Create satisficing tables in R the formula way.
The objective of tablespan
is to provide a “good enough” approach to creating tables by leveraging R’s formulas.
The following shows an example, where we define a relatively complex table header setup with a single formula. The details of the syntax will be explained below.
library(dplyr)
library(tablespan)
data("mtcars")
summarized_table <- mtcars |>
group_by(cyl, vs) |>
summarise(N = n(),
mean_hp = mean(hp),
sd_hp = sd(hp),
mean_wt = mean(wt),
sd_wt = sd(wt))
#> `summarise()` has grouped output by 'cyl'. You can override using the `.groups`
#> argument.
tbl <- tablespan(data = summarized_table,
formula = Cylinder:cyl + Engine:vs ~
N +
(`Horse Power` = Mean:mean_hp + SD:sd_hp) +
(`Weight` = Mean:mean_wt + SD:sd_wt),
title = "Motor Trend Car Road Tests",
subtitle = "A table created with tablespan",
footnote = "Data from the infamous mtcars data set.")
tbl
#> Motor Trend Car Road Tests
#> A table created with tablespan
#>
#> | | Horse Power Weight |
#> | Cylinder Engine | N Mean SD Mean SD |
#> | -------- ------ - -- ----------- ----- ------ ---- |
#> | 4 0 | 1 91 2.14 |
#> | 4 1 | 10 81.8 21.87 2.3 0.6 |
#> | 6 0 | 3 131.67 37.53 2.76 0.13 |
#> | ... ... | ... ... ... ... ... |
#> Data from the infamous mtcars data set.
tablespan
builds on the awesome packages openxlsx
and gt
, which allows tables created with tablespan
to be exported to the following formats:
Installation
To install tablespan
from CRAN use:
install.packages("tablespan")
The development version of tablespan
can be installed from GitHub with:
Introduction
R has a large set of great packages that allow you to create and export tables that look exactly like you envisioned. However, sometimes you may just need a good-enough table that is easy to create and share with others. This is where tablespan
can be of help.
Let’s assume that we want to share the following table:
library(dplyr)
data("mtcars")
summarized_table <- mtcars |>
group_by(cyl, vs) |>
summarise(N = n(),
mean_hp = mean(hp),
sd_hp = sd(hp),
mean_wt = mean(wt),
sd_wt = sd(wt))
#> `summarise()` has grouped output by 'cyl'. You can override using the `.groups`
#> argument.
print(summarized_table)
#> # A tibble: 5 × 7
#> # Groups: cyl [3]
#> cyl vs N mean_hp sd_hp mean_wt sd_wt
#> <dbl> <dbl> <int> <dbl> <dbl> <dbl> <dbl>
#> 1 4 0 1 91 NA 2.14 NA
#> 2 4 1 10 81.8 21.9 2.30 0.598
#> 3 6 0 3 132. 37.5 2.76 0.128
#> 4 6 1 4 115. 9.18 3.39 0.116
#> 5 8 0 14 209. 51.0 4.00 0.759
We don’t want to share the table as is - the variable names are all a bit technical and the table could need some spanners summarizing columns. So, we want to share a table that looks something like this:
| | Horse Power | Weight |
| Cylinder | Engine | Mean | SD | Mean | SD |
| -------- | ------ | ----- | --- | ---- | -- |
| | |
tablespan
allows us to create this table with a single formula.
Creating a Basic Table
In tablespan
, the table headers are defined with a formula. For example, cyl ~ mean_hp + sd_hp
defines a table with cyl
as the row names and mean_hp
and sd_hp
as columns:
library(tablespan)
tablespan(data = summarized_table,
formula = cyl ~ mean_hp + sd_hp)
#>
#> | cyl | mean_hp sd_hp |
#> | --- - ------- ----- |
#> | 4 | 91 |
#> | 4 | 81.8 21.87 |
#> | 6 | 131.67 37.53 |
#> | ... | ... ... |
Note that the row names (cyl
) are in a separate block to the left.
