Adding overlaying text “boxes”/markup to Stata figures/graphs

What’s up with adding text to figures in Stata?

It’s handy to add text to your plots to orient your readers to specific observations in your figures. You might opt to highlight a datapoint, add percentages to bars, or say what part of a figure range is good vs. bad.

Adding text to Stata is relatively straightforward, once you get over the initial learning hump. Check out the added text help files by typing —help added_text_options— and —help textbox_options— for details.

Added text syntax

First, make your figure, then add your comma, then add your syntax. Like everything(?) in Stata, the location is specified as Y then X. Then add your text in quotes (or multiple quotes in a row if you want to insert a line break). You can bold or italicize by using the it: and bf: formatting and wrapping the text you want to apply it to in brackets. Then you drop a comma, specify placement as centered (c) or cardinal directions (e.g., ne, s, w) of that text box relative to the Y,X coordinates, justification of the text as left-aligned (left), centered (center), or right-aligned (right), and size of the text (vsmall, small, medsmall, medium, medlarge, large, vlarge, huge as shown in —help textsizestyle–).

Text box without outline, playing around with bolding and italicizing:

sysuse auto, clear
twoway ///
(scatter mpg price) ///
, ///
text(35 12000 "{bf:First} line" "Second {it:line}", placement(c) justification(left) size(large))

Text box with outline

The main difference is that you add the word “box” to your text box options.

sysuse auto, clear
twoway ///
(scatter mpg price) ///
, ///
text(35 12000 "{bf:First} line" "Second {it:line}", placement(c) justification(left) size(large) box)

You can further customize your box by specifying options shown under —help textbox_options–. Here, I’m making a box with no fill, and a thick/dashed/red outline with fcolor (fill color, which can be “none” for blank/see-through), lcolor (outline color), lpattern (outline pattern), and lwidth (thickness of outline).

sysuse auto, clear
twoway ///
(scatter mpg price) ///
, ///
text(35 12000 "{bf:First} line" "Second {it:line}", placement(c) justification(left) size(large) box fcolor(none) lcolor(red) lpattern(dash) lwidth(thick)) 

That looks pretty cool, but I’d like there to be more space between the text and the border. That’s specified with “margin”. There’s lots of complex options for this command you can read about in —help marginstyle–, but specifying “small” margin will add just a little buffer.

sysuse auto, clear
twoway ///
(scatter mpg price) ///
, ///
text(35 12000 "{bf:First} line" "Second {it:line}", placement(c) justification(left) size(large) box fcolor(none) lcolor(red) lpattern(dash) lwidth(thick) margin(small))

Special characters, and offsetting the Y,X coordinates

Sometimes you need a superscript 2 or 3, an arrow, or some other special character. Here are some that you can copy/paste into your text:

≥
≤
±
↑
↓
←
→
↔
🗸
χ² (chi-squared)
°
α
β
δ
Δ
γ
² (squared)
³ (cubed)

Here’s how you might use the above arrow. Here, I’ve changed the placement to “e” for “east” so the text is to the right and centered of the specified Y,X coordinates of this point (which I looked up, it’s 41,5397). I’ve dropped the box and it’s only one line. I need to manually specify the Y,X coordinates, so it’s a bit clunky still.

sysuse auto, clear
twoway ///
(scatter mpg price) ///
, ///
text(41 5397 "←look at this point!", placement(e) justification(left) size(large))

You’ll notice that the left pointing arrow is inside the point of interest. The left pointing arrow in Ariel text isn’t exactly vertically centered (that’s a quirk of Ariel). You can “nudge” the text box to the right and up by adding an offset to the Y and X coordinates. To do math on an x,y point and add an offset, you place the point in an opening tick (to the left of 1 on your keyboard) and an apostrophe, and putting an equal sign at the beginning. After a bit of trial and error, we want to add an offset of +0.3 to the Y coordinate and +200 to the X coordinate.

sysuse auto, clear
twoway ///
(scatter mpg price) ///
, ///
text(`=41+0.3' `=5397+200' "←look at this point!", placement(e) justification(left) size(large))

If we want to automate the extreme numbers on either axis, we can use the sum command to grab the maximum value aka r(max) of the Y axis and the corresponding x value for that extreme. We can make a local macro to grab that value. Since this uses local macros, you need to run all lines at once in a do file, not line by line.

sysuse auto, clear
// grab yaxis (mpg) extreme
sum mpg, d
// now look at the r-value scalars we can call.
// note that r(max) is 41 and is the maximum. 
return list
// now save r(max) as a local macro
local ymax = r(max)
// now let's find the x value for that y value.
// remember that the x axis variable is "price" 
sum price if mpg==`ymax', d
// now look at r-value scalars you can call.
// since there's only 1 value, the mean, min, max,
// and sum are all the same. 
return list
// let's now grab the r(mean) of as a local macro
local ymax_x = r(mean)
// now you can prove that you grabbed the correct point
di "Y max =" `ymax' ", and that point is at X=" `ymax_x'
// now place those local macros in the Y and X, keeping
// the other offsets
twoway ///
(scatter mpg price) ///
, ///
text(`=`ymax'+0.3' `=`ymax_x'+200' "←look at this point!", placement(e) justification(center) size(large))

You can do the same for the x-axis extreme in the same script. for the X extreme, we’ll change the placement so it’s northwest and also tweak the Y,X coordinate offsets.

sysuse auto, clear
sum mpg, d
local ymax = r(max)
sum price if mpg==`ymax', d
local ymax_x = r(mean)
di "Y max =" `ymax' ", and that point is at X=" `ymax_x'
//
sum price, d
local xmax=r(max)
sum mpg if price==`xmax', d
local xmax_y=r(mean)
di "X max =" `xmax' ", and that point is at Y=" `xmax_y'

twoway ///
(scatter mpg price) ///
, ///
text(`=`ymax'+0.3' `=`ymax_x'+200' "←look at this point!", placement(e) justification(center) size(large)) ///
text(`=`xmax_y'+1' `=`xmax'+260' "look at this point!↓", placement(nw) justification(center) size(large))

What about adding text labels bar graphs?

There’s a simple –graph bar– command, which isn’t terribly customizable. Here, we’ll be using the –twoway bar– bar graphs and add some fancy error bars with –twoway rcap–. The simplest way to do this is to make a new “dataset” from summary statistics in a separate frame. Frames are new in Stata 16, so if you are using an older version, this won’t work.

After making a frame with a bunch of summary statistics by group (most of which we won’t use here, but you might opt to later so we’ll keep it all there), you get this figure of mean and +/- 1.98*SD error bars.

// this has local macros so need to run from top to bottom in a do file!
// clear all frames
version 16
frames reset
sysuse auto, clear
// make a new frame called "bardata" that will store the values for bars. 
frame create bardata str20 rowname n low95 high95 mean sd median iqrlow iqrhigh bar_order
//
// now grab summary statistics for foreign==0 
// grab 2.5th and 95th %ile and save as local macros
// in case you might want them ever
_pctile mpg if foreign==0, percentiles(2.5 97.5)
local low95 = r(r1)
local high95= r(r2)
// now sum with detail one row 
sum mpg if foreign==0, d
// post these to the new frame/bardata
// note the final row, which will be the x axis value that will correspond with bar placement
frame post bardata  ("Foreign==0") (r(N)) (r(mean)) (`low95') (`high95') (r(sd)) (r(p50)) (r(p25)) (r(p75)) (1)
// 
// now repeat for foreign==1
_pctile mpg if foreign==1, percentiles(2.5 97.5)
local low95 = r(r1)
local high95= r(r2)
sum mpg if foreign==1, d
// note the final row is now 3, leaving a gap of between the prior row 
frame post bardata  ("Foreign==1") (r(N)) (r(mean)) (`low95') (`high95') (r(sd)) (r(p50)) (r(p25)) (r(p75)) (3)

// now change to the frame with the summary statistics
cwf bardata 
// let's make a new variable that's the mean +/- 1.98*sd
gen sd198low = mean-(sd*1.98)
gen sd198high = mean+(sd*1.98)

// now graph those data 
twoway ///
(bar mean bar_order) ///
(rcap sd198low sd198high bar_order, vert lcolor(black)) ///
, ///
yla(0(10)50) ///
xla(1 "Domestic" 3 "Foreign") ///
ytitle("MPG") 

Let’s make things a bit more fancy with labels, and place a text box with the mean and SD immediately above/north of the bars, which themselves are means of MPG by group. One quirk of Stata is that when formatting printed text from stored values, you need to place the label in an opening and closing tick, put a colon, type display, then apply the formatting (e.g., %3.1f for 1 digit after the decimal) then the value you are trying to show. You’ll notice that formatting in the last two lines of the following code.

