Data visualisation Olympics - Visualization in R
Author(s) | The Carpentries |
Editor(s) | Helena Rasche |
Tester(s) | Saskia Hiltemann |
Reviewers |
OverviewQuestions:Objectives:
How does plotting work in R?
How can I facet plots?
How do I produce a nice, publication ready plot with ggplot2?
Produce scatter plots, boxplots, and time series plots using ggplot.
Set universal plot settings.
Describe what faceting is and apply faceting in ggplot.
Modify the aesthetics of an existing ggplot plot (including axis labels and color).
Build complex and customized plots from data in a data frame.
Time estimation: 1 hourLevel: Introductory IntroductorySupporting Materials:Published: Jun 16, 2023Last modification: May 7, 2024License: Tutorial Content is licensed under Creative Commons Attribution 4.0 International License. The GTN Framework is licensed under MITpurl PURL: https://gxy.io/GTN:T00353version Revision: 3
Best viewed in RStudioThis tutorial is available as an RMarkdown file and best viewed in RStudio! You can load this notebook in RStudio on one of the UseGalaxy.* servers
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every time to preview the result, you get an interactive table browser for any step which outputs a table.
In this tutorial, you will learn how to produce scatter plots, boxplots, and time series plots using ggplot. You will also learn how to set universal plot settings, modify the aesthetics of an existing ggplot plots (including axis labels and color), and learn how to facet in ggplot.
CommentThis tutorial is significantly based on Data Carpentry lesson “Data visualization with ggplot2”.
AgendaIn this tutorial, we will cover:
Background
In this tutorial, we will use as our dataset a table with results from the Olympics, from the games in Athens in 1896 until Tokyo in 2020. The objective is to familiarize you with a large number of the most important data visualisation tools in Galaxy. Much like the Olympics, there are many different disciplines (types of operations), and for each operation there are often multiple techniques (tools) available to athletes (data analysts, you) that are great for achieving the goal.
We will show you many of these commonly needed visualisation operations, and some examples of how to perform them in R. We also provide many exercises so that you can train your skills and become a data visualisation Olympian!
Data Visualization with ggplot2
We start by loading the required packages. ggplot2
is included in the tidyverse
package.
library(tidyverse)
Download Data
Before we can do any visualisation, we will need some data. Let’s download our table with Olympics results now.
olympics <- read_tsv("https://zenodo.org/record/6803028/files/olympics.tsv")
View(olympics)
Question
- What is the format of the file?
- How is it structured?
- How many lines are in the file?
- How many columns?
- When you expand the
olympics.tsv
dataset in your history (see also screenshot below), you will seeformat: tabular
, this is another term for a tab-separated (tsv
) file.- Each row represents an athlete’s participation in an event. If an athlete competes in multiple events, there is a line for each event.
- 234,522. Look at the bottom of the View or Environment panels to see this number.
- There are 17 columns in this file. See View or Environment panels.
About this dataset
The data was obtained from Olympedia. The file olympics.tsv
contains
234,522 rows and 17 columns. Each row corresponds to an individual athlete competing in an individual Olympic event. The columns are:
- athlete_id - Unique number for each athlete
- name - Athlete’s name
- sex - M or F
- birth_year - 4-digit number
- birth_day - e.g. 24 July
- birth_place - town and/or country
- height - In centimeters (or
NA
if data not known) - weight - In kilograms (or
NA
if data not known) - team - Team name
- noc - National Olympic Committee 3-letter code
- games - Year and season
- year - Integer
- season - Summer or Winter
- city - Host city
- sport - Sport
- event - Event
- medal - Gold, Silver, Bronze (or
NA
if no medal was won)
We will use this dataset to practice our data visualisation skills in Galaxy.
