Lusid.ChartOfAccounts

Providing you have sufficient access control permissions, the Lusid.ChartOfAccounts provider enables you to write a Luminesce SQL query that retrieves chart of account (CoA) entities stored in LUSID.

Note: By default, Lusid.ChartOfAccounts cannot retrieve properties for CoA entities. To do this, you must first configure Lusid.ChartOfAccounts to 'inline' properties. See how to do this.

See also: Lusid.ChartOfAccounts.Writer

Basic usage

select * from Lusid.ChartOfAccounts where <filter-expression>

Query parameters

Lusid.ChartOfAccounts has parameters that enable you to filter or refine a query.

To list available parameters, their data types, default values, and an explanation for each, run the following query using a suitable tool:

select FieldName, DataType, ParamDefaultValue, Description from Sys.Field where TableName = 'Lusid.ChartOfAccounts' and FieldType = 'Parameter';

Data fields

By default, Lusid.ChartOfAccounts returns a table of data populated with particular fields (columns). You can return a subset of these fields.

To list fields available to return, their data types, whether fields are considered 'main', and an explanation for each, run the following query using a suitable tool:

select FieldName, DataType, IsMain, IsPrimaryKey, SampleValues, Description from Sys.Field where TableName = 'Lusid.ChartOfAccounts' and FieldType = 'Column';

Note: Fields marked 'main' are returned by queries that select a caret character, for example select ^ from Lusid.ChartOfAccounts.

Examples

Note: For more example Luminesce SQL queries, visit our Github repo.

Example 1: Retrieve every CoA

select * from Lusid.ChartOfAccounts;

Example 2: Retrieve a particular CoA

select * from Lusid.ChartOfAccounts where ChartOfAccountsScope = 'Abor' and ChartOfAccountsCode = 'Standard';

Example 3: Retrieve CoAs with particular names

This query retrieves names starting both 's' and 'S'.

select * from Lusid.ChartOfAccounts where DisplayName like 's%';