blob: 204d0c4484e020efca930a9cba731cc4b51dca58 [file] [log] [blame]
Hao Zhu6a076462017-03-01 12:59:01 -05001---
2title: "Create Awesome LaTeX Table with knitr::kable and kableExtra"
3author: "Hao Zhu"
4date: "`r Sys.Date()`"
5output:
6 pdf_document:
7 toc: true
8 toc_depth: 2
Hao Zhu014d6212017-08-07 04:20:23 +08009header-includes:
10 - \usepackage{booktabs}
11 - \usepackage{longtable}
12 - \usepackage{array}
13 - \usepackage{multirow}
14 - \usepackage[table]{xcolor}
15 - \usepackage{wrapfig}
Hao Zhu245931c2017-09-01 22:43:56 -040016 - \usepackage{float}
Hao Zhu65216052017-09-04 13:01:29 -040017 - \usepackage{colortbl}
18 - \usepackage{pdflscape}
19 - \usepackage{tabu}
20 - \usepackage{threeparttable}
Hao Zhu5e4dd502018-04-05 12:01:58 -040021 - \usepackage{threeparttablex}
Hao Zhuef0c8302018-01-12 13:30:20 -050022 - \usepackage[normalem]{ulem}
Hao Zhu5e4dd502018-04-05 12:01:58 -040023 - \usepackage{makecell}
Hao Zhu014d6212017-08-07 04:20:23 +080024vignette: >
25 %\VignetteIndexEntry{Create Awesome PDF Table with knitr::kable and kableExtra}
26 %\VignetteEngine{knitr::rmarkdown}
27 %\VignetteEncoding{UTF-8}
Hao Zhu6a076462017-03-01 12:59:01 -050028---
29
Hao Zhu6a1cbb52017-10-24 15:54:50 -040030\clearpage
31
Hao Zhue1be9602017-08-17 15:44:31 -040032> Please see the package [documentation site](http://haozhu233.github.io/kableExtra) for how to use this package in HTML and more.
Hao Zhu014d6212017-08-07 04:20:23 +080033
Hao Zhu6a076462017-03-01 12:59:01 -050034# Overview
Hao Zhu6107f372018-05-21 00:23:26 -040035The goal of `kableExtra` is to help you build common complex tables and manipulate table styles. It imports the pipe `%>%` symbol from `magrittr` and verbalizes all the functions, so basically you can add "layers" to a kable output in a way that is similar with `ggplot2` and `plotly`.
Hao Zhu6a076462017-03-01 12:59:01 -050036
Hao Zhu0a0e8332017-08-03 13:21:29 -040037To learn how to generate complex tables in LaTeX, please visit [http://haozhu233.github.io/kableExtra/awesome_table_in_html.html](http://haozhu233.github.io/kableExtra/awesome_table_in_html.html).
38
Hao Zhu6a076462017-03-01 12:59:01 -050039# Installation
Hao Zhu6a076462017-03-01 12:59:01 -050040```r
Hao Zhu74eb6ad2017-03-04 09:32:37 -050041install.packages("kableExtra")
42
Hao Zhu6a076462017-03-01 12:59:01 -050043# For dev version
Hao Zhuf9aa4c42017-05-22 15:53:35 -040044# install.packages("devtools")
Hao Zhu6a076462017-03-01 12:59:01 -050045devtools::install_github("haozhu233/kableExtra")
46```
Hao Zhuf9aa4c42017-05-22 15:53:35 -040047
Hao Zhu6a076462017-03-01 12:59:01 -050048# Getting Started
49Here we are using the first few columns and rows from dataset `mtcars`
50```{r}
51library(knitr)
52library(kableExtra)
53dt <- mtcars[1:5, 1:6]
54```
55
Hao Zhu6107f372018-05-21 00:23:26 -040056When you are using `kable()`, if you don't specify `format`, by default it will generate a markdown table and let pandoc handle the conversion from markdown to HTML/PDF. This is the most favorable approach to render most simple tables as it is format independent. If you switch from HTML to pdf, you basically don't need to change anything in your code. However, markdown doesn't support complex table. For example, if you want to have a double-row header table, markdown just cannot provide you the functionality you need. As a result, when you have such a need, you should **define `format` in `kable()`** as either "html" or "latex". *You can also define a global option at the beginning using `options(knitr.table.format = "latex")` so you don't repeat the step every time.* **In this tutorial, I’ll still put format="latex" in the function in
57case users just want to quickly replicate the results. In practice, you don't need to define those formats.**
58
59**Starting from `kableExtra` 0.9.0**, when you load this package (`library(kableExtra)`), `r text_spec("it will automatically set up the global option 'knitr.table.format' based on your current environment", bold = T, color = "red")`. Unless you are rendering a PDF, `kableExtra` will try to render a HTML table for you. **You no longer need to manually set either the global option or the `format` option in each `kable()` function**. I'm still including the explanation above here in this vignette so you can understand what is going on behind the scene. Note that this is only an global option. You can manually set any format in `kable()` whenever you want. I just hope you can enjoy a peace of mind in most of your time.
60
61You can disable this behavior by setting `options(kableExtra.auto_format = FALSE)` before you load `kableExtra`.
Hao Zhu6a076462017-03-01 12:59:01 -050062
63```{r}
Hao Zhu6107f372018-05-21 00:23:26 -040064# If you are using kableExtra < 0.9.0, you are recommended to set a global option first.
65# options(knitr.table.format = "latex")
Hao Zhu6a076462017-03-01 12:59:01 -050066## If you don't define format here, you'll need put `format = "latex"`
67## in every kable function.
