Reinventing the wheel for ordination biplots with ggplot2

I’ll be the first to admit that the topic of plotting ordination results using ggplot2 has been visited many times over. As is my typical fashion, I started creating a package for this purpose without completely searching for existing solutions. Specifically, the ggbiplot and factoextra packages already provide almost complete coverage of plotting results from multivariate and ordination analyses in R. Being the stubborn individual, I couldn’t give up on my own package so I started exploring ways to improve some of the functionality of biplot methods in these existing packages. For example, ggbiplot and factoextra work almost exclusively with results from principal components analysis, whereas numerous other multivariate analyses can be visualized using the biplot approach. I started to write methods to create biplots for some of the more common ordination techniques, in addition to all of the functions I could find in R that conduct PCA. This exercise became very boring very quickly so I stopped adding methods after the first eight or so. That being said, I present this blog as a sinking ship that was doomed from the beginning, but I’m also hopeful that these functions can be built on by others more ambitious than myself.

The process of adding methods to a default biplot function in ggplot was pretty simple and not the least bit interesting. The default ggpord biplot function (see here) is very similar to the default biplot function from the stats base package. Only two inputs are used, the first being a two column matrix of the observation scores for each axis in the biplot and the second being a two column matrix of the variable scores for each axis. Adding S3 methods to the generic function required extracting the relevant elements from each model object and then passing them to the default function. Easy as pie but boring as hell.

I’ll repeat myself again. This package adds nothing new to the functionality already provided by ggbiplot and factoextra. However, I like to think that I contributed at least a little bit by adding more methods to the biplot function. On top of that, I’m also naively hopeful that others will be inspired to fork my package and add methods. Here you can view the raw code for the ggord default function and all methods added to that function. Adding more methods is straightforward, but I personally don’t have any interest in doing this myself. So who wants to help??

Visit the package repo here or install the package as follows.

library(devtools)
install_github('fawda123/ggord')
library(ggord)

Available methods and examples for each are shown below. These plots can also be reproduced from the examples in the ggord help file.

##  [1] ggord.acm      ggord.ca       ggord.coa      ggord.default 
##  [5] ggord.lda      ggord.mca      ggord.MCA      ggord.metaMDS 
##  [9] ggord.pca      ggord.PCA      ggord.prcomp   ggord.princomp
# principal components analysis with the iris data set
# prcomp
ord <- prcomp(iris[, 1:4])

p <- ggord(ord, iris$Species)
p

p + scale_colour_manual('Species', values = c('purple', 'orange', 'blue'))

p + theme_classic()

p + theme(legend.position = 'top')

p + scale_x_continuous(limits = c(-2, 2))

# principal components analysis with the iris dataset
# princomp
ord <- princomp(iris[, 1:4])

ggord(ord, iris$Species)

# principal components analysis with the iris dataset
# PCA
library(FactoMineR)

ord <- PCA(iris[, 1:4], graph = FALSE)

ggord(ord, iris$Species)

# principal components analysis with the iris dataset
# dudi.pca
library(ade4)

ord <- dudi.pca(iris[, 1:4], scannf = FALSE, nf = 4)

ggord(ord, iris$Species)

# multiple correspondence analysis with the tea dataset
# MCA
data(tea)
tea <- tea[, c('Tea', 'sugar', 'price', 'age_Q', 'sex')]

ord <- MCA(tea[, -1], graph = FALSE)

ggord(ord, tea$Tea)

# multiple correspondence analysis with the tea dataset
# mca
library(MASS)

ord <- mca(tea[, -1])

ggord(ord, tea$Tea)

# multiple correspondence analysis with the tea dataset
# acm
ord <- dudi.acm(tea[, -1], scannf = FALSE)

ggord(ord, tea$Tea)

# nonmetric multidimensional scaling with the iris dataset
# metaMDS
library(vegan)
ord <- metaMDS(iris[, 1:4])

ggord(ord, iris$Species)

