1 Slides for today

2 Packages

New ones to install:

install.packages("Hmisc")
install.packages("ggbeeswarm")
install.packages("skimr")
install.packages("janitor")
install.packages("ggdist")

To load:

library(tidyverse)
library(ggbeeswarm)
library(skimr)
library(janitor)
library(ggdist)

3 Make Sample data

Below are simulated four distributions (n = 250 each), all with similar measures of center (mean = 0) and spread (s.d. = 1), but with distinctly different shapes.1

  1. A standard normal (n);
  2. A skew-right distribution (s, Johnson distribution with skewness 2.2 and kurtosis 13);
  3. A leptikurtic distribution (k, Johnson distribution with skewness 0 and kurtosis 30);
  4. A bimodal distribution (mm, two normals with mean -0.95 and 0.95 and standard deviation 0.31).
#install.packages("SuppDists")
library(SuppDists)
# this is used later to generate the s and k distributions
findParams <- function(mu, sigma, skew, kurt) {
  value <- JohnsonFit(c(mu, sigma, skew, kurt), moment="use")
    return(value)  
}
# Generate sample data -------------------------------------------------------
set.seed(8675309)

# normal
n <- rnorm(250) # 250 simulated draws from a normal distribution

# right-skew
s <- rJohnson(250, findParams(0.0, 1.0, 2.2, 13.0))

# leptikurtic
k <- rJohnson(250, findParams(0, 1, 0, 30))

# mixture
mm <- rnorm(250, rep(c(-1, 1), each = 50) * sqrt(0.9), sqrt(0.1))

3.1 Tidy the data

Combine our four sets of samples

four <- data.frame(
  dist = factor(rep(c("n", "s", "k", "mm"), 
                    each = 250),
                c("n", "s", "k", "mm")),
  vals = c(n, s, k, mm)
)

4 Explore the data

glimpse(four)
Rows: 1,000
Columns: 2
$ dist <fct> n, n, n, n, n, n, n, n, n, n, n, n, n, n, n, n, n, n, n, n, n, n,…
$ vals <dbl> -0.99658235, 0.72182415, -0.61720882, 2.02939157, 1.06541605, 0.9…

Let’s see what our descriptive statistics look like:

skim(four)
Data summary
Name four
Number of rows 1000
Number of columns 2
_______________________
Column type frequency:
factor 1
numeric 1
________________________
Group variables None

Variable type: factor

skim_variable n_missing complete_rate ordered n_unique top_counts
dist 0 1 FALSE 4 n: 250, s: 250, k: 250, mm: 250

Variable type: numeric

skim_variable n_missing complete_rate mean sd p0 p25 p50 p75 p100 hist
vals 0 1 0.12 1.08 -4.43 -0.62 0.12 0.74 8.97 ▁▇▂▁▁
four %>% 
  group_by(dist) %>% 
  skim()
Data summary
Name Piped data
Number of rows 1000
Number of columns 2
_______________________
Column type frequency:
numeric 1
________________________
Group variables dist

Variable type: numeric

skim_variable dist n_missing complete_rate mean sd p0 p25 p50 p75 p100 hist
vals n 0 1 0.01 0.99 -2.72 -0.68 0.04 0.69 2.87 ▁▅▇▅▁
vals s 0 1 0.64 1.04 -0.81 0.02 0.39 0.90 8.97 ▇▂▁▁▁
vals k 0 1 0.04 1.09 -4.43 -0.42 0.02 0.48 6.19 ▁▅▇▁▁
vals mm 0 1 -0.21 1.00 -2.04 -1.04 -0.65 0.84 1.69 ▂▇▁▃▃

5 Histograms

For univariate distributions, Histograms are your go-to starting place.

What you want to look for:

  • How many “mounds” do you see? (modality)
  • If 1 mound, find the peak: are the areas to the left and right of the peak symmetrical? (skewness)
  • Notice that kurtosis (peakedness) of the distribution is difficult to judge here, especially given the effects of differing binwidths.

When your data have natural “grouping”, this is a great use case for ggplot’s facet_wrap feature; and the x- and y-axes will be the same, and the size of histogram binwidths are also the same. This is an example of the “small multiples” technique, in which we are making a (potentially large!) number of identically-formatted plots with the intention of facilitating comparisons.

