生成季节性图，但具有财政年度 start/end 日期
generate seasonal plot, but with fiscal year start/end dates
您好！有没有办法索引图表以在特定点开始和结束
（这可能是乱序的）?
我有从 10 月 1 日开始，到次年 9 月 31 日结束的数据。该系列重复了多年，我想建立一个每日季节性图表。挑战是X轴不是从低到高，它运行10-11-12-1-2-3-4-5-6-7-8-9.
问题一：
你能按月 10-11-12-1-2-3-4-5-6-7-8-9 排序指数吗？
同时，与 %m-%d 格式兼容，因为真正的问题在于
每日格式，但为了简洁起见，我只使用月份。
结果应该是这样的...抱歉我不得不使用 excel...
问题二：
能不能把图表中的连线去掉，还是1的解法，自然就搞定了
问题2？以下尝试中的示例。
问题三：
解决方案的最终格式是否允许采用移动平均线或其他
初始数据的突变？尝试 #2 中的 table 将允许按年取每个月的平均值。由于 7 月 17 日是 6 日，7 月 18 日是 12 日，我们将在图表中绘制 9，以此类推。
问题四：
有没有和XTS等价的解决这个问题的？
谢谢，谢谢，谢谢！
library(ggplot2)
library(plotly)
library(tidyr)
library(reshape2)
Date <- seq(as.Date("2016-10-1"), as.Date("2018-09-01"), by="month")
values <- c(2,3,4,3,4,5,6,4,5,6,7,8,9,10,8,9,10,11,12,13,11,12,13,14)
YearEnd <-c(2017,2017,2017,2017,2017,2017,2017,2017,2017,2017,2017,2017,
2018,2018,2018,2018,2018,2018,2018,2018,2018,2018,2018,2018)
df <- data.frame(Date,values,YearEnd)
## PLOT THE TIMESERIES
plot_ly(df, x = ~Date, y = ~values, type = "scatter", mode = "lines")
## PLOT THE DATA BY MONTH: attempt 1
df$Month <- format(df$Date, format="%m")
df2 <- df %>%
select(values, Month, YearEnd)
plot_ly(df2, x = ~Month, y = ~values, type = "scatter", mode = "lines",
connectgaps = FALSE)
## Plot starts on the 10th month, which is good, but the index is
## in standard order, not 10-11-12-1-2-3-4-5-6-7-8-9
## It also still connects the gaps, bad.
## CREATE A PIVOTTABLE: attempt 2
table <- spread(df2,YearEnd, values)
df3 <- melt(table , id.vars = 'Month', variable.name = 'series')
plot_ly(df3, x = ~Month, y = ~values, type = "scatter", mode = "lines",
connectgaps = FALSE)
## now the data are in the right order, but the index is still wrong
## I also do not understand how plotly is ordering it correctly, as 2
## is not the starting point in January.
您只需要为 factor
中的 Month 设置所需的 levels
library(magrittr)
library(tidyverse)
library(lubridate)
library(plotly)
Date <- seq(as.Date("2016-10-1"), as.Date("2018-09-01"), by = "month")
values <- c(2, 3, 4, 3, 4, 5, 6, 4, 5, 6, 7, 8, 9, 10, 8, 9, 10, 11, 12, 13, 11, 12, 13, 14)
YearEnd <- c(
2017, 2017, 2017, 2017, 2017, 2017, 2017, 2017, 2017, 2017, 2017, 2017,
2018, 2018, 2018, 2018, 2018, 2018, 2018, 2018, 2018, 2018, 2018, 2018
)
df <- data.frame(Date, values, YearEnd)
# to fiscal year order
df %<>%
mutate(
Month = month(Date),
YearEnd = factor(YearEnd)) %>%
mutate(Month = factor(Month,
levels = c(10:12, 1:9),
labels = c(month.abb[10:12], month.abb[1:9])))
df
#> Date values YearEnd Month
#> 1 2016-10-01 2 2017 Oct
#> 2 2016-11-01 3 2017 Nov
#> 3 2016-12-01 4 2017 Dec
#> 4 2017-01-01 3 2017 Jan
#> 5 2017-02-01 4 2017 Feb
#> 6 2017-03-01 5 2017 Mar
#> 7 2017-04-01 6 2017 Apr
#> 8 2017-05-01 4 2017 May
#> 9 2017-06-01 5 2017 Jun
#> 10 2017-07-01 6 2017 Jul
#> 11 2017-08-01 7 2017 Aug
#> 12 2017-09-01 8 2017 Sep
...
