version 3.18

# Create an XY plot

## Description

This function creates an XY plot from the first two columns of a dataframe/matrix, or from two separate vectors of numeric values.

## Usage

    XYplot(x, y, data, relation = "sufficiency", mguides = TRUE,
           jitter = FALSE, clabels, enhance = FALSE, model = FALSE, ...)

## Arguments

`x` |  |  |  | A string with the name of the column from the `data` for the X axis, or the coordinates of points in the plot (either a matrix/dataframe with at least two columns, or a vector of values for the X axis).
`y` |  |  |  | A string with the name of the column from the `data` for the Y axis, or the Y coordinates of points in the plot, optional if `x` is a matrix / dataframe.
`data` |  |  |  | A calibrated dataset, only if `x` and `y` are names.
`relation` |  |  |  | The set relation to Y, either `"sufficiency"` (default) or `"necessity"`.
`mguides` |  |  |  | Logical, print the middle guides.
`jitter` |  |  |  | Logical, jitter the points.
`clabels` |  |  |  | A vector of case labels with the same length as `x` and `y`
`enhance` |  |  |  | Logical, if `TRUE` print the points using different characters for each of the five significant regions for process tracing.
`model` |  |  |  | Logical, for an enhanced plot specify if the SOP expression in argument `x` is a solution model.
`...` |  |  |  | Other graphical parameters from `?par`

## Details

If `x` is a dataframe or a matrix, the X and Y labels will be taken from the column names of `x`, otherwise they will be inferred from the names of the `x` and `y` objects that are passed to this function.

`x` can also be a string containing either the name of the column for the X axis, or two column names separated by a comma, referring to the X and Y axis respectively. When `x` contains both X and Y column names, the next argument will be considered as the `data`.

If `data` is provided, and the names of the X and Y columns are valid R statements, quoting them is not even necessary and they can be negated using either a tilde `"~"` or `"1 - "`.

The numeric values should be restricted between 0 and 1, otherwise an error is generated.

The XY plot will also produce inclusion and coverage scores for a sufficiency or a necessity relation, along with `PRI` for a sufficiency relation and `RoN` (relevance of necessity) for a necessity relation.

The argument `...` is used to pass various graphical parameters for the various plotting functions used.

The points have a default `cex` (character expansion) value of 0.8, and a default `pch` value of 21 (filled points), which can be modified accordingly (for example with value 1 of empty points). When `pch = 21`, the color for the margins of the points can be specified via the argument `col`, while the argument `bg` will determine the fill color of the points.

The axis labels have a default `cex.axis` value of 0.8, which affects both the tickmarks labels and the axis labels.

When jittering the points, default values of 0.01 are used for the parameters `factor` and `amount`, on both horizontal and vertical axes.

The argument `enhance` does all the work for the shape of the points and their colors, acording to the five regions specified by Schneider & Rohlfing (2016), who augmented the classical XY plot with process tracing.

The default enhanced XY plot has even more settings when the input SOP expression is a minimization model (different colors, different regions where to place the labels etc.), available by activating the argument `model`. The model is automatically detected if the input for `x` is a minimization object.

## Value

A list of x and y values, especially useful when the points are jittered.

## References

Schneider, C.; Wagemann, C. (2012) Set-Theoretic Metods for the Social Sciences. A Guide to Qualitative Comparative Analysis. Cambridge: Cambridge University Press.

Cebotari, V.; Vink, M.P. (2013) “A Configurational Analysis of Ethnic Protest in Europe. International Journal of Comparative Sociology vol.54, no.4, pp.298-324.

Schneider, C.; Rohlfing, I. (2016) “Case Studies Nested in Fuzzy-set QCA on Sufficiency. Formalizing Case Selection and Causal Inference” Sociological Methods and Research vol.45, no.3, pp.536-568, DOI: 10.1177/0049124114532446

## Examples

    # Cebotari & Vink (2013)
    # necessity relation between NATPRIDE and PROTEST
    XYplot(CVF[, 5:6])

    # same using two numeric vectors
    XYplot(CVF$NATPRIDE, CVF$PROTEST)

    # same using two column names
    XYplot("NATPRIDE, PROTEST", data = CVF)

    # or using one string containing both
    XYplot("NATPRIDE, PROTEST", data = CVF)

    # since they are valid R statements, it works even without quotes
    # (this only works in the normal R console, not in the GUI version)
    XYplot(NATPRIDE, PROTEST, data = CVF)

    # negating the X axis, using numeric vectors
    XYplot(1 - CVF$NATPRIDE, CVF$PROTEST)

    # same thing using quotes
    XYplot("1 - NATPRIDE, PROTEST", data = CVF)

    # using tilde for negation
    XYplot("~NATPRIDE, PROTEST", data = CVF)

    # different color for the points
    XYplot("~NATPRIDE, PROTEST", data = CVF, col = "blue")

    # using a different character expansion for the axes
    XYplot("~NATPRIDE, PROTEST", data = CVF, cex.axis = 0.9)

    # custom axis labels
    XYplot("~NATPRIDE, PROTEST", data = CVF, xlab = "Negation of NATPRIDE",
           ylab = "Outcome: PROTEST")

    # necessity relation
    XYplot("~NATPRIDE, PROTEST", data = CVF, relation = "necessity")

    # jitter the points
    XYplot("~NATPRIDE, PROTEST", data = CVF, jitter = TRUE)

    # jitter with more amount
    XYplot("~NATPRIDE, PROTEST", data = CVF, jitter = TRUE, amount = 0.02)

    # adding labels to points
    XYplot("~NATPRIDE, PROTEST", data = CVF, jitter = TRUE, cex = 0.8,
           clabels = rownames(CVF))

    # or just the row numbers, since the labels are very long
    XYplot("~NATPRIDE, PROTEST", data = CVF, jitter = TRUE, cex = 0.8,
           clabels = seq(nrow(CVF)))

    #-----
    # enhanced XY plot for process tracing
    XYplot("~NATPRIDE, PROTEST", data = CVF, enhance = TRUE, jitter = TRUE)

    # enhanced XY plot for a solution model
    sol <- "natpride + DEMOC*GEOCON*POLDIS + DEMOC*ETHFRACT*GEOCON"
    XYplot(sol, "PROTEST" data = CVF, enhance = TRUE, model = TRUE)

    # same plot, automatically detected from object pCVF
    ttCVF <- truthTable(CVF, "PROTEST", incl.cut = 0.85)
    pCVF <- minimize(ttCVF, include = "?")
    XYplot(pCVF$solution[1], "PROTEST", data = CVF, enhance = TRUE)

## Author

Adrian Dusa

## See also

`par`, `text`, `jitter`