68```
69
Hao Zhuc761ee52017-09-04 13:04:35 -040070## LaTeX packages used in this package
Hao Zhu65216052017-09-04 13:01:29 -040071If you are using a recent version of rmarkdown, you are recommended to load this package entirely via `library(kableExtra)` or `require(kableExtra)` because this package will load all necessary LaTeX packages, such as `booktabs` or `multirow`, for you automatically. Note that, if you are calling functions from `kableExtra` via `kableExtra::kable_styling()` or if you put `library(kableExtra)` in a separate R file that is **sourced** by the rmarkdown document, these packages won't be loaded. Furthermore, you can suppress this auto-loading behavior by setting a global option `kableExtra.latex.load_packages` to be `FALSE` before you load `kableExtra`.
72
Hao Zhub350b9f2017-09-04 13:07:57 -040073```{r, eval = FALSE}
Hao Zhu2e318eb2017-09-04 13:18:42 -040074# Not evaluated. Ilustration purpose
Hao Zhu5ece06e2018-01-19 23:18:02 -050075options(kableExtra.latex.load_packages = FALSE)
Hao Zhu2e318eb2017-09-04 13:18:42 -040076library(kableExtra)
Hao Zhu65216052017-09-04 13:01:29 -040077```
78
Hao Zhuce5ee412017-10-23 01:14:38 -040079If you are using R Sweave, beamer, R package vignette template, tufte or some customized rmarkdown templates, you can put the following meta data into the `yaml` section. If you are familar with LaTeX and you know what you are doing, feel free to remove unnecessary packages from the list.
Hao Zhu65216052017-09-04 13:01:29 -040080
Hao Zhuce5ee412017-10-23 01:14:38 -040081```
Hao Zhu65216052017-09-04 13:01:29 -040082header-includes:
83 - \usepackage{booktabs}
84 - \usepackage{longtable}
85 - \usepackage{array}
86 - \usepackage{multirow}
87 - \usepackage[table]{xcolor}
88 - \usepackage{wrapfig}
89 - \usepackage{float}
90 - \usepackage{colortbl}
91 - \usepackage{pdflscape}
92 - \usepackage{tabu}
93 - \usepackage{threeparttable}
Hao Zhu5e4dd502018-04-05 12:01:58 -040094 - \usepackage{threeparttablex}
Hao Zhuef0c8302018-01-12 13:30:20 -050095 - \usepackage[normalem]{ulem}
Hao Zhu5e4dd502018-04-05 12:01:58 -040096 - \usepackage{makecell}
Hao Zhu65216052017-09-04 13:01:29 -040097```
98
Hao Zhu6a076462017-03-01 12:59:01 -050099## Plain LaTeX
100Plain LaTeX table looks relatively ugly in 2017.
101```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400102# Again, with kableExtra >= 0.9.0, `format = "latex"` is automatically defined
103# when this package gets loaded. Otherwise, you still need to define formats
104kable(dt)
105# Same: kable(dt, "latex")
Hao Zhu6a076462017-03-01 12:59:01 -0500106```
107
Hao Zhu0a0e8332017-08-03 13:21:29 -0400108## LaTeX table with booktabs
Hao Zhu6107f372018-05-21 00:23:26 -0400109Similar to Bootstrap in HTML, in LaTeX, you can also use a trick to make your table look prettier as well. The different part is that, this time you don't need to pipe kable outputs to another function. Instead, you should call `booktabs = T` directly in `kable()`.
110
Hao Zhu6a076462017-03-01 12:59:01 -0500111```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400112kable(dt, "latex", booktabs = T)
Hao Zhu6a076462017-03-01 12:59:01 -0500113```
114
115# Table Styles
116`kable_styling` in LaTeX uses the same syntax and structure as `kable_styling` in HTML. However, instead of `bootstrap_options`, you should specify `latex_options` instead.
117
Hao Zhu0a0e8332017-08-03 13:21:29 -0400118## LaTeX options
Hao Zhu6a076462017-03-01 12:59:01 -0500119Similar with `bootstap_options`, `latex_options` is also a charter vector with a bunch of options including `striped`, `hold_position` and `scale_down`.
120
121### Striped
122Even though in the LaTeX world, people usually call it `alternative row colors` but here I'm using its bootstrap name for consistency. Note that to make it happen, LaTeX package `xcolor` is required to be loaded. In an environment like rmarkdown::pdf_document (rmarkdown 1.4.0 +), `kable_styling` will load it automatically if `striped` is enabled. However, in other cases, you probably need to import that package by yourself.
123```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400124kable(dt, "latex", booktabs = T) %>%
Hao Zhu6a076462017-03-01 12:59:01 -0500125 kable_styling(latex_options = "striped")
126```
127
Hao Zhu0a0e8332017-08-03 13:21:29 -0400128### Hold position
Hao Zhuf03decd2017-09-13 10:45:44 -0400129If you provide a table caption in `kable()`, it will put your LaTeX tabular in a `table` environment, unless you are using `longtable`. A `table` environment will automatically find the best place (it thinks) to put your table. However, in many cases, you do want your table to appear in a position you want it to be. In this case, you can use this `hold_position` options here.
Hao Zhu6a076462017-03-01 12:59:01 -0500130```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400131kable(dt, "latex", caption = "Demo table", booktabs = T) %>%
Hao Zhu6a076462017-03-01 12:59:01 -0500132 kable_styling(latex_options = c("striped", "hold_position"))
133```
134
Hao Zhu6107f372018-05-21 00:23:26 -0400135If you find `hold_position` is not powerful enough to literally PIN your table in the exact position, you may want to use `HOLD_position`, which is a more powerful version of this feature. For those who are familiar with LaTeX, `hold_position` uses `[!h]` and `HOLD_position` uses `[H]` and the `float` package.
