15 Choropleth Mapping

Hands-On Exercise for Week 8

Author

KB

Published

June 17, 2023

(First Published: Jun 10, 2023)

15.1 Learning Outcome

We will learn how to plot functional and truthful choropleth maps by using an R package called tmap package.

15.2 Getting Started

15.2.1 Install and load the required R libraries

Install and load the the required R packages. The name and function of the new package that will be used for this exercise is as follow:

  • sf for handling geospatial data.
Show the code
pacman::p_load(sf, tmap, tidyverse)
Note

We will be using readr, tidyr and dplyr, which are part of tidyverse package

15.2.2 Import the data

Two data set will be used to create the choropleth map. They are:

  • Master Plan 2014 Subzone Boundary (Web) (i.e. MP14_SUBZONE_WEB_PL) in ESRI shapefile format. It can be downloaded at data.gov.sg This is a geospatial data. It consists of the geographical boundary of Singapore at the planning subzone level. The data is based on URA Master Plan 2014.

  • Singapore Residents by Planning Area / Subzone, Age Group, Sex and Type of Dwelling, June 2011-2020 in csv format (i.e. respopagesextod2011to2020.csv). This is an aspatial data fie. It can be downloaded at Department of Statistics, Singapore Although it does not contain any coordinates values, but it’s PA and SZ fields can be used as unique identifiers to geocode to MP14_SUBZONE_WEB_PL shapefile.

Import the simple feature (sf) data frame

We use the st_read() function of sf package to import MP14_SUBZONE_WEB_PL shapefile into R as a simple feature data frame called mpsz.

Show the code
mpsz <- st_read(dsn = "data/geospatial", 
                layer = "MP14_SUBZONE_WEB_PL")
Reading layer `MP14_SUBZONE_WEB_PL' from data source 
  `C:\Cabbie-UK\ISSS608\Hands-On_Ex\Hands-On_Ex08\data\geospatial' 
  using driver `ESRI Shapefile'
Simple feature collection with 323 features and 15 fields
Geometry type: MULTIPOLYGON
Dimension:     XY
Bounding box:  xmin: 2667.538 ymin: 15748.72 xmax: 56396.44 ymax: 50256.33
Projected CRS: SVY21

Let’s examine the content of mpsz

Show the code
mpsz
Simple feature collection with 323 features and 15 fields
Geometry type: MULTIPOLYGON
Dimension:     XY
Bounding box:  xmin: 2667.538 ymin: 15748.72 xmax: 56396.44 ymax: 50256.33
Projected CRS: SVY21
First 10 features:
   OBJECTID SUBZONE_NO       SUBZONE_N SUBZONE_C CA_IND      PLN_AREA_N
1         1          1    MARINA SOUTH    MSSZ01      Y    MARINA SOUTH
2         2          1    PEARL'S HILL    OTSZ01      Y          OUTRAM
3         3          3       BOAT QUAY    SRSZ03      Y SINGAPORE RIVER
4         4          8  HENDERSON HILL    BMSZ08      N     BUKIT MERAH
5         5          3         REDHILL    BMSZ03      N     BUKIT MERAH
6         6          7  ALEXANDRA HILL    BMSZ07      N     BUKIT MERAH
7         7          9   BUKIT HO SWEE    BMSZ09      N     BUKIT MERAH
8         8          2     CLARKE QUAY    SRSZ02      Y SINGAPORE RIVER
9         9         13 PASIR PANJANG 1    QTSZ13      N      QUEENSTOWN
10       10          7       QUEENSWAY    QTSZ07      N      QUEENSTOWN
   PLN_AREA_C       REGION_N REGION_C          INC_CRC FMEL_UPD_D   X_ADDR
1          MS CENTRAL REGION       CR 5ED7EB253F99252E 2014-12-05 31595.84
2          OT CENTRAL REGION       CR 8C7149B9EB32EEFC 2014-12-05 28679.06
3          SR CENTRAL REGION       CR C35FEFF02B13E0E5 2014-12-05 29654.96
4          BM CENTRAL REGION       CR 3775D82C5DDBEFBD 2014-12-05 26782.83
5          BM CENTRAL REGION       CR 85D9ABEF0A40678F 2014-12-05 26201.96
6          BM CENTRAL REGION       CR 9D286521EF5E3B59 2014-12-05 25358.82
7          BM CENTRAL REGION       CR 7839A8577144EFE2 2014-12-05 27680.06
8          SR CENTRAL REGION       CR 48661DC0FBA09F7A 2014-12-05 29253.21
9          QT CENTRAL REGION       CR 1F721290C421BFAB 2014-12-05 22077.34
10         QT CENTRAL REGION       CR 3580D2AFFBEE914C 2014-12-05 24168.31
     Y_ADDR SHAPE_Leng SHAPE_Area                       geometry
1  29220.19   5267.381  1630379.3 MULTIPOLYGON (((31495.56 30...
2  29782.05   3506.107   559816.2 MULTIPOLYGON (((29092.28 30...
3  29974.66   1740.926   160807.5 MULTIPOLYGON (((29932.33 29...
4  29933.77   3313.625   595428.9 MULTIPOLYGON (((27131.28 30...
5  30005.70   2825.594   387429.4 MULTIPOLYGON (((26451.03 30...
6  29991.38   4428.913  1030378.8 MULTIPOLYGON (((25899.7 297...
7  30230.86   3275.312   551732.0 MULTIPOLYGON (((27746.95 30...
8  30222.86   2208.619   290184.7 MULTIPOLYGON (((29351.26 29...
9  29893.78   6571.323  1084792.3 MULTIPOLYGON (((20996.49 30...
10 30104.18   3454.239   631644.3 MULTIPOLYGON (((24472.11 29...