// clear all frames
version 16
frames reset
sysuse auto, clear
// make a new frame called "bardata" that will store the values for bars. 
frame create bardata str20 rowname n mean low95 high95  sd median iqrlow iqrhigh bar_order
//
// now grab summary statisticis for foreign==0 
// grab 2.5th and 95th %ile and save as local macros
_pctile mpg if foreign==0, percentiles(2.5 97.5)
local low95 = r(r1)
local high95= r(r2)
// now sum with detail one row 
sum mpg if foreign==0, d
// post these to the new frame/bardata
// note the final row, which will be the x axis value that will correspond with bar placement
frame post bardata  ("Foreign==0") (r(N)) (r(mean)) (`low95') (`high95') (r(sd)) (r(p50)) (r(p25)) (r(p75)) (1)
// 
// now repeat for foreign==1
_pctile mpg if foreign==1, percentiles(2.5 97.5)
local low95 = r(r1)
local high95= r(r2)
sum mpg if foreign==1, d
// note the final row is now 3, leaving a gap of between the prior row 
frame post bardata  ("Foreign==1") (r(N)) (r(mean)) (`low95') (`high95') (r(sd)) (r(p50)) (r(p25)) (r(p75)) (3)

// now change to the frame with the summary statistics
cwf bardata 
// let's make a new variable that's the mean +/- 1.98*sd
gen sd198low = mean-(sd*1.98)
gen sd198high = mean+(sd*1.98)

// let's grab the mean and SD for each group. This frame has only two 
// rows of data, so we'll use the row notatition to generate a local from
// the first and second rows, with row number specified in brackets
local group0_mean = mean[1]
local group0_sd =sd[1]
local group0_n = n[1]
// print to check your work
di "for group 0, mean =" `group0_mean' ", SD=" `group0_sd' ", n=" `group0_n'
// do the other group 
local group1_mean = mean[2]
local group1_sd =sd[2]
local group1_n = n[2]
// print to check your work
di "for group 1, mean =" `group1_mean' ", SD=" `group1_sd' ", n=" `group1_n'

// now graph those data 
// we'll add labels for the mean and SD and also
// label the N in the xlabels
twoway ///
(bar mean bar_order) ///
(rcap sd198low sd198high bar_order, vert lcolor(black)) ///
, ///
yla(0(10)50) ///
xla(1 "Domestic, n=`group0_n'" 3 "Foreign, n=`group1_n'") ///
ytitle("MPG") ///
text(`group0_mean' 1 "Mean (SD)= `: display %3.1f `group0_mean'' (`: display %3.1f `group0_sd'')", placement(n)) ///
text(`group1_mean' 3 "Mean (SD)= `: display %3.1f `group1_mean'' (`: display %3.1f `group1_sd'')", placement(n)) 

Appending/merging/combining Stata figures/images with ImageMagick

Sometimes you want to combine two figures in Stata but the –graph combine– command isn’t doing it for you for whatever reason. I’ve run into this when I’ve already merged several figures (abcd), and want to combine that with another merged figure (1234):

[a]
[b]
[c]
[d]
...run graph combine then graph export in Stata and get:
[abcd].png

[1]
[2]
[3]
[4]
...graph combine and graph export to get:
[1234].png

But what I want is one image that looks like this, stacking one on top of the other:

[abcd
 1234].png

My previous workflow was to open up GIMP and manually combine them together. It turns out ImageMagick allows you to do this from the command line, so you can embed a couple of lines of code in your Stata do file to combine images together quickly. You can read details on the append command here (and also the related smush command here).

Getting started with Imagemagick & Stata, and example on how to combine/merge/append images

Note: I am doing this on Windows. The process might be slightly different for Mac or *nix.

Also note: The examples here use PNG files since they are smaller than TIFF files. You might opt to use TIFF files since they are uncompressed and won’t introduce compression artifact with multiple manipulations. Journals will probably want TIFF files anyway so perhaps do that from the start.

Also also note: Imagemagick doesn’t like extra spaces in code. If your code doesn’t run as expected, check that you don’t have extra spaces in your code. And also make sure you are also running the “local pwd=c(pwd)” command along with your other lines of code all at once.

  • Step 1: Download and install ImageMagick. Make sure to check the box next to “Add application directory to your system path”. This allows you to call ImageMagick from the command line so you can use it in Stata.
  • Step 2: From a do file, make some figures and use –graph export– to save them in your working directory as a common filetype (e.g., PNG, JPG, SVG). Let’s assume you have one figure called abcd.png and another called 1234.png.
    • Note: Type -pwd- to see where your working directory is.
  • Step 3: In your do file below the code that makes your two figures, call ImageMagick from the shell (“!” is the Stata command to call the shell), list out the names of the figures you want to combine, say you want to combine them, then tell it the name of the combined filetype.
    • To simplify the code, we’ll also grab the present working directory and put it before the filename as a local macro. Since this uses local macros, you need to run all lines at once from a do file and not one-by-one in Stata.

Combining figures using convert -append

Here’s some code that will vertically append a file “abcd.png” to “1234.png” and save as “abcd1234.png”:

local pwd = c(pwd) // pluck stata's working directory
//
!magick ///
convert ///
"`pwd'/abcd.png" ///
"`pwd'/1234.png" ///
-append ///
"`pwd'/abcd1234.png"

Note that if you want to combine them horizontally instead of vertically, you’d use “+append” instead.

Combining figures using mosaic

Alternatively, you can use the mosaic command, and specify “concatenate” to do the same thing, specifying they are tiled in a 1×2 tiling (read about the mosaic command here). Note that adding -label “” before each figure name keeps any generated labels from appearing under each figure in the final mosaic:

local pwd = c(pwd) // pluck stata's working directory
//
!magick ///
montage ///
-label "" "`pwd'/abcd.png" ///
-label "" "`pwd'/1234.png" ///
-mode Concatenate -tile 1x2 ///
"`pwd'/abcd1234.png"

Or you can use the mosaic command to stick together all of the original figures as 4×2 tiling:

local pwd = c(pwd) // pluck stata's working directory
// 
!magick ///
montage ///
-label "" "`pwd'/a.png" ///
-label "" "`pwd'/b.png" ///
-label "" "`pwd'/c.png" ///
-label "" "`pwd'/d.png" ///
-label "" "`pwd'/1.png" ///
-label "" "`pwd'/2.png" ///
-label "" "`pwd'/3.png" ///
-label "" "`pwd'/4.png" ///
-mode Concatenate -tile 4x2 ///
"`pwd'/abcd1234.png"

Adding text/annotation to your image

Adding text label on the figure itself with Convert -annotate

You can also add some labels right on your figure with the “convert -annotate” command (details here). Here we are adding a label “A)” and “B)” to the top left corner of each figure, or “Northwest” as defined by gravity (can use other cardinal directions too). You can move things up or down from the Northwest point if needed by changing the +0+0 (that’s +x+y) offset.

sysuse auto, clear

set scheme s1mono // I like this scheme
twoway scatter mpg rep78
graph export 1234.png, width(1000) replace

twoway scatter rep78 mpg
graph export abcd.png, width(1000) replace 

local pwd = c(pwd) // pluck stata's working directory
//
!magick ///
convert ///
"`pwd'/abcd.png" -gravity Northwest -pointsize 30 -annotate +10+0 "A)" ///
"`pwd'/abcd_labeled.png"
//
!magick ///
convert ///
"`pwd'/1234.png" -gravity Northwest -pointsize 30 -annotate +10+0 "B)" ///
"`pwd'/1234_labeled.png"
//
!magick ///
"`pwd'/abcd_labeled.png" ///
"`pwd'/1234_labeled.png" ///
-append ///
"`pwd'/abcd1234_labeled.png"

Here’s the resulting figure:

Adding text above your figure with convert -label, then combining figures with mosaic

This will add a label above your image, instead of on your image like convert -annotate. Here, the background is yellow so you can see it. Details are here.

This can be followed by a mosaic command so you can get a figure like this (with white label now).

Note that Imagemagick will try to append the labels that you generated in prior lines (“A) Figure Name” and “B) Figure Name”) under each image before combining unless you specify -label “”. Code to make the above figures:

sysuse auto, clear

set scheme s1mono // I like this scheme
twoway scatter mpg rep78
graph export 1234.png, width(1000) replace

twoway scatter rep78 mpg
graph export abcd.png, width(1000) replace 

local pwd = c(pwd) // pluck stata's working directory
// label
!magick ///
convert ///
"`pwd'/abcd.png" -background white -pointsize 30 label:"A) Figure Name" +swap -gravity West -append ///
"`pwd'/abcd_labeled.png"
//
!magick ///
convert ///
"`pwd'/1234.png" -background white -pointsize 30 label:"B) Figure Name" +swap -gravity West -append ///
"`pwd'/1234_labeled.png"
// combine as a montage
!magick ///
montage ///
-label "" "`pwd'/abcd_labeled.png" ///
-label "" "`pwd'/1234_labeled.png" ///
-mode Concatenate -tile 1x2 ///
"`pwd'/abcd1234_labeled_montage.png"

Generating an image with text then sticking that on top of your figures

ImageMagick will allow you to make an image that’s just text, which you can then stack on top of your figures using the montage feature. Just make sure to set the text width to be the same width as your figure, 1000 pixels here. You will stack them like this:

[abcd_label <-newly generated image of just text
abcd
1234_label <-newly generated image of just text
1234]

And you’ll get something like this:

sysuse auto, clear

set scheme s1mono // I like this scheme
twoway scatter rep78 mpg
graph export abcd.png, width(1000) replace 

twoway scatter mpg rep78
graph export 1234.png, width(1000) replace

local pwd = c(pwd) // pluck stata's working directory
// make two separate text labels that you will later combine with your
// abcd and 1234 figures using montage
// 
// first make the labels
// note: the caption option will use word wrap if it's too wide. 
// This is 1000 pixels wide to match the other figures. 
//
!magick ///
convert ///
-background none -size 1000x -fill black -font ariel -pointsize 30 caption:"A) Figure Name" ///
"`pwd'/abcdlabel.png"
//
!magick ///
convert ///
-background none -size 1000x -fill black -font ariel -pointsize 30 caption:"B) Figure Name" ///
"`pwd'/1234label.png"
//now use montage to put those labels on top of your other ones. 
//combine as a montage
//
!magick ///
montage ///
-label "" "`pwd'/abcdlabel.png" ///
-label "" "`pwd'/abcd.png" ///
-label "" "`pwd'/1234label.png" ///
-label "" "`pwd'/1234.png" ///
-mode Concatenate -tile 1x4 ///
"`pwd'/abcd1234_labeled_montage.png"

