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Frequently Asked Questions about Using R in Displayr

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This article lists frequently asked questions about how to use R and what its capabilities are in Displayr. Questions range from basic to more technical in nature. 

General questions

Working with data

General questions

Where do I put the R script I use to format and analyze my data?

There isn't an "overall" or "master" R script for a document. In Displayr, you use R code to create individual Variable Sets, outputs (Calculations), and Data Sets. See How to Use R in Displayr. There are also many ways that you can modify and analyze data without using R code within Displayr that are processed more efficiently. You will need to assess what parts of your R code can be set up without R code, and with the remaining code, create the variable sets/outputs individually. Note that you will also need to modify your code to reference the data/items in Displayr vs the names in your original script, see How to Reference Different Items in Your Document in R.

How can I use an R script to do various things in my document?

In Displayr, you use R code to create individual Variable Sets, outputs (Calculations), and Data Sets. See How to Use R in Displayr. So you can do various things within an individual item, but not affect multiple items with a single script. Instead, you would use a QScript to automate creating and modifying multiple variables and /or outputs, see How to Use QScripts in Displayr. Note that QScripts can create and edit individual R-based items if desired.

How can I insert an R Output into my Report?

R Outputs in Displayr are called Calculations. You can insert a new R Output by clicking Calculation 26UI_Calculation.png > Custom Code in either the + menu in the Report tree (to make the output standalone) or the toolbar (to put on a Page). Note that many visualizations and analyses created via other features in the menu are also based on R code. You can check this by clicking the Show Advanced Options in the object inspector 26UI_ObjectInspector.png to see if there is an Edit R code button present. 

Why do I need to specify how many R variables to create?

R is used within individual items to perform calculations, so it doesn't have the ability to actually create a new variable object in the Data Sources tree. You need to manually create the R variable(s) via the menu, then use the R code to "fill" them with the appropriate values, see How to Create a Custom R Variable.

Can I use Shiny in Displayr?

Shiny is not compatible within Displayr for various technical reasons. Despite that, Displayr was created to build interactive data apps and dashboards, and thus has many of the same features available. For example, How to Use a Control Box as an Input for Calculations shows you how to create inputs users can modify to change the data used in analyses.

How do I get my R code to run automatically?

All R-based items will update automatically when the data they are dependent on is updated, and the item is accessed (i.e., a page that uses the data is loaded) or the document is Republished. However, you can also update an R item merely by referencing a variable that will be updated (even though you don't use it in your final output) or by adding it to a schedule, see How to Automatically Update R Outputs on a Schedule.

Why isn't my R code working as I expect?

Keep in mind that R works differently in Displayr compared to other programs. Given that, many times this has to do with how variables are referenced and the appropriate syntax for how data is structured. For example, R code uses the Labels of categories for Nominal variables and not the underlying Value. Also, referencing a cell in a single-column table is [row], multiple row/column table is [row, column], and multiple row/column/statistic table is [row, column, statistic]. These issues can be uncovered quickly in the Code Editor by hovering over a highlighted variable name in the R code to see what data is shown in the preview and by clicking on an item or cell in a table to automatically insert a reference to it in the code. If more troubleshooting is needed, there is an entire article that goes through How to Troubleshoot R Code in Displayr in more detail, as well as an article that explains Common Error Messages in R Code. There can also be issues with how variables are labeled when working with data using dplyr or tidyverse functions, see Why isn't my dplyr or tidyverse code working as expected? below.

Can I use my own functions or R package in Displayr?

Yes, you can create a Calculation 26UI_Calculation.png > Custom Code output for individual functions to be able to use those throughout the document, see How to Create Custom R Functions. If you have many custom functions you'd like to use and/or want to manage these similarly to an R package, you can make a "pseudo" package in Displayr. See How to Share Custom R Functions in Displayr for an outline of those methods. Note that if you need an open source package on CRAN to be installed, you can send a request to support@displayr.com.

What is the R Code - Data section in the object inspector?

The R Code - Data section appears in the object inspector 26UI_ObjectInspector.png when a user converts a Calculation 26UI_Calculation.png > Custom Code output directly into a Visualization or Specialty Table using the object inspector 26UI_ObjectInspector.png > Visualization button. The R Code - Data field is separate from the R Code that creates the final visualization. The Visualization's code is accessed via Show Advanced Options > R Code > Edit Code, which opens the Code Editor pane at the top.

 

Working with data

How can I read or save a csv to my computer?

