and-hourglass\/","title":{"rendered":"(Windows) Unlimited size tree chart : ancestors, descendant and hourglass"},"content":{"rendered":"

You can create as many graphical representations of your genealogy as you wish. A tree chart may be saved with the data it contains and its layout. It can then be reopened, modified in its presentation, printed again. It has become independent of the Heredis data file.<\/p>\n

Choose from the different types of tree charts proposed in the Charts<\/strong> menu or click Charts<\/strong> \"\"on the toolbar to visually select the tree charts proposed by Heredis.<\/p>\n

Edit a tree chart<\/h3>\n

The printing of a tree chart takes as its starting point the primary person displayed and will display his\/her ancestors, descendants or both as an hourglass tree chart.<\/p>\n

Choice of tree chart<\/h4>\n

In the Charts<\/strong> menu or in the displayed selection screen, choose the type of tree to build from the list to the right.<\/p>\n

Choose a tree chart<\/em><\/p>\n

\"\"<\/p>\n

Heredis proposes various types of tree charts of unlimited size. Whatever the type of tree chart selected, you can print it or have it printed over several pages or a single long strip of paper.<\/p>\n

When a tree exceeds the size of your printer, each page is printed with an overlap to facilitate mounting of the chart.<\/p>\n

Choice of theme<\/h4>\n

Choose a theme<\/em><\/p>\n

\"\"<\/p>\n

Click a theme in the viewer. To facilitate your choice, Heredis displays an overall preview of the tree to be edited with this theme or a preview of a box. Scroll through the different themes by pressing the arrow keys or with the mouse. The last used themes are preset for each type of tree chart. After testing the different themes of tree charts, you may define your favorite themes. Click the Add to Favorite\u00a0\"\"<\/strong> button and the theme is marked with a heart icon that allows it to be recognized.<\/p>\n

Info<\/strong> \u2022 You have a search filter for favorite themes. Thus, you can display only the themes that you commonly use.<\/p>\n

Chart Settings<\/h4>\n

Specify the construction parameters that suit you for the selected theme: number of generations, people to be displayed or not on the tree chart.<\/p>\n

1. Indicate the number of generations. It is unlimited for ancestors as well as descendants.<\/p>\n

Unlimited Chart<\/em><\/p>\n

\"\"<\/p>\n

If this option is available, specify who will be automatically included or not in the tree.<\/span>\u00a0Check or uncheck the box to print marked persons.<\/span>\u00a0Check or uncheck the box to print confidential persons.<\/span>\u00a0If you choose to print them, you will need to specify how they will be displayed (in full or blur).<\/span>\u00a0See the article The different data fields<\/a> to know everything about this marking.<\/span><\/p>\n

2. Choose the orientation of the tree chart, building from bottom to top, from left to right or from right to left.<\/p>\n

Choose Orientation & Layout<\/em><\/p>\n

\"\"<\/p>\n

3. Choose a method for automatic construction according to the space you want to allocate to the tree chart.<\/p>\n

\u2022 The Default<\/strong> tree chart is built with all boxes of the same size, that is to say that the box of the central character has the same size as that of persons shown in the third generation or 10th generation. In this tree chart, generations will be located one above the other without overlapping.<\/p>\n

\u2022 In the Optimized<\/strong> tree chart, boxes gradually decrease in size with the higher generations and they slightly overlap.<\/p>\n

\u2022 In the Minimized<\/strong> tree chart, the boxes will diminish in size and content and their position can be rotated at the end of the branch to save even more room.<\/p>\n

4. Select the persons for inclusion on the tree chart. By default all persons appearing in the ancestry or descent of the primary person are displayed on the tree chart. You may untick secondary persons, or marked and confidential persons, for them not to be displayed on the tree chart. You may also hide all the data you have declared to be private (events, pictures, etc.).<\/p>\n

Click OK<\/strong> to start the construction of the tree chart according to the theme selected and with the chosen parameters.<\/p>\n

<\/h3>\n

Tree Chart Screen<\/h3>\n

Heredis displays a tree chart representing the lineage of the primary person and which is printable immediately. If you want to make changes to the tree chart, you have tools in the specific Tools panels of the various tree charts.<\/p>\n

