4  Figures, tables and equations

In this chapter, you will
  • learn how to add figures, tables, equations and formulae to your quarto document

4.1 Figures made in R

Plots can be included with a chunk that makes a figure with either base plot or ggplot.

If you make the plot with ggplot, remember to print it.

```{r}
#| label: fig-histogram
#| fig-cap: "An embedded figure"
#| fig-alt: "A histogram of plant heights made with ggplot2"
#| message: false
#| warning: false
p <- ggplot(trait_height, aes(x = Value)) +
  geom_histogram(boundary = 0) +
  labs(x = "Height cm")
p # remember to print the plot
```

A histogram of plant heights made with ggplot2

Figure 4.1: An embedded figure
Figure labels

The label for the figure block must start with fig- for the figure to get a figure number and be possible to link to. See Chapter 6 on cross-referencing.

4.1.1 Figure code block options

There are several useful block options for figures, including:

  • fig-cap figure caption.
  • fig-alt alternate text to improve accessibility
  • fig-height figure height in inches (1 inch = 25.4 mm)
  • fig-width figure width in inches
Exercise

The figure of height against treatment is missing a caption. Use code block options to give it an appropriate caption and alt-text.

Many journals require figures to be a specific size so they fit with the journal layout. For PLOSone, figures that fit in one column can be up to 13.2 cm (5.2 inches) wide. Use code block options to ensure that the figure would fit.

R code in chunk options

Sometimes it is useful to have R code in the chunk options.

We can do this by putting !expr before the R code. For example, this chunk makes the figure caption include how many species there are in the dataset. It could be written with paste() but I prefer glue::glue() syntax - the code in the braces {} is evaluated and included in the sentence.

```{r}
#| label: fig-r-in-chunk-options
#| fig-cap: !expr glue::glue("Heights of the {nrow(trait_height)} plants measured")
#| fig-alt: "A density plot of plant heights made with ggplot2"
#| message: false
#| warning: false

p <- ggplot(trait_height, aes(x = Value, fill = Treatment)) +
  geom_density(bounds = c(0, Inf), alpha = 0.5) +
  labs(x = "Plant height cm", y = "Density")
p 
```

A density plot of plant heights made with ggplot2

Figure 4.2: Heights of the 422 plants measured
Setting default ggplot themes

When you make a ggplot figure, you can specify the theme you want to use. For example, to use theme_classic(), we could change the previous figure’s code to

p <- ggplot(trait_height, aes(x = Value, fill = Treatment)) +
  geom_density(bounds = c(0, Inf), alpha = 0.5) +
  labs(x = "Plant height cm", y = "Density") +
  theme_classic()
p 

To give all the figures in a document a consistent theme, you can set the default theme near the start of the document, perhaps in the code block where the package are loaded, with theme_set().

You can also set the default font size with the base_size argument to theme_classic(). Now we don’t need to add theme_classic() to every figure. You can learn more about themes here.

4.2 Embedding external images

In the visual editor, photographs and other figures that have been prepared outside of R can be included with the insert tool by typing “/” on a blank line and choosing “Figure/Image”. This will open an menu to get the path to the image and set the caption etc. Once you close the menu, you can set the figure size. This will generate a bit of markdown that looks like.

![Marine diatoms](Pics/Marine_diatoms_SEM2.jpg){fig-alt="SEM photograph of marine diatoms" width="491"}

SEM photograph of marine diatoms - from https://commons.wikimedia.org/wiki/File:Marine_diatoms_SEM2.jpg

Marine diatoms

Alternatively, you can use knitr::include_graphics() in a regular code block.

```{r}
#| label: fig-include-figure
#| out-width: "491px"
#| fig-cap: "An embedded figure of diatoms"
#| fig-alt: "An embedded figure of diatoms"
knitr::include_graphics("Pics/Marine_diatoms_SEM2.jpg")
```

An embedded figure of diatoms

Figure 4.3: An embedded figure of diatoms

Use the out-width and out-height chunk options to set the display size of the figure.

4.3 Tables

You can make tables in markdown by hand (the / insert tool helps a lot), but it often so much easier to use R.

Simple tables can be made with the function knitr::kable. Several packages, including kableExtra and gt can make beautiful tables.

The block label need to start with tbl- if the main caption and table number are to be shown.