Plotting with ggplot2
ggplot2
is a plotting package that provides helpful commands to create complex plots
from data in a data frame. It provides a more programmatic interface for
specifying what variables to plot, how they are displayed, and general visual
properties. Therefore, we only need minimal changes if the underlying data
change or if we decide to change from a bar plot to a scatterplot. This helps in
creating publication quality plots with minimal amounts of adjustments and
tweaking.
ggplot2
refers to the name of the package itself. When using the package we use the
function ggplot()
to generate the plots, and so references to using the function will
be referred to as ggplot()
and the package as a whole as ggplot2
ggplot2
plots work best with data in the ‘long’ format, i.e., a column for every variable,
and a row for every observation. Well-structured data will save you lots of time
when making figures with ggplot2
ggplot graphics are built layer by layer by adding new elements. Adding layers in this fashion allows for extensive flexibility and customization of plots.
To build a ggplot, we will use the following basic template that can be used for different types of plots:
ggplot(data = <DATA>, mapping = aes(<MAPPINGS>)) + <GEOM_FUNCTION>()
use the ggplot()
function and bind the plot to a specific data frame using the data
argument
ggplot(data = olympics)
- define an aesthetic mapping (using the aesthetic (
aes
) function), by selecting the variables to be plotted and specifying how to present them in the graph, e.g., as x/y positions or characteristics such as size, shape, color, etc.
ggplot(data = olympics, mapping = aes(x = year, y = height))
-
add ‘geoms’ – graphical representations of the data in the plot (points, lines, bars).
ggplot2
offers many different geoms; we will use some common ones today, including:geom_point()
for scatter plots, dot plots, etc.geom_boxplot()
for, well, boxplots!geom_line()
for trend lines, time series, etc.
To add a geom to the plot use +
operator. Because we have two continuous
variables, let’s use geom_point()
first:
ggplot(data = olympics, aes(x = year, y = height)) +
geom_point()
The +
in the ggplot2
package is particularly useful because it allows
you to modify existing ggplot
objects. This means you can easily set up plot
“templates” and conveniently explore different types of plots, so the above
plot can also be generated with code like this:
# Assign plot to a variable
height_plot <- ggplot(data = olympics,
mapping = aes(x = year, y = height))
# Draw the plot
height_plot +
geom_point()
## Create a ggplot and draw it.
height_plot <- ggplot(data = olympics,
aes(x = year, y = height))
height_plot +
geom_point()
Notes
- Anything you put in the
ggplot()
function can be seen by any geom layers that you add (i.e., these are universal plot settings). This includes the x- and y-axis you set up inaes()
. - You can also specify aesthetics for a given geom independently of the
aesthetics defined globally in the
ggplot()
function. - The
+
sign used to add layers must be placed at the end of each line containing a layer. If, instead, the+
sign is added in the line before the other layer,ggplot2
will not add the new layer and will return an error message. - You may notice that we sometimes reference ‘ggplot2’ and sometimes ‘ggplot’. To clarify, ‘ggplot2’ is the name of the most recent version of the package. However, any time we call the function itself, it’s just called ‘ggplot’.
- The previous version of the
ggplot2
package, calledggplot
, which also contained theggplot()
function is now unsupported and has been removed from CRAN in order to reduce accidental installations and further confusion.
# This is the correct syntax for adding layers
height_plot +
geom_point()
# This will not add the new layer and will return an error message
# height_plot
# + geom_point()
Challenge (optional)Scatter plots can be useful exploratory tools for small datasets. For data sets with large numbers of observations, such as the
olympics
data set, overplotting of points can be a limitation of scatter plots. One strategy for handling such settings is to use hexagonal binning of observations. The plot space is tessellated into hexagons. Each hexagon is assigned a color based on the number of observations that fall within its boundaries. To use hexagonal binning withggplot2
, first install the R packagehexbin
from CRAN:# install.packages("hexbin") library(hexbin)
Then use the
geom_hex()
function:height_plot + geom_hex()
What are the relative strengths and weaknesses of a hexagonal bin plot compared to a scatter plot? Examine the above scatter plot and compare it with the hexagonal bin plot that you created.