p1 <- ggplot(df, aes(
x = Month, y = values,
color = YearEnd,
group = YearEnd)) +
geom_line() +
theme_classic(base_size = 12)
ggplotly(p1)
编辑：根据 Julian day 绘制，我们使用与此
中的第三个类似的方法
# Generate random data
set.seed(2018)
date = seq(from = as.Date("2016-10-01"), to = as.Date("2018-09-30"),
by = "days")
values = c(rnorm(length(date)/2, 8, 1.5), rnorm(length(date)/2, 16, 2))
dat <- data.frame(date, values)
df <- dat %>%
tbl_df() %>%
mutate(jday = factor(yday(date)),
Month = month(date),
Year = year(date),
# only create label for the 1st day of the month
myLabel = case_when(day(date) == 1L ~ format(date, "%b-%d"),
TRUE ~ NA_character_)) %>%
# create fiscal year column
mutate(fcyear = case_when(Month > 9 ~ as.factor(Year + 1),
TRUE ~ as.factor(Year))) %>%
mutate(Month = factor(Month,
levels = c(10:12, 1:9),
labels = c(month.abb[10:12], month.abb[1:9])))
df
#> # A tibble: 730 x 7
#> date values jday Month Year myLabel fcyear
#> <date> <dbl> <fct> <fct> <dbl> <chr> <fct>
#> 1 2016-10-01 7.37 275 Oct 2016 Oct-01 2017
#> 2 2016-10-02 5.68 276 Oct 2016 <NA> 2017
#> 3 2016-10-03 7.90 277 Oct 2016 <NA> 2017
#> 4 2016-10-04 8.41 278 Oct 2016 <NA> 2017
#> 5 2016-10-05 10.6 279 Oct 2016 <NA> 2017
#> 6 2016-10-06 7.60 280 Oct 2016 <NA> 2017
#> 7 2016-10-07 11.1 281 Oct 2016 <NA> 2017
#> 8 2016-10-08 9.30 282 Oct 2016 <NA> 2017
#> 9 2016-10-09 7.08 283 Oct 2016 <NA> 2017
#> 10 2016-10-10 8.96 284 Oct 2016 <NA> 2017
#> # ... with 720 more rows
# Create a row number for plotting to make sure ggplot plot in
# the exact order of a fiscal year
df1 <- df %>%
group_by(fcyear) %>%
mutate(order = row_number()) %>%
ungroup()
df1
#> # A tibble: 730 x 8
#> date values jday Month Year myLabel fcyear order
#> <date> <dbl> <fct> <fct> <dbl> <chr> <fct> <int>
#> 1 2016-10-01 7.37 275 Oct 2016 Oct-01 2017 1
#> 2 2016-10-02 5.68 276 Oct 2016 <NA> 2017 2
#> 3 2016-10-03 7.90 277 Oct 2016 <NA> 2017 3
#> 4 2016-10-04 8.41 278 Oct 2016 <NA> 2017 4
#> 5 2016-10-05 10.6 279 Oct 2016 <NA> 2017 5
#> 6 2016-10-06 7.60 280 Oct 2016 <NA> 2017 6
#> 7 2016-10-07 11.1 281 Oct 2016 <NA> 2017 7
#> 8 2016-10-08 9.30 282 Oct 2016 <NA> 2017 8
#> 9 2016-10-09 7.08 283 Oct 2016 <NA> 2017 9
#> 10 2016-10-10 8.96 284 Oct 2016 <NA> 2017 10
#> # ... with 720 more rows
# plot with `order` as x-axis
p2 <- ggplot(df1,
aes(x = order, y = values,
color = fcyear,
group = fcyear)) +
geom_line() +
theme_classic(base_size = 12) +
xlab(NULL)
# now replace `order` label with `myLabel` created above
x_break <- df1$order[!is.na(df1$myLabel)][1:12]
x_label <- df1$myLabel[x_break]
x_label
#> [1] "Oct-01" "Nov-01" "Dec-01" "Jan-01" "Feb-01" "Mar-01" "Apr-01"
#> [8] "May-01" "Jun-01" "Jul-01" "Aug-01" "Sep-01"
p3 <- p2 +
scale_x_continuous(
breaks = x_break,
labels = x_label) +
theme(axis.text.x = element_text(angle = 90)) +
scale_color_brewer("Fiscal Year", palette = "Dark2") +
xlab(NULL)
p3
ggplotly(p3)
由 reprex package (v0.2.0.9000) 创建于 2018-09-09。
将此视为 Tung 出色回答的附录。在这里，我已经清楚地说明了如何使用参数 EndMonth 更改财务（或生产）年度的不同开始和结束月份的代码，这些月份因国家（和行业）而异。我还添加了年平均值，这似乎也是一个非常明显的事情（尽管在 OP 的要求之外）。
