Chapter 3 Data Visualization
We begin the development of your data science toolbox with data visualization. By visualizing data, we gain valuable insights we couldn’t initially obtain from just looking at the raw data values. We’ll use the
ggplot2 package, as it provides an easy way to customize your plots.
ggplot2 is rooted in the data visualization theory known as the grammar of graphics , developed by Leland Wilkinson.
At their most basic, graphics/plots/charts (we use these terms interchangeably in this book) provide a nice way to explore the patterns in data, such as the presence of outliers, distributions of individual variables, and relationships between groups of variables. Graphics are designed to emphasize the findings and insights you want your audience to understand. This does, however, require a balancing act. On the one hand, you want to highlight as many interesting findings as possible. On the other hand, you don’t want to include so much information that it overwhelms your audience.
As we will see, plots also help us to identify patterns and outliers in our data. We’ll see that a common extension of these ideas is to compare the distribution of one numerical variable, such as what are the center and spread of the values, as we go across the levels of a different categorical variable.
Let’s load all the packages needed for this chapter (this assumes you’ve already installed them). Read Section 2.3 for information on how to install and load R packages.
library(nycflights13) library(ggplot2) library(dplyr)
3.1 The grammar of graphics
We start with a discussion of a theoretical framework for data visualization known as “the grammar of graphics.” This framework serves as the foundation for the
ggplot2 package which we’ll use extensively in this chapter. Think of how we construct and form sentences in English by combining different elements, like nouns, verbs, articles, subjects, objects, etc. We can’t just combine these elements in any arbitrary order; we must do so following a set of rules known as a linguistic grammar. Similarly to a linguistic grammar, “the grammar of graphics” defines a set of rules for constructing statistical graphics by combining different types of layers. This grammar was created by Leland Wilkinson  and has been implemented in a variety of data visualization software platforms like R, but also Plotly and Tableau.
3.1.1 Components of the grammar
In short, the grammar tells us that:
A statistical graphic is a
aesthetic attributes of
Specifically, we can break a graphic into the following three essential components:
data: the dataset containing the variables of interest.
geom: the geometric object in question. This refers to the type of object we can observe in a plot. For example: points, lines, and bars.
aes: aesthetic attributes of the geometric object. For example, x/y position, color, shape, and size. Aesthetic attributes are mapped to variables in the dataset.
You might be wondering why we wrote the terms
aes in a computer code type font. We’ll see very shortly that we’ll specify the elements of the grammar in R using these terms. However, let’s first break down the grammar with an example.
3.1.2 Gapminder data
In February 2006, a Swedish physician and data advocate named Hans Rosling gave a TED talk titled “The best stats you’ve ever seen” where he presented global economic, health, and development data from the website gapminder.org. For example, for data on 142 countries in 2007, let’s consider only a few countries in Table 3.1 as a peek into the data.
|Country||Continent||Life Expectancy||Population||GDP per Capita|
Each row in this table corresponds to a country in 2007. For each row, we have 5 columns:
- Country: Name of country.
- Continent: Which of the five continents the country is part of. Note that “Americas” includes countries in both North and South America and that Antarctica is excluded.
- Life Expectancy: Life expectancy in years.
- Population: Number of people living in the country.
- GDP per Capita: Gross domestic product (in US dollars).
Now consider Figure 3.1, which plots this for all 142 of the data’s countries.
Let’s view this plot through the grammar of graphics:
datavariable GDP per Capita gets mapped to the
aesthetic of the points.
datavariable Life Expectancy gets mapped to the
aesthetic of the points.
datavariable Population gets mapped to the
aesthetic of the points.
datavariable Continent gets mapped to the
aesthetic of the points.
We’ll see shortly that
data corresponds to the particular data frame where our data is saved and that “data variables” correspond to particular columns in the data frame. Furthermore, the type of
geometric object considered in this plot are points. That being said, while in this example we are considering points, graphics are not limited to just points. We can also use lines, bars, and other geometric objects.
Let’s summarize the three essential components of the grammar in Table 3.2.
|GDP per Capita||x||point|
3.1.3 Other components
There are other components of the grammar of graphics we can control as well. As you start to delve deeper into the grammar of graphics, you’ll start to encounter these topics more frequently. In this book, we’ll keep things simple and only work with these two additional components:
faceting breaks up a plot into several plots split by the values of another variable (Section 3.6)
positionadjustments for barplots (Section 3.8)
Other more complex components like
coordinate systems are left for a more advanced text such as R for Data Science . Generally speaking, the grammar of graphics allows for a high degree of customization of plots and also a consistent framework for easily updating and modifying them.
3.1.4 ggplot2 package
In this book, we will use the
ggplot2 package for data visualization, which is an implementation of the
graphics for R . As we noted earlier, a lot of the previous section was written in a computer code type font. This is because the various components of the grammar of graphics are specified in the
ggplot() function included in the
ggplot2 package. For the purposes of this book, we’ll always provide the
ggplot() function with the following arguments (i.e., inputs) at a minimum:
- The data frame where the variables exist: the
- The mapping of the variables to aesthetic attributes: the
mappingargument which specifies the
aesthetic attributes involved.
After we’ve specified these components, we then add layers to the plot using the
+ sign. The most essential layer to add to a plot is the layer that specifies which type of
geometric object we want the plot to involve: points, lines, bars, and others. Other layers we can add to a plot include the plot title, axes labels, visual themes for the plots, and facets (which we’ll see in Section 3.6).
Let’s now put the theory of the grammar of graphics into practice.
