A Toolbox for Manipulating and Assessing Color Palettes for Statistical Graphics

Transcription

1 A Toolbox for Manipulating and Assessing Color Palettes for Statistical Graphics Achim Zeileis, Jason C. Fisher, Kurt Hornik, Ross Ihaka, Claire D. McWhite, Paul Murrell, Reto Stauffer, Claus O. Wilke

2 Color spaces Origin of the package: Convert colors between various three-dimensional representations of color. In particular: From the perceptually-based HCL (Hue-Chroma-Luminance) to standard Red-Green-Blue (srgb, and corresponding hex codes) space. polarluv (= HCL) LUV HSV white point gamma XYZ = D65 RGB (= 2.4) srgb hex polarlab LAB HLS 1/18

3 HCL vs. RGB HCL: Polar coordinates in CIELUV. Captures perceptual dimensions of the human visual system very well. Hue (Type of color) Chroma (Colorfulness) Luminance (Brightness) 2/18

4 HCL vs. RGB HCL: Polar coordinates in CIELUV. Captures perceptual dimensions of the human visual system very well. RGB: Motivated by how computers/tvs used to generate and still represent color. Hue (Type of color) Red Chroma (Colorfulness) Green Luminance (Brightness) Blue 2/18

5 HCL vs. RGB: The End of the Rainbow Red / Green / Blue RGB Spectrum Red Green Blue Chroma / Luminance Hue Chroma Luminance HCL Spectrum Hue 3/18

6 HCL vs. RGB: The End of the Rainbow Red / Green / Blue RGB Spectrum Red Green Blue Red / Green / Blue RGB Spectrum Red Green Blue Chroma / Luminance Hue Chroma Luminance HCL Spectrum Hue Chroma / Luminance Hue Chroma Luminance HCL Spectrum Hue 3/18

7 Color palettes: Somewhere over the Rainbow Qualitative (Set 2) Sequential (Blues 3) Diverging (Green Brown) Color Color Color Desaturated Desaturated Desaturated 4/18

8 Color palettes: Somewhere over the Rainbow Qualitative (Set 2) Sequential (Blues 3) Diverging (Green Brown) Color Color Color Desaturated Desaturated Desaturated Qualitative: For categorical information, i.e., where no particular ordering of categories is available. Function: qualitative_hcl(). 4/18

9 Color palettes: Somewhere over the Rainbow Qualitative (Set 2) Sequential (Blues 3) Diverging (Green Brown) Color Color Color Desaturated Desaturated Desaturated Qualitative: For categorical information, i.e., where no particular ordering of categories is available. Function: qualitative_hcl(). Sequential: For ordered/numeric information, i.e., where colors go from high to low (or vice versa). Function: sequential_hcl(). 4/18

10 Color palettes: Somewhere over the Rainbow Qualitative (Set 2) Sequential (Blues 3) Diverging (Green Brown) Color Color Color Desaturated Desaturated Desaturated Qualitative: For categorical information, i.e., where no particular ordering of categories is available. Function: qualitative_hcl(). Sequential: For ordered/numeric information, i.e., where colors go from high to low (or vice versa). Function: sequential_hcl(). Diverging: For ordered/numeric information around a central neutral value, i.e., where colors diverge from neutral to two extremes. Function: diverging_hcl(). 4/18

11 Color palettes: Somewhere over the Rainbow Sequential: Luminance contrast is crucial (dark to light or vice versa). Blues 2 Blues 3 Blues 5/18

12 Color palettes: Somewhere over the Rainbow Blues 2: Single hue. Decreasing chroma with increasing luminance. Blues 2 Blues 3 Blues Chroma / Luminance Hue Chroma Luminance HCL Spectrum Hue 5/18

13 Color palettes: Somewhere over the Rainbow Blues 3: Single hue. Triangular chroma to achieve higher luminance contrast. Blues 2 Blues 3 Blues Chroma / Luminance Hue Chroma Luminance HCL Spectrum Hue 5/18

14 Color palettes: Somewhere over the Rainbow Blues: Multi hue. Triangular chroma. High luminance contrast. Blues 2 Blues 3 Blues Chroma / Luminance Hue Chroma Luminance HCL Spectrum Hue 5/18

15 Color palettes: Somewhere over the Rainbow Diverging: Combine two sequential palettes with balanced chroma/luminance. Chroma / Luminance Hue Chroma Luminance HCL Spectrum Hue 6/18

16 Color palettes: Somewhere over the Rainbow Diverging: Combine two sequential palettes with balanced chroma/luminance. Chroma / Luminance Hue Chroma Luminance HCL Spectrum Hue Chroma / Luminance Hue Chroma Luminance HCL Spectrum Hue 6/18