4.3.1 kable

```{r kable}
#| label: tbl-kable
#| tbl-cap: Simple tables with `kable()`

trait_height_summary <- trait_height |> 
  group_by(Taxon) |> 
  summarise(mean = mean(Value), sd = sd(Value), n = n()) |> 
  filter(n > 10) 

  knitr::kable(trait_height_summary) # show first 5 rows
```
Table 4.1: Simple tables with kable()
Taxon mean sd n
bistorta vivipara 3.749351 1.813518 77
carex rupestris 3.713636 1.344228 22
cassiope tetragona 8.093750 2.450978 16
dryas octopetala 2.762222 1.540704 45
equisetum arvense 4.068421 4.706184 38
equisetum scirpoides 1.791667 1.454425 60
festuca rubra 7.042105 2.094256 19
poa arctica 7.867647 2.326360 34
salix polaris 2.041667 1.102590 72

4.3.2 gt

The gt package can make more elaborate tables than knitr::kable().

```{r}
#| label: tbl-gt
#| echo: fenced
#| tbl-cap: Tables with `gt()`
#| tbl-subcap: 
#|    - "Basic `gt()` table"
#|    - "`gt()` table with more features"
library(gt)
trait_height_summary |> 
  gt()

trait_height_summary|> 
  gt() |> 
  cols_label(mean = "Mean",           # Display column headers
             sd = "Standard deviation",
             n = "Number") |>
  fmt_number(columns = c(mean, sd)) |> 
  tab_spanner(label = "Height", columns = c(mean, sd))
```
(a)

Basic gt() table

Taxon mean sd n
bistorta vivipara 3.749351 1.813518 77
carex rupestris 3.713636 1.344228 22
cassiope tetragona 8.093750 2.450978 16
dryas octopetala 2.762222 1.540704 45
equisetum arvense 4.068421 4.706184 38
equisetum scirpoides 1.791667 1.454425 60
festuca rubra 7.042105 2.094256 19
poa arctica 7.867647 2.326360 34
salix polaris 2.041667 1.102590 72
(b)

gt() table with more features

Taxon Height Number
Mean Standard deviation
bistorta vivipara 3.75 1.81 77
carex rupestris 3.71 1.34 22
cassiope tetragona 8.09 2.45 16
dryas octopetala 2.76 1.54 45
equisetum arvense 4.07 4.71 38
equisetum scirpoides 1.79 1.45 60
festuca rubra 7.04 2.09 19
poa arctica 7.87 2.33 34
salix polaris 2.04 1.10 72

Table 4.2: Tables with gt()

Number of decimal places

When reporting real numbers (i.e. numbers that have a decimal part), you need to decide how many digits to display. Be careful not to show spurious precision. You can use round() to remove unwanted decimals, or gt::fmt_number() to clean up one or more columns in a table. To control the default number of decimals across the whole document, use options(digits = 2) in the first chunk.

Exercise

Write a code block to make a table showing the mean leaf thickness and its standard deviation for each treatment.

Hint

sd() for standard deviation

group_by() and summarise() then use any of the table making functions.

4.4 Equations

Equations are embedded in a pair of dollar symbols. RStudio will show a preview of the equation as you type it. Equations are written with LaTeX notation.

What How Output
Lower-case Greek letters $\sigma$ \(\sigma\)
Upper-Case Greek Letters $\Sigma$ \(\Sigma\)
Subscript $\beta_{0}$ \(\beta_{0}\)
Superscript $\chi^{2}$ \(\chi^{2}\)
Fractions $\frac{1}{2}$ \(\frac{1}{2}\)
Roots $\sqrt{4} = 2$ \(\sqrt{4} = 2\)


Here is an example of using an inline equation.

The $\delta^{13}C$ value ...

The \(\delta^{13}C\) value …

A double dollar enclosure gives the equation its own line. For example, this is the equation of a standard deviation that uses several different elements.

$$
SD = \sqrt{\frac{\sum_{i=1}^{n}{(x_i - \bar{x})^2}}{n-1}}
$$

\[ SD = \sqrt{\frac{\sum_{i=1}^{n}{(x_i - \bar{x})^2}}{n-1}} \]

When making a complex formula, build one element at a time, often starting in the middle, rather than trying to get it all working at once.

4.5 Chemistry

Equations are printed in an italic font, which is not great for chemical formulae. We can fix this with the \mathrm LaTeX command which forces roman typeface.

Sulphate $\mathrm{SO_4^{2-}}$

Sulphate \(\mathrm{SO_4^{2-}}\)

$$\mathrm{CO_3^{2-} + H^+ \rightleftharpoons HCO_3^{2-}}$$

\[\mathrm{CO_3^{2-} + H^+ \rightleftharpoons HCO_3^{2-}}\]