# linear discriminant analysis
# example from lda in MASS package
ord <- lda(Species ~ ., iris, prior = rep(1, 3)/3)

ggord(ord, iris$Species)

# correspondence analysis
# dudi.coa
ord <- dudi.coa(iris[, 1:4], scannf = FALSE, nf = 4)

ggord(ord, iris$Species)

# correspondence analysis
# ca
library(ca)
ord <- ca(iris[, 1:4])

ggord(ord, iris$Species)

Cheers,

Marcus

SWMPr 2.0.0 now on CRAN

I’m pleased to announce that my second R package, SWMPr, has been posted on CRAN. I developed this package to work with water quality time series data from the System Wide Monitoring Program (SWMP) of the National Estuarine Research Reserve System (NERRS). SWMP was established in 1995 to provide continuous environmental data at over 300 fixed stations in 28 estuaries of the United States (more info here). SWMP data are collected with the general objective of describing dynamics of estuarine ecosystems to better inform coastal management. However, simple tools for processing and evaluating the increasing quantity of data provided by the monitoring network have complicated broad-scale comparisons between systems and, in some cases, simple trend analysis of water quality parameters at individual sites. The SWMPr package was developed to address common challenges of working with SWMP data by providing functions to retrieve, organize, and analyze environmental time series data.

The development version of this package lives on GitHub. It can be installed from CRAN and loaded in R as follows:

install.packages('SWMPr')
library(SWMPr)

SWMP data are maintained online by the Centralized Data Management Office (CDMO). Time series data describing water quality, nutrient, or weather observations can be downloaded for any of the 28 estuaries. Several functions are provided by the SWMPr package that allow import of data from CDMO into R, either through direct download through the existing web services or by local (import_local) or remote (import_remote) sources. Imported data are loaded as swmpr objects with several attributes following standard S3 object methods. The remaining functions in the package are used to organize and analyze the data using a mix of standard methods for time series and more specific approaches developed for SWMP. This blog concludes with a brief summary of the available functions, organized by category. As always, be sure to consult the help documentation for more detailed information.

I’ve also created two shiny applications to illustrate the functionality provided by the package. The first shiny app evaluates trends in SWMP data within and between sites using an interactive map. Trends between reserves can be viewed using the map, whereas trends at individual sites can be viewed by clicking on a map location. The data presented on the map were imported and processed using the import_local, qaqc, and aggregate functions. The second app provides graphical summaries of water quality, weather, or nutrient data at individual stations using the plot_summary function. Data were also processed with the import_local, qaqc, and aggregate functions.

SWMP trends map (click to access):

swmp_comp

SWMP summary map (click to access):

swmp_summary

SWMPr functions

Below is a brief description of each function in the SWMPr package. I’m currently working on a manuscript to describe use of the package in much greater detail. For now, please visit our website that introduced version 1.0.0 of the SWMPr package (check the modules tab).

Retrieve

all_params Retrieve up to 100 records starting with the most recent at a given station, all parameters. Wrapper to exportAllParamsXMLNew function on web services.
all_params_dtrng Retrieve records of all parameters within a given date range for a station. Optional argument for a single parameter. Maximum of 1000 records. Wrapper to exportAllParamsDateRangeXMLNew.
import_local Import files from a local path. The files must be in a specific format, specifically those returned from the CDMO using the zip downloads option for a reserve.
import_remote Import SWMP site data from a remote independent server. These files have been downloaded from CDMO, processed using functions in this package, and uploaded to an Amazon server for quicker import into R.
single_param Retrieve up to 100 records for a single parameter starting with the most recent at a given station. Wrapper to exportSingleParamXMLNew function on web services.

