# 7Visualization I

Learning Outcomes
• Understand the theories behind effective visualizations and start to generate plots of our own with matplotlib and seaborn.
• Analyze histograms and identify the skewness, potential outliers, and the mode.
• Use boxplot and violinplot to compare two distributions.

In our journey of the data science lifecycle, we have begun to explore the vast world of exploratory data analysis. More recently, we learned how to pre-process data using various data manipulation techniques. As we work towards understanding our data, there is one key component missing in our arsenal — the ability to visualize and discern relationships in existing data.

These next two lectures will introduce you to various examples of data visualizations and their underlying theory. In doing so, we’ll motivate their importance in real-world examples with the use of plotting libraries.

## 7.1 Visualizations in Data 8 and Data 100 (so far)

You’ve likely encountered several forms of data visualizations in your studies. You may remember two such examples from Data 8: line plots, scatter plots, and histograms. Each of these served a unique purpose. For example, line plots displayed how numerical quantities changed over time, while histograms were useful in understanding a variable’s distribution.

Line Chart Scatter Plot
Histogram

## 7.2 Goals of Visualization

Visualizations are useful for a number of reasons. In Data 100, we consider two areas in particular:

1. To broaden your understanding of the data. Summarizing trends visually before in-depth analysis is a key part of exploratory data analysis. Creating these graphs is a lightweight, iterative and flexible process that helps us investigate relationships between variables.
2. To communicate results/conclusions to others. These visualizations are highly editorial, selective, and fine-tuned to achieve a communications goal, so be thoughtful and careful about its clarity, accessibility, and necessary context.

Altogether, these goals emphasize the fact that visualizations aren’t a matter of making “pretty” pictures; we need to do a lot of thinking about what stylistic choices communicate ideas most effectively.

This course note will focus on the first half of visualization topics in Data 100. The goal here is to understand how to choose the “right” plot depending on different variable types and, secondly, how to generate these plots using code.

## 7.3 An Overview of Distributions

A distribution describes both the set of values that a single variable can take and the frequency of unique values in a single variable. For example, if we’re interested in the distribution of students across Data 100 discussion sections, the set of possible values is a list of discussion sections (10-11am, 11-12pm, etc.), and the frequency that each of those values occur is the number of students enrolled in each section. In other words, the we’re interested in how a variable is distributed across it’s possible values. Therefore, distributions must satisfy two properties:

1. The total frequency of all categories must sum to 100%
2. Total count should sum to the total number of datapoints if we’re using raw counts.
Not a Valid Distribution Valid Distribution
This is not a valid distribution since individuals can be associated with more than one category and the bar values demonstrate values in minutes and not probability. This example satisfies the two properties of distributions, so it is a valid distribution.

## 7.4 Variable Types Should Inform Plot Choice

Different plots are more or less suited for displaying particular types of variables, laid out in the diagram below:

The first step of any visualization is to identify the type(s) of variables we’re working with. From here, we can select an appropriate plot type:

## 7.5 Qualitative Variables: Bar Plots

A bar plot is one of the most common ways of displaying the distribution of a qualitative (categorical) variable. The length of a bar plot encodes the frequency of a category; the width encodes no useful information. The color could indicate a sub-category, but this is not necessarily the case.

Let’s contextualize this in an example. We will use the World Bank dataset (wb) in our analysis.

