UpSetPlot documentation

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This is another Python implementation of UpSet plots by Lex et al. [Lex2014]. UpSet plots are used to visualise set overlaps; like Venn diagrams but more readable. Documentation is at https://upsetplot.readthedocs.io.

This upsetplot library tries to provide a simple interface backed by an extensible, object-oriented design.

The basic input format is a pandas.Series containing counts corresponding to subset sizes, where each subset is an intersection of named categories. The index of the Series indicates which rows pertain to which categories, by having multiple boolean indices, like example in the following:

>>> from upsetplot import generate_counts
>>> example = generate_counts()
>>> example  
cat0   cat1   cat2
False  False  False      56
              True      283
       True   False    1279
              True     5882
True   False  False      24
              True       90
       True   False     429
              True     1957
Name: value, dtype: int64

Then:

>>> from upsetplot import plot
>>> plot(example)  
>>> from matplotlib import pyplot
>>> pyplot.show()  

makes:

http://upsetplot.readthedocs.io/en/latest/_images/sphx_glr_plot_generated_001.png

This plot shows the cardinality of every category combination seen in our data. The leftmost column counts items absent from any category. The next three columns count items only in cat1, cat2 and cat3 respectively, with following columns showing cardinalities for items in each combination of exactly two named sets. The rightmost column counts items in all three sets.

Rotation

We call the above plot style “horizontal” because the category intersections are presented from left to right. Vertical plots are also supported!

http://upsetplot.readthedocs.io/en/latest/_images/sphx_glr_plot_vertical_001.png

Distributions

Providing a DataFrame rather than a Series as input allows us to expressively plot the distribution of variables in each subset.

http://upsetplot.readthedocs.io/en/latest/_images/sphx_glr_plot_boston_001.png

Loading datasets

While the dataset above is randomly generated, you can prepare your own dataset for input to upsetplot. A helpful tool is from_memberships, which allows us to reconstruct the example above by indicating each data point’s category membership:

>>> from upsetplot import from_memberships
>>> example = from_memberships(
...     [[],
...      ['cat2'],
...      ['cat1'],
...      ['cat1', 'cat2'],
...      ['cat0'],
...      ['cat0', 'cat2'],
...      ['cat0', 'cat1'],
...      ['cat0', 'cat1', 'cat2'],
...      ],
...      data=[56, 283, 1279, 5882, 24, 90, 429, 1957]
... )
>>> example  
cat0   cat1   cat2
False  False  False      56
              True      283
       True   False    1279
              True     5882
True   False  False      24
              True       90
       True   False     429
              True     1957
dtype: int64

See also from_contents, another way to describe categorised data.

Installation

To install the library, you can use pip:

$ pip install upsetplot

Installation requires:

It should then be possible to:

>>> import upsetplot

in Python.

Why an alternative to py-upset?

Probably for petty reasons. It appeared py-upset was not being maintained. Its input format was undocumented, inefficient and, IMO, inappropriate. It did not facilitate showing plots of each subset’s distribution as in Lex et al’s work introducing UpSet plots. Nor did it include the horizontal bar plots illustrated there. It did not support Python 2. I decided it would be easier to construct a cleaner version than to fix it.

References

[Lex2014]Alexander Lex, Nils Gehlenborg, Hendrik Strobelt, Romain Vuillemot, Hanspeter Pfister, UpSet: Visualization of Intersecting Sets, IEEE Transactions on Visualization and Computer Graphics (InfoVis ‘14), vol. 20, no. 12, pp. 1983–1992, 2014. doi: doi.org/10.1109/TVCG.2014.2346248

Examples

Introductory examples for upsetplot.

Vertical orientation

This illustrates the effect of orientation=’vertical’.

  • _images/sphx_glr_plot_vertical_001.png
  • _images/sphx_glr_plot_vertical_002.png
from matplotlib import pyplot as plt
from upsetplot import generate_counts, plot

example = generate_counts()
plot(example, orientation='vertical')
plt.suptitle('A vertical plot')
plt.show()

plot(example, orientation='vertical', show_counts='%d')
plt.suptitle('A vertical plot with counts shown')
plt.show()

Total running time of the script: ( 0 minutes 0.646 seconds)

Gallery generated by Sphinx-Gallery

Plotting with generated data

This example illustrates basic plotting functionality using generated data.

