Introduction and Setup

Here we will introduce one of the most powerful tools R has to offer, graphical representation of data. Adrian Pagan, an excellent Australian econometrician once said “A simple plot tells a lot!”. So let’s see how to create simple plots.

With R being on open source software you will find quite a few different ways to produce graphics. Some are build, by default, into the R software, like the plot function. But as a regular user of R you will want to develop a wider range of graphics and then you will want to use a graphics package. The package we will introduce here is the ggplot2 package. Install this package in case you have not yet done so on your computer.

install.packages("ggplot2")

As you know, the above package installation you will only have to do once on your computer.

library(tidyverse)

When you load a package with the library() command you will often get some warning messages. On most occasions you can just ignore them. ggplot will automatically load the ggplot package and you are likely to want to do some manipulation using the tiyverse package.

Loading a dataset

Let’s get a dataset to look at. We shall use the Baseball wages dataset, mlb1.csv. Make sure that it is saved into your working directory. (Recall, use setwd() to set your working directory).

mydata <- read.csv("mlb1.csv", na.strings = ".")

Let’s check out what variables we have in this data-file

names(mydata)
##  [1] "salary"   "teamsal"  "nl"       "years"    "games"    "atbats"  
##  [7] "runs"     "hits"     "doubles"  "triples"  "hruns"    "rbis"    
## [13] "bavg"     "bb"       "so"       "sbases"   "fldperc"  "frstbase"
## [19] "scndbase" "shrtstop" "thrdbase" "outfield" "catcher"  "yrsallst"
## [25] "hispan"   "black"    "whitepop" "blackpop" "hisppop"  "pcinc"   
## [31] "gamesyr"  "hrunsyr"  "atbatsyr" "allstar"  "slugavg"  "rbisyr"  
## [37] "sbasesyr" "runsyr"   "percwhte" "percblck" "perchisp" "blckpb"  
## [43] "hispph"   "whtepw"   "blckph"   "hisppb"   "lsalary"

You can find short variable descriptions here and of course you need to understand what data types the variables represent (check str(mydata) to confirm the R datatypes.) The datafile contains information on 353 baseball players.

You can see that there are several variables which indicate which fielding position a player has. For instance player 10 is an outfield player as the player has a value of 1 in the outfield variable and 0s otherwise.

mydata[10,18:23]
##    frstbase scndbase shrtstop thrdbase outfield catcher
## 10        0        0        0        0        1       0

The following will create one new variable called poition, which indicates the position a player plays in.

mydata <- mydata %>%  mutate(position = case_when(frstbase == 1 ~ "First Base",
                                                  scndbase == 1 ~ "Second Base",
                                                  shrtstop == 1 ~ "Shortstop",
                                                  thrdbase == 1 ~ "Third Base",
                                                  outfield == 1 ~ "Outfield",
                                                  catcher == 1 ~ "Catcher")) %>% mutate(position = as.factor(position))

In a similar manner we create a variable which describes the ethnicity of players.

mydata <- mydata %>%  mutate(ethnicity = case_when(black == 1 ~ "black",
                                                   hispan == 1 ~ "hispanic",
                                                   (black == 0) & (hispan == 0) ~ "white")) %>% 
                               mutate(ethnicity = as.factor(ethnicity))

Here we categorise players as either black hispanic or white. This is the information available from the data but may not well represent more complicated ethnicities.

Basic graphics in R

Rhas some basic build-in graphics capability. This is called with the plot function. The plot function recognises the datatype and adjusts the graphics type accordingly. For instance:

plot(mydata$salary)

It has recognised that the data in salary are numeric and this triggers a scatterplot. To produce a scatter plot you need a second variable and as we did not deliver any it automatically uses the data index (which here is just like a numbering of the players in the datafile). If you want to set which variable appears on the horizontal axis (e.g. the batting average, bavg), then you need to set this as follows:

plot(mydata$bavg,mydata$salary) # first variable for horizontal, 2nd for vertical axis

If we are sending a categrical/factor variable to plot such as the position variable, then the function will automatically create a bar graph.

plot(mydata$position)

These plots can be very useful to get a first idea of what the data look like and it is possible to adapt certain aspects of these plots, however, when you want to prepare nice looking plots for a report, then you are likely to want to use a more powerful tool.

Advanced graphics with ggplot

The ggplot package is one of these packages you can use to produce really beautiful graphics. There are literally books written just to help you with using this package to produce nice graphics. This here is just the briefest of introductions.

There is a large range of different graphs that are available from the ggplot package. A great overview and an excellent source of help is available from this ggplot cheatsheet. It is well worth having this available on your computer. Of ourse, al ot more detail is available from Hadley Wikham’s online book.

General structure of graphic commands in ggplot

In general the structure of creating

g1 <- ggplot(mydata, aes(y = VARIABLENAME, x = VARIABLENAME, colour = VARIABLENAME)) + 
  geom_GRAPHTYPE() +
  geom_OTHERSTUFF()

It is worth briefly thinking about what this does, such that what follows makes more sense. First, we create a new object into which we will save the graph, here called g1. We call the function ggplot(mydata, ) which instructs R to prepare a graph using data stored in the mydata object. This implies that in what follows R just assumes that variables we are using are in this dataframe.

aes(y = VARIABLENAME1, x = VARIABLENAME2, colour = VARIABLENAME3) then provides further detail. In particular it tells R that VARIABLENAME1 should be on the vertical/y axis and VARIABLENAM2 should be on the horizontal/x axis. Further, data points will be displayed in different colors as per VARIABLENAME3. Not all graph types will actually need all of this information.