Organize

comb.swmpr Combines swmpr objects to a common time series using setstep, such as combining the weather, nutrients, and water quality data for a single station. Only different data types can be combined.
qaqc.swmpr Remove QAQC columns and remove data based on QAQC flag values for a swmpr object. Only applies if QAQC columns are present.
qaqcchk.swmpr View a summary of the number of observations in a swmpr object that are assigned to different QAQC flags used by CDMO. The output is used to inform further processing but is not used explicitly.
rem_reps.swmpr Remove replicate nutrient data that occur on the same day. The default is to average replicates.
setstep.swmpr Format data from a swmpr object to a continuous time series at a given timestep. The function is used in comb.swmpr and can also be used with individual stations.
subset.swmpr Subset by dates and/or columns for a swmpr object. This is a method passed to the generic `subset’ function provided in the base package.

Analyze

aggreswmp.swmpr Aggregate swmpr objects for different time periods – years, quarters, months, weeks, days, or hours. Aggregation function is user-supplied but defaults to mean.
aggremetab.swmpr Aggregate metabolism data from a swmpr object. This is primarily used within plot_metab but may be useful for simple summaries of raw daily data.
ecometab.swmpr Estimate ecosystem metabolism for a combined water quality and weather dataset using the open-water method.
decomp.swmpr Decompose a swmpr time series into trend, seasonal, and residual components. This is a simple wrapper to decompose. Decomposition of monthly or daily trends is possible.
decomp_cj.swmpr Decompose a swmpr time series into grandmean, annual, seasonal, and events components. This is a simple wrapper to decompTs in the wq package. Only monthly decomposition is possible.
hist.swmpr Plot a histogram for a swmpr object.
lines.swmpr Add lines to an existing swmpr plot.
na.approx.swmpr Linearly interpolate missing data (NA values) in a swmpr object. The maximum gap size that is interpolated is defined as a maximum number of records with missing data.
plot.swmpr Plot a univariate time series for a swmpr object. The parameter name must be specified.
plot_metab Plot ecosystem metabolism estimates after running ecometab on a swmpr object.
plot_summary Create summary plots of seasonal/annual trends and anomalies for a water quality or weather parameter.
smoother.swmpr Smooth swmpr objects with a moving window average. Window size and sides can be specified, passed to filter.

Miscellaneous

calcKL Estimate the reaeration coefficient for air-sea gas exchange. This is only used within the ecometab function.
map_reserve Create a map of all stations in a reserve using the ggmap package.
metab_day Identify the metabolic day for each approximate 24 period in an hourly time series. This is only used within the ecometab function.
param_names Returns column names as a list for the parameter type(s) (nutrients, weather, or water quality). Includes QAQC columns with ‘f_’ prefix. Used internally in other functions.
parser Parses html returned from CDMO web services, used internally in retrieval functions.
site_codes Metadata for all stations, wrapper to exportStationCodesXMLNew function on web services.
site_codes_ind Metadata for all stations at a single site, wrapper to NERRFilterStationCodesXMLNew function on web services.
swmpr Creates object of swmpr class, used internally in retrieval functions.
time_vec Converts time vectors to POSIX objects with correct time zone for a site/station, used internally in retrieval functions.

Cheers,

Marcus

NeuralNetTools 1.0.0 now on CRAN

After successfully navigating the perilous path of CRAN submission, I’m pleased to announce that NeuralNetTools is now available!  From the description file, the package provides visualization and analysis tools to aid in the interpretation of neural networks, including functions for plotting, variable importance, and sensitivity analyses. I’ve written at length about each of these functions (see here, here, and here), so I’ll only provide an overview in this post. Most of these functions have remained unchanged since I initially described them, with one important change for the Garson function. Rather than reporting variable importance as -1 to 1 for each variable, I’ve returned to the original method that reports importance as 0 to 1. I was getting inconsistent results after toying around with some additional examples and decided the original method was a safer approach for the package. The modified version can still be installed from my GitHub gist. The development version of the package is also available on GitHub. Please use the development page to report issues.