Data Cleaning & Calculations
We’ll calculate some new fields to enable us to answer more questions, let’s do that now.
olympics <- olympics %>%
mutate(age = year - birth_year) %>%
mutate(weight = as.integer(weight)) %>%
filter(!is.na(weight)) %>%
filter(!is.na(height))
And to speed up future plots, let’s pick three countries and three sports we’re interested in to reduce the amount of data we’ll need to plot:
sports = c("Archery", "Judo", "Speed Skating")
# You can change this to any of:
# c("Alpine Skiing", "Archery", "Art Competitions", "Artistic Gymnastics", "Artistic Swimming", "Athletics", "Badminton", "Baseball", "Basketball", "Biathlon", "Bobsleigh", "Bowling", "Boxing", "Canoe Marathon", "Canoe Slalom", "Canoe Sprint", "Cross Country Skiing", "Cycling BMX Freestyle", "Cycling BMX Racing", "Cycling Mountain Bike", "Cycling Road", "Cycling Track", "Diving", "Dogsled Racing", "Equestrian Dressage", "Equestrian Eventing", "Equestrian Jumping", "Fencing", "Figure Skating", "Freestyle Skiing", "Golf", "Handball", "Hockey", "Judo", "Karate", "Luge", "Marathon Swimming", "Military Ski Patrol", "Modern Pentathlon", "Nordic Combined", "Rhythmic Gymnastics", "Rowing", "Rugby", "Sailing", "Shooting", "Short Track Speed Skating", "Skateboarding", "Skeleton", "Ski Jumping", "Snowboarding", "Speed Skating", "Speed Skiing", "Surfing", "Swimming", "Table Tennis", "Taekwondo", "Tennis", "Trampolining", "Triathlon", "Tug-Of-War", "Volleyball", "Water Polo", "Weightlifting", "Winter Pentathlon", "Wrestling", "Wushu")
countries = c("NED", "USA", "CHN")
olympics_small <- olympics %>% filter(sport %in% sports) %>% filter(noc %in% countries)
Building your plots iteratively
Building plots with ggplot2
is typically an iterative process. We start by
defining the dataset we’ll use, lay out the axes, and choose a geom:
ggplot(olympics_small, aes(x=age, y=sport)) +
geom_point()
Then, we start modifying this plot to extract more information from it. For
instance, we can add transparency (alpha
) to avoid overplotting:
ggplot(olympics_small, aes(x=age, y=sport)) +
geom_point(alpha = 0.1)
We can also add colors for all the points:
ggplot(olympics_small, aes(x=age, y=sport)) +
geom_point(alpha = 0.1, color = "blue")
Or to color each species in the plot differently, you could use a vector as an input to the argument color. ggplot2
will provide a different color corresponding to different values in the vector. Here is an example where we color with species_id
:
ggplot(olympics_small, aes(x=age, y=sport)) +
geom_point(alpha = 0.1, aes(color = sex))
ChallengeUse what you just learned to create a scatter plot of
height
oversport
with the plot types showing the season in different colors. Is this a good way to show this type of data?ggplot(data = olympics, mapping = aes(x = height, y = sport)) + geom_point(aes(color = season))
Boxplot
We can use boxplots to visualize the distribution of height within each sport:
ggplot(data = olympics_small, mapping = aes(x = height, y = sport)) +
geom_boxplot()
But this is a bit boring with all three merged together, so let’s colour by NOC.
ggplot(olympics_small, aes(x = height, y = sport, fill=noc)) +
geom_boxplot()
By adding points to the boxplot, we can have a better idea of the number of
measurements and of their distribution. Because the boxplot will show the outliers
by default these points will be plotted twice – by geom_boxplot
and
geom_jitter
. To avoid this we must specify that no outliers should be added
to the boxplot by specifying outlier.shape = NA
.
ggplot(olympics_small, aes(x = height, y = sport, fill=noc)) +
geom_boxplot(outlier.shape = NA) +
geom_jitter(alpha = 0.3, color = "orange")
Notice how the boxplot layer is behind the jitter layer? What do you need to change in the code to put the boxplot in front of the points such that it’s not hidden?
ChallengeBoxplots are useful summaries, but hide the shape of the distribution. For example, if there is a bimodal distribution, it would not be observed with a boxplot. An alternative to the boxplot is the violin plot (sometimes known as a beanplot), where the shape (of the density of points) is drawn.