Code
import pandas as pd
import numpy as np

wb.head()
Continent Country Primary completion rate: Male: % of relevant age group: 2015 Primary completion rate: Female: % of relevant age group: 2015 Lower secondary completion rate: Male: % of relevant age group: 2015 Lower secondary completion rate: Female: % of relevant age group: 2015 Youth literacy rate: Male: % of ages 15-24: 2005-14 Youth literacy rate: Female: % of ages 15-24: 2005-14 Adult literacy rate: Male: % ages 15 and older: 2005-14 Adult literacy rate: Female: % ages 15 and older: 2005-14 ... Access to improved sanitation facilities: % of population: 1990 Access to improved sanitation facilities: % of population: 2015 Child immunization rate: Measles: % of children ages 12-23 months: 2015 Child immunization rate: DTP3: % of children ages 12-23 months: 2015 Children with acute respiratory infection taken to health provider: % of children under age 5 with ARI: 2009-2016 Children with diarrhea who received oral rehydration and continuous feeding: % of children under age 5 with diarrhea: 2009-2016 Children sleeping under treated bed nets: % of children under age 5: 2009-2016 Children with fever receiving antimalarial drugs: % of children under age 5 with fever: 2009-2016 Tuberculosis: Treatment success rate: % of new cases: 2014 Tuberculosis: Cases detection rate: % of new estimated cases: 2015
0 Africa Algeria 106.0 105.0 68.0 85.0 96.0 92.0 83.0 68.0 ... 80.0 88.0 95.0 95.0 66.0 42.0 NaN NaN 88.0 80.0
1 Africa Angola NaN NaN NaN NaN 79.0 67.0 82.0 60.0 ... 22.0 52.0 55.0 64.0 NaN NaN 25.9 28.3 34.0 64.0
2 Africa Benin 83.0 73.0 50.0 37.0 55.0 31.0 41.0 18.0 ... 7.0 20.0 75.0 79.0 23.0 33.0 72.7 25.9 89.0 61.0
3 Africa Botswana 98.0 101.0 86.0 87.0 96.0 99.0 87.0 89.0 ... 39.0 63.0 97.0 95.0 NaN NaN NaN NaN 77.0 62.0
5 Africa Burundi 58.0 66.0 35.0 30.0 90.0 88.0 89.0 85.0 ... 42.0 48.0 93.0 94.0 55.0 43.0 53.8 25.4 91.0 51.0

5 rows × 47 columns

We can visualize the distribution of the Continent column using a bar plot. There are a few ways to do this.

### 7.5.1 Plotting in Pandas

wb['Continent'].value_counts().plot(kind='bar');

Recall that .value_counts() returns a Series with the total count of each unique value. We call .plot(kind='bar') on this result to visualize these counts as a bar plot.

Plotting methods in pandas are the least preferred and not supported in Data 100, as their functionality is limited. Instead, future examples will focus on other libraries built specifically for visualizing data. The most well-known library here is matplotlib.

### 7.5.2 Plotting in Matplotlib

import matplotlib.pyplot as plt # matplotlib is typically given the alias plt

continent = wb['Continent'].value_counts()
plt.bar(continent.index, continent)
plt.xlabel('Continent')
plt.ylabel('Count');

While more code is required to achieve the same result, matplotlib is often used over pandas for its ability to plot more complex visualizations, some of which are discussed shortly.

However, note how we needed to label the axes with plt.xlabel and plt.ylabel, as matplotlib does not support automatic axis labeling. To get around these inconveniences, we can use a more efficient plotting library: seaborn.

### 7.5.3 Plotting in Seaborn

import seaborn as sns # seaborn is typically given the alias sns
sns.countplot(data = wb, x = 'Continent');

In contrast to matplotlib, the general structure of a seaborn call involves passing in an entire DataFrame, and then specifying what column(s) to plot. seaborn.countplot both counts and visualizes the number of unique values in a given column. This column is specified by the x argument to sns.countplot, while the DataFrame is specified by the data argument.

For the vast majority of visualizations, seaborn is far more concise and aesthetically pleasing than matplotlib. However, the color scheme of this particular bar plot is arbitrary - it encodes no additional information about the categories themselves. This is not always true; color may signify meaningful detail in other visualizations. We’ll explore this more in-depth during the next lecture.

By now, you’ll have noticed that each of these plotting libraries have a very different syntax. As with pandas, we’ll teach you the important methods in matplotlib and seaborn, but you’ll learn more through documentation.

