67  JavaScript based plotting libraries

This section uses this add-on package:

using PlotlyLight

To avoid a dependence on the CalculusWithJulia package, we load two utility packages:

using PlotUtils
using SplitApplyCombine

Julia has different interfaces to a few JavaScript plotting libraries, notably the vega and vega-lite through the VegaLite.jl package, and plotly through several interfaces: Plots.jl, PlotlyJS.jl, and PlotlyLight.jl. These all make web-based graphics, for display through a web browser.

The Plots.jl interface is a backend for the familiar Plots package, making the calling syntax familiar, as is used throughout these notes. The plotly() command, from Plots, switches to this backend.

The PlotlyJS.jl interface offers direct translation from Julia structures to the underlying JSON structures needed by plotly, and has mechanisms to call back into Julia from JavaScript. This allows complicated interfaces to be produced.

Here we discuss PlotlyLight which conveniently provides the translation from Julia structures to the JSON structures needed in a light-weight package, which plots quickly, without the delays due to compilation of the more complicated interfaces. Minor modifications would be needed to adjust the examples to work with PlotlyJS or PlotlyBase. The documentation for the JavaScript library provides numerous examples which can easily be translated. The one-page-reference gives specific details, and is quoted from below, at times.

This discussion covers the basic of graphing for calculus purposes. It does not cover, for example, the faceting common in statistical usages, or the chart types common in business and statistics uses. The plotly library is much more extensive than what is reviewed below.

67.1 Julia dictionaries to JSON

PlotlyLight uses the JavaScript interface for the plotly libraries. Unlike more developed interfaces, like the one for Python, PlotlyLight only manages the translation from Julia structures to JavaScript structures and the display of the results.

The key to translation is the mapping for Julia’s dictionaries to the nested JSON structures needed by the JavaScript library.

For example, an introductory example for a scatter plot includes this JSON structure:

var trace1 = {
  x: [1, 2, 3, 4],
  y: [10, 15, 13, 17],
  mode: 'markers',
  type: 'scatter'
};

The {} create a list, the [] an Array (or vector, as it does with Julia), the name: are keys. The above is simply translated via:

Config(x = [1,2,3,4],
       y = [10, 15, 13, 17],
       mode = "markers",
       type = "scatter"
       )
Config with 4 entries:
  :x    => [1, 2, 3, 4]
  :y    => [10, 15, 13, 17]
  :mode => "markers"
  :type => "scatter"

The Config constructor (from the EasyConfig package loaded with PlotlyLight) is an interface for a dictionary whose keys are symbols, which are produced by the named arguments passed to Config. By nesting Config statements, nested JavaScript structures can be built up. As well, these can be built on the fly using . notation, as in:

cfg = Config()
cfg.key1.key2.key3 = "value"
cfg
Config with 1 entry:
  :key1 => Config(:key2=>Config(:key3=>"value"))

To produce a figure with PlotlyLight then is fairly straightforward: data and, optionally, a layout are created using Config, then passed along to the Plot command producing a Plot object which has display methods defined for it. This will be illustrated through the examples.

67.2 Scatter plot

A basic scatter plot of points \((x,y)\) is created as follows:

xs = 1:5
ys = rand(5)
data = Config(x = xs,
              y = ys,
              type="scatter",
              mode="markers"
              )
Plot(data)

The symbols x and y (and later z) specify the data to plotly. Here the mode is specified to show markers.

The type key specifies the chart or trace type. The mode specification sets the drawing mode for the trace. Above it is “markers”. It can be any combination of “lines”, “markers”, or “text” joined with a “+” if more than one is desired.

67.3 Line plot

A line plot is very similar, save for a different mode specification:

xs = 1:5
ys = rand(5)
data = Config(x = xs,
              y = ys,
              type="scatter",
              mode="lines"
              )
Plot(data)

The difference is solely the specification of the mode value, for a line plot it is “lines,” for a scatter plot it is “markers” The mode “lines+markers” will plot both. The default for the “scatter” types is to use “lines+markers” for small data sets, and “lines” for others, so for this example, mode could be left off.