3.2 Five named graphs - the 5NG
In order to keep things simple in this book, we will only focus on five different types of graphics, each with a commonly given name. We term these “five named graphs” or in abbreviated form, the 5NG:
We’ll also present some variations of these plots, but with this basic repertoire of five graphics in your toolbox, you can visualize a wide array of different variable types. Note that certain plots are only appropriate for categorical variables, while others are only appropriate for numerical variables.
3.3 5NG#1: Scatterplots
The simplest of the 5NG are scatterplots, also called bivariate plots. They allow you to visualize the relationship between two numerical variables. While you may already be familiar with scatterplots, let’s view them through the lens of the grammar of graphics we presented in Section 3.1. Specifically, we will visualize the relationship between the following two numerical variables in the
flights data frame included in the
dep_delay: departure delay on the horizontal “x” axis and
arr_delay: arrival delay on the vertical “y” axis
for Alaska Airlines flights leaving NYC in 2013. This requires paring down the data from all 336,776 flights that left NYC in 2013, to only the 714 Alaska Airlines flights that left NYC in 2013. We do this so our scatterplot will involve a manageable 714 points, and not an overwhelmingly large number like 336,776. To achieve this, we’ll take the
flights data frame, filter the rows so that only the 714 rows corresponding to Alaska Airlines flights are kept, and save this in a new data frame called
alaska_flights using the
<- assignment operator:
<- flights %>% alaska_flights filter(carrier == "AS")
For now, we suggest you don’t worry if you don’t fully understand this code. We’ll see later in Chapter 4 on data wrangling that this code uses the
dplyr package for data wrangling to achieve our goal: it takes the
flights data frame and
filters it to only return the rows where
carrier is equal to
"AS", Alaska Airlines’ carrier code. Recall from Section 2.2 that testing for equality is specified with
== and not
=. Convince yourself that this code achieves what it is supposed to by exploring the resulting data frame by running
View(alaska_flights). You’ll see that it has 714 rows, consisting of only 714 Alaska Airlines flights.
(LC2.1) Take a look at both the
alaska_flights data frames by running
View(alaska_flights). In what respect do these data frames differ? For example, think about the number of rows in each dataset.
3.3.1 Scatterplots via
Let’s now go over the code that will create the desired scatterplot, while keeping in mind the grammar of graphics framework we introduced in Section 3.1. Let’s take a look at the code and break it down piece-by-piece.
ggplot(data = alaska_flights, mapping = aes(x = dep_delay, y = arr_delay)) + geom_point()
ggplot() function, we specify two of the components of the grammar of graphics as arguments (i.e., inputs):
alaska_flightsdata frame via
data = alaska_flights.
mapping = aes(x = dep_delay, y = arr_delay). Specifically, the variable
dep_delaymaps to the
xposition aesthetic, while the variable
arr_delaymaps to the
We then add a layer to the
ggplot() function call using the
+ sign. The added layer in question specifies the third component of the grammar: the
geometric object. In this case, the geometric object is set to be points by specifying
geom_point(). After running these two lines of code in your console, you’ll notice two outputs: a warning message and the graphic shown in Figure 3.2.
Warning: Removed 5 rows containing missing values (geom_point).
Let’s first unpack the graphic in Figure 3.2. Observe that a positive relationship exists between
arr_delay: as departure delays increase, arrival delays tend to also increase. Observe also the large mass of points clustered near (0, 0), the point indicating flights that neither departed nor arrived late.
Let’s turn our attention to the warning message. R is alerting us to the fact that five rows were ignored due to them being missing. For these 5 rows, either the value for
arr_delay or both were missing (recorded in R as
NA), and thus these rows were ignored in our plot.
Before we continue, let’s make a few more observations about this code that created the scatterplot. Note that the
+ sign comes at the end of lines, and not at the beginning. You’ll get an error in R if you put it at the beginning of a line. When adding layers to a plot, you are encouraged to start a new line after the
+ (by pressing the Return/Enter button on your keyboard) so that the code for each layer is on a new line. As we add more and more layers to plots, you’ll see this will greatly improve the legibility of your code.
To stress the importance of adding the layer specifying the
geometric object, consider Figure 3.3 where no layers are added. Because the
geometric object was not specified, we have a blank plot which is not very useful!
ggplot(data = alaska_flights, mapping = aes(x = dep_delay, y = arr_delay))
(LC2.2) What are some practical reasons why
arr_delay have a positive relationship?
(LC2.3) What variables in the
weather data frame would you expect to have a negative correlation (i.e., a negative relationship) with
dep_delay? Why? Remember that we are focusing on numerical variables here. Hint: Explore the
weather dataset by using the
(LC2.4) Why do you believe there is a cluster of points near (0, 0)? What does (0, 0) correspond to in terms of the Alaska Air flights?
(LC2.5) What are some other features of the plot that stand out to you?
(LC2.6) Create a new scatterplot using different variables in the
alaska_flights data frame by modifying the example given.
The large mass of points near (0, 0) in Figure 3.2 can cause some confusion since it is hard to tell the true number of points that are plotted. This is the result of a phenomenon called overplotting. As one may guess, this corresponds to points being plotted on top of each other over and over again. When overplotting occurs, it is difficult to know the number of points being plotted. There are two methods to address the issue of overplotting. Either by
- Adjusting the transparency of the points or
- Adding a little random “jitter,” or random “nudges,” to each of the points.
Method 1: Changing the transparency
The first way of addressing overplotting is to change the transparency/opacity of the points by setting the
alpha argument in
geom_point(). We can change the
alpha argument to be any value between
0 sets the points to be 100% transparent and
1 sets the points to be 100% opaque. By default,
alpha is set to
1. In other words, if we don’t explicitly set an
alpha value, R will use
alpha = 1.
