Python Matplotlib Tutorial: Plotting Data And Customisation - Part I | IBKR Campus US (2024)

Python is known to be the most popular programming language today ⁽¹⁾. Further, Python Matplotlib is a way of visualising the data. It is quite essential to have accessible ways to view and understand the data’s impact with the help of graphs or plots.

Let us now learn more about visualising data with Python Matplotlib with this blog that covers:

• What is Python Matplotlib?
• Why do we need data visualisation?
• Basic terms and concepts in Matplotlib
• Plotting data in Python Matplotlib
• Plot customization using Python Matplotlib
• Multiple plots using Python Matplotlib

What is Python Matplotlib?

Matplotlib is a popular Python library that can be used to create data visualisations quite easily. It is probably the single most used Python package for 2D graphics along with limited support for 3D graphics.

It provides both a rapid way to visualise data from Python and publication-quality figures in many formats. Also, It was designed from the beginning to serve two purposes:

1. Allow for interactive, cross-platform control of figures and plots
2. Make it easy to produce static vector graphics files without the need for any GUIs.

Much like Python itself, Matplotlib gives developers complete control over the appearance of their plots. It tries to make easy things easy and hard things possible. We can generate plots, histograms, power spectra, bar charts, error charts, scatter plots, etc., with just a few lines of code.

For simple plotting, the pyplot module within the matplotlib package provides a MATLAB-like interface to the underlying object-oriented plotting library. It implicitly and automatically creates figures and axes to achieve the desired plot.

For importing Python matplotlib you simply need to first install matplotlib and then import the same by using these commands-

pip install matplotlib

Install_matplotlib.pyhosted with ❤ byGitHub

import matplotlib

Import_matplotlib.pyhosted with ❤ byGitHub

Why do we need data visualisation?

The importance of data visualisation is simple: it helps people see, interact with, and better understand data. Whether simple or complex, the right visualisation can bring everyone on the same page, regardless of their level of expertise.

It’s hard to think of a professional industry that doesn’t benefit from making data more understandable ⁽²⁾. Every STEM field benefits from understanding data—and so do fields in government, finance, marketing, history, consumer goods, service industries, education, sports, and so on.

While we’ll always wax poetically about data visualisation (you’re on the Tableau website, after all), there are practical, real-life applications that are undeniable. And, since visualisation is so prolific, it’s also one of the most useful professional skills to develop. The better you can convey your points visually, whether in a dashboard or a slide deck, the better you can leverage that information.

As the skill sets are changing to accommodate a data-driven world, it is increasingly valuable for professionals to be able to use data to make decisions. Moreover, the visuals help to tell the detailed stories of the who, what, when, where, and how.

While traditional education typically draws a distinct line between creative storytelling and technical analysis, the modern professional world also values those who can cross between the two: data visualisation sits right in the middle of analysis and visual storytelling.

Basic terms and concepts in Matplotlib

Python Matplotlib allows creating a wide variety of plots and graphs. Matplotlib is a large project and can seem daunting at first. However, we will start learning the components, and it should feel much smaller and approachable.

Different sources use ‘plot' to mean different things. So let us begin by defining specific terminology used across the domain.

• Figure is the top-level container in the hierarchy. It is the overall window where everything is drawn. We can have multiple independent figures, and each figure can have multiple Axes. It can be created using the figure method of pyplot module.
• Axes is where the plotting occurs. The axes are effectively the area that we plot data on. Each Axes has an X-Axis and a Y-Axis.

The example mentioned below illustrates the use of the above-mentioned terms:

fig = plt.figure()

Fig.pyhosted with ❤ byGitHub

Upon running the above example, nothing happens really. It only creates a figure of size 432 x 288 with 0 Axes. Also, Python Matplotlib will not show anything until told to do so. Python will wait for a call-to-show method to display the plot.

This is because we might want to add some extra features to the plot before displaying it, such as title and label customisation. Hence, we need to call plt.show() method to show the figure as shown below:

plt.show()

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As there is nothing to plot, there will be no output. While we are on the topic, we can control the size of the figure through the figsize argument, which expects a tuple of (width, height) in inches.

fig = plt.figure(figsize=(8, 4))plt.show()

Fig_size.pyhosted with ❤ byGitHub

Axes

All plotting is done concerning an Axes. An Axes is made up of Axis objects and many other things. An Axes object must belong to a Figure. Most commands that we will ever issue in Python Matplotlib will be concerning this Axes object.

Typically, we will set up a Figure, and then add Axes on to it. We can usefig.add_axesbut in most cases, we find that adding a subplot fits our need perfectly. A subplot is an axes on a grid system.

add_subplotmethod adds an Axes to the figure as part of a subplot arrangement.

# Creating figurefig = plt.figure()# Creating subplotax = fig.add_subplot(111) # Subplot with 1 row and 1 column at the index 1plt.show()

Subplot.pyhosted with ❤ byGitHub

Figure 1

The above code adds a single plot to the figure fig with the help of theadd_subplotmethod.The output we get is a blank plot with axes ranging from 0 to 1, as shown above.

In Python Matplotlib, we can customise the plot using a few more built-in methods. Let us add the title, X-axis label, and Y-axis label, and set the limit range on both axes. This is illustrated in the below code snippet.

fig = plt.figure()# Creating subplot/axesax = fig.add_subplot(111)# Setting axes/plot titleax.set_title('An Axes Title')# Setting X-axis and Y-axis limitsax.set_xlim([0.5, 4.5])ax.set_ylim([-3, 7])# Setting X-axis and Y-axis labelsax.set_ylabel('Y-Axis Label')ax.set_xlabel('X-Axis Label')# Showing the plotplt.show()

Customise_subplot.pyhosted with ❤ byGitHub

Figure 2

Python Matplotlib's objects typically have lots of explicit setters, i.e. methods that start withset_somethingand control a particular option. Setting each option using explicit setters becomes repetitive, and hence we can set all required parameters directly on the axes using the set method as illustrated below:

fig = plt.figure()# Creating subplot/axesax = fig.add_subplot(111)# Setting title and axes propertiesax.set(title='An Axes Title', xlim=[0.5, 4.5], ylim=[-3, 7], ylabel='Y-Axis Label', xlabel='X-Axis Label')plt.show()

Set_parameters.pyhosted with ❤ byGitHub

The set method does not apply to Axes; it applies to more-or-less all Python Matplotlib objects.

The above code snippet has the same output as figure 2 above using the set method with all required parameters passed as arguments to it.

Stay tuned for the next installment to learn about Axes method v/s Pyplot.

Originally posted on QuantInsti blog.