* Including update date in reports
- Mark1834
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Including update date in reports
Is it possible to include the date an individual record was last updated in a Individual Summary or Family Group Report? It’s a useful indication of whether it’s somebody I’ve worked on recently, or not touched in months.
I couldn’t see it in the standard list of data references, and various experiments with INDI.LastUpdated() didn’t work. I can see a potential workaround if not (custom attribute written directly to GEDCOM file to avoid updating the very parameter I’m trying to extract) but hopefully I’ve just not created the reference correctly.
I couldn’t see it in the standard list of data references, and various experiments with INDI.LastUpdated() didn’t work. I can see a potential workaround if not (custom attribute written directly to GEDCOM file to avoid updating the very parameter I’m trying to extract) but hopefully I’ve just not created the reference correctly.
Mark Draper
- LornaCraig
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Re: Including update date in reports
In an individual summary report I have just tried using Options>Format and under the Heading section , Record line, edited it to add =LastUpdated() after the name and life dates. Seems to work.
Lorna
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Re: Including update date in reports
Tip: If you cannot find a Data Reference for what you want, try the Functions list.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry
- Mark1834
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Re: Including update date in reports
Thanks folks, simple when you know how . I took the hint from Lorna's suggestion and just used =LastUpdated() as the data reference, and it works fine for individual data (Family Group and Individual Summary).
It displays as dd/mm/yyyy, which I don't like because of its ambiguity, but I'll play with options to see if I can convert it to the same format as event dates (dd mmm yyyy).
It displays as dd/mm/yyyy, which I don't like because of its ambiguity, but I'll play with options to see if I can convert it to the same format as event dates (dd mmm yyyy).
Mark Draper
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Re: Including update date in reports
FYI: =LastUpdated() is not a Data Reference but is a Function
Those two entities are what make up Expressions.
There is advice in the FHUG KB on Understanding ... those three.
I don't think it possible to reformat the Date & Time format of =LastUpdated() from its dd/mm/yyyy hh:mm
Those two entities are what make up Expressions.
There is advice in the FHUG KB on Understanding ... those three.
I don't think it possible to reformat the Date & Time format of =LastUpdated() from its dd/mm/yyyy hh:mm
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry
- Jane
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Re: Including update date in reports
I believe the LastUpdated field returns the datetime in the format set as the Short Date Format for Windows. So unfortunately it's limited.
You can however do
To extract the date from the datetime variable, as long as you don't need the hours and minutes.
You can however do
Code: Select all
=Date(LastUpdated())
Jane
My Family History : My Photography "Knowledge is knowing that a tomato is a fruit. Wisdom is not putting it in a fruit salad."
My Family History : My Photography "Knowledge is knowing that a tomato is a fruit. Wisdom is not putting it in a fruit salad."
- Mark1834
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Re: Including update date in reports
Another related issue - I can format the page header of a Family Group Sheet report to "Family Group Sheet ...of John Smith and Mary Jones" using "=Title() =Record()" in report options, but it's a bit untidy. It's easy enough to correct in Word before I convert to PDF, but is there a way of suppressing the unnecessary "...of" reported by Record() please?
Mark Draper
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Re: Including update date in reports
I suspect the RightText(...) function will do that. e.g. =RightText( Record(), 4 )
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry
- Mark1834
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Re: Including update date in reports
Thanks - missed that, as RightText() is an FH7 feature, and the functions section on the KB that you referred me to earlier in the thread hasn't been updated for the new version yet.
Mark Draper
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Re: Including update date in reports
I presume you are referring to the Understanding Functions cross-reference to the FH V6 Help at https://www.family-historian.co.uk/help ... tions.html which has been kindly supplied by CP.
I have no idea if that will get updated to the FH V7 Help pages.
So in these circumstances always double-check the Help pages in FH V7 itself.
Tip: In the Help there is a Favourites tab in which I Add shortcuts to such as Functiuns (all)
I have no idea if that will get updated to the FH V7 Help pages.
So in these circumstances always double-check the Help pages in FH V7 itself.
Tip: In the Help there is a Favourites tab in which I Add shortcuts to such as Functiuns (all)
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry
- Mark1834
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Re: Including update date in reports
FH7 Help is online at www.family-historian.co.uk/help/fh7.
Mark Draper
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Re: Including update date in reports
Ok, so it is just a matter of time to reference them from all the KB pages.
As a matter of interest, will the FH V6 Help page references from KB be retained alongside the new references for FH V7 Help pages where the Help is significantly different?
As a matter of interest, will the FH V6 Help page references from KB be retained alongside the new references for FH V7 Help pages where the Help is significantly different?
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry
- ColeValleyGirl
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Re: Including update date in reports
We'll retain separate links to both the HF6 help file and the FH7 help file (and both will be included when you search the KB).
Helen Wright
ColeValleyGirl's family history
ColeValleyGirl's family history
- Mark1834
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Re: Including update date in reports
Updated for the benefit of anybody searching this thread in the future - FH functions do not work in report headers and footers. They only accept literal text or the four "special values", =Page(), =Date(), =Title(), and =Record(). The only customisation appears to be the date format, which follows the format specified for Preferred Standard Date Format in FH Preferences for the benefit of our USA friends who write dates backwards .
I have also confirmed by experiment that =LastUpdated() returns the short date format specified in Windows settings, which are all numeric. I think the least ambiguous version is the ISO 8601 option of yyyy-mm-dd (e.g. 2021-01-31 for today), so I have changed my Windows settings to use that throughout.
