如何使用plotly在散点图中同时应用颜色/形状/大小？

我正在尝试创建plotly一个散点图,它将同一系列的点区分为两个(或三个)美学 - 颜色,形状,大小.最终目标是能够使用三种美学中的任何一种通过图例打开/关闭点组.这适用于一种美学.

[已添加2016-06-20]扩展所需的互动行为:一旦显示图形,该想法就是能够通过点击任何一个图例来切换点组.例如(在下面的示例数据中),如果我y在图例中单击,它将隐藏/显示所有系列中的点#4,5和10.如果有点击A,则切换点#1,2和8.作为现实生活中的用例 - 考虑债券价格,横轴为成熟度,纵向为价格.债券的特点是原产国,信用评级和发行规模.因此,如果我点击信用评级"A",我希望隐藏所有A级问题,无论其大小和来源国家.目前,它们仅与评级相关的跟踪隐藏.反映其他属性(大小和国家/地区)的痕迹中的点仍然显示.鉴于下面的详细答案,我倾向于将此作为功能请求发布在plotly网站上.

我已经解决了这个问题plotly,但是如果这个行为可以在R的另一个包/库中实现,并且疼痛程度相对较低(意味着没有自定义JavaScript等),我也会接受这个问题. [结束编辑]

静态部分很容易完成,ggplot2但我无法重新创建plotly(用于交互性),甚至使用ggplotly().不确定是否有可能,但我想我会问.以下示例数据和代码.

(可能与使用R的2 +传说到plotly/plot.ly相关)

生成一些虚拟数据:

library(data.table)
library(plotly)
library(ggplot2)


DT <- data.table(
    x = c(1:10), y = 1:10/2,
    gr1 = c("A", "A", "B", "C", "D", "D", "B", "A", "E", "E"),
    gr2 = c("x", "x", "x", "y", "y", "z", "z", "x", "x", "y"),
    gr3 = c(1,2,2,1,3,4,1,2,2,1)
)

该ggplot()版本是这样的,而且我想plotly得到什么:

p <- ggplot(data = DT) + geom_point(aes(x = x, y = y, color = gr1, shape = gr2, size = gr3))
p

图例中有三组标准,这些点的颜色,形状和大小各不相同.

调用会ggplotly(p)产生一堆警告:

Warning messages:
1: In if (s == Inf) { :
  the condition has length > 1 and only the first element will be used
2: In if (s == Inf) { :
  the condition has length > 1 and only the first element will be used
3: In if (s == Inf) { :
  the condition has length > 1 and only the first element will be used
4: In if (s == Inf) { :
  the condition has length > 1 and only the first element will be used
5: In if (s == Inf) { :
  the condition has length > 1 and only the first element will be used
6: In if (s == Inf) { :
  the condition has length > 1 and only the first element will be used
7: In if (s == Inf) { :
  the condition has length > 1 and only the first element will be used
8: In if (s == Inf) { :
  the condition has length > 1 and only the first element will be used

并产生这个数字:

尝试使用plot_ly(),我得到以下内容:

plot_ly(data = DT, x = x, y = y, color = gr1, symbol = gr2, type = "scatter", mode = "markers", marker = list(size = 10 * gr3)) # size is multiplied by 10, in plotly it is in pixels

问题在图的中间最明显 - 而不是彩色十字架,有几种不同颜色的形状相互叠加.由于这是一个单点,我期待一个单一的彩色形状,如ggplot.在情节上,"颜色","符号"和"大小"参数是否会创建新的跟踪？

我还很新plotly,所以我可能会遗漏一些明显的东西.

以上是R 3.2.2在Windows下使用plotly_2.0.16和完成的ggplot2_2.0.0.

不幸的是,情节并没有自动给出这种行为.使用-但是,它可以通过单独指定的颜色,形状和每个点的大小进行足够简单colors =,size =和symbols =论据.这样可以控制点的绘制方式,但不能获得所需的图例.因此,我们showlegend = FALSE在主图中使用并通过添加三个(不可见)跟踪来构建图例,这些跟踪仅用于生成图例项.

请注意,我们需要在这里应用另一个技巧.要获得显示颜色或大小的图例,可以使用visible = "legendonly"创建图例条目的参数,而无需在图表上过度绘制额外点.但这不适用于形状.结合visible = "legendonly"与symbols =似乎有使图例中的错误项的错误.因此,要创建形状的图例条目,可以将它们绘制在远离平流层的位置,在这些位置它们将永远不可见(这里我使用x = y = 1e6)并设置x和y轴限制以保持这些观点.

DT <- data.table(
  x = c(1:10), y = 1:10/2,
  gr1 = as.factor(c("A", "A", "B", "C", "D", "D", "B", "A", "E", "E")),
  gr2 = as.factor(c("x", "x", "x", "y", "y", "z", "z", "x", "x", "y")),
  gr3 = c(1,2,2,1,3,4,1,2,2,1)
)
shapes <- c("circle", "square", "diamond","cross", "x","square-open","circle-open","diamond-open")
DT$shapes <- shapes[DT$gr1]
DT$col <- rainbow(3)[DT$gr2]
DT$size <- DT$gr3*10

plot_ly() %>%
  add_trace(data = DT, x = x, y = y, type = "scatter", mode = "markers", 
            color=gr2, colors=col,
            marker = list(size = size, symbol=shapes), showlegend=F) %>%
  add_trace(data = DT, x = x, y = y, type = "scatter",mode = "markers", 
            color= factor(gr2), colors=col, 
            visible="legendonly", showlegend=T, legendgroup="color",
            marker = list(size = 14)) %>%
  add_trace(data = DT, x = x, y = y, type = "scatter",mode = "markers", 
            color=factor(gr3), colors="#000000", 
            marker = list(size = size),
            visible="legendonly", showlegend=T, legendgroup="size") %>%
  add_trace(data = DT, x = 1e6, y = 1e6, type = "scatter", mode = "markers", 
            color=factor(gr1), colors="#000000", 
            marker = list(size=14, symbol=shapes),
            showlegend=T, legendgroup="shape") %>%
  layout(legend=list(traceorder="grouped+reversed", tracegroupgap =30),
         xaxis=list(range=c(0,12)),
         yaxis=list(range=c(0,6)))