Excel and family history are natural partners

Excel seems to be made for family history. It is designed to manage large amounts of data and one thing we can say about family history is that it generates a lot of data!

Let’s see…. If you had 5000 individuals in your family tree with just the basic data for each one (two names, birthdate and place, christening date and place, death date and place, burial place and date, and one source for each of those), that’s 20 bits of data; plus say five events for each person, with age, type, date, location and one source, that’s another 25 bits of data; some certificates and images for each one, with sources, another ten bits of data; alternate names, cause of death and identifier, add another five…. say 60 bits of data for each person, that makes a total of 300,000 bits of data in your family tree. And that’s a conservative estimate, as many of us have a lot more than five events per person.

One of the key reasons to use Excel in family history is that it not only stores a lot of data, but it has numerous ways for you to manipulate that data. This means that it is a really important tool for analysing your data and solving family history problems. By having a lot of data in one place, you can play around with the data and see patterns that you wouldn’t notice if your information was just in a family history database, a word file or a paper file. Plus, Excel lets you have thousands of columns and rows, which means you are not limited by what can fit on an A4 or A3 page.


Excel is great for research plans. The sort and filter features allow you to create subgroups of your data by where the records are held, which tasks are incomplete, by the location of events and so on. It is also great for timelines and lists of references or photographs. This example is an extract of the table I use to track how and when each of my ancestors arrived in Australia.

I will be running a workshop on using Excel for family history at the Society of Australian Genealogists on 28 July.