Add Categorical Axis Ordering and Axis Category Array

CHANGELOG.md

@@ -3,6 +3,13 @@ All notable changes to this project will be documented in this file.
 
 The format is based on [Keep a Changelog](http://keepachangelog.com/en/1.0.0/) and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [0.10.0] - 2024-10-29
+### Added
+- [[#239](https://github.com/plotly/plotly.rs/pull/239)] Add Categorical Axis Ordering and Axis Category Array.
+
+### Fixed
+- [[#237](https://github.com/plotly/plotly.rs/issues/237)] Add Categorical Axis ordering.
+
 ## [0.10.0] - 2024-09-16
 ### Added
 - [[#231](https://github.com/plotly/plotly.rs/pull/231)] Added new `plotly_embed_js` feature to reduce binary sizes by not embedding `plotly.min.js` in the library unless explicitly enabled via the feature flag. Deprecates `use_local_plotly` in favor of explicit opt-in via the feature flag and introduce method `use_cdn_plotly` to allow users to use CDN version even behind the `plotly_embed_js` feature flag.

examples/basic_charts/src/main.rs

@@ -7,7 +7,7 @@ use plotly::{
         ColorScale, ColorScalePalette, DashType, Fill, Font, Line, LineShape, Marker, Mode,
         Orientation,
     },
-    layout::{Axis, BarMode, Layout, Legend, TicksDirection, TraceOrder},
+    layout::{Axis, BarMode, CategoryOrder, Layout, Legend, TicksDirection, TraceOrder},
     sankey::{Line as SankeyLine, Link, Node},
     traces::table::{Cells, Header},
     Bar, Plot, Sankey, Scatter, ScatterPolar, Table,
@@ -523,6 +523,49 @@ fn filled_lines() {
     plot.show();
 }
 
+/// Scatter plot showing y axis categories and category ordering.
+fn categories_scatter_chart() {
+    // Categories are ordered on the y axis from bottom to top.
+    let categories = vec!["Unknown", "Off", "On"];
+
+    let x = vec![
+        "2024-10-30T08:30:05.05Z",
+        "2024-10-30T08:35:05.05Z",
+        "2024-10-30T08:50:05.05Z",
+        "2024-10-30T08:50:20.05Z",
+        "2024-10-30T09:00:05.05Z",
+        "2024-10-30T09:05:05.05Z",
+        "2024-10-30T09:10:05.05Z",
+        "2024-10-30T09:10:20.05Z",
+    ];
+    let y = vec![
+        "On",
+        "Off",
+        "Unknown",
+        "Off",
+        "On",
+        "Off",
+        // Categories that aren't in the category_array follow the Trace order.
+        "NewCategory",
+        "Off",
+    ];
+
+    let trace = Scatter::new(x, y).line(Line::new().shape(LineShape::Hv));
+
+    let layout = Layout::new().y_axis(
+        Axis::new()
+            .category_order(CategoryOrder::Array)
+            .category_array(categories),
+    );
+
+    let mut plot = Plot::new();
+    plot.add_trace(trace);
+
+    plot.set_layout(layout);
+
+    plot.show();
+}
+
 // Bar Charts
 fn basic_bar_chart() {
     let animals = vec!["giraffes", "orangutans", "monkeys"];
@@ -567,6 +610,29 @@ fn stacked_bar_chart() {
     plot.show();
 }
 
+/// Graph a bar chart that orders the x axis categories by the total number
+/// of animals in each category.
+fn category_order_bar_chart() {
+    let animals1 = vec!["giraffes", "orangutans", "monkeys"];
+    let trace1 = Bar::new(animals1, vec![10, 14, 23]).name("SF Zoo");
+
+    let animals2 = vec!["giraffes", "orangutans", "monkeys"];
+    let trace2 = Bar::new(animals2, vec![12, 18, 29]).name("LA Zoo");
+
+    let layout = Layout::new()
+        .bar_mode(BarMode::Stack)
+        // Order the x axis categories so the category with the most animals
+        // appears first.
+        .x_axis(Axis::new().category_order(CategoryOrder::TotalDescending));
+
+    let mut plot = Plot::new();
+    plot.add_trace(trace1);
+    plot.add_trace(trace2);
+    plot.set_layout(layout);
+
+    plot.show();
+}
+
 // Sankey Diagrams
 fn basic_sankey_diagram() {
     // https://plotly.com/javascript/sankey-diagram/#basic-sankey-diagram
@@ -627,6 +693,7 @@ fn main() {
     // data_labels_on_the_plot();
     // colored_and_styled_scatter_plot();
     // large_data_sets();
+    // categories_scatter_chart();
 
     // Line Charts
     // adding_names_to_line_and_scatter_plot();
@@ -641,6 +708,7 @@ fn main() {
     // grouped_bar_chart();
     // stacked_bar_chart();
     // table_chart();
+    // category_order_bar_chart();
 