Because Displayr uses a remote R server to process R code, see How R Works Differently in Displayr Compared to Other Programs. You cannot read or save data files to your computer directly using R. Most commonly, users will read/save the csv to their Displayr Cloud Drive, see How to Access the Displayr Cloud Drive Using R. Otherwise, you will need to write custom R code to access and possibly log in to whatever other remote server you need.

How do I access the values or labels of my Nominal (categorical) variable using R?

Nominal variables have a value assigned to each category in their Value Attributes (also known as a code frame). This is useful when you have variables that you may want to analyze as a number as well as a category (i.e., an Income variable where each income value is assigned a category like lower, middle, or higher). When you want to use the underlying values of a category in your R code, you cannot use the function  as.numeric() to get the actual values in the data of each category (this will give you the order of the categories in your tables). The easiest way to get those is to Duplicate the variable, change the Structure > Numeric, and use this new variable directly in your code to access the actual values assigned to each category for each case. If you prefer to do this via code, see below.

If you have renamed or combined categories on tables directly, you will first need to use the Combined Categories for Weighting automation to save a copy of the variable set with the combined and renamed categories. Next, manually assign a value to each category in the Value Attributes. Then you can use the code below to get the values you've manually assigned.

If you haven't renamed or combined any categories on tables directly, you can get the underlying values by accessing the values attribute and pulling off the value for each respondent using the category label:

attr(thevariable, "values")[as.character(thevariable)]

Why does my variable say "Question contains no data"?

You will see "Question contains no data" in tables using a custom R variable when:

  1. All the values are missing
  2. OR when your R code doesn't return values in the right format for the Structure of the variable.

For example, categorical variables (Nominal and Ordinal) created using R must return TRUE/FALSE values, numeric values, or a factor of categories. Thus, if your results are merely strings/character labels, these will not be converted correctly to categories, and you must use the factor() function to convert them. See How to Create a Custom R Variable or How to Create a New Variable Based on Other Variables Using R for more details.

Why can't I reference a row or column or value in my table?

There are a few things you can check when troubleshooting accessing data in your table:

  1. Be sure it's a table that can be subsetted (i.e., a drag and drop table or basic R table). If it is a table with custom formatting (using the CreateCustomTable() function) or one that is returned nicely formatted from an analysis (such as a Regression), you will need to access the data via attr(thetable, "ChartData").
  2. Be sure the syntax is correct table["RowName"] for a single-column table (one-dimensional), table["RowName", "ColumnName"] for a multi-row/column table (two-dimensional), and table["RowName", "ColumnName", "Statistic"] for a multi-row/column/statistic table. Leaving a name blank references all of the items for that dimension. You can also try clicking on the row/column/cell to insert the reference. If you have a table with nested columns or rows, you should use dimnames(thetable) to see what order the dimensions are in for you to reference inside the [].
  3. Be sure the names you are using in the code are spelled exactly as in the table (look for leading and trailing spaces).
  4. If the row or column is a Statistic (such as Column Sample Size) added via the Statistics > Below or Right, you have to access the Below or Right table in the metadata using the code attr(thetable, "Below") or attr(thetable, "Right") respectively.
  5. Sometimes, Rules put information in the CellText of a table (such as when column comparison results are shown to the right of Column %). These values are not accessible via R.

How can I reference my entire data set within R?

You cannot reference your entire data set in R in Displayr; see How R Works Differently in Displayr Compared to Other Programs. You have to reference variable sets by name directly in your code to be able to use them, see How to Reference Different Items in Your Document in R. This is because Displayr has to send the data along with the R code to our R servers for processing, and to send entire data sets would be too slow. If you want to perform an operation that loops across all the variables in your data set and modifies/creates lots of new variables, etc, you will want to write a custom QScript to do that, see How to Create a Custom QScript. 

How can I use R to modify one of my variables?

R cannot modify variables directly (though QScripts can for specific edits). You will need to create a custom R variable to create a modified copy of your variable(s).

When should I create an R variable versus creating a variable differently?

