Use a Spreadsheet to Analyze Your Family Tree

My family tree is an enormous database with 85,363 people. People often write to me to ask why their great grandparents are in my tree. They want to know how I'm related. Many times I'm not an actual relative.

That's when I have to explain the purpose of my family tree. I've connected entire towns through blood or marriage. Everyone in there has some type of connection to me. It's a jigsaw puzzle with no border pieces. It never ends, and I love that.

When you export your family tree to a spreadsheet, you can pull out statistics you can't get any other way.

I need to find a way to create statistics about my family tree to help explain why their people are in there. I don't see any reports in various desktop family tree software that would do the trick. The Ancestry.com version of my family tree gives a few stats in its tree overview:

• People 85,363
• Photos 11,233 (at least 10,000 are document images)
• Documents 13 (these are PDFs)
• Records 1 (no idea what that is)

That isn't what I want. If only I could use an Excel spreadsheet to sort and filter these stats to the surface.

I won't use Family Tree Analyzer today because readers point out it doesn't have a Mac version anymore. But a lot of software doesn't have a Mac version. I've been saying that since 1984.

I downloaded MyHeritage Family Tree Builder, and then found out it has no Mac version. {sigh} Let's get on with it.

Choose Your Software

First I found an article titled "5 Best Free Gedcom to Excel Converter Software for Windows". It recommended these programs you can download:

1. Gramps. This one may work on your Mac and on Linux, too.
2. MyHeritage Family Tree Builder. This has tons of features, especially if you sync it with your tree on MyHeritage.
3. ScionPC. Last updated in 2016.
4. Oxy-Gen. Last updated i 2023.
5. GEDxlate. This is so old it may not work on your Windows computer.

Export Your Data

I imported my latest complete GEDCOM file into MyHeritage Family Tree Builder. Every day I export two GEDCOM files from Family Tree Maker (my program of choice). One excludes media and notes, and one includes everything. Then I went to the Edit menu in Family Tree Builder and chose Export to Excel. I clicked Export list of people, but you can create a custom export if you wish.

The export to Excel command in any software creates a .CSV file. CSV stands for Comma Separated Values, and you can use any brand of spreadsheet software to open it. Even though your software says "Export to Excel", it is not creating an Excel file that you may not be able to use.

Open that CSV file with whatever spreadsheet software you have—even if it's Google Sheets. Then save it to your preferred format. I have Microsoft Office 365, so I saved my file in Excel's .xlsx format.

Make Your Data Easier to Use

Now you can view the results in your preferred software program. The first thing I always do is make the top row (with the column header names) bold, and freeze the top row. That way the headers are always visible as I scroll. I went ahead and made some columns wider so I could see their contents. Next, I hid a few columns I'm not going to use:

• ID
• Prefix
• Married Name (No!! Birth names only.)
• Death cause

I rearranged a couple of columns, too. I moved Last name before First name, and Gender after Suffix. I clicked Sort on Excel's Data menu and sorted my 85,363 people by Last name then First name.

Now we're ready for some statistics!

Start Filtering

On Excel's Data menu, I clicked Filter. This puts an arrow (indicating a menu) beside each column header. I clicked the arrow beside Birth place and typed Colle Sannita in the Text Filters search box. That's my paternal grandfather's hometown.

This tells me my family tree has 25,122 people born in Colle Sannita. (I can look at the bottom of the Excel window to see how many records fit in this filter.) The beauty of the filter is that it will select any place, any address, that includes Colle Sannita. That's something I can't do any other way.

I can change that filter to see that my tree has (listed from most to least):

• 25,122 people born in Colle Sannita (repeating this for comparison)
• 17,335 people born in Baselice (my maternal grandfather's hometown)
• 10,409 people born in Pesco Sannita (birthplace of a 1st great grandmother)
• 2,789 people born in Santa Paolina (birthplace of a 2nd great grandmother)
• 2,696 people born in Circello (birthplace of a 3rd great grandfather)
• 1,962 people born in Sant'Angelo a Cupolo (this town's records begin in 1861, keeping this number low)
• 935 people born in Apice (birthplace of a 3rd great grandmother)

I had no idea what these totals would be, and it's exciting to see them. I've been working hardest on Colle Sannita for a long time because I have the most ancestors there.

Now I'll use the filter on the Marriage place column. This shows me I have recorded (listed from most to least):

• 8,200 marriages in Colle Sannita
• 4,400 marriages in Baselice
• 3,914 marriages in Pesco Sannita
• 1,502 marriages in Santa Paolina
• 1,314 marriages in Circello
• 538 marriages in Sant'Angelo a Cupolo
• 338 marriages in Apice

I've been busy, haven't I? But what I see is how much work I need to do in many of my ancestral hometowns.

Filter Out More Facts

Another fact I can filter is any date (birth, marriage, or death) that includes a particular year. I typed 1855 into the text filter search box and found that my family tree has 542 people born in that year. In most of my ancestral hometowns, record keeping began in the second quarter of 1809. So how many people in my family tree were born in the first full year of civil record keeping? I'll type 1810 in the text filter search box to see that it's 581 people.

A big part of my family came from the town that started keeping records in 1861. So how many people in my family tree were born in that year? I'll type 1861 in the text filter search box to see that it's 539 people.

If I wanted to take the time, I could track trends in my towns by using two or more filters at once. I can filter to show one town and one year. This shows me that in 1860 the town of Colle Sannita recorded 206 births and 126 deaths. I've taken the time to work ALL this town's available vital records into my family tree, so those numbers are good.

Take the Next Step

I could use this data in more powerful software to report on birth, death, and marriage trends. For instance, there's Microsoft Power BI (BI = Business Intelligence), which I've used before. I've noticed that some years have a much higher death count than others. This could point to a terrible disease sweeping through the town, or an earthquake. If I were to create such a report, it would give me more insight into the lives of my ancestors.

It's been a long time since I used Microsoft Power BI to analyze my family tree. Now the software has AI features to make it easier to use. It sure sounds like I need to try it again.

Wouldn't you like to know where your family tree has the most roots? What other details would you filter for?