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plot.data

plot.data is an R package for creating client-ready data for various plots and visualizations. Data can be returned as either a data.table or a json file. The json file also includes some additional information helpful for rendering various plot widgets (ex: recommended range and step for a bin width slider to accompany a histogram).

Installation

Use the R package remotes to install plot.data. From the R command prompt:

remotes::install_github('VEuPathDB/plot.data')

# or to install a specific version
remotes::install_github('VEuPathDB/plot.data', 'v1.2.3')

Usage

All plot.data functions require at least the following arguments:

  1. A data frame or data table with columns corresponding to variables and rows to records (for example, observations, samples, etc.).
  2. A VariableMetadataList that associates columns in the data with plot elements, as well as passes information about each variable relevant for plotting. See veupathUtils for more details about the VariableMetadataList class.

Example 1: Histogram

# Data object is a data.table of raw values to bin and count
df <- data.table('entity.xvar' = rnorm(100))

# VariableMetadataList object
 variables <- new("VariableMetadataList",
   new("VariableMetadata",
     variableClass = new("VariableClass", value = 'native'),
     variableSpec = new("VariableSpec", variableId = 'xvar', entityId = 'entity'),
     plotReference = new("PlotReference", value = 'xAxis'),
     dataType = new("DataType", value = 'NUMBER'),
     dataShape = new("DataShape", value = 'CONTINUOUS')
  )
) 

# Returns the name of a json file where histogram-ready plotting data can be found
histogram(data, 
          variables, 
          value='count', 
          binWidth=NULL, 
          binReportValue='binWidth', 
          viewport=NULL)

Example 2: Scatter with overlay

# Example dataset
df <- data.table('entity.xvar' = rnorm(100),
                 'entity.yvar' = rnorm(100),
                 'entity.overlay' = sample(c('red','green','blue'), 100, replace=T))

# VariableMetadataList object
 variables <- new("VariableMetadataList",
   new("VariableMetadata",
     variableClass = new("VariableClass", value = 'native'),
     variableSpec = new("VariableSpec", variableId = 'xvar', entityId = 'entity'),
     plotReference = new("PlotReference", value = 'xAxis'),
     dataType = new("DataType", value = 'NUMBER'),
     dataShape = new("DataShape", value = 'CONTINUOUS')
   ),
   new("VariableMetadata",
     variableClass = new("VariableClass", value = 'native'),
     variableSpec = new("VariableSpec", variableId = 'overlay', entityId = 'entity'),
     plotReference = new("PlotReference", value = 'overlay'),
     dataType = new("DataType", value = 'STRING'),
     dataShape = new("DataShape", value = 'CATEGORICAL')
   ),
   new("VariableMetadata",
     variableClass = new("VariableClass", value = 'native'),
     variableSpec = new("VariableSpec", variableId = 'yvar', entityId = 'entity'),
     plotReference = new("PlotReference", value = 'yAxis'),
     dataType = new("DataType", value = 'NUMBER'),
     dataShape = new("DataShape", value = 'CONTINUOUS')
   )
 )           

# Returns the name of a json file where scatterplot-ready plotting data can be found.
scattergl(df,
          variables,
          value='bestFitLineWithRaw')

Example 3: Box with one facet variable

# Example dataset
df <- data.table('entity.xvar' = sample(letters[1:5], 100, replace=T),
                 'entity.yvar' = rnorm(100),
                 'entity.overlay' = sample(c('facet1','facet2','facet3'), 100, replace=T))

# VariableMetadataList object
 variables <- new("VariableMetadataList",
   new("VariableMetadata",
     variableClass = new("VariableClass", value = 'native'),
     variableSpec = new("VariableSpec", variableId = 'xvar', entityId = 'entity'),
     plotReference = new("PlotReference", value = 'xAxis'),
     dataType = new("DataType", value = 'STRING'),
     dataShape = new("DataShape", value = 'CATEGORICAL')
   ),
   new("VariableMetadata",
     variableClass = new("VariableClass", value = 'native'),
     variableSpec = new("VariableSpec", variableId = 'overlay', entityId = 'entity'),
     plotReference = new("PlotReference", value = 'overlay'),
     dataType = new("DataType", value = 'STRING'),
     dataShape = new("DataShape", value = 'CATEGORICAL')
   ),
   new("VariableMetadata",
     variableClass = new("VariableClass", value = 'native'),
     variableSpec = new("VariableSpec", variableId = 'yvar', entityId = 'entity'),
     plotReference = new("PlotReference", value = 'yAxis'),
     dataType = new("DataType", value = 'NUMBER'),
     dataShape = new("DataShape", value = 'CONTINUOUS')
   )
 )

# Returns the name of a json file where boxplot-ready plotting data can be found.
box(df,
    variables,
    points='outliers',
    mean=F,
    computeStats=F)

Contributing

Pull requests are welcome. For major changes, please open an issue first to discuss what you would like to change.

