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Comparing Records

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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!

3 replies

TheTimeSavingCo
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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

Adam, Consultant @ The Time Saving Co
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  • egordin
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  • 73 replies
  • September 5, 2024
TheTimeSavingCo wrote:

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


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
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egordin wrote:

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?


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)

 

Adam, Consultant @ The Time Saving Co

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