Professional Communication in Mathematics and Statistics

Inserting Figures

Pgfplots package

Introduction

The pgfplots package, which is based on TikZ, is a powerful visualization tool and ideal for creating scientific/technical graphics. The basic idea is that you provide the input data/formula and pgfplots does the rest.

The document preamble

To use the pgfplots package in your document add following line to your preamble:

\usepackage{pgfplots}

You also can configure the behaviour of pgfplots in the document preamble. For example, to change the size of each plot and guarantee backwards compatibility (recommended) add the next line:

\pgfplotsset{width=10cm,compat=1.9}

This changes the size of each pgfplot figure to 10 centimeters, which is huge; you may use different units (pt, mm, in). The compat parameter is for the code to work on the package version 1.9 or later.

Compilation time (brief background)

When the original TeX engine was conceived/written, more than 40 years ago, it was not designed for direct production of graphics—those were to be files created by external programs (e.g., MetaPost) and imported into the typeset document. The advent of pdfTeX—which is closely based on the original TeX software—brought the ability to create graphics directly by using pdfTeX’s new built-in TeX language commands (called primitives) which can output the PDF operators/data required to produce graphics.

The creation of pdfTeX led to the development of sophisticated LaTeX graphics packages, such as TikZ, pgfplots etc, capable of producing graphics coded using high-level LaTeX commands. However, behind the scenes, and deep inside the pdfTeX engine (and other engines), those high-level LaTeX graphics commands need to be processed by “converting” them back into low-level pdfTeX engine (primitive) commands which actually generate (output) the PDF operators required to produce the resultant figure(s).

That processing of graphical LaTeX commands—expansion and execution of primitives—can take a non-negligible amount of time. Even a single high-level LaTeX graphics command, together with its corresponding data, might require repeated execution of many low-level TeX engine (primitive) commands. From an end-user’s perspective, documents containing multiple pgfplots figures, and/or very complex graphics, can take a considerable amount of time to render (compile).

Reducing compilation time

To increase speed of document-compilation you can configure the pgfplots package to export the figures to separate PDF files and then import them into the document: compile once, then re-use the figures. To do that, add the code shown below to the preamble:

\usepgfplotslibrary{external}
\tikzexternalize

See this help article for further details on how to set up tikz-externalization in your Overleaf project.

Basic example (also externalizing the figures)

\documentclass{article}
\usepackage[margin=0.25in]{geometry}
\usepackage{pgfplots}
\pgfplotsset{width=10cm,compat=1.9}
% We will externalize the figures
\usepgfplotslibrary{external}
\tikzexternalize
\begin{document}
First example is 2D and 3D math expressions plotted side-by-side.
%Here begins the 2D plot
\begin{tikzpicture}
\begin{axis}
\addplot[color=red]{exp(x)};
\end{axis}
\end{tikzpicture}
%Here ends the 2D plot
\hskip 5pt
%Here begins the 3D plot
\begin{tikzpicture}
\begin{axis}
\addplot3[
surf,
]{exp(-x^2-y^2)*x};
\end{axis}
\end{tikzpicture}
%Here ends the 3D plot
\end{document}

The following image shows the result produced by the code above:

Explanation of the code

Because pgfplots is based on tikz the plot must be inside a tikzpicture environment. Then the environment declaration \begin{axis}, \end{axis} will set the correct scaling for the plot—check the Reference guide for other axis environments.

To add an actual plot, the command \addplot[color=red]{log(x)}; is used. Inside the square brackets, [...], some options can be passed in; here, we set the color of the plot to red. The square brackets are mandatory, if no options are passed leave a blank space between them. Inside the curly brackets you put the function to plot. Is important to remember that this command must end with a semicolon (;).

To put a second plot next to the first one declare a new tikzpicture environment. Do not insert a new line, but a small blank gap, in this case \hskip 10pt will insert a 10pt-wide blank space.

The rest of the syntax is the same, except for the \addplot3 [surf,]{exp(-x^2-y^2)*x};. This will add a 3d plot, and the option surf inside squared brackets declares that it’s a surface plot. The function to plot must be placed inside curly brackets. Again, don’t forget to put a semicolon (;) at the end of the command.

Note: It’s recommended as a good practice to indent the code—see the second plot in the example above—and to add a comma (,) at the end of each option passed to \addplot. This way the code is more readable and is easier to add further options if needed.

