blob: 5be96212f40083855738d54f472d4cf59070b3a0 [file] [log] [blame]
Hao Zhu014d6212017-08-07 04:20:23 +08001---
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
9header-includes:
10 - \usepackage{booktabs}
11 - \usepackage{longtable}
12 - \usepackage{array}
13 - \usepackage{multirow}
14 - \usepackage[table]{xcolor}
15 - \usepackage{wrapfig}
Hao Zhu53e240f2017-09-04 20:04:29 -040016 - \usepackage{float}
17 - \usepackage{colortbl}
18 - \usepackage{pdflscape}
19 - \usepackage{tabu}
20 - \usepackage{threeparttable}
Hao Zhu5e4dd502018-04-05 12:01:58 -040021 - \usepackage{threeparttablex}
Hao Zhub9da01c2018-01-14 21:01:57 -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}
28---
29
Hao Zhu6a1cbb52017-10-24 15:54:50 -040030\clearpage
31
Hao Zhu53e240f2017-09-04 20:04:29 -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
34# Overview
Hao Zhudda2f722018-05-21 00:38:11 -040035\begin{wrapfigure}{r}{0.2\textwidth}\centering
36 \includegraphics{kableExtra_sm.png}
37\end{wrapfigure}
Hao Zhu6107f372018-05-21 00:23:26 -040038The 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 Zhu014d6212017-08-07 04:20:23 +080039
40To 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).
41
42# Installation
43```r
44install.packages("kableExtra")
45
46# For dev version
47# install.packages("devtools")
48devtools::install_github("haozhu233/kableExtra")
49```
50
51# Getting Started
52Here we are using the first few columns and rows from dataset `mtcars`
53```{r}
54library(knitr)
55library(kableExtra)
56dt <- mtcars[1:5, 1:6]
57```
58
Hao Zhu6107f372018-05-21 00:23:26 -040059When 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
60case users just want to quickly replicate the results. In practice, you don't need to define those formats.**
61
62**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.
63
64You can disable this behavior by setting `options(kableExtra.auto_format = FALSE)` before you load `kableExtra`.
Hao Zhu014d6212017-08-07 04:20:23 +080065
66```{r}
Hao Zhu6107f372018-05-21 00:23:26 -040067# If you are using kableExtra < 0.9.0, you are recommended to set a global option first.
68# options(knitr.table.format = "latex")
Hao Zhu014d6212017-08-07 04:20:23 +080069## If you don't define format here, you'll need put `format = "latex"`
70## in every kable function.
71```
72
Hao Zhu53e240f2017-09-04 20:04:29 -040073## LaTeX packages used in this package
74If 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`.
75
76```{r, eval = FALSE}
77# Not evaluated. Ilustration purpose
Hao Zhu5e4dd502018-04-05 12:01:58 -040078options(kableExtra.latex.load_packages = FALSE)
Hao Zhu53e240f2017-09-04 20:04:29 -040079library(kableExtra)
80```
81
Hao Zhu6107f372018-05-21 00:23:26 -040082If 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 Zhu53e240f2017-09-04 20:04:29 -040083
Hao Zhu6290fdd2017-10-24 00:10:32 -040084```
Hao Zhu53e240f2017-09-04 20:04:29 -040085header-includes:
86 - \usepackage{booktabs}
87 - \usepackage{longtable}
88 - \usepackage{array}
89 - \usepackage{multirow}
90 - \usepackage[table]{xcolor}
91 - \usepackage{wrapfig}
92 - \usepackage{float}
93 - \usepackage{colortbl}
94 - \usepackage{pdflscape}
95 - \usepackage{tabu}
96 - \usepackage{threeparttable}
Hao Zhu5e4dd502018-04-05 12:01:58 -040097 - \usepackage{threeparttablex}
Hao Zhub9da01c2018-01-14 21:01:57 -050098 - \usepackage[normalem]{ulem}
Hao Zhu5e4dd502018-04-05 12:01:58 -040099 - \usepackage{makecell}
Hao Zhu53e240f2017-09-04 20:04:29 -0400100```
101
Hao Zhu014d6212017-08-07 04:20:23 +0800102## Plain LaTeX
103Plain LaTeX table looks relatively ugly in 2017.