Other useful functions of Imagemagick

Convert and -Trim

Trimming removes all of the extra border around your figure. The border is defined as whatever color the pixel in the corner is. So if you have a figure that looks like this:

Trimming will remove the small amount of blue space outside of your labels and around the figure, so you get this:

Code to do this:

sysuse auto, clear
set scheme s2color // stata's default scheme
twoway scatter rep78 mpg
graph export abcd.png, width(1000) replace 
//
local pwd = c(pwd) // pluck stata's working directory
//
!magick ///
convert ///
"`pwd'/abcd.png" -trim ///
"`pwd'/abcd_trim.png"

Replicating Stata’s Graph Combine feature

I’m not quite sure why you’d want to do this, but you can combine several figures without axis labels and use one overall label like specifying l1label and b1label in –graph combine–. This code makes 4 separate figures without labels then merges them together then generates text to go on the left side vertically and on the bottom horizontally. You get this figure in the end:

sysuse auto, clear
set scheme s1mono // I like this scheme
//
// Make 4 figures without labels
twoway scatter mpg weight if rep78==1 ///
, ///
xti("") ///
yti("")
//
graph export 1.png, width(1000) replace
//
twoway scatter mpg weight if rep78==2 ///
, ///
xti("") ///
yti("")
//
graph export 2.png, width(1000) replace
//
twoway scatter mpg weight if rep78==3 ///
, ///
xti("") ///
yti("")
//
graph export 3.png, width(1000) replace
//
twoway scatter mpg weight if rep78==4 ///
, ///
xti("") ///
yti("")
//
graph export 4.png, width(1000) replace
// 
local pwd = c(pwd) // pluck stata's working directory
// now merge the 4 figures horizontally:
!magick ///
montage ///
-label "" "`pwd'/1.png" ///
-label "" "`pwd'/2.png" ///
-label "" "`pwd'/3.png" ///
-label "" "`pwd'/4.png" ///
-mode Concatenate -tile 4x1 ///
"`pwd'/1234_noaxislabel.png"
// now make a side label as a text block:
//
!magick ///
convert ///
-pointsize 50 label:"Side Label!" -rotate -90 ///
"`pwd'/1234sidelabel.png"
//
// ditto bottom label: 
//
!magick ///
convert ///
-pointsize 50 label:"Bottom Label!" -rotate -0 ///
"`pwd'/1234bottomlabel.png"
//
// now combine them together:
!magick convert \( "`pwd'/1234sidelabel.png" "`pwd'/1234_noaxislabel.png" -gravity Center +append \) \( "`pwd'/1234bottomlabel.png" \) -append 1234_labeled.png

Making a Bland-Altman plot with printed mean and SD in Stata

The below code outputs this Bland-Altman plot figure, which prints the mean and SD and puts a solid line for mean difference and red dotted lines for mean difference +/- 1.96*SD. (Note: the original BA paper used +/- 2*SD, but it’s reasonable to use +/-1.96*SD given it’s commonality in estimating the bounds of 95% confidence intervals of a normally-distributed plot). By the way, see the related page on making a scatterplot here, which should probably be shown alongside this figure in any publication.

Here’s the code:

// note this uses local macros so you need to run this entire thing
// top to bottom in a do file, not line by line. 
//
// Step 1: input some fake data:
// Note: for comparing tests (e.g., lab tests), I make x the "gold standard" 
//       test and y the investigational test 
clear all

input id yvar xvar
1 2 5
2 3 5
3 6 5
4 7 7
5 3 2
6 10 12
7 1 2
8 11 12
9 4 6
10 5 5
end

// Step 2a: make difference (to go on y axis) and mean (x axis) variables
gen diff= yvar - xvar
gen mean = (yvar+xvar)/2

// Step 2b: Grab the difference (y axis) mean and sd
sum diff, d
local diffmean= r(mean)
local diffsd = r(sd)

// Step 3: graph!
set scheme s1mono // I like this scheme

twoway ///
(scatter diff mean, msymbol(O) msize(medium) mcolor(black)) ///
, ///
/// black dotted line at zero:
yline(0, lcolor(black) lpattern(dot) lwidth(medium)) ///
/// red solid line at mean:
yline(`=`diffmean'',lcolor(red) lpattern(solid) lwidth(medium)) ///
/// red dashed lines at mean +/- 1.96*sd
yline(`=`diffmean'+1.96*`diffsd''  , lcolor(red) lpattern(dash) lwidth(medium)) ///
yline(`=`diffmean'-1.96*`diffsd''  , lcolor(red) lpattern(dash) lwidth(medium)) ///
aspect(1) /// force output to be square
/// here's the text box with mean and sd,
/// you'll need to tweak the first two numbers so the y,x
/// coordinates drop the text where you want it
text(6 0 "{bf:Mean=`:di %3.1f `=`diffmean'''}" "{bf:SD=`:di %3.1f `=`diffsd'''}", placement(se) justification(left)) /// 
legend(off) /// Shut off the legend
/// Now tweak the ranges of the axes to your liking. 
/// I like to make them the same width. In this example, the x axis is from 
/// 0 to 12 so is 12 units wide. So I set the y axis to also be 
/// 12 units wide, going from -6 to +6.
xla(0(3)12) /// you'll need to tweak range for your data
yla(-6(3)6, angle(0)) /// you'll need to tweak range for your data
ytitle("Difference, yvar minus xvar") ///
xtitle("Mean, yvar and xvar") ///
title("Title!") 

Making a scatterplot with R squared and percent coefficient of variation in Stata

I recently had to make some scatterplots for Figure 3 of this paper. I decided to clean up the code in case it might be helpful to others.

The below code outputs a scatterplot with R-squared and %CV. I grabbed the %CV-from-a-regression code from Mehmet Mehmetoglu’s CV program. (Type –ssc install cv– to grab that one. It’s not needed for below.) By the way, you might also be interested in how to make a related Bland-Altman plot here.

Here’s the code:

// note this uses local macros so you need to run this entire thing
// top to bottom in a do file, not line by line. 
//
// Step 1: input some fake data:
clear all

input id yvar xvar
1 2 5
2 3 5
3 6 5
4 7 7
5 3 2
6 10 12
7 1 2
8 11 12
9 4 6
10 5 5
end

// Step 2a: Grab the R2 from a regresssion
regress yvar xvar
local rsq = e(r2)
// Step 2b, from the same regression, calculate the percent CV
local  rmse= e(rmse)
local depvar = e(depvar)
sum `depvar' if e(sample), meanonly
local depvarmean = r(mean)
local cv = `rmse'/`depvarmean'*100

// Step 3: graph!
set scheme s1mono // I like this scheme

twoway ///
/// Line of unity, you'll need to tweak the range for your data.
/// note that 'y' and 'x' are not the same as 'yvar' and 'xvar'
/// but are instead what's required here to print the line of
/// unity:
(function y=x , range(0 12) lcolor(red) lpattern(solid) lwidth(medium)) ///
/// line of fit:
(lfit yvar xvar,  lcolor(red) lpattern(dash) lwidth(medium)) ///
/// Scatter plot dots:
(scatter yvar xvar, msymbol(O) msize(medium) mcolor(black)) ///
, ///
aspect(1) /// force output to be square
/// here's the text box with R2 and CV,
/// you'll need to tweak the first two numbers so the y,x
/// coordinates drop the text where you want it
text(12 0 "{bf:R²=`:di %3.1f `=`rsq'''}" "{bf:CV=`:di %4.1f `=`cv'''%}", placement(se) justification(left)) /// 
legend(off) /// Shut off the legend
yla(0(3)12, angle(0)) /// you'll need to tweak range for your data
xla(0(3)12) /// you'll need to tweak range for your data
ytitle("yvar!") ///
xtitle("xvar!") ///
title("Title!") 

Generate random data, make scatterplot with fitted line, and merge multiple figures in Stata

I recently made these two figures with a Stata do file that (A) generates some fake data, (B) plots the data overall with a fitted line, (C) plots each participant individually with fitted line, and (D) merges these four individual plots into one overall plot. One tricky piece of this was to get the –graph combine– command to get the four figures to be square, I had to fiddle with the –ysize– to get them to be square. I had originally tried using the –aspect– option, but it builds in lots of white space to between the figures. this way seemed to work.

Here’s the Stata code to make the above figures.