Toolbars and menus<\/h4>\n

When the tree chart is displayed, the menus and buttons are different from those for data management. You may use the buttons for normal actions: \"\"\u00a0Save,\u00a0\"\" Pages, \"\"Add,\u00a0\"\"\u00a0Layout,\u00a0\"\" Print. <\/strong>Display only the buttons you use most often by choosing Windows\u00a0> Customize Toolbar.<\/strong><\/p>\n

\"\"<\/p>\n

Use the tree chart menus to manage also the layout of the screen or the selection of people on the tree chart.
\nInfo <\/strong>\u2022 You can open another previously saved tree chart while the tree chart is already open on the screen choose File > Open<\/strong>.<\/p>\n

Persons displayed in the tree chart<\/h4>\n

The Search<\/strong> panel of the tree chart contains a list of all persons included in the chart. Clicking a person in the list previews that person\u2019s box in the tree chart. A double click navigates through the tree, if its size exceeds that of the screen, to display the box for a selected person.<\/p>\n

To quickly find a person in the list of individuals on the tree chart, enter the surname or given name. Refine the search by selecting from the drop-down menu, the gender of the person sought if the name is multiple.<\/p>\n

When there are marriages between blood relations (implex) on your tree chart, certain ancestors may be included more than once. By default, Heredis will only display one complete branch and duplicate branches are cut off. If you want to repeat the implex branches, tick the option in the settings screen of the tree chart prior to construction.<\/p>\n

Click the name of the ancestor in the Search<\/strong> panel and Heredis displays the various positions of the person in the tree chart. Click on the first position to see the entire branch displayed. The different boxes for the ancestor have identical lettering.<\/p>\n

Info<\/strong> \u2022 In Search<\/strong> panel of the tree chart, click the name of a person in the list, his\/her summary appears in the Summary<\/strong> panel.<\/p>\n

Preview of the selected box<\/h4>\n

The Tools<\/strong> panels displays the selected box. At the opening of the tree chart, Heredis displays a complete view of the document, whatever its size. The preview is very useful in large tree charts, when the content of the boxes is not readable on the screen. This visualization immediately displays any changes that you apply to the box.<\/p>\n

For more details, see the article\u00a0(Windows Pro) Apply a selection to a tree chart<\/a><\/p>\n

Tree chart formatting<\/h4>\n

You may modify the unlimited tree charts to give them a more personal graphical appearance. In the fixed size tree charts, the changes apply only to the content of the boxes. The overall environment is not editable.<\/p>\n

The different Tools<\/strong> panels allow either changes to be applied to the whole tree chart or changes to a given selection (one or more boxes).<\/p>\n

Display screen<\/h4>\n

The central area of the screen shows all the boxes of the tree chart, the title of the tree and any images that you have added.<\/p>\n

To help you check and estimate the size of your tree chart, materialize the pages on the screen.<\/p>\n

In the toolbar, click Pages > Show\/Hide Page Breaks\u00a0\"\"<\/strong> or in the menu choose Display> Show\/Hide Page Breaks.<\/strong><\/p>\n

The number of pages depends on the chosen page format for your printer. To change the format and page orientation in your printer, click the Page Setup button in the Print<\/strong> panel.<\/p>\n

To move around the tree chart, use the horizontal and vertical bars, or change the zoom factor or double-click the name of a person from the Persons panel to display his\/her box directly.<\/p>\n

Zoom<\/h4>\n

You can increase (zoom in) or reduce (zoom out) the display of the tree chart. It is often necessary to reduce the display of a tree chart to visualize all required generations. Choose Display > Zoom > Increase Magnification<\/strong> or\u00a0Decrease Magnification.<\/strong> To return to the actual size of the tree, choose Display > Zoom > 100 %<\/strong>.<\/p>\n

You may also select different levels of zoom on the bottom bar of the tree chart screen.<\/p>\n

\u2022 Click the arrow and select a value from the drop-down menu or use the slider to change the zoom level. Heredis indicates the factor used to reduce or enlarge to the left of the bar.<\/p>\n

\u2022 Click the 100%<\/strong> button to return to the real size of the tree.<\/p>\n