67.3.1 Nothing

The line graph plays connect-the-dots with the points specified by paired x and y values. Typically, when x value is NaN that “dot” (or point) is skipped. However, NaN doesn’t pass through the JSON conversion – nothing can be used.

data = Config(
    x=[0,1,nothing,3,4,5],
    y = [0,1,2,3,4,5],
    type="scatter", mode="markers+lines")
Plot(data)

67.4 Multiple plots

More than one graph or layer can appear on a plot. The data argument can be a vector of Config values, each describing a plot. For example, here we make a scatter plot and a line plot:

data = [Config(x = 1:5,
               y = rand(5),
               type = "scatter",
               mode = "markers",
               name = "scatter plot"),
        Config(x = 1:5,
               y = rand(5),
               type = "scatter",
               mode = "lines",
               name = "line plot")
        ]
Plot(data)

The name argument adjusts the name in the legend referencing the plot. This is produced by default.

67.4.1 Adding a layer

In PlotlyLight, the Plot object has a field data for storing a vector of configurations, as above. After a plot is made, this field can have values pushed onto it and the corresponding layers will be rendered when the plot is redisplayed.

For example, here we plot the graphs of both the \(\sin(x)\) and \(\cos(x)\) over \([0,2\pi]\). We used the utility PlotUtils.adapted_grid to select the points to use for the graph.

a, b = 0, 2pi

xs, ys = PlotUtils.adapted_grid(sin, (a,b))
p = Plot(Config(x=xs, y=ys, name="sin"))

xs, ys = PlotUtils.adapted_grid(cos, (a,b))
push!(p.data, Config(x=xs, y=ys, name="cos"))

p   # to display the plot

The values for a and b are used to generate the \(x\)- and \(y\)-values. These can also be gathered from the existing plot object. Here is one way, where for each trace with an x key, the extrema are consulted to update a list of left and right ranges.

xs, ys = PlotUtils.adapted_grid(x -> x^5 - x - 1, (0, 2))  # answer is (0,2)
p = Plot([Config(x=xs, y=ys, name="Polynomial"),
         Config(x=xs, y=0 .* ys, name="x-axis", mode="lines", line=Config(width=5))]
         )
ds = filter(d -> !isnothing(get(d, :x, nothing)), p.data)
a=reduce(min, [minimum(d.x) for d  ds]; init=Inf)
b=reduce(max, [maximum(d.x) for d  ds]; init=-Inf)
(a, b)
(0.0, 2.0)

67.5 Interactivity

JavaScript allows interaction with a plot as it is presented within a browser. (Not the Julia process which produced the data or the plot. For that interaction, PlotlyJS may be used.) The basic default features are:

  • The data producing a graphic are displayed on hover using flags.
  • The legend may be clicked to toggle whether the corresponding graph is displayed.
  • The viewing region can be narrowed using the mouse for selection.
  • The toolbar has several features for panning and zooming, as well as adjusting the information shown on hover.

Later we will see that \(3\)-dimensional surfaces can be rotated interactively.

67.6 Plot attributes

Attributes of the markers and lines may be adjusted when the data configuration is specified. A selection is shown below. Consult the reference for the extensive list.

67.6.1 Marker attributes

A marker’s attributes can be adjusted by values passed to the marker key. Labels for each marker can be assigned through a text key and adding text to the mode key. For example:

data = Config(x = 1:5,
              y = rand(5),
              mode="markers+text",
              type="scatter",
              name="scatter plot",
              text = ["marker $i" for i in 1:5],
              textposition = "top center",
              marker = Config(size=12, color=:blue)
              )
Plot(data)

The text mode specification is necessary to have text be displayed on the chart, and not just appear on hover. The size and color attributes are recycled; they can be specified using a vector for per-marker styling. Here the symbol :blue is used to specify a color, which could also be a name, such as "blue".

