# Bivariate Palettes

#### 2022-05-26

One of the important aspects of cartography and data visualization is color choice. This vignette illustrates the palettes included with biscale, provides an overview of palette manipulation tools, and describes the revised approach to utilizing custom palettes.

## Included Palettes

As of v1.0.0, biscale supports a dozen built-in palettes and expanded ability to utilize custom palettes. For five of these palettes, there are both “primary” versions and “legacy versions.”

### Primary Palettes

All of the primary palettes listed here can be used with two-by-two (dim = 2), three-by-three (dim = 3), and four-by-four (dim = 4) maps. The palettes that contain a 2 at the end of their name are visually similar to the original, “legacy” palettes (see below) but utilize slightly different hex values for colors.

Most of the newly added palettes not based on legacy designs were adapted from earlier work by Branson Fox.

### Legacy Palettes

To ensure compatibility with scripts written with older versions of biscale, the original five palettes included in the package are still available. They can be used only for two-by-two (dim = 2) and three-by-three (dim = 3) maps.

The "DkViolet" palette was created by Timo Grossenbacher and Angelo Zehr, and the other four palettes were created by Joshua Stevens.

## Palette Manipulations

In order to facilitate even greater flexibility with palettes, biscale functions include two additional arguments to manipulate their arrangement.

“Flipping axes” will invert the colors assigned to the x and y axes. Flipping axes is accomplished with the flip_axes argument:

bi_pal(pal = "PurpleOr", dim = 3, flip_axes = TRUE)

“Rotating” the palette (with the rotate_pal argument) will rotate the colors 180 degrees, resulting in a palette that highlights low values as opposed to high values. Rotating the palette rotates the entire color scale 180 degrees. For example:

bi_pal(pal = "PurpleOr", dim = 3, rotate_pal = TRUE)

These manipulations can be combined as well, producing a palette that has been both flipped and rotated:

bi_pal(pal = "PurpleOr", dim = 3, flip_axes = TRUE, rotate_pal = TRUE)

Together, these changes to bi_pal() result in the following shifts to the "PurpleOr" palette:

When applied to real world data, these transformations result in subtle (in the case of flipping) or more dramatic (in the case of rotating) differences in maps:

Utilizing both flipping axes and palette rotations also yields a considerable change from the original:

Be careful to ensure that your use of flip_axes and/or rotate_pal is consistent across bi_scale_fill()/bi_scale_color() as well as bi_legend().

## Custom Palettes

In addition the built-in palettes described above, biscale supports custom palettes. As of v1.0.0, the workflow for using custom palettes is different than prior releases and the old approach, using bi_pal_manual(), has been deprecated. We plan to remove bi_pal_manual() in late 2022. Please update your workflows accordingly.

To create a custom palette, users must create a named vector and supply associated hex values. We recommend checking out Benjamin Brooke’s Bivariate Choropleth Color Generator if you want to experiment with creating your own palettes. Joshua Steves’ blogpost from 2015 also contains tips for creating palettes.

The first example below is a named vector for a two-by-two (dim = 2) map. The pairs correspond to x,y coordinates on the legend where the first value is the x value and the second is the y value. The 1-1 pair is therefore the lower left corner of the legend and, in the example, the 2-2 pair is the upper right corner. The named vector should have 4 values in total.

custom_pal2 <- c(
"1-1" = "#d3d3d3", # low x, low y
"2-1" = "#9e3547", # high x, low y
"1-2" = "#4279b0", # low x, high y
"2-2" = "#311e3b" # high x, high y
)

If you are creating a custom palette for a three-by-three (dim = 3) map, you need to extend each row and column by 1 so that 3-1 and 3-2 are included in the vector along with 1-3, 2-3, and 3-3. The named vector should have 9 values in total.

custom_pal3 <- c(
"1-1" = "#d3d3d3", # low x, low y
"2-1" = "#ba8890",
"3-1" = "#9e3547", # high x, low y
"1-2" = "#8aa6c2",
"2-2" = "#7a6b84", # medium x, medium y
"3-2" = "#682a41",
"1-3" = "#4279b0", # low x, high y
"2-3" = "#3a4e78",
"3-3" = "#311e3b" # high x, high y
)

Finally, for a four-by-four (dim = 4), should be further extended by 1 so that 4-1, 4-2, and 4-3 are included in the vector along with 1-4, 2-4, 3-4, and 4-4. The named vector should have 16 values in total.

custom_pal4 <- c(
"1-1" = "#d3d3d3", # low x, low y
"2-1" = "#c2a0a6",
"3-1" = "#b16d79",
"4-1" = "#9e3547", # high x, low y
"1-2" = "#a3b5c7",
"2-2" = "#96899d",
"3-2" = "#895e72",
"4-2" = "#7a2d43",
"1-3" = "#7397bb",
"2-3" = "#697394",
"3-3" = "#604e6b",
"4-3" = "#56263f",
"1-4" = "#4279b0", # low x, high y
"2-4" = "#3c5c8b",
"3-4" = "#373f65",
"4-4" = "#311e3b" # high x, high y
)

You can preview and validate your named vector using bi_pal(). For example, we can preview the custom_pal3 vector created above:

#  load dependencies
library(biscale)

# preview palette
bi_pal(pal = custom_pal3, dim = 3)

Once you have created your named vector, you can use it any place where you would ordinarily provide a quoted palette name in biscale functions. In this example, the custom_pal3 vector created above is passed to bi_scale_fill() and bi_legend():

# prep data
data <- stl_race_income
data <- bi_class(data, x = pctWhite, y = medInc, dim = 3, style = "quantile", keep_factors = TRUE)

# draw map
map <- ggplot() +
geom_sf(data = data, aes(fill = bi_class), color = "white", size = 0.1, show.legend = FALSE) +
bi_scale_fill(pal = custom_pal3, dim = 3) +
labs(
title = "Race and Income in St. Louis, MO",
subtitle = "Custom Palette"
) +
bi_theme()

# draw legend
legend <- bi_legend(pal = custom_pal3,
xlab = "Higher % White ",
ylab = "Higher Income ",
size = 12)

When custom palettes are passed to biscale functions, they will be validated to ensure they have the correct number of entries, have the correct names, and have properly formatted hex values.

For custom palettes that are two-by-two (dim = 2), three-by-three (dim = 3), or four-by-four (dim = 4), the palette manipulations described above can also be applied:

bi_pal(pal = custom_pal3, dim = 3, flip_axes = TRUE, rotate_pal = TRUE)

## High Dimensional Palettes

The custom palette workflow not only enables users to bring whatever color scheme they wish to biscale, but it provides support for higher dimensional maps (dim = 5 and beyond). Users should carefully consider the readability of these maps, however, and a warning to this effect will be generated when using bi_class(). Users creating high dimensional maps should also note that flipping and rotating palettes is not supported beyond dim = 5, and any modifications to the palette must be made manually.

To create a named vector for a five-by-five (dim = 5) map, for example, the following named vector could be used:

custom_pal <- c(
"1-1" = "#d3d3d3", # low x, low y
"2-1" = "#b6cdcd",
"3-1" = "#97c5c5",
"4-1" = "#75bebe",
"5-1" = "#52b6b6", # high x, low y
"1-2" = "#cab6c5",
"2-2" = "#aeb0bf",
"3-2" = "#91aab9",
"4-2" = "#70a4b2",
"5-2" = "#4e9daa",
"1-3" = "#c098b9",
"2-3" = "#a593b3",
)