Hao Zhuf03decd2017-09-13 10:45:44 -0400136
Hao Zhu6a076462017-03-01 12:59:01 -0500137### Scale down
Hao Zhu6107f372018-05-21 00:23:26 -0400138When you have a wide table that will normally go out of the page, and you want to scale down the table to fit the page, you can use the `scale_down` option here. Note that, if your table is too small, it will also scale up your table. It was named in this way only because scaling up isn't very useful in most cases.
Hao Zhu6a076462017-03-01 12:59:01 -0500139```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400140kable(cbind(dt, dt, dt), "latex", booktabs = T) %>%
Hao Zhu6a076462017-03-01 12:59:01 -0500141 kable_styling(latex_options = c("striped", "scale_down"))
142```
143```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400144kable(cbind(dt), "latex", booktabs = T) %>%
Hao Zhu6a076462017-03-01 12:59:01 -0500145 kable_styling(latex_options = c("striped", "scale_down"))
146```
147
Hao Zhu0a0e8332017-08-03 13:21:29 -0400148### Repeat header in longtable
Hao Zhu6107f372018-05-21 00:23:26 -0400149In `kableExtra` 0.3.0 or above, a new option `repeat_header` was introduced into `kable_styling`. It will add header rows to longtables spanning multiple pages. For table captions on following pages, it will append *"continued"* to the caption to differentiate. If you need texts other than *"(continued)"* (for example, other languages), you can specify it using `kable_styling(..., repeat_header_text = "xxx")`. If you want to completely replace the table caption instead of appending, you can specify it in the option `repeat_header_method`.
Hao Zhu6ff9d502017-06-13 17:13:03 -0400150```{r}
151long_dt <- rbind(mtcars, mtcars)
152
Hao Zhu6107f372018-05-21 00:23:26 -0400153kable(long_dt, "latex", longtable = T, booktabs = T, caption = "Longtable") %>%
Hao Zhu6ff9d502017-06-13 17:13:03 -0400154 add_header_above(c(" ", "Group 1" = 5, "Group 2" = 6)) %>%
155 kable_styling(latex_options = c("repeat_header"))
156```
157
Hao Zhu6a076462017-03-01 12:59:01 -0500158
Hao Zhu0a0e8332017-08-03 13:21:29 -0400159## Full width?
Hao Zhuf03decd2017-09-13 10:45:44 -0400160If you have a small table and you want it to spread wide on the page, you can try the `full_width` option. Unlike `scale_down`, it won't change your font size. You can use `column_spec`, which will be explained later, together with `full_width` to achieve the best result.
Hao Zhu6a076462017-03-01 12:59:01 -0500161```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400162kable(dt, "latex", booktabs = T) %>%
Hao Zhuf03decd2017-09-13 10:45:44 -0400163 kable_styling(full_width = T) %>%
164 column_spec(1, width = "8cm")
Hao Zhu6a076462017-03-01 12:59:01 -0500165```
166
167## Position
168Table Position only matters when the table doesn't have `full_width`. You can choose to align the table to `center` or `left` side of the page. The default value of position is `center`.
169
170Note that even though you can select to `right` align your table but the table will actually be centered. Somehow it is very difficult to right align a table in LaTeX (since it's not very useful in the real world?). If you know how to do it, please send out an issue or PR and let me know.
171```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400172kable(dt, "latex", booktabs = T) %>%
Hao Zhu6a076462017-03-01 12:59:01 -0500173 kable_styling(position = "center")
174```
175
176Becides these three common options, you can also wrap text around the table using the `float-left` or `float-right` options. Note that, like `striped`, this feature will load another non-default LaTeX package `wrapfig` which requires rmarkdown 1.4.0 +. If you rmarkdown version < 1.4.0, you need to load the package through a customed LaTeX template file.
177```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400178kable(dt, "latex", booktabs = T) %>%
Hao Zhu6a076462017-03-01 12:59:01 -0500179 kable_styling(position = "float_right")
180```
181Lorem ipsum dolor sit amet, consectetur adipiscing elit. Cras sit amet mauris in ex ultricies elementum vel rutrum dolor. Phasellus tempor convallis dui, in hendrerit mauris placerat scelerisque. Maecenas a accumsan enim, a maximus velit. Pellentesque in risus eget est faucibus convallis nec at nulla. Phasellus nec lacinia justo. Morbi fermentum, orci id varius accumsan, nibh neque porttitor ipsum, consectetur luctus risus arcu ac ex. Aenean a luctus augue. Suspendisse et auctor nisl. Suspendisse cursus ultrices quam non vulputate. Phasellus et pharetra neque, vel feugiat erat. Sed feugiat elit at mauris commodo consequat. Sed congue lectus id mattis hendrerit. Mauris turpis nisl, congue eget velit sed, imperdiet convallis magna. Nam accumsan urna risus, non feugiat odio vehicula eget.
182
183## Font Size
184If one of your tables is huge and you want to use a smaller font size for that specific table, you can use the `font_size` option.
185```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400186kable(dt, "latex", booktabs = T) %>%
Hao Zhu6a076462017-03-01 12:59:01 -0500187 kable_styling(font_size = 7)
188```
189
Hao Zhu0a0e8332017-08-03 13:21:29 -0400190# Column / Row Specification
191## Column spec
Hao Zhu6107f372018-05-21 00:23:26 -0400192When you have a table with lots of explanatory texts, you may want to specify the column width for different column, since the auto adjust in HTML may not work in its best way while basic LaTeX table is really bad at handling text wrapping. Also, sometimes, you may want to highlight a column (e.g., a "Total" column) by making it bold. In these scenarios, you can use `column_spec()`. You can find an example below.