RGB Colors

The ColorTypes package is the standard Julia package providing an RGB type (among others) for specifying red-green-blue colors. To make this work with Config and JSON3 requires some type-piracy (modifying Base.string for the RGB type) to get, say, RGB(0.5, 0.5, 0.5) to output as "rgb(0.5, 0.5, 0.5)". (RGB values in JavaScript are integers between \(0\) and \(255\) or floating point values between \(0\) and \(1\).) A string with this content can be specified. Otherwise, something like the following can be used to avoid the type piracy:

struct rgb
    r
    g
    b
end
PlotlyLight.JSON3.StructTypes.StructType(::Type{rgb}) = PlotlyLight.JSON3.StructTypes.StringType()
Base.string(x::rgb) = "rgb($(x.r), $(x.g), $(x.b))"

With these defined, red-green-blue values can be used for colors. For example to give a range of colors, we might have:

cols = [rgb(i,i,i) for i in range(10, 245, length=5)]
sizes = [12, 16, 20, 24, 28]
data = Config(x = 1:5,
              y = rand(5),
              mode="markers+text",
              type="scatter",
              name="scatter plot",
              text = ["marker $i" for i in 1:5],
              textposition = "top center",
              marker = Config(size=sizes, color=cols)
              )
Plot(data)

The opacity key can be used to control the transparency, with a value between \(0\) and \(1\).

Marker symbols

The marker_symbol key can be used to set a marker shape, with the basic values being: circle, square, diamond, cross, x, triangle, pentagon, hexagram, star, diamond, hourglass, bowtie, asterisk, hash, y, and line. Add -open or -open-dot modifies the basic shape.

markers = ["circle", "square", "diamond", "cross", "x", "triangle", "pentagon",
           "hexagram", "star", "diamond", "hourglass", "bowtie", "asterisk",
           "hash", "y", "line"]
n = length(markers)
data = [Config(x=1:n, y=1:n, mode="markers",
               marker = Config(symbol=markers, size=10)),
        Config(x=1:n, y=2 .+ (1:n), mode="markers",
               marker = Config(symbol=markers .* "-open", size=10)),
        Config(x=1:n, y=4 .+ (1:n), mode="markers",
               marker = Config(symbol=markers .* "-open-dot", size=10))
        ]
Plot(data)

67.6.2 Line attributes

The line key can be used to specify line attributes, such as width (pixel width), color, or dash.

The width key specifies the line width in pixels.

The color key specifies the color of the line drawn.

The dash key specifies the style for the drawn line. Values can be set by string from “solid”, “dot”, “dash”, “longdash”, “dashdot”, or “longdashdot” or set by specifying a pattern in pixels, e.g. “5px,10px,2px,2px”.

The shape attribute determine how the points are connected. The default is linear, but other possibilities are hv, vh, hvh, vhv, spline for various patterns of connectivity. The following example, from the plotly documentation, shows the differences:

shapes = ["linear", "hv", "vh", "hvh", "vhv", "spline"]
data = [Config(x = 1:5, y = 5*(i-1) .+ [1,3,2,3,1], mode="lines+markers", type="scatter",
               name=shape,
               line=Config(shape=shape)
               ) for (i, shape)  enumerate(shapes)]
Plot(data)

67.6.3 Text

The text associated with each point can be drawn on the chart, when “text” is included in the mode or shown on hover.

The onscreen text is passed to the text attribute. The texttemplate key can be used to format the text with details in the accompanying link.

Similarly, the hovertext key specifies the text shown on hover, with hovertemplate used to format the displayed text.

67.6.4 Filled regions

The fill key for a chart of mode line specifies how the area around a chart should be colored, or filled. The specification are declarative, with values in “none”, “tozeroy”, “tozerox”, “tonexty”, “tonextx”, “toself”, and “tonext”. The value of “none” is the default, unless stacked traces are used.