- Replace the box plot with a violin plot; see
geom_violin()
.ggplot(olympics_small, aes(x = height, y = sport)) + geom_jitter(alpha = 0.3, color = "orange") + geom_violin()
In many types of data, it is important to consider the scale of the observations. For example, it may be worth changing the scale of the axis to better distribute the observations in the space of the plot. Changing the scale of the axes is done similarly to adding/modifying other components (i.e., by incrementally adding commands). Try making these modifications:
- Represent height on the
log_10
scale; seescale_y_log10()
andscale_x_log10()
.
ggplot(olympics_small, aes(x = height, y = sport)) + scale_x_log10() + geom_jitter(alpha = 0.3, color = "orange") + geom_boxplot(outlier.shape = NA)
So far, we’ve looked at the distribution of height within specific sports. Try making a new plot to explore the distribution of another variable within each sport!
Create boxplot for age
by sport. Overlay the boxplot layer on a jitter
layer to show actual measurements.
ggplot(olympics_small, aes(x = age, y = sport)) + geom_jitter(alpha = 0.3, color = "orange") + geom_boxplot(outlier.shape = NA)
Add color to the data points on your boxplot according to the year from which
the sample was taken (year
).
Hint: Check the class for year
. Consider changing the class of year
from integer to factor. Why does this change how R makes the graph?
ggplot(olympics_small, aes(x = age, y = sport)) + geom_jitter(alpha = 0.3, aes(color=year)) + geom_boxplot(outlier.shape = NA) # As a factor: ggplot(olympics_small, aes(x = age, y = sport)) + geom_jitter(alpha = 0.3, aes(color=as.factor(year))) + geom_boxplot(outlier.shape = NA)
Plotting time series data
Let’s calculate number of participants per year for each games. First we need to group the data and count records within each group:
yearly_counts <- olympics %>% count(year, season)
Timelapse data can be visualized as a line plot with years on the x-axis and counts on the y-axis:
ggplot(data = yearly_counts, aes(x = year, y = n)) +
geom_line()
Unfortunately, this does not work well because our data is quite sparse, datapoints only ever 2 or 4 years. Let’s instead use a box plot
ggplot(data = yearly_counts, aes(x = year, y = n)) +
geom_col()
We can’t use geom_box()
here, instead we should use geom_col()
as our data is already aggregated.
We need to tell ggplot to draw a line for each season by modifying
the aesthetic function to include group = season
:
ggplot(data = yearly_counts, aes(x = year, y = n, group = season)) +
geom_col()
We will be able to distinguish season in the plot if we add colors (using
color
or fill
also automatically groups the data:
ggplot(data = yearly_counts, aes(x = year, y = n, fill = season)) +
geom_col()
If you want the histograms to be side-by-side, we can do that with the “dodge” positioning:
ggplot(data = yearly_counts, aes(x = year, y = n, fill = season)) +
geom_col(position = "dodge")
Integrating the pipe operator with ggplot2
In the previous lesson, we saw how to use the pipe operator %>%
to use
different functions in a sequence and create a coherent workflow.
We can also use the pipe operator to pass the data
argument to the
ggplot()
function. The hard part is to remember that to build your ggplot,
you need to use +
and not %>%
.
yearly_counts %>%
ggplot(aes(x = year, y = n, fill = season)) +
geom_col()
The pipe operator can also be used to link data manipulation with consequent data visualization.
yearly_counts_graph <- olympics %>%
count(year, season) %>%
ggplot(mapping = aes(x = year, y = n, fill = season)) +
geom_col()
yearly_counts_graph
Faceting
ggplot
has a special technique called faceting that allows the user to split
one plot into multiple plots based on a factor included in the dataset. We will
use it to make a time series plot for each season separately:
yearly_counts %>%
ggplot(aes(x = year, y = n, fill = season)) +
geom_col() + facet_wrap(facets=vars(season))
Now we would like to split the line in each plot by the sex of each individual, sport, and their medal placement.
