R.3: Transformations with ggplot2

Laurent Modolo laurent.modolo@ens-lyon.fr, Hélène Polvèche hpolveche@istem.fr

2022

https://can.gitbiopages.ens-lyon.fr/R_basis/

1 Introduction

In the last session, we have seen how to use ggplot2 and The Grammar of Graphics. The goal of this practical is to practices more advanced features of ggplot2.

The objectives of this session will be to:

  • learn about statistical transformations
  • practices position adjustments
  • change the coordinate systems

The first step is to load the tidyverse.

Solution

library("tidyverse")

Like in the previous sessions, it’s good practice to create a new .R file to write your code instead of using the R terminal directly.

2 ggplot2 statistical transformations

In the previous session, we have plotted the data as they are by using the variable values as x or y coordinates, color shade, size or transparency. When dealing with categorical variables, also called factors, it can be interesting to perform some simple statistical transformations. For example, we may want to have coordinates on an axis proportional to the number of records for a given category.

We are going to use the diamonds data set included in tidyverse.

  • Use the help and View command to explore this data set.
  • How much records does this dataset contain ?
  • Try the str command, which information are displayed ?
str(diamonds)
tibble [53,940 × 10] (S3: tbl_df/tbl/data.frame)
 $ carat  : num [1:53940] 0.23 0.21 0.23 0.29 0.31 0.24 0.24 0.26 0.22 0.23 ...
 $ cut    : Ord.factor w/ 5 levels "Fair"<"Good"<..: 5 4 2 4 2 3 3 3 1 3 ...
 $ color  : Ord.factor w/ 7 levels "D"<"E"<"F"<"G"<..: 2 2 2 6 7 7 6 5 2 5 ...
 $ clarity: Ord.factor w/ 8 levels "I1"<"SI2"<"SI1"<..: 2 3 5 4 2 6 7 3 4 5 ...
 $ depth  : num [1:53940] 61.5 59.8 56.9 62.4 63.3 62.8 62.3 61.9 65.1 59.4 ...
 $ table  : num [1:53940] 55 61 65 58 58 57 57 55 61 61 ...
 $ price  : int [1:53940] 326 326 327 334 335 336 336 337 337 338 ...
 $ x      : num [1:53940] 3.95 3.89 4.05 4.2 4.34 3.94 3.95 4.07 3.87 4 ...
 $ y      : num [1:53940] 3.98 3.84 4.07 4.23 4.35 3.96 3.98 4.11 3.78 4.05 ...
 $ z      : num [1:53940] 2.43 2.31 2.31 2.63 2.75 2.48 2.47 2.53 2.49 2.39 ...

2.1 Introduction to geom_bar

We saw scatterplot (geom_point()), smoothplot (geom_smooth()). Now barplot with geom_bar() :

ggplot(data = diamonds, mapping = aes(x = cut)) + 
  geom_bar()

More diamonds are available with high quality cuts.

On the x-axis, the chart displays cut, a variable from diamonds. On the y-axis, it displays count, but count is not a variable in diamonds!

2.2 geom and stat

The algorithm used to calculate new values for a graph is called a stat, short for statistical transformation. The figure below describes how this process works with geom_bar().

You can generally use geoms and stats interchangeably. For example, you can recreate the previous plot using stat_count() instead of geom_bar():

ggplot(data = diamonds, mapping = aes(x = cut)) + 
  stat_count()

Every geom has a default stat; and every stat has a default geom. This means that you can typically use geoms without worrying about the underlying statistical transformation. There are three reasons you might need to use a stat explicitly:

2.3 Why stat ?

You might want to override the default stat. For example, in the following demo dataset we already have a variable for the counts per cut.

demo <- tribble(
  ~cut,         ~freq,
  "Fair",       1610,
  "Good",       4906,
  "Very Good",  12082,
  "Premium",    13791,
  "Ideal",      21551
)

(Don’t worry that you haven’t seen tribble() before. You might be able to guess at their meaning from the context, and you will learn exactly what they do soon!)

So instead of using the default geom_bar parameter stat = "count" try to use "identity"

Solution

ggplot(data = demo, mapping = aes(x = cut, y = freq)) +
  geom_bar(stat = "identity")

You might want to override the default mapping from transformed variables to aesthetics ( e.g., proportion).

ggplot(data = diamonds, mapping = aes(x = cut, y = ..prop.., group = 1)) + 
  geom_bar()

In our proportion bar chart, we need to set group = 1. Why?

Solution

ggplot(data = diamonds, mapping = aes(x = cut, y = ..prop..)) + 
  geom_bar()

If group is not used, the proportion is calculated with respect to the data that contains that field and is ultimately going to be 100% in any case. For instance, the proportion of an ideal cut in the ideal cut specific data will be 1.

2.4 More details with stat_summary

You might want to draw greater attention to the statistical transformation in your code. you might use stat_summary(), which summarize the y values for each unique x value, to draw attention to the summary that you are computing

Solution

ggplot(data = diamonds, mapping = aes(x = cut, y = depth)) + 
  stat_summary()

Set the fun.min, fun.max and fun to the min, max and median function respectively

Solution

ggplot(data = diamonds, mapping = aes(x = cut, y = depth)) + 
  stat_summary(
    fun.min = min,
    fun.max = max,
    fun = median
  )

3 Coloring area plots

You can color a bar chart using either the color aesthetic, or, more usefully fill: Try both solutions on a cut, histogram.

