% $Header: /cvs/R/PerformanceAnalytics/inst/doc/PerformanceAnalyticsPresentation-UseR-2007.Rnw,v 1.8 2009-10-22 19:00:57 brian Exp $

\documentclass[10pt,presentation]{beamer} %usletter handout
%\usepackage{pgfpages}
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% may need full path to find these .sty files outside of R environment
\usepackage{Sweave}
% \usepackage{/usr/lib/R/share/texmf/Sweave}

\SweaveOpts{engine=R, eps=FALSE, width=8, height=5}
%\VignetteIndexEntry{PerformanceAnalytics Data Mining Presentation - UseR - 2007}
%\VignetteDepends{PerformanceAnalytics}
%\VignetteKeywords{returns, performance, risk, benchmark, portfolio}
%\VignettePackage{PerformanceAnalytics}

% - Talk at a conference/colloquium.
% - Talk length is about 60min.

% Beamer Presentation Template Copyright 2004 by Till Tantau <tantau@users.sourceforge.net>.
% Contents Copyright 2007 Peter Carl and Brian G. Peterson
%
% This file can be redistributed and/or modified under
% the terms of the GNU Public License, version 2.

\mode<presentation>
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\makeatletter
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\usepackage{noweb}
\usepackage{subfigure}

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\usepackage[english]{babel}
\makeatother

\usepackage[latin1]{inputenc}
% or whatever

\usepackage{lmodern}
\usepackage[T1]{fontenc}
% Or whatever. Note that the encoding and the font should match. If T1
% does not look nice, try deleting the line with the fontenc.
\usefonttheme{structurebold}

\title[textplot] % (optional, use only with long paper titles)
{How to Present Tables in Plot Devices}

% \subtitle
% {Include Only If Paper Has a Subtitle}

\author[Peter Carl] % (optional, use only with lots of authors)
{Peter~Carl}
% - Give the names in the same order as the appear in the paper.
% - Use the \inst{?} command only if the authors have different
%   affiliation.

\institute[PerformanceAnalytics, etc.] % (optional, but mostly needed)
%{} %the formatting of our companies is likely to be all screwed up

\date[June 2011] % (optional, should be abbreviation of conference name)
{Chicago R User Group Meetup: R Output}
% - Either use conference name or its abbreviation.
% - Not really informative to the audience, more for people (including
%   yourself) who are reading the slides online

\subject{How to Present Tables in Plot Devices}
% This is only inserted into the PDF information catalog. Can be left
% out.



% If you have a file called "university-logo-filename.xxx", where xxx
% is a graphic format that can be processed by latex or pdflatex,
% resp., then you can add a logo as follows:

% \pgfdeclareimage[height=0.5cm]{university-logo}{university-logo-filename}
% \logo{\pgfuseimage{university-logo}}



% Delete this, if you do not want the table of contents to pop up at
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% \AtBeginSubsection[]
% {
%   \begin{frame}<beamer>
%     \frametitle{Outline}
%     \tableofcontents[currentsection,currentsubsection]
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\setkeys{Gin}{width=1\textwidth}

\begin{frame}
\titlepage
\end{frame}

\begin{frame}
  \frametitle{Outline}
  \tableofcontents
  % You might wish to add the option [pausesections]
\end{frame}

%%% Section --------------------------------------------------
\section{Overview}
%%% Section --------------------------------------------------

%\subsection{Objectives}

\begin{frame}
  \frametitle{Overview}

Graphics in R are plotted on a graphics device
      \begin{itemize}
        \item
  Depending on the OS, in an interactive R session the default device is the screen, using \texttt{windows()}, \texttt{X11()}, or \texttt{quartz()}. 
        \item
  Common graphics file formats use the \texttt{bmp()}, \texttt{jpeg()}, \texttt{png()}, and \texttt{tiff()} devices. 
        \item
  Other useful file devices include \texttt{postscript()}, \texttt{pdf()}, \texttt{pictex()}, \texttt{xfig()}, and \texttt{bitmap()}.
      \end{itemize}

Why would we display tabular data on a plot device?
      \begin{itemize}
        \item
  Reviewing results in a terminal isn't usually effective 
        \item
  Garner benefits from formatting
        \item
  Combining graphics and tables can be very powerful
      \end{itemize}

Some solutions, with a focus on \texttt{textplot}

\end{frame}

%%% Section --------------------------------------------------
\section{Example}
%%% Section --------------------------------------------------

\begin{frame}[fragile]
  \frametitle{Set up an example}
  \begin{figure}
    \centering
    \begin{scriptsize}
<<Prelim,echo=TRUE,fig=FALSE>>=
library('PerformanceAnalytics')
data(managers)
#managers=read.csv("/home/peter/dev/R/managers.csv",row.names=1)
head(managers)
dim(managers)
colnames(managers)
@
    \end{scriptsize}
  \end{figure}
\end{frame}

\begin{frame}[fragile]
  \frametitle{Set up an example}
  \begin{figure}
    \centering
    \begin{scriptsize}
<<Prelim,echo=TRUE,fig=FALSE>>=
manager.col = 1
peers.cols = c(2,3,4,5,6)
indexes.cols = c(7,8)
Rf.col = 10
peer.colorset=c("red", rep("darkorange", 2), rep("gray", 5))
ham1.downside = t(table.DownsideRisk(managers[,c(manager.col, 
indexes.cols, peers.cols)],Rf=.03/12))
@
    \end{scriptsize}
  \end{figure}
\end{frame}


\begin{frame}[fragile]
  \frametitle{Construct a table example}
  \begin{figure}
    \centering
    \begin{scriptsize}
<<ConstructTableEx,echo=TRUE,fig=FALSE>>=
ham1.downside
@
    \end{scriptsize}
  \end{figure}
\end{frame}