#2 x 2 histograms in ggplot
ggplot(four, aes(x = vals)) + #no y needed for visualization of univariate distributions
  geom_histogram(fill = "white", colour = "black") + #easier to see for me
  coord_cartesian(xlim = c(-5, 5)) + #use this to change x/y limits!
  facet_wrap(~ dist) #this is one factor variable with 4 levels

5.1 Binwidths

Always change the binwidths on a histogram. Sometimes the default in ggplot works great, sometimes it does not.

Super narrow:

#2 x 2 histograms in ggplot
ggplot(four, aes(x = vals)) + 
  geom_histogram(binwidth = .1, fill = "white", colour = "black") + #super narrow bins
  coord_cartesian(xlim = c(-5, 5)) + 
  facet_wrap(~ dist)

Super wide:

#2 x 2 histograms in ggplot
ggplot(four, aes(x = vals)) + 
  geom_histogram(binwidth = 2, fill = "white", colour = "black") + #super wide bins
  coord_cartesian(xlim = c(-5, 5)) + 
  facet_wrap(~ dist)

Just right? Pretty close to the default for this data.

#2 x 2 histograms in ggplot
ggplot(four, aes(x = vals)) + 
  geom_histogram(binwidth = .2, fill = "white", colour = "black") + 
  coord_cartesian(xlim = c(-5, 5)) + 
  facet_wrap(~ dist)

5.2 Add a rug

A “rug” can help give additional insight into the underlying distribution of data points- remember, a facted histogram like this can obscure differences in sample size across groups!

#2 x 2 histograms in ggplot
ggplot(four, aes(x = vals)) + 
  geom_histogram(binwidth = .2, fill = "white", colour = "black") + 
  geom_rug() + 
  coord_cartesian(xlim = c(-5, 5)) + 
  facet_wrap(~ dist)

6 Boxplots (medium to large N)

What you want to look for:

  • The center line is the median: does the length of the distance to the upper hinge appear equal to the length to the lower hinge? (symmetry/skewness: Q3 - Q2/Q2 - Q1)
  • Are there many outliers?
  • Notice that modality of the distribution is difficult to judge here.
ggplot(four, aes(y = vals, x = dist)) + 
  geom_boxplot() + 
  scale_x_discrete(name="") + 
  scale_y_continuous(name="") + 
  coord_cartesian(ylim = c(-4,4))

6.1 Add notches

ggplot notches: “Notches are used to compare groups; if the notches of two boxes do not overlap, this is strong evidence that the medians differ.” (Chambers et al., 1983, p. 62)

ggplot(four, aes(y = vals, x = dist)) + 
  geom_boxplot(notch = T) + 
  scale_x_discrete(name = "") + 
  scale_y_continuous(name = "") + 
  coord_cartesian(ylim = c(-4,4))

6.2 Add summary statistics

We can use stat_summary() to add supplemental computed points to the plot, corresponding to different summary statistics. Here we are adding a diamond for the mean (see other possible shape codes here).

ggplot(four, aes(x = dist, y = vals)) + 
  geom_boxplot() +
  stat_summary(fun.y = mean, 
               geom = "point", 
               shape = 18, 
               size = 4, 
               colour = "lightseagreen") + 
  coord_cartesian(ylim = c(-4, 4))

7 Univariate scatterplots (small to medium n)

Options:

  • Stripchart: “one dimensional scatter plots (or dot plots) of the given data. These plots are a good alternative to boxplots when sample sizes are small.”
  • Beeswarm: “A bee swarm plot is a one-dimensional scatter plot similar to ‘stripchart’, except that would-be overlapping points are separated such that each is visible.”

7.1 Stripchart

Combining geom_jitter() + stat_summary() is the ggplot corollary to a stripchart.

ggplot(four, aes(x = dist, y = vals)) +
  geom_jitter(position = position_jitter(height = 0, width = .1), 
              fill = "lightseagreen", 
              colour = "lightseagreen",
              alpha = .5) + 
  stat_summary(fun.y = median, 
               fun.ymin = median, 
               fun.ymax = median, 
               geom = "crossbar", 
               width = 0.5) +
  scale_x_discrete(name = "") + 
  scale_y_continuous(name = "") + 
  coord_cartesian(ylim = c(-4, 4))

One tip for using stripcharts: make sure to experiment with different values of alpha, as different distributions and sample sizes will be best served by more or less transparency (and thus more or less apparent overlap).

