Filter to get the ascending tree

(Gramps 5.2.4 on MacOS)
I would like to find a way to select and export the ascending tree from one person (not really sure about the good name), which should include:

  • The selected person
  • All the direct ascendents
  • All the people connected (siblings, spouses, descendants - except the descendants of the selected person) to these ascendents

This can be a fairly large number of people, but it also seems to me a quite common need (for example to provide someone with this data).

I have played with the filters but I couldn’t find a way to do it…

Sounds like you’re asking for a “full lineage expansion”, including spouses.

That would be a good subject for discussion about the most efficient Custom Filter!

This a place where I like to mention that starting from a Family would be an obvious complement to Person as the proband. Otherwise, you have to create a placeholder child to serve as proband when assessing newlyweds.

In fact, it is not so difficult to create a set of filters which select exactly what I want:

  1. create a filter (filter A) returning the active person
  2. create a filter (filter B) which selects the ancestors of the Filter A’s results
  3. create a filter (filter C) which has 2 rules, with the setting that only one must be active:
  • Family descendants of Filter B’s result
  • Family descendants of Filter A’s results

As the descendants of the active person are also the descendants of his parents, they are excluded from the final selection by Filter C.

This would be perfect, except that when using it with the the export wizard, it considers that there is no active person, and therefore nothing to export… :frowning:

(During these tests, I have found FamilyTreeView very helpful, as it shows graphically the filtering results)

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Could you temporarily set the person you want your filter to apply to as the home person (and adjust filter A to match the home person)?

It is even easier than that.

In the People custom Filters…

Ancestral filters >> Ancestors of <person>
Check the box to Include selected Gramps ID

If you want all the Descendants (and their Spouses) the second filter is

Descendant Filters >> Descendant family members of <filter> match

To exclude this branch, you need to find the people to exclude.

Descendant Filters >> Descendant family members of <person>
Check the box to Include selected Gramps ID if you want the selected person excluded from the final results but if you want them included, but not their family, leave the box unchecked.

For this filter you want everybody except the people in the filter, check the Return values that do not match the filter rules in the Define filter window.

And as a final filter, the filter you will actually run, you want to combine filter 2 and filter 3

General filers >> People matching the <filter> filter 2
General filers >> People matching the <filter> filter 3

In the Define filter window, leave the Option set to All rules must apply.

This was too slow, so instead of adding another stage, I had to Tag the brickwall ancestors first. And then do the final “Descendants of” stage from the tags.

Thanks, it works - I think it is a bug in the export wizard, as there are standard filters based on the active person.

@DaveSch : your suggestion is correct, but it needs to adjust manually the filter each time, which is more annoying than changing the home person temporarily. Thanks anyway

There is the Active Person addon rule. Once installed, create a filter with just that rule. Then it is available to be used just like using the Home Person rule.

The problem, the Active Person can only be used within the people views to create a filtered list. Which is often useful. It cannot be used when filtering for a report, export or by another tool.

I’ve used it initially in my “filter A”, but is not fit for my purpose, as it can’t be used for an export…

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