104```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400105# Again, with kableExtra >= 0.9.0, `format = "latex"` is automatically defined
106# when this package gets loaded. Otherwise, you still need to define formats
107kable(dt)
108# Same: kable(dt, "latex")
Hao Zhu014d6212017-08-07 04:20:23 +0800109```
110
111## LaTeX table with booktabs
Hao Zhu6107f372018-05-21 00:23:26 -0400112Similar 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()`.
113
Hao Zhu014d6212017-08-07 04:20:23 +0800114```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400115kable(dt, "latex", booktabs = T)
Hao Zhu014d6212017-08-07 04:20:23 +0800116```
117
118# Table Styles
119`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.
120
121## LaTeX options
122Similar with `bootstap_options`, `latex_options` is also a charter vector with a bunch of options including `striped`, `hold_position` and `scale_down`.
123
124### Striped
125Even 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.
126```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400127kable(dt, "latex", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800128 kable_styling(latex_options = "striped")
129```
130
131### Hold position
Hao Zhu4840bc92017-09-15 15:55:05 -0400132If 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 Zhu014d6212017-08-07 04:20:23 +0800133```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400134kable(dt, "latex", caption = "Demo table", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800135 kable_styling(latex_options = c("striped", "hold_position"))
136```
137
jjchern3dca6f42018-04-24 17:53:50 -0500138If 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 Zhu4840bc92017-09-15 15:55:05 -0400139
Hao Zhu014d6212017-08-07 04:20:23 +0800140### Scale down
jjchern3dca6f42018-04-24 17:53:50 -0500141When 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 Zhu014d6212017-08-07 04:20:23 +0800142```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400143kable(cbind(dt, dt, dt), "latex", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800144 kable_styling(latex_options = c("striped", "scale_down"))
145```
146```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400147kable(cbind(dt), "latex", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800148 kable_styling(latex_options = c("striped", "scale_down"))
149```
150
151### Repeat header in longtable
jjchern3dca6f42018-04-24 17:53:50 -0500152In `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 Zhu014d6212017-08-07 04:20:23 +0800153```{r}
154long_dt <- rbind(mtcars, mtcars)
155
Hao Zhu6107f372018-05-21 00:23:26 -0400156kable(long_dt, "latex", longtable = T, booktabs = T, caption = "Longtable") %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800157 add_header_above(c(" ", "Group 1" = 5, "Group 2" = 6)) %>%
158 kable_styling(latex_options = c("repeat_header"))
159```
160
161
162## Full width?
Hao Zhu4840bc92017-09-15 15:55:05 -0400163If 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 Zhu014d6212017-08-07 04:20:23 +0800164```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400165kable(dt, "latex", booktabs = T) %>%
Hao Zhu4840bc92017-09-15 15:55:05 -0400166 kable_styling(full_width = T) %>%
167 column_spec(1, width = "8cm")
Hao Zhu014d6212017-08-07 04:20:23 +0800168```
169
170## Position
171Table 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`.
172
173Note 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.
174```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400175kable(dt, "latex", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800176 kable_styling(position = "center")
177```
178
179Becides 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.
180```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400181kable(dt, "latex", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800182 kable_styling(position = "float_right")
183```
184Lorem 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.
185
186## Font Size
187If 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.
