1300 lines
62 KiB
Plaintext
1300 lines
62 KiB
Plaintext
---
|
||
layout: default
|
||
title: Data Visualization
|
||
output: bookdown::html_chapter
|
||
---
|
||
|
||
```{r setup, include=FALSE, message=FALSE}
|
||
knitr::opts_chunk$set(cache = TRUE)
|
||
if (!require(hexbin)) install.packages("hexbin")
|
||
```
|
||
|
||
# Visualize Data
|
||
|
||
> "The simple graph has brought more information to the data analyst’s mind than any other device."---John Tukey
|
||
|
||
Visualization makes data decipherable. Have you ever tried to study a table of raw data? You can examine a couple of values at a time, but you cannot attend to many values at once. The data overloads your attention span, which makes it hard to spot patterns in the data. See this for yourself; can you spot the striking relationship between $X$ and $Y$ in the table below?
|
||
|
||
```{r data, echo=FALSE}
|
||
x <- rep(seq(0.2, 1.8, length = 5), 2) + runif(10, -0.15, 0.15)
|
||
X <- c(0.02, x, 1.94)
|
||
Y <- sqrt(1 - (X - 1)^2)
|
||
Y[1:6] <- -1 * Y[1:6]
|
||
Y <- Y - 1
|
||
order <- sample(1:10)
|
||
knitr::kable(round(data.frame(X = X[order], Y = Y[order]), 2))
|
||
```
|
||
|
||
Raw data is difficult to comprehend, but visualized data is easy to understand. Once you plot your data, you can see the relationships between data points---instantly. For example, the graph below shows the same data as above. Here, the relationship between the points is obvious.
|
||
|
||
```{r echo=FALSE, dependson=data}
|
||
ggplot2::qplot(X, Y) + ggplot2::coord_fixed(ylim = c(-2.5, 2.5), xlim = c(-2.5, 2.5))
|
||
```
|
||
|
||
This chapter will teach you how to visualize your data with R and the `ggplot2` package. R contains several systems for making graphs, but the `ggplot2` system is one of the most beautiful and most versatile. `ggplot2` implements the *grammar of graphics*, a coherent system for describing and building graphs. With `ggplot2`, you can do more faster by learning one system and applying it in many places.
|
||
|
||
## Outline
|
||
|
||
*Section 1* will get you started making graphs right away. You'll learn how to use the grammar of graphics to make any type of plot.
|
||
|
||
*Section 2* will show you how to use data visualization to explore and understand your data.
|
||
|
||
*Section 3* will show you how to customize your plots with labels, legends, color schemes, and more.
|
||
|
||
## Prerequisites
|
||
|
||
To access the data sets and functions that we will use in this chapter, load the `ggplot2` package:
|
||
|
||
```{r echo = FALSE, message = FALSE, warning = FALSE}
|
||
library(ggplot2)
|
||
```
|
||
|
||
```{r eval = FALSE}
|
||
install.packages("ggplot2")
|
||
library(ggplot2)
|
||
```
|
||
|
||
## The Layered Grammar of Graphics
|
||
|
||
The grammar of graphics is a language for describing graphs. Once you learn the language, you can use it to build graphs with `ggplot2`, but how should you learn the language?
|
||
|
||
Have you ever tried to learn a language by only studying its rules, vocabulary, and syntax? That's how I tried to learn spanish in college, and now I speak _un muy, muy, poquito_.
|
||
|
||
It is far better to learn a language by actually speaking it! And that's what we'll do here; we'll learn the grammar of graphics by making a series of plots. Don't worry if things seem confusing at first, by the end of the section everything will come together in a clear way.
|
||
|
||
Let's use our first graph to answer a question: Do cars with big engines use more fuel than cars with small engines? You probably already have an answer, but try to make your answer precise. What does the relationship between engine size and fuel efficieny look like? Is it positive? Negative? Linear? Nonlinear? Strong? Weak?
|
||
|
||
You can test your answer with the `mpg` data set in the `ggplot2` package. The data set contains observations collected by the EPA on 38 models of car. Among the variables in `mpg` are
|
||
|
||
1. `displ` - a car's engine size in litres, and
|
||
2. `hwy` - a car's fuel efficiency on the highway in miles per gallon (mpg). A car with a low fuel efficiency consumes more fuel than a car with a high fuel efficiency when they travel the same distance.
|
||
|
||
To learn more about `mpg`, open its help page with the command `?mpg`.
|
||
|
||
***
|
||
|
||
*Tip*: If you have trouble loading `mpg`, its help page, or any of the functions in this chapter, you may need to reload the `ggplot2` package with the command below. You will need to reload the package each time you start a new R session.
|
||
|
||
```{r eval=FALSE}
|
||
library(ggplot2)
|
||
```
|
||
|
||
***
|
||
|
||
### Scatterplots
|
||
|
||
The easiest way to understand the `mpg` data set is to visualize it, which means that it is time to make our first graph. To do this, open an R session and run the code below. The code plots the `displ` variable of `mpg` against the `hwy` variable to make the graph below. Does the graph confirm your hypothesis about fuel efficiency and engine size?
|
||
|
||
```{r}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy))
|
||
```
|
||
|
||
The graph shows a negative relationship between engine size (`displ`) and fuel efficiency (`hwy`). In other words, cars with big engines use more fuel. But the graph shows us something else as well.
|
||
|
||
One group of points seems to fall outside of the linear trend. These cars have a higher mileage than you might expect. Can you tell why? Before we examine these cars, let's review the code that made our graph.
|
||
|
||
`r bookdown::embed_png("images/visualization-1.png", dpi = 300)`
|
||
|
||
#### Template
|
||
|
||
Our code is almost a template for making plots with `ggplot2`.
|
||
|
||
```{r eval=FALSE}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy))
|
||
```
|
||
|
||
With `ggplot2`, you begin a plot with the function `ggplot()`. `ggplot()` doesn't create a plot by itself; instead it initializes a new plot that you can add layers to.
|
||
|
||
The first argument of `ggplot()` is the data set to use in the graph. So `ggplot(data = mpg)` initializes a graph that will use the `mpg` data set.
|
||
|
||
You complete your graph by adding one or more layers to `ggplot()`. Here, the function `geom_point()` adds a layer of points to the plot, which creates a scatterplot. `ggplot2` comes with other geom functions that you can use as well. Each function creates a different type of layer, and each function takes a mapping argument.
|
||
|
||
The mapping argument of your geom function explains where your points should go. You must set `mapping` to a call to `aes()`. The `x` and `y` arguments of `aes()` explain which variables to map to the x and y axes of the graph. `ggplot()` will look for those variables in your data set, `mpg`.
|
||
|
||
This code suggests a minimal template for making graphs with `ggplot2`. To make a graph, replace the bracketed sections in the code below with a data set, a geom function, or a set of mappings.
|
||
|
||
```{r eval = FALSE}
|
||
ggplot(data = <DATA>) +
|
||
<GEOM_FUNCTION>(mapping = aes(<MAPPINGS>))
|
||
```
|
||
|
||
#### Aesthetic Mappings
|
||
|
||
> "The greatest value of a picture is when it forces us to notice what we never expected to see."---John Tukey
|
||
|
||
Our plot above revealed a group of cars that had better than expected mileage. How can you explain these cars?
|
||
|
||
Let's hypothesize that the cars are hybrids. One way to test this hypothesis is to look at the `class` value for each car. The `class` variable of the `mpg` data set classifies cars into groups such as compact, midsize, and suv. If the outlying points are hybrids, they should be classified as compact cars or, perhaps, subcompact cars (keep in mind that this data was collected before hybrid trucks and suvs became popular).
|
||
|
||
You can add a third value, like `class`, to a two dimensional scatterplot by mapping it to an _aesthetic_.
|
||
|
||
An aesthetic is a visual property of the points in your plot. Aesthetics include things like the size, the shape, or the color of your points. You can display a point (like the one below) in different ways by changing the values of its aesthetic properties. Since we already use the word "value" to describe data, let's use the word "level" to describe aesthetic properties. Here we change the levels of a point's size, shape, and color to make the point small, trianglular, or blue.