Hao Zhu0a0e8332017-08-03 13:21:29 -0400193```{r}
194text_tbl <- data.frame(
195 Items = c("Item 1", "Item 2", "Item 3"),
196 Features = c(
197 "Lorem ipsum dolor sit amet, consectetur adipiscing elit. Proin vehicula tempor ex. Morbi malesuada sagittis turpis, at venenatis nisl luctus a. ",
198 "In eu urna at magna luctus rhoncus quis in nisl. Fusce in velit varius, posuere risus et, cursus augue. Duis eleifend aliquam ante, a aliquet ex tincidunt in. ",
199 "Vivamus venenatis egestas eros ut tempus. Vivamus id est nisi. Aliquam molestie erat et sollicitudin venenatis. In ac lacus at velit scelerisque mattis. "
200 )
201)
202
Hao Zhu6107f372018-05-21 00:23:26 -0400203kable(text_tbl, "latex", booktabs = T) %>%
Hao Zhu0a0e8332017-08-03 13:21:29 -0400204 kable_styling(full_width = F) %>%
Hao Zhua44e3752017-09-05 12:56:19 -0400205 column_spec(1, bold = T, color = "red") %>%
Hao Zhu0a0e8332017-08-03 13:21:29 -0400206 column_spec(2, width = "30em")
207```
208
209## Row spec
Hao Zhu6107f372018-05-21 00:23:26 -0400210Similar with `column_spec`, you can define specifications for rows. Currently, you can either bold or italicize an entire row. Note that, similar to other row-related functions in `kableExtra`, for the position of the target row, you don't need to count in header rows or the group labeling rows.
Hao Zhu0a0e8332017-08-03 13:21:29 -0400211
212```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400213kable(dt, "latex", booktabs = T) %>%
Hao Zhu0a0e8332017-08-03 13:21:29 -0400214 kable_styling("striped", full_width = F) %>%
Hao Zhuf70fba92017-09-07 17:53:40 -0400215 column_spec(7, border_left = T, bold = T) %>%
Hao Zhuef0c8302018-01-12 13:30:20 -0500216 row_spec(1, strikeout = T) %>%
Hao Zhuf03decd2017-09-13 10:45:44 -0400217 row_spec(3:5, bold = T, color = "white", background = "black")
Hao Zhu0a0e8332017-08-03 13:21:29 -0400218```
219
Hao Zhu6f362bb2017-10-23 23:21:38 -0400220## Header Rows
221One special case of `row_spec` is that you can specify the format of the header row via `row_spec(row = 0, ...)`.
222```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400223kable(dt, "latex", booktabs = T, align = "c") %>%
Hao Zhu6f362bb2017-10-23 23:21:38 -0400224 kable_styling(latex_options = "striped", full_width = F) %>%
225 row_spec(0, angle = 45)
226```
227
228
229
Hao Zhuce5ee412017-10-23 01:14:38 -0400230# Cell/Text Specification
Hao Zhu6107f372018-05-21 00:23:26 -0400231Function `cell_spec` is introduced in version 0.6.0 of `kableExtra`. Unlike `column_spec` and `row_spec`, **this function is designed to be used before the data.frame gets into the `kable` function**. Comparing with figuring out a list of 2 dimensional indexes for targeted cells, this design is way easier to learn and use, and it fits perfectly well with `dplyr`'s `mutate` and `summarize` functions. With this design, there are two things to be noted:
Hao Zhuce5ee412017-10-23 01:14:38 -0400232* Since `cell_spec` generates raw `HTML` or `LaTeX` code, make sure you remember to put `escape = FALSE` in `kable`. At the same time, you have to escape special symbols including `%` manually by yourself
233* `cell_spec` needs a way to know whether you want `html` or `latex`. You can specify it locally in function or globally via the `options(knitr.table.format = "latex")` method as suggested at the beginning. If you don't provide anything, this function will output as HTML by default.
234
235Currently, `cell_spec` supports features including bold, italic, monospace, text color, background color, align, font size & rotation angle. More features may be added in the future. Please see function documentations as reference.
236
237## Conditional logic
238It is very easy to use `cell_spec` with conditional logic. Here is an example.
Hao Zhu6f362bb2017-10-23 23:21:38 -0400239```{r, message=FALSE, warning=FALSE}
240library(dplyr)
Hao Zhuce5ee412017-10-23 01:14:38 -0400241mtcars[1:10, 1:2] %>%
242 mutate(
Hao Zhuce5ee412017-10-23 01:14:38 -0400243 car = row.names(.),
Hao Zhu6f362bb2017-10-23 23:21:38 -0400244 # You don't need format = "latex" if you have ever defined options(knitr.table.format)
245 mpg = cell_spec(mpg, "latex", color = ifelse(mpg > 20, "red", "blue")),
246 cyl = cell_spec(cyl, "latex", color = "white", align = "c", angle = 45,
Hao Zhuce5ee412017-10-23 01:14:38 -0400247 background = factor(cyl, c(4, 6, 8),
248 c("#666666", "#999999", "#BBBBBB")))
249 ) %>%
250 select(car, mpg, cyl) %>%
251 kable("latex", escape = F, booktabs = T, linesep = "")
252```
253
254## Visualize data with Viridis Color
Hao Zhu07305132017-10-24 15:41:49 -0400255This package also comes with a few helper functions, including `spec_color`, `spec_font_size` & `spec_angle`. These functions can rescale continuous variables to certain scales. For example, function `spec_color` would map a continuous variable to any [viridis color palettes](https://CRAN.R-project.org/package=viridisLite). It offers a very visually impactful representation in a tabular format.
