Comparing Records

[egordin]

I have the following tables within a base:

1. Projects
2. Timesheets, with each record linked to a single project and a single task type (single select field)
3. Estimates, each linked to a single project and a single task type (single select field)

I'd like to be able to compare, ideally in a table and chart (multi series line chart?) in an interface, the amount of hours spent on a particular task type versus the amount estimated for that task type. There may be time spent on a task type that did not have any hours estimated for that task type.

What is the most efficient way to do that?

I could create conditional rollup fields in the Projects table for each task type, but then I'd be on the hook for creating new conditional rollup fields if I ever create new task types. This is the kind of scaling limitation I'd like to avoid, if it is even possible to avoid it. Any ideas?

Thank you!

[TheTimeSavingCo]

Having a "Task Types" table should do what you want I think.  You'd create a rollup of the Timesheet values and use a lookup for the Estimates value

Link to base

The Chart's trickier though depending on how you want the data shown.  Here's something I put together in the base:

And here's the data:

And you'd use an automation to keep this table updated

[egordin]

Hi @TheTimeSavingCo! Thank you so much for the quick response.

I think I need to clarify. I'm in need of comparing estimated and actual time spent for each task type for each specific project. Would it be possible to do that?

[TheTimeSavingCo]

Yeap, you'd have a table where each record represented a single Project <> Task Type link, and you'd link the Timesheets and Estimates up (via an automation so you don't have to do it yourself)