7.2 Dotplot

Dotplots visualize individual datapoints; various options control details about the layout of the points.

ggplot(four, aes(x = dist, y = vals)) +
  geom_dotplot(stackdir = "center", 
               binaxis = "y", 
               binwidth = .1,
               binpositions = "all",
               stackratio = 1.5, 
               fill = "lightseagreen", 
               colour = "lightseagreen") + 
  scale_x_discrete(name = "") + 
  scale_y_continuous(name = "") + 
  coord_cartesian(ylim = c(-4, 4))

7.3 Beeswarm

Beeswarm plots are a variation on the dot plot; ggbeeswarm has a number of different options for controlling their layout:

install.packages("ggbeeswarm")
library(ggbeeswarm)
ggplot(four, aes(x = dist, y = vals)) +
  geom_quasirandom(fill = "lightseagreen", 
               colour = "lightseagreen") + 
  scale_x_discrete(name = "") + 
  scale_y_continuous(name = "") + 
  coord_cartesian(ylim = c(-4, 4))

ggplot(four, aes(x = dist, y = vals)) +
  geom_quasirandom(fill = "lightseagreen", 
               colour = "lightseagreen", 
               method = "smiley") + 
  scale_x_discrete(name = "") + 
  scale_y_continuous(name = "") + 
  coord_cartesian(ylim = c(-4, 4))

Note that beeswarm plots don’t work so well if your data is “big”. You will know your data is too big if you try the below methods and you can’t see many of the individual points (typically, N > 100).

8 Boxplots + univariate scatterplots (small to medium n)

Combining geom_boxplot() + geom_dotplot() is my personal pick for EDA when I have small - medium data (N < 100).

ggplot(four, aes(y = vals, x = dist)) + 
  geom_boxplot(outlier.shape = NA) + 
  geom_dotplot(binaxis = 'y', 
               stackdir = 'center', 
               stackratio = 1.5, 
               binwidth = .1,
               binpositions = "all",
               dotsize = 1,
               alpha = .75, 
               fill = "lightseagreen", 
               colour = "lightseagreen",
               na.rm = TRUE) + 
  scale_x_discrete(name = "") + 
  scale_y_continuous(name = "") + 
  coord_cartesian(ylim = c(-4, 4))

This gives us the “best of both worlds” in that we can see descriptive statistics about the distributions as well as see the underlying points themselves.

You can also combine geom_boxplot() + geom_jitter(). In this case, note that the boxplot is configured to leave in the outliers, even though it means that they will be double-plotted (once from geom_boxplot() and once from geom_jitter()). This is to demonstrate the jittered points are only being shifted from left to right, because I set the jitter height = 0. What happens if you tell position_jitter() to do something different?

ggplot(four, aes(y = vals, x = dist)) + 
  geom_boxplot(width = .5) + #note that the outlier points will be double-plotted
  geom_jitter(fill = "lightseagreen", 
              colour = "lightseagreen",
              na.rm = TRUE,
              position = position_jitter(height = 0, width = .1),
              alpha = .5) + 
  scale_x_discrete(name = "") + 
  scale_y_continuous(name = "") + 
  coord_cartesian(ylim = c(-4, 4))

9 Density plots (medium to large n)

For larger sample sizes, showing the actual points themselves becomes impractical, and density estimate plots become a better solution. A density plot is a visualization of a kernel density estimate, ``a non-parametric way to estimate the probability density function of a random variable.’’ (from wikipedia).

A simple kernel density plot is very useful on its own, but there are many variations. One popular one is the violin plot, which is essentially a boxplot except with a mirrored KDE plot instead of a rectangular box. Another variation combines a stripchart and a scatter plot to form a “beanplot”, whose name “stems from green beans. The density shape can be seen as the pod of a green bean, while the scatter plot shows the seeds inside the pod.”

9.1 Density plots

ggplot’s geom_density() will compute and plot a KDE:

ggplot(four, aes(x = vals)) + 
  geom_density(fill = "lightseagreen") +
  coord_cartesian(xlim = c(-5, 5)) +
  facet_wrap(~ dist)

Instead of doing a facet_wrap, I could make just one plot showing all four distributions. To make each distribution a different color, set the fill within the aes, and assign it to the factor variable dist. Since now all four will be plotted on top of each other, add an alpha level to make the color fill transparent (0 = completely transparent; 1 = completely opaque).

# Density plots with semi-transparent fill
ggplot(four, aes(x = vals, fill = dist)) + 
  geom_density(alpha = .5)

Keiran Healy has a lovely essay discussing different design approaches to this sort of plot!

