easy geom recipes: compute_group

Author

Gina Reynolds, Morgan Brown

Published

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Using ggplot2 has been described as writing ‘graphical poems’. But we may feel at a loss for ‘words’ when functions we’d like to have don’t exist. The ggplot2 extension system allows us to build new ‘vocabulary’ for fluent expression.

An exciting extension mechanism is that of inheriting from existing, more primitive geom behavior after performing some calculation.

To get your feet wet in this world and give you a taste of patterns for geom extension, we provide three basic examples of the geoms_ that use primitive geoms (GeomPoint, GeomText, GeomSegment, etc) along with a practice exercise. With such geom_ (or stat_) functions, calculation is done under the hood by the ggplot2 system. You may only be familiar with the user-facing geom_point(), geom_text(), geom_segment() layer functions that use these more primitive objects under the hood, and that’s okay - this should give you enough intuition for using primitives.

With these geom_ functions, you can write new graphical poems with concise new ‘words’ you’ve designed yourself!

This tutorial is intended for individuals who already have a solid working knowledge of the syntax of ggplot2 but may like to build a richer layer vocabulary for themselves.

Overview

Our recipes take the form:

  • Step 0. Get the job done with ‘base’ ggplot2. It’s a good idea to clarify what needs to happen without getting into the extension architecture
  • Step 1.a Write a computation function. Wrap the necessary computation into a function that your target geom_*() function will perform. We focus on ‘compute_group’ computation only in this tutorial.
  • Step 1.b Test using prepped data
  • Step 2.a Define a Stat ggproto objects allow your extension to work together with base ggplot2 functions! You’ll use the computation function from step 1 to help define it.
  • Step 2.b Test Stat
  • Step 3.a Write user-facing function! You’re ready to write your function. You will incorporate the ggproto from Step 2 and also define which more primitive geom (point, text, segment etc) you want other behaviors to inherit from.
  • Step 3.b Test. Enjoy! Take your new geom for a spin! Check out group-wise computation behavior!

Below, you’ll see a completely worked example (example recipes A, B and C) and then a invitation to build a related target geom_*() (Tasks A, B, and C).


Example recipe #A: geom_point_xy_medians()

  • This will be a point at the median of x and y

Step 0: use base ggplot2 to get the job done

library(tidyverse)
library(palmerpenguins)
penguins <- remove_missing(penguins)


penguins_medians <- penguins %>% 
  summarize(bill_length_mm_median = median(bill_length_mm),
            bill_depth_mm_median = median(bill_depth_mm))

penguins %>% 
  ggplot() + 
  aes(x = bill_depth_mm) + 
  aes(y = bill_length_mm) + 
  geom_point() + 
  geom_point(data = penguins_medians, 
             color = "red", size = 4,
             aes(x = bill_depth_mm_median,
                 y = bill_length_mm_median))

Step 1a: write compute function

  • define computation that ggplot2 should do for you, before plotting
    • here it’s computing a variable with labels for each observation
  • test that functionality Step 1.b
# Step 1.a
compute_group_xy_medians <- function(data, scales){ #  scales is used internally in ggplot2
  data %>% 
    summarize(x = median(x),
            y = median(y))
}

Step 1b. Test compute

penguins |>
  select(x = bill_depth_mm,       # ggplot2 will work with 'aes' column names
         y = bill_length_mm) |>  # therefore select is required to used the compute function
  compute_group_xy_medians()
# A tibble: 1 × 2
      x     y
  <dbl> <dbl>
1  17.3  44.5

Step 2: define new Stat

Things to notice

  • what’s the naming convention for the proto object?
  • which aesthetics are required as inputs?
  • where does the function from above go?
StatXymedians <- ggplot2::ggproto(`_class` = "StatXymedians",
                                  `_inherit` = ggplot2::Stat,
                                  required_aes = c("x", "y"),
                                  compute_group = compute_group_xy_medians)

Step 2b. Test. Use the stat with long-form, layer() function.