Note how the following code is identical to the code in Section 3.3 that created the scatterplot with overplotting, but with
alpha = 0.2 added to the
ggplot(data = alaska_flights, mapping = aes(x = dep_delay, y = arr_delay)) + geom_point(alpha = 0.2)
The key feature to note in Figure 3.4 is that the transparency of the points is cumulative: areas with a high-degree of overplotting are darker, whereas areas with a lower degree are less dark. Note furthermore that there is no
alpha = 0.2. This is because we are not mapping a variable to an aesthetic attribute, but rather merely changing the default setting of
alpha. In fact, you’ll receive an error if you try to change the second line to read
geom_point(aes(alpha = 0.2)).
Method 2: Jittering the points
The second way of addressing overplotting is by jittering all the points. This means giving each point a small “nudge” in a random direction. You can think of “jittering” as shaking the points around a bit on the plot. Let’s illustrate using a simple example first. Say we have a data frame with 4 identical rows of x and y values: (0,0), (0,0), (0,0), and (0,0). In Figure 3.5, we present both the regular scatterplot of these 4 points (on the left) and its jittered counterpart (on the right).
In the left-hand regular scatterplot, observe that the 4 points are superimposed on top of each other. While we know there are 4 values being plotted, this fact might not be apparent to others. In the right-hand jittered scatterplot, it is now plainly evident that this plot involves four points since each point is given a random “nudge.”
Keep in mind, however, that jittering is strictly a visualization tool; even after creating a jittered scatterplot, the original values saved in the data frame remain unchanged.
To create a jittered scatterplot, instead of using
geom_point(), we use
geom_jitter(). Observe how the following code is very similar to the code that created the scatterplot with overplotting in Subsection 3.3.1, but with
geom_point() replaced with
ggplot(data = alaska_flights, mapping = aes(x = dep_delay, y = arr_delay)) + geom_jitter(width = 30, height = 30)
In order to specify how much jitter to add, we adjusted the
height arguments to
geom_jitter(). This corresponds to how hard you’d like to shake the plot in horizontal x-axis units and vertical y-axis units, respectively. In this case, both axes are in minutes. How much jitter should we add using the
height arguments? On the one hand, it is important to add just enough jitter to break any overlap in points, but on the other hand, not so much that we completely alter the original pattern in points.
As can be seen in the resulting Figure 3.6, in this case jittering doesn’t really provide much new insight. In this particular case, it can be argued that changing the transparency of the points by setting
alpha proved more effective. When would it be better to use a jittered scatterplot? When would it be better to alter the points’ transparency? There is no single right answer that applies to all situations. You need to make a subjective choice and own that choice. At the very least when confronted with overplotting, however, we suggest you make both types of plots and see which one better emphasizes the point you are trying to make.
(LC2.7) Why is setting the
alpha argument value useful with scatterplots? What further information does it give you that a regular scatterplot cannot?
(LC2.8) After viewing Figure 3.4, give an approximate range of arrival delays and departure delays that occur most frequently. How has that region changed compared to when you observed the same plot without
alpha = 0.2 set in Figure 3.2?
Scatterplots display the relationship between two numerical variables. They are among the most commonly used plots because they can provide an immediate way to see the trend in one numerical variable versus another. However, if you try to create a scatterplot where either one of the two variables is not numerical, you might get strange results. Be careful!
With medium to large datasets, you may need to play around with the different modifications to scatterplots we saw such as changing the transparency/opacity of the points or by jittering the points. This tweaking is often a fun part of data visualization, since you’ll have the chance to see different relationships emerge as you tinker with your plots.
3.4 5NG#2: Linegraphs
The next of the five named graphs are linegraphs. Linegraphs show the relationship between two numerical variables when the variable on the x-axis, also called the explanatory variable, is of a sequential nature. In other words, there is an inherent ordering to the variable.
The most common examples of linegraphs have some notion of time on the x-axis: hours, days, weeks, years, etc. Since time is sequential, we connect consecutive observations of the variable on the y-axis with a line. Linegraphs that have some notion of time on the x-axis are also called time series plots. Let’s illustrate linegraphs using another dataset in the
nycflights13 package: the
weather data frame.
Let’s explore the
weather data frame by running
glimpse(weather). Furthermore let’s read the associated help file by running
?weather to bring up the help file.
Observe that there is a variable called
temp of hourly temperature recordings in Fahrenheit at weather stations near all three major airports in New York City: Newark (
EWR), John F. Kennedy International (
JFK), and LaGuardia (
LGA). However, instead of considering hourly temperatures for all days in 2013 for all three airports, for simplicity let’s only consider hourly temperatures at Newark airport for the first 15 days in January.
Recall in Section 3.3, we used the
filter() function to only choose the subset of rows of
flights corresponding to Alaska Airlines flights. We similarly use
filter() here, but by using the
& operator we only choose the subset of rows of
weather where the
month is January, and the
day is between
15. Recall we performed a similar task in Section 3.3 when creating the
alaska_flights data frame of only Alaska Airlines flights, a topic we’ll explore more in Chapter 4 on data wrangling.
<- nycflights13::weather weather <- weather %>% early_january_weather filter(origin == "EWR" & month == 1 & day <= 15)
(LC2.9) Take a look at both the
early_january_weather data frames by running
View(early_january_weather). In what respect do these data frames differ?
flights data frame again. Why does the
time_hour variable uniquely identify the hour of the measurement, whereas the
hour variable does not?