I have also confirmed by experiment that =LastUpdated() returns the short date format specified in Windows settings, which are all numeric. I think the least ambiguous version is the ISO 8601 option of yyyy-mm-dd (e.g. 2021-01-31 for today), so I have changed my Windows settings to use that throughout.
Mark Draper
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Re: Including update date in reports
With a bit of experiment can get to last update to show as may be required without changing Windows Settings.
LastUpdated uses : =DateAt(Year(LastUpdated()),Month(LastUpdated()),Day(LastUpdated()))
LastUpdated1 uses : =LastUpdated()
LastUpdated uses : =DateAt(Year(LastUpdated()),Month(LastUpdated()),Day(LastUpdated()))
LastUpdated1 uses : =LastUpdated()
- tatewise
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Re: Including update date in reports
Even that is over complicating things. No Windows adjustment is necessary.
As Jane said last week, simply use =Date(LastUpdated()) to display in dd mmm yyyy format.
That uses the Tools > Preferences > General tab Preferred Standard Date Format which can also be mmm dd, yyyy
As Jane said last week, simply use =Date(LastUpdated()) to display in dd mmm yyyy format.
That uses the Tools > Preferences > General tab Preferred Standard Date Format which can also be mmm dd, yyyy
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry
- Mark1834
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Re: Including update date in reports
Even better! Now that I have prepared a couple of reports, I think I actually prefer yyyy-mm-dd for displaying update information. It is unambiguous (for me anyway, as yyyy-dd-mm is really weird) and clearly stands out as distinctive and not confused with a fact date on skim reading.
Mark Draper
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Re: Including update date in reports
I don't recall anybody suggesting yyyy-dd-mm which as you say is weird.
It is possible to produce yyyy-mm-dd using FH functions without resorting to adjusting Windows settings:
=Year(LastUpdated())-=TextIf(Month(LastUpdated())<10,"0")=Month(LastUpdated())-=TextIf(Day(LastUpdated())<10,"0")=Day(LastUpdated())
It is unfortunate that the =TextIf( ... <10,"0") are needed to add a leading zero for single digit months or days.
It is possible to produce yyyy-mm-dd using FH functions without resorting to adjusting Windows settings:
=Year(LastUpdated())-=TextIf(Month(LastUpdated())<10,"0")=Month(LastUpdated())-=TextIf(Day(LastUpdated())<10,"0")=Day(LastUpdated())
It is unfortunate that the =TextIf( ... <10,"0") are needed to add a leading zero for single digit months or days.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry
Re: Including update date in reports
I have been trying to implement YYYY-MM-DD dates in my Record Title Format source template field so that I can sort chronologically by editions of a newspaper.
The following code works:
But when I try and introduce the =TextIf function to include leading zeroes where appropriate, the source template editor tells me that it's an invalid expression:
Any ideas what I'm doing wrong here?
The following code works:
Code: Select all
{=Year(%SOUR.~DT-ISSUE_DATE%)}-{=Month(%SOUR.~DT-ISSUE_DATE%)}-{=Day(%SOUR.~DT-ISSUE_DATE%)}
Code: Select all
{=Year(%SOUR.~DT-ISSUE_DATE%)}-{=TextIf(Month(%SOUR.~DT-ISSUE_DATE%)<10,"0")=Month(%SOUR.~DT-ISSUE_DATE%)}-{=TextIf(Day(%SOUR.~DT-ISSUE_DATE%)<10,"0")=Day(%SOUR.~DT-ISSUE_DATE%)}
Sarah Bell – Australia
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Re: Including update date in reports
The explanation is that in many contexts functions can be placed next to each other.
But in Templates that need { brackets } around functions then every outermost function needs those { brackets }.
i.e. Wherever there is =Function(...) there must be {=Funcion(...)}
e.g.
{=TextIf(Month(%SOUR.~DT-ISSUE_DATE%)<10,"0")=Month(%SOUR.~DT-ISSUE_DATE%)}
needs to be
{=TextIf(Month(%SOUR.~DT-ISSUE_DATE%)<10,"0")}{=Month(%SOUR.~DT-ISSUE_DATE%)}
and similarly for the Day portion.
But in Templates that need { brackets } around functions then every outermost function needs those { brackets }.
i.e. Wherever there is =Function(...) there must be {=Funcion(...)}
e.g.
{=TextIf(Month(%SOUR.~DT-ISSUE_DATE%)<10,"0")=Month(%SOUR.~DT-ISSUE_DATE%)}
needs to be
{=TextIf(Month(%SOUR.~DT-ISSUE_DATE%)<10,"0")}{=Month(%SOUR.~DT-ISSUE_DATE%)}
and similarly for the Day portion.
Mike Tate ~ researching the Tate and Scott family history ~ tatewise ancestry
- Mark1834
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Re: Including update date in reports
As an aside to reporting a minor bug with date formatting in a different context, I asked CP about supporting this ISO 8601 date format within FH, as it is the international standard for text representation of date in computer systems, and the only common format that sorts chronologically as text.
They didn’t seem that enthusiastic, so it looks like we’re stuck with jumping through these hoops for the foreseeable future.
They didn’t seem that enthusiastic, so it looks like we’re stuck with jumping through these hoops for the foreseeable future.
Mark Draper
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Re: Including update date in reports
Wholeheartedly agree "sorting out of the box" and have used and pushed this for decades in my IT work. Also why I use PLACe order biggest first (e.g. country, state, city etc). It's a pity "the authorities" and probably the USA in particular don't use the ISO standards more. In the UK we are still not completely metric, and when I visit the USA it's like going back 70 years to my childhood!
Jim Orrell - researching: see - but probably out of date https://gw.geneanet.org/jimlad68