2D plots

pgfplots’ 2D plotting functionalities are vast—and you can personalize your plots to suit your requirements. Nevertheless, the default options usually give very good results, so all you need to do is feed the data and LaTeX will do the rest.

Plotting mathematical expressions

Here is an example:

\begin{tikzpicture}
\begin{axis}[
axis lines = left,
xlabel = \(x\),
ylabel = {\(f(x)\)},
]
%Below the red parabola is defined
\addplot [
domain=-10:10,
samples=100,
color=red,
]
{x^2 - 2*x - 1};
\addlegendentry{\(x^2 - 2x - 1\)}
%Here the blue parabola is defined
\addplot [
domain=-10:10,
samples=100,
color=blue,
]
{x^2 + 2*x + 1};
\addlegendentry{\(x^2 + 2x + 1\)}
\end{axis}
\end{tikzpicture}

The output from this code is shown in the image below—the LaTeX document preamble is added automatically when you open the link:

Explanation of the code

Let’s analyse the new commands line-by-line:

To add another graph to the plot just write a new \addplot entry.

Plotting from data

Scientific research often yields data that has to be analysed. The next example shows how to plot data with pgfplots:

Plotting from data:

\begin{tikzpicture}
\begin{axis}[
title={Temperature dependence of CuSO\(_4\cdot\)5H\(_2\)O solubility},
xlabel={Temperature [\textcelsius]},
ylabel={Solubility [g per 100 g water]},
xmin=0, xmax=100,
ymin=0, ymax=120,
xtick={0,20,40,60,80,100},
ytick={0,20,40,60,80,100,120},
legend pos=north west,
ymajorgrids=true,
grid style=dashed,
]
\addplot[
color=blue,
mark=square,
]
coordinates {
(0,23.1)(10,27.5)(20,32)(30,37.8)(40,44.6)(60,61.8)(80,83.8)(100,114)
};
\legend{CuSO\(_4\cdot\)5H\(_2\)O}
\end{axis}
\end{tikzpicture}

The output from this code is shown in the image below—the LaTeX document preamble is added automatically when you open the link:

Explanation of the code

There are some new commands and parameters here:

Scatter plots

Scatter plots are used to represent information by using some kind of marks and are commonly used when computing statistical regression. In this example we’ll create a scatter plot using data contained in a file called scattered_example.dat, in which the data looks like this:

GPA ma ve co un
3.45 643 589 3.76 3.52
2.78 558 512 2.87 2.91
2.52 583 503 2.54 2.4
3.67 685 602 3.83 3.47
3.24 592 538 3.29 3.47
2.1 562 486 2.64 2.37
...

Our scatter plot uses the first two columns of the data:

\begin{tikzpicture}
\begin{axis}[
enlargelimits=false,
]
\addplot+[
only marks,
scatter,
mark=halfcircle*,
mark size=2.9pt
] table[meta=ma] {scattered_example.dat};
\end{axis}
\end{tikzpicture}
Explanation of the code

The parameters passed to the axis and addplot environments can also be used in a data plot, except for scatter. Below the description of the code:

Bar graphs

Bar graphs (also known as bar charts and bar plots) are used to display gathered data, mainly statistical data about a population of some sort. Bar plots in pgfplots are highly configurable, but here we are going to show a plain example:

\begin{tikzpicture}
\begin{axis}[
x tick label style={
/pgf/number format/1000 sep=},
ylabel=Year,
enlargelimits=0.05,
legend style={at={(0.5,-0.1)}, anchor=north,legend columns=-1},
ybar interval=0.7,
]
\addplot coordinates {(2012,408184) (2011,408348) (2010,414870) (2009,412156)};
\addplot coordinates {(2012,388950) (2011,393007) (2010,398449) (2009,395972)};
\legend{Men,Women}
\end{axis}
\end{tikzpicture}

The output from this code is shown in the image below—the LaTeX document preamble is added automatically when you open the link:

Explanation of the code

The figure starts with the (previously explained) declaration of the tikzpicture and axis environments, but the axis declaration has a number of new parameters:

The coordinates in this kind of plot determine the base point of the bar and its height. The labels on the y-axis will show up to 4 digits. If the numbers you are working with are greater than 9999 pgfplots will use the same notation as in the example.

3D Plots

pgfplots has the 3D Plotting capabilities that you may expect in a plotting software.