Import Attribute Data

Next, we will import respopagsex2011to2020.csv file into RStudio and save the file into an R dataframe called popdata.

Show the code
popdata <- read_csv("data/aspatial/respopagesextod2011to2020.csv", show_col_types = F)

15.3 Data Preparation

Before a thematic map can be prepared, we will prepare a data table with year 2020 values. The data table should include the variables PA, SZ, YOUNG, ECONOMY ACTIVE, AGED, TOTAL, DEPENDENCY.

  • YOUNG: age group 0 to 4 until age groyup 20 to 24,

  • ECONOMY ACTIVE: age group 25-29 until age group 60-64,

  • AGED: age group 65 and above,

  • TOTAL: all age group, and

  • DEPENDENCY: the ratio between young and aged against economy active group

15.3.1 Data Wrangling

The following data wrangling and transformation functions will be used:

  • pivot_wider() of tidyr package, and

  • mutate(), filter(), group_by() and select() of dplyr package

Show the code
popdata2020 <- popdata %>%
  filter(Time == 2020) %>%
  group_by(PA, SZ, AG) %>%
  summarise(`POP` = sum(`Pop`)) %>%
  ungroup() %>%
  pivot_wider(names_from=AG, 
              values_from=POP) %>%
  mutate(YOUNG = rowSums(.[3:6])
         +rowSums(.[12])) %>%
mutate(`ECONOMY ACTIVE` = rowSums(.[7:11])+
rowSums(.[13:15]))%>%
mutate(`AGED`=rowSums(.[16:21])) %>%
mutate(`TOTAL`=rowSums(.[3:21])) %>%  
mutate(`DEPENDENCY` = (`YOUNG` + `AGED`)
/`ECONOMY ACTIVE`) %>%
  select(`PA`, `SZ`, `YOUNG`, 
       `ECONOMY ACTIVE`, `AGED`, 
       `TOTAL`, `DEPENDENCY`)

15.3.2 Join the attribute data and geospatial data

Before we can perform the geo-relational join, one extra step is required to convert the values in PA and SZ fields to uppercase. This is because the values of PA and SZ fields are made up of upper- and lowercase. On the other, hand the SUBZONE_N and PLN_AREA_N are in uppercase.

Show the code
popdata2020 <- popdata2020 %>%
  # convert the PA and SZ columns to uppercase
  mutate_at(.vars = vars(PA, SZ), 
          .funs = funs(toupper)) %>%
  filter(`ECONOMY ACTIVE` > 0)

Next, left_join() of dplyr is used to join the geographical data and attribute table using planning subzone name e.g. SUBZONE_N and SZ as the common identifier.

Show the code
mpsz_pop2020 <- left_join(mpsz, popdata2020,
                          by = c("SUBZONE_N" = "SZ"))
Things to learn from the codes

left_join() of dplyr package is used with mpsz simple feature data frame as the left data table is to ensure that the output will be a simple features data frame and the resulting table contains the geometry information inherited from mpsz.

We save a copy of the mpsz_pop2020 data frame before we start with the plots.

Show the code
write_rds(mpsz_pop2020, "data/rds/mpszpop2020.rds")

15.4 Choropleth Mapping Geospatial Data Using tmap

Two approaches can be used to prepare thematic map using tmap, they are:

  • Plotting a thematic map quickly by using qtm().