Hao Zhuce5ee412017-10-23 01:14:38 -0400256
257```{r}
258iris[1:10, ] %>%
259 mutate_if(is.numeric, function(x) {
Hao Zhu6f362bb2017-10-23 23:21:38 -0400260 cell_spec(x, "latex", bold = T, color = spec_color(x, end = 0.9),
Hao Zhuce5ee412017-10-23 01:14:38 -0400261 font_size = spec_font_size(x))
262 }) %>%
263 mutate(Species = cell_spec(
Hao Zhu6f362bb2017-10-23 23:21:38 -0400264 Species, "latex", color = "white", bold = T,
Hao Zhuce5ee412017-10-23 01:14:38 -0400265 background = spec_color(1:10, end = 0.9, option = "A", direction = -1)
266 )) %>%
267 kable("latex", escape = F, booktabs = T, linesep = "", align = "c")
268```
269
270In the example above, I'm using the `mutate` functions from `dplyr`. You don't have to use it. Base R solutions like `iris$Species <- cell_spec(iris$Species, color = "red")` also works.
271
272## Text Specification
273If you check the results of `cell_spec`, you will find that this function does nothing more than wrapping the text with appropriate HTML/LaTeX formatting syntax. The result of this function is just a vector of character strings. As a result, when you are writing a `rmarkdown` document or write some text in shiny apps, if you need extra markups other than **bold** or *italic*, you may use this function to `r text_spec("color", color = "red")`, `r text_spec("change font size ", font_size = 16)` or `r text_spec("rotate", angle = 30)` your text.
274
Hao Zhu6f362bb2017-10-23 23:21:38 -0400275An aliased function `text_spec` is also provided for a more literal writing experience. The only difference is that in LaTeX, unless you specify `latex_background_in_cell = FALSE` (default is `TRUE`) in `cell_spec`, it will define cell background color as `\cellcolor{}`, which doesn't work outside of a table, while for `text_spec`, the default value for `latex_background_in_cell` is `FALSE`.
Hao Zhuce5ee412017-10-23 01:14:38 -0400276
277```{r}
278sometext <- strsplit(paste0(
Hao Zhu6290fdd2017-10-24 00:10:32 -0400279 "You can even try to make some crazy things like this paragraph. ",
Hao Zhu6a1cbb52017-10-24 15:54:50 -0400280 "It may seem like a useless feature right now but it's so cool ",
281 "and nobody can resist. ;)"
Hao Zhuce5ee412017-10-23 01:14:38 -0400282), " ")[[1]]
283text_formatted <- paste(
Hao Zhu6f362bb2017-10-23 23:21:38 -0400284 text_spec(sometext, "latex", color = spec_color(1:length(sometext), end = 0.9),
285 font_size = spec_font_size(1:length(sometext), begin = 5, end = 20)),
Hao Zhuce5ee412017-10-23 01:14:38 -0400286 collapse = " ")
287
288# To display the text, type `r text_formatted` outside of the chunk
289```
290`r text_formatted`
291
Hao Zhu0a0e8332017-08-03 13:21:29 -0400292# Grouped Columns / Rows
293## Add header rows to group columns
Hao Zhu6a076462017-03-01 12:59:01 -0500294Tables with multi-row headers can be very useful to demonstrate grouped data. To do that, you can pipe your kable object into `add_header_above()`. The header variable is supposed to be a named character with the names as new column names and values as column span. For your convenience, if column span equals to 1, you can ignore the `=1` part so the function below can be written as `add_header_above(c(" ", "Group 1" = 2, "Group 2" = 2, "Group 3" = 2)).
295```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400296kable(dt, "latex", booktabs = T) %>%
Hao Zhu6a076462017-03-01 12:59:01 -0500297 kable_styling() %>%
298 add_header_above(c(" " = 1, "Group 1" = 2, "Group 2" = 2, "Group 3" = 2))
299```
300
Hao Zhuce5ee412017-10-23 01:14:38 -0400301In fact, if you want to add another row of header on top, please feel free to do so. Also, since kableExtra 0.3.0, you can specify `bold` & `italic` as you do in `row_spec()`.
Hao Zhu6a076462017-03-01 12:59:01 -0500302```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400303kable(dt, "latex", booktabs = T) %>%
Hao Zhu00ba87c2017-08-01 12:42:58 -0400304 kable_styling(latex_options = "striped") %>%
Hao Zhu6a076462017-03-01 12:59:01 -0500305 add_header_above(c(" ", "Group 1" = 2, "Group 2" = 2, "Group 3" = 2)) %>%
306 add_header_above(c(" ", "Group 4" = 4, "Group 5" = 2)) %>%
Hao Zhu916c3662017-06-21 15:55:05 -0400307 add_header_above(c(" ", "Group 6" = 6), bold = T, italic = T)
Hao Zhu6a076462017-03-01 12:59:01 -0500308```
309
Hao Zhu0a0e8332017-08-03 13:21:29 -0400310## Group rows via labeling
311Sometimes we want a few rows of the table being grouped together. They might be items under the same topic (e.g., animals in one species) or just different data groups for a categorical variable (e.g., age < 40, age > 40). With the new function `group_rows()` in `kableExtra`, this kind of task can be completed in one line. Please see the example below. Note that when you count for the start/end rows of the group, you don't need to count for the header rows nor other group label rows. You only need to think about the row numbers in the "original R dataframe".