Please make sure to update tests as appropriate.

Development

Before we begin, a few definitions:

  • Variable: A collection of related values, which may represent either a category or a measurement. For example, a "Days of the Week" variable has values "Monday", "Tuesday", ... "Sunday". A "tree height" variable takes values on the postive real line. Statistically, a variable can be either categorical or numeric, see above dataType and dataShape for more about variable types used in this package.
  • Axis variable: A variable mapped to the independent (x) or dependent (y, z) axes.
  • Strata variable: A variable used to partition the axis variables into groups. Strata variables include overlay (often color), and facets.
  • Group: A partition of axes variable values labelled by combinations of strata variable values. For example, in a boxplot with an overlay variable with four values, we would see four groups - one for all the data associated with all boxes of the same color.
  • Panel: A set of axes and groups necessary and sufficient to stand as an independent plot, but contains a partition of the data. Panels are defined by the interaction of values of the two facet variables. Defining only one facet will result in one panel per facet variable value.
  • Variable constraint: A plot type \cap plot element specific restriction on the data type, shape, and/or number of unique values a variable contains. Implemented to prevent nonsensical plots, such as trying to create a boxplot with a categorical variable on the y-axis. For a more complete description, see (eventual link to site).
  • Plot: A collection of required axes, optional parameters, variable constraints, and geometric shapes bound to data that together convey information about a dataset.
  • Visualization: A collection of one or more plot instances that serve to answer a question.

Adding a new plot

If our goal is to add a new plot, we first ask if the addition should be an entirely new plot class, or an add-on to an existing plot class. We attempt to follow the following rule when deciding how and where to add new functionality:

Rule: Plot classes correspond to abstract plot types.

Let's take the beeswarm plot as an illustrative example. Is a beeswarm a plot type distinct enough from both box and scatter to deserve its own class? The beeswarm is similar to box in that it is meant to show a distribution of a continuous variable split across a categorical variable. However, the beeswarm in itself does not require summary points such as median, quartiles, etc. Since a beeswarm maps samples to points, perhaps it should instead be an option in the scatter class? While true, note that the variable constraints for a beeswarm and a scatterplot differ: a beeswarm takes categorical variables on the independent axis while a scatterplot does not. Therefore, let's give the beeswarm its own class.

plot.data class files
Each plot.data class has a similar set up within their "class-plotdata-{plot name}.R" file:

  • A function that creates a new instance of the class. These constructors are named "new{plot name}PD" (ex. newBeeswarmPD). Each constructor begins by creating a plotdata object (newPlotdata).
  • A function that takes data and returns plot-ready data along with any statistics or other additional information requested. These functions are named "{plot name}.dt" (ex. beeswarm.dt). This function calls the class constructor. The resulting data table has columns corresponding to plottable elements and rows corresponding to groups. For example, the output of box.dt with one facet variable will have as many rows as unique facet variable values, and columns such as "labels", "min", "median", and so on.
  • A function that takes data and returns a json file containing the above plot-ready data. We name these functions "{plot name}" (ex. beeswarm).
  • Validation functions. For each class, we include at least one validation function that ensures the created plot-ready data adheres to the appropriate variable constraints, for example. We name these functions "validate{plot name}PD" (ex. validateBeeswarmPD).

Testing
This package uses the testthat package for testing. Each plotdata class should have a corresponding test context, i.e file called "test-{plot name}.R" in the tests/testthat directory. Tests written in this file should be basic unit tests, for example checking that the created object is of the appropriate class and size. See test-beeswarm.R for an example.

The tests should follow the below general organization:

  1. Check the returned object is of the appropriate size and shape.
  2. Test that types are as expected.
  3. Ensure a valid data.table is returned with expected dimensions, even when inputs are not ideal (ex. factors, numeric categorical variables).
  4. Validate the getJSON output structure.
  5. Test that missing data is handled appropriately.
  6. Vizualization-specific tests such as statistics.

Use devtools::test() to run all unit tests in this package. See devtools documentation for more details.

Helpers
Helper functions are organized into those that compute values per group (group.R), per panel (panel.R), handle binning (bin.R), or various other categories (see utils and utils-*.R). Using the beeswarm as an example, we can add groupMedian to group.R, which computes the median of the dataset per group (overlay, panel).

Exporting functions
Now that we've created a new plot, we'd like to use it! Add relevant functions to NAMESPACE with devtools::document(), so the new functions will get properly exported and can be used when someone loads plot.data.


License

Apache 2.0

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