3.4.1 Linegraphs via
Let’s create a time series plot of the hourly temperatures saved in the
early_january_weather data frame by using
geom_line() to create a linegraph, instead of using
geom_point() like we used previously to create scatterplots:
ggplot(data = early_january_weather, mapping = aes(x = time_hour, y = temp)) + geom_line()
Much as with the
ggplot() code that created the scatterplot of departure and arrival delays for Alaska Airlines flights in Figure 3.2, let’s break down this code piece-by-piece in terms of the grammar of graphics:
ggplot() function call, we specify two of the components of the grammar of graphics as arguments:
datato be the
early_january_weatherdata frame by setting
data = early_january_weather.
mapping = aes(x = time_hour, y = temp). Specifically, the variable
time_hourmaps to the
xposition aesthetic, while the variable
tempmaps to the
We add a layer to the
ggplot() function call using the
+ sign. The layer in question specifies the third component of the grammar: the
geometric object in question. In this case, the geometric object is a
line set by specifying
(LC2.11) Why should linegraphs be avoided when there is not a clear ordering of the horizontal axis?
(LC2.12) Why are linegraphs frequently used when time is the explanatory variable on the x-axis?
(LC2.13) Plot a time series of a variable other than
temp for Newark Airport in the first 15 days of January 2013.
Linegraphs, just like scatterplots, display the relationship between two numerical variables. However, it is preferred to use linegraphs over scatterplots when the variable on the x-axis (i.e., the explanatory variable) has an inherent ordering, such as some notion of time.
3.5 5NG#3: Histograms
Let’s consider the
temp variable in the
weather data frame once again, but unlike with the linegraphs in Section 3.4, let’s say we don’t care about its relationship with time, but rather we only care about how the values of
temp distribute. In other words:
- What are the smallest and largest values?
- What is the “center” or “most typical” value?
- How do the values spread out?
- What are frequent and infrequent values?
One way to visualize this distribution of this single variable
temp is to plot them on a horizontal line as we do in Figure 3.8:
This gives us a general idea of how the values of
temp distribute: observe that temperatures vary from around 11°F (-11°C) up to 100°F (38°C). Furthermore, there appear to be more recorded temperatures between 40°F and 60°F than outside this range. However, because of the high degree of overplotting in the points, it’s hard to get a sense of exactly how many values are between say 50°F and 55°F.
What is commonly produced instead of Figure 3.8 is known as a histogram. A histogram is a plot that visualizes the distribution of a numerical value as follows:
- We first cut up the x-axis into a series of bins, where each bin represents a range of values.
- For each bin, we count the number of observations that fall in the range corresponding to that bin.
- Then for each bin, we draw a bar whose height marks the corresponding count.
Let’s drill-down on an example of a histogram, shown in Figure 3.9.
Let’s focus only on temperatures between 30°F (-1°C) and 60°F (15°C) for now. Observe that there are three bins of equal width between 30°F and 60°F. Thus we have three bins of width 10°F each: one bin for the 30-40°F range, another bin for the 40-50°F range, and another bin for the 50-60°F range. Since:
- The bin for the 30-40°F range has a height of around 5000. In other words, around 5000 of the hourly temperature recordings are between 30°F and 40°F.
- The bin for the 40-50°F range has a height of around 4300. In other words, around 4300 of the hourly temperature recordings are between 40°F and 50°F.
- The bin for the 50-60°F range has a height of around 3500. In other words, around 3500 of the hourly temperature recordings are between 50°F and 60°F.
All nine bins spanning 10°F to 100°F on the x-axis have this interpretation.
3.5.1 Histograms via
Let’s now present the
ggplot() code to plot your first histogram! Unlike with scatterplots and linegraphs, there is now only one variable being mapped in
aes(): the single numerical variable
temp. The y-aesthetic of a histogram, the count of the observations in each bin, gets computed for you automatically. Furthermore, the geometric object layer is now a
geom_histogram(). After running the following code, you’ll see the histogram in Figure 3.10 as well as warning messages. We’ll discuss the warning messages first.
ggplot(data = weather, mapping = aes(x = temp)) + geom_histogram()
`stat_bin()` using `bins = 30`. Pick better value with `binwidth`.
Warning: Removed 1 rows containing non-finite values (stat_bin).
The first message is telling us that the histogram was constructed using
bins = 30 for 30 equally spaced bins. This is known in computer programming as a default value; unless you override this default number of bins with a number you specify, R will choose 30 by default. We’ll see in the next section how to change the number of bins to another value than the default.
The second message is telling us something similar to the warning message we received when we ran the code to create a scatterplot of departure and arrival delays for Alaska Airlines flights in Figure 3.2: that because one row has a missing
NA value for
temp, it was omitted from the histogram. R is just giving us a friendly heads up that this was the case.
Now let’s unpack the resulting histogram in Figure 3.10. Observe that values less than 25°F as well as values above 80°F are rather rare. However, because of the large number of bins, it’s hard to get a sense for which range of temperatures is spanned by each bin; everything is one giant amorphous blob. So let’s add white vertical borders demarcating the bins by adding a
color = "white" argument to
geom_histogram() and ignore the warning about setting the number of bins to a better value:
ggplot(data = weather, mapping = aes(x = temp)) + geom_histogram(color = "white")
We now have an easier time associating ranges of temperatures to each of the bins in Figure 3.11. We can also vary the color of the bars by setting the
fill argument. For example, you can set the bin colors to be “blue steel” by setting
fill = "steelblue":
ggplot(data = weather, mapping = aes(x = temp)) + geom_histogram(color = "white", fill = "steelblue")
If you’re curious, run
colors() to see all 657 possible choice of colors in R!