312```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400313kable(mtcars[1:10, 1:6], "latex", caption = "Group Rows", booktabs = T) %>%
Hao Zhu0a0e8332017-08-03 13:21:29 -0400314 kable_styling() %>%
315 group_rows("Group 1", 4, 7) %>%
316 group_rows("Group 2", 8, 10)
317```
318
319In case some users need it, you can define your own gapping spaces between the group labeling row and previous rows. The default value is `0.5em`.
320```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400321kable(dt, "latex", booktabs = T) %>%
Hao Zhu0a0e8332017-08-03 13:21:29 -0400322 group_rows("Group 1", 4, 5, latex_gap_space = "2em")
323```
324
Hao Zhuf03decd2017-09-13 10:45:44 -0400325If you prefer to build multiple groups in one step, you can use the short-hand `index` option. Basically, you can use it in the same way as you use `add_header_above`. However, since `group_row` only support one layer of grouping, you can't add multiple layers of grouping header as you can do in `add_header_above`.
326```{r, eval=FALSE}
Hao Zhu6107f372018-05-21 00:23:26 -0400327kable(mtcars[1:10, 1:6], "latex", caption = "Group Rows", booktabs = T) %>%
Hao Zhuf03decd2017-09-13 10:45:44 -0400328 kable_styling() %>%
329 group_rows(index=c(" " = 3, "Group 1" = 4, "Group 2" = 3))
330# Not evaluated. The code above should have the same result as the first example in this section.
331```
332
Hao Zhu23bde3a2018-03-28 16:00:55 -0400333Note that `kable` has a relatively special feature to handle `align` and it may bring troubles to you if you are not using it correctly. In the documentation of the `align` argument of `kable`, it says:
334
335> If `length(align) == 1L`, the string will be expanded to a vector of individual letters, e.g. `'clc'` becomes `c('c', 'l', 'c')`, **unless the output format is LaTeX**.
336
337For example,
338```{r, eval=F}
339kable(mtcars[1:2, 1:2], "latex", align = c("cl"))
340# \begin{tabular}{l|cl|cl} # Note the column alignment here
341# \hline
342# & mpg & cyl\\
343# ...
344```
345
Hao Zhu6107f372018-05-21 00:23:26 -0400346LaTeX, somehow shows surprisingly high tolerance on that, which is quite unusual. As a result, it won't throw an error if you are just using `kable` to make some simple tables. However, when you use `kableExtra` to make some advanced modification, it will start to throw some bugs. As a result, please try to form a habit of using a vector in the `align` argument for `kable` (tip: you can use `rep` function to replicate elements. For example, `c("c", rep("l", 10))`).
Hao Zhu23bde3a2018-03-28 16:00:55 -0400347
Hao Zhu0a0e8332017-08-03 13:21:29 -0400348## Row indentation
Hao Zhu6107f372018-05-21 00:23:26 -0400349Unlike `group_rows()`, which will insert a labeling row, sometimes we want to list a few sub groups under a total one. In that case, `add_indent()` is probably more appropriate.
Hao Zhu0a0e8332017-08-03 13:21:29 -0400350For advanced users, you can even define your own css for the group labeling.
351```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400352kable(dt, "latex", booktabs = T) %>%
Hao Zhu0a0e8332017-08-03 13:21:29 -0400353 add_indent(c(1, 3, 5))
354```
355
356## Group rows via multi-row cell
Hao Zhu6107f372018-05-21 00:23:26 -0400357Function `group_rows` is great for showing simple structural information on rows but sometimes people may need to show structural information with multiple layers. When it happens, you may consider using `collapse_rows` instead, which will put repeating cells in columns into multi-row cells.
Hao Zhu12b0ade2018-01-13 16:19:58 -0500358
Hao Zhu6107f372018-05-21 00:23:26 -0400359In LaTeX, `collapse_rows` adds some extra hlines to help differentiate groups. You can customize this behavior using the `latex_hline` argument. You can choose from `full` (default), `major` and `none`. Vertical alignment of cells is controlled by the `valign` option. You can choose from "top"(default), "middle" and "bottom".
Hao Zhu0a0e8332017-08-03 13:21:29 -0400360
361```{r}
362collapse_rows_dt <- data.frame(C1 = c(rep("a", 10), rep("b", 5)),
363 C2 = c(rep("c", 7), rep("d", 3), rep("c", 2), rep("d", 3)),
364 C3 = 1:15,
365 C4 = sample(c(0,1), 15, replace = TRUE))
Hao Zhu6107f372018-05-21 00:23:26 -0400366kable(collapse_rows_dt, "latex", booktabs = T, align = "c") %>%
Hao Zhu0a0e8332017-08-03 13:21:29 -0400367 column_spec(1, bold=T) %>%
Hao Zhu6107f372018-05-21 00:23:26 -0400368 collapse_rows(columns = 1:2, latex_hline = "major", valign = "top")
Hao Zhu0a0e8332017-08-03 13:21:29 -0400369```
370
Hao Zhu6107f372018-05-21 00:23:26 -0400371Right now, you can't automatically make striped rows based on collapsed rows but you can do it manually via the `extra_latex_after` option in `row_spec`. This feature is not officially supported. I'm only document it here if you want to give it a try.
Hao Zhu0a0e8332017-08-03 13:21:29 -0400372```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400373kable(collapse_rows_dt[-1], "latex", align = "c", booktabs = T) %>%
Hao Zhu0a0e8332017-08-03 13:21:29 -0400374 column_spec(1, bold = T, width = "5em") %>%
Hao Zhu6107f372018-05-21 00:23:26 -0400375 row_spec(c(1:7, 11:12) - 1, extra_latex_after = "\\rowcolor{gray!6}") %>%
376 collapse_rows(1, latex_hline = "none")
Hao Zhu0a0e8332017-08-03 13:21:29 -0400377```
378
Hao Zhu778b70a2018-04-02 12:21:17 -0400379When there are too many layers, sometimes the table can become too wide. You can choose to stack the first few layers by setting `row_group_label_position` to `stack`.
