Table of Contents
Accessing the ERD #
- Inside the Datasource Popup, click the ERD icon (as shown in Screenshot 1).
- A new popup will open, displaying the Entity Relationship Diagram (ERD).
Core Tables in the ERD #
The ERD consists of five core tables that define the structure and relationships in Ledgerely’s database:
- Banks
- Credit Cards
- Categories
- Bank Transactions
- Credit Card Transactions
These tables are interconnected through Primary Key (PK) and Foreign Key (FK) relationships to ensure data consistency.
Understanding the Table Relationships #
- The PK-FK relationships are visually represented in the ERD, showing how different tables are linked.
- This structure helps users understand the flow of financial data across different entities.
How the ERD Helps Users #
The ERD assists in creating dynamic database queries using:
- JOIN clauses (INNER JOIN, LEFT JOIN, RIGHT JOIN) for retrieving data from multiple tables.
- SELECT, FROM, WHERE for filtering and fetching records efficiently.
- ORDER BY to sort results based on specific columns.
- GROUP BY for aggregating data, making reporting and analytics easier.
Benefits of Using ERD in Ledgerely #
- Provides a clear understanding of the database structure.
- Helps in writing optimized queries for reports and insights.
- Ensures data integrity by maintaining correct PK-FK relationships.