3.5.2 Adjusting the bins
Observe in Figure 3.11 that in the 50-75°F range there appear to be roughly 8 bins. Thus each bin has width 25 divided by 8, or 3.125°F, which is not a very easily interpretable range to work with. Let’s improve this by adjusting the number of bins in our histogram in one of two ways:
- By adjusting the number of bins via the
- By adjusting the width of the bins via the
Using the first method, we have the power to specify how many bins we would like to cut the x-axis up in. As mentioned in the previous section, the default number of bins is 30. We can override this default, to say 40 bins, as follows:
ggplot(data = weather, mapping = aes(x = temp)) + geom_histogram(bins = 40, color = "white")
Using the second method, instead of specifying the number of bins, we specify the width of the bins by using the
binwidth argument in the
geom_histogram() layer. For example, let’s set the width of each bin to be 10°F.
ggplot(data = weather, mapping = aes(x = temp)) + geom_histogram(binwidth = 10, color = "white")
We compare both resulting histograms side-by-side in Figure 3.12.
(LC2.14) What does changing the number of bins from 30 to 40 tell us about the distribution of temperatures?
(LC2.15) Would you classify the distribution of temperatures as symmetric or skewed in one direction or another?
(LC2.16) What would you guess is the “center” value in this distribution? Why did you make that choice?
(LC2.17) Is this data spread out greatly from the center or is it close? Why?
Histograms, unlike scatterplots and linegraphs, present information on only a single numerical variable. Specifically, they are visualizations of the distribution of the numerical variable in question.
Before continuing with the next of the 5NG, let’s briefly introduce a new concept called faceting. Faceting is used when we’d like to split a particular visualization by the values of another variable. This will create multiple copies of the same type of plot with matching x and y axes, but whose content will differ.
For example, suppose we were interested in looking at how the histogram of hourly temperature recordings at the three NYC airports we saw in Figure 3.9 differed in each month. We could “split” this histogram by the 12 possible months in a given year. In other words, we would plot histograms of
temp for each
month separately. We do this by adding
facet_wrap(~ month) layer. Note the
~ is a “tilde” and can generally be found on the key next to the “1” key on US keyboards. The tilde is required and you’ll receive the error
Error in as.quoted(facets) : object 'month' not found if you don’t include it here.
ggplot(data = weather, mapping = aes(x = temp)) + geom_histogram(binwidth = 5, color = "white") + facet_wrap(~ month)
We can also specify the number of rows and columns in the grid by using the
ncol arguments inside of
facet_wrap(). For example, say we would like our faceted histogram to have 4 rows instead of 3. We simply add an
nrow = 4 argument to
ggplot(data = weather, mapping = aes(x = temp)) + geom_histogram(binwidth = 5, color = "white") + facet_wrap(~ month, nrow = 4)
Observe in both Figures 3.13 and 3.14 that as we might expect in the Northern Hemisphere, temperatures tend to be higher in the summer months, while they tend to be lower in the winter.
(LC2.18) What other things do you notice about this faceted plot? How does a faceted plot help us see relationships between two variables?
(LC2.19) What do the numbers 1-12 correspond to in the plot? What about 25, 50, 75, 100?
(LC2.20) For which types of datasets would faceted plots not work well in comparing relationships between variables? Give an example describing the nature of these variables and other important characteristics.
(LC2.21) Does the
temp variable in the
weather dataset have a lot of variability? Why do you say that?
3.7 5NG#4: Boxplots
While faceted histograms are one type of visualization used to compare the distribution of a numerical variable split by the values of another variable, another type of visualization that achieves this same goal is a side-by-side boxplot. A boxplot is constructed from the information provided in the five-number summary of a numerical variable (see Appendix A.1).
To keep things simple for now, let’s only consider the 2141 hourly temperature recordings for the month of November, each represented as a jittered point in Figure 3.15.
These 2141 observations have the following five-number summary:
- Minimum: 21°F
- First quartile (25th percentile): 36°F
- Median (second quartile, 50th percentile): 45°F
- Third quartile (75th percentile): 52°F
- Maximum: 71°F
In the leftmost plot of Figure 3.16, let’s mark these 5 values with dashed horizontal lines on top of the 2141 points. In the middle plot of Figure 3.16 let’s add the boxplot. In the rightmost plot of Figure 3.16, let’s remove the points and the dashed horizontal lines for clarity’s sake.
What the boxplot does is visually summarize the 2141 points by cutting the 2141 temperature recordings into quartiles at the dashed lines, where each quartile contains roughly 2141 \(\div\) 4 \(\approx\) 535 observations. Thus
- 25% of points fall below the bottom edge of the box, which is the first quartile of 36°F. In other words, 25% of observations were below 36°F.
- 25% of points fall between the bottom edge of the box and the solid middle line, which is the median of 45°F. Thus, 25% of observations were between 36°F and 45°F and 50% of observations were below 45°F.
- 25% of points fall between the solid middle line and the top edge of the box, which is the third quartile of 52°F. It follows that 25% of observations were between 45°F and 52°F and 75% of observations were below 52°F.
- 25% of points fall above the top edge of the box. In other words, 25% of observations were above 52°F.
- The middle 50% of points lie within the interquartile range (IQR) between the first and third quartile. Thus, the IQR for this example is 52 - 36 = 16°F. The interquartile range is a measure of a numerical variable’s spread.
Furthermore, in the rightmost plot of Figure 3.16, we see the whiskers of the boxplot. The whiskers stick out from either end of the box all the way to the minimum and maximum observed temperatures of 21°F and 71°F, respectively. However, the whiskers don’t always extend to the smallest and largest observed values as they do here. They in fact extend no more than 1.5 \(\times\) the interquartile range from either end of the box. In this case of the November temperatures, no more than 1.5 \(\times\) 16°F = 24°F from either end of the box. Any observed values outside this range get marked with points called outliers, which we’ll see in the next section.
3.7.1 Boxplots via
Let’s now create a side-by-side boxplot of hourly temperatures split by the 12 months as we did previously with the faceted histograms. We do this by mapping the
month variable to the x-position aesthetic, the
temp variable to the y-position aesthetic, and by adding a
ggplot(data = weather, mapping = aes(x = month, y = temp)) + geom_boxplot()
Warning messages: 1: Continuous x aesthetic -- did you forget aes(group=...)? 2: Removed 1 rows containing non-finite values (stat_boxplot).