188```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400189kable(dt, "latex", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800190 kable_styling(font_size = 7)
191```
192
193# Column / Row Specification
194## Column spec
jjchern3dca6f42018-04-24 17:53:50 -0500195When 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 Zhu014d6212017-08-07 04:20:23 +0800196```{r}
197text_tbl <- data.frame(
198 Items = c("Item 1", "Item 2", "Item 3"),
199 Features = c(
200 "Lorem ipsum dolor sit amet, consectetur adipiscing elit. Proin vehicula tempor ex. Morbi malesuada sagittis turpis, at venenatis nisl luctus a. ",
201 "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. ",
202 "Vivamus venenatis egestas eros ut tempus. Vivamus id est nisi. Aliquam molestie erat et sollicitudin venenatis. In ac lacus at velit scelerisque mattis. "
203 )
204)
205
Hao Zhu6107f372018-05-21 00:23:26 -0400206kable(text_tbl, "latex", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800207 kable_styling(full_width = F) %>%
Hao Zhufb0a6d42017-09-07 17:21:02 -0400208 column_spec(1, bold = T, color = "red") %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800209 column_spec(2, width = "30em")
210```
211
212## Row spec
jjchern3dca6f42018-04-24 17:53:50 -0500213Similar 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 Zhu014d6212017-08-07 04:20:23 +0800214
215```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400216kable(dt, "latex", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800217 kable_styling("striped", full_width = F) %>%
Hao Zhu834cf562017-09-07 17:54:32 -0400218 column_spec(7, border_left = T, bold = T) %>%
Hao Zhub9da01c2018-01-14 21:01:57 -0500219 row_spec(1, strikeout = T) %>%
Hao Zhu4840bc92017-09-15 15:55:05 -0400220 row_spec(3:5, bold = T, color = "white", background = "black")
Hao Zhu014d6212017-08-07 04:20:23 +0800221```
222
Hao Zhu6290fdd2017-10-24 00:10:32 -0400223## Header Rows
224One special case of `row_spec` is that you can specify the format of the header row via `row_spec(row = 0, ...)`.
225```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400226kable(dt, "latex", booktabs = T, align = "c") %>%
Hao Zhu6290fdd2017-10-24 00:10:32 -0400227 kable_styling(latex_options = "striped", full_width = F) %>%
228 row_spec(0, angle = 45)
229```
230
231
232
233# Cell/Text Specification
jjchern3dca6f42018-04-24 17:53:50 -0500234Function `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 Zhu6290fdd2017-10-24 00:10:32 -0400235* 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
236* `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.
237
238Currently, `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.
239
240## Conditional logic
241It is very easy to use `cell_spec` with conditional logic. Here is an example.
242```{r, message=FALSE, warning=FALSE}
243library(dplyr)
244mtcars[1:10, 1:2] %>%
245 mutate(
246 car = row.names(.),
247 # You don't need format = "latex" if you have ever defined options(knitr.table.format)
248 mpg = cell_spec(mpg, "latex", color = ifelse(mpg > 20, "red", "blue")),
249 cyl = cell_spec(cyl, "latex", color = "white", align = "c", angle = 45,
250 background = factor(cyl, c(4, 6, 8),
251 c("#666666", "#999999", "#BBBBBB")))
252 ) %>%
253 select(car, mpg, cyl) %>%
254 kable("latex", escape = F, booktabs = T, linesep = "")
255```
256
257## Visualize data with Viridis Color
Hao Zhu07305132017-10-24 15:41:49 -0400258This 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 Zhu6290fdd2017-10-24 00:10:32 -0400259
260```{r}
261iris[1:10, ] %>%
262 mutate_if(is.numeric, function(x) {
263 cell_spec(x, "latex", bold = T, color = spec_color(x, end = 0.9),
264 font_size = spec_font_size(x))
265 }) %>%
266 mutate(Species = cell_spec(
267 Species, "latex", color = "white", bold = T,
268 background = spec_color(1:10, end = 0.9, option = "A", direction = -1)
269 )) %>%
270 kable("latex", escape = F, booktabs = T, linesep = "", align = "c")
271```
272
273In 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.
274
275## Text Specification
276If 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.
277
278An 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`.
279
280```{r}
281sometext <- strsplit(paste0(
282 "You can even try to make some crazy things like this paragraph. ",
Hao Zhu6a1cbb52017-10-24 15:54:50 -0400283 "It may seem like a useless feature right now but it's so cool ",
284 "and nobody can resist. ;)"
Hao Zhu6290fdd2017-10-24 00:10:32 -0400285), " ")[[1]]
286text_formatted <- paste(
287 text_spec(sometext, "latex", color = spec_color(1:length(sometext), end = 0.9),
288 font_size = spec_font_size(1:length(sometext), begin = 5, end = 20)),
289 collapse = " ")
290
291# To display the text, type `r text_formatted` outside of the chunk
292```
293`r text_formatted`
294
Hao Zhu014d6212017-08-07 04:20:23 +0800295# Grouped Columns / Rows
296## Add header rows to group columns
297Tables 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)).
