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Today, data visualization is a hot topic as a direct result of the vast amount of data created every second. Transforming that data into information is a complex task for data visualization professionals, who, at the same time, try to understand the data and objectively transfer that understanding to others. This book is a set of practical recipes that strive to help the reader get a firm grasp of the area of data visualization using Python and its popular visualization and data libraries.
Python Data Visualization Cookbook will progress the reader from the point of installing and setting up a Python environment for data manipulation and visualization all the way to 3D animations using Python libraries. Readers will benefit from over 60 precise and reproducible recipes that guide the reader towards a better understanding of data concepts and the building blocks for subsequent and sometimes more advanced concepts.
Python Data Visualization Cookbook starts by showing you how to set up matplotlib and the related libraries that are required for most parts of the book, before moving on to discuss some of the lesser-used diagrams and charts such as Gantt Charts or Sankey diagrams. During the book, we go from simple plots and charts to more advanced ones, thoroughly explaining why we used them and how not to use them. As we go through the book, we will also discuss 3D diagrams. We will peep into animations just to show you what it takes to go into that area. Maps are irreplaceable for displaying geo-spatial data, so we also show you how to build them. In the last chapter, we show you how to incorporate matplotlib into different environments, such as a writing system, LaTeX, or how to create Gantt charts using Python.
This book will help those who already know how to program in Python to explore a new field – one of data visualization. As this book is all about recipes that explain how to do something, code samples are abundant, and they are followed by visual diagrams and charts to help you understand the logic and compare your own results with what is explained in the book.
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Cover Image by Gorkee Bhardwaj (<[email protected]>)
Author
Igor Milovanović
Reviewers
Tarek Amr
Simeone Franklin
Jayesh K. Gupta
Kostiantyn Kucher
Kenneth Emeka Odoh
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Igor Milovanović is an experienced developer with a strong background in Linux system and software engineering. He has skills in building scalable data-driven distributed software-rich systems.
He is an Evangelist for high-quality systems design who holds strong interests in software architecture and development methodologies. He is always persistent on advocating methodologies that promote high-quality software, such as test-driven development, one-step builds, and continuous integration.
He also possesses solid knowledge of product development. Having field experience and official training, he is capable of transferring knowledge and communication flow from business to developers and vice versa.
I am most grateful to my fiance for letting me spend endless hours on the work instead with her and for being an avid listener to my endless book monologues. I want to also thank my brother for always being my strongest supporter. I am thankful to my parents for letting me develop myself in various ways and become the person I am today.
I could not write this book without enormous energy from open source community that developed Python, matplotlib, and all libraries that we have used in this book. I owe the most to the people behind all these projects. Thank you.
Tarek Amr achieved his postgraduate degree in Data Mining and Information Retrieval from the University of East Anglia. He has about 10 years' experience in Software Development. He has been volunteering in Global Voices Online (GVO) since 2007, and currently he is the local ambassador of the Open Knowledge Foundation (OKFN) in Egypt. Words such as Open Data, Government 2.0, Data Visualisation, Data Journalism, Machine Learning, and Natural Language Processing are like music to his ears.
Tarek's Twitter handle is @gr33ndata and his homepage is http://tarekamr.appspot.com/.
Jayesh K. Gupta is the Lead Developer of Matlab Toolbox for Biclustering Analysis (MTBA). He is currently an undergraduate student and researcher at IIT Kanpur. His interests lie in the field of pattern recognition. His interests also lie in basic sciences, recognizing them as the means of analyzing patterns in nature. Coming to IIT, he realized how this analysis is being augmented by Machine Learning algorithms with various diverse applications. He believes that augmenting human thought with machine intelligence is one of the best ways to advance human knowledge. He is a long time technophile and a free-software Evangelist. He usually goes by the handle, rejuvyesh online. He is also an avid reader and his books can be checked out at Goodreads. Checkout his projects at Bitbucket and GitHub. For all links visit http://home.iitk.ac.in/~jayeshkg/. He can be contacted at <[email protected]>.
Kostiantyn Kucher was born in Odessa, Ukraine. He received his Master's degree in Computer Science from Odessa National Polytechnic University in 2012. He used Python as well as Matplotlib and PIL for Machine Learning and Image Recognition purposes.