Hao Zhu23bde3a2018-03-28 16:00:55 -0400380
381
Hao Zhu778b70a2018-04-02 12:21:17 -0400382```{r}
383collapse_rows_dt <- expand.grid(
384 Country = sprintf('Country with a long name %s', c('A', 'B')),
385 State = sprintf('State %s', c('a', 'b')),
386 City = sprintf('City %s', c('1', '2')),
387 District = sprintf('District %s', c('1', '2'))
388) %>% arrange(Country, State, City) %>%
389 mutate_all(as.character) %>%
390 mutate(C1 = rnorm(n()),
391 C2 = rnorm(n()))
392
Hao Zhu6107f372018-05-21 00:23:26 -0400393kable(collapse_rows_dt, "latex",
Hao Zhu778b70a2018-04-02 12:21:17 -0400394 booktabs = T, align = "c", linesep = '') %>%
395 collapse_rows(1:3, row_group_label_position = 'stack')
396```
397
398To better distinguish different layers, you can format the each layer using `row_group_label_fonts`. You can also customize the hlines to better differentiate groups.
399
400```{r}
401row_group_label_fonts <- list(
402 list(bold = T, italic = T),
403 list(bold = F, italic = F)
404 )
Hao Zhu6107f372018-05-21 00:23:26 -0400405kable(collapse_rows_dt, "latex",
Hao Zhu778b70a2018-04-02 12:21:17 -0400406 booktabs = T, align = "c", linesep = '') %>%
407 column_spec(1, bold=T) %>%
408 collapse_rows(1:3, latex_hline = 'custom', custom_latex_hline = 1:3,
409 row_group_label_position = 'stack',
410 row_group_label_fonts = row_group_label_fonts)
411```
412
Hao Zhu0a0e8332017-08-03 13:21:29 -0400413# Table Footnote
Hao Zhu6a076462017-03-01 12:59:01 -0500414
Hao Zhu4f8eaa22018-01-11 16:14:25 -0500415> Now it's recommended to use the new `footnote` function instead of `add_footnote` to make table footnotes.
416
417Documentations for `add_footnote` can be found [here](http://haozhu233.github.io/kableExtra/legacy_features#add_footnote).
418
Hao Zhu6107f372018-05-21 00:23:26 -0400419There are four notation systems in `footnote`, namely `general`, `number`, `alphabet` and `symbol`. The last three types of footnotes will be labeled with corresponding marks while `general` won't be labeled. You can pick any one of these systems or choose to display them all for fulfilling the APA table footnotes requirements.
Hao Zhu6a076462017-03-01 12:59:01 -0500420```{r}
Hao Zhu4f8eaa22018-01-11 16:14:25 -0500421kable(dt, "latex", align = "c") %>%
422 kable_styling(full_width = F) %>%
423 footnote(general = "Here is a general comments of the table. ",
424 number = c("Footnote 1; ", "Footnote 2; "),
425 alphabet = c("Footnote A; ", "Footnote B; "),
426 symbol = c("Footnote Symbol 1; ", "Footnote Symbol 2")
427 )
Hao Zhu6a076462017-03-01 12:59:01 -0500428```
429
Hao Zhu6107f372018-05-21 00:23:26 -0400430You can also specify title for each category by using the `***_title` arguments. Default value for `general_title` is "Note: " and "" for the rest three. You can also change the order using `footnote_order`. You can even display footnote as chunk texts (default is as a list) using `footnote_as_chunk`. The font format of the titles are controlled by `title_format` with options including "italic" (default), "bold" and "underline".
Hao Zhu4f8eaa22018-01-11 16:14:25 -0500431
Hao Zhu6a076462017-03-01 12:59:01 -0500432```{r}
Hao Zhu4f8eaa22018-01-11 16:14:25 -0500433kable(dt, "latex", align = "c", booktabs = T) %>%
434 footnote(general = "Here is a general comments of the table. ",
435 number = c("Footnote 1; ", "Footnote 2; "),
436 alphabet = c("Footnote A; ", "Footnote B; "),
437 symbol = c("Footnote Symbol 1; ", "Footnote Symbol 2"),
438 general_title = "General: ", number_title = "Type I: ",
439 alphabet_title = "Type II: ", symbol_title = "Type III: ",
Hao Zhu6107f372018-05-21 00:23:26 -0400440 footnote_as_chunk = T, title_format = c("italic", "underline")
Hao Zhu4f8eaa22018-01-11 16:14:25 -0500441 )
Hao Zhu6a076462017-03-01 12:59:01 -0500442```
443
Hao Zhu6107f372018-05-21 00:23:26 -0400444If you need to add footnote marks in a table, you need to do it manually (no fancy) using `footnote_marker_***()`. Remember that similar with `cell_spec`, you need to tell this function whether you want it to do it in `HTML` (default) or `LaTeX`. You can set it for all using the `knitr.table.format` global option. Also, if you have ever used `footnote_marker_***()`, you need to put `escape = F` in your `kable` function to avoid escaping of special characters. Note that if you want to use these `footnote_marker` functions in `kableExtra` functions like `group_rows` (for the row label) or `add_header_above`, you need to set `double_escape = T` and `escape = F` in those functions. I'm trying to find other ways around. Please let me know if you have a good idea and are willing to contribute.