library(tidyverse)
library(lubridate)
## Generate random data
set.seed(2018)
date = seq(from = as.Date("2016-06-01"), to = as.Date("2016-06-01")+729,
by = "days") # about 2 years, but even number of days
values = c(rnorm(length(date)/2, 8, 1.5), rnorm(length(date)/2, 16, 2))
dat <- data.frame(date, values)
EndMonth <- 5 #i.e. if last month of financial year is May, use 5 for 5th month of calendar year
df <- dat %>%
tbl_df() %>%
mutate(jday = factor(yday(date)),
Month = month(date),
Year = year(date),
# only create label for the 1st day of the month
myLabel = case_when(day(date) == 1L ~ format(date, "%b%e"),
TRUE ~ NA_character_)) %>%
# create fiscal year column
mutate(fcyear = case_when(Month > EndMonth ~ as.factor(Year + 1),
TRUE ~ as.factor(Year))) %>%
mutate(Month = factor(Month,
levels = c((EndMonth+1):12, 1:(EndMonth)),
labels = c(month.abb[(EndMonth+1):12], month.abb[1:EndMonth])))
df
#make 2 (or n) year average
df_mean <- df %>%
group_by(jday) %>%
mutate(values = mean(values, na.rm=TRUE)) %>%
filter(fcyear %in% c("2017")) %>% #note hard code for first fcyear in dataset
mutate(fcyear = "Average")
#Add average to data frame
df <- bind_rows(df, df_mean)
# Create a row number for plotting to make sure ggplot plot in
# the exact order of a fiscal year
df1 <- df %>%
group_by(fcyear) %>%
mutate(order = row_number()) %>%
ungroup()
df1
# plot with `order` as x-axis
p2 <- ggplot(df1,
aes(x = order, y = values,
color = fcyear,
group = fcyear)) +
geom_line() +
theme_classic(base_size = 12) +
xlab(NULL)
p2
# now replace `order` label with `myLabel` created above
x_break <- df1$order[!is.na(df1$myLabel)][1:12]
x_label <- df1$myLabel[x_break]
x_label
p3 <- p2 +
scale_x_continuous(
breaks = x_break,
labels = x_label) +
theme(axis.text.x = element_text(angle = 90)) +
scale_color_brewer("Fiscal Year", palette = "Dark2") +
xlab(NULL)
p3
您好！有没有办法索引图表以在特定点开始和结束 （这可能是乱序的）?
我有从 10 月 1 日开始，到次年 9 月 31 日结束的数据。该系列重复了多年，我想建立一个每日季节性图表。挑战是X轴不是从低到高，它运行10-11-12-1-2-3-4-5-6-7-8-9.
问题一：
你能按月 10-11-12-1-2-3-4-5-6-7-8-9 排序指数吗？ 同时，与 %m-%d 格式兼容，因为真正的问题在于 每日格式，但为了简洁起见，我只使用月份。
结果应该是这样的...抱歉我不得不使用 excel...
问题二：
能不能把图表中的连线去掉，还是1的解法，自然就搞定了 问题2？以下尝试中的示例。
问题三：
解决方案的最终格式是否允许采用移动平均线或其他 初始数据的突变？尝试 #2 中的 table 将允许按年取每个月的平均值。由于 7 月 17 日是 6 日，7 月 18 日是 12 日，我们将在图表中绘制 9，以此类推。
问题四：
有没有和XTS等价的解决这个问题的？
谢谢，谢谢，谢谢！
library(ggplot2)
library(plotly)
library(tidyr)
library(reshape2)
Date <- seq(as.Date("2016-10-1"), as.Date("2018-09-01"), by="month")
values <- c(2,3,4,3,4,5,6,4,5,6,7,8,9,10,8,9,10,11,12,13,11,12,13,14)
YearEnd <-c(2017,2017,2017,2017,2017,2017,2017,2017,2017,2017,2017,2017,
2018,2018,2018,2018,2018,2018,2018,2018,2018,2018,2018,2018)
df <- data.frame(Date,values,YearEnd)
## PLOT THE TIMESERIES
plot_ly(df, x = ~Date, y = ~values, type = "scatter", mode = "lines")
## PLOT THE DATA BY MONTH: attempt 1
df$Month <- format(df$Date, format="%m")
df2 <- df %>%
select(values, Month, YearEnd)
plot_ly(df2, x = ~Month, y = ~values, type = "scatter", mode = "lines",
connectgaps = FALSE)