The package is fairly small but I think the functions that have been included can help immensely in evaluating neural network results. The main functions include:

  • plotnet: Plot a neural interpretation diagram for a neural network object, original blog post here
    # install, load package
    install.packages(NeuralNetTools)
    library(NeuralNetTools)
    
    # create model
    library(neuralnet)
    AND <- c(rep(0, 7), 1)
    OR <- c(0, rep(1, 7))
    binary_data <- data.frame(expand.grid(c(0, 1), c(0, 1), c(0, 1)), AND, OR)
    mod <- neuralnet(AND + OR ~ Var1 + Var2 + Var3, binary_data,
                     hidden = c(6, 12, 8), rep = 10, err.fct = 'ce', linear.output = FALSE)
    
    # plotnet
    par(mar = numeric(4), family = 'serif')
    plotnet(mod, alpha = 0.6)
    

    Fig: Using the plotnet function.
  • garson: Relative importance of input variables in neural networks using Garson’s algorithm, original blog post here
    # create model
    library(RSNNS)
    data(neuraldat)
    x <- neuraldat[, c('X1', 'X2', 'X3')]
    y <- neuraldat[, 'Y1']
    mod <- mlp(x, y, size = 5)
    
    # garson
    garson(mod, 'Y1')
    

    Fig: Using the garson function.
  • lekprofile: Conduct a sensitivity analysis of model responses in a neural network to input variables using Lek’s profile method, original blog post here
    # create model
    library(nnet)
    data(neuraldat)
    mod <- nnet(Y1 ~ X1 + X2 + X3, data = neuraldat, size = 5)
    
    # lekprofile
    lekprofile(mod)
    

    Fig: Using the lekprofile function.

A few other functions are available that are helpers to the main functions. See the documentation for a full list.

All the functions have S3 methods for most of the neural network classes available in R, making them quite flexible. This includes methods for nnet models from the nnet package, mlp models from the RSNNS package, nn models from the neuralnet package, and train models from the caret package. The functions also have methods for numeric vectors if the user prefers inputting raw weight vectors for each function, as for neural network models created outside of R.

Huge thanks to Hadley Wickham for his packages that have helped immensely with this process, namely devtools and roxygen2. I also relied extensively on his new web book for package development. Any feedback regarding NeuralNetTools or its further development is appreciated!

Cheers,

Marcus

Back to square one – R and RStudio installation

I remember my first experience installing R. Basic installation can be humbling for someone not familiar with mirror networks or file binaries. I remember not knowing the difference between base and contrib… which one to select? The concept of CRAN and mirrors was also new to me. Which location do I choose and are they all the same? What the hell is a tar ball?? Simple challenges like these can be discouraging to first-time users that have never experienced the world of open-source software. Although these challenges seem silly now, they were very real at the time. Additionally, help documentation is not readily accessible for the novice. This month I decided to step back and present a simple guide to installing R and RStudio. Surprisingly, a quick Google search was unable to locate comparable guides. I realize that most people don’t have any problem installing R, but I can remember a time when step-by-step installation instructions would have been very appreciated. Also, I made this guide for a workshop and I’m presenting it here so I don’t have to create a different blog post for this month… I am lazy. Files for creating the guide are available here.

ggplot2 redux.

Cheers,

Marcus

Some love for ggplot2

With all the recent buzz about ggvis (this, this, and this) it’s often easy to forget all that ggplot2 offers as a graphics package. True, ggplot is a static approach to graphing unlike ggvis but it has fundamentally changed the way we think about plots in R. I recently spent some time thinking about some of the more useful features of ggplot2 to answer the question ‘what is offered by ggplot2 that one can’t do with the base graphics functions?’ First-time users of ggplot2 are often confused by the syntax, yet it is precisely this syntax built on the philosophy of the grammar of graphics that makes ggplot2 so powerful. Adding content layers to mapped objects are central to this idea, which allows linking of map aesthetics through a logical framework. Additionally, several packages have been developed around this philosophy to extend the functionality of ggplot2 in alternative applications (e.g., ggmap, GGally, ggthemes).