## 7.6 Distributions of Quantitative Variables

Revisiting our example with the wb DataFrame, let’s plot the distribution of Gross national income per capita.

Code
wb.head(5)
Continent Country Primary completion rate: Male: % of relevant age group: 2015 Primary completion rate: Female: % of relevant age group: 2015 Lower secondary completion rate: Male: % of relevant age group: 2015 Lower secondary completion rate: Female: % of relevant age group: 2015 Youth literacy rate: Male: % of ages 15-24: 2005-14 Youth literacy rate: Female: % of ages 15-24: 2005-14 Adult literacy rate: Male: % ages 15 and older: 2005-14 Adult literacy rate: Female: % ages 15 and older: 2005-14 ... Access to improved sanitation facilities: % of population: 1990 Access to improved sanitation facilities: % of population: 2015 Child immunization rate: Measles: % of children ages 12-23 months: 2015 Child immunization rate: DTP3: % of children ages 12-23 months: 2015 Children with acute respiratory infection taken to health provider: % of children under age 5 with ARI: 2009-2016 Children with diarrhea who received oral rehydration and continuous feeding: % of children under age 5 with diarrhea: 2009-2016 Children sleeping under treated bed nets: % of children under age 5: 2009-2016 Children with fever receiving antimalarial drugs: % of children under age 5 with fever: 2009-2016 Tuberculosis: Treatment success rate: % of new cases: 2014 Tuberculosis: Cases detection rate: % of new estimated cases: 2015
0 Africa Algeria 106.0 105.0 68.0 85.0 96.0 92.0 83.0 68.0 ... 80.0 88.0 95.0 95.0 66.0 42.0 NaN NaN 88.0 80.0
1 Africa Angola NaN NaN NaN NaN 79.0 67.0 82.0 60.0 ... 22.0 52.0 55.0 64.0 NaN NaN 25.9 28.3 34.0 64.0
2 Africa Benin 83.0 73.0 50.0 37.0 55.0 31.0 41.0 18.0 ... 7.0 20.0 75.0 79.0 23.0 33.0 72.7 25.9 89.0 61.0
3 Africa Botswana 98.0 101.0 86.0 87.0 96.0 99.0 87.0 89.0 ... 39.0 63.0 97.0 95.0 NaN NaN NaN NaN 77.0 62.0
5 Africa Burundi 58.0 66.0 35.0 30.0 90.0 88.0 89.0 85.0 ... 42.0 48.0 93.0 94.0 55.0 43.0 53.8 25.4 91.0 51.0

5 rows × 47 columns

How should we define our categories for this variable? In the previous example, these were a few unique values of the Continent column. If we use similar logic here, our categories are the different numerical values contained in the Gross national income per capita column.

Under this assumption, let’s plot this distribution using the seaborn.countplot function.

sns.countplot(data = wb, x = 'Gross national income per capita, Atlas method: $: 2016'); What happened? A bar plot (either plt.bar or sns.countplot) will create a separate bar for each unique value of a variable. With a continuous variable, we may not have a finite number of possible values, which can lead to situations like above where we would need many, many bars to display each unique value. Specifically, we can say this histogram suffers from overplotting as we are unable to interpret the plot and gain any meaningful insight. Rather than bar plots, to visualize the distribution of a continuous variable, we use one of the following types of plots: • Histogram • Box plot • Violin plot ### 7.6.1 Box Plots and Violin Plots Box plots and violin plots are two very similar kinds of visualizations. Both display the distribution of a variable using information about quartiles. In a box plot, the width of the box at any point does not encode meaning. In a violin plot, the width of the plot indicates the density of the distribution at each possible value. sns.boxplot(data=wb, y='Gross national income per capita, Atlas method:$: 2016');