************************
*****clear data/graphs**
****set graph schemes***
************************
clear
graph drop _all
set scheme s1mono

************************
*****generate data******
************************
set seed 8675309
// generate 40 random values
set obs 40
//...called x and y that range from - to +9
gen y = runiform(-9,9)
gen x = runiform(-9,9)
// now make an indicator for each grouping of 10
gen n =.
replace n= 1 if _n>=0 & _n<=10
replace n= 2 if _n>10 & _n<=20
replace n= 3 if _n>20 & _n<=30
replace n= 4 if _n>30 & _n<=40
// now for each successive 10 rows, add 100, 120, 140, and 160
replace y = y+100 if n==1
replace x = x+100 if n==1

replace y = y+120 if n==2
replace x= x+120 if n==2

replace y= y+140 if n==3
replace x= x+140 if n==3

replace y= y+160 if n==4
replace x= x+160 if n==4

************************
*****single figure******
************************
twoway ///
/// line of unity (45 degree line): 
(function y = x, ra(90 170) clpat(solid) clwidth(medium) clcolor(black)) ///
/// line of fit: 
(lfit y x, lcolor(red) lpattern(dash) lwidth(thick)) ///
/// dots for each group, using colors from colorbrewer2
(scatter y x if n==1, mcolor("230 97 1") msymbol(O) mlcolor(black)) ///
(scatter y x if n==2, mcolor("253 184 99") msymbol(O) mlcolor(black)) ///
(scatter y x if n==3, mcolor("178 171 210") msymbol(O) mlcolor(black)) ///
(scatter y x if n==4, mcolor("94 60 153") msymbol(O) mlcolor(black)) ///
, ///
/// force size:
ysize(4) xsize(4) ///
/// axis titles and rows:
xtitle("Reference BP, mm Hg") ///
ytitle("Cuffless BP, mm Hg") ///
xla(90(20)170) ///
yla(90(20)170) ///
legend(off) ///
/// labels:
text(102 109 "←Participant A", placement(e)) ///
text(119 127 "←Participant B", placement(e)) ///
text(142 135 "Participant C→", placement(w)) ///
text(160 154 "Participant D→", placement(w)) 
/// export figure:
graph export figure1av2.png, replace width(1000)


************************
***four-piece figures***
*****to merge***********
************************
twoway ///
(function y = x if n==1, ra(90 110) clpat(solid) clwidth(medium) clcolor(black)) ///
(lfit y x if n==1, lcolor(red) lpattern(dash) lwidth(thick)) ///
(scatter y x if n==1, mcolor("230 97 1") msymbol(O) mlcolor(black)) ///
, ///
title("Participant A") ///
xtitle(" ") ///
ytitle(" ") ///
yla(90(5)110) ///
xla(90(5)110) ///
legend(off) ///
name(figure1b1)

twoway ///
(function y = x if n==2, ra(110 130) clpat(solid) clwidth(medium) clcolor(black)) ///
(lfit y x if n==2, lcolor(red) lpattern(dash) lwidth(thick)) ///
(scatter y x if n==2, mcolor("253 184 99") msymbol(O) mlcolor(black)) ///
, ///
title("Participant B") ///
xtitle(" ") ///
ytitle(" ") ///
yla(110(5)130) ///
xla(110(5)130) ///
legend(off) ///
name(figure1b2)

twoway ///
(function y = x if n==3, ra(130 150) clpat(solid) clwidth(medium) clcolor(black)) ///
(lfit y x if n==3, lcolor(red) lpattern(dash) lwidth(thick)) ///
(scatter y x if n==3, mcolor("178 171 210") msymbol(O) mlcolor(black)) ///
, ///
title("Participant C") ///
xtitle(" ") ///
ytitle(" ") ///
yla(130(5)150) ///
xla(130(5)150) ///
legend(off) ///
name(figure1b3)

twoway ///
(function y = x if n==4, ra(150 170) clpat(solid) clwidth(medium) clcolor(black)) ///
(lfit y x if n==4, lcolor(red) lpattern(dash) lwidth(thick)) ///
(scatter y x if n==4, mcolor("94 60 153") msymbol(O) mlcolor(black)) ///
, ///
title("Participant D") ///
xtitle(" ") ///
ytitle(" ") ///
yla(150(5)170) ///
xla(150(5)170) ///
legend(off) ///
name(figure1b4)

***********************
***combine figures*****
***********************
graph combine figure1b1 figure1b2 figure1b3 figure1b4 /*figure1b5*/, ///
b1title("Reference BP, mm Hg") ///
l1title("Cuffless BP, mm Hg") ///
/// this forces the four scatterplots to be the same height/width
/// details here:
/// https://www.stata.com/statalist/archive/2013-07/msg00842.html
cols(2) iscale(.7273) ysize(5.9) graphregion(margin(zero))

/// export to figure
graph export figure1bv2.png, replace width(1000)

Diapers, baby wipes, and other baby-related things for new parents

I became a dad during fellowship and have had several other kids since then. From this experience, I wanted to jot down some advice for new parents looking for what to get in anticipation of a transition to parenthood. Note: My recommendations here represent my personal opinion and come from my experience as a dad who overengineers things and not as a doctor. (I am an internist and only take care of adults, and not kids anyway.) I don’t have vested interests in any of the products here and don’t receive any income from links or whatnot.

Diapers

Costco’s Kirkland Signature Diapers. These rock. They are on par with any high-end diaper company out there. (I think they have better performance than the super expensive environmentally-marketed ones that are free from bleaching and whatnot.) Kirkland Signature Diapers come in massive boxes and go on sale once or twice per year. We typically stock up in multiple sizes when they go on sale. They don’t have a newborn size, but our kids only wore newborn-size diapers for about 2 weeks, and honestly they could have all been in size 1 diapers from the get-go. If you are a new parent and your kid is ≥7 lbs (≥3,200 g) at delivery, maybe pick up a 20 pack of some other brand’s newborn size then anticipate flipping over to Size 1 diapers when you run out of newborn size.

Some online commenters have said that Kirkland Signature diapers have changed in quality in recent years. As of 8/2022, we have had ≥1 of our kids in these diapers continuously for 6+ years and I have not noticed any differences in this time. So, no I don’t think the quality has changed. If you don’t have a Costco nearby, it might be cost-effective to get a membership so you can order these online.

If we are traveling and run out of diapers, we get Huggies or Pampers as a backup.

If you go for cloth diapers, more power to you. They didn’t work for us.

Baby wipes

Unlike Costco’s diapers, which I think are equivalent to other high end diapers, Costco’s Kirkland Signature Baby Wipes are in a league of their own. They are far and away the best wipes we have ever used, and we have used pretty much all major brands, including the environmentally-marketed ones. These Kirkland Signature wipes also come in massive boxes. I don’t think they have changed in quality in the past 6+ years. We get the unscented ones.

Do yourself a favor and get the Oxo Tot Perfect Pull Wipes Dispenser too. It’ll allow you to get a wet wipe with one hand, which is essential when you are trying to clean up an angry, messy baby.

Baby bag

I had an old Timbuk2 medium-sized messenger bag that I used instead of a backpack in med school. It was big enough to fit a 14-inch laptop. This works flawlessly as a baby bag. We keep it packed by the door and grab it on the way out as a reflex — just make sure to restock it when you get back from an excursion! Other messenger bags will probably work just fine, but I’ve only had this Timbuk2 one. There a lot to love from a messenger bag form-factor as a baby bag, like ability to flip the cover open without putting it down or even needing to use either arm to carry it.

Either a small or medium messenger bag is reasonable, but if you aren’t sure, or if you might have >1 kid, get the medium. These are easy to find used online, and my recommendation is to get the cheapest, ugliest, most beat up messenger bag that you can find. It’ll be easier to spot in public/the airport, and will only get more beat up over time.

Inside the bag, we had a compact changing pad and 2 mesh/zippered luggage packing cubes. I recommend getting packing cubes that come in multiple sizes and using whichever ones fit in the bag. (You’ll find uses for the others!)

  • In one of the cubes, we kept (1) diapers and (2) a handful of baby wipes inside two separate quart or gallon freezer bags (the same kind of bag you probably already have in your kitchen drawer). We also kept (3) a tube of petroleum jelly, (4) hand sanitizer, and (5) dog poop cleanup bags for used diapers and other garbage, and yes I mean the type of dog bags that you see hooked to a leash.
  • In the other cube we kept changes of kid clothes inside a gallon freezer bag.

We also had some miscellaneous items, like acetaminophen, pacifiers, small books, small toys, etc. tucked in the front pouch.

Garbage can to put diapers in (“diaper pail”)

We have (a) a massive, expensive airtight diaper pail and (b) a smaller, non-airtight, 8 liter/2.1 gallon garbage can with a foot-triggered pop-up lid. The (a) big, fancy diaper pail is so big that you don’t have to change it as much, and the diapers get absolutely rancid in there. Every time you open it and it’s more than half full, you get this “puff” of disgusting air smell that will linger in the air for a while. I prefer our (b) little, non-airtight, 8 liter/2.1 gallon garbage can with a lid to the big expensive, airtight diaper pail. No, it’s not airtight, but I don’t think it matters since smaller size forces you to empty it out every few days so it doesn’t get too nasty. I wouldn’t get anything larger than 10.2 liters/2.7 gallons or else you’ll have a huge pile of gross diapers and the smell issue. I also wouldn’t go any smaller than 8 liters/2.1 gallons either since then you’ll be emptying it constantly. Here’s a search to get you going.

They annoyingly no longer sell small trash can liners at our local Costco, so instead I’m using the waaay oversized 13-gal bags. I actually like these bags for this use though, since they are very strong and give me an opportunity to empty other trash cans into the bag when taking out the diapers.

FYI: I asked my spouse which diaper pail they like and they like the (a) massive one more than the (b) small one. I still like the (b) small one better!