  • _images/sphx_glr_plot_generated_001.png
  • _images/sphx_glr_plot_generated_002.png
  • _images/sphx_glr_plot_generated_003.png

Out:

cat0   cat1   cat2
False  False  False      56
              True      283
       True   False    1279
              True     5882
True   False  False      24
              True       90
       True   False     429
              True     1957
Name: value, dtype: int64

from matplotlib import pyplot as plt
from upsetplot import generate_counts, plot

example = generate_counts()
print(example)

plot(example)
plt.suptitle('Ordered by degree')
plt.show()

plot(example, sort_by='cardinality')
plt.suptitle('Ordered by cardinality')
plt.show()

plot(example, show_counts='%d')
plt.suptitle('With counts shown')
plt.show()

Total running time of the script: ( 0 minutes 0.732 seconds)

Gallery generated by Sphinx-Gallery

Above-average features in Boston

Explore above-average neighborhood characteristics in the Boston dataset.

Here we take some features correlated with house price, and look at the distribution of median house price when each of these features is above average.

The most correlated features are:

ZN
proportion of residential land zoned for lots over 25,000 sq.ft.
CHAS
Charles River dummy variable (= 1 if tract bounds river; 0 otherwise)
RM
average number of rooms per dwelling
DIS
weighted distances to five Boston employment centres
B
1000(Bk - 0.63)^2 where Bk is the proportion of blacks by town

This kind of dataset analysis may not be a practical use of UpSet, but helps to illustrate the UpSet.add_catplot() feature.

_images/sphx_glr_plot_boston_001.png
import pandas as pd
from sklearn.datasets import load_boston
from matplotlib import pyplot as plt
from upsetplot import UpSet

# Load the dataset into a DataFrame
boston = load_boston()
boston_df = pd.DataFrame(boston.data, columns=boston.feature_names)

# Get five features most correlated with median house value
correls = boston_df.corrwith(pd.Series(boston.target),
                             method='spearman').sort_values()
top_features = correls.index[-5:]

# Get a binary indicator of whether each top feature is above average
boston_above_avg = boston_df > boston_df.median(axis=0)
boston_above_avg = boston_above_avg[top_features]
boston_above_avg = boston_above_avg.rename(columns=lambda x: x + '>')

# Make this indicator mask an index of boston_df
boston_df = pd.concat([boston_df, boston_above_avg],
                      axis=1)
boston_df = boston_df.set_index(list(boston_above_avg.columns))

# Also give us access to the target (median house value)
boston_df = boston_df.assign(median_value=boston.target)

# UpSet plot it!
upset = UpSet(boston_df, subset_size='count', intersection_plot_elements=3)
upset.add_catplot(value='median_value', kind='strip', color='blue')
upset.add_catplot(value='AGE', kind='strip', color='black')
upset.plot()
plt.show()

Total running time of the script: ( 0 minutes 2.102 seconds)

Gallery generated by Sphinx-Gallery

Gallery generated by Sphinx-Gallery

API Reference

Plotting
upsetplot.plot(data, fig=None, **kwargs)[source]

Make an UpSet plot of data on fig

Parameters:
data : pandas.Series or pandas.DataFrame

Values for each set to plot. Should have multi-index where each level is binary, corresponding to set membership. If a DataFrame, sum_over must be a string or False.

fig : matplotlib.figure.Figure, optional

Defaults to a new figure.

kwargs

Other arguments for UpSet

Returns:
subplots : dict of matplotlib.axes.Axes

Keys are ‘matrix’, ‘intersections’, ‘totals’, ‘shading’

class upsetplot.UpSet(data, orientation='horizontal', sort_by='degree', sort_categories_by='cardinality', subset_size='legacy', sum_over=None, facecolor='black', with_lines=True, element_size=32, intersection_plot_elements=6, totals_plot_elements=2, show_counts='', sort_sets_by='deprecated')[source]

Manage the data and drawing for a basic UpSet plot

Primary public method is plot().

Parameters:
data : pandas.Series or pandas.DataFrame

Elements associated with categories (a DataFrame), or the size of each subset of categories (a Series). Should have MultiIndex where each level is binary, corresponding to category membership. If a DataFrame, sum_over must be a string or False.

orientation : {‘horizontal’ (default), ‘vertical’}

If horizontal, intersections are listed from left to right.

sort_by : {‘cardinality’, ‘degree’}

If ‘cardinality’, subset are listed from largest to smallest. If ‘degree’, they are listed in order of the number of categories intersected.

sort_categories_by : {‘cardinality’, None}

Whether to sort the categories by total cardinality, or leave them in the provided order.

subset_size : {‘auto’, ‘count’, ‘sum’}

Configures how to calculate the size of a subset. Choices are:

‘auto’

If data is a DataFrame, count the number of rows in each group, unless sum_over is specified. If data is a Series with at most one row for each group, use the value of the Series. If data is a Series with more than one row per group, raise a ValueError.