Observe in Figure 3.17 that this plot does not provide information about temperature separated by month. The first warning message clues us in as to why. It is telling us that we have a “continuous,” or numerical variable, on the x-position aesthetic. Boxplots, however, require a categorical variable to be mapped to the x-position aesthetic. The second warning message is identical to the warning message when plotting a histogram of hourly temperatures: that one of the values was recorded as
We can convert the numerical variable
month into a
factor categorical variable by using the
factor() function. So after applying
factor(month), month goes from having numerical values just the 1, 2, …, and 12 to having an associated ordering. With this ordering,
ggplot() now knows how to work with this variable to produce the needed plot.
ggplot(data = weather, mapping = aes(x = factor(month), y = temp)) + geom_boxplot()
The resulting Figure 3.18 shows 12 separate “box and whiskers” plots similar to the rightmost plot of Figure 3.16 of only November temperatures. Thus the different boxplots are shown “side-by-side.”
- The “box” portions of the visualization represent the 1st quartile, the median (the 2nd quartile), and the 3rd quartile.
- The height of each box (the value of the 3rd quartile minus the value of the 1st quartile) is the interquartile range (IQR). It is a measure of the spread of the middle 50% of values, with longer boxes indicating more variability.
- The “whisker” portions of these plots extend out from the bottoms and tops of the boxes and represent points less than the 25th percentile and greater than the 75th percentiles, respectively. They’re set to extend out no more than \(1.5 \times IQR\) units away from either end of the boxes. We say “no more than” because the ends of the whiskers have to correspond to observed temperatures. The length of these whiskers show how the data outside the middle 50% of values vary, with longer whiskers indicating more variability.
- The dots representing values falling outside the whiskers are called outliers. These can be thought of as anomalous (“out-of-the-ordinary”) values.
It is important to keep in mind that the definition of an outlier is somewhat arbitrary and not absolute. In this case, they are defined by the length of the whiskers, which are no more than \(1.5 \times IQR\) units long for each boxplot. Looking at this side-by-side plot we can see, as expected, that summer months (6 through 8) have higher median temperatures as evidenced by the higher solid lines in the middle of the boxes. We can easily compare temperatures across months by drawing imaginary horizontal lines across the plot. Furthermore, the heights of the 12 boxes as quantified by the interquartile ranges are informative too; they tell us about variability, or spread, of temperatures recorded in a given month.
(LC2.22) What does the dot at the bottom of the plot for May correspond to? Explain what might have occurred in May to produce this point.
(LC2.23) Which months have the highest variability in temperature? What reasons can you give for this?
(LC2.24) We looked at the distribution of the numerical variable
temp split by the numerical variable
month that we converted using the
factor() function in order to make a side-by-side boxplot. Why would a boxplot of
temp split by the numerical variable
pressure similarly converted to a categorical variable using the
factor() not be informative?
(LC2.25) Boxplots provide a simple way to identify outliers. Why may outliers be easier to identify when looking at a boxplot instead of a faceted histogram?
Side-by-side boxplots provide us with a way to compare the distribution of a numerical variable across multiple values of another variable. One can see where the median falls across the different groups by comparing the solid lines in the center of the boxes.
To study the spread of a numerical variable within one of the boxes, look at both the length of the box and also how far the whiskers extend from either end of the box. Outliers are even more easily identified when looking at a boxplot than when looking at a histogram as they are marked with distinct points.
3.8 5NG#5: Barplots
Both histograms and boxplots are tools to visualize the distribution of numerical variables. Another commonly desired task is to visualize the distribution of a categorical variable. This is a simpler task, as we are simply counting different categories within a categorical variable, also known as the levels of the categorical variable. Often the best way to visualize these different counts, also known as frequencies, is with barplots (also called barcharts).
One complication, however, is how your data is represented. Is the categorical variable of interest “pre-counted” or not? For example, run the following code that manually creates two data frames representing a collection of fruit: 3 apples and 2 oranges.
<- tibble( fruits fruit = c("apple", "apple", "orange", "apple", "orange") )<- tibble( fruits_counted fruit = c("apple", "orange"), number = c(3, 2) )
We see both the
fruits_counted data frames represent the same collection of fruit. Whereas
fruits just lists the fruit individually…
# A tibble: 5 x 1 fruit <chr> 1 apple 2 apple 3 orange 4 apple 5 orange
fruits_counted has a variable
count which represent the “pre-counted” values of each fruit.
# A tibble: 2 x 2 fruit number <chr> <dbl> 1 apple 3 2 orange 2
Depending on how your categorical data is represented, you’ll need to add a different
geometric layer type to your
ggplot() to create a barplot, as we now explore.
3.8.1 Barplots via
Let’s generate barplots using these two different representations of the same basket of fruit: 3 apples and 2 oranges. Using the
fruits data frame where all 5 fruits are listed individually in 5 rows, we map the
fruit variable to the x-position aesthetic and add a
ggplot(data = fruits, mapping = aes(x = fruit)) + geom_bar()
However, using the
fruits_counted data frame where the fruits have been “pre-counted,” we once again map the
fruit variable to the x-position aesthetic, but here we also map the
count variable to the y-position aesthetic, and add a
geom_col() layer instead.
ggplot(data = fruits_counted, mapping = aes(x = fruit, y = number)) + geom_col()
Compare the barplots in Figures 3.19 and 3.20. They are identical because they reflect counts of the same five fruits. However, depending on how our categorical data is represented, either “pre-counted” or not, we must add a different
geom layer. When the categorical variable whose distribution you want to visualize
- Is not pre-counted in your data frame, we use
- Is pre-counted in your data frame, we use
geom_col()with the y-position aesthetic mapped to the variable that has the counts.
