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3. Compass Record Selection — Circular

In this step, the Compass record that the Circular widget will use is selected. Your record must return at least two columns: slice name (label) and slice value (numeric).

Wizard route: /cartography/add/selectcompass

Prerequisite

Steps 1 (Circular) and 2 (Pie/Doughnut/Radial Bar) must be completed.

→ 02 — Chart Type Selection

1. Compass Record List

Query selection screen

2. Record Structure Suitable for Circular

-- Shift-based production share
SELECT
    shift           AS slice_label,   -- X (label)
    SUM(count)      AS slice_value    -- Y (value)
FROM production_log
WHERE DATE(ts) = CURRENT_DATE
GROUP BY shift
ORDER BY slice_value DESC;
Column Role in Step 4 Type
slice_label X Axis Column (label) TEXT
slice_value Y Axis Column (value) NUMERIC

Sorting

Sort slices from largest to smallest for Pie / Doughnut (ORDER BY value DESC); the largest slice usually starts at the "12 o'clock" position and creates visual hierarchy.

6+ Slices

More than 6 slices in Pie reduces readability. Use top-N + "Other" grouping in SQL:

SELECT
    CASE WHEN product_code IN (top5_subquery) THEN product_code
         ELSE 'Other' END AS slice_label,
    SUM(count) AS slice_value
FROM production_log
GROUP BY 1;

3. Data Sources Suitable for Circular

Data Source Suitability for Circular Notes
PostgreSQL / MSSQL / MySQL ✅ Ideal Distribution ready with GROUP BY
REST API ✅ Suitable JSON response as label/value array
MQTT ⚠️ Limited Snapshot is a single row; not meaningful for share analysis
Excel Offline ✅ Suitable Label + value columns in the sheet

4. Record Search and Tag Filter

Action Effect
Search box Instant filter on record name + description
Tag filter Select tags from the filter icon
Clear Clear filters

Circular Tag

Use share, distribution, pie tags in Compass for Circular queries.

5. Confirm the Record

Click on a record to highlight the row. Proceed with the Next button at the top right.

Compass record selected

Proceeding Without Selecting a Record

If no record is selected, Next gives a warning: "Please select a Compass query first".

6. Excel Offline Sheet Selection

If an Excel record is selected, a Sheet dropdown appears below it. Select a sheet then click Next.

7. Preview Execution

When the Next button is pressed, the record is executed and the result is kept in memory.

8. Common Errors

Symptom Possible Cause Solution
Only one slice visible Query returns a single row Aggregate with GROUP BY
Y column not numeric Missing SUM/COUNT Add a numeric column
Too many slices (12+) High number of categories Group into top-N + "Other"

9. Next Step

→ 04 — Axis Configuration