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.
tablespan
builds on the awesome packages
openxlsx
and
gt
, which allows tables created with
tablespan
to be exported to the following formats:
To install tablespan
from CRAN use:
install.packages("tablespan")
The development version of tablespan
can be installed from GitHub
with:
library(remotes)
remotes::install_github("jhorzek/tablespan")
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.
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.
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 |
#> | ... | ... ... |
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 |
#> | ... | ... ... |
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 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)
While tablespan
provides limited styling options, some elements can be
adjusted. For example, we may want to print some elements in bold or
format numbers differently. In tablespan
, styling happens when
translating the table to an openxlsx
workbook with as_excel
. To this
end, tablespan
provides a styles
argument.
The easiest way to customize tables is to change the default color
scheme. The function tbl_styles
provides control over most elements in
the table, but in many cases style_color
may be sufficient. The
following creates a table with teal-colored backgrounds for the title,
header, and row names:
wb <- as_excel(tbl = tbl,
styles = style_color(primary_color = "#008080"))
# Save the workbook as an xlsx file:
# openxlsx::saveWorkbook(wb,
# file = "cars.xlsx",
# overwrite = TRUE)
Similarly, a dark background can be defined as follows:
wb <- as_excel(tbl = tbl,
styles = style_color(primary_color = "#000000"))
# Save the workbook as an xlsx file:
# openxlsx::saveWorkbook(wb,
# file = "cars.xlsx",
# overwrite = TRUE)
Let’s assume we want all mean_hp
values with a value openxlsx
:
bold <- openxlsx::createStyle(textDecoration = "bold")
Next, we create a cell style with tablespan
:
hp_ge_100 <- cell_style(rows = which(summarized_table$mean_hp >= 100),
colnames = "mean_hp",
style = bold,
gridExpand = FALSE)
Note that we specify the indices of the rows that we want to be in bold and the column name of the item.
Finally, we pass this style as part of a list to as_excel
:
# as_excel creates an openxlsx workbook
wb <- as_excel(tbl = tbl,
styles = tbl_styles(cell_styles = list(hp_ge_100)))
# Save the workbook as an xlsx file:
# openxlsx::saveWorkbook(wb,
# file = "cars.xlsx",
# overwrite = TRUE)
tablespan
also allows formatting specific data types. Let’s assume
that we want to round all doubles to 3 instead of the default 2 digits.
To this end, we use the create_data_styles
function, where we specify
(1) a function that checks for the data type we want to style (here
is.double
) and (2) a style for all columns that match that style:
double_style <- create_data_styles(double = list(test = is.double,
style = openxlsx::createStyle(numFmt = "0.000")))
wb <- as_excel(tbl = tbl, styles = tbl_styles(data_styles = double_style))
# Save the workbook as an xlsx file:
# openxlsx::saveWorkbook(wb,
# file = "cars.xlsx",
# overwrite = TRUE)
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
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"))
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 |
#> | ... ... |
- 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/.