R/ms_stacked_y2.R

In nick-moffitt/y2artisan: Shortcuts for mschart and ggplot2

#### Bar Stacked ####
### Description
#' Create a groupedbar mschart object
#'
#' This function creates a mschart object automatically formatted for a stacked variable with an inherent order. It requires two lists called "text_settings_stacked" and "color_settings_stacked" by default that specify the colors desired for the chart.
#' @param data DEFAULT = frequencies; The name of the data frame that the mscharts pulls from.
#' @param x_var DEFAULT = 'group_var'; For a single stacked bar, use x_var = 'variable' or 'stat', really anything that will only have 1 level.
#' @param y_var DEFAULT = 'result'; When using the freqs function, will typically be result (is by default).
#' @param group_var DEFAULT = 'label'; When using the freqs function, will typically be label (is by default). All levels of the group_var must be present or the chart may break. To do this, save the variable as_factor() before running freqs. Also remember that label_text and label_color must exactly match all the levels of the group_var or the function will break.
#' @param axis_text_size DEFAULT = 14; Font size for variable levels and percentages.
#' @param axis_title_size DEFAULT = 18; Font size for axis_x_label and axis_y_label.
#' @param axis_x_text_color DEFAULT = 'black'; Set to 'transparent' for no text on single bars
#' @param axis_x_label,axis_y_label DEFAULT = ''; Title for the x_axis and y_axis
#' @param axis_x_display DEFAULT = TRUE
#' @param axis_y_display DEFAULT = FALSE; set axis_x_display to FALSE when it is a single stacked bar
#' @param axis_x_rotate,axis_y_rotate DEFAULT = 0; Rotation of axis text. Set to -45 for diagonal, giving more space for text.
#' @param axis_x_rotate_title,axis_y_rotate_title DEFAULT = 0, set y_axis rotation to 360 for horizontal text
#' @param axis_y_min DEFAULT = 0 to show full data without skewing perspective, but can be adjusted.
#' @param axis_y_max DEFAULT = 1 to allow percent totals to add to 100\%.
#' @param direction DEFAULT = 'horizontal'; Two options: "horizontal" (default) OR "vertical"
#' @param font_family DEFAULT = 'BentonSans Regular' (Qualtrics font). Sets the fonts for axis, legends, and titles. Label font is set within label_color and label_text lists. May specify fonts in quotes, e.g. "Times New Roman"
#' @param gap_width DEFAULT = 25, meaning the size of the space between bars is 25\% the size of the bar itself
#' @param grouping DEFAULT = 'percentStacked'; grouping for a stacked bar chart. must be one of "percentStacked", "clustered", "standard" or "stacked".
#' @param label_color DEFAULT = color_settings_stacked; A list of color settings for the levels within each stacked bar. This affects font size and color. Specified outside of the function. If a list of one, no need to specify values. Otherwise, they must exactly match the group_var levels. Example: color_settings_grouped <- list('Name of Group 1' = lime,'Name of Group 2' = brightblue)
#' @param label_show_percent DEFAULT = FALSE
#' @param label_show_values DEFAULT = TRUE; TRUE or FALSE. Show percent labels for each value.
#' @param label_text DEFAULT = text_settings_stacked; A list of text settings for the percent labels. This affects font size and color. Specified outside of the function. If a list of one, no need to specify values. Otherwise, they must exactly match the group_var levels. Example: text_settings_grouped <- list('Name of Group 1' = fp_text(font.size = 16, color = lime),'Name of Group 2' = fp_text(font.size = 16, color = brightblue))
#' @param legend_pos DEFAULT = 't' for top; Other legend positions are 'b', 'tr', 'l', 'r', and 'n' for none.
#' @param legend_text_size DEFAULT = 10
#' @param num_fmt DEFAULT = 'percent'; Can also be set to 'general' for non-percentages. Changes formatting for both the labels and axis
#' @param overlapping DEFAULT = 100
#' @param title_label DEFAULT = ''; Add your title in "" as the title of the chart.
#' @param title_size DEFAULT = 18
#' @keywords chart stacked
#' @export
#' @examples
#' frequencies <- tibble::tibble(
#'   label = rep(c('Promoter', 'Passive', 'Detractor'), 3),
#'   result = c(.33, .33, .34, .20, .30, .50, .25, .50, .25),
#'   value = rep(c(1, 2, 3), 3),
#'   group_var = c(rep('Group A', 3), rep('Group B', 3), rep('Group C', 3))
#' ) %>% orderlabel::order_label(
#'   group_var = group_var,
#'   stacked = 'ms'
#' )
#'
#' color_settings_stacked <- list(
#'   'Promoter' = 'green',
#'   'Passive' = 'yellow',
#'   'Detractor' = 'red'
#' )
#' text_settings_stacked <- list(
#'   'Promoter' = officer::fp_text(font.size = 16, font.family = 'Roboto', color = 'white'),
#'   'Passive' = officer::fp_text(font.size = 16, font.family = 'Roboto', color = 'black'),
#'   'Detractor' = officer::fp_text(font.size = 16, font.family = 'Roboto', color = 'white')
#' )
#'
#' chart <- ms_stacked_y2()
#' print(chart, preview = TRUE)

