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Standard Cartesian Flow

This flow covers X-Y axis and multi-series capable standard Cartesian charts. All 9 wizard steps run sequentially; none are skipped. Type-specific fields like Stack By, Low/High, or Waterfall are not part of this flow.

Chart Types Using This Flow

Chart Type Primary Use Page
Line Series Continuous time-series trend Line
Area Series Filled trend Area
Spline Series Smoothed trend Spline
Column Series Vertical categorical comparison Column
Bar Series Horizontal categorical comparison Bar
Step Line Series Stepped signal/set point Step Line

Stacked, Range Column and Waterfall are separate flows

This page describes the standard flow. For types with a Stack By column → Stacked Flow. For min-max range bars → Range Column Flow. For cumulative increase/decrease charts → Waterfall Flow.

Flow Diagram

flowchart LR
    A[1. Group<br/>Cartesian] --> B[2. Chart Type<br/>Line/Area/Spline/<br/>Column/Bar/StepLine]
    B --> C[3. Compass Entry]
    C --> D[4. Axis Config<br/>X/Y mapping]
    D --> E[5. Series Design<br/>Color · Marker · Label]
    E --> F[6. Add Series<br/>Multi-series]
    F --> G[7. General Design<br/>Title · Legend · Axis]
    G --> H[8. Card Design<br/>Refresh · Border]
    H --> I[9. Display<br/>Name · Tag · Folder]

Step Pages

# Step Page Key Content
1 Group Selection 01 — Group Selection Select the Cartesian card
2 Chart Type Selection 02 — Chart Type 6 standard Cartesian sub-types
3 Compass Entry Selection 03 — Compass Entry SQL / REST / MQTT / Excel entry
4 Axis Configuration 04 — Axis Config X/Y axis type and column
5 Series Design 05 — Series Design Color, marker, data label, column width
6 Add Series 06 — Add Series Multi-series, secondary Y-axis
7 General Design 07 — General Design Title, Legend, Tooltip, Axis, Plot Area, Zoom, Trackball
8 Card Design 08 — Card Design Background, Border, Padding, Refresh, Info Card
9 Display Information 09 — Display Name, Description, Tags, Target Folder

Data Requirements (Common)

The standard Cartesian flow expects the Compass entry to return at least two columns:

Column Type Role
X column TIMESTAMP / TEXT / NUMERIC Axis labels (time, category, numeric)
Y column NUMERIC Value to be visualized

For multi-series, additional entries can be selected in step 6; each additional series can use its own query.

Prerequisites

  • Compass entry: A standard SQL/REST/MQTT/Excel entry must be defined. Your query must return the X column sorted (ORDER BY ts); otherwise lines/bars will render in mixed order.
  • Numeric Y column: The Compass entry must return at least one NUMERIC column; otherwise the Y axis dropdown will be grayed out in Step 4.
  • Sufficient time range: At least 5-10 points are recommended for trend/comparison; for 200+ points disable markers in Step 5.

→ If there is no entry in the Compass module, first create one there.

Next Step

→ Start the wizard with 01 — Group Selection.