  • Plotting highly customisable thematic map by using tmap elements.

15.4.1 Plot a choropleth map quickly by using qtm()

The easiest and quickest to draw a choropleth map using tmap is using qtm(). It is concise and provides a good default visualisation in many cases.

Show the code
tmap_mode("plot")
qtm(mpsz_pop2020, 
    fill = "DEPENDENCY")

Things to learn from the codes
  • tmap_mode() with “plot” option is used to produce a static map. For interactive mode, “view” option should be used.

  • fill argument is used to map the attribute (i.e. DEPENDENCY)

15.4.2 Create a choropleth map by using tmap’s elements

Despite its usefulness of drawing a choropleth map quickly and easily, the disadvantge of qtm() is that it makes the aesthetics of individual layers harder to control. To draw a high quality cartographic choropleth map as shown in the figure below, tmap’s drawing elements should be used.

Show the code
tm_shape(mpsz_pop2020)+
  tm_fill("DEPENDENCY", 
          style = "quantile", 
          palette = "Blues",
          title = "Dependency ratio") +
  tm_layout(main.title = "Distribution of Dependency Ratio by planning subzone",
            main.title.position = "center",
            main.title.size = 1.2,
            legend.height = 0.45, 
            legend.width = 0.35,
            frame = TRUE) +
  tm_borders(alpha = 0.5) +
  tm_compass(type="8star", size = 2) +
  tm_scale_bar() +
  tm_grid(alpha =0.2) +
  tm_credits("Source: Planning Sub-zone boundary from Urban Redevelopment Authorithy (URA)\n and Population data from Department of Statistics DOS", 
             position = c("left", "bottom"))

In the following sub-sections, we will share the tmap functions that are used to plot these elements.

15.4.2.1 Draw a base map

The basic building block of tmap is tm_shape() followed by one or more layer elemments such as tm_fill() and tm_polygons().

In the codes below, tm_shape() is used to define the input data (i.e mpsz_pop2020) and tm_polygons() is used to draw the planning subzone polygons.

Show the code
tm_shape(mpsz_pop2020) +
  tm_polygons()

15.4.2.2 Draw a choropleth map using tm_polygons()

To draw a choropleth map showing the geographical distribution of a selected variable by planning subzone, we just need to assign the target variable such as Dependency to tm_polygons().

Show the code
tm_shape(mpsz_pop2020)+
  tm_polygons("DEPENDENCY")

Things to learn from the codes
  • The default interval binning used to draw the choropleth map is called “pretty”. A detailed discussion of the data classification methods supported by tmap will be provided below

  • The default colour scheme used is YlOrRd of ColorBrewer.

  • By default, Missing value will be shaded in grey.

15.4.2.3 Draw a choropleth map using tm_fill() and tm_border()

Actually, tm_polygons() is a wraper of tm_fill() and tm_border(). tm_fill() shades the polygons by using the default colour scheme and tm_borders() adds the borders of the shapefile onto the choropleth map.

We draws a choropleth map by using tm_fill() alone.

Show the code
tm_shape(mpsz_pop2020)+
  tm_fill("DEPENDENCY")

Notice that the planning subzones are shared according to the respective dependecy values

To add the boundary of the planning subzones, tm_borders() will be used as shown in the code chunk below.

Show the code
tm_shape(mpsz_pop2020)+
  tm_fill("DEPENDENCY") +
  tm_borders(lwd = 0.1,  alpha = 1)

Notice that light-gray border lines have been added on the choropleth map.

The alpha argument is used to define transparency number between 0 (totally transparent) and 1 (not transparent). By default, the alpha value of the col is used (normally 1).

Beside alpha argument, there are three other arguments for tm_borders(), they are:

  • col = border colour,

  • lwd = border line width. The default is 1, and

  • lty = border line type. The default is “solid”.

15.4.3 Data classification methods of tmap

Most choropleth maps employ some methods of data classification. The point of classification is to take a large number of observations and group them into data ranges or classes.

tmap provides a total ten data classification methods, namely: fixed, sd, equal, pretty (default), quantile, kmeans, hclust, bclust, fisher, and jenks.

To define a data classification method, the style argument of tm_fill() or tm_polygons() will be used.

15.4.3.1 Plot choropleth maps with built-in classification methods

The plot below shows a quantile data classification that used 5 classes.