‘count’

Count the number of rows in each group.

‘sum’

Sum the value of the data Series, or the DataFrame field specified by sum_over.

Until version 0.4, the default is ‘legacy’ which uses sum_over to control this behaviour. From version 0.4, ‘auto’ will be default.

sum_over : str or None

If subset_size='sum' or 'auto', then the intersection size is the sum of the specified field in the data DataFrame. If a Series, only None is supported and its value is summed.

If subset_size='legacy', sum_over must be specified when data is a DataFrame. If False, the intersection plot will show the count of each subset. Otherwise, it shows the sum of the specified field.

facecolor : str

Color for bar charts and dots.

with_lines : bool

Whether to show lines joining dots in the matrix, to mark multiple categories being intersected.

element_size : float or None

Side length in pt. If None, size is estimated to fit figure

intersection_plot_elements : int

The intersections plot should be large enough to fit this many matrix elements.

totals_plot_elements : int

The totals plot should be large enough to fit this many matrix elements.

show_counts : bool or str, default=False

Whether to label the intersection size bars with the cardinality of the intersection. When a string, this formats the number. For example, ‘%d’ is equivalent to True.

sort_sets_by

Methods

add_catplot(self, kind[, value, elements]) Add a seaborn catplot over subsets when plot() is called.
make_grid(self[, fig]) Get a SubplotSpec for each Axes, accounting for label text width
plot(self[, fig]) Draw all parts of the plot onto fig or a new figure
plot_intersections(self, ax) Plot bars indicating intersection size
plot_matrix(self, ax) Plot the matrix of intersection indicators onto ax
plot_totals(self, ax) Plot bars indicating total set size
plot_shading  
add_catplot(self, kind, value=None, elements=3, **kw)[source]

Add a seaborn catplot over subsets when plot() is called.

Parameters:
kind : str

One of {“point”, “bar”, “strip”, “swarm”, “box”, “violin”, “boxen”}

value : str, optional

Column name for the value to plot (i.e. y if orientation=’horizontal’), required if data is a DataFrame.

elements : int, default=3

Size of the axes counted in number of matrix elements.

**kw : dict

Additional keywords to pass to seaborn.catplot().

Our implementation automatically determines ‘ax’, ‘data’, ‘x’, ‘y’ and ‘orient’, so these are prohibited keys in kw.

Returns:
None
make_grid(self, fig=None)[source]

Get a SubplotSpec for each Axes, accounting for label text width

plot(self, fig=None)[source]

Draw all parts of the plot onto fig or a new figure

Parameters:
fig : matplotlib.figure.Figure, optional

Defaults to a new figure.

Returns:
subplots : dict of matplotlib.axes.Axes

Keys are ‘matrix’, ‘intersections’, ‘totals’, ‘shading’

plot_intersections(self, ax)[source]

Plot bars indicating intersection size

plot_matrix(self, ax)[source]

Plot the matrix of intersection indicators onto ax

plot_totals(self, ax)[source]

Plot bars indicating total set size

Dataset loading and generation
upsetplot.from_contents(contents, data=None, id_column='id')[source]

Build data from category listings

Parameters:
contents : Mapping (or iterable over pairs) of strings to sets

Keys are category names, values are sets of identifiers (int or string).

data : DataFrame, optional

If provided, this should be indexed by the identifiers used in Python Documentation contents.

id_column : str, default=’id’

The column name to use for the identifiers in the output.

Returns:
DataFrame

data is returned with its index indicating category membership, including a column named according to id_column. If data is not given, the order of rows is not assured.

Notes

The order of categories in the output DataFrame is determined from Python Documentation contents, which may have non-deterministic iteration order.

