esProc Charts: Coordinate Axes

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In esProc Charts: Coordinate Systems and Coordinate Transformation, we discussed the relation between logical axes and physical axes in plotting a chart with esProc, as well as how to position an axis and a chart element on the canvas. esProc provides a variety of logical axes for plotting different styles of charts. Logical axes of various types require different settings to perform coordinate transformation correctly. The main purpose of defining a logical axis is to convert the logical coordinates to physical coordinates for plotting a chart. It doesn’t matter whether it is actually plotted or not. The positioning of a chart element will not be affected by this.

1. Numeric axis

A numeric axis is needed when plotting a chart showing relative sizes of numeric data. Through it the numeric statistical values can be transformed to physical coordinates for plotting. It is the most widely used axis type, appearing in plots of almost all charts as well as the function graph.

Through the numeric axis we can calculate the position of coordinate values on the canvas according to their specified value ranges. Below is the algorithm for plotting a function graph:

  A
1 =canvas()
2 =A1.plot(“BackGround”)
3 41
4 =A3.([round(pi(2*#-2)/(A3-1),3),round(sin(pi(2*#-2)/(A3-1)),3)])
5 =A1.plot(“NumericAxis”,”name”:”x”,”autoCalcValueRange”:false, “maxValue”:7.0,”scaleNum”:7,”xPosition”:0.45)
6 =A1.plot(“NumericAxis”,”name”:”y”,”location”:2,”autoCalcValueRange”:false,”maxValue”:1.0,”minValue”:-1.0,
“scaleNum”:4)
7 =A1.plot(“Line”,”markerStyle”:0,”axis1″:”x”,”data1″:A4.(~(1)),”axis2″:”y”, “data2”:A4.(~(2)))
8 =A1.draw@p(350,200)

The plotting algorithm plots a line chart fitting onto a sine curve. A3 specifies the sample number during a period. A4 prepares plotting data, as shown below: 

esProc_chart_coordinate_axes_1

A5 plots the x-axis, specifying a range of values from the default minimum 0 to the maximum 7 and placing it in the middle of the y-axis. A6 plots the y-axis, specifying the value range as -1<=y<=1; A7 plots a line chart whose logical coordinates come from A4’s plotting data. Below is the plotting result:

esProc_chart_coordinate_axes_2

Thus by defining the numeric axes, we can plot the chart according to the calculated numeric values. On a numeric axis, logical coordinate values are evenly graduated, consecutive numbers. So a numeric axis is a type of continuous axis.

The length of a numeric axis is determined by the logical coordinates of the specified start point and end point of the axis. The actual position of a certain pair of coordinate values can be calculated based on the value ranges of the horizontal and vertical numeric axes (they are defined by a minimum value and a maximum value). With esProc, this coordinate transformation calculation is done automatically. Users just need to define a coordinate axis appropriately in the plotting algorithm.

By default the Autocalc value range property of the numeric axis is true. In this case the value range of a numeric axis will be automatically set according to the chart element for which the axis is plotted. If the automatically generated axis cannot meet the requirement, users can specify its value range and graduations as in this example.

2. Date axis

A date axis is similar to a numeric axis. But its logical coordinates are date/time data, not numeric values. A date axis is commonly used to plot charts like tendency chart, run chart, etc.

 Below is the plotting algorithm of a stock trend chart:

  A
1 =canvas()
2 =demo.query(“select * from STOCKRECORDS where STOCKID=’002242′”)
3 =A1.plot(“BackGround”)
4 =A1.plot(“DateAxis”,”name”:”x”,”format”:”dd/M”,”displayStep”:20)
5 =A1.plot(“NumericAxis”,”name”:”y”,”location”:2,”autoCalcValueRange”: false,”maxValue”:50.0)
6 =A1.plot(“Line”,”markerWeight”:2,”axis1″:”x”,”data1″:A2.(DATE),”axis2″: “y”,”data2″:A2.(CLOSING))
7 =A1.draw@p(450,250)

In which A2 retrieves data for plotting the chart from the database:

esProc_chart_coordinate_axes_13

A3 plots a white background; A4 plots x-axis as the date axis, calculating value range automatically and only displaying trade dates on the graduation labels; A5 plots y-axis as the numeric axis with the maximum value being 50; A6 plots a trend line using logical coordinates including trade dates and closing stock prices. A7’s plotting result is like this:

esProc_chart_coordinate_axes_4

From the above chart we can notice that data points are only available on trade dates. That is to say there are no data points on other dates. The date axis is also a type of continuous axis, just like the numeric axis.  