Adding Spanners
Spanners are defined using braces and spanner names. For example, the following defines a spanner for mean_hp
and sd_hp
with the name Horsepower
: cyl ~ (Horsepower = mean_hp + sd_hp)
:
tablespan(data = summarized_table,
formula = cyl ~ (Horsepower = mean_hp + sd_hp))
#>
#> | | Horsepower |
#> | cyl | mean_hp sd_hp |
#> | --- - ---------- ----- |
#> | 4 | 91 |
#> | 4 | 81.8 21.87 |
#> | 6 | 131.67 37.53 |
#> | ... | ... ... |
Spanners can also be nested:
tablespan(data = summarized_table,
formula = cyl ~ (Horsepower = (Mean = mean_hp) + (SD = sd_hp)))
#>
#> | | Horsepower |
#> | | Mean SD |
#> | cyl | mean_hp sd_hp |
#> | --- - ---------- ----- |
#> | 4 | 91 |
#> | 4 | 81.8 21.87 |
#> | 6 | 131.67 37.53 |
#> | ... | ... ... |
Renaming Columns
Variable names in an R data.frame
are often very technical (e.g., mean_hp
and sd_hp
). When sharing the table, we may want to replace those names. In the example above, we may want to replace mean_hp
and sd_hp
with “Mean” and “SD”. In tablespan
renaming variables is achieved with new_name:old_name
. For example, cyl ~ (Horsepower = Mean:mean_hp + SD:sd_hp)
renames mean_hp
to Mean
and sd_hp
to SD
:
tablespan(data = summarized_table,
formula = cyl ~ (Horsepower = Mean:mean_hp + SD:sd_hp))
#>
#> | | Horsepower |
#> | cyl | Mean SD |
#> | --- - ---------- ----- |
#> | 4 | 91 |
#> | 4 | 81.8 21.87 |
#> | 6 | 131.67 37.53 |
#> | ... | ... ... |
Creating the Full Table
The combination of row names, spanners, and renaming of variables allows creating the full table:
library(dplyr)
library(tablespan)
data("mtcars")
summarized_table <- mtcars |>
group_by(cyl, vs) |>
summarise(N = n(),
mean_hp = mean(hp),
sd_hp = sd(hp),
mean_wt = mean(wt),
sd_wt = sd(wt))
#> `summarise()` has grouped output by 'cyl'. You can override using the `.groups`
#> argument.
tbl <- tablespan(data = summarized_table,
formula = Cylinder:cyl + Engine:vs ~
N +
(`Horse Power` = Mean:mean_hp + SD:sd_hp) +
(`Weight` = Mean:mean_wt + SD:sd_wt),
title = "Motor Trend Car Road Tests",
subtitle = "A table created with tablespan",
footnote = "Data from the infamous mtcars data set.")
tbl
#> Motor Trend Car Road Tests
#> A table created with tablespan
#>
#> | | Horse Power Weight |
#> | Cylinder Engine | N Mean SD Mean SD |
#> | -------- ------ - -- ----------- ----- ------ ---- |
#> | 4 0 | 1 91 2.14 |
#> | 4 1 | 10 81.8 21.87 2.3 0.6 |
#> | 6 0 | 3 131.67 37.53 2.76 0.13 |
#> | ... ... | ... ... ... ... ... |
#> Data from the infamous mtcars data set.
Tables without row names
Using 1
on the left hand side of the formula creates a table without row names. For example, 1 ~ (Horsepower = Mean:mean_hp + SD:sd_hp)
defines:
tablespan(data = summarized_table,
formula = 1 ~ (Horsepower = Mean:mean_hp + SD:sd_hp))
#>
#> | Horsepower |
#> | Mean SD |
#> | ---------- ----- |
#> | 91 |
#> | 81.8 21.87 |
#> | 131.67 37.53 |
#> | ... ... |
Exporting to Excel
Tables created with tablespan
can now be translated to xlsx tables with openxlsx
using the as_excel
function:
# as_excel creates an openxlsx workbook
wb <- as_excel(tbl = tbl)
# Save the workbook as an xlsx file:
# openxlsx::saveWorkbook(wb,
# file = "cars.xlsx",
# overwrite = TRUE)
Exporting to HTML, LaTeX, and RTF
Tables created with tablespan
can also be exported to gt
which allows saving as HTML, LaTeX, or RTF file. To this end, we simply have to call as_gt
on our table:
# Translate to gt:
gt_tbl <- as_gt(tbl = tbl)
gt_tbl
Styling
tablespan
allows adding styles to tables that are automatically exported to gt
and openxlsx
. The workflow is heavily inspired by gt
.