9.1.1 Add a histogram

Sometimes one wants to combine a histogram and a density plot; while these are pretty easy to make in ggplot, there are some gotchas. In the plot below, note that the y-axis is different from if you just plotted the histogram. In fact, when interpreting this plot, the y-axis is only meaningful for reading density. It is meaningless for interpreting the histogram.

ggplot(four, aes(x = vals)) + 
  geom_histogram(aes(y = ..density..), 
                 binwidth = .5, 
                 colour = "black", 
                 fill = "white") +
  geom_density(alpha = .5, fill = "lightseagreen") + 
  coord_cartesian(xlim = c(-5,5)) + 
  facet_wrap(~ dist)

Question to consider: what does the y-axis represent in a histogram? What does it represent in a density plot?

9.2 Violin plots

ggplot’s built-in geom_violin() will make simple violin plots:

My advice: always set color = NA for geom_violin. For fill, always set alpha.

ggplot(four, aes(x = dist, y = vals)) +
    geom_violin(color = NA,
                fill = "lightseagreen",
                alpha = .5,
                na.rm = TRUE,
                scale = "count") + # max width proportional to sample size
  coord_cartesian(ylim = c(-4, 4))

9.2.1 Add a boxplot

A combination of geom_violin() + geom_boxplot() is my personal pick for EDA when I have large data (N > 100).

ggplot(four, aes(x = dist, y = vals)) +
    geom_boxplot(outlier.size = 2, 
                 colour = "lightseagreen",
                 fill = "black",
                 na.rm = TRUE,
                 width = .1) + 
    geom_violin(alpha = .2, 
                fill = "lightseagreen",
                colour = NA,
                na.rm = TRUE) +
  coord_cartesian(ylim = c(-4, 4))

Note that it is just as easy to layer a univariate scatterplot over a violin plot, just by replacing the geom_boxplot with a different geom as shown above. Lots of combination plots are possible!

10 Split violin

For more sophisticated variations, we turn to the ggdist package:

install.packages("ggdist")
library(ggdist)

It contains geoms and stats that, when used in combination with one another, will enable us to build many different kinds of distribution visualizations.

For example, one popular variation on the violin plot is the “split violin” plot, which removes the mirroring of the violin plot and uses that space for other purposes.

For a traditional violin plot, use stat_slab()

ggplot(four, aes(x=dist, y=vals)) +
  stat_slab(fill="lightseagreen", trim=FALSE, side="both")

To split, and only half one side, alter the side setting:

ggplot(four, aes(x=dist, y=vals)) +
  stat_slab(fill="lightseagreen", trim=FALSE, side="right")

Personally, I prefer to smoosh things down a little bit, for a full “split-violin” effect:

ggplot(four, aes(x=dist, y=vals)) +
  stat_slab(fill="lightseagreen", trim=FALSE, side="right", scale=0.5)

ggdist has many variations of this basic plot, including ones with interval bars (stat_slabinterval()), etc.:

ggplot(four, aes(x=dist, y=vals)) +
  stat_slabinterval(fill="lightseagreen", trim = FALSE, side="right", scale=0.5) 

And of course, we can re-orient our plot by changing the x and y aesthetics:

ggplot(four, aes(y = dist, x = vals)) +
    stat_slabinterval(fill="lightseagreen", trim = FALSE, side="right", scale=0.5)

11 Ridgeline plots

For ridgeline plots, it makes the most sense to have the factor variable (like dist) be on the y-axis. Ridgeline plots are indicated when there is a relatively large number of levels to the factor, and when comparison across factors is important.

ggplot(four, aes(y = dist, x = vals)) +
    stat_slab(fill="lightseagreen", trim = FALSE, side="right", scale=0.5)

(This isn’t an optimal use case for a ridgeline plot, we’re just demonstrating…)

As an alternative to ggdist, you may want to check out ggridges, a package entirely dedicated to ridgeline plots.

12 Raincloud plots

By combining stat_slab and stat_dots, we can create a “raincloud” plot:

ggplot(four, aes(y = dist, x = vals)) +
    stat_slab(fill="lightseagreen", trim = FALSE, side="right", scale=0.5) +
  stat_dots(side="left", alpha=0.5)

13 Plotting summary statistics

Moving back to standard ggplot territory, let’s revisit stat_summary. A more general way to look at stat_summary is that it applies a “summary function” to the variable mapped to y at each x value.

13.1 Means and error bars

The simplest summary function is mean_se, which returns the mean and the mean plus its standard error on each side. Thus, stat_summary will calculate and plot the mean and standard errors for the y variable at each x value.