In the following, to highlight the difference between \(f(x) = \cos(x)\) and \(p(x) = 1 - x^2/2\) the area from \(f\) to the next \(y\) is declared; for \(p\), the area to \(0\) is declared.

xs = range(-1, 1, 100)
data = [
    Config(
        x=xs, y=[1 - x^2/2 for x  xs ],
        fill = "tozeroy",
        fillcolor = "rgba(255,0,0,0.25)", # to get transparency
        line = Config(color=:red)
      ),
    Config(
        x=xs, y=cos.(xs),
        fill = "tonexty",
        fillcolor = "rgba(0,0,255,0.25)", # to get transparency
        line = Config(color=:blue)
    )
]
Plot(data)

The toself declaration is used below to fill in a polygon:

data = Config(
    x=[-1,1,1,-1,-1], y = [-1,1,-1,1,-1],
    fill="toself",
    type="scatter")
Plot(data)

67.7 Layout attributes

The title key sets the main title; the title key in the xaxis configuration sets the \(x\)-axis title (similarly for the \(y\) axis).

The legend is shown when \(2\) or more charts or specified, by default. This can be adjusted with the showlegend key, as below. The legend shows the corresponding name for each chart.

data = Config(x=1:5, y=rand(5), type="scatter", mode="markers", name="legend label")
lyt = Config(title = "Main chart title",
             xaxis = Config(title="x-axis label"),
             yaxis = Config(title="y-axis label"),
             showlegend=true
             )
Plot(data, lyt)

The xaxis and yaxis keys have many customizations. For example: nticks specifies the maximum number of ticks; range to set the range of the axis; type to specify the axis type from “linear”, “log”, “date”, “category”, or “multicategory”; and visible.

The aspect ratio of the chart can be set to be equal through the scaleanchor key, which specifies another axis to take a value from. For example, here is a parametric plot of a circle:

ts = range(0, 2pi, length=100)
data = Config(x = sin.(ts), y = cos.(ts), mode="lines", type="scatter")
lyt = Config(title = "A circle",
             xaxis = Config(title = "x"),
             yaxis = Config(title = "y",
                            scaleanchor = "x")
             )
Plot(data, lyt)

Annotations

Text annotations may be specified as part of the layout object. Annotations may or may not show an arrow. Here is a simple example using a vector of annotations.

data = Config(x = [0, 1], y = [0, 1], mode="markers", type="scatter")
layout = Config(title = "Annotations",
                xaxis = Config(title="x",
                               range = (-0.5, 1.5)),
                yaxis = Config(title="y",
                               range = (-0.5, 1.5)),
                annotations = [
                    Config(x=0, y=0, text = "(0,0)"),
                    Config(x=1, y=1.2, text = "(1,1)", showarrow=false)
                ]
                )
Plot(data, layout)

The following example is more complicated use of the elements previously described. It mimics an image from Wikipedia for trigonometric identities. The use of LaTeX does not seem to be supported through the JavaScript interface; unicode symbols are used instead. The xanchor and yanchor keys are used to position annotations away from the default. The textangle key is used to rotate text, as desired.

alpha = pi/6
beta = pi/5
xₘ = cos(alpha)*cos(beta)
yₘ = sin(alpha+beta)
r₀ = 0.1

data = [
    Config(
        x = [0,xₘ, xₘ, 0, 0],
        y = [0, 0, yₘ, yₘ, 0],
        type="scatter", mode="line"
    ),
    Config(
        x = [0, xₘ],
        y = [0, sin(alpha)*cos(beta)],
        fill = "tozeroy",
        fillcolor = "rgba(100, 100, 100, 0.5)"
    ),
    Config(
        x = [0, cos(alpha+beta), xₘ],
        y = [0, yₘ, sin(alpha)*cos(beta)],
        fill = "tonexty",
        fillcolor = "rgba(200, 0, 100, 0.5)",
    ),
    Config(
        x = [0, cos(alpha+beta)],
        y = [0, yₘ],
        line = Config(width=5, color=:black)
    )
]

lyt = Config(
    height=450,
    showlegend=false,
    xaxis=Config(visible=false),
    yaxis = Config(visible=false, scaleanchor="x"),
    annotations = [