|
||
|
||
`r bookdown::embed_png("images/visualization-2.png", dpi = 300)`
|
||
|
||
You can convey information about your data by mapping the aesthetics in your plot to the variables in your data set. For example, we can map the colors of our points to the `class` variable. Then the color of each point will reveal its class affiliation.
|
||
|
||
```{r}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy, color = class))
|
||
```
|
||
|
||
To map an aesthetic to a variable, set the name of the aesthetic to the name of the variable, _and do this in your plot's `aes()` call_. `ggplot2` will automatically assign a unique level of the aesthetic (here a unique color) to each unique value of the variable. `ggplot2` will also add a legend that explains which levels correspond to which values.
|
||
|
||
The colors reveal that many of the unusual points are two seater cars. These cars don't seem like hybrids. In fact, they seem like sports cars---and that's what they are. Sports cars have large engines like suvs and pickup trucks, but small bodies like midsize and compact cars, which improves their gas mileage. In hindsight, these cars were unlikely to be hybrids since they have large engines.
|
||
|
||
In the above example, we mapped `class` to the color aesthetic, but we could have mapped `class` to the size aesthetic in the same way. In this case, the exact size of each point reveals its class affiliation.
|
||
|
||
```{r}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy, size = class))
|
||
```
|
||
|
||
Or we could have mapped `class` to the _alpha_ aesthetic, which controls the transparency of the points. Now the transparency of each point corresponds with its class affiliation.
|
||
|
||
```{r}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy, alpha = class))
|
||
```
|
||
|
||
We also could have mapped `class` to the shape of the points.
|
||
|
||
```{r warning=FALSE}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy, shape = class))
|
||
```
|
||
|
||
***
|
||
|
||
**Tip** - What happened to the suv's? `ggplot2` will only use six shapes at a time. Additional groups will go unplotted when you use this aesthetic.
|
||
|
||
***
|
||
|
||
In each case, you set the name of the aesthetic to the variable to display, and you do this within the `aes()` function. The syntax highlights a useful insight because you also set `x` and `y` to variables within `aes()`. The insight is that the x and y locations of a point are themselves aesthetics, visual properties that you can map to variables to display information about the data.
|
||
|
||
Once you set an aesthetic, `ggplot2` takes care of the rest. It selects a pleasing set of levels to use for the aesthetic, and it constructs a legend that explains the mapping. For x and y aesthetics, `ggplot2` does not create a legend, but it creates an axis line with tick marks and a label. The axis line acts as a legend; it explains the mapping between locations and values.
|
||
|
||
You can also set the aesthetic properties of your geom manually. For example, we can make all of the points in our plot blue.
|
||
|
||
```{r}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy), color = "blue")
|
||
```
|
||
|
||
Here, the color doesn't convey information about a variable. It just changes the appearance of the plot. To set an aesthetic manually, call the aesthetic as an argument of your geom function. Then pass the aesthetic a value that R will recognize, such as
|
||
|
||
* the name of a color as a character string
|
||
* the size of a point as a cex expansion factor (see `?par`)
|
||
* the shape as a point as a number code
|
||
|
||
R uses the following numeric codes to refer to the following shapes.
|
||
|
||
```{r echo=FALSE}
|
||
pchShow <-
|
||
function(extras = c("*",".", "o","O","0","+","-","|","%","#"),
|
||
cex = 2,
|
||
col = "red3", bg = "gold", coltext = "brown", cextext = 1.1,
|
||
main = "")
|
||
{
|
||
nex <- length(extras)
|
||
np <- 26 + nex
|
||
ipch <- 0:(np-1)
|
||
k <- floor(sqrt(np))
|
||
dd <- c(-1,1)/2
|
||
rx <- dd + range(ix <- ipch %/% k)
|
||
ry <- dd + range(iy <- 3 + (k-1)- ipch %% k)
|
||
pch <- as.list(ipch) # list with integers & strings
|
||
if(nex > 0) pch[26+ 1:nex] <- as.list(extras)
|
||
plot(rx, ry, type = "n", axes = FALSE, xlab = "", ylab = "", main = main)
|
||
abline(v = ix, h = iy, col = "lightgray", lty = "dotted")
|
||
for(i in 1:np) {
|
||
pc <- pch[[i]]
|
||
points(ix[i], iy[i], pch = pc, col = col, bg = bg, cex = cex)
|
||
if(cextext > 0)
|
||
text(ix[i] - 0.4, iy[i], pc, col = coltext, cex = cextext)
|
||
}
|
||
}
|
||
|
||
pchShow()
|
||
```
|
||
|
||
If you get an odd result, double check that you are calling the aesthetic as its own argument (and not calling it from inside of `mapping = aes()`. I like to think of aesthetics like this, if you set the aesthetic:
|
||
|
||
* _inside_ of the `aes()` function, `ggplot2` will map the aesthetic to data values and build a legend.
|
||
* _outside_ of the `aes()` function, `ggplot2` will directly set the aesthetic to your input.
|
||
|
||
|
||
#### Exercises
|
||
|
||
Now that you know how to use aesthetics, take a moment to experiment with the `mpg` data set.
|
||
|
||
1. Map a discrete variable to `color`, `size`, `alpha`, and `shape`. Then map a continuous variable to each. Does `ggplot2` behave differently for discrete vs. continuous variables?
|
||
+ The discrete variables in `mpg` are: `manufacturer`, `model`, `trans`, `drv`, `fl`, `class`
|
||
+ The continuous variables in `mpg` are: `displ`, `year`, `cyl`, `cty`, `hwy`
|
||
2. Map the same variable to multiple aesthetics in the same plot. Does it work? How many legends does `ggplot2` create?
|
||
3. Attempt to set an aesthetic to something other than a variable name, like `displ < 5`. What happens?
|
||
|
||
***
|
||
|
||
**Tip** - See the help page for `geom_point()` (`?geom_point`) to learn which aesthetics are available to use in a scatterplot. See the help page for the `mpg` data set (`?mpg`) to learn which variables are in the data set.
|
||
|
||
***
|
||
|
||
#### Geoms
|
||
|
||
How are these two plots similar?
|
||
|
||
```{r echo = FALSE, message = FALSE, fig.show='hold', fig.width=3, fig.height=3}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy))
|
||
|
||
ggplot(data = mpg) +
|
||
geom_smooth(mapping = aes(x = displ, y = hwy))
|
||
```
|
||
|
||
They both contain the same x variable, the same y variable, and if you look closely, you can see that they both describe the same data. But the plots are not identical.
|
||
|
||
Each plot uses a different visual object to represent the data. You could say that these two graphs are different "types" of plots, or that they "draw" different things. In `ggplot2` syntax, we say that they use different _geoms_.
|
||
|
||
A _geom_ is the geometrical object that a plot uses to represent data. People often describe plots by the type of geom that the plot uses. For example, bar charts use bar geoms, line charts use line geoms, boxplots use boxplot geoms, and so on.
|
||
|
||
As we see above, you can use different geoms to plot the same data. The plot on the left uses the point geom, which is how you create a scatterplot; and the plot on the right uses the smooth geom, a smooth line fitted to the data.
|
||
|
||
To change the geom in your plot, change the geom function that you add to `ggplot()`. For instance, you can make the plot on the left with `geom_point()`:
|
||
|
||
```{r eval=FALSE}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy))
|
||
```
|
||
|
||
And you can make the plot on the right with `geom_smooth()`:
|
||
|
||
```{r eval=FALSE, message = FALSE}
|
||
ggplot(data = mpg) +
|
||
geom_smooth(mapping = aes(x = displ, y = hwy))
|
||
```
|
||
|
||
Every geom function takes a `mapping` argument. However, the aesthetics that you pass the argument will change from geom to geom. If you think about it, this makes sense. You could set the shape of a point, but you couldn't set the "shape" of a line. On the other hand, you _could_ change the linetype of a line:
|
||
|
||
```{r message = FALSE}
|
||
ggplot(data = mpg) +
|
||
geom_smooth(mapping = aes(x = displ, y = hwy, linetype = drv))
|
||
```
|
||
|
||
Now `geom_smooth()` separates the cars into three lines based on their `drv` value, which describes a car's drive train. `geom_smooth()` then gives each line a unique linetype. Here, `4` stands for four wheel drive, `f` for front wheel drive, and `r` for rear wheel drive.