I recently gave a presentation to describe some of my favorite features of ggplot2 and other packages building on its core concepts. I describe the use of facets for multi-panel plots, default and custom themes, ggmap for spatial mapping with ggplot2, and GGally for generalized pairs plots. Although this is certainly a subjective and incomplete list, my workflows have become much more efficient (and enjoyable) by using these tools. Below is a link to the presentation. Note that this will not load using internet explorer and you may have to reload if using Chrome to get the complete slide deck. This is my first time hosting a Slidify presentation on RPubs, so please bear with me. The presentation materials are also available at Github.

ggplot2 redux.

What are some of your favorite features of ggplot2??

Cheers,

Marcus

Average dissertation and thesis length, take two

About a year ago I wrote a post describing average length of dissertations at the University of Minnesota. I've been meaning to expand that post by adding data from masters theses since the methods for gathering/parsing the records are transferable. This post provides some graphics and links to R code for evaluating dissertation (doctorate) and thesis (masters) data from an online database at the University of Minnesota. In addition to describing data from masters theses, I've collected the most recent data on dissertations to provide an update on my previous post. I've avoided presenting the R code for brevity, but I invite interested readers to have a look at my Github repository where all source code and data are stored. Also, please, please, please note that I've since tried to explain that dissertation length is a pretty pointless metric of quality (also noted here), so interpret the data only in the context that they’re potentially descriptive of the nature of each major.

Feel free to fork/clone the repository to recreate the plots. The parsed data for theses and dissertations are saved as .RData files, 'thes_parse.RData' and 'diss_parse.RData', respectively. Plots were created in 'thes_plot.r' and 'diss_plot.r'. The plots comparing the two were created in 'all_plo.r'. To briefly summarize, the dissertation data includes 3037 records from 2006 to present. This differs from my previous blog by including all majors with at least five records, in addition to the most current data. The masters thesis data contains 930 records from 2009 to present. You can get an idea of the relative page ranges for each by taking a look at the plots. I've truncated all plots to maximum page ranges of 500 and 250 for the dissertation and thesis data, as only a handful of records exceeded these values. I'm not sure if these extremes are actually real data or entered in error, and to be honest, I'm too lazy to verify them myself. Just be cautious that there are some errors in the data and all plots are for informational purposes only, as they say…

-Marcus

Fig: Number of doctoral dissertations in the database by major.


Fig: Number of masters theses in the database by major.


Fig: Summary of page lengths of doctoral dissertations by major, sorted and color-coded by median. Boxes represent the median, 25th and 75th percentiles, 1.5 times the interquartile range as whiskers, and outliers beyond the whiskers. Number of records for each major are in parentheses.


Fig: Summary of page lengths of masters theses by major, sorted and color-coded by median. Boxes represent the median, 25th and 75th percentiles, 1.5 times the interquartile range as whiskers, and outliers beyond the whiskers. Number of records for each major are in parentheses.


Fig: Distributions of page lengths for all records separated as dissertations or theses.


Fig: Comparison of dissertation and thesis page lengths for majors having both degree programs in the database. Boxes represent the median, 25th and 75th percentiles, 1.5 times the interquartile range as whiskers, and outliers beyond the whiskers.


A simple workflow for using R with Microsoft Office products

The challenge of integrating Microsoft products with R software has been an outstanding issue for several years. Reasons for these issues are complicated and related to fundamental differences in developing proprietary vs open-source products. To date, I don’t believe there has been a satisfactory solution but I present this blog as my attempt to work around at least some of the issues using the two. As a regular contributor to R-bloggers, I stress that one should use MS products as little as possible given the many issues that have been described (for example, here, here, and here). It’s not my intent to pick on Microsoft. In fact, I think Excel is a rather nifty program that has its place in specific situations. However, most of my work is not conducive to the point-and-click style of spreadsheet analysis and the surprising limited number of operations available in Excel prevent all but the simplest analyses. I try my best to keep my work within the confines of RStudio, given its integration with multiple document preparation systems.