\u2022 Hold down the Alt<\/strong> key. With a left click, the tree chart grows, with a right click, the tree chart is reduced. You may also use the mouse wheel up or down to enlarge or reduce.
\nInfo<\/strong> \u2022 Remember to fold back the Search<\/strong> and\/or Tools<\/strong> panels to have the maximum available space for display of the tree chart.<\/p>\n

Selection<\/h4>\n

Before making changes to a tree chart, first select the boxes to which they will apply. Depending on the type of change to be made, make individual selections or selections of a genealogical order.<\/p>\n

\u2022 To select all boxes of the tree chart, choose Select > Select All.<\/strong>\u00a0From anywhere in the tree chart, you can right-click the mouse and choose Select All.<\/strong><\/p>\n

\u2022 To select one or more boxes of the tree chart, drag the mouse cursor over the boxes to be selected.<\/p>\n

\u2022 To select more boxes that are not contiguous, select the first box, and then, holding down the Shift<\/strong> key, the additional box or boxes To make genealogical selections from any box in the tree, right-click the mouse and choose Select Men Only<\/strong> (or Women Only<\/strong>, or Person and All Ancestors<\/strong>, or Person and All Descendants<\/strong> or Generation<\/strong>).<\/p>\n

Info<\/strong> \u2022 Persons corresponding to the selected boxes are also selected in the Search<\/strong> panels.<\/p>\n

For more details, see the article\u00a0(Windows) Finding your way around a tree<\/a><\/p>\n

<\/h3>\n

Format the tree chart<\/h3>\n

To make changes, use the tools in the tree chart Tools<\/strong> panels. To go further in the formatting of the boxes, make your changes in the\u00a0Layout<\/strong>\u00a0panel.<\/p>\n

Layout Panel<\/em><\/p>\n

\"\"<\/p>\n

Modify the contents of selected boxes<\/h4>\n

\u2022 Choose the content formats that suit you for surnames, given names, dates, places and genealogical headings from the drop-down menus.<\/p>\n

\u2022 Tick the Show Ahn.\/User Number<\/strong> and Show Preferred Picture<\/strong> boxes to add this information, if it exists, in the selected boxes.<\/p>\n

Change the text formatting<\/h4>\n

Without delay, change the font, size, color and text alignment with the drop-down menu, the cursor and the buttons of the Layout<\/strong> panel.
\nInfo<\/strong> \u2022 Do not forget that you can make a selection of all men in the tree chart, then all women, to apply different text colors. For this, use the Select<\/strong> menu or right-click of the mouse.<\/p>\n

Hourglass Chart<\/em><\/p>\n

\"\"<\/p>\n

Change the layout of the tree<\/h4>\n

1. In the Layout<\/strong> panel, change the spacing between boxes or the spacing between generations by clicking the arrow buttons.<\/p>\n

2. Tick the Display Empty Lines<\/strong> box for all boxes to be filled with the same number of lines, even if you do not have information.<\/p>\n

3. Click the Pages > Center Tree Chart<\/strong> button to reposition it optimally after modifications.<\/p>\n

Move elements in the tree chart. After selecting boxes, several methods for moving them are available. Choose the one that suits you best<\/p>\n

\u2022 Mouse: Drag the selection to its destination by holding the mouse button pressed.
\nInfo<\/strong> \u2022 Hold down the Shift<\/strong> key to prevent any movement off the generation axis. Each box moved will remain aligned with the other boxes in the same generation.
\n\u2022 Arrow keys: press the arrow keys to move to the position you wish to select.<\/p>\n

To cancel the moving of the selection, press Ctrl-Z<\/strong> or choose Edit > Undo.<\/strong> To restore the move, press Shift-Ctrl-Z<\/strong> or choose Edit > Redo.<\/strong><\/p>\n

Change the design of the tree chart<\/h4>\n

Change the graphical appearance of your tree charts with a few clicks. Some graphical changes apply to the whole tree chart, others apply only to the boxes you selected.<\/p>\n

1. Select the boxes to be modified or choose Select > Select All.<\/strong><\/p>\n

2. In the Layout<\/strong> panel, change the overall font, size, alignment and text color.<\/p>\n

3. The display of boxes on the tree chart is defined by three elements: box styles, content types and connecting line styles. The different themes that come with Heredis contain several presets for each of these elements. They are available in the Tools > Layout<\/strong> panel of the tree chart.<\/p>\n