|
||
|
||
```{r message = FALSE}
|
||
ggplot(data = mpg) +
|
||
geom_smooth(mapping = aes(x = displ, y = hwy, linetype = drv))
|
||
```
|
||
|
||
***
|
||
|
||
**Tip** - Many geoms use a single object to describe all of the data. For these geoms, you can ask `ggplot2` to draw a separate object for each group of observations by setting the `group` aesthetic to a discrete variable.
|
||
|
||
In practice, `ggplot2` will automatically detect when it needs to group the data to apply several levels of an aesthetic to a single, monolithic geom (as in the `geom_smooth()` example). It is convenient to rely on this feature because the group aesthetic by itself does not add a legend or distinguishing features to the resulting objects.
|
||
|
||
***
|
||
|
||
`ggplot2` provides 37 geom functions that you can use to visualize your data. Each geom is particularly well suited for visualizing a certain type of data or a certain type of relationship. The table below lists the geoms in `ggplot2`, loosely organized by the type of relationship that they describe. Next to each geom is a visual representation of the geom. Beneath the geom is a list of aesthetics that apply to the geom.
|
||
|
||
***
|
||
|
||
`r bookdown::embed_png("images/blank.png", dpi = 300)`
|
||
|
||
***
|
||
|
||
#### Layers
|
||
|
||
Smooth lines are especially useful when you plot them _on top_ of raw data. The raw data provides a context for the smooth line, and the smooth line provides a summary of the raw data. To plot a smooth line on top of a scatterplot, add a call to `geom_smooth()` _after_ a call to `geom_point()`.
|
||
|
||
```{r, message = FALSE}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy)) +
|
||
geom_smooth(mapping= aes(x = displ, y = hwy))
|
||
```
|
||
|
||
Why does this work? You can think of each geom function in `ggplot2` as a layer. When you add multiple geoms to your plot call, `ggplot2` will add multiple layers to your plot. This let's you build sophisticated, multi-layer plots; `ggplot2` will place each new geom on top of the preceeding geoms.
|
||
|
||
Pay attention to our coding habits whenever you use multiple geoms. Our call now contains some redundant code. We call `mapping = aes(x = displ, y = hwy)` twice. As a general rule, it is unwise to repeat code because each repetition creates a chance to make a typo or error. Repetitions also make your code harder to read and write.
|
||
|
||
You can avoid repetition by passing a set of mappings to `ggplot()`. `ggplot2` will treat these mappings as global mappings that apply to each geom in the graph. You can then remove the mapping arguments in the individual layers.
|
||
|
||
```{r, message = FALSE}
|
||
ggplot(data = mpg, mapping = aes(x = displ, y = hwy)) +
|
||
geom_point() +
|
||
geom_smooth()
|
||
```
|
||
|
||
If you place mappings in a geom function, `ggplot2` will treat them as local mappings. It will use these mappings to extend or overwrite the global mappings _for that geom only_. This provides an easy way to differentiate geoms.
|
||
|
||
```{r, message = FALSE}
|
||
ggplot(data = mpg, mapping = aes(x = displ, y = hwy)) +
|
||
geom_point(mapping = aes(color = class)) +
|
||
geom_smooth()
|
||
```
|
||
|
||
You can use the same system to specify individual data sets for each layer. For example, we can apply our smooth line to just a subset of the `mpg` data set, the cars with eight cylinder engines.
|
||
|
||
```{r, message = FALSE, warning = FALSE}
|
||
ggplot(data = mpg, mapping = aes(x = displ, y = hwy)) +
|
||
geom_point() +
|
||
geom_smooth(data = subset(mpg, cyl == 8))
|
||
```
|
||
|
||
##### Exercises
|
||
|
||
1. What would this graph look like?
|
||
|
||
```{r, eval = FALSE}
|
||
ggplot(data = mpg, mapping = aes(x = displ, y = hwy, color = class)) +
|
||
geom_point() +
|
||
geom_smooth()
|
||
```
|
||
|
||
2. Will these two graphs look different?
|
||
|
||
```{r, eval = FALSE}
|
||
ggplot(data = mpg, mapping = aes(x = displ, y = hwy)) +
|
||
geom_point() +
|
||
geom_smooth()
|
||
|
||
ggplot(mapping = aes(x = displ, y = hwy)) +
|
||
geom_point(data = mpg) +
|
||
geom_smooth(data = mpg)
|
||
```
|
||
|
||
|
||
### Bar Charts
|
||
|
||
You now know how to make useful scatterplots with `ggplot2`, but there are many different types of plots that you can use to visualize your data. After scatterplots, one of the most used types of plot is the bar chart.
|
||
|
||
To make a bar chart with `ggplot2` use the function `geom_bar()`. `geom_bar()` does not require a $y$ aesthetic.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut))
|
||
```
|
||
|
||
The chart above displays the total number of diamonds in the `diamonds` data set, grouped by `cut`. The `diamonds` data set comes in `ggplot2` and contains information about 53,940 diamonds, including the `price`, `carat`, `color`, `clarity`, and `cut` of each diamond. The chart shows that more diamonds are available with high quality cuts than with low quality cuts.
|
||
|
||
A bar has different visual properties than a point, which can create some surprises. For example, how would you create this simple chart? If you have an R session open, give it a try.
|
||
|
||
```{r echo=FALSE}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = cut))
|
||
```
|
||
|
||
It may be tempting to call the color aesthetic, but for bars the color aesthetic controls the _outline_ of the bar, e.g.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, color = cut))
|
||
```
|
||
|
||
The effect is interesting, sort of psychedelic, but not what we had in mind.
|
||
|
||
To control the interior fill of a bar, you must call the _fill_ aesthetic.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = cut))
|
||
```
|
||
|
||
If you map the fill aesthetic to a third variable, like `clarity`, you get a stacked bar chart.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = clarity))
|
||
```
|
||
|
||
#### Positions
|
||
|
||
But what if you don't want a stacked bar chart? What if you want the chart below? Could you make it?
|
||
|
||
```{r echo = FALSE}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = clarity), position = "dodge")
|
||
```
|
||
|
||
The chart displays the same 40 color coded rectangles as the stacked bar chart above. Each bar represents a combination of `cut` and `clarity`. However, the position of the bars within the two charts is different. In the stacked bar chart, `ggplot2` stacked bars that have the same cut on top of each other. In this plot, `ggplot2` places bars that have the same cut beside each other.
|
||
|
||
You can control this behavior by adding a _position adjustment_ to your geom. A position adjustment tells `ggplot2` what to do when two or more objects appear at the same spot in the coordinate system. To set a position adjustment, set the `position` argument of your geom function to one of `"identity"`, `"stack"`, `"dodge"`, `"fill"`, or `"jitter"`.
|
||
|
||
##### Position = "identity"
|
||
|
||
When `position = "identity"`, `ggplot2` will place each object exactly where it falls in the context of the graph.
|
||
|
||
For our bar chart, this would mean that each bar would start at `y = 0` and would appear directly above the `cut` value that it describes. Since there are eight bars for each value of `cut`, many bars would overlap. The plot will look suspiciously like a stacked bar chart, but the stacked heights will be inaccurate, as each bar actually descends to `y = 0`. Some bars would not appear at all because they would be completely overlapped by other bars.
|
||
|
||
`position = "identity"` is a poor choice for a bar chart, but is the sensible default position adjustment for many geoms, such as `geom_point()`.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = clarity), position = "identity") +
|
||
ggtitle('Position = "identity"')
|
||
```
|
||
|
||
##### Position = "stack"
|
||
|
||
`position = "stack"` places overlapping objects directly _above_ one another. This is the default position adjustment for bar charts in `ggplot2`. Here each bar begins exactly where the bar below it ends.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = clarity), position = "stack") +
|
||
ggtitle('Position = "stack"')
|
||
```
|
||
|
||
##### Position = "fill"
|
||
|
||
`position = "fill"` places overlapping objects above one another. However, it scales the objects to take up all of the available vertical space. As a result, `position = "fill"` makes it easy to compare relative frequencies across groups.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = clarity), position = "fill") +
|
||
ggtitle('Position = "fill"')
|
||
```
|
||
|
||
##### Position = "dodge"
|
||
|
||
`position = "dodge"` places overlapping objects directly _beside_ one another. This is how I created the graph at the start of the section.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = clarity), position = "dodge") +
|
||
ggtitle('Position = "dodge"')
|
||
```
|
||
|
||
##### Position = "jitter"
|
||
|
||
The last type of position doesn't make sense for bar charts, but it is very useful for scatterplots. Recall our first scatterplot.