## Plot starts on the 10th month, which is good, but the index is
## in standard order, not 10-11-12-1-2-3-4-5-6-7-8-9
## It also still connects the gaps, bad.
## CREATE A PIVOTTABLE: attempt 2
table <- spread(df2,YearEnd, values)
df3 <- melt(table , id.vars = 'Month', variable.name = 'series')
plot_ly(df3, x = ~Month, y = ~values, type = "scatter", mode = "lines",
connectgaps = FALSE)
## now the data are in the right order, but the index is still wrong
## I also do not understand how plotly is ordering it correctly, as 2
## is not the starting point in January.
您只需要为 factor
Month 设置所需的 levels
library(magrittr)
library(tidyverse)
library(lubridate)
library(plotly)
Date <- seq(as.Date("2016-10-1"), as.Date("2018-09-01"), by = "month")
values <- c(2, 3, 4, 3, 4, 5, 6, 4, 5, 6, 7, 8, 9, 10, 8, 9, 10, 11, 12, 13, 11, 12, 13, 14)
YearEnd <- c(
2017, 2017, 2017, 2017, 2017, 2017, 2017, 2017, 2017, 2017, 2017, 2017,
2018, 2018, 2018, 2018, 2018, 2018, 2018, 2018, 2018, 2018, 2018, 2018
)
df <- data.frame(Date, values, YearEnd)
# to fiscal year order
df %<>%
mutate(
Month = month(Date),
YearEnd = factor(YearEnd)) %>%
mutate(Month = factor(Month,
levels = c(10:12, 1:9),
labels = c(month.abb[10:12], month.abb[1:9])))
df
#> Date values YearEnd Month
#> 1 2016-10-01 2 2017 Oct
#> 2 2016-11-01 3 2017 Nov
#> 3 2016-12-01 4 2017 Dec
#> 4 2017-01-01 3 2017 Jan
#> 5 2017-02-01 4 2017 Feb
#> 6 2017-03-01 5 2017 Mar
#> 7 2017-04-01 6 2017 Apr
#> 8 2017-05-01 4 2017 May
#> 9 2017-06-01 5 2017 Jun
#> 10 2017-07-01 6 2017 Jul
#> 11 2017-08-01 7 2017 Aug
#> 12 2017-09-01 8 2017 Sep
...
p1 <- ggplot(df, aes(
x = Month, y = values,
color = YearEnd,
group = YearEnd)) +
geom_line() +
theme_classic(base_size = 12)
ggplotly(p1)
编辑：根据 Julian day 绘制，我们使用与此
# Generate random data
set.seed(2018)
date = seq(from = as.Date("2016-10-01"), to = as.Date("2018-09-30"),
by = "days")
values = c(rnorm(length(date)/2, 8, 1.5), rnorm(length(date)/2, 16, 2))
dat <- data.frame(date, values)
df <- dat %>%
tbl_df() %>%
mutate(jday = factor(yday(date)),
Month = month(date),
Year = year(date),
# only create label for the 1st day of the month
myLabel = case_when(day(date) == 1L ~ format(date, "%b-%d"),
TRUE ~ NA_character_)) %>%
# create fiscal year column
mutate(fcyear = case_when(Month > 9 ~ as.factor(Year + 1),
TRUE ~ as.factor(Year))) %>%
mutate(Month = factor(Month,
levels = c(10:12, 1:9),
labels = c(month.abb[10:12], month.abb[1:9])))
df
#> # A tibble: 730 x 7
#> date values jday Month Year myLabel fcyear
#> <date> <dbl> <fct> <fct> <dbl> <chr> <fct>
#> 1 2016-10-01 7.37 275 Oct 2016 Oct-01 2017
#> 2 2016-10-02 5.68 276 Oct 2016 <NA> 2017
#> 3 2016-10-03 7.90 277 Oct 2016 <NA> 2017
#> 4 2016-10-04 8.41 278 Oct 2016 <NA> 2017
#> 5 2016-10-05 10.6 279 Oct 2016 <NA> 2017
#> 6 2016-10-06 7.60 280 Oct 2016 <NA> 2017
#> 7 2016-10-07 11.1 281 Oct 2016 <NA> 2017
#> 8 2016-10-08 9.30 282 Oct 2016 <NA> 2017
#> 9 2016-10-09 7.08 283 Oct 2016 <NA> 2017
#> 10 2016-10-10 8.96 284 Oct 2016 <NA> 2017
#> # ... with 720 more rows
# Create a row number for plotting to make sure ggplot plot in
# the exact order of a fiscal year
df1 <- df %>%
group_by(fcyear) %>%
mutate(order = row_number()) %>%
ungroup()
df1
#> # A tibble: 730 x 8