3. Enumeration axis

The enumeration axis is used in plotting a chart comparing data of various categories, or of different series in a chart. We can set positions for plotting a chart according to the categories/series on an enumeration axis. Unlike a numeric axis, coordinate values on an enumeration axis are inconsecutive.

 A sequence of names of all categories or series needs to be specified during plotting an enumeration axis, in order to calculate correct physical coordinates from values of a certain category or series.

 Below is the algorithm of plotting a column chart comparing fruit prices per unit:

  A
1 =canvas()
2 =demo.query(“select * from FRUITS”)
3 =A1.plot(“BackGround”)
4 =A1.plot(“EnumAxis”,”name”:”x”,”categories”:A2.(NAME))
5 =A1.plot(“NumericAxis”,”name”:”y”,”location”:2)
6 =A1.plot(“Column”,”axis1″:”x”,”data1″:A2.(NAME),”axis2″:”y”,”data2″: A2.(UNITPRICE))
7  
8 =A1.draw@p(350,200)

A2 retrieves data for plotting the chart from the database:

esProc_chart_coordinate_axes_5

A3 plots a white background; A4 sets x-axis as the enumeration axis and defines a sequence of categories, which is a sequence of fruit names; A5 sets y-axis as the numeric axis and calculates value range automatically; A6 plots the column chart according to logical coordinates composed of fruit name and unit price. A8’s plotting result is as follows:

esProc_chart_coordinate_axes_6

To demonstrate the transformation of coordinates on the enumeration axis more clearly, enter code (=A1.plot(“Dot”,”markerStyle”:6,”axis1″:”x”,”data1″:”Peach”,”axis2″:”y”,”data2″:”1.5″)) in A7 to plot a dot chart, whose properties are set as follows:

esProc_chart_coordinate_axes_7

Below is the plotting result in which position of the point [“Peach”,1.5] can be seen:

esProc_chart_coordinate_axes_8

If we didn’t specify a sequence of categories and series on the enumeration axis during the plot, the data would have been analyzed automatically based on the chart element for which the enumeration axis was plotted.

On an enumeration axis, categories and series can be used in combination, like the plotting algorithm of a gymnastic scores chart:

  A
1 =canvas()
2 =demo.query(“select * from GYMSCORE”)
3 =A1.plot(“BackGround”)
4 =A1.plot(“EnumAxis”,”name”:”x”)
5 =A1.plot(“NumericAxis”,”name”:”y”,”location”:2)
6 =A1.plot(“Column”,”axis1″:”x”,”data1″:A2.(EVENT+”,”+NAME),”axis2″:”y”,”data2″:A2.(SCORE))
7  
8 =A1.draw@p(450,250)

A2 retrieves data for plotting the chart from the database:

esProc_chart_coordinate_axes_9

A3 plots a white background; A4 sets x-axis as the enumeration axis and analyzes data automatically; A5 sets y-axis as the numeric axis; A6 plots the column chart. When using categories and series together, the logical coordinates on an enumeration axis need to include both the category value and series value separated by a comma, like “Vault, Becky Downie”.

Plotting result of A8 is as follows:

esProc_chart_coordinate_axes_10

4. Polar axis and radial axis in polar coordinates

Polar or radial axis in polar coordinates can be numeric axis, enumeration axis and date axis too. In this case, properties of the logical axis are different to those of the logical axis in Cartesian coordinates.

Below is a plotting algorithm of a vault scores pie chart:

  A
1 =canvas()
2 =demo.query(“select * from GYMSCORE where EVENT = ‘Vault'”)
3 =A1.plot(“BackGround”)
4 =A1.plot(“EnumAxis”,”name”:”x”,”location”:3,”polarX”:0.5,”allowLabels”:false)
5 =A1.plot(“NumericAxis”,”name”:”y”,”location”:4,”allowLabels”:false)
6 =A1.plot(“Sector”,”text”:A2.(NAME),”axis1″:”x”,”data1″:A2.(NAME), “axis2″:”y”,”data2″:A2.(SCORE))
7 =A1.draw@p(450,350)