Step 3a: define geom_* function

Things to notice

  • Where does our work up to this point enter in?
  • What more primitive geom will we inherit behavior from?
geom_point_xy_medians <- function(
  mapping = NULL, # global aesthetics will be used if NULL
  data = NULL, # global data will be used if NULL
  position = "identity", 
  na.rm = FALSE, 
  show.legend = NA,
  inherit.aes = TRUE, 
  ...   # many other arguments can be used specific to 
        # the Geom thats used in layer and to computation definition
  ) {
  
  ggplot2::layer(
    stat = StatXymedians, 
    geom = ggplot2::GeomPoint, 
    data = data, 
    mapping = mapping,
    position = position, 
    show.legend = show.legend, 
    inherit.aes = inherit.aes,
    params = list(na.rm = na.rm, ...)
  )
  
}

Step 3b: Test. Enjoy! Use your function

penguins |>
  ggplot() +
  aes(x = bill_depth_mm, y = bill_length_mm)+
  geom_point()+
  geom_point_xy_medians(color = "red", size = 7)

And check out conditionality!

penguins |>
  ggplot()+
  aes(x = bill_depth_mm, 
      y = bill_length_mm, 
      color = species)+
  geom_point()+
  geom_point_xy_medians(size = 7)

Task #A: create the function geom_point_xy_means()

Using recipe #1 as a reference, try to create the function geom_point_xy_means()

# step 0: use base ggplot2

# step 1: write your compute_group function - don't forget scales argument!

# step 2: write ggproto with compute_group as an input

# step 3: write your geom_*() function with ggproto as an input

# step 4: enjoy!

Example recipe # B: geom_label_id()


Step 0: use base ggplot2 to get the job done

cars |> 
  mutate(id_number = 1:n()) |> 
  ggplot() + 
  aes(x = speed, y = dist) + 
  geom_point() + 
  geom_label(aes(label = id_number), 
             hjust = 1.2)


Step 1a: write compute function

# you won't use the scales argument, but ggplot will later
compute_group_row_number <- function(data, scales){
  
  data |> 
    # add an additional column called label
    # the geom we inherit from requires the label aesthetic
    mutate(label = 1:n())
  
}

Step 1b test the computation function

cars |> 
  # input must have required aesthetic inputs as columns
  select(x = speed, y = dist) |> 
  compute_group_row_number() |> 
  head()
  x  y label
1 4  2     1
2 4 10     2
3 7  4     3
4 7 22     4
5 8 16     5
6 9 10     6

Step 2a: define new Stat

StatRownumber <- ggplot2::ggproto(`_class` = "StatRownumber",
                                  `_inherit` = ggplot2::Stat,
                                  required_aes = c("x", "y"),
                                  compute_group = compute_group_row_number)

Step 2b. Test Stat

cars |> 
  mutate(id_number = 1:n()) |> 
  ggplot() + 
  aes(x = speed, y = dist) + 
  geom_point() +
  layer(geom = "label", 
        stat = StatRownumber, 
        position = "identity")


Step 3a: define geom_* function

  • define the stat and geom for your layer
geom_label_row_number <- function(mapping = NULL, data = NULL,
                           position = "identity", na.rm = FALSE,
                           show.legend = NA,
                           inherit.aes = TRUE, ...) {
  ggplot2::layer(
    stat = StatRownumber, # proto object from Step 2
    geom = ggplot2::GeomLabel, # inherit other behavior
    data = data, 
    mapping = mapping,
    position = position, 
    show.legend = show.legend, 
    inherit.aes = inherit.aes,
    params = list(na.rm = na.rm, ...)
  )
}

Step 3b: Enjoy! Use your function

cars |> 
  ggplot() + 
  aes(x = speed, y = dist) + 
  geom_point() + 
  geom_label_row_number(hjust = 1,
                        vjust = 0) # function in action

And check out conditionality!

last_plot() + 
  aes(color = dist > 60) # Computation is within group


Task #B: create geom_text_coordinates()

Using recipe #2 as a reference, can you create the function geom_text_coordinates().