|
||
|
||
```{r echo = FALSE}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy))
|
||
```
|
||
|
||
Did you notice that the plot displays only 126 points, even though there are 234 observations in the data set? Did you also notice that the points appear to fall on a grid. Why should this be?
|
||
|
||
This is common behavior in scatterplots. The points appear in a grid because the `hwy` and `displ` measurements were rounded to the nearest integer and tenths values. As a result, many points overlap each other because they've been rounded to the same values of `hwy` and `displ`. The rounding also explains why our graph appears to contain only 126 points. 108 points are hidden on top of other points located at the same value.
|
||
|
||
This arrangement can cause problems because it makes it hard to see where the mass of the data is. Is there one special combination of `hwy` and `displ` that contains 109 values? Or are the data points more or less equally spread throughout the graph?
|
||
|
||
You can avoid this overplotting problem by setting the position adjustment to "jitter". `position = "jitter"` adds a small amount of random noise to each point, which spreads the points out because no two points are likely to receive the same amount of random noise.
|
||
|
||
```{r}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy), position = "jitter") +
|
||
ggtitle('Position = "jitter"')
|
||
```
|
||
|
||
But isn't random noise, you know, bad? It *is* true that jittering your data will make it less accurate at the local level, but jittering may make your data _more_ accurate at the global level. Occasionally, jittering will reveal a pattern that was hidden within the grid.
|
||
|
||
***
|
||
|
||
**Tip** - `ggplot2` comes with a special geom `geom_jitter()` that is the exact equivalent of `geom_point(position = "jitter")`.
|
||
|
||
***
|
||
|
||
***
|
||
|
||
**Tip** - To learn more about a position adjustment, look up the help page associated with each adjustment: `?position_dodge`, `?position_fill`, `?position_identity`, `?position_jitter`, and `?position_stack`.
|
||
|
||
***
|
||
|
||
#### Stats
|
||
|
||
Bar charts are interesting because they reveal something subtle about plots. Consider our basic bar chart.
|
||
|
||
```{r echo = FALSE}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut))
|
||
```
|
||
|
||
On the x axis, the chart displays `cut`, a variable in the `diamonds` data set. On the y axis, it displays count; but count is not a variable in the diamonds data set:
|
||
|
||
```{r}
|
||
head(diamonds)
|
||
```
|
||
|
||
Where does count come from?
|
||
|
||
Some graphs, like scatterplots, plot the raw values of your data set. Other graphs, like bar charts, do not plot raw values at all. These graphs apply an algorithm to your data and then plot the results of the algorithm. Consider how often graphs do this.
|
||
|
||
* **bar charts** and **histograms** bin your data and then plot bin counts, the number of points that fall in each bin.
|
||
* **smooth lines** fit a model to your data and then plot the model line.
|
||
* **boxplots** calculate the quartiles of your data and then plot the quartiles as a box.
|
||
* and so on.
|
||
|
||
`ggplot2` calls the algorithm that a graph uses to transform raw data a _stat_, which is short for statistical transformation. Each geom in `ggplot2` is associated with a default stat that it uses to plot your data. `geom_bar()` uses the "count" stat, which computes a data set of counts for each x value from your raw data. `geom_bar()` then uses this computed data to make the plot.
|
||
|
||
`r bookdown::embed_png("images/blank.png", dpi = 300)`
|
||
|
||
A few geoms, like `geom_point()`, plot your raw data as it is. To keep things simple, let's imagine that these geoms also transform the data. They just use a very lame transformation, the identity transformation, which returns the data in its original state. Now we can say that _every_ geom uses a stat.
|
||
|
||
`r bookdown::embed_png("images/blank.png", dpi = 300)`
|
||
|
||
You can learn which stat a geom uses, as well as what variables it computes by visiting the geom's help page. For example, the help page of `geom_bar()` shows that it uses the count stat and that the count stat computes two new variables, `count` and `prop`. If you have an R session open---and you should!---you can verify this by running `?geom_bar` at the command line.
|
||
|
||
Stats are the most subtle part of plotting because you do not see them in action. `ggplot2` applies the transformation and stores the results behind the scenes. You only see the finished plot. Moreover, `ggplot2` applies stats automatically, with a very intuitive set of defaults. So why bother thinking about them? Because you can use stats to do three very useful things.
|
||
|
||
First, you can tell `ggplot2` to use variables created by the stat. For example, the count stat creates two variables, `count` and `prop`, but `geom_bar()` only uses the `count` variable by default.
|
||
|
||
You can tell `geom_bar()` to use the prop variable by mapping $y$ to `..prop..`. The two dots that surround prop notify `ggplot2` that the prop variable appears in the transformed data set, not the raw data set. Be sure to include these dots whenever you refer to a variable that is created by a stat.
|
||
|
||
```{r message = FALSE, fig.show='hold', fig.width=4, fig.height=4}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut))
|
||
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, y = ..prop.., group = cut))
|
||
```
|
||
|
||
***
|
||
|
||
**Tip** - The best way to discover which variables are created by a stat is to visit the stat's help page. To open the help page, place the prefix `?stat_` before the name of the stat, then run the command at the command line, e.g. `?stat_count`.
|
||
|
||
***
|
||
|
||
Second, you can customize how a stat does its job. For example, the count stat takes a width parameter that it uses to set the widths of the bars in a bar plot. To pass a width value to the stat, provide a width argument to the geom that uses the stat. `width = 1` will make the bars wide enough to touch each other.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut), width = 1)
|
||
```
|
||
|
||
You can learn which arguments a stat takes and how it uses them at the stat's help page.
|
||
|
||
Finally, you can change the stat that your geom uses by etting the geom's stat argument. For example, you can map the heights of your bars to raw values---not counts---if you change the stat of `geom_bar()` from "count" to "identity". This works best if your data contains one value per bar, as in the demo data set below. Map the $y$ aesthetic to the variable that contains the bar heights.
|
||
|
||
```{r}
|
||
demo <- data.frame(
|
||
a = c("bar_1","bar_2","bar_3"),
|
||
b = c(20, 30, 40)
|
||
)
|
||
|
||
demo
|
||
|
||
ggplot(data = demo) +
|
||
geom_bar(mapping = aes(x = a, y = b), stat = "identity")
|
||
```
|
||
|
||
Use consideration when you change a geom's stat. Many combinations of geoms and stats will create incompatible results. In practice, I almost always use a geom's default stat.
|
||
|
||
`ggplot2` provides 22 stats for you to use. The table below describes each stat and lists the command that will open the stat's help page. As of `ggplot2` version 1.0.1.9003, stats share the same help page as the geom that they are most frequently associated with.
|
||
|
||
***
|
||
|
||
`r bookdown::embed_png("images/blank.png", dpi = 300)`
|
||
|
||
***
|
||
|
||
### Polar charts
|
||
|
||
Now that you can make scatterplots and bar charts, let's leave the cartesian coordinate system and examine the polar coordinate system. We will begin with a riddle: how is a bar chart similar to a coxcomb plot, like the one below?
|
||
|
||
```{r echo = FALSE, message = FALSE, fig.show='hold', fig.width=3, fig.height=4}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = cut))
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = cut), width = 1) +
|
||
coord_polar()
|
||
```
|
||
|
||
Answer: A coxcomb plot is a bar chart plotted in polar coordinates.
