Exploratory data visualization is perhaps the greatest strength of R. One can quickly go from idea to data to plot with a unique balance of flexibility and ease. For example, Excel may be easier than R for some plots, but it is nowhere near as flexible. D3.js may be more flexible and powerful than R, but it takes much longer to generate a plot.

Throughout the book, we will be creating plots using the ggplot2 package.

library(dplyr)
library(ggplot2)

You may have noticed that numerical data is often summarized with the average value. For example, the quality of a high school is sometimes summarized with one number: the average score on a standardized test. Occasionally, a second number is reported: the standard deviation. For example, you might read a report stating that scores were 680 plus or minus 50 (the standard deviation). The report has summarized an entire vector of scores with just two numbers. Is this appropriate? Is there any important piece of information that we are missing by only looking at this summary rather than the entire list?

Our first data visualization building block is learning to summarize lists of factors or numeric vectors. More often than not, the best way to share or explore this summary is through data visualization. The most basic statistical summary of a list of objects or numbers is its distribution. Once a vector has been summarized as a distribution, there are several data visualization techniques to effectively relay this information.

In this chapter, we first discuss properties of a variety of distributions and how to visualize distributions using a motivating example of student heights. We then discuss the ggplot2 geometries for these visualizations in Section 8.16.

In this chapter, we will demonstrate how relatively simple ggplot2 code can create insightful and aesthetically pleasing plots. As motivation we will create plots that help us better understand trends in world health and economics. We will implement what we learned in Chapters 7 and 8.16 and learn how to augment the code to perfect the plots. As we go through our case study, we will describe relevant general data visualization principles and learn concepts such as faceting, time series plots, transformations, and ridge plots.

We have already provided some rules to follow as we created plots for our examples. Here, we aim to provide some general principles we can use as a guide for effective data visualization. Much of this section is based on a talk by Karl Broman titled “Creating Effective Figures and Tables” and includes some of the figures which were made with code that Karl makes available on his GitHub repository, as well as class notes from Peter Aldhous’ Introduction to Data Visualization course. Following Karl’s approach, we show some examples of plot styles we should avoid, explain how to improve them, and use these as motivation for a list of principles. We compare and contrast plots that follow these principles to those that don’t.

The principles are mostly based on research related to how humans detect patterns and make visual comparisons. The preferred approaches are those that best fit the way our brains process visual information. When deciding on a visualization approach, it is also important to keep our goal in mind. We may be comparing a viewable number of quantities, describing distributions for categories or numeric values, comparing the data from two groups, or describing the relationship between two variables. As a final note, we want to emphasize that for a data scientist it is important to adapt and optimize graphs to the audience. For example, an exploratory plot made for ourselves will be different than a chart intended to communicate a finding to a general audience.

We will be using these libraries:

library(tidyverse)
library(dslabs)
library(gridExtra)