     // Sankey Diagrams
     // basic_sankey_diagram();

plotly/src/layout/mod.rs

@@ -418,10 +418,72 @@ pub enum SpikeSnap {
     HoveredData,
 }
 
+#[derive(Serialize, Debug, Clone)]
+pub enum CategoryOrder {
+    #[serde(rename = "trace")]
+    Trace,
+    #[serde(rename = "category ascending")]
+    CategoryAscending,
+    #[serde(rename = "category descending")]
+    CategoryDescending,
+    #[serde(rename = "array")]
+    Array,
+    #[serde(rename = "total ascending")]
+    TotalAscending,
+    #[serde(rename = "total descending")]
+    TotalDescending,
+    #[serde(rename = "min ascending")]
+    MinAscending,
+    #[serde(rename = "min descending")]
+    MinDescending,
+    #[serde(rename = "max ascending")]
+    MaxAscending,
+    #[serde(rename = "max descending")]
+    MaxDescending,
+    #[serde(rename = "sum ascending")]
+    SumAscending,
+    #[serde(rename = "sum descending")]
+    SumDescending,
+    #[serde(rename = "mean ascending")]
+    MeanAscending,
+    #[serde(rename = "mean descending")]
+    MeanDescending,
+    #[serde(rename = "geometric mean ascending")]
+    GeometricMeanAscending,
+    #[serde(rename = "geometric mean descending")]
+    GeometricMeanDescending,
+    #[serde(rename = "median ascending")]
+    MedianAscending,
+    #[serde(rename = "median descending")]
+    MedianDescending,
+}
+
 #[serde_with::skip_serializing_none]
 #[derive(Serialize, Debug, Clone, FieldSetter)]
 pub struct Axis {
     visible: Option<bool>,
+    /// Sets the order in which categories on this axis appear. Only has an
+    /// effect if `category_order` is set to [`CategoryOrder::Array`].
+    /// Used with `category_order`.
+    #[serde(rename = "categoryarray")]
+    category_array: Option<NumOrStringCollection>,
+    /// Specifies the ordering logic for the case of categorical variables.
+    /// By default, plotly uses [`CategoryOrder::Trace`], which specifies
+    /// the order that is present in the data supplied. Set `category_order` to
+    /// [`CategoryOrder::CategoryAscending`] or
+    /// [`CategoryOrder::CategoryDescending`] if order should be determined
+    /// by the alphanumerical order of the category names. Set `category_order`
+    /// to [`CategoryOrder::Array`] to derive the ordering from the attribute
+    /// `category_array`. If a category is not found in the `category_array`
+    /// array, the sorting behavior for that attribute will be identical to the
+    /// [`CategoryOrder::Trace`] mode. The unspecified categories will follow
+    /// the categories in `category_array`. Set `category_order` to
+    /// [`CategoryOrder::TotalAscending`] or
+    /// [`CategoryOrder::TotalDescending`] if order should be determined by the
+    /// numerical order of the values. Similarly, the order can be determined
+    /// by the min, max, sum, mean, geometric mean or median of all the values.
+    #[serde(rename = "categoryorder")]
+    category_order: Option<CategoryOrder>,
     color: Option<Box<dyn Color>>,
     title: Option<Title>,
     #[field_setter(skip)]
@@ -2341,6 +2403,29 @@ mod tests {
         assert_eq!(to_value(SpikeSnap::HoveredData).unwrap(), json!("hovered data"));
     }
 
+    #[test]
+    #[rustfmt::skip]
+    fn test_serialize_category_order() {
+        assert_eq!(to_value(CategoryOrder::Trace).unwrap(), json!("trace"));
+        assert_eq!(to_value(CategoryOrder::CategoryAscending).unwrap(), json!("category ascending"));
+        assert_eq!(to_value(CategoryOrder::CategoryDescending).unwrap(), json!("category descending"));
+        assert_eq!(to_value(CategoryOrder::Array).unwrap(), json!("array"));
+        assert_eq!(to_value(CategoryOrder::TotalAscending).unwrap(), json!("total ascending"));
+        assert_eq!(to_value(CategoryOrder::TotalDescending).unwrap(), json!("total descending"));
+        assert_eq!(to_value(CategoryOrder::MinAscending).unwrap(), json!("min ascending"));
+        assert_eq!(to_value(CategoryOrder::MinDescending).unwrap(), json!("min descending"));
+        assert_eq!(to_value(CategoryOrder::MaxAscending).unwrap(), json!("max ascending"));
+        assert_eq!(to_value(CategoryOrder::MaxDescending).unwrap(), json!("max descending"));
+        assert_eq!(to_value(CategoryOrder::SumAscending).unwrap(), json!("sum ascending"));
+        assert_eq!(to_value(CategoryOrder::SumDescending).unwrap(), json!("sum descending"));
+        assert_eq!(to_value(CategoryOrder::MeanAscending).unwrap(), json!("mean ascending"));
+        assert_eq!(to_value(CategoryOrder::MeanDescending).unwrap(), json!("mean descending"));
+        assert_eq!(to_value(CategoryOrder::GeometricMeanAscending).unwrap(), json!("geometric mean ascending"));
+        assert_eq!(to_value(CategoryOrder::GeometricMeanDescending).unwrap(), json!("geometric mean descending"));
+        assert_eq!(to_value(CategoryOrder::MedianAscending).unwrap(), json!("median ascending"));
+        assert_eq!(to_value(CategoryOrder::MedianDescending).unwrap(), json!("median descending"));
+    }
+
     #[test]
     fn test_serialize_selector_button() {
         let selector_button = SelectorButton::new()
@@ -2490,7 +2575,9 @@ mod tests {
             .position(0.6)
             .range_slider(RangeSlider::new())
             .range_selector(RangeSelector::new())
-            .calendar(Calendar::Coptic);
+            .calendar(Calendar::Coptic)
+            .category_order(CategoryOrder::Array)
+            .category_array(vec!["Category0", "Category1"]);
 
         let expected = json!({
             "visible": false,
@@ -2556,6 +2643,8 @@ mod tests {
             "rangeslider": {},
             "rangeselector": {},
             "calendar": "coptic",
+            "categoryorder": "array",
+            "categoryarray": ["Category0", "Category1"]
         });
 
         assert_eq!(to_value(axis).unwrap(), expected);