|
||
|
||
#### Coordinate systems
|
||
|
||
To make a coxcomb plot with `ggplot2`, first build a bar chart and then add `coord_polar()` to your plot call. Polar bar charts will look better if you also set the width parameter of `geom_bar()` to 1. This will ensure that no space appears between the bars.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = cut), width = 1) +
|
||
coord_polar()
|
||
```
|
||
|
||
You can use `coord_polar()` to turn any plot in `ggplot2` into a polar chart. Whenever you add `coord_polar()` to a plot's call, `ggplot2` will draw the plot on a polar coordinate system. It will map the plot's $y$ variable to $r$ and the plot's $x$ variable to $\theta$. You can reverse this behavior by passing `coord_polar()` the argument `theta = "y"`.
|
||
|
||
Polar coordinates unlock another riddle as well. You may have noticed that `ggplot2` does not come with a pie chart geom. Why would that be?
|
||
|
||
In practice, a pie chart is just a stacked bar chart plotted in polar coordinates. To make a pie chart in `ggplot2`, create a stacked bar chart and:
|
||
|
||
1. ensure that the x axis only has one value. An easy way to do this is to set `x = factor(1)`.
|
||
2. set the width of the bar to one, e.g. `width = 1`
|
||
3. Add `coord_polar()`
|
||
4 Pass `coord_polar()` the argument `theta = "y"`
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = factor(1), fill = cut), width = 1) +
|
||
coord_polar(theta = "y")
|
||
```
|
||
|
||
`ggplot2` comes with eight coordinate functions that you can use in the same way as `coord_polar()`. The table below describes each function and what it does. Add any function to your plot's call to change the coordinate system that plot uses.
|
||
|
||
***
|
||
|
||
`r bookdown::embed_png("images/blank.png", dpi = 300)`
|
||
|
||
***
|
||
|
||
***
|
||
|
||
**Tip** - You can learn more about each coordinate system by opening its help page in R, e.g. `?coord_cartesian`, `?coord_fixed`, `?coord_flip`, `?coord_map`, `?coord_polar`, and `?coord_trans`.
|
||
|
||
***
|
||
|
||
#### Facets
|
||
|
||
Coxcomb plots are especially useful when you make many coxcomb plots to compare against each other. Each coxcomb will act as a glyph that you can use to compare subsets of your data. The quickest way to draw separate coxcombs for subsets of your data is to facet your plot. When you _facet_ a plot, you split it into subplots that each describe a subset of the data.
|
||
|
||
To facet your plot on a single discrete variable, add `facet_wrap()` to your plot call. The first argument of `facet_wrap()` is a formula, always a `~` followed by a variable name. For example, here we create a separate subplot for each level of the `clarity` variable. The first subplot displays the group of points that have the `clarity` value `I1`. The second subplot displays the group of points that have the `clarity` value `SI2`. And so on.
|
||
|
||
```{r fig.height = 7, fig.width = 7}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = cut), width = 1) +
|
||
coord_polar() +
|
||
facet_wrap( ~ clarity)
|
||
```
|
||
|
||
To facet your plot on the combinations of two variables, add `facet_grid()` to your plot call. The first argument of `facet_grid()` is also a formula. This time the formula should contain two variable names separated by a `~`.
|
||
|
||
```{r fig.height = 7, fig.width = 7}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut, fill = cut), width = 1) +
|
||
coord_polar() +
|
||
facet_grid(color ~ clarity)
|
||
```
|
||
|
||
Here the first subplot displays all of the points that have an `I1` code for `clarity` _and_ a `D` code for `color`. Don't be confused by the word color here; `color` is a variable name in the `diamonds` data set. It contains the codes `D`, `E`, `F`, `G`, `H`, `I`, and `J`. `facet_grid(color ~ clarity)` is not invoking the color aesthetic.
|
||
|
||
Faceting works on more than just polar charts. You can add `facet_wrap()` or `facet_grid()` to any plot in `ggplot2`. For example, you could facet our original scatterplot.
|
||
|
||
```{r fig.height = 6, fig.width = 6}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy)) +
|
||
facet_wrap(~ class)
|
||
```
|
||
|
||
If you prefer to not facet on the rows or columns dimension, place a `.` instead of a variable name before or after the `~`.
|
||
|
||
##### Exercises
|
||
|
||
1. What graph will this code make?
|
||
```{r eval = FALSE}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy)) +
|
||
facet_grid(drv ~ .)
|
||
```
|
||
|
||
1. What graph will this code make?
|
||
```{r eval = FALSE}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy)) +
|
||
facet_grid(. ~ cyl)
|
||
```
|
||
|
||
|
||
### The layered grammar of graphics
|
||
|
||
In this section, you learned more than how to make scatterplots, bar charts, and coxcomb plots; you learned a foundation that you can use to make _any_ type of plot with `ggplot2`.
|
||
|
||
To see this, let's add position adjustments, stats, coordinate systems, and faceting to our code template. In `ggplot2`, each of these parameters will work with every plot and every geom.
|
||
|
||
```{r eval = FALSE}
|
||
ggplot(data = <DATA>) +
|
||
<GEOM_FUNCTION>(
|
||
mapping = aes(<MAPPINGS>),
|
||
stat = <STAT>,
|
||
position = <POSITION>
|
||
) +
|
||
<COORDINATE_FUNCTION> +
|
||
<FACET_FUNCTION>
|
||
```
|
||
|
||
Our new template takes seven parameters, the bracketed words that appear in the template. In practice, you rarely need to supply all seven parameters because `ggplot2` will provide useful defaults for everything except the data, the mappings, and the geom function.
|
||
|
||
The seven parameters in the template compose the grammar of graphics, a formal system for building plots. The grammar of graphics is based on the insight that you can uniquely describe _any_ plot as a combination of---you guessed it: a data set, a geom, a set of mappings, a stat, a position adjustment, a coordinate system, and a faceting scheme.
|
||
|
||
To see how this works, consider how you could build a basic plot from scratch: you could start with a data set, transform it into the information that you want to display, choose a geometric object to represent each observation, map aesthetic properties of the objects to variables in the data to visually display the values of the observation. You'd then select a coordinate system to place the objects into. You'd use the location of the objects (which is itself an aesthetic property) to display the values of the x and y variables. At that point, you would have a complete graph, but you could further adjust the positions of the objects or facet the graph if you like. You could also extend the plot by adding one or more additional layers, where each additional layer contains a data set, a geom, a set of mappings, a stat, and a position adjustment.
|
||
|
||
***
|
||
|
||
`r bookdown::embed_png("images/blank.png", dpi = 300)`
|
||
|
||
***
|
||
|
||
Although this method may seem complicated, you could use it to build _any_ plot that you imagine. In other words, you can use the code template that you've learned in this chapter to build hundreds of thousnds of unique plots.
|
||
|
||
In the next section, we will use the template to explore a data set. Along the way, we will build several of the most useful graphs for data scientists.
|
||
|
||
## Exploratory Data Visualization
|
||
|
||
***
|
||
|
||
*Tip*: Throughout this section, we will rely on a distinction between two types of variables:
|
||
|
||
* A variable is **continuous** if you can arrange its values in order _and_ an infinite number of values can exist between any two values of the variable. For example, numbers and date-times are continuous variables. `ggplot2` will treat your variable as continuous if it is a numeric, integer, or a recognizable date-time class (but not a factor, see `?factor`).
|
||
|
||
* A variable is **discrete** if it is not continuous. Discrete variables can only contain a finite (or countably infinite) set of unique values. For example, character strings and boolean values are discrete variables. `ggplot2` will treat your variable as discrete if it is not a numeric, integer, or recognizable date-time class.
|
||
|
||
***
|
||
|
||
### Visualizing Distributions
|
||
|
||
The first group of geoms visualizes the _distribution_ of the values in a variable.
|
||
|
||
Recall that a variable is a quantity, quality, or property whose value can change between measurements. This unique property---that the values of a variable can vary---gives the word "variable" its name. It also motivates all of data science. Scientists attempt to understand what determines the value of a variable. They then use that information to predict or control the value of the variable under a variety of circumstances.
|
||
|
||
One of the most useful tools in this quest are the values themselves, the values that you have already observed for a variable. These values reveal which states of the variable are common, which are rare, and which are seemingly impossible. The pattern of values that emerges as you collect large amounts of data is known as the variable's _distribution_.