The default geom is “pointrange” which places a dot at the central y value and extends lines to the minimum and maximum y values. Other geoms you might consider to display summarized data:

  • geom_errorbar
  • geom_pointrange
  • geom_linerange
  • geom_crossbar

There are a few summary functions from the Hmisc package which are reformatted for use in stat_summary(). They all return aesthetics for y, ymax, and ymin.

  • mean_cl_normal()
    • Returns sample mean and 95% confidence intervals assuming normality (i.e., t-distribution based)
  • mean_sdl()
    • Returns sample mean and a confidence interval based on the standard deviation times some constant
  • mean_cl_boot()
    • Uses a bootstrap method to determine a confidence interval for the sample mean without assuming normality.
  • median_hilow()
    • Returns the median and an upper and lower quantiles.
ggplot(four, aes(x = dist, y = vals)) +
  stat_summary(fun.data = "mean_se")

ggplot(four, aes(x = dist, y = vals)) +
  stat_summary(fun.y = "mean", geom = "point") +
  stat_summary(fun.y = "max", geom = "point", shape = 21)

ggplot(four, aes(x = dist, y = vals)) +
  stat_summary(fun.data = median_hilow)

You may have noticed two different arguments that are potentially confusing: fun.data and fun.y. If the function returns three values, specify the function with the argument fun.data. If the function returns one value, specify fun.y. See below.

x <- c(1, 2, 3)
mean(x) # use fun.y
[1] 2
mean_cl_normal(x) # use fun.data
  y       ymin     ymax
1 2 -0.4841377 4.484138

Confidence limits may give us a better idea than standard error limits of whether two means would be deemed statistically different when modeling, so we frequently use mean_cl_normal or mean_cl_boot in addition to mean_se.

13.2 Connecting means with lines

Using the ToothGrowth dataset

data(ToothGrowth)
tg <- ToothGrowth
# Standard error of the mean
ggplot(tg, aes(x = dose, y = len, colour = supp)) + 
  stat_summary(fun.data = "mean_se") +
  ggtitle("Mean +/- SE")

# Connect the points with lines
ggplot(tg, aes(x = dose, y = len, colour = supp)) + 
  stat_summary(fun.data = "mean_se") +
  stat_summary(fun.y = mean, geom = "line") +
  ggtitle("Mean +/- SE")

# Use 95% confidence interval instead of SEM
ggplot(tg, aes(x = dose, y = len, colour = supp)) + 
  stat_summary(fun.data = "mean_cl_normal") +
  stat_summary(fun.y = mean, geom = "line") +
  ggtitle("Mean with 95% confidence intervals")

# The errorbars overlapped, so use position_dodge to move them horizontally
pd <- position_dodge(0.1) # move them .05 to the left and right

ggplot(tg, aes(x = dose, y = len, colour = supp)) + 
  stat_summary(fun.data = "mean_cl_normal", position = pd) +
  stat_summary(fun.y = mean, geom = "line", position = pd) +
  ggtitle("Mean with 95% confidence intervals")

Not the best example for this geom, but another good one for showing variability…

# ribbon geom
ggplot(tg, aes(x = dose, y = len, colour = supp, fill = supp)) + 
  stat_summary(fun.y = mean, geom = "line") +
  stat_summary(fun.data = mean_se, geom = "ribbon", alpha = .5)

13.3 Bars with error bars

This is not an ideal practice, but sometimes you must…

# Standard error of the mean; note positioning
ggplot(tg, aes(x = factor(dose), y = len, fill = supp)) + 
  stat_summary(fun.y = mean, geom = "bar", position = position_dodge(width = .9)) +
  stat_summary(fun.data = mean_se, geom = "linerange", position = position_dodge(width = .9)) +
  ggtitle("Mean +/- SE")

The key trick here is telling stat_summary to use the “bar” geom instead of its default (point or linerange).

Note that it is important to be clear about whether your error bars represent the standard error of the mean, or a true confidence interval, which can be computed as follows:

# Use 95% confidence interval instead of SEM
ggplot(tg, aes(x = factor(dose), y = len, fill = supp)) + 
  stat_summary(fun.y = mean, geom = "bar", position = position_dodge(width = .9)) +
  stat_summary(fun.data = mean_cl_boot, geom = "linerange", position = position_dodge(width = .9)) +
  ggtitle("Mean with 95% confidence intervals")

More help here: http://www.cookbook-r.com/Graphs/Plotting_means_and_error_bars_(ggplot2)/


  1. The code for these distributions originally came from Hadley Wickham’s paper on “40 years of boxplots”↩︎

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