  • geom should label point with its coordinates ‘(x, y)’
  • geom should have behavior of geom_text (not geom_label)

Hint:

paste0("(", 1, ", ", 3.5, ")")
[1] "(1, 3.5)"
# step 0: use base ggplot2

# step 1: write your compute_group function (and test)

# step 2: write ggproto with compute_group as an input

# step 3: write your geom_*() function with ggproto as an input

# step 4: enjoy!


Example recipe #C: geom_point_lm_fitted()


Step 0: use base ggplot2 to get the job done

model <- lm(formula = bill_length_mm ~ bill_depth_mm, 
            data = penguins) 

penguins_w_fitted <- penguins |> 
  mutate(fitted = model$fitted.values)


penguins |> 
  ggplot() + 
  aes(x = bill_depth_mm, y = bill_length_mm) +
  geom_point() + 
  geom_smooth(method = "lm", se = F) + 
  geom_point(data = penguins_w_fitted,
             aes(y = fitted),
             color = "blue")

Step 1a: write compute function

compute_group_lm_fitted <- function(data, scales){
  model<-lm(formula= y ~ x, data = data)
  data |> 
    mutate(y = model$fitted.values)
}

Step 1b. test out the function

penguins |>
  # select to explicitly state the x and y inputs
  select(x = bill_depth_mm, y = bill_length_mm)|>
  compute_group_lm_fitted()
# A tibble: 333 × 2
       x     y
   <dbl> <dbl>
 1  18.7  43.0
 2  17.4  43.8
 3  18    43.5
 4  19.3  42.6
 5  20.6  41.8
 6  17.8  43.6
 7  19.6  42.4
 8  17.6  43.7
 9  21.2  41.4
10  21.1  41.5
# ℹ 323 more rows

Step 2a: define new Stat

StatLmFitted <-ggplot2::ggproto(`_class` = "StatLmFitted",
                               `_inherit` = ggplot2::Stat,
                               required_aes = c("x", "y"),
                               compute_group = compute_group_lm_fitted)
penguins |> 
  ggplot() + 
  aes(x = bill_depth_mm, y = bill_length_mm) +
  geom_point() + 
  layer(geom = GeomPoint,
        stat = StatLmFitted,
        position = "identity")

Step 3a: define geom_* function

geom_point_lm_fitted <- function(mapping = NULL, data = NULL,
                           position = "identity", na.rm = FALSE,
                           show.legend = NA,
                           inherit.aes = TRUE, ...) {
  ggplot2::layer(
    stat = StatLmFitted, # proto object from step 2
    geom = ggplot2::GeomPoint, # inherit other behavior
    data = data, 
    mapping = mapping,
    position = position, 
    show.legend = show.legend, 
    inherit.aes = inherit.aes,
    params = list(na.rm = na.rm, ...)
  )
}

Step 3b: Enjoy! Use your function

penguins |> 
  ggplot() + 
  aes(x = bill_depth_mm, y = bill_length_mm) +
  geom_point() + 
  geom_smooth(method="lm", se= F)+
  geom_point_lm_fitted(color="blue")

And check out conditionality

penguins |> 
  ggplot() + 
  aes(x = bill_depth_mm, y = bill_length_mm) +
  geom_point() + 
  geom_smooth(method="lm", se= F) +
  geom_point_lm_fitted() + 
  facet_wrap(facets = vars(species))


Task #C create geom_segment_lm_residuals()

Create the function geom_segment_lm_residuals().

Hint: consider what aesthetics are required for segments. We’ll give you Step 0 this time…

Step 0: use base ggplot2 to get the job done

# step 0: use base ggplot2
model <- lm(formula = bill_length_mm ~ bill_depth_mm, 
            data = penguins) 

penguins_w_fitted <- penguins |> 
  mutate(fitted = model$fitted.values)

penguins |> 
  ggplot() + 
  aes(x = bill_depth_mm, y = bill_length_mm) +
  geom_point() + 
  geom_smooth(method = "lm", se = F) + 
  geom_segment(data = penguins_w_fitted,
             aes(yend = fitted, xend = bill_depth_mm),
             color = "blue")

# step 1: write your compute_group function (and test)

# step 2: write ggproto with compute_group as an input

# step 3: write your geom_*() function with ggproto as an input

# step 4: enjoy!


Not interested in writing your own geoms?

Check out some ready-to-go geoms that might be of interest in the ggxmean package… or other extension packages.

Interested in working a bit more with geoms and making them available to more folks, but not interested in writing your own package?

Join in on the development and validation of the ggxmean package for statistical educators and everyday analysis!