sns.violinplot(data=wb, y="Gross national income per capita, Atlas method: $: 2016"); A quartile represents a 25% portion of the data. We say that: • The first quartile (Q1) represents the 25th percentile – 25% of the data is smaller than or equal to the first quartile. • The second quartile (Q2) represents the 50th percentile, also known as the median – 50% of the data is smaller than or equal to the second quartile. • The third quartile (Q3) represents the 75th percentile – 75% of the data is smaller than or equal to the third quartile. This means that the middle 50% of the data lies between the first and third quartiles. This is demonstrated in the histogram below. The three quartiles are marked with red vertical bars. Code gdp = wb['Gross domestic product: % growth : 2016'] gdp = gdp[~gdp.isna()] q1, q2, q3 = np.percentile(gdp, [25, 50, 75]) wb_quartiles = wb.copy() wb_quartiles['category'] = None wb_quartiles.loc[(wb_quartiles['Gross domestic product: % growth : 2016'] < q1) | (wb_quartiles['Gross domestic product: % growth : 2016'] > q3), 'category'] = 'Outside of the middle 50%' wb_quartiles.loc[(wb_quartiles['Gross domestic product: % growth : 2016'] > q1) & (wb_quartiles['Gross domestic product: % growth : 2016'] < q3), 'category'] = 'In the middle 50%' sns.histplot(wb_quartiles, x="Gross domestic product: % growth : 2016", hue="category") sns.rugplot([q1, q2, q3], c="firebrick", lw=6, height=0.1); In a box plot, the lower extent of the box lies at Q1, while the upper extent of the box lies at Q3. The horizontal line in the middle of the box corresponds to Q2 (equivalently, the median). sns.boxplot(data=wb, y='Gross domestic product: % growth : 2016'); The whiskers of a box-plot are the two points that lie at the [$$1^{st}$$ Quartile $$-$$ ($$1.5\times$$ IQR)], and the [$$3^{rd}$$ Quartile $$+$$ ($$1.5\times$$ IQR)]. They are the lower and upper ranges of “normal” data (the points excluding outliers). The different forms of information contained in a box plot can be summarised as follows: A violin plot displays quartile information, albeit a bit more subtly through smoothed density curves. Look closely at the center vertical bar of the violin plot below; the three quartiles and “whiskers” are still present! sns.violinplot(data=wb, y='Gross domestic product: % growth : 2016'); ### 7.6.2 Side-by-Side Box and Violin Plots Plotting side-by-side box or violin plots allows us to compare distributions across different categories. In other words, they enable us to plot both a qualitative variable and a quantitative continuous variable in one visualization. With seaborn, we can easily create side-by-side plots by specifying both an x and y column. sns.boxplot(data=wb, x="Continent", y='Gross domestic product: % growth : 2016'); ### 7.6.3 Histograms You are likely familiar with histograms from Data 8. A histogram collects continuous data into bins, then plots this binned data. Each bin reflects the density of datapoints with values that lie between the left and right ends of the bin; in other words, the area of each bin is proportional to the percentage of datapoints it contains. #### 7.6.3.1 Plotting Histograms Below, we plot a histogram using matplotlib and seaborn. Which graph do you prefer? # The edgecolor argument controls the color of the bin edges gni = wb["Gross national income per capita, Atlas method:$: 2016"]
plt.hist(gni, density=True, edgecolor="white")

plt.xlabel("Gross national income per capita")
plt.ylabel("Density")
plt.title("Distribution of gross national income per capita");

sns.histplot(data=wb, x="Gross national income per capita, Atlas method: $: 2016", stat="density") plt.title("Distribution of gross national income per capita"); #### 7.6.3.2 Overlaid Histograms We can overlay histograms (or density curves) to compare distributions across qualitative categories. The hue parameter of sns.histplot specifies the column that should be used to determine the color of each category. hue can be used in many seaborn plotting functions. Notice that the resulting plot includes a legend describing which color corresponds to each hemisphere – a legend should always be included if color is used to encode information in a visualization! # Create a new variable to store the hemisphere in which each country is located north = ["Asia", "Europe", "N. America"] south = ["Africa", "Oceania", "S. America"] wb.loc[wb["Continent"].isin(north), "Hemisphere"] = "Northern" wb.loc[wb["Continent"].isin(south), "Hemisphere"] = "Southern" sns.histplot(data=wb, x="Gross national income per capita, Atlas method:$: 2016", hue="Hemisphere", stat="density")
plt.title("Distribution of gross national income per capita");

