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Article Updated September 29, 2005


Family Tree Maker Tips, Hints & FAQs:
By: Rick Roberts,   Biography & Archived Articles

Buy Family Tree Maker | More FTM Tips & FAQs

Saving Part of Your Family File to a Separate file.

Family Tree Maker has four methods you can use to split (copy part of) your Family File to a new file. These methods are specific to Family Tree Maker 2005 and 2006

Four different methods discussed in this article:

Method One: Export Selected Individuals from the Family or Pedigree View:
  1. Begin in any individual's Family or Pedigree View.
  2. From the File menu, select Export File, then Selected Individuals.
  3. In the Individuals to Include dialog box, use the > button to specify the individuals you wish to include.

    NOTE: Clicking on an individual's name and then clicking Ancestors> or Descendants> will allow you to include that individual's direct-line ancestors or descendants in one step.


  4. When you have selected the individuals you wish to copy to a new file, click OK.
  5. In the Export Selected Individuals dialog box, click the Save as Type drop-down list and then select a file format for your new file.
  6. Type a name for your new file in the File name field.
    The file name can be any valid Windows file name, up to 255 characters, although it must have a three-letter extension corresponding to the file format you selected in step 5. If you do not type in a three-letter extension, Family Tree Maker will add it for you.
  7. In the Save In list, select the drive and folder where you want Family Tree Maker to create your new file.
  8. Click Save when you've made your selections.
    Family Tree Maker creates a new file containing a copy of the selected information. Your original Family File has not changed in any way.


Method Two: Copy individuals in a tree or report
  1. Create a report, Ancestor tree, Descendant tree, or Outline Descendant tree containing the group of individuals that you want to export or delete.

    NOTE: By default, all of these views will include direct ancestors or descendants only. Some trees can be expanded to include siblings. If this method still does not copy all the individuals you wish to include, you can split your file using a Custom Report, or use the All-In-One Tree using the instructions in the last section of this article.

  2. From the File menu, select Export File, then Copy/Export Individuals in (name of tree or report).
  3. In the Export Individuals dialog box, click the Save as Type drop-down list and then select a file format for your new file.
  4. Type a name for your new file in the File name field.
    The file name can be any valid Windows file name, up to 255 characters, although it must have a three-letter extension corresponding to the file format you selected in step 3. If you do not type in a three-letter extension, Family Tree Maker will add it for you.
  5. In the Save In list, select the drive and folder where you want Family Tree Maker to create your new file.
  6. Click Save when you've made your selections.
    Family Tree Maker creates a new file containing a copy of the selected information. Your original Family File has not changed in any way.


Method Three: Copy and Paste to a New File:

You can use this method if you are adding some information from one file to another existing file. This is a simplified version of the file merge process, and is easier when only small groups of individuals are involved.
  1. Begin by opening two files: the source file (the file that contains the information) and the destination file (where you will be pasting the information).
  2. Identify a primary individual that you wish to copy. This can be just that individual, or can be the first individual in a line of descendants or ancestors that you wish to copy.
  3. Go to the Family View or Pedigree View for the primary individual you have identified.
  4. From the People menu, choose the Copy Individual option that meets your needs. You can copy just that individual, or you can include their direct-line ancestors and descendants. The Family View also allows you to copy the individual and their immediate family.
  5. When you have finished copying the individuals you wish to copy, go to the Family View in the destination file (the file where you wish to paste the copied information).
  6. If the primary individual already exists in the destination file, click in the Name field for the primary individual you copied. If that individual does not already exist in the new file, click in the empty Name field where you want their data to be pasted.
  7. From the People menu, choose Paste Individuals.
  8. A series of dialog boxes will appear to walk you through the process of merging the copied individuals into the destination file.


Method Four: Split your file using the All-In-One Tree:

Suppose that you are a married female and your Family File contains information on both your family and your husband's family. You come into contact with one of your husband's relatives and you want to share just his side of the family with this person because they aren't interested in your ancestors.

The following directions will allow you to prune off everyone in your husband's family. Unlike regular descendant and ancestor trees which only show you the direct bloodline, the All-in-One tree will allow you to gather everyone related to your husband, not just the bloodline relatives.

NOTE: Because this process involves detaching an individual in your file, we recommend that you back up your file before you proceed with this step.
  1. In Family Tree Maker, open the Family File containing the individuals you wish to put into a separate file.
  2. Go to the Family View of your parents and place the cursor in your name in the list of children.
  3. From the People menu choose Fix Relationship and then Detach Child.
  4. Go to your husband's Family View and place your cursor in his name.
    You can use the Index of Individuals to find him.
  5. From the View menu choose Trees, and then All-in-One Tree.
  6. Once the tree has been generated go to the Contents menu and select Options.
  7. Remove the check mark from Show Unrelated Trees and place a checkmark in the Show Unconnected Step-Family Trees box.
  8. Press OK to reformat the tree with your new option settings.
  9. From the File menu choose Export File, then Copy/Export Individuals in Tree.
  10. In the Export Individuals dialog box, click the Save as Type drop-down list and then select a file format for your new file.
  11. Type a name for your new file in the File name field.
    The file name can be any valid Windows file name, up to 255 characters, although it must have a three-letter extension corresponding to the file format you selected in step 10. If you do not type in a three-letter extension, Family Tree Maker will add it for you.
  12. In the Save In list, select the drive and folder where you want Family Tree Maker to create your new file.
  13. Click Save when you've made your selections.
    Family Tree Maker creates a new file containing a copy of the selected information.
  14. After you have finished splitting the file, you can reattach yourself to your parents using the Attach Child option under the People menu, Fix Relationships command.
Source: FTM Technical Knowledge Database



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