Let’s now go back to the
flights data frame in the
nycflights13 package and visualize the distribution of the categorical variable
carrier. In other words, let’s visualize the number of domestic flights out of New York City each airline company flew in 2013. Recall from Subsection 2.4.3 when you first explored the
flights data frame, you saw that each row corresponds to a flight. In other words, the
flights data frame is more like the
fruits data frame than the
fruits_counted data frame because the flights have not been pre-counted by
carrier. Thus we should use
geom_bar() instead of
geom_col() to create a barplot. Much like a
geom_histogram(), there is only one variable in the
aes() aesthetic mapping: the variable
carrier gets mapped to the
x-position. As a difference though, histograms have bars that touch whereas bar graphs have white space between the bars going from left to right.
ggplot(data = flights, mapping = aes(x = carrier)) + geom_bar()
Observe in Figure 3.21 that United Airlines (UA), JetBlue Airways (B6), and ExpressJet Airlines (EV) had the most flights depart NYC in 2013. If you don’t know which airlines correspond to which carrier codes, then run
View(airlines) to see a directory of airlines. For example, B6 is JetBlue Airways. Alternatively, say you had a data frame where the number of flights for each
carrier was pre-counted as in Table 3.3.
In order to create a barplot visualizing the distribution of the categorical variable
carrier in this case, we would now use
geom_col() instead of
geom_bar(), with an additional
y = number in the aesthetic mapping on top of the
x = carrier. The resulting barplot would be identical to Figure 3.21.
(LC2.26) Why are histograms inappropriate for categorical variables?
(LC2.27) What is the difference between histograms and barplots?
(LC2.28) How many Envoy Air flights departed NYC in 2013?
(LC2.29) What was the 7th highest airline for departed flights from NYC in 2013? How could we better present the table to get this answer quickly?
3.8.2 Must avoid pie charts!
One of the most common plots used to visualize the distribution of categorical data is the pie chart. While they may seem harmless enough, pie charts actually present a problem in that humans are unable to judge angles well. As Naomi Robbins describes in her book, Creating More Effective Graphs , we overestimate angles greater than 90 degrees and we underestimate angles less than 90 degrees. In other words, it is difficult for us to determine the relative size of one piece of the pie compared to another.
Let’s examine the same data used in our previous barplot of the number of flights departing NYC by airline in Figure 3.21, but this time we will use a pie chart in Figure 3.22. Try to answer the following questions:
- How much larger is the portion of the pie for ExpressJet Airlines (
EV) compared to US Airways (
- What is the third largest carrier in terms of departing flights?
- How many carriers have fewer flights than United Airlines (
While it is quite difficult to answer these questions when looking at the pie chart in Figure 3.22, we can much more easily answer these questions using the barchart in Figure 3.21. This is true since barplots present the information in a way such that comparisons between categories can be made with single horizontal lines, whereas pie charts present the information in a way such that comparisons must be made by comparing angles.
(LC2.30) Why should pie charts be avoided and replaced by barplots?
(LC2.31) Why do you think people continue to use pie charts?
3.8.3 Two categorical variables
Barplots are a very common way to visualize the frequency of different categories, or levels, of a single categorical variable. Another use of barplots is to visualize the joint distribution of two categorical variables at the same time. Let’s examine the joint distribution of outgoing domestic flights from NYC by
carrier as well as
origin. In other words, the number of flights for each
For example, the number of WestJet flights from
JFK, the number of WestJet flights from
LGA, the number of WestJet flights from
EWR, the number of American Airlines flights from
JFK, and so on. Recall the
ggplot() code that created the barplot of
carrier frequency in Figure 3.21:
ggplot(data = flights, mapping = aes(x = carrier)) + geom_bar()
We can now map the additional variable
origin by adding a
fill = origin inside the
aes() aesthetic mapping.
ggplot(data = flights, mapping = aes(x = carrier, fill = origin)) + geom_bar()
Figure 3.23 is an example of a stacked barplot. While simple to make, in certain aspects it is not ideal. For example, it is difficult to compare the heights of the different colors between the bars, corresponding to comparing the number of flights from each
origin airport between the carriers.
Before we continue, let’s address some common points of confusion among new R users. First, the
fill aesthetic corresponds to the color used to fill the bars, while the
color aesthetic corresponds to the color of the outline of the bars. This is identical to how we added color to our histogram in Subsection 3.5.1: we set the outline of the bars to white by setting
color = "white" and the colors of the bars to blue steel by setting
fill = "steelblue". Observe in Figure 3.24 that mapping
color and not
fill yields grey bars with different colored outlines.
ggplot(data = flights, mapping = aes(x = carrier, color = origin)) + geom_bar()
Second, note that
fill is another aesthetic mapping much like
x-position; thus we were careful to include it within the parentheses of the
aes() mapping. The following code, where the
fill aesthetic is specified outside the
aes() mapping will yield an error. This is a fairly common error that new
ggplot users make:
ggplot(data = flights, mapping = aes(x = carrier), fill = origin) + geom_bar()
An alternative to stacked barplots are side-by-side barplots, also known as dodged barplots, as seen in Figure 3.25. The code to create a side-by-side barplot is identical to the code to create a stacked barplot, but with a
position = "dodge" argument added to
geom_bar(). In other words, we are overriding the default barplot type, which is a stacked barplot, and specifying it to be a side-by-side barplot instead.
ggplot(data = flights, mapping = aes(x = carrier, fill = origin)) + geom_bar(position = "dodge")
Note the width of the bars for
YV is different than the others. We can make one tweak to the
position argument to get them to be the same size in terms of width as the other bars by using the more robust
ggplot(data = flights, mapping = aes(x = carrier, fill = origin)) + geom_bar(position = position_dodge(preserve = "single"))
Lastly, another type of barplot is a faceted barplot. Recall in Section 3.6 we visualized the distribution of hourly temperatures at the 3 NYC airports split by month using facets. We apply the same principle to our barplot visualizing the frequency of
carrier split by
origin: instead of mapping
fill we include it as the variable to create small multiples of the plot across the levels of
ggplot(data = flights, mapping = aes(x = carrier)) + geom_bar() + facet_wrap(~ origin, ncol = 1)
(LC2.32) What kinds of questions are not easily answered by looking at Figure 3.23?