298```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400299kable(dt, "latex", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800300 kable_styling() %>%
301 add_header_above(c(" " = 1, "Group 1" = 2, "Group 2" = 2, "Group 3" = 2))
302```
303
Hao Zhu6290fdd2017-10-24 00:10:32 -0400304In 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 Zhu014d6212017-08-07 04:20:23 +0800305```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400306kable(dt, "latex", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800307 kable_styling(latex_options = "striped") %>%
308 add_header_above(c(" ", "Group 1" = 2, "Group 2" = 2, "Group 3" = 2)) %>%
309 add_header_above(c(" ", "Group 4" = 4, "Group 5" = 2)) %>%
310 add_header_above(c(" ", "Group 6" = 6), bold = T, italic = T)
311```
312
313## Group rows via labeling
314Sometimes 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".
315```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400316kable(mtcars[1:10, 1:6], "latex", caption = "Group Rows", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800317 kable_styling() %>%
318 group_rows("Group 1", 4, 7) %>%
319 group_rows("Group 2", 8, 10)
320```
321
322In 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`.
323```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400324kable(dt, "latex", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800325 group_rows("Group 1", 4, 5, latex_gap_space = "2em")
326```
327
Hao Zhu4840bc92017-09-15 15:55:05 -0400328If 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`.
329```{r, eval=FALSE}
Hao Zhu6107f372018-05-21 00:23:26 -0400330kable(mtcars[1:10, 1:6], "latex", caption = "Group Rows", booktabs = T) %>%
Hao Zhu4840bc92017-09-15 15:55:05 -0400331 kable_styling() %>%
332 group_rows(index=c(" " = 3, "Group 1" = 4, "Group 2" = 3))
333# Not evaluated. The code above should have the same result as the first example in this section.
334```
335
Hao Zhu5e4dd502018-04-05 12:01:58 -0400336Note 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:
337
338> 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**.
339
340For example,
341```{r, eval=F}
342kable(mtcars[1:2, 1:2], "latex", align = c("cl"))
343# \begin{tabular}{l|cl|cl} # Note the column alignment here
344# \hline
345# & mpg & cyl\\
346# ...
347```
348
jjchern3dca6f42018-04-24 17:53:50 -0500349LaTeX, 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 Zhu5e4dd502018-04-05 12:01:58 -0400350
Hao Zhu014d6212017-08-07 04:20:23 +0800351## Row indentation
Hao Zhu6107f372018-05-21 00:23:26 -0400352Unlike `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 Zhu014d6212017-08-07 04:20:23 +0800353For advanced users, you can even define your own css for the group labeling.
354```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400355kable(dt, "latex", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800356 add_indent(c(1, 3, 5))
357```
358
359## Group rows via multi-row cell
Hao Zhu6107f372018-05-21 00:23:26 -0400360Function `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 Zhub9da01c2018-01-14 21:01:57 -0500361
Hao Zhuec169362018-05-21 01:05:29 -0400362In 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", "middle"(default) and "bottom". Be cautious that the vertical alignment option was only introduced in multirow in 2016. If you are using a legacy LaTeX distribution, you will run into trouble if you set `valign` to be either "top" or "bottom".
Hao Zhu014d6212017-08-07 04:20:23 +0800363
364```{r}
365collapse_rows_dt <- data.frame(C1 = c(rep("a", 10), rep("b", 5)),
366 C2 = c(rep("c", 7), rep("d", 3), rep("c", 2), rep("d", 3)),
367 C3 = 1:15,
368 C4 = sample(c(0,1), 15, replace = TRUE))
Hao Zhu6107f372018-05-21 00:23:26 -0400369kable(collapse_rows_dt, "latex", booktabs = T, align = "c") %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800370 column_spec(1, bold=T) %>%
Hao Zhuec169362018-05-21 01:05:29 -0400371 collapse_rows(columns = 1:2, latex_hline = "major", valign = "middle")
Hao Zhu014d6212017-08-07 04:20:23 +0800372```
373
Hao Zhu6107f372018-05-21 00:23:26 -0400374Right 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 Zhu014d6212017-08-07 04:20:23 +0800375```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400376kable(collapse_rows_dt[-1], "latex", align = "c", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800377 column_spec(1, bold = T, width = "5em") %>%
Hao Zhu6107f372018-05-21 00:23:26 -0400378 row_spec(c(1:7, 11:12) - 1, extra_latex_after = "\\rowcolor{gray!6}") %>%
379 collapse_rows(1, latex_hline = "none")
Hao Zhu014d6212017-08-07 04:20:23 +0800380```
381
georgeguieaeb0cd2018-03-30 17:39:46 -0500382When 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`.