%%% Section --------------------------------------------------
\section{Potential Solutions}
%%% Section --------------------------------------------------

\begin{frame}
  \frametitle{\texttt{gplots:::textplot}}
Gregory R. Warnes' package, \texttt{gplots}, includes the \texttt{textplot} function
      \begin{itemize}
        \item
  Displays text output in a graphics window 
        \item
  Provides the equivalent of \texttt{print}
        \item
  Creates a new \texttt{plot} and displays a table using the largest font that will fit in the plotting region
        \item
  Several other good things in the package, too
      \end{itemize}
\end{frame}

\begin{frame}[fragile]
  \frametitle{\texttt{gplots:::textplot} example}
  \begin{figure}
    \centering
    \begin{scriptsize}
<<gplotstextplot,echo=TRUE,fig=TRUE>>=
library(gplots)
#args(gplots:::textplot)
gplots:::textplot(ham1.downside); box(col="lightblue")
@
    \end{scriptsize}
  \end{figure}
\end{frame}

\begin{frame}
  \frametitle{\texttt{Hmisc:::format.df}}
The \texttt{Hmisc} package by Frank E. Harrell, Jr., and Richard M. Heiberger contains several functions useful for data analysis
      \begin{itemize}
        \item
  Includes functions for advanced table making, character string manipulation, and conversion of S objects to LaTeX code, and many others.
        \item
  \texttt{format.df} does rounding and decimal alignment for data.frames, similar to \texttt{format} in \texttt{base}
        \item
  Generates a character matrix containing the formatted data
        \item
  Useful for formating tables in LaTeX or HTML, as well
      \end{itemize}
\end{frame}

\begin{frame}[fragile]
  \frametitle{\texttt{Hmisc:::format.df} example}
  \begin{figure}
    \centering
    \begin{scriptsize}
<<Hmiscformat,echo=TRUE,fig=FALSE>>=
library(Hmisc)
args(format.df)
ham1.f.downside = format.df(ham1.downside, na.blank=TRUE, numeric.dollar = FALSE, cdec=rep(4,dim(ham1.downside)[2]))
@
    \end{scriptsize}
  \end{figure}
\end{frame}

\begin{frame}[fragile]
  \frametitle{\texttt{Hmisc:::format.df} example}
  \begin{figure}
    \centering
    \begin{scriptsize}
<<Hmiscformat,echo=TRUE,fig=FALSE>>=
ham1.f.downside
@
    \end{scriptsize}
  \end{figure}
\end{frame}

\begin{frame}
  \frametitle{\texttt{PerformanceAnalytics:::textplot}}
The \texttt{PerformanceAnalytics} package extends the \texttt{gplots:::textplot} function
      \begin{itemize}
        \item
  Equivalent of \texttt{print} except that the output is displayed as a plot
        \item
  Fixes some of the layout math
        \item
  Adds column and row name word wrapping
        \item
  Adds color to the table elements
        \item
  Adds vertical alignment for headers and data
      \end{itemize}
\end{frame}

\begin{frame}[fragile]
  \frametitle{\texttt{PerformanceAnalytics:::textplot} example}
  \begin{figure}
    \centering
    \begin{scriptsize}
<<PAtextplot, echo=TRUE, fig=FALSE>>=
require(PerformanceAnalytics)
args(PerformanceAnalytics:::textplot)
@
    \end{scriptsize}
  \end{figure}
\end{frame}

\begin{frame}[fragile]
  \frametitle{\texttt{PerformanceAnalytics:::textplot} example}
  \begin{figure}
    \centering
    \begin{scriptsize}
<<PAtextplot, echo=TRUE, fig=TRUE>>=
PerformanceAnalytics:::textplot(ham1.f.downside,  halign = "center", valign = "top", row.valign="center", col.rownames=peer.colorset,  mar = c(0,0,3,0)+0.1)
box(col="lightblue")
@
    \end{scriptsize}
  \end{figure}
\end{frame}

\begin{frame}
  \frametitle{Other Possibilities}
What else is available?
      \begin{itemize}
        \item
  A very promising package presented at useR! 2010, \texttt{tabulaR}
        \item
  Dump results to a spreadsheet, perhaps with \texttt{XLConnect}
        \item
  Finally learn \LaTeX ~and Sweave
        \item
  What did I miss?  Any feedback would be much appreciated \ldots
      \end{itemize}
\end{frame}

%%% END OF DOCUMENT --------------------------------------------------
\end{document}