Currently, Kostiantyn is a PhD student in Computer Science specializing in Information Visualization. He conducts his research under the supervision of Prof. Dr. Andreas Kerren with the ISOVIS group at the Computer Science Department of Linnaeus University (Växjö, Sweden).
Kenneth Emeka Odoh performs research on state of the art Data Visualization techniques. His research interest includes exploratory search where the users are guided to their search results using visual clues.
Kenneth is proficient in Python programming. He has presented a Python conference talk at Pycon, Finland in 2012 where he spoke about Data Visualization in Django to a packed audience.
He currently works as a Graduate Researcher at the University of Regina, Canada. He is a polyglot with experience in developing applications in C, C++, Python, and Java programming languages.
When Kenneth is not writing source codes, you can find him singing at the Campion College chant choir.
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The best data is the data that we can see and understand. As developers, we want to create and build the most comprehensive and understandable visualizations. It is not always simple; we need to find the data, read it, clean it, massage it, and then use the right tool to visualize it. This book explains the process of how to read, clean, and visualize the data into information with straight and simple (and not so simple) recipes.
How to read local data, remote data, CSV, JSON, and data from relational databases are all explained in this book.
Some simple plots can be plotted with a simple one-liner in Python using matplotlib, but doing more advanced charting requires knowledge of more than just Python. We need to understand the information theory and human perception aesthetics to produce the most appealing visualizations.
This book will explain some practices behind plotting with matplotlib in Python, statistics used, and usage examples for different charting features we should use in an optimal way.
This book is written and the code is developed on Ubuntu 12.03 using Python 2.7, IPython 0.13.2, virtualenv 1.9.1, matplotlib 1.2.1, NumPy 1.7.1, and SciPy 0.11.0.
Chapter 1, Preparing Your Working Environment, covers a set of installation recipes and advices on how to install the required Python packages and libraries on your platform.
Chapter 2, Knowing Your Data, introduces you to common data formats and how to read and write them, be it CSV, JSON, XSL, or relational databases.
Chapter 3, Drawing Your First Plots and Customizing Them, starts with drawing simple plots and covers some of the customization.
Chapter 4, More Plots and Customizations, follows up from previous chapter and covers more advanced charts and grid customization.
Chapter 5, Making 3D Visualizations, covers three-dimensional data visualizations such as 3D bars, 3D histograms, and also matplotlib animations.
Chapter 6, Plotting Charts with Images and Maps, covers image processing, projecting data onto maps, and creating CAPTCHA test images.
Chapter 7, Using Right Plots to Understand Data, covers explanations and recipes on some more advanced plotting techniques such as spectrograms and correlations.
Chapter 8, More on matplotlib Gems, covers a set of charts such as Gantt charts, box plots, and whisker plots, and also explains how to use LaTeX for rendering text in matplotlib.
For this book, you will need Python 2.7.3 or a later version installed on your operating system. This book was written using Ubuntu 12.03's Python default version (2.7.3).
Other software packages used in this book are IPython, which is an interactive Python environment that is very powerful, and flexible. This can be installed using package managers for Linux-based OSes or prepared installers for Windows and Mac OSes.
If you are new to Python installation and software installation in general, it is very much recommended to use prepackaged scientific Python distributions such as Anaconda, Enthought Python Distribution, or Python(X,Y).
Other required software mainly comprises of Python packages that are all installed using the Python installation manager, pip, which itself is installed using Python's easy_install setup tool.
Python Data Visualization Cookbook is for developers who already know about Python programming in general. If you have heard about data visualization but don't know where to start, this book will guide you from the start and help you understand data, data formats, data visualization, and how to use Python to visualize data.
You will need to know some general programming concepts, and any kind of programming experience will be helpful. However, the code in this book is explained almost line by line. You don't need math for this book; every concept that is introduced is thoroughly explained in plain English, and references are available for further interest in the topic.
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In this chapter, we will cover the following recipes:
This chapter introduces the reader to the essential tooling and installation and configuration of them. This is a necessary work and common base for the rest of the book. If you have never used Python for data and image processing and visualization, it is advised not to skip this chapter. Even if you do skip it, you can always return to this chapter in case you need to install some supporting tool or verify what version you need to support the current solution.
This chapter describes several ways of installing matplotlib and required dependencies under Linux.
We assume that you already have Linux (preferably Debian/Ubuntu or RedHat/SciLinux) installed and Python installed on it. Usually, Python is already installed on the mentioned Linux distributions and, if not, it is easily installable through standard means. We assume that Python 2.7+ Version is installed on your workstation.