A2 retrieves data for plotting the chart from the database:

esProc_chart_coordinate_axes_11

A4 sets polar axis x as an enumeration axis, without labels being displayed, and plots the pole in the middle of the canvas by specifying its physical abscissa as 0.5. A5 plots radial axis y as a numeric axis displaying no labels, and uses default property values of the radial axis.

esProc_chart_coordinate_axes_12

A6 plots the pie chart according to logical coordinates composed of athlete names and scores, labelling athlete name to each slice. A7’s plotting result is as follows:

esProc_chart_coordinate_axes_13

As can be seen from polar axis setting, its length, i.e. the radius of the polar coordinates, is set in proportion to the canvas width.

Modify the start angle and end angle in polar axis properties by changing A5’s code to =A1.plot(“NumericAxis”,”name”:”y”,”location”:4,”startAngle”:30,”endAngle”:300,”allowLabels”:false):

esProc_chart_coordinate_axes_14

With this re-setting, surface area in the polar coordinate system has been changed. Plotting result is as follows:

esProc_chart_coordinate_axes_15

5. Legends

A Legend is an important part of a chart. It explains the colors and symbols in the chart. A legend entry consists of a color/symbol and its descriptive text. The legend is inconvenient to be positioned according to logical coordinates on x- and y-axes. In this sense, a legend can be regarded as a special logical axis.

The plotting algorithm below adds a legend to the column chart showing unit fruit prices plotted in section 3: Enumeration Axis:

  A
1 =canvas()
2 =demo.query(“select * from FRUITS”)
3 =A1.plot(“BackGround”)
4 =A1.plot(“EnumAxis”,”name”:”x”,”categories”:A2.(NAME))
5 =A1.plot(“NumericAxis”,”name”:”y”,”location”:2)
6 =A1.plot(“Column”,”axis1″:”x”,”data1″:A2.(NAME),”axis2″:”y”,”data2″: A2.(UNITPRICE))
7 =A1.plot(“Legend”,”legendText”:A2.(NAME),”x”:0.81,”y”:0.2,”width”:0.18)
8 =A1.draw@p(350,200)

A7 plots the legend element by setting its properties and position:

esProc_chart_coordinate_axes_16

Setting coordinates of a legend is similar to setting those on a logical axis. X and Y together specify the physical coordinates of the top left point of the legend. One thing to note is that the legend will adjust automatically as needed if either of its Width and Height property is set as 0, as shown in the above figure.

According to the properties set above, the plotting result is like this:

esProc_chart_coordinate_axes_17

As can be seen from the finished chart, when the text of a legend entry cannot fit within the specified width, it will be automatically wrapped onto the next line. The color of a legend entry will be generated automatically if it hasn’t been specified. The column colors can be properly displayed, as long as they are also generated automatically and the columns are arranged in the same order as legend entries.

But what if the columns in the chart and legend entries are not in the same order, and/or the chart has a numeration axis with multiple categories/series? In the following example, we add a legend to the clustered column chart of gymnastic scores:

  A
1 =canvas()
2 =demo.query(“select * from GYMSCORE”)
3 =A1.plot(“BackGround”)
4 =A1.plot(“EnumAxis”,”name”:”x”)
5 =A1.plot(“NumericAxis”,”name”:”y”,”location”:2)
6 =A1.plot(“Column”,”axis1″:”x”,”data1″:A2.(EVENT+”,”+NAME),”axis2″:”y”,”data2″:A2.(SCORE))
7 =A1.plot(“Legend”,”legendText”:A2.id(NAME),”x”:0.81,”y”:0.2,”width”: 0.18)
8 =A1.draw@p(450,250)

A7 plots the legend element by setting its properties and position:

esProc_chart_coordinate_axes_18

Plotting result is as follows:

esProc_chart_coordinate_axes_19

Here is a problem. The athlete names in the legend have been sorted, thus their order becomes inconsistent with the score ranking displayed in some clustered columns, i.e. the legend entries and the chart do not match. To avoid this kind of problem, data of both should be sorted in the same order. As in this example, we can modify A2’s code into =demo.query(“select * from GYMSCORE order by NAME”). Then we will get the plotting result below:

esProc_chart_coordinate_axes_20

Since all plotting data has been sorted by names, the legend and the chart correspond to each other.

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