17 Color palettes: Somewhere over the Rainbow R> hcl_palettes(plot = TRUE) Qualitative Greens 3 BluGrn YlOrBr Blue Red 2 Pastel 1 Oslo Teal OrRd Blue Red 3 Dark 2 Sequential (multi hue) TealGrn Oranges Red Green Dark 3 Purple Blue Emrld YlGn Purple Green Set 2 Red Purple BluYl YlGnBu Purple Brown Set 3 Red Blue ag_grnyl Reds Green Brown Warm Purple Orange Peach RdPu Blue Yellow 2 Cold Purple Yellow PinkYl PuRd Blue Yellow 3 Harmonic Blue Yellow Burg Purples Green Orange Dynamic Green Yellow BurgYl PuBuGn Cyan Magenta Sequential (single hue) Red Yellow RedOr PuBu Tropic Grays Heat OrYel Greens Broc Light Grays Heat 2 Purp BuGn Cork Blues 2 Terrain PurpOr GnBu Vik Blues 3 Terrain 2 Sunset BuPu Berlin Purples 2 Viridis Magenta Blues Lisbon Purples 3 Plasma SunsetDark Lajolla Tofino Reds 2 Inferno ag_sunset Turku Reds 3 Dark Mint BrwnYl Diverging Greens 2 Mint YlOrRd Blue Red 7/18

18 Statistical graphics Base: HCL palette functions return hex color vector. Typically passed to col = argument of base plotting functions. ggplot2: Scales of type scale_<aesthetic>_<datatype>_<colorscale>(). <aesthetic> is fill or color/colour. <datatype> is discrete or continuous. <colorscale> is qualitative, sequential, diverging, or divergingx. 8/18

19 Statistical graphics: Base R> q4 <- qualitative_hcl(4, palette = "Dark 3") R> plot(log(eustockmarkets), plot.type = "single", col = q4, lwd = 2) R> legend("topleft", colnames(eustockmarkets), col = q4, lwd = 3, bty = "n") log(eustockmarkets) DAX SMI CAC FTSE Time 9/18

20 Statistical graphics: ggplot2 R> library("ggplot2") R> ggplot(iris, aes(x = Sepal.Length, fill = Species)) + geom_density(alpha = 0.6) + + scale_fill_discrete_qualitative(palette = "Dark 3") 1.2 density 0.8 Species setosa versicolor virginica Sepal.Length 10/18

21 Visualization and assessment Visualizations: Based on vector of colors. swatchplot(): Color swatches. specplot(): Spectrum of HCL and/or RGB trajectories. hclplot(): Trajectories in 2-dimensional HCL space projections. demoplot(): Illustrations of typical (and simplified) statistical graphics. 11/18

22 Visualization and assessment Visualizations: Based on vector of colors. swatchplot(): Color swatches. specplot(): Spectrum of HCL and/or RGB trajectories. hclplot(): Trajectories in 2-dimensional HCL space projections. demoplot(): Illustrations of typical (and simplified) statistical graphics. Emulation: Color vision deficiency. deutan(): Deuteranopia (green deficient). protan(): Protanopia (red deficient). tritan(): Tritanopia (blue deficient). 11/18

23 Visualization and assessment: demoplot() R> cl <- sequential_hcl(5, palette = "Heat") R> demoplot(cl, type = "...") map heatmap scatter spine bar pie perspective mosaic lines 12/18

24 Approximations of other palettes ColorBrewer.org: YlGnBu Chroma / Luminance Hue Chroma Luminance HCL Spectrum Hue 13/18

25 Approximations of other palettes ColorBrewer.org: YlGnBu Viridis Chroma / Luminance Hue Chroma Luminance HCL Spectrum Hue Chroma / Luminance Hue Chroma Luminance HCL Spectrum Hue 13/18

26 Color apps Facilitate exploration: Graphical user interfaces as shiny apps. Palette constructor: choose_palette() or hclwizard() (also in tcltk). Color picker: choose_color() or hcl_color_picker(). Color vision deficiency emulator: cvd_emulator(). Online versions: 14/18

27 Color apps: choose_palette() / hclwizard() 15/18

28 Color apps: choose_color() / hcl_color_picker() 16/18

29 Color apps: cvd_emulator() 17/18

30 References Ihaka R, Murrell P, Hornik K, Fisher JC, Stauffer R, Wilke CO, McWhite CD, Zeileis A (2019). colorspace: A Toolbox for Manipulating and Assessing Colors and Palettes. Zeileis A, Hornik K, Murrell P (2009). Escaping RGBland: Selecting Colors for Statistical Graphics. Computational Statistics & Data Analysis, 53, doi: /j.csda Stauffer R, Mayr GJ, Dabernig M, Zeileis A (2015). Somewhere over the Rainbow: How to Make Effective Use of Colors in Meteorological Visualizations. Bulletin of the American Meteorological Society, 96(2), doi: /bams-d /18