Annotating SPC plots using annotate with ggplot

Statistical Process Control (SPC) charts are widely used in healthcare analytics to examine how the metric varies over time and whether this variation is abnormal. Christopher Reading has already published a blog on SPC Charts and you also can read more about SPC charts here or here.

Here is a simple example of annotting points and text on SPC plots using ggplot2 package. We won’t explain all the parameters in the annotate function. Instead we see this as a short show and tell piece with signsposts at end of the blog.

So let’s get started and generate some dummy data from a normal distribution with a mean of 0 and and a standard deviation of 1.

set.seed(2020) # set the random number seed to ensure you can replicate this example
y <- rnorm(30, 0, 1) # generate 30 random numbers for the y-axis
y <- c(y, rep(NA, 10)) # add 10 NA's to extend the plot (see later)
x <- 1: length(y) # generate the x-axis
df <- tibble(x=x, y=y) # store as a tibble data frame for convenience

Now we can plot the data using ggplot function.

fig1 <-  
  ggplot(df, aes(x,y)) +
  geom_point(size=2) +
  geom_line() +
  ylim(-4,4) # increase the y-axis range to aid visualisation

fig1 # plot the data

One of the main features of SPC charts are upper and lower control limits. We can now plot this as an SPC chart with lower and upper control limits set at 3 standard deviations from the mean. Although in practice the calculation of control limits differs from this demo, for simplicity we imply control limits and a mean as set numbers. Alternatively, you could use qicharts2 package to do SPC calculations and then use the generated ggplot2 object and keep following our steps.

fig1 <- 
  fig1 +
  geom_hline(yintercept = c(3,0,-3), linetype='dashed') +  # adds the upper, mean and lower lines
  annotate("label", x=c(35,35,35), y=c(3,0,-3), color='darkgrey', label= c("Upper control limit", "Average line", "Lower control limit"), size=3) # adds the annotations

fig1 # plot the SPC

Remarkably we see a point below the lower control limit even though the data are purely pseudo-random. A nice reminder that control limits are guidelines not hard and fast tests of non-randomness. We can now highlight this remarkable special cause data point which is clearly a false signal also known as special cause variation.

fig1 <- 
  fig1 +
  annotate("point", x=18, y=df$y[18], color='orange', size=4) + 
  annotate("point", x=18, y=df$y[18])

fig1 # plot the SPC with annotations

We can now add a label for the special cause data point. You can play around with the vjust value (eg try -1, 0, 1) to get a feel for what it is doing to the vertical position of the label. There is also a hjust which operates on the horizontal plane.

fig1 <- 
  fig1 +
  annotate("label", x=18, y=df$y[18], vjust=1.5, label = "Special cause variation", size=3)

fig1 # plot the SPC with more annotations

To learn more about the annotate function see # #https://ggplot2.tidyverse.org/reference/annotate.html #https://www.gl-li.com/2017/08/18/place-text-at-right-location/

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