Almost all code should work with Python 3.3+ Versions, but because most operating systems still deliver Python 2.7 (some even Python 2.6) we decided to write the Python 2.7 Version code. The differences are small, mainly in version of packages and some code (xrange should be substituted with range in Python 3.3+).
We also assume that you know how to use your OS package manager in order to install software packages and know how to use a terminal.
Build requirements must be satisfied before matplotlib can be built.
matplotlib requires NumPy, libpng, and freetype as build dependencies. In order to be able to build matplotlib from source, we must have installed NumPy. Here's how to do it:
Install NumPy (at least 1.4+, or 1.5+ if you want to use it with Python 3) from http://www.numpy.org/.
NumPy will provide us with data structures and mathematical functions for using it with large datasets. Python's default data structures such as tuples, lists, or dictionaries are great for insertions, deletions, and concatenation. NumPy's data structures support "vectorized" operations and are very efficient for use and for executions. They are implemented with Big Data in mind and rely on C implementations that allow efficient execution time.
SciPy, building on top of NumPy, is the de facto standard's scientific and numeric toolkit for Python comprising great selection of special functions and algorithms, most of them actually implemented in C and Fortran, coming from the well-known Netlib repository (see http://www.netlib.org).
Perform the following steps for installing NumPy:
If you are using RedHat or variation of this distribution (Fedora, SciLinux, or CentOS) you can use yum to perform same installation:
There are many ways one can install matplotlib and its dependencies: from source, from precompiled binaries, from OS package manager, and with prepackaged python distributions with built-in matplotlib.
Most probably the easiest way is to use your distribution's package manager. For Ubuntu that should be:
If you want to be on the bleeding edge, the best option is to install from source. This path comprises a few steps: Get the source, build requirements, and configure, compile, and install.
Download the latest source from code host www.github.com by following these steps:
Downloading the example code
You can download the example code files for all Packt books you have purchased from your account at http://www.packtpub.com. If you purchased this book elsewhere, you can visit http://www.packtpub.com/support and register to have the files e-mailed directly to you.
We use standard Python Distribution Utilities, known as Distutils, to install matplotlib from source code. This procedure requires us to previously install dependencies, as we already explained in the Getting ready section of this recipe. The dependencies are installed using the standard Linux packaging tools.
There are more optional packages that you might want to install depending on what your data visualization projects are about.
No matter what project you are working on, we recommend installing IPython—an Interactive Python shell that supports PyLab mode where you already have matplotlib and related packages, such as NumPy and SciPy, imported and ready to play with! Please refer to IPython's official site on how to install it and use it—it is, though, very straightforward.
If you are working on many projects simultaneously, or even just switching between them frequently, you'll find that having everything installed system-wide is not the best option and can bring problems in future on different systems (production) where you want to run your software. This is not a good time to find out that you are missing a certain package or have versioning conflicts between packages that are already installed on production system; hence, virtualenv.
virtualenv is an open source project started by Ian Bicking that enables a developer to isolate working environments per project, for easier maintenance of different package versions.
For example, you inherited legacy Django website based on Django 1.1 and Python 2.3, but at the same time you are working on a new project that must be written in Python 2.6. This is my usual case—having more than one required Python version (and related packages) depending on the project I am working on.
virtualenv enables me to easily switch to different environments and have the same package easily reproduced if I need to switch to another machine or to deploy software to a production server (or to a client's workstation).
To install virtualenv, you must have workable installation of Python and pip. Pip is a tool for installing and managing Python packages, and it is a replacement for easy install. We will use pip through most of this book for package management. Pip is easily installed, as root executes the following line in your terminal:
virtualenv by itself is really useful, but with the help of virtualenvwrapper, all this becomes easy to do and also easy to organize many virtual environments. See all the features at http://virtualenvwrapper.readthedocs.org/en/latest/#features.
By performing the following steps you can install the virtualenv and virtualenvwrapper tools:
Few useful and most frequently used commands are as follows:
The easiest way to get matplotlib on Mac OS X is to use prepackaged python distributions such as Enthought Python Distribution (EPD). Just go to the EPD site and download and install the latest stable version for your OS.