Baby and little kid clothing

When you are expecting, friends and family will get you newborn-sized clothing, which will be cute and all but your kid will grow out of these almost immediately. Make sure to guide potential gift-givers to 3-6 mo, 6-12 mo, and 12-18 mo clothing.

The older the kid is, the rougher they are on everything, including clothing. Starting at 1 year old, think about getting more durable brand clothing that will last long enough to be a hand-me-down within or between families. Clothing from box stores or mall chain stores don’t seem to dependably last through 1 kid aged ≥1 year, let alone a second kid. Brands that we have found durable include:

All of these brands are more expensive when not on sale or second hand. Since they are super durable, the second hand stuff is usually great. We’ve lucked out with some great sales over the years. You might want to sign up for their email advertisements so you catch sales when they pop up.

Baby and little kid shoes and boots

First things first, US-standard kids shoe sizing is really annoying since it’s a mix of numbers, letters, and words like “little kid” and “big kid”. The sizes for toddlers-grade school sometimes have an “m” next to them but not always (e.g., 4m) and go up to 12 or 13 (“toddler” or “little kid”) and then start over at 1 again (“big kid”). It’s confusing to know what size you are ordering. Shoes often have a “cm” size to help differentiate. If they are around or above 20 cm, then they are the bigger kids size (ie later grade school).

Kids grow really fast. Do yourself a favor and get a shoe sizer for home. We have this one from Squatchi. It’ll make life simpler when ordering shoes online.

Don’t sweat shoes and boots before your kids starts walking, get whatever is cheap or gifted. Once you have a toddler, it’s time to up your game. I haven’t found a pair of shoes that survives very long so don’t have recommendations for that (Saucony Jazz and See Kai Run are popular and are okay). On the rain boot front, Bogs “rain boots” are the only boots we’ve tried that survive long enough to be passed down. We’ve had good luck with buying them used as well.

For winter/snow boots, the better ones are below. I’m guessing Bogs also makes good winter boots, we’ve just never had any of them.

Toys

I strongly, strongly, strongly recommend implementing a rule that your house doesn’t have toys that take batteries. Tell friends and family members about this rule and enforce it. That’s my only advice.

Miscellaneous items

Here are some items that I’ve been surprised to use as much as we do:

  • 24-pack of white washcloths and 12-pack of white hand towels from Costco. These are in the style you’d find in a hotel. Thirsty and boring. We keep them in their own drawer in the kitchen and preferentially use them for cleanups instead of paper towels. We use washcloths for smaller messes and hand towels for bigger messes. These cloths/towels are easy to clean in a bleach load. Ours are discolored at this point from heavy use, but they have saved many trees since they keep us from using paper products.
  • A bouncy chair, like this Bright Stars one. We place this outside the bathroom so my spouse can put down our infant during a shower or whatnot. We also have one in the kitchen for when we are making meals or cleaning. Just don’t leave in a place where you’ll drop something on your kid or trip on your kid.
  • The Couchcoaster to hold drinks on the couch. Kids need somewhere to put their water bottles when they are older or else you’ll have a leaking upside down bottle on your couch. These are perfect.
  • Stick on Avery No Iron Clothing Labels. We lost 4 or 5 pairs of winter gloves at daycare until we started using these, now we never lose them. Just write your kid’s last name on these with a permanent marker and stick them on the clothing. (Using last names instead of first names is good practice if you think you might have multiple kids so you won’t have to relabel things.) They survive the washer and dryer no problem, but occasionally require a re-do of the name. We use them on hats, gloves, sweaters, sweat shirts, blankets, towels, boots, and whatnot. For most clothing, we put the label inside. For gloves, put it on the outside. Peeling off these labels from clothing leaves behind a goopy residue that won’t come off. Just stick a blank, similar sized label in the same spot after removing one. Easy fix.
  • A label maker. We stick our kids last name on all hard objects (bento boxes, water bottles, food storage, etc.). Having a label maker is surprisingly handy, since the labels don’t fade and survive dishwashers. And my handwriting is stereotypically bad for a doctor. We have an Epson one that isn’t made anymore as far as I can tell. This Brother model looks very similar.
  • Nalgene 4oz and 8oz plastic storage jars. These are made from “Tritan” material and are clear. Nalgene also makes some with PPCO/polypropylene, which are opaque/cloudy, we haven’t gotten those type as they are marketed for laboratory use and aren’t leakproof per some of the listings. The links above are to the Nalgene website, which is the cheapest source, but they are frequently out of stock. It might be prudent to sign up for their “stock alerts” email if they aren’t in stock. They are about 2x the cost on a website that rhymes with zamerzon. Why are they great? Just like the iconic Nalgene water bottles, these jars are seemingly indestructible and leak proof. They make packing lunches and snacks super easy since you don’t have to worry about them leaking or coming open. They store breast milk/formula in a pinch. (I wouldn’t freeze liquid in these.) With our first kid, we picked up about 10 of the 4 oz and 5 of the 8 oz to keep up with our usage. Put a label from your label maker on these to keep them from disappearing at daycare/school. Get these Oxo mini scrub brushes so you can get any crud that might build up in the inside of the lid. We also got one of these dishwasher baskets to hold the lids upright in our 2-rack dishwasher, but don’t need the baskets anymore with our new 3-rack dishwasher since the lids lie comfortably flat on the top rack.
  • White noise machine. We’ve tried a few different models and this is our favorite. It has a good balance of low power (running on 5v USB!) and good quality sound. We have this in our room and the kids rooms running all the time at a low volume with the deeper white noise sound (i.e., brown noise).
  • Cable (“zip”) ties. Sometimes you just need to tie some inanimate object down quickly and semi permanently. Zip ties are awesome for that. Get at least 18 inch long ones. This brand has been good.
  • Junk drawer tools. Here are some items that I find useful and use several times per month, so I keep them in the kitchen and not in the tool box. This screwdriver with flat and Phillips head in two sizes. These little cutting pliers and needle nose pliers (keep out of reach of little hands!).
  • House project supplies. I assume you have a basic set of tools. If you have drywall, you’ll be using oodles of drywall anchors while baby proofing. The anchors that come in baby proofing kits are usually terrible, so get these awesome drywall anchors (they require a matching drill bit to go with a power drill, as FYI). Get a stud finder too. I don’t really like ours so won’t recommend it.
  • Screw thread locker. Kids stuff seems to come unscrewed pretty easily. A dab of this blue Loctite Threadlocker on the side of a screw’s threading will keep it from coming undone. This is a cheat code.
  • Bathroom items. These nail clippers are awesome when kids are a little older. For infants, these ones are great. At some point your kid will get a splinter and you will want really good 2-piece set of tweezers like these before that.

Protip: Pick up some Oxiclean powder. Use it to get used or otherwise dirty kids clothing looking brand new.

Doing an “Oxiclean soak” in a dishpan is remarkably effective at getting nasty stains out. We have a great outdoor gear consignment shop in Burlington, VT (Outdoor Gear Exchange). Some of the high-end consignment kids winter gear (e.g., Patagonia) has really caked in dirt/stains, but are otherwise in great shape. The price is usually dramatically lowered because of these stains. We have had 100% success in getting these stains out with an Oxiclean soak, getting these items looking more-or-less brand new. It also works well for other run-of-the-mill clothing stains and deodorant/antiperspirant stains.

Pick up the following:

There are instructions on how to do this soak on the back of the Oxiclean box, but our approach is to:

  • (A) put on nitrile gloves,
  • (B) fill the ~4 gallon/~15 liter dishpan about half-way with warm/hot water,
  • (C) put the dishpan on a junky old white towel on top of the not-running dryer (towel to catch any bubbles that might spill over), then
  • (D) add 1-2 full scoops (~1-2 cups/~250-500 mL) of Oxiclean.
  • (E) Mix the Oxiclean/water solution around a bit, then
  • (F) add the clothing items, gently agitating them without trying to spill out the liquid.
  • (G) Leave the batch for at least a couple of hours or overnight then
  • (H) dump everything in the dishpan in the washing machine (also put the junky towel in the washing machine), add some mild laundry detergent, and run a normal small-sized wash cycle. After it’s done, we usually then
  • (I) add in a full load of clothes on top of the just-Oxicleaned-then-washed items and run again with mild detergent. I’m not sure we need to do this re-wash, but it doesn’t take much more effort and it gives a nice piece of mind that the Oxiclean has washed out of the kids clothes.

Note: Make sure to use the nitrile gloves when handling this solution and the clothes before they get washed. Don’t mix Oxiclean with bleach or other solvents. Wipe up any spills with paper towels and discard the paper towels immediately. Don’t use the dishpan for other purposes after you’ve used it for Oxicleaning. This soak might discolor some things but we haven’t had that happen with any commercially-produced kids or adult clothing items. It unfortunately won’t remove paint or permanent marker.

Part 7: Making a table for your outcome of interest (Table 2?)

As we learned in part 5, Table 1 describes your analytical population at baseline by your exposure. For those using a continuous variable as an exposure, it’s by quantile (e.g., tertile, quartile) of the exposure. I propose a table known as “Table 2” that describes the outcome of interest by the exposure used in Table 1. You might have seen something along the lines of this in papers before, and we are going to call it “Table 2”. It’s not a universal table in observational epidemiology, so calling it “Table 2” is a bit much. But we’ll call it “Table 2” for our purposes.

Columns

The columns should be identical to that in your Table 1. (I suggest having an “All” column if you don’t have one in your Table 1 though.)