ms_stacked_y2 <- function(
  data = frequencies,
  x_var = 'group_var',
  y_var = 'result',
  group_var = 'label',
  axis_text_size = 14,
  axis_title_size = 18,
  axis_x_text_color = 'black',
  axis_x_display = TRUE,
  axis_x_label = '',
  axis_x_rotate = 0,
  axis_x_rotate_title = 0,
  axis_y_display = FALSE,
  axis_y_label = '',
  axis_y_min = 0,
  axis_y_max = 1,
  axis_y_rotate = 0,
  axis_y_rotate_title = 0,
  direction = c('horizontal', 'vertical'),
  font_family = 'BentonSans Regular',
  gap_width = 25,
  grouping = 'percentStacked',
  label_color = color_settings_stacked,
  label_show_percent = FALSE,
  label_show_values = TRUE,
  label_text = text_settings_stacked,
  legend_pos = c('t', 'n', 'b', 'tr', 'l', 'r'),
  legend_text_size = 10,
  num_fmt = c('percent', 'general'),
  overlapping = 100,
  title_label = '',
  title_size = 18
){

  ### Check for special symbols
  freqs_list <- split(data, seq(nrow(data))) # turn data frame into a list
  symbols_sum <- purrr::map_df(freqs_list, ~stringr::str_detect(.x, "<|&")) %>% # test if any cells contain special symbols
    dplyr::mutate_all(~as.numeric(.)) %>% # convert table into numerics
    sum(na.rm = TRUE) # sum all cells to count the number of special symbols
  if(symbols_sum > 0){
    stop('mschart objects cannot contain the special symbols "&" or "<". Please remove those symbols from your data frame')
  }

  ### Flags
  direction <- rlang::arg_match(direction)
  legend_pos <- rlang::arg_match(legend_pos)
  num_fmt <- rlang::arg_match(num_fmt)
  axis_num_fmt <- dplyr::case_when(
    num_fmt == 'percent' ~ '0%',
    num_fmt == 'general' ~ 'general'
  )
  label_num_fmt <- dplyr::case_when(
    num_fmt == 'percent' ~ '0%',
    num_fmt == 'general' ~ 'general'
  )

  ### Chart
  mschart::ms_barchart(
    data,
    x = x_var,
    y = y_var,
    group = group_var
  ) %>%
    mschart::chart_settings(
      dir = direction,
      grouping = grouping,
      overlap = overlapping,
      gap_width = gap_width
    ) %>%
    mschart::chart_data_labels(
      show_val = label_show_values,
      num_fmt = label_num_fmt,
      show_percent = label_show_percent
    ) %>%
    mschart::chart_labels_text(
      values = label_text
    ) %>%
    mschart::chart_data_fill(
      values = label_color
    ) %>%
    mschart::chart_data_stroke(
      values = label_color
    ) %>%
    mschart::chart_ax_y(
      num_fmt = axis_num_fmt,
      limit_min = axis_y_min,
      limit_max = axis_y_max
    ) %>%
    mschart::chart_ax_x(
      rotation = axis_x_rotate
    ) %>%
    mschart::chart_ax_y(
      rotation = axis_y_rotate
    ) %>%
    mschart::chart_labels(
      xlab = axis_x_label,
      ylab = axis_y_label,
      title = title_label
    ) %>%
    mschart::chart_theme(
      legend_position = legend_pos,
      main_title = fp_text(font.size = title_size, font.family = font_family),
      axis_text_x = fp_text(font.size = axis_text_size, color = axis_x_text_color, font.family = font_family),
      axis_text_y = fp_text(color = 'transparent'),
      axis_title_x = fp_text(font.size = axis_title_size, font.family = font_family),
      axis_title_y = fp_text(font.size = axis_title_size, font.family = font_family),
      legend_text = fp_text(font.size = legend_text_size, font.family = font_family),
      grid_major_line_x = fp_border(style = 'none'),
      grid_major_line_y = fp_border(style = 'none'),
      title_y_rot = axis_y_rotate_title,
      title_x_rot = axis_x_rotate_title
    )  %>%
    mschart::chart_ax_x(
      display = axis_x_display
    )  %>%
    mschart::chart_ax_y(
      display = axis_y_display
    )
}