At this stage, R has just prepared a blank canvas with those parameters, but has not yet created a graph. That is achieved by + geom_GRAPHTYPE(). As you will soon see there are different graph types available. Then you can add further details to your graph + geom_OTHERSTUFF().

It is useful to differentiate between graphs that use one and those that use two variables.

One variable graphs

Say we want to graphically represent the distribution of a categorical variable, like the position variable.

g1 <- ggplot(mydata, aes(x = position)) + 
  geom_bar()

This has produced the graph and it is stored in g1. You can see it by calling g1.

g1

This is very similar to the bar graph produced in the basic graph section. Let’s change the esthetics a little by adding a theme and a title.

g1 <- ggplot(mydata, aes(x = position)) + 
  geom_bar() + 
  theme_classic() +
  labs(x = "Player position", y = "Number of players", title ="Bar Chart for Player positions")
g1

If you wish to represent numerical data you have a few more options than a bar chart.

Let’s assume you want a histogram of the hruns variable, which indicates how many career home runs a player has.

g2 <- ggplot(mydata, aes(x = hruns)) + 
  geom_histogram() + 
  theme_classic() +
  labs(x = "Home Runs", y = "", title ="Career Home Runs")
g2
## `stat_bin()` using `bins = 30`. Pick better value with
## `binwidth`.

You get a good idea from this about the distribution of the home run variable. Instead of geom_histogram() you could use a smooth versio of the histogram, called geom_density(). Try for yourself what the option size = 1 inside the function call does by changing the value (remember you cannot break your computer).

g3 <- ggplot(mydata, aes(x = hruns)) + 
  geom_density(size = 1) + 
  theme_classic() +
  labs(x = "Home Runs", y = "", title ="Career Home Runs")
g3

And now you will learn one of the incredibly powerful modifications you can undertake with ggplot. In the initial function call, in the aesthetics (aes) settings we add colour = position. See what happens:

g4 <- ggplot(mydata, aes(x = hruns, color = position)) + 
  geom_density(size = 1) + 
  theme_classic() +
  labs(x = "Home Runs", y = "", title ="Career Home Runs")
g4

We now get different density plots by position. You can now easily see that Catchers, Shortstops and Second Base players have fewer home runs, they are the very specilist fielding positions.

This is pretty nice already, but we can do even better. Try and identify the what was added and play with the alpha parameter to see what it does.

g4 <- ggplot(mydata, aes(x = hruns, fill = position, colour = position)) + 
  geom_density(size = 1, alpha = 0.2) + 
  theme_classic() +
  labs(x = "Home Runs", y = "", title ="Career Home Runs")
g4

It is important to understand that a data analyst will rarely remember all of these commands. A crucial programming technique is searching the internet. You could, for instance, search for “r ggplot overlying density plots” and then you should find an example which produces a similar plot. You can then copy and paste the code and adjust it to your dataset.

Two variables graph

In this section you can learn how to produce graphs that visualise two variables.

Perhaps the most classic of such plots is a scatter diagram.

g5 <- ggplot(mydata, aes(x = hruns, y = salary)) + 
  geom_point() + 
  theme_classic() +
  labs(x = "Home Runs", y = "Salary", title ="Scatter plot")
g5

Here we can see that in general there is a positive relationship between the number of career home runs and the salary variables.

After we learned that the number of home runs differs significantly between positions (some positions job it is to get home runs, other positions have other specialisations), it is obvious that there is more to the data. Let’s see how we can use position information in this graph. We could add a colour differentiation

g7 <- ggplot(mydata, aes(x = hruns, y = salary, colour = position)) + 
  geom_point() + 
  theme_classic() +
  labs(x = "Home Runs", y = "Salary", title ="Scatter plot")
g7

But this is somewhat too messy to actually see anything here. Another way to do this is what is called facetting.

g8 <- ggplot(mydata, aes(x = hruns, y = salary)) + 
  geom_point() + 
  theme_classic() +
  facet_wrap(vars(position)) +
  labs(x = "Home Runs", y = "Salary", title ="Scatter plots")
g8

The addition of + facet_wrap(vars(position)) produced a scatter plot for each position separately. In this case this does not really help us a lot other than to see that outfielders are the players which score, on average, more home runs than other positions.

But faceting can be incredibly revealing. Look at this graph:

g9 <- ggplot(mydata, aes(x = position)) + 
  geom_bar() + 
  theme_classic() +
  facet_grid(vars(ethnicity)) +
  labs(title ="Bar graph of positions (conditional on ethnicity) ")
g9

This very clearly illustrates that, at the time, black players predominantly played in the outfield.

Other graphs

In the above you really only scratched the surface of what ggplot can do. Another very common type of graph is a time-series plot. The Basketball data do not have any time dimension such that there is no obvious use for a time-series plot. However, it will be constructed in a very similar way, just using the geom_line() option. Explore the possibilities in Hadley Wickham’s book.

Saving graphs

The following is a fairly straightforward way to save graphs as an image. You can then import that image into any software you wish, such as Microsoft Word. Let’s say you wish to include the graph we saved in g9 into another document.

ggsave("baseball.png", g9)
## Saving 7 x 5 in image

This will create “baseball.png” in your working directory from where you can load it to wherever you want to use it. Use the help function (?ggsave) in the console to find out what options you have. For instance you could, instead of the square image saved on this occasion, save a wide format picture.

ggsave("baseball_wide.png", width = 15, height = 9, g9)

This very useful function but only works for plots produced with ggplot. If you want to save any other plot you can produce that plot in the console. Then you will see it in the “Plots” window in RStudio, and from there you can save it using the “Export” button.

Summary

In this section you learned how to produce visual representations of data. These can be a very important tool when you communicate your work.