Rows

In Table 1, I suggested having an N and range for continuous variables of your quantiles. I suggest not including those in your Table 2 if they are already in your Table 1, since it’s duplicative. I suppose it might be helpful for error checking to have them in table 2, and confirming that they are identical to your Table 1. But, I suggest not including a row for Ns and ranges in your Table 2 that is included in the manuscript.

In a very simple Table 2, there might be a single row: the outcome in the analytical population. It might look like this:

AllTertile 1Tertile 2Tertile 3
All

BUT! There might be a stratification of interest in your table. in the REGARDS study, we often stratify by Black vs. White race or by sex. So, you might also include rows for each subsequent group, like this:

AllTertile 1Tertile 2Tertile 3
All
Black participants
White participants

Finally, for subgroups, you might opt to include a minimally-adjusted regression comparing your strata. in this example, we could use a modified Poisson regression (i.e., Poisson regression with sandwich or robust variance estimators, Zou’s method) to compare risk of the outcome overall an in each tertile. I’d just adjust for age and sex in this example. So:

AllTertile 1Tertile 2Tertile 3
All
Black participants
White participants
RR, Black vs. White (ref)

Cell

Here, I suggest presenting # with event/# at risk (percentage with event) in each cell, except in the RR row, which would present RR and the 95% confidence interval. Example (totally made up numbers here and some placeholder ##’s, as FYI):

AllTertile 1Tertile 2Tertile 3
All1200/3000 (40%)300/1000 (30%)400/1000 (40%)500/1000 (50%)
Black participants500/1000 (50%)##/## (##%)##/## (##%)##/## (##%)
White participants700/2000 (35%)##/## (##%)##/## (##%)##/## (##%)
RR, Black vs. White (ref)1.42 (1.30-1.55)1.20 (1.15-1.25)1.22 (1.18-1.30)1.21 (1.19-1.28)

That’s it! Even if you don’t include this table, it’s super handy to have to describe the outcome in the text.

Time to event analyses

For time to event analyses, this should be modified a bit. Instead, this should focus on events, follow-up (in person-years), and incident rate (e.g., events in 1000 person-years).

Part 6: Visualizing your continuous exposure at baseline

Visualization of your continuous exposure in an observational epidemiology research project

As we saw in Part 5, it’s important to describe the characteristics of your baseline population by your exposure. This helps readers get a better understanding of internal validity. For folks completing analyses with binary exposures, part 6 isn’t for you. If your analysis includes continuous exposures or ordinal exposures with at least a handful of options, read on.

I think it’s vitally important to visualize your exposure before moving any further forward with your analyses. There are a few reasons that I do this:

  1. Understand the distribution of your exposure. Looking at the raw spread of your data will help you understand if it has a relatively normal distribution, if it’s skewed, if it is multimodal (eg, has several peaks), or if it’s just plain old weird looking. If your exposure is non-normally distributed, then you’ll need to consider the implications of the spread in your analysis. This may mean log-transforming, square root-transforming (if you have lots of zeros in your exposure’s values), or some other sort of transformation.
    • Note: make sure to visualize your transformed exposure value!
  2. Look for patterns that need exploring. You might notice a huge peak at a value of “999”. This might represent missing values, which will need to be recoded. You might notice that values towards the end of the tails of the bell curve might spike up at a particular value. This might represent values that were really above or below the lower limit of detection. You’ll need to think about how to handle such values, possibly recoding them following the NHANES approach as the limit of detection divided by the square root of 2.
  3. Understand the distribution of your exposure by key subgroups. In REGARDS, our analyses commonly focus on racial differences in CVD events. Because of this, I commonly visualize exposures with overlaid histograms for Black and White participants, and see how these exposure variables differ by race. This could easily be done for other sociodemgraphics (notably, by sex), anthropometrics, and disease states.

Ways to depict your continuous exposure

  1. Stem and leaf plots
  2. Histograms
  3. Kernel density plots
  4. Boxplots

1. Stem and leaf plots

Stem and leaf plots are handy for quickly visualizing distributions since the output happens essentially instantaneously, whereas other figures (e.g., histograms) take a second or two to render. Stem and leaf plots are basically sideways histograms using numbers. The Stata command is –stem–.

* load the sysuse auto dataset and clear all data in memory
sysuse auto, clear
* now render a stem and leaf plot of weight
stem weight

Here’s what you get in Stata’s output window. You’ll see a 2 digit number (eg “17**”) followed by a vertical bar then another 2 digit number (eg “60”). That means that 1 person has a value of 1760. If there are multiple numbers after the bar, then that means that there are more than 1 number in that group. For example, the “22**” stem has “00”, “00”, “30”, “40”, and “80” leaves, meaning that there is 2200, 2200, 2230, and 2280 as values in this dataset.

Stem-and-leaf plot for weight (Weight (lbs.))

  17** | 60
  18** | 00,00,30
  19** | 30,80,90
  20** | 20,40,50,70
  21** | 10,20,30,60
  22** | 00,00,30,40,80
  23** | 70
  24** | 10
  25** | 20,80
  26** | 40,50,50,70,90
  27** | 30,50,50
  28** | 30,30
  29** | 30
  30** | 
  31** | 70,80
  32** | 00,10,20,50,60,80
  33** | 00,10,30,50,70,70
  34** | 00,20,20,30,70
  35** | 
  36** | 00,00,70,90,90
  37** | 00,20,40
  38** | 30,80
  39** | 00
  40** | 30,60,60,80
  41** | 30
  42** | 90
  43** | 30
  44** | 
  45** | 
  46** | 
  47** | 20
  48** | 40

For stems with a huge amount of values, you’ll see some other characters appear to split up the stem into multiple stems. For example, here’s the output for stem of MPG:

. stem mpg

Stem-and-leaf plot for mpg (Mileage (mpg))

  1t | 22
  1f | 44444455
  1s | 66667777
  1. | 88888888899999999
  2* | 00011111
  2t | 22222333
  2f | 444455555
  2s | 666
  2. | 8889
  3* | 001
  3t | 
  3f | 455
  3s | 
  3. | 
  4* | 1

You’ll notice that the 10-place stem is split into 4 different stems, “1t”, “1f”, “1s”, and “1.”. I’m guessing that *=0-1, t=2-3, f=4-5, s=6-7, .=8.9.

2. Histograms

A conventional histogram splits continuous data into several evenly-spaced discrete groups called “bins”, and visualizes these discrete groups as a bar graph. These are commonly used but in Stata can’t be used with pweighting. See kernel density plots below for consideration of how to use pweighting.

Let’s see how to do this in Stata, with some randomly generated data that approximates a normal distribution. While we’re at it, we’ll make a variable called “group” that’s 0 or 1 that we’ll use later. (Also note that this dataset doesn’t use discrete values, so I’m not specifying the discrete option in my “hist” code. If you see spaces in your histogram because you are using discrete values, add “, discrete” after your variable name in the histogram line.)

clear all
// set observations to be 1000:
set obs 1000
// set a random number seed for reproducibility: 
set seed 12345
// make a normally-distributed variable, with mean of 5 and SD of 10:
gen myvariable = rnormal(5,10)
// make a 0 or 1 variable for a group, following instructions for "generate ui":
// https://blog.stata.com/2012/07/18/using-statas-random-number-generators-part-1/
gen group = floor((1-0+1)*runiform() + 0)
// now make a histogram
hist myvariable

Here’s the overall histogram:

On the X axis you see the ranges of the values of variable of interest, from around -30 to about +40. On the Y axis you see the density plot. I want to show this same figure by group, however, and the bins are not currently transparent. You won’t be able to tell one group from another. So, in Stata, you need to use the “twoway histogram” option instead of just “histogram” and specify transparent colors of the figure using the %NUMBER notation. We’ll also add a legend. We’ll set the scheme to s1mono to get rid of the ugly default blue surrounding box as well. Example:

// set the scheme to s1mono:
set scheme s1mono
// now make your histogram:
twoway ///
(hist myvariable if group==0, color(blue%30)) ///
(hist myvariable if group==1, color(red%30)) ///
, ///
legend(order(1 "Group==0" 2 "Group==1"))

Here’s what you get:

You can modify things as needed. Something you might consider is changing the density to count or frequency, which is done by adding “frequency” or “percent” after the commas but before the colors. You might also opt to select different colors, which you can read about selection of colors in this editorial I wrote with Mary Cushman.

Considerations for designing histograms

One question is how many bins you want. I found this nice 2019 article by Regina L. Nuzzo, PhD (PDF link, PubMed listing) that goes over lots of considerations for the design of histograms. I specifically like the Box, which lists equations to determine number of bins and bid width. In general, if you have too many bins, your data will look choppy:

// using 100 bins here
twoway ///
(hist myvariable if group==0, color(blue%30) bin(100)) ///
(hist myvariable if group==1, color(red%30)  bin(100)) ///
, ///
legend(order(1 "Group==0" 2 "Group==1"))

And if you have too few, you won’t be able to make sense of the overall structure of the data.

// using 2 bins here
twoway ///
(hist myvariable if group==0, color(blue%30) bin(2)) ///
(hist myvariable if group==1, color(red%30)  bin(2)) ///
, ///
legend(order(1 "Group==0" 2 "Group==1"))

Be thoughtful about how thinly you want to splice your data.

What about histograms on a log scale?