383
384
385```{r}
386collapse_rows_dt <- expand.grid(
387 Country = sprintf('Country with a long name %s', c('A', 'B')),
388 State = sprintf('State %s', c('a', 'b')),
389 City = sprintf('City %s', c('1', '2')),
390 District = sprintf('District %s', c('1', '2'))
391) %>% arrange(Country, State, City) %>%
392 mutate_all(as.character) %>%
393 mutate(C1 = rnorm(n()),
394 C2 = rnorm(n()))
395
Hao Zhu6107f372018-05-21 00:23:26 -0400396kable(collapse_rows_dt, "latex",
georgeguieaeb0cd2018-03-30 17:39:46 -0500397 booktabs = T, align = "c", linesep = '') %>%
398 collapse_rows(1:3, row_group_label_position = 'stack')
399```
400
401To 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.
402
403```{r}
404row_group_label_fonts <- list(
405 list(bold = T, italic = T),
406 list(bold = F, italic = F)
407 )
Hao Zhu6107f372018-05-21 00:23:26 -0400408kable(collapse_rows_dt, "latex",
georgeguieaeb0cd2018-03-30 17:39:46 -0500409 booktabs = T, align = "c", linesep = '') %>%
410 column_spec(1, bold=T) %>%
411 collapse_rows(1:3, latex_hline = 'custom', custom_latex_hline = 1:3,
412 row_group_label_position = 'stack',
413 row_group_label_fonts = row_group_label_fonts)
414```
415
Hao Zhu014d6212017-08-07 04:20:23 +0800416# Table Footnote
Hao Zhu014d6212017-08-07 04:20:23 +0800417
Hao Zhub9da01c2018-01-14 21:01:57 -0500418> Now it's recommended to use the new `footnote` function instead of `add_footnote` to make table footnotes.
419
420Documentations for `add_footnote` can be found [here](http://haozhu233.github.io/kableExtra/legacy_features#add_footnote).
421
Hao Zhu6107f372018-05-21 00:23:26 -0400422There 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 Zhu014d6212017-08-07 04:20:23 +0800423```{r}
Hao Zhub9da01c2018-01-14 21:01:57 -0500424kable(dt, "latex", align = "c") %>%
425 kable_styling(full_width = F) %>%
426 footnote(general = "Here is a general comments of the table. ",
427 number = c("Footnote 1; ", "Footnote 2; "),
428 alphabet = c("Footnote A; ", "Footnote B; "),
429 symbol = c("Footnote Symbol 1; ", "Footnote Symbol 2")
430 )
Hao Zhu014d6212017-08-07 04:20:23 +0800431```
432
Hao Zhu6107f372018-05-21 00:23:26 -0400433You 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 Zhub9da01c2018-01-14 21:01:57 -0500434
Hao Zhu014d6212017-08-07 04:20:23 +0800435```{r}
Hao Zhub9da01c2018-01-14 21:01:57 -0500436kable(dt, "latex", align = "c", booktabs = T) %>%
437 footnote(general = "Here is a general comments of the table. ",
438 number = c("Footnote 1; ", "Footnote 2; "),
439 alphabet = c("Footnote A; ", "Footnote B; "),
440 symbol = c("Footnote Symbol 1; ", "Footnote Symbol 2"),
441 general_title = "General: ", number_title = "Type I: ",
442 alphabet_title = "Type II: ", symbol_title = "Type III: ",
Hao Zhu6107f372018-05-21 00:23:26 -0400443 footnote_as_chunk = T, title_format = c("italic", "underline")
Hao Zhub9da01c2018-01-14 21:01:57 -0500444 )
Hao Zhu014d6212017-08-07 04:20:23 +0800445```
446
jjchern3dca6f42018-04-24 17:53:50 -0500447If 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 Zhu014d6212017-08-07 04:20:23 +0800448
Hao Zhu014d6212017-08-07 04:20:23 +0800449```{r}