To do that we need to make counts in the data frame grouped by year
, season
, sport
, medal
, and noc
.
year_detail_counts <- olympics_small %>%
count(year, season, sport, medal, noc)
We can now make the faceted plot by splitting further by medal using color
(within a single plot), and per NOC:
ggplot(data = year_detail_counts, mapping = aes(x = year, y = n, color = medal)) +
geom_line() +
facet_wrap(facets = vars(noc))
We can also facet both by NOC and sport:
ggplot(data = year_detail_counts, mapping = aes(x = year, y = n, color = medal)) +
geom_line() +
facet_grid(rows = vars(noc), cols = vars(sport))
You can also organise the panels only by rows (or only by columns):
# One column, facet by rows
ggplot(data = year_detail_counts, mapping = aes(x = year, y = n, color = medal)) +
geom_line() +
facet_grid(rows = vars(noc))
# One row, facet by column
ggplot(data = year_detail_counts, mapping = aes(x = year, y = n, color = medal)) +
geom_line() +
facet_grid(cols = vars(noc))
ggplot2
before version 3.0.0 used formulas to specify how plots are faceted. If you encounterfacet_grid
/wrap(...)
code containing~
, please read https://ggplot2.tidyverse.org/news/#tidy-evaluation.
ggplot2
themes
Usually plots with white background look more readable when printed.
Every single component of a ggplot
graph can be customized using the generic
theme()
function, as we will see below. However, there are pre-loaded themes
available that change the overall appearance of the graph without much effort.
For example, we can change our previous graph to have a simpler white background
using the theme_bw()
function:
ggplot(data = year_detail_counts, mapping = aes(x = year, y = n, color = medal)) +
geom_line() +
facet_grid(rows = vars(noc), cols = vars(sport)) +
theme_bw()
In addition to theme_bw()
, which changes the plot background to white, ggplot2
comes with several other themes which can be useful to quickly change the look
of your visualization. The complete list of themes is documented in the ggthemes reference. theme_minimal()
and
theme_light()
are popular, and theme_void()
can be useful as a starting
point to create a new hand-crafted theme.
The ggthemes package provides a wide variety of options.
ChallengeUse what you just learned to create a plot the relationship between height and weight, of participants, broken down by NOC and Sport.
ggplot(data = olympics_small, mapping = aes(x = height, y = weight, color = medal)) + geom_point() + facet_grid(rows = vars(noc), cols = vars(sport))
Customization
Take a look at the ggplot2
cheat sheet, and
think of ways you could improve the plot.
Now, let’s change names of axes to something more informative than ‘year’ and ‘n’ and add a title to the figure:
ggplot(data = year_detail_counts, mapping = aes(x = year, y = n, fill = medal)) +
geom_col() +
facet_grid(rows = vars(noc), cols = vars(sport)) +
labs(title = "Participants and medals over the years",
x = "Year",
y = "Number of individuals") +
theme_bw()
The axes have more informative names, but their readability can be improved by
increasing the font size. This can be done with the generic theme()
function:
ggplot(data = year_detail_counts, mapping = aes(x = year, y = n, fill = medal)) +
geom_col() +
facet_grid(rows = vars(noc), cols = vars(sport)) +
labs(title = "Participants and medals over the years",
x = "Year",
y = "Number of individuals") +
theme_bw()
theme(text=element_text(size = 16))
Note that it is also possible to change the fonts of your plots. If you are on
Windows, you may have to install
the extrafont
package, and follow the
instructions included in the README for this package.
