Calculating time based on a Task
I have a Task Name field that is a drop down with about 12 options. I have a Task Count field wherein the user inputs how many times they performed that task. I have a Task Time field that will multip...
Forum Discussion
No Problem.
Your task name is probably just a down and dirty multiple choice field. You will need to convert that to being a lookup field from a relationship and then you can look up the std time per task.
Make a new table called Standard Tasks with two fields, Task Name and Task Time (a numeric field of the # of minutes).
Set the Key field to be the task name
Copy the 12 multiple choices onto your clipboard off the multiple choice field properties.
Use import export to import them into your Standard tasks table.
Make a relationships where 1 Standard Task has many detail records (not sure what your current table is called), but do not initially create any lookup fields when you make the Relationship. The go back and lookup the standard Task Time down into your details table.
Now you can make your formula with varying Standard Task times per task Types.
Your task name is probably just a down and dirty multiple choice field. You will need to convert that to being a lookup field from a relationship and then you can look up the std time per task.
Make a new table called Standard Tasks with two fields, Task Name and Task Time (a numeric field of the # of minutes).
Set the Key field to be the task name
Copy the 12 multiple choices onto your clipboard off the multiple choice field properties.
Use import export to import them into your Standard tasks table.
Make a relationships where 1 Standard Task has many detail records (not sure what your current table is called), but do not initially create any lookup fields when you make the Relationship. The go back and lookup the standard Task Time down into your details table.
Now you can make your formula with varying Standard Task times per task Types.
- Excellent. Thank you.
- Okay, I am up to "lookup the standard Task Time". Two things...Do I need to have the task times in the Standard Task Table somewhere? and do I use the P Task Time field as that lookup field? Thank you.
- Yes, you will need to enter the std task times into your std tasks table and look that up down to the detail records. I don't know what P Task Time is.
- I was using P Task Time as a formula field ex. [P Task Count]*3 so that if the Task Name was performed 12 times, then P Task Time would equal 36. Do I need a different field to lookup the task time and then use P Task Time for the formula? Sorry this is new territory for me. Thanks.
- Sorry, I'm not understanding if you are still working on the detail record or your summary record. I assumed that you would want the task time calculated down on the detail record, so you could do your reporting there, for example total std time per month or per month per agent.
But if you want to have a summary of the total task time for all tasks on the task types record, then you would have a summary field of the # of Tasks and multiply it by the std time. - I'm sorry if I didn't explain it well. I often see these things better in my head. So from my snippet I have a drop down field for Task Name. Each task has a set amount of time it takes to do. The user will select a task from Task Name. At months end, they will input into P Task Count how many times they completed that task. I need P Task Time to show a total of time spent on the chosen Task Name by the number of times they did the task. Per your instructions I have created another table Standard Tasks with two fields, Task Name, where I imported my drop down list of tasks, and Task Time, where I have assigned the task a set time. Now I'm not sure what field to lookup up from and how to then calculate the P Task Time. Clear as mud?
- OK, so just lookup the std time from the std time record down to the Monthly reporting record and then the formula for the total time will be the std time for that task type multiplied by the # of tasks.