Solution

ggplot(data = diamonds, mapping = aes(x = cut, color = cut)) + 
  geom_bar()

ggplot(data = diamonds, mapping = aes(x = cut, fill = cut)) + 
  geom_bar()

You can also use fill with another variable: Try to color by clarity. Is clarity a continuous or categorial variable ?

Solution

ggplot(data = diamonds, mapping = aes(x = cut, fill = clarity)) + 
  geom_bar()

4 Position adjustments

The stacking of the fill parameter is performed by the position adjustment position

Try the following position parameter for geom_bar: "fill", "dodge" and "jitter"

Solution

ggplot(data = diamonds, mapping = aes(x = cut, fill = clarity)) + 
  geom_bar( position = "fill")

ggplot(data = diamonds, mapping = aes(x = cut, fill = clarity)) + 
  geom_bar( position = "dodge")

ggplot(data = diamonds, mapping = aes(x = cut, fill = clarity)) + 
  geom_bar( position = "jitter")

jitter is often used for plotting points when they are stacked on top of each other.

Compare geom_point to geom_jitter plot cut versus depth and color by clarity

Solution

ggplot(data = diamonds, mapping = aes(x = cut, y = depth, color = clarity)) + 
  geom_point()

ggplot(data = diamonds, mapping = aes(x = cut, y = depth, color = clarity)) + 
  geom_jitter()

What parameters of geom_jitter control the amount of jittering ?

Solution

ggplot(data = diamonds, mapping = aes(x = cut, y = depth, color = clarity)) + 
  geom_jitter(width = .1, height = .1)

In the geom_jitter plot that we made, we cannot really see the limits of the different clarity groups. Instead we can use the geom_violin to see their density.

Solution

ggplot(data = diamonds, mapping = aes(x = cut, y = depth, color = clarity)) + 
  geom_violin()

5 Coordinate systems

Cartesian coordinate system where the x and y positions act independently to determine the location of each point. There are a number of other coordinate systems that are occasionally helpful.

ggplot(data = diamonds, mapping = aes(x = cut, y = depth, color = clarity)) + 
  geom_boxplot()

Add the coord_flip() layer to the previous plot

Solution

ggplot(data = diamonds, mapping = aes(x = cut, y = depth, color = clarity)) + 
  geom_boxplot() +
  coord_flip()

Add the coord_polar() layer to this plot:

ggplot(data = diamonds, mapping = aes(x = cut, fill = cut)) + 
  geom_bar( show.legend = FALSE,  width = 1 ) + 
  theme(aspect.ratio = 1) +
  labs(x = NULL, y = NULL)
Solution

ggplot(data = diamonds, mapping = aes(x = cut, fill = cut)) + 
  geom_bar( show.legend = FALSE,  width = 1 ) + 
  theme(aspect.ratio = 1) +
  labs(x = NULL, y = NULL) +
  coord_polar()

By combining the right geom, coordinates and faceting functions, you can build a large number of different plots to present your results.

7 To go further: animated plots from xls files

In order to be able to read information from a xls file, we will use the openxlsx packages. To generate animation we will use the ggannimate package. The additional gifski package will allow R to save your animation in the gif format (Graphics Interchange Format)

install.packages(c("openxlsx", "gganimate", "gifski"))
library(openxlsx)
library(gganimate)
library(gifski)

Use the openxlsx package to save the https://can.gitbiopages.ens-lyon.fr/R_basis/session_3/gapminder.xlsx file to the gapminder variable

Solution

2 solutions :

Use directly the url

gapminder <- read.xlsx("https://can.gitbiopages.ens-lyon.fr/R_basis/session_3/gapminder.xlsx")

Dowload the file, save it in the same directory as your script then use the local path

gapminder <- read.xlsx("gapminder.xlsx")

This dataset contains 4 variables of interest for us to display per country: - gdpPercap the GDP par capita (US$, inflation-adjusted) - lifeExp the life expectancy at birth, in years - pop the population size - contient a factor with 5 levels

Using ggplot2, build a scatterplot of the gdpPercap vs lifeExp. Add the pop and continent information to this plot.

Solution

ggplot(gapminder, aes(gdpPercap, lifeExp, size = pop, color = continent)) +
  geom_point()

What’s wrong ? You can use the scale_x_log10() to display the gdpPercap on the log10 scale.

Solution

ggplot(gapminder, aes(gdpPercap, lifeExp, size = pop, color = continent)) +
  geom_point() + 
  scale_x_log10()

We would like to add the year information to the plots. We could use a facet_wrap, but instead we are going to use the gganimate package.

For this we need to add a transition_time layer that will take as an argument year to our plot.

Solution

ggplot(gapminder, aes(gdpPercap, lifeExp, size = pop, color = continent)) +
  geom_point() + 
  scale_x_log10() +
  transition_time(year) +
  labs(title = 'Year: {as.integer(frame_time)}')