Hao Zhub9da01c2018-01-14 21:01:57 -0500450dt_footnote <- dt
451names(dt_footnote)[2] <- paste0(names(dt_footnote)[2],
452 # That "latex" can be eliminated if defined in global
453 footnote_marker_symbol(1, "latex"))
454row.names(dt_footnote)[4] <- paste0(row.names(dt_footnote)[4],
455 footnote_marker_alphabet(1))
456kable(dt_footnote, "latex", align = "c", booktabs = T,
457 # Remember this escape = F
458 escape = F) %>%
459 footnote(alphabet = "Footnote A; ",
460 symbol = "Footnote Symbol 1; ",
461 alphabet_title = "Type II: ", symbol_title = "Type III: ",
462 footnote_as_chunk = T)
Hao Zhu014d6212017-08-07 04:20:23 +0800463```
464
Hao Zhu5e4dd502018-04-05 12:01:58 -0400465If 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.
466
467```{r}
468kable(dt, "latex", align = "c", booktabs = T, caption = "s") %>%
469 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",
470 threeparttable = T)
471```
472
Hao Zhu014d6212017-08-07 04:20:23 +0800473# LaTeX Only Features
Hao Zhu5e4dd502018-04-05 12:01:58 -0400474## Linebreak processor
jjchern3dca6f42018-04-24 17:53:50 -0500475Unlike 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 -0400476
477```{r}
478dt_lb <- data.frame(
479 Item = c("Hello\nWorld", "This\nis a cat"),
480 Value = c(10, 100)
481)
482
483dt_lb %>%
484 mutate_all(linebreak) %>%
485 kable("latex", booktabs = T, escape = F,
486 col.names = linebreak(c("Item\n(Name)", "Value\n(Number)"), align = "c"))
487```
488
489At 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.
490
491
Hao Zhu014d6212017-08-07 04:20:23 +0800492## Table on a Landscape Page
493Sometimes 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.
494```{r}
Hao Zhu6107f372018-05-21 00:23:26 -0400495kable(dt, "latex", caption = "Demo Table (Landscape)[note]", booktabs = T) %>%
Hao Zhu014d6212017-08-07 04:20:23 +0800496 kable_styling(latex_options = c("hold_position")) %>%
497 add_header_above(c(" ", "Group 1[note]" = 3, "Group 2[note]" = 3)) %>%
498 add_footnote(c("This table is from mtcars",
499 "Group 1 contains mpg, cyl and disp",
500 "Group 2 contains hp, drat and wt"),
501 notation = "symbol") %>%
502 group_rows("Group 1", 4, 5) %>%
503 landscape()
504```
Hao Zhu4840bc92017-09-15 15:55:05 -0400505
506## Use LaTeX table in HTML or Word
jjchern3dca6f42018-04-24 17:53:50 -0500507If 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 -0400508
509```{r, eval = F}
510# Not evaluated.
511
512# The code below will automatically include the image in the rmarkdown document
513kable(dt, "latex", booktabs = T) %>%
514 column_spec(1, bold = T) %>%
515 kable_as_image()
516
517# If you want to save the image locally, just provide a name
518kable(dt, "latex", booktabs = T) %>%
519 column_spec(1, bold = T) %>%
520 kable_as_image("my_latex_table")
521```
Hao Zhu6107f372018-05-21 00:23:26 -0400522
523# From other packages
524Since 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.
525
526## `tables`
Hao Zhuec169362018-05-21 01:05:29 -0400527The latest version of [`tables`](https://CRAN.R-project.org/package=tables) comes with a `toKable()` function, which is compatiable with functions in `kableExtra` (>=0.9.0).