(LC2.33) What can you say, if anything, about the relationship between airline and airport in NYC in 2013 in regards to the number of departing flights?
(LC2.34) Why might the side-by-side barplot be preferable to a stacked barplot in this case?
(LC2.35) What are the disadvantages of using a dodged barplot, in general?
(LC2.36) Why is the faceted barplot preferred to the side-by-side and stacked barplots in this case?
(LC2.37) What information about the different carriers at different airports is more easily seen in the faceted barplot?
Barplots are a common way of displaying the distribution of a categorical variable, or in other words the frequency with which the different categories (also called levels) occur. They are easy to understand and make it easy to make comparisons across levels. Furthermore, when trying to visualize the relationship of two categorical variables, you have many options: stacked barplots, side-by-side barplots, and faceted barplots. Depending on what aspect of the relationship you are trying to emphasize, you will need to make a choice between these three types of barplots and own that choice.
3.9.1 Summary table
Let’s recap all five of the five named graphs (5NG) in Table 3.4 summarizing their differences. Using these 5NG, you’ll be able to visualize the distributions and relationships of variables contained in a wide array of datasets. This will be even more the case as we start to map more variables to more of each
aesthetic attribute options, further unlocking the awesome power of the
|Named graph||Shows||Geometric object||Notes|
|1||Scatterplot||Relationship between 2 numerical variables||
|2||Linegraph||Relationship between 2 numerical variables||
||Used when there is a sequential order to x-variable, e.g., time|
|3||Histogram||Distribution of 1 numerical variable||
||Facetted histograms show the distribution of 1 numerical variable split by the values of another variable|
|4||Boxplot||Distribution of 1 numerical variable split by the values of another variable||
|5||Barplot||Distribution of 1 categorical variable||
||Stacked, side-by-side, and faceted barplots show the joint distribution of 2 categorical variables|
3.9.2 Function argument specification
Let’s go over some important points about specifying the arguments (i.e., inputs) to functions. Run the following two segments of code:
# Segment 1: ggplot(data = flights, mapping = aes(x = carrier)) + geom_bar() # Segment 2: ggplot(flights, aes(x = carrier)) + geom_bar()
You’ll notice that both code segments create the same barplot, even though in the second segment we omitted the
data = and
mapping = code argument names. This is because the
ggplot() function by default assumes that the
data argument comes first and the
mapping argument comes second. As long as you specify the data frame in question first and the
aes() mapping second, you can omit the explicit statement of the argument names
data = and
Going forward for the rest of this book, all
ggplot() code will be like the second segment: with the
data = and
mapping = explicit naming of the argument omitted with the default ordering of arguments respected. We’ll do this for brevity’s sake; it’s common to see this style when reviewing other R users’ code.
3.9.3 Additional resources
An R script file of all R code used in this chapter is available here.
If you want to further unlock the power of the
ggplot2 package for data visualization, we suggest that you check out RStudio’s “Data Visualization with ggplot2” cheatsheet. This cheatsheet summarizes much more than what we’ve discussed in this chapter. In particular, it presents many more than the 5
geometric objects we covered in this chapter while providing quick and easy to read visual descriptions. For all the
geometric objects, it also lists all the possible aesthetic attributes one can tweak. In the current version of RStudio in late 2019, you can access this cheatsheet by going to the RStudio Menu Bar -> Help -> Cheatsheets -> “Data Visualization with ggplot2.” You can see a preview in the figure below.
3.9.4 What’s to come
Recall in Figure 3.2 in Section 3.3 we visualized the relationship between departure delay and arrival delay for Alaska Airlines flights. This necessitated paring down the
flights data frame to a new data frame
alaska_flights consisting of only
carrier == AS flights first:
<- flights %>% alaska_flights filter(carrier == "AS") ggplot(data = alaska_flights, mapping = aes(x = dep_delay, y = arr_delay)) + geom_point()
Furthermore recall in Figure 3.7 in Section 3.4 we visualized hourly temperature recordings at Newark airport only for the first 15 days of January 2013. This necessitated paring down the
weather data frame to a new data frame
early_january_weather consisting of hourly temperature recordings only for
origin == "EWR",
month == 1, and day less than or equal to
<- nycflights13::weather %>% early_january_weather filter(origin == "EWR" & month == 1 & day <= 15) ggplot(data = early_january_weather, mapping = aes(x = time_hour, y = temp)) + geom_line()
These two code segments were a preview of Chapter 4 on data wrangling using the
dplyr package. Data wrangling is the process of transforming and modifying existing data with the intent of making it more appropriate for analysis purposes. For example, these two code segments used the
filter() function to create new data frames (
early_january_weather) by choosing only a subset of rows of existing data frames (
weather). In the next chapter, we’ll formally introduce the
filter() and other data wrangling functions as well as the pipe operator
%>% which allows you to combine multiple data wrangling actions into a single sequential chain of actions. On to Chapter 4 on data wrangling!