|
||
|
||
The distribution of a variable reveals information about the probabilities associated with the variable. As you collect more data, the proportion of observations that occur at a value (or in an interval) will match the probability that the variable will take that value (or take a value in that interval) in a future measurement.
|
||
|
||
In theory, it is easy to visualize the distribution of a variable; simply display how many observations occur at each value of the variable. In practice, how you do this will depend on the type of variable that you wish to visualize.
|
||
|
||
##### Discrete distributions
|
||
|
||
Use `geom_bar()` to visualize the distribution of a discrete variable. `geom_bar()` counts the number of observations that are associated with each value of the variable, and it displays the results as a series of bars. The height of each bar reveals the count of observations that are associated with the x value of the bar.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut))
|
||
```
|
||
|
||
***
|
||
|
||
*Tip* - Since each of the geoms in this subsection visualizes the values of a single variable, you do not need to provide a $y$ aesthetic.
|
||
|
||
***
|
||
|
||
Useful aesthetics for `geom_bar()` are:
|
||
|
||
* x (required)
|
||
* alpha
|
||
* color
|
||
* fill
|
||
* linetype
|
||
* size
|
||
* weight
|
||
|
||
Useful position adjustments for `geom_bar()` are
|
||
|
||
* "stack" (default)
|
||
* "dodge"
|
||
* "fill"
|
||
|
||
Useful stats for `geom_bar()` are
|
||
|
||
* "bin" (default)
|
||
* "identity" (to map bar heights to a y variable)
|
||
|
||
The `width` argument of `geom_bar()` controls the width of each bar. The bars will touch when you set `width = 1`.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bar(mapping = aes(x = cut), width = 1)
|
||
```
|
||
|
||
***
|
||
|
||
*Tip*: You can compute the counts of a discrete variable quickly with R's `table()` function. These are the numbers that `geom_bar()` visualizes.
|
||
```{r}
|
||
table(diamonds$cut)
|
||
```
|
||
|
||
***
|
||
|
||
##### Continuous distributions
|
||
|
||
The strategy of counting the number of observations at each value breaks down for continuous data. If your data is truly continuous, then no two observations will have the same value---so long as you measure the data precisely enough (e.g. without rounding to the _n_th decimal place).
|
||
|
||
To get around this, data scientists divide the range of a continuous variable into equally spaced intervals, a process called _binning_.
|
||
|
||
`r bookdown::embed_png("images/visualization-17.png", dpi = 300)`
|
||
|
||
They then count how many observations fall into each bin.
|
||
|
||
`r bookdown::embed_png("images/visualization-18.png", dpi = 300)`
|
||
|
||
And display the count as a bar, or some other object.
|
||
|
||
`r bookdown::embed_png("images/visualization-19.png", dpi = 300)`
|
||
|
||
This method is temperamental because the appearance of the distribution can change dramatically if the bin size changes. As no bin size is "correct," you should explore several bin sizes when examining data.
|
||
|
||
`r bookdown::embed_png("images/visualization-20.png", dpi = 300)`
|
||
|
||
Several geoms exist to help you visualize continuous distributions. They almost all use the "bin" stat to implement the above strategy. For each of these geoms, you can set the following arguments for "bin" to use:
|
||
|
||
* `binwidth` - the width to use for the bins in the same units as the x variable
|
||
* `origin` - origin of the first bin interval
|
||
* `right` - if `TRUE` bins will be right closed (e.g. points that fall on the border of two bins will be counted with the bin to the left)
|
||
* `breaks` - a vector of actual bin breaks to use. If you set the breaks argument, it will overide the binwidth and origin arguments.
|
||
|
||
Use `geom_histogram()` to make a traditional histogram. The height of each bar reveals how many observations fall within the width of the bar.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_histogram(aes(x = carat))
|
||
```
|
||
|
||
By default, `geom_histogram()` will divide the range of the variable into 30 equal length bins. The quickest way to change this behavior is to set the binwidth argument.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_histogram(aes(x = carat), binwidth = 1)
|
||
```
|
||
|
||
Notice how different binwidths reveal different information. The plot above shows that the availability of diamonds decreases quickly as carat size increases. The plot below shows that there are more diamonds than you would expect at whole carat sizes (and common fractions of carat sizes). Moreover, for each popular size, there are more diamonds that are slightly larger than the size than there are that are slightly smaller than the size.
|
||
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_histogram(aes(x = carat), binwidth = 0.01)
|
||
```
|
||
|
||
Useful aesthetics for `geom_histogram()` are:
|
||
|
||
* x (required)
|
||
* alpha
|
||
* color
|
||
* fill
|
||
* linetype
|
||
* size
|
||
* weight
|
||
|
||
Useful position adjustments for `geom_histogram()` are
|
||
|
||
* "stack" (default)
|
||
* "fill"
|
||
|
||
`geom_freqpoly()` uses a line to display the same information as `geom_histogram()`. You can think of `geom_freqpoly()` as drawing a line that connects the tops of the bars that would appear in a histogram.
|
||
|
||
```{r message = FALSE, fig.show='hold', fig.width=4, fig.height=4}
|
||
ggplot(data = diamonds) +
|
||
geom_freqpoly(aes(x = carat))
|
||
|
||
ggplot(data = diamonds) +
|
||
geom_histogram(aes(x = carat))
|
||
```
|
||
|
||
It is easier to compare levels of a third variable with `geom_freqpoly()` than with `geom_histogram()`. `geom_freqpoly()` displays the shape of the distribution faithfully for each subgroup because you can plot multiple lines in the same graph without adjusting their position. Notice that `geom_histogram()` must stack each new subgroup on top of the others, which obscures the shape of the distributions.
|
||
|
||
```{r message = FALSE, fig.show='hold', fig.width=4, fig.height=4}
|
||
ggplot(data = diamonds) +
|
||
geom_freqpoly(aes(x = carat, color = cut))
|
||
|
||
ggplot(data = diamonds) +
|
||
geom_histogram(aes(x = carat, fill = cut))
|
||
```
|
||
|
||
Useful aesthetics for `geom_freqpoly()` are:
|
||
|
||
* x (required)
|
||
* y
|
||
* alpha
|
||
* color
|
||
* linetype
|
||
* size
|
||
|
||
Although the name of `geom_freqpoly()` suggests that it draws a polygon, it actually draws a line. You can draw the same information as a true polygon (and thus fill in the area below the line) if you combine `geom_area()` with `stat = "bin"`. You will learn more about `geom_area()` in _Visualizing functions between two variables_.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_area(aes(x = carat, fill = cut), stat = "bin", position = "stack")
|
||
```
|
||
|
||
`geom_density()` plots a one dimensional kernel density estimate of a variable's distribution. The result is a smooth version of the information contained in a histogram or a freqpoly.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_density(aes(x = carat))
|
||
```
|
||
|
||
`geom_density()` displays $density$---not $count$---on the y axis, which makes it easier to compare the shape of the distributions of multiple subgroups; the area under each curve will be normalized to one, no matter how many total observations occur in the subgroup.
|
||
|
||
`geom_density()` does not use the binwidth argument. You can control the smoothness of the density with `adjust`, and you can select the kernel to use to estimate the density with `kernel`. Set kernel to one of "gaussian" (default), "epanechikov", "rectangular", "triangular", "biweight", "cosine", "optcosine".
