Questions:
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
| Table | Field | Notes |
|---|---|---|
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.
Restricting Your Query Results by Fiscal Year
There are different ways you can restrict your query results by fiscal year, for example:
- including a parameter at the top of the query for start and end dates using a date field such as invoice payment date, then setting the start and end dates to correspond with a given fiscal year
- including a parameter at the top of the query for the fiscal year code, then entering the fiscal year code for the fiscal year for which you wish to see data
- including a fiscal year code field in your query and setting it for a particular fiscal year
Checking results in the Finance App
To make sure your query results are showing the right results for a given fiscal year, check at least 3 rows of results against the same data in the Finance App in FOLIO.