  • You need calculations that require statistical functions, more complex calculations, calculations on subgroups, or lots of data manipulation. That is, the built-in Math functions in JavaScript are more basic/akin to buttons on a calculator (i.e., there isn't an Average function).
  • You need to reference tables, combo boxes, controls, or other outputs in your Report.
  • You do not want your filter to become invalid if a new category appears in updated data for a variable that is used.
  • You're creating a filter that has logic that requires lots of intermediate calculations.
  • You need calculations that use data across all cases in your data set. JavaScript variables can do this, but it is just harder code to write and less efficient than R.
  • You have a million+ cases in your data set. JavaScript variables tend to be slower on data sets with millions of cases because they do not do vectorized operations like R.
  • You need to convert a variable with dates in a very custom date format into a Date/Time variable. However, if your date format is basic, you may be able to use JavaScript, see How to Create a Date Variable from a Categorical Variable Using JavaScript

When should I NOT create an R variable versus a different type of variable?

Because R items are processed on remote R servers, most times it's faster and more efficient to use other methods of creating variables. Creating tons of R variables in a document may even slow down the document. You should try to avoid creating an R variable when:

How do I get my data into R?

The easiest way to reference data in your Data Set or an item in your Report in R is by 1) clicking into the Code Editor 26UI_CodeEditor.png and 2) clicking on the output/variable/row/column/cell you want to reference, see How to Use Point and Click Inside R Code for a demo. There are also various syntax to use to reference items in your document, see How to Reference Different Items in Your Document in R.

When should I use R to customize my table versus a different method?

There are many options built in to format tables and create calculations on them, see How to Customize the Formatting of Tables in Displayr and How to Use Rules in Displayr. However, depending on your calculation or formatting needs, you may need to create a table with R code. See How to Select the Type of Table that is Right for You for a full list of functionality for the different table types. Notable use cases are below:

You may need to use the Table with Custom Formatting (which is R-based but has a menu with basic options) if you need to:

  • Select rows or columns in a table based on a combo box or other control, and do basic data/row/column manipulations.
  • Hide all the row or column headers.
  • Align the table with items on the page.
  • Set specific column widths.
  • Change the alignment of headers and cells.

In addition to the features above, you may need to create a table from scratch using Displayr's CreateCustomTable() function in R if you need to do any of the following (all customizations are listed here):

  • Dynamically change formatting on a cell-by-cell, row-by-row, column-by-column basis. This could be font styling and colors based on values (or other things) in the table. Note, there are rules to highlight cells in drag and drop tables, but the logic for highlighting is usually pretty basic.
  • Combine separate tables with different data types (i.e., text values & percentages) or statistics (i.e., percentage from one table and count from another).
  • Include bullets, links, or images in your table. This includes aligning images with bars on a graph or other items on a page.

Note that the downside to working with these tables is that they work with one statistic, don't show stat testing unless you write code for it, and have limited span functionality.

What is the best way to create a customized table using R?

Basic R tables (data.frames or matrices that you create via R code) offer cell formatting like drag and drop tables, and some table rules can be applied. If you are looking for a more dynamic or polished look, Displayr's CreateCustomTable() function is the best balance of having easier syntax while still offering a ton of features and customizations (see the section above for a few examples). This function was also created by the Displayr team, so our Support team is able to offer more coding support for it than other packages. That said, there are a couple of other examples of using DT, formattable, and creating an html table within R, but the code is a bit more complex.

Why isn't my dplyr or tidyverse code working as expected?

The most common reason why dplyr or tidyverse functions may not work as expected is when variable names from your data set match column headers/variables in the data used in those functions. For example, you have a variable id in your data set, and you use group_by(id) in your R code. When you create a data.frame of variables to analyze using those packages, you will need to ensure the column names in the data set you use do not match any variable names in your data set, such as thedata = data.frame(theid=id).

When should I use a data.frame versus a matrix in R?

There is more detail about this in How to Work with Data in R, but some reasons to use a data.frame over a matrix when coding are:

  1. You can combine data of different formats - i.e., percentages and counts or text and numbers.
  2. You can create new variables using the $ syntax instead of having to use the cbind function (which can sometimes mess up the data formatting).
  3. You can reference variables using the $ and [] syntax.

How can I access other metadata about an output or variable, such as the variable set name used in a table, stat testing results shown in a table, a variable's underlying code frame (values and labels), and a raw table of data from a nicely formatted output?

Variables and most outputs in Displayr include metadata along with them. These are listed as attributes of the item. To see all the metadata available, you can use the code str(youritem) inside of a Calculation 26UI_Calculation.png > Custom Code. You can use the code attr(youritem, "the attribute") or something similar to pull off the metadata that you want. The article How to Extract Information From an Item Using R goes into more detail on how to do this. 

 

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How to Use R-based Analysis Tools in Displayr

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