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Should all queries simply restrict results by fiscal year?
To ensure that your query can show data from multiple fiscal years, make sure you have included table joins on all financial fields required.
Fields to Include in Queries that use Fiscal Year
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General Notes on this Issue:
-any query that uses each budget allocation, transfers, encumbrances, balances, etc. , bring in budget year and fund group budget year and fund group fiscal year
-for just the transaction with the fund associated, no need to include related tables such and budget
-better to begin by joining to the main table for your query (e.g. finance_fund), then secondary tables, e.g. for invoice transactions, start with transactions derived table
-start with the table from which you will gather the most important columns
-using derived tables first best for performance
-purchase orders without transactions will not show fiscal year
-where parameters are included for both date ranges and fiscal year, make sure you are using dates within the given fiscal year (this is an important note to include for users in the README, too)
It is best to join tables in the following order if you need results for multiple fiscal years. If you do not do this, you may see duplicates in your results set.
finance_funds
finance_budgets
finance_fiscal_years
finance_group__fund_fiscal_years
finance_groups
finance_fund_types
Fiscal Year Data Model
Here is a diagram of the data model for fiscal year in FOLIO.
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