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_density(aes(x = carat, color = cut), kernel = "gaussian", adjust = 4)
|
||
```
|
||
|
||
Useful aesthetics for `geom_density()` are:
|
||
|
||
* x (required)
|
||
* y
|
||
* alpha
|
||
* color
|
||
* fill
|
||
* linetype
|
||
* size
|
||
|
||
Useful position adjustments for `geom_density()` are
|
||
|
||
* "identity" (default)
|
||
* "stack" (when using the fill aesthetic)
|
||
* "fill" (when using the fill aesthetic)
|
||
|
||
`geom_dotplot()` provides a final way to visualize distributions. This unique geom displays a point for each observation, but it stacks points that appear in the same bin on top of each other. The result is similar to a histogram, the height of each stack reveals the number of points in the stack.
|
||
|
||
```{r}
|
||
ggplot(data = mpg) +
|
||
geom_dotplot(aes(x = displ), binwidth = 0.2)
|
||
```
|
||
|
||
Useful aesthetics for `geom_dotplot()` are:
|
||
|
||
* x (required)
|
||
* y
|
||
* alpha
|
||
* color
|
||
* fill
|
||
|
||
Useful arguments that apply to `geom_dotplot()`
|
||
|
||
* `binaxis` - the axis to bin along ("x" or "y")
|
||
* `binwidth` - the interval width to use when binning
|
||
* `dotsize` - diameter of dots relative to binwidth
|
||
* `stackdir` - which direction to stack the dots ("up" (default), "down", "center", "centerwhole")
|
||
* `stackgroups` - Has the equivalent of `position = "stack"` when set to true.
|
||
* `stackratio` - how close to stack the dots. Values less than 1 cause dots to overlap, which shortens stacks.
|
||
|
||
In practice, I find that `geom_dotplot()` works best with small data sets and takes a lot of tweaking of the binwidth, dotsize, and stackratio arguments to fit the dots within the graph (the stack heights depend entirely on the organization of the dots, which renders the y axis ambiguous). That said, dotplots can be useful as a learning aid. They provide an intuitive representation of a histogram.
|
||
|
||
### Compare Distributions
|
||
|
||
### Visualize Covariation
|
||
|
||
#### Visualize functions between two variables
|
||
|
||
Distributions provide useful information about variables, but the information is general. By itself, a distribution cannot tell you how the value of a variable in one set of circumstances will differ from the value of the same variable in a different set of circumstances.
|
||
|
||
_Covariation_ can provide more specific information. Covariation is a relationship between the values of two or more variables.
|
||
|
||
To see how covariation works, consider two variables: the $volume$ of an object and its $temperature$. If the $volume$ of the object usually increases when the $temperature$ of the object increases, then you could use the value of $temperature$ to help predict the value of $volume$.
|
||
|
||
You've probably heard that "correlation (covariation) does not prove causation." This is true, two variables can covary without one causing the other. However, covariation is often the first clue that two variables have a causal relationship.
|
||
|
||
Visualization is one of the best ways to spot covariation. How you look for covariation will depend on the structural relationship between two variables. The simplest structure occurs when two continuous variables have a functional relationship, where each value of one variable corresponds to a single value of the second variable.
|
||
|
||
In this scenario, covariation will appear as a pattern in the relationship. If two variables o not covary, their functional relationship will look like a random walk.
|
||
|
||
The variables `date` and `unemploy` in the `economics` data set have a functional relationship. The `economics` data set comes with `ggplot2` and contains various economic indicators for the United States between 1967 and 2007. The `unemploy` variable measures the number of unemployed individuals in the United States in thousands.
|
||
|
||
A scatterplot of the data reveals the functional relationship between `date` and `unemploy`.
|
||
|
||
```{r}
|
||
ggplot(data = economics) +
|
||
geom_point(aes(x = date, y = unemploy))
|
||
```
|
||
|
||
`geom_line()` makes the relationship clear. `geom_line()` creates a line chart, one of the most used---and most efficient---devices for visualizing a function.
|
||
|
||
```{r}
|
||
ggplot(data = economics) +
|
||
geom_line(aes(x = date, y = unemploy))
|
||
```
|
||
|
||
Useful aesthetics for `geom_line()` are:
|
||
|
||
* x (required)
|
||
* y (required)
|
||
* alpha
|
||
* color
|
||
* linetype
|
||
* size
|
||
|
||
Use `geom_step()` to turn a line chart into a step function. Here, the result will be easier to see with a subset of data.
|
||
|
||
```{r}
|
||
ggplot(data = economics[1:150, ]) +
|
||
geom_step(aes(x = date, y = unemploy))
|
||
```
|
||
|
||
Control the step direction by giving `geom_step()` a direction argument. `direction = "hv"` will make stairs that move horizontally then vertically to connect points. `direction = "vh"` will do the opposite.
|
||
|
||
Useful aesthetics for `geom_step()` are:
|
||
|
||
* x (required)
|
||
* y (required)
|
||
* alpha
|
||
* color
|
||
* linetype
|
||
* size
|
||
|
||
`geom_area()` creates a line chart with a filled area under the line.
|
||
|
||
```{r}
|
||
ggplot(data = economics) +
|
||
geom_area(aes(x = date, y = unemploy))
|
||
```
|
||
|
||
Useful aesthetics for `geom_area()` are:
|
||
|
||
* x (required)
|
||
* y (required)
|
||
* alpha
|
||
* color
|
||
* fill
|
||
* linetype
|
||
* size
|
||
|
||
##### Visualize correlations between two variables
|
||
|
||
Many variables do not have a functional relationship. As a result, a single value of one variable can correspond to multiple values of another variable.
|
||
|
||
Height and weight are two variables that are often related, but do not have a functional relationship. You could examine a classroom of students and notice that three different students, with three different weights all have the same height, 5'4". In this case, there is not a one to one relationship between height and weight.
|
||
|
||
The easiest way to plot the relationship between two variables is with a scatterplot, i.e. `geom_point()`. If the variables covary, a pattern will appear in the points. If they do not, the points will look like a random cloud of points.
|
||
|
||
```{r}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy))
|
||
```
|
||
|
||
Useful aesthetics for `geom_point()` are:
|
||
|
||
* x (required)
|
||
* y (required)
|
||
* alpha
|
||
* color
|
||
* fill (for some shapes)
|
||
* shape
|
||
* size
|
||
|
||
Useful position adjustments for `geom_point()` are:
|
||
|
||
* "identity" (default)
|
||
* "jitter"
|
||
|
||
In fact, the jitter adjustment is so useful that `ggplot2` provides the `geom_jitter()`, which is identical to `geom_point()` but comes with `position = "jitter"` by default.
|
||
|
||
```{r}
|
||
ggplot(data = mpg) +
|
||
geom_jitter(mapping = aes(x = displ, y = hwy))
|
||
```
|
||
|
||
`geom_jitter()` can be a useful way to visualize the distribution between two discrete variables. Can you tell why `geom_point()` would be less useful here?
|
||
|
||
```{r}
|
||
ggplot(data = mpg) +
|
||
geom_jitter(mapping = aes(x = cyl, y = fl, color = fl))
|
||
```
|
||
|
||
Use `geom_rug()` to visualize the distribution of each variable in the scatterplot. `geom_rug()` adds a tickmark along each axis for each value observed in the data. `geom_rug()` works best as a second layer in the plot (see Section 3 for more info on layers).
|
||
|
||
```{r}
|
||
ggplot(data = mpg) +
|
||
geom_point(mapping = aes(x = displ, y = hwy)) +
|
||
geom_rug(mapping = aes(x = displ, y = hwy), position = "jitter")
|
||
```
|
||
|
||
Use the `sides` argument to control which axes to place a "rug" on.
|
||
|
||
* `sides = "bl"` - (default) Places a rug on each axis
|
||
* `sides = "b"` - Places a rug on the bottom axis
|
||
* `sides = "l"` - Places a rug on the left axis
|
||
|
||
Useful aesthetics for `geom_rug()` are:
|
||
|
||
* x (required)
|
||
* y (required)
|
||
* alpha
|
||
* color
|
||
* linetype
|
||
* size
|
||
|
||
Useful position adjustments for `geom_rug()` are:
|
||
|
||
* "identity" (default)
|
||
* "jitter"
|
||
|
||
Use `geom_text()` to display a label, instead of a point, for each observation in a scatterplot. `geom_text()` lets you add information to the scatterplot, but is less effective when you have many data points.
|
||
|
||
```{r}
|
||
ggplot(data = mpg[sample(1:234, 10), ]) +
|
||
geom_text(mapping = aes(x = displ, y = hwy, label = class))
|
||
```
|
||
|
||
Useful aesthetics for `geom_text()` are:
|
||
|
||
* x (required)
|
||
* y (required)
|
||
* alpha
|
||
* angle
|
||
* color
|
||
* family
|
||
* fontface
|
||
* hjust
|
||
* label (`geom_text()` displays the values of this variable)
|
||
* lineheight
|
||
* linetype
|
||
* size
|
||
* vjust
|
||
|
||
Control the appearance of the labels with the following arguments. You can also use each of these arguments as an aesthetic. To do so, set them inside the `aes()` call in `geom_text()`'s mapping argument.