Hao Zhu6a076462017-03-01 12:59:01 -0500445
Hao Zhu6a076462017-03-01 12:59:01 -0500446```{r}
Hao Zhu4f8eaa22018-01-11 16:14:25 -0500447dt_footnote <- dt
448names(dt_footnote)[2] <- paste0(names(dt_footnote)[2],
449 # That "latex" can be eliminated if defined in global
450 footnote_marker_symbol(1, "latex"))
451row.names(dt_footnote)[4] <- paste0(row.names(dt_footnote)[4],
452 footnote_marker_alphabet(1))
453kable(dt_footnote, "latex", align = "c", booktabs = T,
454 # Remember this escape = F
455 escape = F) %>%
456 footnote(alphabet = "Footnote A; ",
457 symbol = "Footnote Symbol 1; ",
458 alphabet_title = "Type II: ", symbol_title = "Type III: ",
459 footnote_as_chunk = T)
Hao Zhu6a076462017-03-01 12:59:01 -0500460```
Hao Zhuf9aa4c42017-05-22 15:53:35 -0400461
Hao Zhu23bde3a2018-03-28 16:00:55 -0400462If your table footnote is very long, please consider to put your table in a `ThreePartTable` frame. Note that, in kableExtra version <= 0.7.0, we were using `threeparttable` but since kableExtra 0.8.0, we start to use `ThreePartTable` from `threeparttablex` instead. `ThreePartTable` supports both the `longtable` and `tabu` environments.
463
464```{r}
465kable(dt, "latex", align = "c", booktabs = T, caption = "s") %>%
466 footnote(general = "Here is a very very very very very very very very very very very very very very very very very very very very long footnote",
467 threeparttable = T)
468```
469
Hao Zhu0a0e8332017-08-03 13:21:29 -0400470# LaTeX Only Features
Hao Zhu5e4dd502018-04-05 12:01:58 -0400471## Linebreak processor
Hao Zhu6107f372018-05-21 00:23:26 -0400472Unlike in HTML, where you can use `<br>` at any time, in LaTeX, it's actually quite difficult to make a linebreak in a table. Therefore I created the `linebreak` function to facilitate this process. Please see the [Best Practice for Newline in LaTeX Table](http://haozhu233.github.io/kableExtra/best_practice_for_newline_in_latex_table.pdf) for details.
Hao Zhu5e4dd502018-04-05 12:01:58 -0400473
474```{r}
475dt_lb <- data.frame(
476 Item = c("Hello\nWorld", "This\nis a cat"),
477 Value = c(10, 100)
478)
479
480dt_lb %>%
481 mutate_all(linebreak) %>%
482 kable("latex", booktabs = T, escape = F,
483 col.names = linebreak(c("Item\n(Name)", "Value\n(Number)"), align = "c"))
484```
485
486At the same time, since `kableExtra 0.8.0`, all `kableExtra` functions that have some contents input (such as `footnote` or `group_rows`) will automatically convert `\n` to linebreaks for you in both LaTeX and HTML.
487
488
Hao Zhu0a0e8332017-08-03 13:21:29 -0400489## Table on a Landscape Page
Hao Zhu4278c632017-05-24 01:02:50 -0400490Sometimes when we have a wide table, we want it to sit on a designated landscape page. The new function `landscape()` can help you on that. Unlike other functions, this little function only serves LaTeX and doesn't have a HTML side.
491```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400492kable(dt, "latex", caption = "Demo Table (Landscape)[note]", booktabs = T) %>%
Hao Zhu4278c632017-05-24 01:02:50 -0400493 kable_styling(latex_options = c("hold_position")) %>%
494 add_header_above(c(" ", "Group 1[note]" = 3, "Group 2[note]" = 3)) %>%
495 add_footnote(c("This table is from mtcars",
496 "Group 1 contains mpg, cyl and disp",
497 "Group 2 contains hp, drat and wt"),
498 notation = "symbol") %>%
499 group_rows("Group 1", 4, 5) %>%
500 landscape()
501```
Hao Zhu4840bc92017-09-15 15:55:05 -0400502
503## Use LaTeX table in HTML or Word
Hao Zhu6107f372018-05-21 00:23:26 -0400504If you want to include a LaTeX rendered table in your HTML or Word document, or if you just want to save table as an image, you may consider using `kable_as_image()`. Note that this feature requires you to have [magick](https://github.com/ropensci/magick) installed (`install.packages("magick")`). Also, if you are planning to use it on Windows, you need to install [Ghostscript](https://www.ghostscript.com/). This feature may not work if you are using tinytex. If you are using tinytex, please consider using other alternatives to this function.
Hao Zhu4840bc92017-09-15 15:55:05 -0400505
506```{r, eval = F}
507# Not evaluated.
508
509# The code below will automatically include the image in the rmarkdown document
510kable(dt, "latex", booktabs = T) %>%
511 column_spec(1, bold = T) %>%
512 kable_as_image()
513
514# If you want to save the image locally, just provide a name
515kable(dt, "latex", booktabs = T) %>%
516 column_spec(1, bold = T) %>%
517 kable_as_image("my_latex_table")
518```
Hao Zhu6107f372018-05-21 00:23:26 -0400519
520# From other packages
521Since the structure of `kable` is relatively simple, it shouldn't be too difficult to convert HTML or LaTeX tables generated by other packages to a `kable` object and then use `kableExtra` to modify the outputs. If you are a package author, feel free to reach out to me and we can collaborate.
522
523## `tables`
524The latest version of [`tables`](https://cran.r-project.org/web/packages/tables/index.html) comes with a `toKable()` function, which is compatiable with functions in `kableExtra` (>=0.9.0).