In case you are not satisfied with EPD or cannot use it for other reasons such as versions distributed with it, there is a manual (read: harder) way of installing Python, matplotlib, and its dependencies.
We will use the Homebrew project that eases installation of all software that Apple did not install on your OS, including Python and matplotlib. Under the hood, Homebrew is a set of Ruby and Git that automate download and installation. Following these instructions should get the installation working. First, we will install Homebrew, and then Python, followed by tools such as virtualenv, then dependencies for matplotlib (NumPy and SciPy), and finally matplotlib. Hold on, here we go.
After the command finishes, try running brew update or brew doctor to verify that installation is working properly.
Next, add the Homebrew directory to your system path, so the packages you install using Homebrew have greater priority than other versions. Open ~/.bash_profile (or /Users/[your-user-name]/.bash_profile) and add the following line to the end of file:This will also install any prerequisites required by Python.
Now, you need to update your path (add to the same line):Mountain Lion users will need to install the development version of SciPy (0.11) by executing the following line:
In this recipe, we will demonstrate how to install Python and start working with matplotlib installation. We assume Python was not previously installed.
There are two ways of installing matplotlib on Windows. The easier way is by installing prepackaged Python environments such as EPD, Anaconda and Python(x,y). This is the suggested way to install Python, especially for beginners.
The second way is to install everything using binaries of precompiled matplotlib and required dependencies. This is more difficult as you have to be careful about the versions of NumPy and SciPy you are installing, as not every version is compatible with the latest version of matplotlib binaries. The advantage in this is that you can even compile your particular versions of matplotlib or any library as to have the latest features, even if they are not provided by authors.
The suggested way of installing free or commercial Python scientific distributions is as easy as following the steps provided on the project's website.
If you just want to start using matplotlib and don't want to be bothered with Python versions and dependencies, you may want to consider using the Enthought Python Distribution (EPD). EPD contains prepackaged libraries required to work with matplotlib and all the required dependencies (SciPy, NumPy, IPython, and more).
As usual, we download Windows Installer (*.exe) that will install all the code we need to start using matplotlib and all recipes from this book.
There is also a free scientific project Python(x,y) (http://code.google.com/p/pythonxy/) for Windows 32-bit system that contains all dependencies resolved, and is an easy (and free!) way of installing matplotlib on Windows. Because Python(x,y) is compatible with Python modules installers, it can be easily extended with other Python libraries. No Python installation should be present on the system before installing Python(x,y).
Let me shortly explain how we would install matplotlib using precompiled Python, NumPy, SciPy, and matplotlib binaries. First, we download and install standard Python using official MSI Installer for our platform (x86 or x86-64). After that, download official binaries for NumPy and SciPy and install them first. When you are sure that NumPy and SciPy are properly installed, then we download the latest stable release binary for matplotlib and install it by following the official instructions.
Note that many examples are not included in the Windows installer. If you want to try the demos, download the matplotlib source and look in the examples subdirectory.
Python Imaging Library (PIL) enables image processing using Python, has an extensive file format support, and is powerful enough for image processing.
Some popular features of PIL are fast access to data, point operations, filtering, image resizing, rotation, and arbitrary affine transforms. For example, the histogram method allows us to get statistics about the images.
PIL can also be used for other purposes, such as batch processing, image archiving, creating thumbnails, conversion between image formats, and printing images.
PIL reads a large number of formats, while write support is (intentionally) restricted to the most commonly used interchange and presentation formats.
The easiest and most recommended way is to use your platform's package managers. For Debian/Ubuntu use the following commands:
This way we are satisfying all build dependencies using apt-get system but also installing the latest stable release of PIL. Some older versions of Ubuntu usually don't provide the latest releases.
On RedHat/SciLinux:
There is a good online handbook, specifically, for PIL. You can read it at http://www.pythonware.com/library/pil/handbook/index.htm, or download the PDF version from http://www.pythonware.com/media/data/pil-handbook.pdf.
There is also a PIL fork, Pillow, whose main aim is to fix installation issues. Pillow can be found at http://pypi.python.org/pypi/Pillow and it is easy to install.
On Windows, PIL can also be installed using a binary installation file. Install PIL in your Python site-packages by executing .exe from http://www.pythonware.com/products/pil/.
Now, if you want PIL used in virtual environment, manually copy the PIL.pth file and the PIL directory at C:\Python27\Lib\site-packages to your virtualenv site-packages directory.