|
||
|
||
* `angle` - angle of text
|
||
* `family` - font family of text
|
||
* `fontface` - bold, italic, etc.
|
||
* `hjust` - horizontal adjustment
|
||
* `vjust`- vertical adjustment
|
||
|
||
Scatterplots do not work well with large data sets because individual points will begin to occlude each other. As a result, you cannot tell where the mass of the data lies. Does a black region contain a single layer of points? Or hundreds of points stacked on top of each other.
|
||
|
||
You can see this type of plotting in the `diamonds` data set. The data set only contains 53,940 points, but the points overplot each other in a way that we cannot fix with jittering.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_point(mapping = aes(x = carat, y = price))
|
||
```
|
||
|
||
For large data, it is more useful to plot summary information that describes the raw data than it is to plot the raw data itself. Several geoms can help you do this.
|
||
|
||
The simplest way to summarize covariance between two variables is with a model line. The model line displays the trend of the relationship between the variables.
|
||
|
||
Use `geom_smooth()` to display a model line between any two variables. As with `geom_rug()`, `geom_smooth()` works well as a second layer for a plot (See Section 3 for details).
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_point(mapping = aes(x = carat, y = price)) +
|
||
geom_smooth(mapping = aes(x = carat, y = price))
|
||
```
|
||
|
||
`geom_smooth()` will add a loess line to your data if the data contains less than 1000 points, otherwise it will fit a general additive model to your data with a cubic regression spline, and plot the resulting model line. In either case, `geom_smooth()` will display a message in the console to tell you what it is doing. This is not a warning message; you do not need to worry when you see it.
|
||
|
||
`geom_smooth()` will also plot a standard error band around the model line. You can remove the standard error band by setting the `se` argument of `geom_smooth()` to `FALSE`.
|
||
|
||
Use the `model` argument of `geom_smooth()` to adda specific type of model line to your data. `model` takes the name of an R modeling function. `geom_smooth()` will use the function to calculate the model line. For example, the code below uses R's `lm()` function to fit a linear model line to the data.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_point(mapping = aes(x = carat, y = price)) +
|
||
geom_smooth(mapping = aes(x = carat, y = price), method = lm)
|
||
```
|
||
|
||
By default, `geom_smooth()` will use the formula `y ~ x` to model your data. You can modify this formula by setting the `formula` argument to a different formula. If you do this, be sure to refer to the variable on your $x$ axis as `x` and the variable on your $y$ axis as `y`, e.g.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_point(mapping = aes(x = carat, y = price)) +
|
||
geom_smooth(mapping = aes(x = carat, y = price),
|
||
method = lm, formula = y ~ poly(x, 4))
|
||
```
|
||
|
||
Useful aesthetics for `geom_smooth()` are:
|
||
|
||
* x (required)
|
||
* y (required)
|
||
* alpha
|
||
* color
|
||
* fill
|
||
* linetype
|
||
* size
|
||
* weight
|
||
|
||
Useful arguments for `geom_smooth()` are:
|
||
|
||
* `formula` - the formula to use in the smoothing function
|
||
* `fullrange` - Should the fit span the full range of the plot, or just the data?
|
||
* `level` - Confidence level to use for standard error ribbon
|
||
* `method` - Smoothing function to use, a model function in R
|
||
* `n` - The number of points to evaluate smoother at (defaults to 80)
|
||
* `se` - If TRUE` (the default), `geom_smooth()` will include a standard error ribbon
|
||
|
||
Be careful, `geom_smooth()` will overlay a trend line on every data set, even if the underlying data is uncorrelated. You can avoid being fooled by also inspecting the raw data or calculating the correlation between your variables, e.g. `cor(diamonds$carat, diamonds$price)`.
|
||
|
||
`geom_quantile()` fits a different type of model to your data. Use it to display the results of a quantile regression (see `?rq` for details). Like `geom_smooth()`, `geom_quantile()` takes a formula argument that describes the relationship between $x$ and $y$.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_point(mapping = aes(x = carat, y = price)) +
|
||
geom_quantile(mapping = aes(x = carat, y = price),
|
||
quantiles = c(0.05, 0.5, 0.95),
|
||
formula = y ~ poly(x, 2))
|
||
```
|
||
|
||
Useful aesthetics for `geom_quantile()` are:
|
||
|
||
* x (required)
|
||
* y (required)
|
||
* alpha
|
||
* color
|
||
* linetype
|
||
* size
|
||
* weight
|
||
|
||
Useful arguments for `geom_quantile()` are:
|
||
|
||
* `formula` - the formula to use in the smoothing function
|
||
* `quantiles` - Conditional quantiles of $y$ to display. Each quantile is displayed with a line.
|
||
|
||
`geom_smooth()` and `geom_quantile()` summarize the relationship between two variables as a function, but you can also summarize the relationship as a bivariate distribution.
|
||
|
||
`geom_bin2d()` divides the coordinate plane into a two dimensional grid and then displays the number of observations that fall into each bin in the grid. This technique let's you see where the mass of the data lies; bins with a light fill color contain more data than bins with a dark fill color. Bins with no fill contain no data at all.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_bin2d(mapping = aes(x = carat, y = price), binwidth = c(0.1, 500))
|
||
```
|
||
|
||
Useful aesthetics for `geom_bin2d()` are:
|
||
|
||
* x (required)
|
||
* y (required)
|
||
* alpha
|
||
* color
|
||
* fill
|
||
* size
|
||
* weight
|
||
|
||
Useful arguments for `geom_bin2d()` are:
|
||
|
||
* `bins` - A vector like `c(30, 40)` that gives the number of bins to use in the horizontal and vertical directions.
|
||
* `binwidth` - A vector like `c(0.1, 500)` that gives the binwidths to use in the horizontal and vertical directions. Overrides `bins` when set.
|
||
* `drop` - If `TRUE` (default) `geom_bin2d()` removes the fill from all bins that contain zero observations.
|
||
|
||
`geom_hex()` works similarly to `geom_bin2d()`, but it divides the coordinate plain into hexagon shaped bins. This can reduce visual artifacts that are introduced by the aligning edges of rectangular bins.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_hex(mapping = aes(x = carat, y = price), binwidth = c(0.1, 500))
|
||
```
|
||
|
||
`geom_hex()` requires the `hexbin` package, which you can install with `install.packages("hexbin")`.
|
||
|
||
`geom_density2d()` uses density contours to display similar information. It is the two dimensional equivalent of `geom_density()`. Interpret a two dimensional density plot the same way you would interpret a contour map. Each line connects an area of equal density, which makes changes of slope easy to see.
|
||
|
||
As with other summary geoms, `geom_density2d()` makes a useful second layer.
|
||
|
||
```{r}
|
||
ggplot(data = diamonds) +
|
||
geom_point(mapping = aes(x = carat, y = price)) +
|
||
geom_density2d(mapping = aes(x = carat, y = price))
|
||
```
|
||
|
||
Useful aesthetics for `geom_density2d()` are:
|
||
|
||
* x (required)
|
||
* y (required)
|
||
* alpha
|
||
* color
|
||
* linetype
|
||
* size
|
||
|
||
Useful arguments for `geom_density2d()` are:
|
||
|
||
* `h` - A vector like `c(0.2, 500)` that gives the bandwiths to use to estimate the density in the horizontal and vertical directions.
|
||
* `n` - number of gridpoints to use when estimating the density (defaults to 100).
|
||
|
||
##### Visualize correlations between three variables
|
||
|
||
There are two ways to add three (or more) variables to a two dimensional plot. You can map additional variables to aesthics within the plot, or you can use a geom that is designed to visualize three variables.
|
||
|
||
`ggplot2` provides three geoms that are designed to display three variables: `geom_raster()`, `geom_tile()` and `geom_contour()`. These geoms generalize `geom_bin2d()` and `geom_density()` to display a third variable instead of a count, or a density.
|
||
|
||
`geom_raster()` and `geom_tile()`
|