Show the code
tm_shape(mpsz_pop2020)+
  tm_fill("DEPENDENCY",
          n = 5,
          style = "jenks") +
  tm_borders(alpha = 0.5)

The plot below uses the equal data classification method.

Show the code
tm_shape(mpsz_pop2020)+
  tm_fill("DEPENDENCY",
          n = 5,
          style = "equal") +
  tm_borders(alpha = 0.5)

Feel free to Explore!

Try to following:

  • prepare choropleth maps by using different classification methods supported by tmap and compare their differences.

  • prepare choropleth maps by using similar classification method but with different numbers of classes (i.e. 2, 6, 10, 20).

15.4.3.2 Plot choropleth map with custome break

For all the built-in styles, the category breaks are computed internally. In order to override these defaults, the breakpoints can be set explicitly by means of the breaks argument to the tm_fill(). It is important to note that, in tmap the breaks include a minimum and maximum. As a result, in order to end up with n categories, n+1 elements must be specified in the breaks option (the values must be in increasing order).

Before we get started, it is always a good practice to get some descriptive statistics on the variable before setting the break points. Code chunk below will be used to compute and display the descriptive statistics of DEPENDENCY field.

Show the code
summary(mpsz_pop2020$DEPENDENCY)
   Min. 1st Qu.  Median    Mean 3rd Qu.    Max.    NA's 
 0.1111  0.7147  0.7866  0.8585  0.8763 19.0000      92 

With reference to the results above, we set break point at 0.60, 0.70, 0.80, and 0.90. In addition, we also need to include a minimum and maximum, which we set at 0 and 100. Our breaks vector is thus c(0, 0.60, 0.70, 0.80, 0.90, 1.00).

Now, we will plot the choropleth map by using the codes.

Show the code
tm_shape(mpsz_pop2020)+
  tm_fill("DEPENDENCY",
          breaks = c(0, 0.60, 0.70, 0.80, 0.90, 1.00)) +
  tm_borders(alpha = 0.5)

15.4.4 Colour Scheme

tmap supports colour ramps either defined by the user or a set of predefined colour ramps from the RColorBrewer package.

15.4.4.1 Using ColourBrewer palette

To change the colour, we assign the preferred colour to palette argument of tm_fill().

Show the code
tm_shape(mpsz_pop2020)+
  tm_fill("DEPENDENCY",
          n = 6,
          style = "quantile",
          palette = "Blues") +
  tm_borders(alpha = 0.5)

Notice that the choropleth map is shaded in green.

To reverse the colour shading, add a “-” prefix.

Show the code
tm_shape(mpsz_pop2020)+
  tm_fill("DEPENDENCY",
          style = "quantile",
          palette = "-Greens") +
  tm_borders(alpha = 0.5)

15.4.5 Map Layouts

Map layout refers to the combination of all map elements into a cohensive map. Map elements include among others the objects to be mapped, the title, the scale bar, the compass, margins and aspects ratios. Colour settings and data classification methods covered in the previous section relate to the palette and break-points are used to affect how the map looks.

15.4.5.1 Map Legend

In tmap, several legend options are provided to change the placement, format and appearance of the legend.

Show the code
tm_shape(mpsz_pop2020)+
  tm_fill("DEPENDENCY", 
          style = "jenks", 
          palette = "Blues", 
          legend.hist = TRUE, 
          legend.is.portrait = TRUE,
          legend.hist.z = 0.1) +
  tm_layout(main.title = "Distribution of Dependency Ratio by Planning Subzone \n(Jenks classification)",
            main.title.position = "center",
            main.title.size = 1,
            legend.height = 0.45, 
            legend.width = 0.35,
            legend.outside = FALSE,
            legend.position = c("right", "bottom"),
            frame = FALSE) +
  tm_borders(alpha = 0.5)

15.4.5.2 Map style

tmap allows a wide variety of layout settings to be changed. They can be called by using tmap_style().

The code chunk below shows the classic style is used.

Show the code
tm_shape(mpsz_pop2020)+
  tm_fill("DEPENDENCY", 
          style = "quantile", 
          palette = "Greens") +
  tm_borders(alpha = 0.5) +
  tmap_style("classic")

15.4.5.3 Cartographic Furniture

Beside map style, tmap also also provides arguments to draw other map furniture such as compass, scale bar and grid lines.

In the codes below, tm_compass(), tm_scale_bar() and tm_grid() are used to add compass, scale bar and grid lines onto the choropleth map.