        Config(x = r₀*cos(alpha/2), y = r₀*sin(alpha/2),
               text="α", showarrow=false),
        Config(x = r₀*cos(alpha+beta/2), y = r₀*sin(alpha+beta/2),
               text="β", showarrow=false),
        Config(x = cos(alpha+beta) + r₀*cos(pi+(alpha+beta)/2),
               y = yₘ + r₀*sin(pi+(alpha+beta)/2),
               xanchor="center", yanchor="center",
               text="α+β", showarrow=false),
        Config(x = xₘ + r₀*cos(pi/2+alpha/2),
               y = sin(alpha)*cos(beta) + r₀ * sin(pi/2 + alpha/2),
               text="α", showarrow=false),
        Config(x = 1/2 * cos(alpha+beta),
               y = 1/2 * sin(alpha+beta),
               text = "1"),
        Config(x = xₘ/2*cos(alpha), y = xₘ/2*sin(alpha),
               xanchor="center", yanchor="bottom",
               text = "cos(β)",
               textangle=-rad2deg(alpha),
               showarrow=false),
        Config(x = xₘ + sin(beta)/2*cos(pi/2 + alpha),
               y = sin(alpha)*cos(beta) + sin(beta)/2*sin(pi/2 + alpha),
               xanchor="center", yanchor="top",
               text = "sin(β)",
               textangle = rad2deg(pi/2-alpha),
               showarrow=false),

        Config(x = xₘ/2,
               y = 0,
               xanchor="center", yanchor="top",
               text = "cos(α)⋅cos(β)", showarrow=false),
        Config(x = 0,
               y = yₘ/2,
               xanchor="right", yanchor="center",
               text = "sin(α+β)",
               textangle=-90,
               showarrow=false),
        Config(x = cos(alpha+beta)/2,
               y = yₘ,
               xanchor="center", yanchor="bottom",
               text = "cos(α+β)", showarrow=false),
        Config(x = cos(alpha+beta) + (xₘ - cos(alpha+beta))/2,
               y = yₘ,
               xanchor="center", yanchor="bottom",
               text = "sin(α)⋅sin(β)", showarrow=false),
        Config(x = xₘ, y=sin(alpha)*cos(beta) + (yₘ - sin(alpha)*cos(beta))/2,
               xanchor="left", yanchor="center",
               text = "cos(α)⋅sin(β)",
               textangle=90,
               showarrow=false),
        Config(x = xₘ,
               y = sin(alpha)*cos(beta)/2,
               xanchor="left", yanchor="center",
               text = "sin(α)⋅cos(β)",
               textangle=90,
               showarrow=false)
    ]
)

Plot(data, lyt)

67.8 Parameterized curves

In \(2\)-dimensions, the plotting of a parameterized curve is similar to that of plotting a function. In \(3\)-dimensions, an extra \(z\)-coordinate is included.

To help, we define an unzip function as an interface to SplitApplyCombine’s invert function:

unzip(v) = SplitApplyCombine.invert(v)
unzip (generic function with 1 method)

Earlier, we plotted a two dimensional circle, here we plot the related helix.

helix(t) = [cos(t), sin(t), t]

ts = range(0, 4pi, length=200)

xs, ys, zs = unzip(helix.(ts))

data = Config(x=xs, y=ys, z=zs,
              type = "scatter3d",  # <<- note the 3d
              mode = "lines",
              line=(width=2,
                    color=:red)
              )

Plot(data)

The main difference is the chart type, as this is a \(3\)-dimensional plot, “scatter3d” is used.