Again, each bin of a histogram is scaled such that its area is proportional to the percentage of all datapoints that it contains.

densities, bins, _ = plt.hist(gni, density=True, edgecolor="white", bins=5)
plt.xlabel("Gross national income per capita")
plt.ylabel("Density")

print(f"First bin has width {bins[1]-bins[0]} and height {densities[0]}")
print(f"This corresponds to {bins[1]-bins[0]} * {densities[0]} = {(bins[1]-bins[0])*densities[0]*100}% of the data")
First bin has width 16410.0 and height 4.7741589911386953e-05
This corresponds to 16410.0 * 4.7741589911386953e-05 = 78.343949044586% of the data

#### 7.6.3.3 Evaluating Histograms

Histograms allow us to assess a distribution by their shape. There are a few properties of histograms we can analyze:

1. Skewness and Tails
• Skewed left vs skewed right
• Left tail vs right tail
2. Outliers
• Using percentiles
3. Modes
• Most commonly occuring data
##### 7.6.3.3.1 Skewness and Tails

The skew of a histogram describes the direction in which its “tail” extends. - A distribution with a long right tail is skewed right (such as Gross national income per capita). In a right-skewed distribution, the few large outliers “pull” the mean to the right of the median.

sns.histplot(data = wb, x = 'Gross national income per capita, Atlas method: \$: 2016', stat = 'density');
plt.title('Distribution with a long right tail')
Text(0.5, 1.0, 'Distribution with a long right tail')

• A distribution with a long left tail is skewed left (such as Access to an improved water source). In a left-skewed distribution, the few small outliers “pull” the mean to the left of the median.

In the case where a distribution has equal-sized right and left tails, it is symmetric. The mean is approximately equal to the median. Think of mean as the balancing point of the distribution.

sns.histplot(data = wb, x = 'Access to an improved water source: % of population: 2015', stat = 'density');
plt.title('Distribution with a long left tail')
Text(0.5, 1.0, 'Distribution with a long left tail')

##### 7.6.3.3.2 Outliers

Loosely speaking, an outlier is defined as a data point that lies an abnormally large distance away from other values. Let’s make this more concrete. As you may have observed in the box plot infographic earlier, we define outliers to be the data points that fall beyond the whiskers. Specifically, values that are less than the [$$1^{st}$$ Quartile $$-$$ ($$1.5\times$$ IQR)], or greater than [$$3^{rd}$$ Quartile $$+$$ ($$1.5\times$$ IQR).]

##### 7.6.3.3.3 Modes

In Data 100, we describe a “mode” of a histogram as a peak in the distribution. Often, however, it is difficult to determine what counts as its own “peak.” For example, the number of peaks in the distribution of HIV rates across different countries varies depending on the number of histogram bins we plot.

If we set the number of bins to 5, the distribution appears unimodal.

# Rename the very long column name for convenience
wb = wb.rename(columns={'Antiretroviral therapy coverage: % of people living with HIV: 2015':"HIV rate"})
# With 5 bins, it seems that there is only one peak
sns.histplot(data=wb, x="HIV rate", stat="density", bins=5)
plt.title("5 histogram bins");

# With 10 bins, there seem to be two peaks

sns.histplot(data=wb, x="HIV rate", stat="density", bins=10)
plt.title("10 histogram bins");

# And with 20 bins, it becomes hard to say what counts as a "peak"!

sns.histplot(data=wb, x ="HIV rate", stat="density", bins=20)
plt.title("20 histogram bins");

In part, it is these ambiguities that motivate us to consider using Kernel Density Estimation (KDE), which we will explore more in the next lecture.