I work with several talented researchers that have different philosophies than my own on the use of Microsoft products. It’s inevitable that we’re occasionally at odds. Our difficulties go both directions — my insistence on using pdfs for creating reports or manuscripts and the other party’s inclination towards the spreadsheet style of analysis. It seems silly that we’re limited by the types of medium we prefer. I’ve recently been interested in developing a workflow that addresses some of the issues of using end-products from different sources under the notion of reproducibility. To this end, I used Pandoc and relevant R packages (namely gdata and knitr) to develop a stand-alone workflow that allows integration of Microsoft products with my existing workflows. The idea is simple. I want to import data sent to me in .xlsx format, conduct the analysis and report generation entirely within RStudio, and convert the output to .docx format on completion. This workflow allows all tasks to be completed within RStudio, provided the supporting documents, software, and packages work correctly.

Of course, I don’t propose this workflow as a solution to all issues related to Office products and R. I present this material as a conceptual and functional design that could be used by others with similar ideas. I’m quite happy with this workflow for my personal needs, although I’m sure it could be improved upon. I describe this workflow using the pdf below and provide all supporting files on Github: https://github.com/fawda123/pan_flow.

\documentclass[xcolor=svgnames]{beamer}
\usetheme{Boadilla}
\usecolortheme[named=SeaGreen]{structure}
\usepackage{graphicx}
\usepackage{breqn}
\usepackage{xcolor}
\usepackage{booktabs}
\usepackage{verbatim}
\usepackage{tikz}
\usetikzlibrary{shadows,arrows,positioning}
\definecolor{links}{HTML}{2A1B81}
\hypersetup{colorlinks,linkcolor=links,urlcolor=links}
\usepackage{pgfpages}

\tikzstyle{block} = [rectangle, draw, text width=9em, text centered, rounded corners, minimum height=3em, minimum width=7em, top color = white, bottom color=brown!30,  drop shadow]

\newcommand{\ShowSexpr}[1]{\texttt{{\char`\\}Sexpr\{#1\}}}

\begin{document}

\title[R with Microsoft]{A simple workflow for using R with Microsoft products}
\author[M. Beck]{Marcus W. Beck}

\institute[USEPA NHEERL]{USEPA NHEERL Gulf Ecology Division, Gulf Breeze, FL\\
Email: \href{mailto:beck.marcus@epa.gov}{beck.marcus@epa.gov}, Phone: 850 934 2480}

\date{May 21, 2014}

%%%%%%
\begin{frame}
\vspace{-0.3in}
\titlepage
\end{frame}

%%%%%%
\begin{frame}{The problem...}
\begin{itemize}
\item R is great and has an increasing user base\\~\\
\item RStudio is integrated with multiple document preparation systems \\~\\
\item Output documents are not in a format that facilitates collaboration with 
non R users, e.g., pdf, html \\~\\
\item Data coming to you may be in a proprietary format, e.g., xls spreadsheet
\end{itemize}
\end{frame}

%%%%%%
\begin{frame}{The solution?}
\begin{itemize}
\item Solution one - Make liberal use of `projects' within RStudio \\~\\
\item Solution two - Use \texttt{gdata} package to import excel data \\~\\
\item Solution three - Get pandoc to convert document formats - \href{http://johnmacfarlane.net/pandoc/}{http://johnmacfarlane.net/pandoc/} \\~\\
\end{itemize}
\onslide<2->
\large
\centerline{\textit{Not recommended for simple tasks unless you really, really love R}}
\end{frame}