Plotting mathematical expressions

There’s a simple example about this at the introduction, let’s work on something slightly more complex:

\begin{tikzpicture}
\begin{axis}[
title=Example using the mesh parameter,
hide axis,
colormap/cool,
]
\addplot3[
mesh,
samples=50,
domain=-8:8,
]
{sin(deg(sqrt(x^2+y^2)))/sqrt(x^2+y^2)};
\addlegendentry{\(\frac{sin(r)}{r}\)}
\end{axis}
\end{tikzpicture}

The output from this code is shown in the image below—the LaTeX document preamble is added automatically when you open the link:

Explanation of the code

Most of the commands here have already been explained, but there are 3 new things:

Note: When working with trigonometric functions pgfplots uses degrees as default units, if the angle is in radians (as in this example) you have to use the deg function to convert to degrees.

Contour plots

In pgfplots it is possible to plot contour plots, but the data has to be pre-calculated by an external program. Let’s see an example:

\begin{tikzpicture}
\begin{axis} [
title={Contour plot, view from top},
view={0}{90}
]
\addplot3[
contour gnuplot={levels={0.8, 0.4, 0.2, -0.2}}
]
{sin(deg(sqrt(x^2+y^2)))/sqrt(x^2+y^2)};
\end{axis}
\end{tikzpicture}

The output from this code is shown in the image below—the LaTeX document preamble is added automatically when you open the link:

Explanation of the code

This is a plot of some contour lines for the same equation used in the previous section. The value of the title parameter is inside curly brackets because it contains a comma, so we use the grouping brackets to avoid any confusion with the other parameters passed to the \begin{axis} declaration. There are two new commands:

Plotting a surface from data

To plot a set of data into a 3D surface all we need is the coordinates of each point. These coordinates could be an unordered set or, in this case, a matrix:

\begin{tikzpicture}
\begin{axis}
\addplot3[
surf,
]
coordinates {
(0,0,0) (0,1,0) (0,2,0)
(1,0,0) (1,1,0.6) (1,2,0.7)
(2,0,0) (2,1,0.7) (2,2,1.8)
};
\end{axis}
\end{tikzpicture}

The output from this code is shown in the image below—the LaTeX document preamble is added automatically when you open the link:

Explanation of the data

The points passed to the coordinates parameter are treated as contained in a 3 × 3 matrix, using a blank line as the separator for each matrix row. All the options for 3D plots in this article apply to data surfaces.

Parametric plot

The syntax for parametric plots is slightly different. Let’s see an example:

\begin{tikzpicture}
\begin{axis} [
view={60}{30},
]
\addplot3[
domain=0:5*pi,
samples = 60,
samples y=0,
]
({sin(deg(x))}, {cos(deg(x))}, {x});
\end{axis}
\end{tikzpicture}

The output from this code is shown in the image below—the LaTeX document preamble is added automatically when you open the link:

Explanation of the code

There are only two new things in this example: first, the samples y=0 to prevent pgfplots from joining the extreme points of the spiral and; second, the way the function to plot is passed to the addplot3 environment. Each parameter function is grouped inside curly brackets and the three parameters are delimited with a parenthesis.

Reference guide

Command/Option/Environment Description Possible Values
axis Normal plots with linear scaling  
semilogxaxis logarithmic scaling of x and normal scaling for y  
semilogyaxis logarithmic scaling for y and normal scaling for x  
loglogaxis logarithmic scaling for the x and y axes  
axis lines changes the way the axes are drawn. default is ‘box’ box, left, middle, center, right, none
legend pos position of the legend box south west, south east, north west, north east, outer north east
mark type of marks used in data plotting. When a single-character is used, the character appearance is very similar to the actual mark. *, x, +, |, o, asterisk, star, 10-pointed star, oplus, oplus*, otimes, otimes*, square, square*, triangle, triangle*, diamond, halfdiamond*, halfsquare*, right*, left*, Mercedes star, Mercedes star flipped, halfcircle, halfcircle*, pentagon, pentagon*, cubes (cubes only work on 3d plots).
colormap colour scheme to be used in a plot, can be personalized but there are some predefined colormaps hot, hot2, jet, blackwhite, bluered, cool, greenyellow, redyellow, violet.