You might have some sort of skewed variable that you want to show on a log scale. The easiest way to do this is to (1) make a log-transformed variable of this, and (2) make a histogram of the log-transformed variable. For part #2, you’ll want to print the labels of the original variable in their log-transformed spot, otherwise you’ll wind up with labels for the log-transformed variable, which are usually not easy to interpret. See the `=log(number)’ trick below for how to drop non-log transformed labels in log-transformed spots.

// clear dataset and make skewed variable
clear all 
set obs 1000
gen variable = 10+ ((rbeta(2, 10))*100)

// visualize non-log transformed data
twoway /// 
(hist variable) ///
, ///
xlab(10 "10" 20 "20" 30 "30" 40 "40" 50 "50" 60 "60")

// make a long-transformed variable
gen logvariable=log(variable)

// visualize non-log transformed data
// plop the labels in the spots where the "original" labels should be
twoway ///
(hist logvariable) ///
, ///
xlab(`=log(10)' "10" `=log(20)' "20" `=log(30)' "30" `=log(40)' "40" `=log(50)' "50" `=log(60)' "60")

Here’s the raw variable.

Here is the histogram of the log transformed variable. Notice that the 10-60 labels are printed in the correct spots with the `=log(NUMBER)’ code above.

3. Kernel density plots

Kernel density plots are similar to histograms, except it shows a smoothed line over your data’s distribution. Histograms are less likely to hide outliers since kernel density plots can smooth over outliers. The code for a kernel density plot in Stata is nearly identical to the “twoway hist” code above.

twoway ///
(kdensity myvariable if group==0, color(blue%30)) ///
(kdensity myvariable if group==1, color(red%30)) ///
, ///
legend(order(1 "Group==0" 2 "Group==1"))

Output:

You can even combine histograms and kernel density plots!

twoway ///
(hist myvariable if group==0, color(blue%30)) ///
(hist myvariable if group==1, color(red%30)) ///
(kdensity myvariable if group==0, color(blue%30)) ///
(kdensity myvariable if group==1, color(red%30)) ///
, ///
legend(order(1 "Group==0" 2 "Group==1"))

I’ve never done this myself for a manuscript, but just showing that it’s possible.

Using kdens to make kernel density plots that use pweights

You might need to make kernel density plots that use pweighting. There’s a –kdens– package that allows you to do that, which requires –moremata– to be installed. Here’s how you can make a pweighted kernel density plot with kdens.

 // only need to install once:
ssc install moremata
ssc install kdens
// load nhanes demo code
webuse nhanes2f, clear
// now svyset the data and use kdens to make a weighted plot
svyset psuid [pw=finalwgt], strata(stratid)
twoway kdens weight [pw=finalwgt]

And you’ll get this!

4. Boxplots

Boxplots are handy at showing distributions of multiple groups all at once. This is a nice overview of what all of the bits of the figure means. Briefly, there’s a box that is the median and IQR. There are some lines sticking out that are the upper and lower adjacent lines, which are the 75th percentile + (1.5*the width of the IQR range) and 25th percentile – (1.5*the width of the IQR range). Dots outside these ranges are the outliers.

Making boxplots is simple in stata using the –graph box– command. My one piece of advice is to be aware of the by() and over() commands since they can help you stitch together boxplots in interesting ways. Example code follows.

sysuse bplong, clear

graph box bp
graph box bp, over(sex) 
graph box bp, by(sex) 
graph box bp, by(agegrp) over(sex)  
graph box bp, by(sex) over(agegrp) 

No subcommands

Subcommand: , over(sex)

Subcommand: , by(sex)

Subcommand: , by(agegrp) over(sex)

Subcommand: , by(sex) over(agegrp)

Part 5: Baseline characteristics in a Table 1 for a prospective observational study

What’s the deal with Table 1?

Tables describing the baseline characteristics of your analytical sample are ubiquitous in observational epidemiology manuscripts. They are critical to help the reader understand the study population and potential limitations of your analysis. A table characterizing baseline characteristics is so important that it’s typically the first table that appears in any observational epidemiology (or clinical trial) manuscript, so it’s commonly referred to as a “Table 1“. Table 1s are critically important because they help the readers understand internal validity of your study. If your study has poor internal validity, then your results and findings aren’t useful.

The details here are specific to prospective observational studies (e.g., cohort studies), but are generalizable to other sorts of studies (e.g., RCTs, case-control studies).

If you are a Stata user, you might be interested into my primer of using Table1_mc to generate a Table 1. If you are using P-weighted data, use this program that I put together.

Guts of a Table 1

There are several variations of the Table 1, here’s how I do it.

COLUMNS: This is your exposure of interest (i.e., dependent variable). This is not the outcome of interest. There’s a few way to divvy up these columns, depending on what sort of data you have:

  • Continuous exposure (e.g., baseline LDL-cholesterol level): Cut this up into quantiles. I commonly use tertiles (3 groups) or quartiles (4 groups). People have very, very strong opinions about whether you use tertiles or quartiles. I don’t see much of a fuss in using either. Of note, there usually is no need to transform your data prior to splitting into quantiles. (And, log transforming continuous data that includes values of zero will replace those zeros with missing data!)
  • Discrete exposure:
    • Dichotomous/binary exposure (e.g., prevalent diabetes status as no/0 or yes/1): This is easy, column headers should be 0 or 1. Make sure to use a descriptive column header like “No prevalent diabetes” and “Prevalent diabetes” instead of numbers 0 and 1.
    • Ordinal exposure, not too many groups (e.g., never smoker/0, former smoker/1, current smoker/2): This is also easy, column headers should be 0, 1, or 2. Make sure to use descriptive column headers.
    • Ordinal exposure, a bunch of groups (e.g., extended Likert scale ranging from super unsatisfied/1 to super satisfied/7): This is a bit tricker. On one hand, there isn’t any real limitation on how wide a table can be in a software package so you could have columns 1, 2, 3, 4, 5 ,6 and 7. This is a bit unwieldy for the reader, however. I personally think it’s better to collapse really wide groupings into a few groups. Here, you could collapse all of the negative responses (1, 2 and 3), leave the neutral response as its own category (4), and collapse all of the positive responses (5, 6, and 7). Also use descriptive column headers, but also be sure to describe how you collapsed groups in the footer of the table.
    • Nominal exposure, not too many groups (e.g., US Census regions of Northeast, Midwest, South, and West): This is easy, just use the groups. Be thoughtful about using a consistent order of these groups throughout your manuscript.
    • Nominal exposure, a bunch of groups (e.g., favorite movie): As with ‘Ordinal data, a bunch of groups’ above, I would collapse these into groups that relate to each other, such as genre of movie.
  • (Optional) Additional first column showing “Total” summary statistics. This presents summary statistics for the entire study population as a whole, instead of by quantile or discrete groupings. I don’t see much value in these and typically don’t include them.
  • (Optional) Additional first column showing count of missingness for each row. This presents a count of missing values for that entire row. I think these are nice to include, but they don’t show missingness by column so are an imperfect way to show missingness. See the section below on ‘cell contents’ for alternative strategies to show missingness.
    • Note: Table1_mc for Stata cannot generate a “missingness” row.
  • (Optional, but suggest to avoid) Following P-value column that shows comparisons across rows. These have fallen out of favor for clinical trial Table 1s. I see little value of them for prospective observational studies and also avoid them.

ROWS: These include the N for each column, the range of values for continuous exposures, and baseline values. Note that the data here are from baseline.

  • N for each group. Make sure that these Ns add up to the expected N in your analytical population at the bottom of your inclusion flow diagram. If it doesn’t match, you’ve done something wrong.
  • (For continuous exposures) Range of values for your quantiles and yes I mean minimum and maximum for each quantile, not IQRs.
  • Sociodemographics (age, sex, race, ± income, ± region, ± education level, etc.)
  • Anthropometrics (height, weight, waist circumference, BMI, etc.)
  • Medical problems as relevant to your study (eg, proportion with hypertension, diabetes, etc.)
  • Medical data as relevant to your study (eg, laboratory assays, details with radiological imaging, details from cardiology reports)
  • Suggest avoiding the outcome(s) of interest as additional rows. I think that presenting the outcomes in this table is inadequate. I prefer to have a separate table or figure dedicated to the outcome of interest that goes much more in-depth than a Table 1 does. Plus, the outcome isn’t ascertained at baseline in a prospective observational study, and describing the population at baseline is the general purpose of Table 1.
  • And for the love of Pete, please make sure that all covariates in your final model appear as rows. If you have a model that adjusts for Epworth Sleepiness Score, for example, make sure that fits in somewhere above.

The first column of your Table 1 will describe each row. The appearance of this row will vary based upon the type of data you have.

  • Overall style of row descriptions as it appears in the first column:
    • N row – I suggest simply using “N”, though some folks use N (upper case) to designate the entire population and n (lower case) to designate subpopulations, so perhaps you might opt to put “n”.
    • Continuous variables (including the row for range)– I suggest a descriptive name and the units. Eg, “Height, cm”
    • Discrete variables – I suggest a descriptive name alone. Some opt to put a hint to the contents of the cell here (eg, adding a percentage sign such as “Female sex, %“), but I think that is better included in the footer of the table. This will probably be determined by the specific journal you are submitting to.
      • Dichotomous/binary values – In this example, sex is dichotomous (male vs. female) since that’s how it has historically been collected in NIH studies. For dichotomous variables, you can include either (1) a row for ‘Male’ and a row for ‘Female’, or (2) simply a row for one of the two sexes (eg, just ‘Female’) since the other row will be the other sex.
      • Other discrete variables (eg, ordinal or nominal) – In this example, we will consider the nominal variable of Race. I suggest having a leading row that provides description of the following rows (eg, “Race group”) then add two spaces before each following race group so the nominal values for the race groups seem nested under the heading.
    • (Optional) Headings for groupings of rows – I like including bold/italicized headings for groupings of data to help keep things organized.

