Formatting Graph Axes
Graph axes have the power to manipulate the story of the data, and that is why formatting graph axis is an important skill in big data. When plotting relationship among variables of interest, one of the useful ways to create visual impact and clarity is by way of formatting the x and y axis.
Different axis features that can be manipulated include:
- Axis titles (always set them to be readable! Rarely do you want whatever the variable name is in your statistics package)
- Axis scale (linear scale, logarithmic scale, reversed scale, etc.)
- Axis marks and labels (do you get a tick at 1, 2, 3, 4, and 5, or just 1, 3, and 5? Are the numeric values percentages? Numbers? In thousands or millions?)
- Axis limits (the range of x and y to show)
Keep in Mind
- Visual appeal of your newly formatted graph. Who is the audience? What do you want them to notice? For example, for most common audiences you would want to avoid labeling your axes with scientific notation, as most people don’t understand it.
- Caution: Use an appropriate scale when formatting your x and $y$ axis: You can manipulate data to say what you want it to, but using a more transparent approach is better practice.
- Changing the limits of the graph axes might make changes seem more or less dramatic. This comes up often in the debate of whether the y-axis on a line graph should always start from 0. If, for example, test scores dropped from 100 to 95, that change looks enormous if the y-axis goes from 94 to 100, with a change the size of the whole graph but looks pretty modest if the y-axis goes from 0 to 100 with a change the size of 5% of the graph.
- It is important to know the basic plotting techniques such as Line Graphs and Scatterplots
Let’s walk through an example in R to learn how to manipulate intervals on graph axes. The dataset used in this article example will be the
diamonds dataset since it comes with the package ggplot2: you can follow along with this brief tutorial at home. This data reports prices of over 50,000 round cut diamonds.
Let’s begin with a graph plotting price and clarity of a diamond, and seeing what it gives us as a default axis. We plot histogram in ggplot2 by using the
ggplot() function with the
diamonds dataset, and adding
geom_density() to plot a histogram. Aesthetic mappings describe how variables in the data are mapped to visual properties(aesthetics) of geoms.
diamonds %>% ggplot() + geom_histogram(binwidth=500, aes(x=price))
Now let’s manipulate the four main elements of the axis: titles, scale, marks and ticks, value labels, and limits.
Axis titles can be changed using the
labs() command. This works not only for the x and y axes, but also any other aesthetic that has a legend. (You can also set the title, subtitle, and caption in
labs() - those aren’t axes but a lot of people don’t know you can use
labs() for this! Who needs
ggtitle?). We’ll switch to
geom_density() here so we can add, and then label, a
diamonds %>% ggplot() + geom_density(aes(x=price, color = cut)) + labs(x = 'Price', y = 'Density', color = 'Diamond Cut')
The scale and limits of the axes can be set using one of the
scale_x_log10(), for example, will use a logarithmic scale for the x-axis. There are a lot of different
scale_ functions for different combinations of axis (including axes like color and shape, not just x and y) and scale type. You can use the
limits argument inside of a
scale_ function to determine the limits of the axis. The limits can be outside the range of the data, “zooming out” on the graph, or inside the range of the data, cutting some of the data out of the graph. Note that using
scale_ will remove all data outside the limits. If you want to retain that data but just zoom the window in, instead look at the
ylim arguments of
coord_cartesian(). Note you can also use the
position argument of
scale_y_ functions to move the axes themselves, perhaps putting the x-axis line at the
"top" for example.
diamonds %>% ggplot() + geom_density(aes(x=price, color = cut)) + labs(x = 'Price (Log Scale)', y = 'Density', color = 'Diamond Cut') + scale_x_log10(limits = c(1, 5000)) # I use 1 instead of 0 here because log(0) is undefined
Note how (1) the x-axis is now on a logarithmic scale, (2) the density numbers are different - density has been recalculated after dropping data outside the range, we haven’t just “zoomed in”, and (3) the graph begins and ends at our specified limits.
scale_ functions can also be used to label the values on the axes and specify how many tick marks there are. The
breaks option lets you specify how many (or which) values get markers on the axis. The
labels option lets you give it a function (or vector of values) that it uses to turn value labels in the data to printed labels on the graph. The scales package has a lot of good functions for use here in formatting numbers for print, like
percent(). These arguments canbe very useful in avoiding scientific notation, which ggplot2 tends to default to in a lot of cases.
labels is also handy for labeling discrete values. In this example
scale_color_discrete is being used to relabel the categories in the legend, but this would also work if the
cut variable were on the x-axis with
diamonds %>% ggplot() + geom_density(aes(x=price, color = cut)) + labs(x = 'Price (Log Scale)', y = 'Density', color = 'Diamond Cut') + scale_x_log10(limits = c(1, 5000), breaks = c(100, 1000, 3000), labels = scales::dollar) + scale_color_discrete(labels = c('Fair' = 'Worst', 'Good' = 'Okay', 'Very Good' = 'Nice', 'Premium' = 'Better', 'Ideal' = 'Oh Dang'))
Note that if you don’t like the scales function defaults, you can use an unnamed function. For example,
labels = function(x) scales::dollar(x, accuracy = 1) (or
labels = \(x) scales::dollar(x, accuracy = 1) in R 4.1) would get rid of those cents after the decimal place.
Finally, we can manipulate the look of the axes and ticks using the
theme() function. The
axis.ticks.y to just change one of them) option takes an
element_line() argument, in which you can set options like size, color, and so on. You can also change the
axis.line.y) options to change the look of the actual axis lines. There are also
axis.title options for changing how the text looks with
Now, let’s manipulate the size of the ticks on the x axis. Let’s make them really wide for effect, and also really long. Let’s choose “12 point unit” long length ticks for dramatic effect.
diamonds %>% ggplot()+ geom_histogram(binwidth=500, aes(x=price)) + theme(axis.ticks.x = element_line(size = 5), axis.ticks.length = unit(12, "pt"))