Show the code
tm_shape(mpsz_pop2020)+
  tm_fill("DEPENDENCY", 
          style = "quantile", 
          palette = "Blues",
          title = "Dependency Ratio") +
  tm_layout(main.title = "Distribution of Dependency Ratio \nby Planning Subzone",
            main.title.position = "center",
            main.title.size = 1.2,
            legend.height = 0.45, 
            legend.width = 0.35,
            frame = TRUE) +
  # for the borders of the polygon, with alpha = 0.5
  # there are arguments for colours, line width etc
  tm_borders(alpha = 0.5) +
  tm_compass(type="8star", size = 2) +
  tm_scale_bar(width = 0.15) +
  # control the features of the grid line
  tm_grid(lwd = 0.1, alpha = 0.2) +
  tm_credits("Source: Planning Sub-zone boundary from Urban Redevelopment Authorithy (URA)\n and Population data from Department of Statistics DOS", 
             position = c("left", "bottom"))

Use the codes to reset the default style.

Show the code
tmap_style("white")

15.4.6 Draw Small Multiple Choropleth Maps

Small multiple maps, also referred to as facet maps, are composed of many maps arrange side-by-side, and sometimes stacked vertically. Small multiple maps enable the visualisation of how spatial relationships change with respect to another variable, such as time.

In tmap, small multiple maps can be plotted in three ways:

  • by assigning multiple values to at least one of the asthetic arguments,

  • by defining a group-by variable in tm_facets(), and

  • by creating multiple stand-alone maps with tmap_arrange().

15.4.6.1 Assign multiple values to at least one of the aesthetic arguments

In this example, small multiple choropleth maps are created by defining ncols in tm_fill()

Show the code
tm_shape(mpsz_pop2020)+
  tm_fill(c("YOUNG", "AGED"),
          style = "equal", 
          palette = "Blues") +
  tm_layout(legend.position = c("right", "bottom")) +
  tm_borders(alpha = 0.5) +
  tmap_style("white")

In the following example, small multiple choropleth maps are created by assigning multiple values to at least one of the aesthetic arguments.

Show the code
tm_shape(mpsz_pop2020)+ 
  tm_polygons(c("DEPENDENCY","AGED"),
          style = c("equal", "quantile"), 
          palette = list("Blues","Greens")) +
  tm_layout(legend.position = c("right", "bottom"))

15.4.6.2 Define a group-by variable in tm_facets()

In this example, multiple small choropleth maps are created by using tm_facets().

Show the code
tm_shape(mpsz_pop2020) +
  tm_fill("DEPENDENCY",
          style = "quantile",
          palette = "Blues",
          thres.poly = 0) + 
  tm_facets(by="REGION_N",
            # THe allow each facet square to be scaled its frame
            # Setting it to FALSE will retain the original size as based on the SG map
            free.coords=TRUE,
            # Not to include neighbouring region
            drop.shapes=TRUE) +
  tm_layout(legend.show = FALSE,
            title.position = c("center", "center"), 
            title.size = 20) +
  tm_borders(alpha = 0.5)

15.4.6.3 Create multiple stand-alone maps with tmap_arrange()

In this example, multiple small choropleth maps are created by creating multiple stand-alone maps with tmap_arrange().

Show the code
youngmap <- tm_shape(mpsz_pop2020)+ 
  tm_polygons("YOUNG", 
              style = "quantile", 
              palette = "Blues")

agedmap <- tm_shape(mpsz_pop2020)+ 
  tm_polygons("AGED", 
              style = "quantile", 
              palette = "Blues")

tmap_arrange(youngmap, agedmap, asp=1, ncol=2)

15.4.7 Map Spatial Object Meeting a Selection Criterion

Instead of creating small multiple choropleth map, we can also use selection function to map spatial objects meeting the selection criterion.

Show the code
tm_shape(mpsz_pop2020[mpsz_pop2020$REGION_N=="CENTRAL REGION", ])+
  tm_fill("DEPENDENCY", 
          style = "quantile", 
          palette = "Blues", 
          legend.hist = TRUE, 
          legend.is.portrait = TRUE,
          legend.hist.z = 0.1) +
  tm_layout(legend.outside = TRUE,
            legend.height = 0.45, 
            legend.width = 5.0,
            legend.position = c("right", "bottom"),
            frame = FALSE) +
  tm_borders(alpha = 0.5)

15.5 Reference

15.5.1 All about tmap package

15.5.2 Geospatial data wrangling

15.5.3 Data wrangling

\(**That's\) \(all\) \(folks!**\)