Examples

>>> from upsetplot import from_contents
>>> contents = {'cat1': ['a', 'b', 'c'],
...             'cat2': ['b', 'd'],
...             'cat3': ['e']}
>>> from_contents(contents)  # doctest: +NORMALIZE_WHITESPACE
                  id
cat1  cat2  cat3
True  False False  a
      True  False  b
      False False  c
False True  False  d
      False True   e
>>> import pandas as pd
>>> contents = {'cat1': [0, 1, 2],
...             'cat2': [1, 3],
...             'cat3': [4]}
>>> data = pd.DataFrame({'favourite': ['green', 'red', 'red',
...                                    'yellow', 'blue']})
>>> from_contents(contents, data=data)  # doctest: +NORMALIZE_WHITESPACE
                   id favourite
cat1  cat2  cat3
True  False False   0     green
      True  False   1       red
      False False   2       red
False True  False   3    yellow
      False True    4      blue
upsetplot.from_memberships(memberships, data=None)[source]

Load data where each sample has a collection of category names

The output should be suitable for passing to UpSet or plot.

Parameters:
memberships : sequence of collections of strings

Each element corresponds to a data point, indicating the sets it is a member of. Each category is named by a string.

data : Series-like or DataFrame-like, optional

If given, the index of category memberships is attached to this data. It must have the same length as memberships. If not given, the series will contain the value 1.

Returns:
DataFrame or Series

data is returned with its index indicating category membership. It will be a Series if data is a Series or 1d numeric array. The index will have levels ordered by category names.

Examples

>>> from upsetplot import from_memberships
>>> from_memberships([
...     ['cat1', 'cat3'],
...     ['cat2', 'cat3'],
...     ['cat1'],
...     []
... ])  # doctest: +ELLIPSIS, +NORMALIZE_WHITESPACE
cat1   cat2   cat3
True   False  True     1
False  True   True     1
True   False  False    1
False  False  False    1
Name: ones, dtype: ...
>>> # now with data:
>>> import numpy as np
>>> from_memberships([
...     ['cat1', 'cat3'],
...     ['cat2', 'cat3'],
...     ['cat1'],
...     []
... ], data=np.arange(12).reshape(4, 3))  # doctest: +NORMALIZE_WHITESPACE
                   0   1   2
cat1  cat2  cat3
True  False True   0   1   2
False True  True   3   4   5
True  False False  6   7   8
False False False  9  10  11
upsetplot.generate_counts(seed=0, n_samples=10000, n_categories=3)[source]

Generate artificial counts corresponding to set intersections

Parameters:
seed : int

A seed for randomisation

n_samples : int

Number of samples to generate statistics over

n_categories : int

Number of categories (named “cat0”, “cat1”, …) to generate

Returns:
Series

Counts indexed by boolean indicator mask for each category.

See also

generate_samples
Generates a DataFrame of samples that these counts are derived from.
upsetplot.generate_samples(seed=0, n_samples=10000, n_categories=3)[source]

Generate artificial samples assigned to set intersections

Parameters:
seed : int

A seed for randomisation

n_samples : int

Number of samples to generate

n_categories : int

Number of categories (named “cat0”, “cat1”, …) to generate

Returns:
DataFrame

Field ‘value’ is a weight or score for each element. Field ‘index’ is a unique id for each element. Index includes a boolean indicator mask for each category.

Note: Further fields may be added in future versions.

See also

generate_counts
Generates the counts for each subset of categories corresponding to these samples.

Changelog

What’s new in version 0.3
  • Added from_contents to provide an alternative, intuitive way of specifying category membership of elements.
  • To improve code legibility and intuitiveness, sum_over=False was deprecated and a subset_size parameter was added. It will have better default handling of DataFrames after a short deprecation period.
  • generate_data has been replaced with generate_counts and generate_samples.
  • Fixed the display of the “intersection size” label on plots, which had been missing.
  • Trying to improve nomenclature, upsetplot now avoids “set” to refer to the top-level sets, which are now to be known as “categories”. This matches the intuition that categories are named, logical groupings, as opposed to “subsets”. To this end:
    • generate_counts (formerly generate_data) now names its categories “cat1”, “cat2” etc. rather than “set1”, “set2”, etc.
    • the sort_sets_by parameter has been renamed to sort_categories_by and will be removed in version 0.4.
What’s new in version 0.2.1
  • Return a Series (not a DataFrame) from from_memberships if data is 1-dimensional.
What’s new in version 0.2
  • Added from_memberships to allow a more convenient data input format.
  • plot and UpSet now accept a pandas.DataFrame as input, if the sum_over parameter is also given.
  • Added an add_catplot method to UpSet which adds Seaborn plots of set intersection data to show more than just set size or total.
  • Shading of subset matrix is continued through to totals.
  • Added a show_counts option to show counts at the ends of bar plots. (#5)
  • Defined _repr_html_ so that an UpSet object will render in Jupyter notebooks. (#36)
  • Fix a bug where an error was raised if an input set was empty.