67.8.1 Quiver plots

There is no quiver plot for plotly using JavaScript. In \(2\)-dimensions a text-less annotation could be employed. In \(3\)-dimensions, the following (from stackoverflow.com) is a possible workaround where a line segment is drawn and capped with a small cone. Somewhat opaquely, we use NamedTuple for an iterator to create the keys for the data below:

helix(t) = [cos(t), sin(t), t]
helix′(t) = [-sin(t), cos(t), 1]
ts = range(0, 4pi, length=200)
xs, ys, zs = unzip(helix.(ts))
helix_trace = Config(; NamedTuple(zip((:x,:y,:z), unzip(helix.(ts))))...,
                     type = "scatter3d",  # <<- note the 3d
                     mode = "lines",
                     line=(width=2,
                           color=:red)
                     )

tss = pi/2:pi/2:7pi/2
rs, r′s = helix.(tss), helix′.(tss)

arrows = [
    Config(x = [x[1], x[1]+x′[1]],
           y = [x[2], x[2]+x′[2]],
           z = [x[3], x[3]+x′[3]],
           mode="lines", type="scatter3d")
    for (x, x′)  zip(rs, r′s)
]

tips = rs .+ r′s
lengths = 0.1 * r′s

caps = Config(;
        NamedTuple(zip([:x,:y,:z], unzip(tips)))...,
        NamedTuple(zip([:u,:v,:w], unzip(lengths)))...,
        type="cone", anchor="tail")

data = vcat(helix_trace, arrows, caps)

Plot(data)

If several arrows are to be drawn, it might be more efficient to pass multiple values in for the x, y, … values. They expect a vector. In the above, we create \(1\)-element vectors.

67.9 Contour plots

A contour plot is created by the “contour” trace type. The data is prepared as a vector of vectors, not a matrix. The following has the interior vector corresponding to slices ranging over \(x\) for a fixed \(y\). With this, the construction is straightforward using a comprehension:

f(x,y) = x^2 - 2y^2

xs = range(0,2,length=25)
ys = range(0,2, length=50)
zs = [[f(x,y) for x in xs] for y in ys]

data = Config(
    x=xs, y=ys, z=zs,
    type="contour"
)

Plot(data)

The same zs data can be achieved by broadcasting and then collecting as follows:

f(x,y) = x^2 - 2y^2

xs = range(0,2,length=25)
ys = range(0,2, length=50)
zs = collect(eachrow(f.(xs', ys)))

data = Config(
    x=xs, y=ys, z=zs,
    type="contour"
)

Plot(data)

The use of just f.(xs', ys) or f.(xs, ys'), as with other plotting packages, is not effective, as JSON3 writes matrices as vectors (with linear indexing).

67.10 Surface plots

The chart type “surface” allows surfaces in \(3\) dimensions to be plotted.

67.10.1 Surfaces defined by \(z = f(x,y)\)

Surfaces defined through a scalar-valued function are drawn quite naturally, save for needing to express the height data (\(z\) axis) using a vector of vectors, and not a matrix.

peaks(x,y) = 3 * (1-x)^2 * exp(-(x^2) - (y+1)^2) -
    10*(x/5 - x^3 - y^5) * exp(-x^2-y^2) - 1/3 * exp(-(x+1)^2 - y^2)

xs = range(-3,3, length=50)
ys = range(-3,3, length=50)
zs = [[peaks(x,y) for x in xs] for y in  ys]

data = Config(x=xs, y=ys, z=zs,
              type="surface")

Plot(data)

67.10.2 Parametrically defined surfaces

For parametrically defined surfaces, the \(x\) and \(y\) values also correspond to matrices. Her we see a pattern to plot a torus. The aspectmode instructs the scene’s axes to be drawn in proportion with the axes’ ranges.

r, R = 1, 5
X(theta,phi) = [(r*cos(theta)+R)*cos(phi),
                (r*cos(theta)+R)*sin(phi),
                r*sin(theta)]

us = range(0, 2pi, length=25)
vs = range(0, pi, length=25)

xs = [[X(u,v)[1] for u in us] for v in vs]
ys = [[X(u,v)[2] for u in us] for v in vs]
zs = [[X(u,v)[3] for u in us] for v in vs]

data = Config(
    x = xs, y = ys, z = zs,
    type="surface",
    mode="scatter3d"
)

lyt = Config(scene=Config(aspectmode="data"))

Plot(data, lyt)