%%%%%
\begin{frame}{An example workflow}
\begin{itemize}
\item I will present a workflow for integrating Microsoft products within RStudio as an approach to working with non R users \\~\\
\item Idea is to never leave the RStudio environment - dynamic documents! \\~\\
\item General workflow... \\~\\
\end{itemize}
\small
\begin{center}
\begin{tikzpicture}[node distance=2.5cm, auto, >=stealth]
  \onslide<2->{
	\node[block] (a) {1. Install necessary software and packages};}
	\onslide<3->{
	\node[block] (b)  [right of=a, node distance=4.2cm] {2. Create project in RStudio};
 	\draw[->] (a) -- (b);}
 	\onslide<4->{
 	\node[block] (c)  [right of=b, node distance=4.2cm]  {3. Setup supporting docs/functions};
 	\draw[->] (b) -- (c);}
   \onslide<5->{
   \node[block] (d)  [below of=a, node distance=2.5cm]  {4. Import with \texttt{gdata}, summarize};
 	\draw[->] (c) -- (d);}
   \onslide<6->{
   \node[block] (e)  [right of=d, node distance=4.2cm]  {5. Create HTML document using knitr Markdown};
 	\draw[->] (d) -- (e);}
     \onslide<7->{
   \node[block] (f)  [right of=e, node distance=4.2cm]  {6. Convert HTML doc to Word with Pandoc};
   \draw[->] (e) -- (f);}
\end{tikzpicture}
\end{center}
\end{frame}

%%%%%%
\begin{frame}[shrink]{The example}
You are sent an Excel file of data to summarize and report but you love R and want to do everything in RStudio...
<<echo = F, results = 'asis', message = F>>=
library(gdata)
library(xtable)

prl_pth <- 'C:/strawberry/perl/bin/perl.exe'
url <- 'https://beckmw.files.wordpress.com/2014/05/my_data.xlsx'
dat <- read.xls(xls = url, sheet = 'Sheet1', perl = prl_pth)
out.tab <- xtable(dat, digits=4)
print.xtable(out.tab, type = 'latex', include.rownames = F, 
  size = 'scriptsize')
@
\end{frame}

%%%%%%
\begin{frame}{Step 1}
Install necessary software and Packages \\~\\
\onslide<1->
\begin{itemize}
\onslide<2->
\item R and RStudio (can do with other R editors)\\~\\
\item Microsoft Office\\~\\
\onslide<3->
\item Strawberry Perl for using \texttt{gdata} package\\~\\
\item Pandoc\\~\\
\onslide<4->
\item Packages: \texttt{gdata}, \texttt{knitr}, \texttt{utils}, \texttt{xtable}, others as needed...
\end{itemize}
\end{frame}

%%%%%%
\begin{frame}{Step 2}
Create a project in RStudio \\~\\
\begin{itemize}
\item Create a folder or use existing on local machine \\~\\
\item Add .Rprofile file to the folder for custom startup \\~\\
\item Move all data you are working with to the folder \\~\\
\item Literally create project in RStudio \\~\\
\item Set options within RStudio \\~\\
\end{itemize}
\end{frame}

%%%%%%
\begin{frame}[fragile]{Step 3}
Setup supporting docs/functions, i.e., .Rprofile, functions, report, master
\scriptsize
\begin{block}{.Rprofile}
<<echo = T, eval = F, results = 'markup'>>=
# library path
.libPaths('C:\\Users\\mbeck\\R\\library')

# startup message
cat('My project...\n')

# packages to use
library(utils) # for system commands
library(knitr) # for markdown
library(gdata) # for import xls
library(reshape2) # data format conversion
library(xtable) # easy tables
library(ggplot2) # plotting

# perl path for gdata
prl_pth <- 'C:/strawberry/perl/bin/perl.exe'

# functions to use
source('my_funcs.r')
@
\end{block}
\end{frame}

%%%%%%
\begin{frame}[t, fragile]{Step 3}
Setup supporting docs/functions, i.e., .Rprofile, functions, report, master
\scriptsize
\begin{block}{my\_funcs.r}
<<echo = T, eval = F, results = 'markup'>>=
######
# functions for creating report,
# created May 2014, M. Beck

######
# processes data for creating output in report,
# 'dat_in' is input data as data frame,
# output is data frame with converted variables
proc_fun<-function(dat_in){
  