After our manipulations, you may notice that the values on the x-axis are still
not properly readable. Let’s change the orientation of the labels and adjust
them vertically and horizontally so they don’t overlap. You can use a 90 degree
angle, or experiment to find the appropriate angle for diagonally oriented
labels. We can also modify the facet label text (strip.text
) to italicize the genus
names:
ggplot(data = year_detail_counts, mapping = aes(x = year, y = n, fill = medal)) +
geom_col() +
facet_grid(rows = vars(noc), cols = vars(sport)) +
labs(title = "Participants and medals over the years",
x = "Year",
y = "Number of individuals") +
theme_bw()
theme(axis.text.x = element_text(colour = "grey20", size = 12, angle = 90, hjust = 0.5, vjust = 0.5),
axis.text.y = element_text(colour = "grey20", size = 12),
strip.text = element_text(face = "italic"),
text = element_text(size = 16))
If you like the changes you created better than the default theme, you can save them as an object to be able to easily apply them to other plots you may create:
grey_theme <- theme(axis.text.x = element_text(colour="grey20", size = 12,
angle = 90, hjust = 0.5,
vjust = 0.5),
axis.text.y = element_text(colour = "grey20", size = 12),
text=element_text(size = 16))
ggplot(data = year_detail_counts, mapping = aes(x = year, y = n, fill = medal)) +
geom_col() +
facet_grid(rows = vars(noc), cols = vars(sport)) +
grey_theme
ChallengeWith all of this information in hand, please take another five minutes to either improve one of the plots generated in this exercise or create a beautiful graph of your own. Use the RStudio
ggplot2
cheat sheet for inspiration.Here are some ideas:
- See if you can change the plot type to another plot
- Can you find a way to change the name of the legend? What about its labels?
- Try using a different color palette (see https://r-graphics.org/chapter-colors).
This optional exercise currently lacks solutions. If you have them, please feel free to contribute suggestions here :)
Arranging plots
Faceting is a great tool for splitting one plot into multiple plots, but
sometimes you may want to produce a single figure that contains multiple plots
using different variables or even different data frames. The patchwork
package allows us to combine separate ggplots into a single figure while keeping
everything aligned properly. Like most R packages, we can install patchwork
from CRAN, the R package repository, if it isn’t already available:
# install.packages("patchwork")
After you have loaded the patchwork
package you can use +
to place plots
next to each other, /
to arrange them vertically, and plot_layout()
to
determine how much space each plot uses:
library(patchwork)
plot_weight <- olympics_small %>% ggplot(aes(x=noc, y=weight)) +
geom_boxplot() +
labs(x = "NOC", y = expression(log[10](Weight))) +
scale_y_log10()
plot_height <- olympics_small %>% ggplot(aes(x=noc, y=height)) +
geom_boxplot() +
labs(x = "NOC", y = expression(log[10](Height))) +
scale_y_log10()
plot_weight / plot_height + plot_layout(heights = c(3, 2))
You can also use parentheses ()
to create more complex layouts. There are
many useful examples on the patchwork website
Exporting plots
After creating your plot, you can save it to a file in your favorite format. The
Export tab in the Plot pane in RStudio will save your plots at low
resolution, which will not be accepted by many journals and will not scale well
for posters. The ggplot2
extensions website provides a list
of packages that extend the capabilities of ggplot2
, including additional
themes.
Instead, use the ggsave()
function, which allows you to easily change the
dimension and resolution of your plot by adjusting the appropriate arguments
(width
, height
and dpi
):
my_plot <- year_detail_counts %>% ggplot(aes(x = year, y = n, fill = medal)) +
geom_col() +
facet_grid(rows = vars(noc), cols = vars(sport)) +
labs(title = "Participants and medals over the years",
x = "Year",
y = "Number of individuals") +
theme_bw()
theme(axis.text.x = element_text(colour = "grey20", size = 12, angle = 90, hjust = 0.5, vjust = 0.5),
axis.text.y = element_text(colour = "grey20", size = 12),
strip.text = element_text(face = "italic"),
text = element_text(size = 16))
ggsave("name_of_file.png", my_plot, width = 15, height = 10)
## This also works for plots combined with patchwork
plot_combined <- plot_weight / plot_height + plot_layout(heights = c(3, 2))
ggsave("plot_combined.png", plot_combined, width = 10, dpi = 300)
Note: The parameters width
and height
also determine the font size in the
saved plot.
### Final plotting challenge:
## With all of this information in hand, please take another five
## minutes to either improve one of the plots generated in this
## exercise or create a beautiful graph of your own. Use the RStudio
## ggplot2 cheat sheet for inspiration:
## https://posit.co/wp-content/uploads/2022/10/data-visualization-1.pdf