TikZ package

Introduction

TikZ is probably the most complex and powerful tool to create graphic elements in LaTeX. Starting with a simple example, this article introduces some basic concepts: drawing lines, dots, curves, circles, rectangles etc.

Firstly, load the tikz package by including the line \usepackage{tikz} in the preamble of your document, then draw a graphic using the tikzpicture environment.

\documentclass{article}
\usepackage{tikz}
\begin{document}
\begin{tikzpicture}
\draw[gray, thick] (-1,2) -- (2,-4);
\draw[gray, thick] (-1,-1) -- (2,2);
\filldraw[black] (0,0) circle (2pt) node[anchor=west]{Intersection point};
\end{tikzpicture}
\end{document}

This example produces the following output:

In this example two lines and one point are drawn. To add a line the command \draw[gray, thick] defines a graphic element whose colour is gray and with a thick stroke. The line is actually defined by it’s two endpoints, (-1,2) and (2,-4), joined by --.

The point is actually a circle drawn by \filldraw[black], this command will not only draw the circle but fill it using black. In this command the centre point (0,0) and the radius (2pt) are declared. Next to the point is a node, which is actually a box containing the text intersection point, and anchored at the west of the point.

It’s important to notice the semicolon ; used at the end of each draw command.

Note: The tikzfigure environment can be enclosed inside a figure or similar environment. See the Inserting Images article for more information on this topic.

Basic elements: points, lines and paths

In this section we provide some examples showing how to create some basic graphic elements which can be combined to create more elaborate figures.

\documentclass{article}
\usepackage{tikz}
\begin{document}
\begin{tikzpicture}
\draw (-2,0) -- (2,0);
\filldraw [gray] (0,0) circle (2pt);
\draw (-2,-2) .. controls (0,0) .. (2,-2);
\draw (-2,2) .. controls (-1,0) and (1,0) .. (2,2);
\end{tikzpicture}
\end{document}

This example produces the following output:

There are three basic commands in this example:

Basic geometric shapes: Circles, ellipses and polygons

Geometric figures can be constructed from simpler elements so let’s start with circles, ellipses and arcs.

\documentclass{article}
\usepackage{tikz}
\begin{document}
\begin{tikzpicture}
\filldraw[color=red!60, fill=red!5, very thick](-1,0) circle (1.5);
\fill[blue!50] (2.5,0) ellipse (1.5 and 0.5);
\draw[ultra thick, ->] (6.5,0) arc (0:220:1);
\end{tikzpicture}
\end{document}

This example produces the following output:

In addition to curved geometric shapes you can also create elements that use straight lines, using a similar syntax:

\documentclass{article}
\usepackage{tikz}
\begin{document}
\begin{tikzpicture}
\draw[blue, very thick] (0,0) rectangle (3,2);
\draw[orange, ultra thick] (4,0) -- (6,0) -- (5.7,2) -- cycle;
\end{tikzpicture}
\end{document}

This example produces the following output:

Diagrams

Nodes are probably the most versatile elements in TikZ. We’ve already used one node in the introduction—to add some text to the figure. The next example uses nodes to create a diagram.

\documentclass{article}
\usepackage{tikz}
\usetikzlibrary{positioning}
\begin{document}
\begin{tikzpicture}[
roundnode/.style={circle, draw=green!60, fill=green!5, very thick, minimum size=7mm},
squarednode/.style={rectangle, draw=red!60, fill=red!5, very thick, minimum size=5mm},
]
%Nodes
\node[squarednode] (maintopic) {2};
\node[roundnode] (uppercircle) [above=of maintopic] {1};
\node[squarednode] (rightsquare) [right=of maintopic] {3};
\node[roundnode] (lowercircle) [below=of maintopic] {4};
%Lines
\draw[->] (uppercircle.south) -- (maintopic.north);
\draw[->] (maintopic.east) -- (rightsquare.west);
\draw[->] (rightsquare.south) .. controls +(down:7mm) and +(right:7mm) .. (lowercircle.east);
\end{tikzpicture}
\end{document}

This example produces the following output:

There are essentially three commands in this figure: A node definition, a node declaration and lines that join two nodes.

Reference Guide

Possible color and thickness parameters in the tikz package:

parameter values picture
color white, black, red, green, blue, cyan, magenta, yellow  
thickness ultra thin, very thin, thin, thick, very thick, ultra thick  

More colours may be available in your LaTeX distribution. See Using colours in LaTeX.

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