All functions used to style tablespan
tables start with style_
:
-
style_title
: Adapt the style of the title -
style_subtitle
: Adapt the style of the subtitle -
style_header
: Adapt the style of the header -
style_header_cells
: Stlye the header cells in openxlsx. Used to create the borders around header cells (only relevant for openxlsx exports) -
style_column
: Add styling to the body of the table -
style_footnote
: Adapt the style of the footnotes -
style_vline
: Adapt the style of the vertical lines in the table. Only relevant for openxlsx -
style_hline
: Adapt the style of the horizontal lines in the table. Only relevant for openxlsx
Styling the title and subtitle
Use the style_title
and style_subtitle
options to style title and subtitle:
tbl |>
style_title(background_color = "#000000",
text_color = "#ffffff",
bold = TRUE,
italic = TRUE) |>
style_subtitle(italic = TRUE) |>
as_gt()
All of the styles applied in the following would also be exported to .xlsx files when using as_excel
and saving the workbook with openxlsx
.
Styling the header
To adapt the header, use style_header
:
tbl |>
style_header(background_color = "#000000",
text_color = "#ffffff",
bold = TRUE,
italic = TRUE) |>
as_gt()
Styling the body
The body is adapted with style_column
. This function also allows styling only specific cells in the body or styling multiple columns at once. Columns are selected with tidy expressions. Please note that you will have to reference the columns with their respective names in the raw data set, not the names shown in the spanner:
tbl |>
style_column(
columns = starts_with("mean_"),
rows = 2:3,
background_color = "#000000",
text_color = "#ffffff",
bold = TRUE,
italic = TRUE) |>
as_gt()
Styling the footnote
tbl |>
style_footnote(
background_color = "#000000",
text_color = "#ffffff",
bold = TRUE,
italic = TRUE) |>
as_gt()
Custom styles
The current interface only exports a small amount of the styles available in gt
and openxlsx
. However, you can also provide custom styles:
tbl |>
style_column(
columns = dplyr::where(is.double),
# custom style for the gt table export:
gt_style = gt::cell_text(decorate = "underline"),
# custom style for the excel table export:
openxlsx_style = openxlsx::createStyle(textDecoration = "underline")
) |>
as_gt()
Formatting
In addition to applying specific styles to the table, you can also adapt the number formatting. The current setup is slightly more complicated because unifying all of the possible styles supported by gt
and openxlsx
is challenging.
tbl |>
format_column(
columns = dplyr::where(is.double),
rows = 2:3,
# For great tables, we need a function that
# takes in the table, columns, and rows and then
# applies the style
format_gt = function(x, columns, rows, ...) {
gt::fmt_number(x, columns = columns, rows = rows, decimals = 4)
},
# For openxlsx, we have to provide the style that will be passed
# to numFmt in openxlsx::createStyle
format_openxlsx = "0.0000"
) |>
as_gt()
Adapting Great Tables
The gt
package provides a wide range of functions to adapt the style of the table created with as_gt
. For instance, opt_stylize
adds a pre-defined style to the entire table:
gt_tbl |>
gt::opt_stylize(style = 6,
color = 'gray')
When adapting the gt
object, there is an important detail to keep in mind: To ensure that each table spanner has a unique ID, tablespan
will create IDs that differ from the text shown in the spanner. To demonstrate this, Let’s assume that we want to add a spanner above Horse Power
and Weight
:
gt_tbl |>
gt::tab_spanner(label = "New Spanner",
spanners = c("Horse Power", "Weight"))
#> Error in `gt::tab_spanner()`:
#> ! One or more spanner ID(s) supplied in `spanners` (Horse Power and
#> Weight), for the new spanner with the ID `New Spanner` doesn't belong to any
#> existing spanners.
This will throw an error because the spanner IDs are different from the spanner labels. To get the spanner IDs, use gt::tab_info()
:
gt_tbl |>
gt::tab_info()
The IDs for the spanners can be found at the very bottom. To add another spanner above Horse Power
and Weight
, we have to use these IDs:
gt_tbl |>
gt::tab_spanner(label = "New Spanner",
spanners = c("__BASE_LEVEL__Horse Power",
"__BASE_LEVEL__Weight"))
References
- gt: Iannone R, Cheng J, Schloerke B, Hughes E, Lauer A, Seo J, Brevoort K, Roy O (2024). gt: Easily Create Presentation-Ready Display Tables. R package version 0.11.1.9000, https://github.com/rstudio/gt, https://gt.rstudio.com.
- expss: Gregory D et al. (2024). expss: Tables with Labels in R. R package version 0.9.31, https://gdemin.github.io/expss/.
- tables: Murdoch D (2024). tables: Formula-Driven Table Generation. R package version 0.9.31, https://dmurdoch.github.io/tables/.
- openxlsx: Schauberger P, Walker A (2023). openxlsx: Read, Write and Edit xlsx Files. R package version 4.2.5.2, https://ycphs.github.io/openxlsx/.