  # convert temp to C
  dat_in$Temperature <- round((dat_in$Temperature - 32) * 5/9)
  
  #  convert data to long format
  dat_in <- melt(dat_in, measure.vars = c('Restoration', 'Reference'))
  
  return(dat_in)
  
}

######
# creates linear model for data,
# 'proc_dat' is processed data returned from 'proc_fun',
# output is linear model object
mod_fun <- function(proc_in) lm(value ~ variable + Year, dat = proc_in)
@
\end{block}
\end{frame}

%%%%%%
\begin{frame}[fragile,shrink]{Step 3}
Setup supporting docs/functions, i.e., .Rprofile, functions, report, master
\scriptsize
\begin{block}{report.Rmd}
\begin{verbatim}
======================
Here's a report I made for `r gsub('/|.xlsx','',name)`
----------------------

```{r echo=F, include=F}  
# import data
url <- paste0('https://beckmw.files.wordpress.com/2014/05', name)
dat <- read.xls(xls = url, sheet = 'Sheet1', perl = prl_pth)

# process data for tables/figs
dat <- proc_fun(dat)

# model of data
mod <- mod_fun(dat)
```

### Model summary
```{r results='asis', echo=F}
print.xtable(xtable(mod, digits = 2), type = 'html')
```

### Figure of restoration and reference by year
```{r reg_fig, echo = F, fig.width = 5, fig.height = 3, dpi=200}
ggplot(dat, aes(x = Year, y = value, colour = variable)) + 
  geom_point() +
  stat_smooth(method = 'lm')
```
\end{verbatim}
\end{block}
\end{frame}

%%%%%%
\begin{frame}[t, fragile]{Step 3}
Setup supporting docs/functions, i.e., .Rprofile, functions, report, master
\scriptsize
\begin{block}{master.r}
<<echo = T, eval = F, results = 'markup'>>=
# file to process
name <- '/my_data.xlsx'

# rmd to html
knit2html('report.Rmd')

# pandoc conversion of html to word doc
system(paste0('pandoc -o report.docx report.html'))
@
\end{block}
\end{frame}

%%%%%%
\begin{frame}[fragile]{Steps 4 - 6}
\small
After creating supporting documents in Project directory, final steps are completed by running `master.r'
\begin{itemize}
\item Step 4 - xls file imported using \texttt{gdata} package, implemented in `report.Rmd'
\item Step 5 - HTML document created by converting `report.Rmd' with \texttt{knit2html} in `master.r'
\item Step 6 - HTML document converted to Word with Pandoc by invoking system command
\end{itemize}
\begin{block}{master.r}
<<echo = T, eval = F, results = 'markup'>>=
# file to process
name <- '/my_data.xlsx'

# rmd to html
knit2html('report.Rmd')

# pandoc conversion of html to word doc
system(paste0('pandoc -o report.docx report.html'))
@
\end{block}
\end{frame}


\end{document}

To use the workflow, start a new version control project through Git in RStudio, pull the files from the repository, and run the master file. An excellent introduction for using RStudio with Github can be found here. I’ve also included two excel files that can be used to generate the reports. You can try using each one by changing the name variable in the master file and then running the commands:

name <- 'my_data.xlsx'
knit2html('report.Rmd')
system(paste0('pandoc -o report.docx report.html'))

or…

name <- 'my_data_2.xlsx'
knit2html('report.Rmd')
system(paste0('pandoc -o report.docx report.html'))

The output .docx file should be different depending on which Excel file you use as input. As the pdf describes, none of this will work if you don’t have the required software/packages, i.e., R/RStudio, Strawberry Perl, Pandoc, MS Office, knitr, gdata, etc. You’ll also need Git installed if you are pulling the files for local use (again, see here). I’d be interested to hear if anyone finds this useful or any general comments on improvements/suggestions for the workflow.

Cheers,

Marcus