#> date values jday Month Year myLabel fcyear order
#> <date> <dbl> <fct> <fct> <dbl> <chr> <fct> <int>
#> 1 2016-10-01 7.37 275 Oct 2016 Oct-01 2017 1
#> 2 2016-10-02 5.68 276 Oct 2016 <NA> 2017 2
#> 3 2016-10-03 7.90 277 Oct 2016 <NA> 2017 3
#> 4 2016-10-04 8.41 278 Oct 2016 <NA> 2017 4
#> 5 2016-10-05 10.6 279 Oct 2016 <NA> 2017 5
#> 6 2016-10-06 7.60 280 Oct 2016 <NA> 2017 6
#> 7 2016-10-07 11.1 281 Oct 2016 <NA> 2017 7
#> 8 2016-10-08 9.30 282 Oct 2016 <NA> 2017 8
#> 9 2016-10-09 7.08 283 Oct 2016 <NA> 2017 9
#> 10 2016-10-10 8.96 284 Oct 2016 <NA> 2017 10
#> # ... with 720 more rows
# plot with `order` as x-axis
p2 <- ggplot(df1,
aes(x = order, y = values,
color = fcyear,
group = fcyear)) +
geom_line() +
theme_classic(base_size = 12) +
xlab(NULL)
# now replace `order` label with `myLabel` created above
x_break <- df1$order[!is.na(df1$myLabel)][1:12]
x_label <- df1$myLabel[x_break]
x_label
#> [1] "Oct-01" "Nov-01" "Dec-01" "Jan-01" "Feb-01" "Mar-01" "Apr-01"
#> [8] "May-01" "Jun-01" "Jul-01" "Aug-01" "Sep-01"
p3 <- p2 +
scale_x_continuous(
breaks = x_break,
labels = x_label) +
theme(axis.text.x = element_text(angle = 90)) +
scale_color_brewer("Fiscal Year", palette = "Dark2") +
xlab(NULL)
p3
ggplotly(p3)
由 reprex package (v0.2.0.9000) 创建于 2018-09-09。
将此视为 Tung 出色回答的附录。在这里，我已经清楚地说明了如何使用参数 EndMonth 更改财务（或生产）年度的不同开始和结束月份的代码，这些月份因国家（和行业）而异。我还添加了年平均值，这似乎也是一个非常明显的事情（尽管在 OP 的要求之外）。
library(tidyverse)
library(lubridate)
## Generate random data
set.seed(2018)
date = seq(from = as.Date("2016-06-01"), to = as.Date("2016-06-01")+729,
by = "days") # about 2 years, but even number of days
values = c(rnorm(length(date)/2, 8, 1.5), rnorm(length(date)/2, 16, 2))
dat <- data.frame(date, values)
EndMonth <- 5 #i.e. if last month of financial year is May, use 5 for 5th month of calendar year
df <- dat %>%
tbl_df() %>%
mutate(jday = factor(yday(date)),
Month = month(date),
Year = year(date),
# only create label for the 1st day of the month
myLabel = case_when(day(date) == 1L ~ format(date, "%b%e"),
TRUE ~ NA_character_)) %>%
# create fiscal year column
mutate(fcyear = case_when(Month > EndMonth ~ as.factor(Year + 1),
TRUE ~ as.factor(Year))) %>%
mutate(Month = factor(Month,
levels = c((EndMonth+1):12, 1:(EndMonth)),
labels = c(month.abb[(EndMonth+1):12], month.abb[1:EndMonth])))
df
#make 2 (or n) year average
df_mean <- df %>%
group_by(jday) %>%
mutate(values = mean(values, na.rm=TRUE)) %>%
filter(fcyear %in% c("2017")) %>% #note hard code for first fcyear in dataset
mutate(fcyear = "Average")
#Add average to data frame
df <- bind_rows(df, df_mean)
# Create a row number for plotting to make sure ggplot plot in
# the exact order of a fiscal year
df1 <- df %>%
group_by(fcyear) %>%
mutate(order = row_number()) %>%
ungroup()
df1
# plot with `order` as x-axis
p2 <- ggplot(df1,
aes(x = order, y = values,
color = fcyear,
group = fcyear)) +
geom_line() +
theme_classic(base_size = 12) +
xlab(NULL)
p2
# now replace `order` label with `myLabel` created above
x_break <- df1$order[!is.na(df1$myLabel)][1:12]
x_label <- df1$myLabel[x_break]
x_label
p3 <- p2 +
scale_x_continuous(
breaks = x_break,
labels = x_label) +
theme(axis.text.x = element_text(angle = 90)) +
scale_color_brewer("Fiscal Year", palette = "Dark2") +
xlab(NULL)
p3