Here’s an example of how I think a blank table should appear:

Table 1 – Here is a descriptive title of your Table 1 followed by an asterix that leads to the footer. I suggest something like “Sociodemographics, anthropometrics, medical problems, and medical data ascertained baseline among [#] participants in [NAME OF STUDY] with [BRIEF INCLUSION CRITERIA] and without [BRIEF EXCLUSION CRITERIA] by [DESCRIPTION OF EXPOSURE LIKE ‘TERTILE OF CRP’ OR ‘PREVALENT DIABETES STATUS’]*”

(Optional)
Missing, N
(Optional)
Total
Exposure
Variable
Tertile 1
Exposure
Variable
Tertile 2
Exposure
Variable
Tertile 3
(Optional,
suggest
avoiding)
P-value
N
Range, ng/mL
Sociodemographics
Age, y
Female sex
Race group
Black
White
Asian
Anthropometrics
Height, cm
Weight, kg
BMI, kg/m²
Medical problems
[List out here]
Medical data
[List out here]

*Footer of your Table 1. I suggest describing the appearance of the cells, eg “Range is minimum and maximum of the exposure for each quantile. Presented as mean (SD) for normally distributed and median (IQR) for skewed continuous variables. Discrete data are presented as column percents.”

Cell contents

The cell contents varies by type of variable and your goal in this table:

  • Simplicity as goal:
    • Normally distributed continuous variables: Mean (SD)
    • Non-normally distributed continuous variables: Median (IQR)
    • Discrete variables: Present column percentages. Not row percentages. For example we’ll consider “income >$75k” by tertile of CRP. A column percentage would show the % of participants in that specific quantile have an income >$75k. A row percentage would show the percentage of participants with income >$75K who were in that specific tertile.
  • Clarity of completeness of data as goal (would not also include “missing” column if doing this)
    • Continuous variables: Present as mean (SD) or median (IQR) as outlined above based upon normality, but also include an ‘n’. Example for age: “75 (6), n=455”
      • Note: Table1_mc in Stata cannot report an ‘n’ with continuous variables.
    • Dichotomous variables: Present column percentage plus ‘n’. Example for female sex: “45%, n=244”.

A word on rounding: I think there is little value on including numbers after the decimal place. I suggest aggressively rounding at the decimal for most things. For example, for BMI, I suggest showing “27 (6)” and not “26.7 (7.2)”. For things that are obtained at the decimal place, I strongly recommend reporting at the decimal. For example, BP is always measured as a whole number, so reporting out a tenth place for BP isn’t of much value. For example, systolic BP is measured as 142, 112, and 138 — not 141.8, 111.8 and 138.4. For discrete variables, I always round the proportion/percentage at the decimal, but clarify very small proportions to be “<1%" if there are any in that group, but it would round to zero or "0%" if there are none in that group.

The one exception to my aggressive “round at the decimal place” strategy is variables that are commonly reported past the decimal place, such as many laboratory values. Serum creatinine is commonly reported to the hundredths place (e.g., “0.88”), so report the summary statistic for that value to the hundredths place, like 0.78 (0.30).

How I use the Zotero reference manager for collaborative grants or manuscripts

Why Zotero?

Zotero is an excellent and free reference manager that is my go-to for writing grants and manuscripts. It has some very handy features, like word processor plugins, web browser plugins that will grab PDF versions of documents if available, and ability to share “group libraries” with collaborators. It has all of the standard features of reference managers, like auto-formatting of references to meet submission requirements, automatic renumbering of in-line references, etc.

There are some silly things about Zotero’s initial setup that are important to get out of the way. For example, you don’t necessarily need to have a Zotero account to use Zotero (or at least you didn’t when I used it the first time). Make sure that you read about how to get set up with Zotero under the “Zotero” heading on this page. After you do that, come back here and read on!

How to use Zotero for collaborative projects

Zotero works well with MS Word and Google Docs. Examples here are taken from MS Word, but are also applicable to Google Docs. The main difference between Google Docs and MS Word is that the web browser plugin is also the Google Docs plugin. MS Word has a plugin separate from the web browser plugin. Regardless, whenever you use a Zotero plugin (eg the MS Word, Google Docs, or browser extensions), you also need to have the Zotero desktop app open. You’ll get an error if you try to insert a reference into a document or snag a reference from PubMed/a journal website if the Zotero desktop app isn’t also open.

Organizing your folders (“collections”) and subfolders (“subcollections”).

In your desktop app, navigate to the shared library that I’ll send you. Make folders/collections or subfolders/subcollections in there to help stay organized. To make a new folder/collection, right click on the shared group library and click “New Collection…”. To make subfolders/subcollections, right click on that new folder/subfolder that you made.

I suggest making collections/folders by section of your document, and numbering them so they stay in order, so: “01 Introduction”, “02 Methods”, “03 Results”, and “04 Discussion”. If you are writing something that doesn’t follow a usual flow (eg an opinion piece), number/name things by the major sections in your outline. You can always rename these folders/collections and renumber them so they show up in order.

Now, within each of these folders/collections, make specific groupings of subfolders/subcollections by topic. For example, in the introduction, you might have a sentence talking about the epidemiology/population prevalence of hypertension, then the costs (eg DALY lost) of hypertension, then an overview of the pathophysiology of hypertension, then how some biomarker relates to blood pressure. I recommend having a subfolder for each of these concepts separately in the “01 introduction” folder. You can also order these with numbers or letters, but it also might make sense to keep them unordered if you aren’t sure of how the introduction (or any other section) will flow.

Now repeat this for all of the other subfolders. The results folder might be pretty thin because usually (for me at least) there aren’t many references in that section. For the “discussion section”, I recommend including the suggested sections from my “your first epidemiology manuscript” example under “Download” here. It’ll look like this when you are done:

Next: Grabbing citations.

You need to install the Zotero browser extension, and make sure that you have the Zotero desktop app open when you are grabbing citations. I STRONGLY RECOMMEND GRABBING JOURNAL CITATIONS FROM PubMed AND ONLY PubMed. (For textbooks, Google Books works quite well.) Zotero uses metadata from websites to populate the reference. PubMed’s metadata is pristine. Journal websites have metadata, but it’s inconsistent and often incomplete. So, stick with PubMed when grabbing citations.

The first step is to find your article on PubMed. Let’s say you want to grab the AHA’s statistical update document, and using Google you find it on the Journal’s website. Welp, that’s not pubmed so don’t even think about grabbing the reference from here.

Instead, highlight the title and search Google again, appending the word “PubMed” to the search. This will get you to the Pubmed listing for that article.

Now this is very important! Go over to your Zotero desktop app and choose the subcollection/subfolder you want this to go in. This will be in the Introduction/Population Prevalence of HTN subfolder. You’ll notice it’s empty.

Now go back to the PubMed page for your document and click the Zotero plugin button.

Now when you go back to the Zotero Desktop app, you’ll see that the AHA Statistical Update is now saved in your “population prevalence of HTN” folder. If a PDF is available through Unpaywalled (a separate service that’s integrated into Zotero that grabs free/legal copies of journal PDFs), then a PDF will be saved as well.

When you grab references, make sure to sort them into a specific folder along the way. You’ll thank yourself later.

Next: Inserting citations in an MS Word document

Open up your manuscript file in MS Word. Make sure you click/set your cursor in the place in your document where you want the citation to land. (I’m a “citation goes after the period and not before the period” guy myself.) Then, click the Zotero tab. (If you don’t see the Zotero tab, you might need to try to reboot, or manually install the plugin. See the “Setting Things Up/Zotero” section here.) Now, click the “Add/Edit Citation” button. If this is the first citation/reference you are adding to this document, you’ll be prompted to select a formatting style, just pick anything since you can always change it later (I like the American Medical Association one to start with). You won’t see this pop up when adding other references.

Now you’ll see the hovering Zotero window. This isn’t a part of MS Word, it’s actually the Zotero desktop app. Sometimes this gets lost among your various programs/windows on your desktop and you need to go find it, it’ll be under the Zotero icon on your taskbar on windows. Or Alt+Tab until you find it. Anyway, this allows you to find a citation by text search (ie, by typing in the author name or title), but if you select the dropdown menu here, you can use the “classic view” and manually grab citations from your subcollections/subfolders. I recommend adding citations through the classic view.

In the classic view you will see all of your subcollections/subfolders. Navigate to your subcollection/subfolder of interest and click on the citation that you’d like to insert and hit “okay”. Notice in the “Classic View”, you can select multiple references at the same time by clicking the “Multiple Sources…” button at the bottom.

Now your citation is in-line! See the floating “1” after the first sentence. But where is the Reference list? Let’s plop one in. I added a new heading for references in MS Word and we’ll add it there. Click on the line after your “references” header, go to the zotero tab, and click “add/edit bibliography”.

End product is below. This reference list will update while you insert references in your manuscript. The reference numbers will also update automatically as you go.

Good luck!